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UNIVERSITY OF NOTRE DAME DU LAC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF NOTRE DAME DU LAC (EIN 35-0868188)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-13
IRS object ID
202221339349302942
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-13T10:30:57-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 New York Avenue NW Suite 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350868188EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of Notre Dame du LacBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone5746317575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Controllers Office 724 Grace HallAddressLine1Txt
CityNotre DameCityNm
State AbbreviationINStateAbbreviationCd
ZIP46556ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonShannon B CullinanPersonNm
Person TitleExecutive Vice PresidentPersonTitleTxt
Signature2022-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstShannon BPersonFirstNm
Person LastCullinanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Rev John I Jenkins CSCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Controllers Office 724 Grace HallAddressLine1Txt
CityNotre DameCityNm
State AbbreviationINStateAbbreviationCd
ZIP46556ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,047,187,676GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption5067GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.nd.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1844FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionSee Schedule O.ActivityOrMissionDesc
Voting Members Governing Body40VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee16525TotalEmployeeCnt
Total Volunteers2153TotalVolunteersCnt
Total Gross UBI-$13,483,331TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$616,826,545PYContributionsGrantsAmt
CY Contributions Grants$466,309,113CYContributionsGrantsAmt
PY Program Service Revenue$999,204,671PYProgramServiceRevenueAmt
CY Program Service Revenue$1,015,229,601CYProgramServiceRevenueAmt
PY Investment Income$886,252,178PYInvestmentIncomeAmt
CY Investment Income$2,029,004,823CYInvestmentIncomeAmt
PY Other Revenue$16,151,066PYOtherRevenueAmt
CY Other Revenue$3,996,196CYOtherRevenueAmt
PY Total Revenue$2,518,434,460PYTotalRevenueAmt
CY Total Revenue$3,514,539,733CYTotalRevenueAmt
PY Grants And Similar Paid$401,027,756PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$415,737,559CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$777,588,209PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$772,106,981CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$40,480,817CYTotalFundraisingExpenseAmt
PY Other Expenses$510,509,659PYOtherExpensesAmt
CY Other Expenses$517,585,538CYOtherExpensesAmt
PY Total Expenses$1,689,125,624PYTotalExpensesAmt
CY Total Expenses$1,705,430,078CYTotalExpensesAmt
PY Revenues Less Expenses$829,308,836PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,809,109,655CYRevenuesLessExpensesAmt
Total Assets BOY$18,413,618,903TotalAssetsBOYAmt
Total Assets EOY$26,263,144,687TotalAssetsEOYAmt
Total Liabilities BOY$3,920,126,056TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,784,567,682TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,493,492,847NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,478,577,005NetAssetsOrFundBalancesEOYAmt
MissionSee Schedule O. See explanation for Form 990, Part I, Line 1- Organization's Mission above.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,109,669,507ExpenseAmt
Grant$404,100,446GrantAmt
Revenue$775,789,762RevenueAmt
DescAcademic Programs & Research - Provided academic instruction, support services, and public service and research opportunities to nearly 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 3,600 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 1,100 awards for studies based within the disciplines of engineering, science, and humanities.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$241,382,502ExpenseAmt
Grant$11,637,113GrantAmt
Revenue$242,828,262RevenueAmt
DescAuxiliary 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
FieldValueIRS element (for citing)
Total Program Service Expenses$1,351,052,009TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document19459IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee16525EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryEIForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryLUForeignCountryCd
Foreign CountryASForeignCountryCd
Foreign CountryMPForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountrySWForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCHForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed2Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members40GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Andrew PalufBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5746317575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Controllers Office 724 Grace HallAddressLine1Txt
CityNotre DameCityNm
State AbbreviationINStateAbbreviationCd
ZIP46556ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Rev John I Jenkins CSC PhD
President & Trustee40.00Yes (X)Yes (X)$1,164,429$0$77,019
Andrew J McKenna Jr
Trustee2.00Yes (X)$0$0$0
Ann C Williams
Trustee2.00Yes (X)$0$0$0
Anne E Thompson
Trustee3.00Yes (X)$0$0$0
Byron O Spruell
Trustee3.00Yes (X)$0$0$0
Carlos J Betancourt
Trustee2.00Yes (X)$0$0$0
Carol Hank Hoffmann
Trustee2.00Yes (X)$0$0$0
Celeste Volz Ford
Trustee2.00Yes (X)$0$0$0
Cindy K Parseghian
Trustee2.00Yes (X)$0$0$0
Clare Stack Richer
Trustee2.00Yes (X)$0$0$0
Danielle W Merfeld
Trustee2.00Yes (X)$0$0$0
Diana Lewis
Trustee2.00Yes (X)$0$0$0
Dorene C Dominguez
Trustee2.00Yes (X)$0$0$0
J Christopher Reyes
Trustee3.00Yes (X)$0$0$0
James C Parsons
Trustee2.00Yes (X)$0$0$0
James E Rohr
Trustee3.00Yes (X)$0$0$0
James F Flaherty III
Trustee3.00Yes (X)$0$0$0
James J Dunne III
Trustee2.00Yes (X)$0$0$0
Jennifer F Scanlon
Trustee2.00Yes (X)$0$0$0
John B Veihmeyer
Trustee2.00Yes (X)$0$0$0
John J Brennan
Trustee4.00Yes (X)$0$0$0
Justin R Liu
Trustee2.00Yes (X)$0$0$0
Karen McCartan DeSantis
Trustee2.00Yes (X)$0$0$0
Kenneth C Ricci
Trustee2.00Yes (X)$0$0$0
Kevin J Buckley
Trustee2.00Yes (X)$0$0$0
Michael G O'Grady
Trustee2.00Yes (X)$0$0$0
Phyllis W Stone
Trustee2.00Yes (X)$0$0$0
Rev Austin I Collins CSC MDiv MFA
VP for Mission Engagement and Church Affairs & Trustee40.00Yes (X)$177,164$0$17,073
Rev Daniel G Groody CSC MDiv PhD
VP & Associate Provost & Trustee40.00Yes (X)$262,850$0$70,342
Rev John J Ryan CSC
Trustee2.00Yes (X)$0$0$0
Rev Jose E Ahumada F CSC
Trustee2.00Yes (X)$0$0$0
Rev Paul V Kollman CSC
Professor and Trustee40.00Yes (X)$134,294$0$70,423
Rev Robert A Dowd CSC MDiv PhD
Assistant Provost for Internationalization & Trustee40.00Yes (X)$149,434$0$17,073
Rev William M Lies CSC
Trustee2.00Yes (X)$0$0$0
Sara Martinez Tucker
Trustee3.00Yes (X)$0$0$0
Shayla Keough Rumely
Trustee2.00Yes (X)$0$0$0
Stephanie A Gallo
Trustee3.00Yes (X)$0$0$0
Stephen J Brogan
Trustee3.00Yes (X)$0$0$0
Thomas G Maheras
Trustee3.00Yes (X)$0$0$0
Thomas J Crotty Jr
Trustee2.00Yes (X)$0$0$0
Timothy F Sutherland
Trustee2.00Yes (X)$0$0$0
Marianne Corr JD
VP & General Counsel40.02.0Yes (X)$710,523$0$42,677
Marie Lynn Miranda PhD
Provost40.00Yes (X)$347,850$0$54,154
Michael D Donovan JD MBA
VP & Chief Investment Officer40.01.0Yes (X)$2,686,630$0$37,682
Shannon B Cullinan MBA
Executive Vice President40.02.0Yes (X)$568,684$0$167,894
John B Swarbrick Jr JD
VP & Director of Athletics40.00$1,480,361$0$256,381Yes (X)
Brian Kelly
Head Coach, Football40.00$2,202,466$0$1,114,970Yes (X)
Clark D Lea Jr
Defensive Coordinator, Football40.00$1,499,005$0$55,300Yes (X)
Mark C Krcmaric JD MBA
Managing Director & Chief Operating Officer, Investment Office40.00$1,399,874$0$47,859Yes (X)
Michael P Brey
Head Coach, Basketball40.00$2,311,970$0$188,617Yes (X)
Scott C Malpass MBA
Former VP & Chief Investment Officer2.00$4,769,181$0$32,935Yes (X)
John F Affleck-Graves PhD
Former Executive VP & Professor40.00$382,719$0$49,623Yes (X)
Thomas G Burish PhD
Former Provost0.00$726,072$0$419,940Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$20,973,506TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,719,962TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1393IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Ziolkowski Construction Inc
4050 Ralph Jones DriveSouth BendIN466289408Construction$17,448,522
Walbridge Aldinger LLC
777 Woodward AvenueDetroitMI482263582Construction$16,544,831Suite 300
Pepper Construction
411 Lake Zurich RoadBarringtonIL600103179Construction$11,859,038
Premise Health Employer Solutions LLC
Post Office Box 402142AtlantaGA303842142Medical$11,739,344
Barton Malow Company
26500 American DriveSouthfieldMI480342252Construction$9,503,413
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K168CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$195,965FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$96,974,500GovernmentGrantsAmt
All Other Contributions$369,138,648AllOtherContributionsAmt
Noncash Contributions$106,455,704NoncashContributionsAmt
Total Contributions$466,309,113TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Student tuition and fees611310$718,506,806$718,506,806$0$0
Auxiliary enterprises611710$241,506,967$238,501,349$3,005,618$0
Research contracts (gov't and non-gov"t)611310$32,957,023$32,768,373$188,650$0
Educational programs900099$9,414,060$9,414,060$0$0
Student services611710$4,535,402$4,535,402$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,309,343TotalRevenueColumnAmt
Related Or Exempt Func Income$7,519,255RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$790,088UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,015,229,601TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$111,808,395TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$17,708,482UnrelatedBusinessRevenueAmt
Exclusion$129,516,877ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,919,165TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$220,000UnrelatedBusinessRevenueAmt
Exclusion$2,699,165ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,425,853RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$11,687,748RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$2,261,895RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,261,895TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$2,261,895ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,432,479,883SecuritiesAmt
Other$5,418,548OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,515,576,903SecuritiesAmt
Other$5,125,100OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,916,902,980SecuritiesAmt
Other$293,448OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,917,196,428TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,917,196,428ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$187,900FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$195,965ContriRptFundraisingEventAmt
Fundraising Direct Expenses$258,192FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$70,292TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$70,292ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Alumni Association900099$208,348$197,947$10,401$0
Marketing Communications519190$1,977,810$1,977,810$0$0
Parking812930$311,592$301,198$10,394$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$911,468TotalRevenueColumnAmt
Related Or Exempt Func Income$911,468RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,409,218OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,514,539,733TotalRevenueColumnAmt
Related Or Exempt Func Income$1,014,633,668RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$13,483,331UnrelatedBusinessRevenueAmt
Exclusion$2,047,080,283ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$33,850,797TotalAmt
Program Services$33,850,797ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$372,581,944TotalAmt
Program Services$372,581,944ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$9,304,818TotalAmt
Program Services$9,304,818ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,403,822TotalAmt
Program Services$3,062,674ProgramServicesAmt
Management And General$6,075,940ManagementAndGeneralAmt
Fundraising$265,208FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$580,947,387TotalAmt
Program Services$480,652,604ProgramServicesAmt
Management And General$75,547,671ManagementAndGeneralAmt
Fundraising$24,747,112FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$46,996,056TotalAmt
Program Services$37,562,553ProgramServicesAmt
Management And General$6,956,247ManagementAndGeneralAmt
Fundraising$2,477,256FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$101,208,519TotalAmt
Program Services$63,581,208ProgramServicesAmt
Management And General$34,139,720ManagementAndGeneralAmt
Fundraising$3,487,591FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,551,197TotalAmt
Program Services$27,182,392ProgramServicesAmt
Management And General$4,720,734ManagementAndGeneralAmt
Fundraising$1,648,071FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,722,125TotalAmt
Program Services$324,739ProgramServicesAmt
Management And General$1,397,386ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,530,908TotalAmt
Program Services$242,666ProgramServicesAmt
Management And General$1,288,242ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$216,175TotalAmt
Program Services$0ProgramServicesAmt
Management And General$216,175ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$64,840,735TotalAmt
Program Services$0ProgramServicesAmt
Management And General$64,840,735ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,990,997TotalAmt
Program Services$19,536,634ProgramServicesAmt
Management And General$4,820,445ManagementAndGeneralAmt
Fundraising$2,633,918FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,616,935TotalAmt
Program Services$4,536,496ProgramServicesAmt
Management And General$70,020ManagementAndGeneralAmt
Fundraising$10,419FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$53,162,754TotalAmt
Program Services$46,307,850ProgramServicesAmt
Management And General$6,022,957ManagementAndGeneralAmt
Fundraising$831,947FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$20,856,257TotalAmt
Program Services$10,335,092ProgramServicesAmt
Management And General$9,785,855ManagementAndGeneralAmt
Fundraising$735,310FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$813,294TotalAmt
Program Services$462,591ProgramServicesAmt
Management And General$350,703ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$64,532,594TotalAmt
Program Services$56,400,239ProgramServicesAmt
Management And General$7,225,207ManagementAndGeneralAmt
Fundraising$907,148FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$11,133,035TotalAmt
Program Services$10,653,007ProgramServicesAmt
Management And General$325,544ManagementAndGeneralAmt
Fundraising$154,484FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,710,295TotalAmt
Program Services$1,633,492ProgramServicesAmt
Management And General$917,981ManagementAndGeneralAmt
Fundraising$158,822FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$45,609,401TotalAmt
Program Services$35,751,288ProgramServicesAmt
Management And General$8,037,621ManagementAndGeneralAmt
Fundraising$1,820,492FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$102,429,788TotalAmt
Program Services$96,167,546ProgramServicesAmt
Management And General$6,020,447ManagementAndGeneralAmt
Fundraising$241,795FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$736,690TotalAmt
Program Services$736,690ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Food and entertainment$18,808,789$17,884,125$825,354$99,310
Investment Office expenses$39,252,773$0$39,252,773$0
Library books and serials$13,272,568$13,272,568$0$0
COVID-19 mitigation expenses$34,720,755$0$34,720,755$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$9,628,670TotalAmt
Program Services$9,027,996ProgramServicesAmt
Management And General$338,740ManagementAndGeneralAmt
Fundraising$261,934FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,705,430,078TotalAmt
Program Services$1,351,052,009ProgramServicesAmt
Management And General$313,897,252ManagementAndGeneralAmt
Fundraising$40,480,817FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$214,495,380BOYAmt
EOY$148,031,203EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$573,814,806BOYAmt
EOY$515,473,841EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$69,796,895BOYAmt
EOY$68,010,912EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$20,544,508BOYAmt
EOY$19,012,709EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$5,373,535BOYAmt
EOY$5,296,795EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,091,241BOYAmt
EOY$22,229,874EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,685,420,495LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,136,135,117LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,528,718,071BOYAmt
EOY$2,549,285,378EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,768,873,869BOYAmt
EOY$2,992,094,513EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$13,192,518,614BOYAmt
EOY$19,853,677,482EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$6,454,713BOYAmt
EOY$6,454,713EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,937,271BOYAmt
EOY$83,577,267EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,413,618,903BOYAmt
EOY$26,263,144,687EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$173,267,230BOYAmt
EOY$254,251,917EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$9,450,000BOYAmt
EOY$6,800,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$135,393,013BOYAmt
EOY$160,974,499EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,890,000BOYAmt
EOY$7,890,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$42,707,172BOYAmt
EOY$41,685,799EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,215,000,000BOYAmt
EOY$1,215,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,336,418,641BOYAmt
EOY$3,097,965,467EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,920,126,056BOYAmt
EOY$4,784,567,682EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,449,993,016BOYAmt
EOY$9,756,217,561EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,043,499,831BOYAmt
EOY$11,722,359,444EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,493,492,847BOYAmt
EOY$21,478,577,005EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,413,618,903BOYAmt
EOY$26,263,144,687EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,809,109,655ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,979,078,058NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$196,896,445OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$472,008,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$604,423,145CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$431,769,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$616,826,545CurrentTaxYearMinus1YearAmt
Current Tax Year$466,309,113CurrentTaxYearAmt
Total$2,591,336,173TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$472,008,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$604,423,145CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$431,769,100CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$616,826,545CurrentTaxYearMinus1YearAmt
Current Tax Year$466,309,113CurrentTaxYearAmt
Total$2,591,336,173TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$35,870,190SubstantialContributorsTotAmt
Public Support Total170$2,555,465,983PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$146,567,877CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,612,928CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$139,631,423CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$112,966,188CurrentTaxYearMinus1YearAmt
Current Tax Year$124,153,413CurrentTaxYearAmt
Total$646,931,829TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,602,939CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,563,083CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,254,844CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,204,531CurrentTaxYearMinus1YearAmt
Current Tax Year$3,597,118CurrentTaxYearAmt
Total$18,222,515TotalAmt
FieldValueIRS element (for citing)
Total Support$3,256,490,517TotalSupportAmt
Gross Receipts Rltd Activities$4,959,220,497GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7847PublicSupportCY170Pct
Public Support PY1700.7894PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - MISC FEES & COMMISSIONS, COLUMN A - 5602939.0, COLUMN B - 2563083.0, COLUMN C - 4254844.0, COLUMN D - 2204531.0, COLUMN E - 3597118.0, COLUMN F - 18222515.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd
Limited Control Provisions AppYes (X)LimitedControlProvisionsAppInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$241,221FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$241,221FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,715,804,704FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,716,045,925FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$406,296CurrentYearMinus3Amt
Current Year Minus2$376,850CurrentYearMinus2Amt
Current Year Minus1$251,874CurrentYearMinus1Amt
Current Year$241,221CurrentYearAmt
Total$1,276,241TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-A, Line 2 501(H) ElectionFormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Donor Advised Funds Held124DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$16,828,658DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$9,612,830DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$245,570,498DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,319,422,270BeginningYearBalanceAmt
Contributions$221,020,540ContributionsAmt
Investment Earnings Or Losses$6,335,903,104InvestmentEarningsOrLossesAmt
Grants Or Scholarships$181,221,864GrantsOrScholarshipsAmt
Other Expenditures$309,769,655OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$18,385,354,395EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,565,964,003BeginningYearBalanceAmt
Contributions$422,471,002ContributionsAmt
Investment Earnings Or Losses$822,244,833InvestmentEarningsOrLossesAmt
Grants Or Scholarships$137,642,635GrantsOrScholarshipsAmt
Other Expenditures$353,614,933OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$12,319,422,270EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,065,057,730BeginningYearBalanceAmt
Contributions$261,246,505ContributionsAmt
Investment Earnings Or Losses$765,578,576InvestmentEarningsOrLossesAmt
Grants Or Scholarships$130,944,418GrantsOrScholarshipsAmt
Other Expenditures$394,974,390OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$11,565,964,003EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,684,936,261BeginningYearBalanceAmt
Contributions$662,176,446ContributionsAmt
Investment Earnings Or Losses$1,163,921,488InvestmentEarningsOrLossesAmt
Grants Or Scholarships$124,814,669GrantsOrScholarshipsAmt
Other Expenditures$321,161,796OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$11,065,057,730EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,748,265,671BeginningYearBalanceAmt
Contributions$252,183,661ContributionsAmt
Investment Earnings Or Losses$1,064,158,115InvestmentEarningsOrLossesAmt
Grants Or Scholarships$116,509,007GrantsOrScholarshipsAmt
Other Expenditures$263,162,179OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$9,684,936,261EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.399BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.166PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.435TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$9,300,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$47,590,752OtherCostOrOtherBasisAmt
Book Value$56,890,752BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$84,786,044InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,814,584,414OtherCostOrOtherBasisAmt
Depreciation$781,092,989DepreciationAmt
Book Value$2,118,277,469BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,289,135OtherCostOrOtherBasisAmt
Depreciation$10,122,005DepreciationAmt
Book Value$24,167,130BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$374,799InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$409,765,742OtherCostOrOtherBasisAmt
Depreciation$248,892,964DepreciationAmt
Book Value$161,247,577BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$284,729,609OtherCostOrOtherBasisAmt
Depreciation$96,027,159DepreciationAmt
Book Value$188,702,450BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,549,285,378TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$2,444,481BookValueAmt
Method ValuationFMethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$8,929,359BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Short-term investments$1,369,849,821F
Public equities - U.S.$937,518,021F
Public equities - Non-U.S.$3,235,604,891F
Public equities - Long/short strategies$480,136,034F
Private equity$10,291,427,569F
OpportunisticF
Core diversifiers$2,196,306,973F
Fixed income$1,107,538,799F
Defined benefit pension plan assets$223,921,534F
FieldValueIRS element (for citing)
Total Book Value Securities$19,853,677,482TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)

DescDescAmtAmt
Short-term borrowing$43,003,000
Government advances for student loans$7,494,629
Liabilities associated with investments$2,494,891,771
Obligations under split-interest agreements$311,956,900
Conditional asset retirement obligations$26,452,859
Pension and other accrued postretirement benefits$104,217,963
Debt-related derivative instruments$57,639,660
Student organization funds and other deposits$9,223,523
Self-insurance reserves$2,598,176
Operating lease liabilities$36,711,399
Other liabilities$3,775,587
FieldValueIRS element (for citing)
Total Liability$3,097,965,467TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$8,219,666,086TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,979,078,058NetUnrealizedGainsInvstAmt
Other Revenue-$168,100,544OtherRevenueAmt
Revenue Not Reported$4,810,977,514RevenueNotReportedAmt
Revenue Subtotal$3,408,688,572RevenueSubtotalAmt
Investment Expenses Not Incld$106,685,775InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$834,614OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$105,851,161RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,514,539,733TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,234,581,928TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$834,614OtherExpensesIncludedAmt
Expenses Not Reported$834,614ExpensesNotReportedAmt
Expenses Subtotal$1,233,747,314ExpensesSubtotalAmt
Investment Expenses Not Incld2$106,685,775InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$364,996,989OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$471,682,764ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,705,430,078TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteTHE 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 collectionsTHE 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 fundsEndowment distributions are used to fund a variety of operational 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 990Tuition scholarships and fellowships - -XXX-XX-XXXX Room & board scholarships - -8428076 Net gain/(loss) on debt-related derivative instruments - 83063343 Net pension and postretirement benefits-related changes - 62937909 Change in value of split-interest agreements - 49542038 OTHER (CONTRA-EXPENSE) - 765156 Other non-operating changes in net assets - 1353155
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsExpenses associated with generating rental income - -576422 Direct expenses of fundraising events - -258192
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Expenses associated with generating rental income - 576422 Direct expenses of fundraising events - 258192
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsTuition scholarships and fellowships - XXX-XX-XXXX Room & board scholarships - 8428076 OTHER (CONTRA-EXPENSE) - -765156

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe 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 GOVERNMENTThe 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (74 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanInvestments$7,551,223,618
East Asia and the PacificInvestments$268,660,056
Europe (Including Iceland and Greenland)Investments$1,748,034,951
Middle East and North AfricaInvestments$14,186,161
North America (Canada & Mexico only)Investments$287,979,630
Russia and Neighboring StatesInvestments$2,492,869
South AmericaInvestments$13,584,053
South AsiaInvestments$333,548,351
Sub-Saharan AfricaInvestments$595,429,699
East Asia and the PacificProgram Services$927,27814International Study Program
Europe (Including Iceland and Greenland)Program Services$11,948,268476International Study Program
Middle East and North AfricaProgram Services$443,14213International Study Program
North America (Canada & Mexico only)Program Services$169,86712International Study Program
South AmericaProgram Services$349,04825International Study Program
South AsiaProgram Services$90,1901International Study Program
Sub-Saharan AfricaProgram Services$12,641International Study Program
Central America and the CaribbeanProgram Services$16,000International Study Program
East Asia and the Pacific,Investment Operations$5,460
Europe (Including Iceland and Greenland),Investment Operations$997,772
North America (Canada & Mexico only),Investment Operations$220
South Asia,Investment Operations$40,044
Sub-Saharan Africa,Investment Operations$24,023,030
Europe (Including Iceland and Greenland)Fundraising-$1,438
North America (Canada & Mexico only)Fundraising-$169
South AsiaFundraising$48
East Asia and the PacificGrantmaking$374,613
Europe (Including Iceland and Greenland)Grantmaking$919,905
Middle East and North AfricaGrantmaking$1,987,588
North America (Canada & Mexico only)Grantmaking$160,804
South AmericaGrantmaking$899,843
South AsiaGrantmaking$35,405
Sub-Saharan AfricaGrantmaking$2,004,304
Central America and the CaribbeanGrantmaking$2,912,609
Central America and the CaribbeanProgram Services$3,182Instruction
Central America and the CaribbeanProgram Services$31Management & General
Central America and the CaribbeanProgram Services$1,93210Other
Central America and the CaribbeanProgram Services$66,0739Research
East Asia and the PacificProgram Services$134Auxillary Enterprises
East Asia and the PacificProgram Services$1,125Instruction
East Asia and the PacificProgram Services$684Management & General
East Asia and the PacificProgram Services$2,2975Other
East Asia and the PacificProgram Services$7,418Research
Europe (Including Iceland and Greenland)Program Services-$137Auxillary Enterprises
Europe (Including Iceland and Greenland)Program Services$23,471Instruction
Europe (Including Iceland and Greenland)Program Services$2,831Management & General
Europe (Including Iceland and Greenland)Program Services$13,3017Other
Europe (Including Iceland and Greenland)Program Services$264,33418Research
Middle East and North AfricaProgram Services$175Auxillary Enterprises
Middle East and North AfricaProgram Services$907Instruction
Middle East and North AfricaProgram Services$1,010Management & General
Middle East and North AfricaProgram Services-$190Other
Middle East and North AfricaProgram Services$1,299Research
North America (Canada & Mexico only)Program Services$308Auxillary Enterprises
North America (Canada & Mexico only)Program Services$2,132Instruction
North America (Canada & Mexico only)Program Services$354Management & General
North America (Canada & Mexico only)Program Services$4124Other
North America (Canada & Mexico only)Program Services$598Research
Russia and Neighboring StatesProgram Services$432Instruction
Russia and Neighboring StatesProgram Services$104Management & General
Russia and Neighboring StatesProgram Services$414Other
Russia and Neighboring StatesProgram Services$604Research
South AmericaProgram Services$402Instruction
South AmericaProgram Services$121Management & General
South AmericaProgram Services$80219Other
South AmericaProgram Services$5174Research
South AsiaProgram Services$701Instruction
South AsiaProgram Services$11Management & General
South AsiaProgram Services$5813Other
South AsiaProgram Services$1,251Research
Sub-Saharan AfricaProgram Services-$271Auxillary Enterprises
Sub-Saharan AfricaProgram Services$12,6221Instruction
Sub-Saharan AfricaProgram Services$2,766Management & General
Sub-Saharan AfricaProgram Services$5061Other
Sub-Saharan AfricaProgram Services$155,080223Research
FieldValueIRS element (for citing)
Subtotal Offices9SubtotalOfficesCnt
Subtotal Employees91SubtotalEmployeesCnt
Continuation Total Office2ContinuationTotalOfficeCnt
Continuation Total Employee114ContinuationTotalEmployeeCnt
Total Office11TotalOfficeCnt
Total Employee205TotalEmployeeCnt
Subtotal Spent$10,829,079,822SubtotalSpentAmt
Continuation Spent$34,945,839ContinuationSpentAmt
Total Spent$10,864,025,661TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (30 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Middle East and North Africasee Part V$19,500Check/Wire
East Asia and the Pacificsee Part V$14,800Check/Wire
Sub-Saharan Africasee Part V$6,425Check/Wire
Central America and the Caribbeansee Part V$2,906,109Check/Wire
Sub-Saharan Africasee Part V$277,142Check/Wire
Europe (Including Iceland and Greenland)see Part V$64,267Check/Wire
East Asia and the Pacificsee Part V$125,337Check/Wire
South Asiasee Part V$11,304Check/Wire
Europe (Including Iceland and Greenland)see Part V$75,000Check/Wire
Sub-Saharan Africasee Part V$1,507,106Check/Wire
Sub-Saharan Africasee Part V$57,813Check/Wire
Sub-Saharan Africasee Part V$45,207Check/Wire
Sub-Saharan Africasee Part V$10,000Check/Wire
Europe (Including Iceland and Greenland)see Part V$251,695Check/Wire
North America (Canada & Mexico only)see Part V$9,204Check/Wire
North America (Canada & Mexico only)see Part V$87,000Check/Wire
South Americasee Part V$862,280Check/Wire
Europe (Including Iceland and Greenland)see Part V$166,138Check/Wire
Middle East and North Africasee Part V$1,787,970Check/Wire
Sub-Saharan Africasee Part V$8,500Check/Wire
South Americasee Part V$33,633Check/Wire
Europe (Including Iceland and Greenland)see Part V$77,948Check/Wire
Sub-Saharan Africasee Part V$12,000Check/Wire
Middle East and North Africasee Part V$164,293Check/Wire
Sub-Saharan Africasee Part V$6,000Check/Wire
East Asia and the Pacificsee Part V$100,000Check/Wire
Europe (Including Iceland and Greenland)see Part V$19,125Check/Wire
North America (Canada & Mexico only)see Part V$22,325Check/Wire
Europe (Including Iceland and Greenland)see Part V$27,105Check/Wire
Sub-Saharan Africasee Part V$70,054Check/Wire
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org28TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (19 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Housing and Other AssistanceCentral America and the Caribbean1$4,500CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceEast Asia and the Pacific30$49,755CHECK/WIRED/DIRECT DEPOSIT
Housing and Other AssistanceEurope (Including Iceland and Greenland)4$17,700CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceMiddle East and North Africa1$200CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceNorth America (Canada & Mexico only)3$15,400CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceSouth America1$70CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceSouth Asia1$3,232CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceSub-Saharan Africa1$3,000CHECK/WIRE/DIRECT DEPOSIT
Prizes and AwardsEast Asia and the Pacific4$54,026CHECK/WIRE/DIRECT DEPOSIT
Prizes and AwardsEurope (Including Iceland and Greenland)3$213,085CHECK/WIRE/DIRECT DEPOSIT
Prizes and AwardsMiddle East and North Africa1$15,625CHECK/WIRE/DIRECT DEPOSIT
Prizes and AwardsNorth America (Canada & Mexico only)2$26,875CHECK/WIRE/DIRECT DEPOSIT
Prizes and AwardsSouth Asia1$16,009CHECK/WIRE/DIRECT DEPOSIT
Research/TravelCentral America and the Caribbean1$2,000CHECK/WIRE/DIRECT DEPOSIT
Research/TravelEast Asia and the Pacific2$30,695CHECK/WIRE/DIRECT DEPOSIT
Research/TravelEurope (Including Iceland and Greenland)13$7,842CHECK/WIRE/DIRECT DEPOSIT
Research/TravelSouth America3$3,859CHECK/WIRE/DIRECT DEPOSIT
Research/TravelSouth Asia3$4,860CHECK/WIRE/DIRECT DEPOSIT
Research/TravelSub-Saharan Africa2$1,057CHECK/WIRE/DIRECT DEPOSIT
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsALL 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 II, Line 1(d) Purpose of GrantPayments 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 F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSALL 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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Golf OutingEvent1Nm
Gross Receipts Event1$306,540GrossReceiptsEvent1Amt
Charitable Contri Event1$124,700CharitableContriEvent1Amt
Gross Revenue Event1$181,840GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$1,789NonCashPrizesEvent1Amt
Rent Facility Costs Event1$235,000RentFacilityCostsEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$13,835OtherDirectExpensesEvent1Amt
Event2Annual DinnerEvent2Nm
Gross Receipts Event2$77,325GrossReceiptsEvent2Amt
Charitable Contri Event2$71,265CharitableContriEvent2Amt
Gross Revenue Event2$6,060GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Food And Beverage Event2$4,781FoodAndBeverageEvent2Amt
Entertainment Event2$0EntertainmentEvent2Amt
Other Direct Expenses Event2$2,787OtherDirectExpensesEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$383,865GrossReceiptsTotalAmt
Charitable Contributions Tot$195,965CharitableContributionsTotAmt
Gross Revenue Total Events$187,900GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,789NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$235,000RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,781FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$16,622OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$258,192DirectExpenseSummaryEventsAmt
Net Income Summary-$70,292NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (279 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
412 Food Rescue Inc
6140 Station StPittsburghPA15206473476140501(c)(3)$100,000see Part IV
Adaptive Sports Ctr
PO Box 1639Crested ButteCO81224841063447501(c)(3)$100,000see Part IV
Alaska Ocean Observing System
301 Railway AveSewardAK99664920132479501(c)(3)$77,688see Part IV
Albert Einstein College of Medicine
1300 Morris Park AveBronxNY10461472209056501(c)(3)$165,000see Part IV
All Faiths Food Bank Inc
8171 Blaikie CtSarasotaFL34240650115814501(c)(3)$40,000see Part IV
American Battlefield Trust
1156 15th Street NWWashingtonDC20005541426643501(c)(3)$10,000see Part IV
American Cancer Society
250 Williams Street NWAtlantaGA30303131788491501(c)(3)$7,600see Part IV
Ancilla College
9601 Union RdDonaldsonIN46513356071917501(c)(3)$50,000see Part IV
Angels Place
29299 Franklin RdSouthfieldMI48034383068201501(c)(3)$10,000see Part IV
AnitaBorg
1301 Shoreway RdBelmontCA94002770480427501(c)(3)$8,000see Part IV
Applied Tech Council
201 Redwood ShRedwood CityCA94065237231360501(c)(3)$14,183see Part IV
Arizona State University
660 South Mill AvenueTempeAZ85281860196696State of Arizona$17,357see Part IV
Aspen Institute
2300 N Street Suite 700WashingtonDC20037840399006501(c)(3)$50,000see Part IV
Association of Graduates USMA
698 Mills RdWest PointNY10996141260763501(c)(3)$10,000see Part IV
Assumption of the Blessed Virgin Mary
4101 Old Bethlehem PikeBethlehemPA180159097231536963501(c)(3)$30,000see Part IV
Athenai Institute
1020 N Rodney StWilmingtonDE19806850895172501(c)(3)$15,000see Part IV
Auburn University
208 M White Smith HallAuburnAL368490001636000724501(c)(3)$8,727see Part IV
B Strong Ride
954 8th StBoulderCO80302452675512501(c)(3)$10,000see Part IV
Ball State University
2000 West University AvenueMuncieIN473060001356000221State of Indiana$13,583see Part IV
Barnard College
3009 BroadwayNew YorkNY100276598131628149501(c)(3)$63,599see Part IV
Bethel University
1001 Bethel CircleMishawakaIN465452232350935587501(c)(3)$50,000see Part IV
Big BrothersBig Sisters
2502 N Rocky Point Dr Suite 550TampaFL33607231365190501(c)(3)$25,000see Part IV
Bloomsburg University Foundation Inc
50 Main StreetBloomsburgPA17815237088491501(c)(3)$103,266see Part IV
Boise State University
1910 University DriveBoiseID837251135820290701501(c)(3)$11,834see Part IV
Boston University
595 Commonwealth AveBostonMA02215042103547501(c)(3)$50,641see Part IV
Boys & Girls Club of Goshen
Post Office Box 614GoshenIN465270614311156334501(c)(3)$10,000see Part IV
Boys & Girls Club of the Lewis Clark Valley Inc
1021 Burrell AvenueLewistonID835015467826001432501(c)(3)$6,000see Part IV
Boys & Girls Club-St Joseph County
502 E Sample StreetSouth BendIN46601351329625501(c)(3)$22,740see Part IV
Braun Analytics
51285 Bittersweet RoadGrangerIN46530810880476$15,000see Part IV
Brigham Young University
75 Francis StreetBostonMA02115042312909501(c)(3)$64,610see Part IV
Brothers of Holy Cross
PO Box 460Notre DameIN46556350868938501(c)(3)$25,000see Part IV
BuildOn
PO Box 16741StamfordCT06905223128648501(c)(3)$50,000see Part IV
C24 7 Fathers Arms Ministries
1348 West Howard StreetChicagoIL606267177813116501501(c)(3)$10,000see Part IV
California Institute of Technology
1200 East California BoulevardPasadenaCA911250001951643307501(c)(3)$83,779see Part IV
Campaign for Catholic Schools
66 Brooks DriveBraintreeMA021843839262290458501(c)(3)$7,500see Part IV
Cardinal Glennon Foundation
3800 Park AvenueSaint LouisMO63110431754347501(c)(3)$10,000see Part IV
Casie Center Inc
533 N Niles AveSouth BendIN46617351899479501(c)(3)$10,000see Part IV
Catholic Charities Dallas
1421 W Mockingbird LaneDallasTX75247752745221501(c)(3)$15,000see Part IV
Catholic Charities Fort Worth
Post Office Box 15610Fort WorthTX761190610750808769501(c)(3)$7,500see Part IV
Catholic Charities of Archdiocese of Chicago
721 North La Salle DriveChicagoIL606543751362170821501(c)(3)$30,000see Part IV
Catholic Charities of the Archdiocese of Galveston-Houston
2900 Louisiana StreetHoustonTX77006741109733501(c)(3)$15,000see Part IV
Catholic Charities of the Archdiocese of Washington DC
924 G Street NorthwestWashingtonDC200014532530196524501(c)(3)$150,000see Part IV
Catholic Church Extension Society
150 South Wacker DriveChicagoIL606064214366000520501(c)(3)$10,000see Part IV
Catholic Education Foundation
401 West Main StreetLouisvilleKY402022937611294640501(c)(3)$25,000see Part IV
Catholic Student Center at Washington University
20 Archbishop May DrSt LouisMO63105430653244501(c)(3)$10,000see Part IV
Center for Disease Control
1600 Clinfton RD NE Mailstop D-42AtlantaGA30329586051157Federal$51,980see Part IV
Center for the Homeless
813 S Michigan StreetSouth BendIN46601351768544501(c)(3)$121,945see Part IV
Chicago Community Trust
225 N Michigan Ave Ste 2200ChicagoIL606017672362167000501(c)(3)$100,000see Part IV
Chicago Council on Global Affairs
180 N Stetson Ave Suite 1400ChicagoIL60601362181969501(c)(3)$70,000see Part IV
Children's Home & Aid Society of Illinois
125 South Wacker DriveChicagoIL606064429362167743501(c)(3)$10,000see Part IV
Cold Spring Harbor Laboratory
1 Bungtown RoadCold Spring HarborNY117242202112013303$20,000see Part IV
College of Charleston
66 George StCharlestonSC294240001576000265501(c)(3)$5,629see Part IV
College of St Benedict
37 College Avenue SouthSaint JosephMN563742099410969244501(c)(3)$5,531see Part IV
Colorado School of Mines
1500 Illinois StGoldenCO80401846000551501(c)(3)$25,383see Part IV
Colorado State University
601 South Howes StFort CollinsCO805212807846000545State of Colorado$161,634see Part IV
Columbia University
622 West 113th StreetNew YorkNY100257982135598093501(c)(3)$54,998see Part IV
Combined Arms
2929 McKinneyHoustonTX77003475648923501(c)(3)$15,000see Part IV
Community Foundation of St Joseph
PO Box 837South BendIN46624237365930501(c)(3)$1,000,000see Part IV
Community InitiativesThe Carpentries
1000 BroadwayOaklandCA946074044943255070501(c)(3)$7,500see Part IV
Conesus Fest for Charity Inc
11 Cynthia CircleOrchard ParkNY141271671161439738501(c)(3)$10,000see Part IV
Congregation of Holy Cross
PO BOX 774NOTRE DAMEIN465560774320344245501(c)(3)$265,075see Part IV
Construction Education Trust
31800 Sherman AvenueMadison HeightsMI480715604386624867501(c)(3)$82,600see Part IV
Cornell University
377 PINE TREE ROADIthacaNY14850150532082501(c)(3)$588,066see Part IV
Corporation for Supportive Housing
61 Broadway Suite 2300New YorkNY10006133600232501(c)(3)$24,961see Part IV
Corvilla Inc
3620 Deahl CourtSouth BendIN466289771356062577501(c)(3)$7,000see Part IV
County of Santa Clara
70 W Hedding StSan JoseCA95110946000533501(c)(3)$50,676see Part IV
Cristo Rey Network
11 East Adams Street Suite 800ChicagoIL60603043730980501(c)(3)$10,000see Part IV
Cultivate Food Rescue
701 North Niles AvenueSouth BendIN466171923813306113501(c)(3)$21,000see Part IV
Cure Alzheimer's Fund
34 Washington Street Suite 200Wellesley HillsMA02481522396428501(c)(3)$250,000see Part IV
Cuyahoga County Public Library
2111 Snow RoadParmaOH441342728346000819501(c)(3)$50,000see Part IV
Dartmouth College
6066 Development OfficeHanoverNH03755020222111501(c)(3)$14,663see Part IV
Dawn Brancheau Foundation Inc
2903 Flossmoor RdFlossmoorIL60422273700500501(c)(3)$15,000see Part IV
Declan Drumm Sullivan Memorial Fund
3539 Long Grove RoadLong GroveIL60047276886934501(c)(3)$25,000see Part IV
Desales University
2755 Station AvenueCenter ValleyPA180349568231653718501(c)(3)$10,000see Part IV
Diocese of Fort Wayne-So Bend
915 S Clinton StreetFort WayneIN46802350876373501(c)(3)$75,000see Part IV
Diocese of Metuchen
146 Metlars LanePiscatawayNJ088544303222385423501(c)(3)$10,000see Part IV
Dog Tag Inc
3206 Grace Street NWWashingtonDC200073613452130904501(c)(3)$25,000see Part IV
Downtown South Bend Inc
217 S Michigan StreetSouth BendIN46601351546291$15,000see Part IV
Duke University
2200 West Main StDurhamNC277084677560532129501(c)(3)$243,943see Part IV
Dynamic Catholic Institute
901 Adams CrossingCincinnatiOH45202264549213501(c)(3)$25,000see Part IV
Early Childhood Development Center
10 Child Care CenterNotre DameIN46556311188922501(c)(3)$200,000see Part IV
East Carolina University
2200 South Charles BlvdGreenvilleNC278581821566093187501(c)(3)$135,687see Part IV
Eisenhower Medical Center
39000 Bob Hope DriveRancho MirageCA922703221956130458501(c)(3)$600,000see Part IV
Empower Illinois
200 North La Salle StreetChicagoIL60601272479414501(c)(3)$25,000see Part IV
enFocus Inc
635 South Lafayette BoulevardSouth BendIN466012219455638209501(c)(3)$932,000see Part IV
Epibone
760 Parkside AvenueBrooklynNY112261785800952865$76,554see Part IV
EqPrin to Archdiocese of Washington
5001 Eastern AveHyattsvilleMD20782530196550501(c)(3)$46,126see Part IV
Eye to Eye
50 Broad Street Suite 1702New YorkNY10004510570498501(c)(3)$250,000see Part IV
Family & Children's Center
300 S Saint Louis BoulevardSouth BendIN466173094350869031501(c)(3)$17,400see Part IV
Family Justice Center of St Joseph County
533 N Niles AvenueSouth BendIN46617020736475501(c)(3)$10,200see Part IV
Feeding America
161 North Clark StreetChicagoIL606013389363673599501(c)(3)$35,000see Part IV
FeedMore WNY Inc
100 James E Casey DriveBuffaloNY142062368222470820501(c)(3)$7,500see Part IV
Fellowship of Catholic University Students
Post Office Box 17408DenverCO80217841522811501(c)(3)$25,000see Part IV
Fidelity Investment Charitable Gift
200 Seaport BoulevardBostonMA022102031110303001501(c)(3)$266,944see Part IV
Fischoff National Chamber Music Association
119 Haggar HallNotre DameIN465565636351650154501(c)(3)$33,108see Part IV
Food Bank of Northern Indiana
PO Box 11365South BendIN46634351898055501(c)(3)$11,375see Part IV
Fordham University
441 E Fordham RoadBronxNY10458131740451501(c)(3)$16,423see Part IV
Forging Industry Education & Research Foundation
1111 Superior Avenue EastClevelandOH441142568346556992501(c)(3)$10,000see Part IV
Forte Foundation
9600 Escarpment BlvdAustinTX78749611457145501(c)(3)$20,500see Part IV
Forty Carrots of Sarasota Inc
1500 South Tuttle AvenueSarasotaFL342392615650405988501(c)(3)$20,000see Part IV
Foster America
Post Office Box 220080BostonMA021220010384011253501(c)(3)$25,000see Part IV
Foundation of St Joseph Health Systems
707 East Cedar StreetSouth BendIN466172056351654543501(c)(3)$10,000see Part IV
Fred Hutchinson Cancer Research Cen
1100 Fairview Avenue NorthSeattleWA981094433237156071501(c)(3)$25,000see Part IV
Friends of the Juvenile Justice Center
1000 S Michigan StreetSouth BendIN46601352097175501(c)(3)$9,600see Part IV
Furman University
3300 Poinsett HighwayGreenvilleSC296131000570314395501(c)(3)$10,000see Part IV
General Electric Corporation (GE)
dba GE Aviation PO Box 641027PittsburghPA152641027140689340$218,475see Part IV
Georgia Tech
926 Dalney St NWAtlantaGA30318580603146State of Georgia$1,694,108see Part IV
Global Citizen Year Inc
1625 Clay StreetOaklandCA946121564263161342501(c)(3)$200,000see Part IV
Gonzaga University
502 East Boone AveSpokaneWA992581774910236600501(c)(3)$21,293see Part IV
Gordon College
255 Grapevine RoadWenhamMA01984042104258501(c)(3)$17,226see Part IV
Goshen College
1700 South Main StGoshenIN46526352158366501(c)(3)$54,173see Part IV
Grassroot Soccer Inc
15 Lebanon StHanoverNH03755431957920501(c)(3)$500,000see Part IV
Healing Emergency Aid Response Team
614 Frelinghuysen AvenueNewarkNJ071141356208583681501(c)(3)$10,110see Part IV
Henry M Jackson Foundation
6720A Rockledge DrBethesdaMD20817521317896501(c)(3)$444,466see Part IV
Holy Cross College
54515 State Road 933 NorthNotre DameIN46556351148835501(c)(3)$50,000see Part IV
Holy Cross School
1020 Wilber StreetSouth BendIN46628350992113501(c)(3)$5,175see Part IV
HomeFirst of Santa Clara County
507 Valley WayMilpitasCA95035942684272501(c)(3)$34,058see Part IV
Horizon Education Alliance
124 E WASHINGTON STGoshenIN465283727460803293501(c)(3)$59,616see Part IV
Horizons for Youth
703 West Monroe StreetChicagoIL60661363796784501(c)(3)$80,000see Part IV
icstars
415 N DearbornChicagoIL60654364253411501(c)(3)$6,250see Part IV
Illinois Institute of Technology
3424 S State StChicagoIL60616362170136501(c)(3)$202,563see Part IV
Immaculate Conception Church
316 Old Allerton RoadAnnandaleNJ088013215221508582501(c)(3)$10,000see Part IV
Indian River Hospital Foundation Inc
1000 36th StreetVero BeachFL329604862590760215501(c)(3)$10,000see Part IV
Indiana State University
200 N 7th StTerre HauteIN47809356001670State of Indiana$8,426see Part IV
Indiana University
400 E 7th StBloomingtonIN482780001356001673State of Indiana$718,416see Part IV
Industrial Arts Institute Inc
20902 Washington AvenueOnawayMI497658868463997543501(c)(3)$96,250see Part IV
International Research & Exchanges
Suite 600 1275 K Street NorthwestWashingtonDC200054064223087809501(c)(3)$183,573see Part IV
Issue One
1401 K Street NorthwestWashingtonDC200054574320384285501(c)(3)$25,000see Part IV
Ivy Tech Community College
50 W Fall Creek Pkwy North DriveIndianapolisIN462085752237073977501(c)(3)$737,427see Part IV
Jewish Family Services
4131 S BraeswoodHoustonTX77025741152607501(c)(3)$15,000see Part IV
Joan & Sanford I Weill Medical College
1300 York AvenueNew YorkNY100654805131623978501(c)(3)$106,464see Part IV
Johns Hopkins University
3910 Keswick RoadBaltimoreMD21211520595110501(c)(3)$754,337see Part IV
Joyful Heart Foundation
25 BroadwayNew YorkNY10004721519537501(c)(3)$12,500see Part IV
Junior Achievement of Northern Indiana
550 E Wallen RdFort WayneIN46825351458558501(c)(3)$7,500see Part IV
Kipp New Jersey A NJ Nonprofit Corp
Suite 802 60 Park PlaceNewarkNJ071025508462792701501(c)(3)$25,000see Part IV
La Casa de Amistad
3423 S Michigan StSouth BendIN46614351350013501(c)(3)$7,500see Part IV
Landon School Corporation
6101 Wilson LaneBethesdaMD208173107520635092501(c)(3)$25,000see Part IV
Little Traverse Conservancy
3264 Powell RoadHarbor SpringsMI497409469237267810501(c)(3)$25,000see Part IV
Logan Community Resources
2505 E JEFFERSON BLVDSouth BendIN46615350965639501(c)(3)$89,975see Part IV
Louisiana State University
204 Thomas Boyd HallBaton RougeLA708030110726000848501(c)(3)$86,207see Part IV
Loyola University Chicago
820 North Michigan AvenueChicagoIL606112196361408475501(c)(3)$402,607see Part IV
Mathematica Policy Research
Post Office Box 2393PrincetonNJ085432393222112296$281,147see Part IV
Mayo Clinic
200 First St SWRochesterMN55902416011702501(c)(3)$25,000see Part IV
Meals on Wheels for Western New York
100 James E Casey DriveBuffaloNY142062368160959060501(c)(3)$10,000see Part IV
Metropolitan Family Service (MFS)
1808 SE Belmont StPortlandOR97214930397825501(c)(3)$18,883see Part IV
Michiana Partnership Inc
635 S Lafayette BlvdSouth BendIN46601800688483501(c)(6)$129,235see Part IV
Michigan State University
535 Chestnut RdEast LansingMI48824386005984State of Michigan$55,394see Part IV
Misericordia Home
6300 North RidgeChicagoIL60660362170153501(c)(3)$30,100see Part IV
Montana State University
211 MT HallBozemanMT597172470816010045State of Montana$181,603see Part IV
Munson Healthcare Foundations
1150 Sixth StTraverse CityMI496847800471161992501(c)(3)$100,000see Part IV
Nantucket Project Academy Inc
4 North Water StreetNantucketMA025542361821949598501(c)(3)$25,000see Part IV
National Institute of Health
2115 E Jefferson St MSC 8500BethesdaMD208928500520859115Federal$97,500see Part IV
Naval Postgraduate School
PO Box 8626MontereyCA93943237098729501(c)(3)$215,000see Part IV
New Day Foundations for Families
245 Barclay CircleRochester HillsMI483075825260609040501(c)(3)$80,000see Part IV
Norfolk State University Foundation
700 Park Avenue HBW Suite 410NorfolkVA23504237235954501(c)(3)$25,000see Part IV
Northwestern University
633 Clark StEvanstonIL602080001362167817501(c)(3)$444,145see Part IV
NYU Langone Hospitals
1 Park AvenueNew YorkNY100165818133971298501(c)(3)$10,000see Part IV
Oregon State University
Post Office Box 960CorvallisOR97331611730890State of Oregon$158,875see Part IV
Our Lady of Joy Roman Catholic Parish
PO Box 11359CarefreeAZ853771359364644261501(c)(3)$20,000see Part IV
Part of the Solution (POTS)
2759 Webster AvenueBronxNY104583708133425071501(c)(3)$10,000see Part IV
Pennsylvania Ballet Association
100 S Broad StreetPhiladelphiaPA191071025231629970501(c)(3)$10,000see Part IV
Performance Zone Inc
75 Maiden LaneNew YorkNY100384614133357408501(c)(3)$10,000see Part IV
Pokagon Band of Potawatomi
3733 Locust RoadSouth BendIN46614383278535Fed Recogn'd Tribe$14,861see Part IV
Polaris
Post Office Box 65323WashingtonDC200355323030391561501(c)(3)$25,000see Part IV
Potawatomi Zoo
500 South Greenlawn AvenueSouth BendIN46615351183974501(c)(3)$50,000see Part IV
Princeton University
701 Carnegie CenterPrincetonNJ085445292210634501501(c)(3)$171,202see Part IV
Purdue University
403 West Wood StWest LafayetteIN479072040356002041State of Indiana$788,206see Part IV
Quantum Leap Farm Inc
10401 Woodstock RoadOdessaFL335565011593469464501(c)(3)$9,500see Part IV
Real Services
1151 South Michigan StreetSouth BendIN466013427351157606501(c)(3)$5,100see Part IV
Rescue Inc
Post Office Box 4488South BendIN466344488351038532501(c)(3)$10,000see Part IV
Research Foundation of CUNY
230 W 41st StNew YorkNY10036131988190501(c)(3)$14,795see Part IV
Research Foundation of SUNY
Post Office Box 9AlbanyNY122010009141368361501(c)(3)$36,698see Part IV
Research Triangle Institute
3040 E Cornwallis RdResearch Triangle ParkNC27709560686338501(c)(3)$16,263see Part IV
Rice University
PO Box 1892HoustonTX77251741109620501(c)(3)$185,027see Part IV
Roman Catholic Diocese of Charlotte
1123 South Church StreetCharlotteNC282034003561000633501(c)(3)$100,000see Part IV
Ronald McDonald House of Dallas
4707 Bengal StreetDallasTX752358007751609401501(c)(3)$25,000see Part IV
Roosevelt University
430 South Michigan AvenueChicagoIL606051394362167854501(c)(3)$111,000see Part IV
Rutgers
100 Struble RDBranchvilleNJ07826226001086State of New Jersey$35,000see Part IV
Saint Mary's College
110 Le Mans HallNotre DameIN46556350868158501(c)(3)$136,244see Part IV
San Jose State University Research
210 N 4th StSan JoseCA95112946017638501(c)(3)$18,765see Part IV
Schwab Charitable Fund
211 Main StreetSan FranciscoCA941051905311640316501(c)(3)$556,761see Part IV
Seattle Children's Hospital
Post Office Box 5371SeattleWA981245005911156519501(c)(3)$1,326,385see Part IV
Sisters of the Holy Cross
407 Bertrand Hall - St MarysNotre DameIN465565000350868159501(c)(3)$15,000see Part IV
Smithsonian Institution
PO Box 37012 MRC 035WashingtonDC20013530206027501(c)(3)$53,648see Part IV
South Bend Alumni Association
215 S St Joseph StreetSouth BendIN46601351674506501(c)(3)$7,500see Part IV
South Bend Elkhart Regional Partner
635 S Lafayette BlvdSouth BendIN46601351893288501(c)(3)$261,164see Part IV
South Bend Regional Chamber
101 N Michigan StSouth BendIN46601350153330501(c)(6)$124,616see Part IV
South Bend Symphony Orchestra
127 North Michigan StreetSouth BendIN466011603356042189501(c)(3)$20,000see Part IV
South Bend Venues Parks & Arts
321 E Walter StSouth BendIN466173011273843043501(c)(3)$9,000see Part IV
South Dakota School of Mines and Technology
500 E Capitol AvePierreSD57501466000364State of SD$36,610see Part IV
Southern Methodist University
3140 Dyer StDallasTX75205750800689501(c)(3)$45,750see Part IV
Special Camps for Special Kids
4925 Greenville AveDallasTX75206752205242501(c)(3)$10,000see Part IV
St Adalbert's School
519 S Olive StreetSouth BendIN46619351095958501(c)(3)$10,000see Part IV
St Ann School
2211 West 18th PlaceChicagoIL60608362284297501(c)(3)$15,000see Part IV
St Ann's Catholic Church
1906 West Texas AvenueMidlandTX797016564751444946501(c)(3)$20,000see Part IV
St Clare of Assisi Catholic Church
15642 Clayton RoadEllisvilleMO630112398430792494501(c)(3)$15,000see Part IV
St Francis of Assisi Catholic Church
1025 South Union StreetTraverse CityMI496843298381360910501(c)(3)$25,000see Part IV
St Francis Xavier Parish
524 9th StreetWilmetteIL600912714362171003501(c)(3)$15,000see Part IV
St John the Evangelist Catholic School
2401 Lake Park DriveSmyrnaGA30080581097003501(c)(3)$12,000see Part IV
St Joseph County Parks & Rec Dept
50651 Laurel RoadSouth BendIN466371004351459569501(c)(3)$10,000see Part IV
St Joseph County Public Library
304 South Main StreetSouth BendIN46601351479645501(c)(3)$70,000see Part IV
St Joseph County Right to Life
2004 Ironwood Circle Suite 130South BendIN46635351594988501(c)(3)$5,500see Part IV
St Joseph County Treasurer
227 W Jefferson BlvdSouth BendIN46601356000194Govt$54,694see Part IV
St Joseph Peruvian Mission Fund
Post Office Box 6693EdmondOK730836693743053321501(c)(3)$6,000see Part IV
St Margaret's House
117 N Lafayette BoulevardSouth BendIN46601351913328501(c)(3)$37,685see Part IV
St Patrick's Church
126 Woodland AveMalvernPA193552747231353342501(c)(3)$10,000see Part IV
St Paul Catholic Church and School
1425 East Shelby DriveMemphisTN381167219620528603501(c)(3)$10,000see Part IV
St Pius X Catholic Church
52553 Fir RoadGrangerIN465308865350940397501(c)(3)$25,000see Part IV
Stanford University
326 Galvez StreetStanfordCA94305941156365501(c)(3)$1,389,469see Part IV
Summits Education
800 Boylston StBostonMA02199472768711501(c)(3)$137,649see Part IV
Syracuse University
640 Skytop RoadSyracuseNY132440001150532081501(c)(3)$10,419see Part IV
TERC
2067 Massachusetts AveCambridgeMA02140046134355501(c)(3)$53,451see Part IV
Texas Biomedical Research Institute
Post Office Box 760549San AntonioTX782450549741109630501(c)(3)$617,343see Part IV
The Goodwill Excel Center
1015 Norwood Park BlvdAustinTX78753741322808501(c)(3)$15,000see Part IV
The History Museum
808 West Washington StreetSouth BendIN466011439351124156501(c)(3)$11,000see Part IV
The Institute for College Access and Success
405 14th StreetOaklandCA94612201368860501(c)(3)$161,980see Part IV
The Ohio State University
901 Woody Hayes DrColumbusOH43210316025986State of Ohio$67,073see Part IV
The Rock of Kingsley Inc
115 BLAIR STKingsleyMI496490207261548274501(c)(3)$8,000see Part IV
The Wistar Institute
3601 Spruce StreetPhiladelphiaPA191044265236434390501(c)(3)$309,999see Part IV
Think of Us
700 Pennsylvania Avenue SEWashingtonDC200032493821157215501(c)(3)$20,000see Part IV
Third Coast Percussion
4045 N Rockwell StChicagoIL60618421744369501(c)(3)$122,250see Part IV
UNICEF USA
125 Maiden LaneNew YorkNY100384999131760110501(c)(3)$10,000see Part IV
United States Geological Survey
12201 Sunrise ValleyRestonVA20192530196958Federal$14,700see Part IV
United Way of Indian River County Inc
PO Box 1960Vero BeachFL329600620591087090501(c)(3)$10,000see Part IV
United Way of Metropolitan Chicago
333 South Wabash AvenueChicagoIL606044503300200478501(c)(3)$54,225see Part IV
United Way of the Battle Creek and Kalamazoo Region
709 S Westnedge AvenueKalamazooMI49007381359193501(c)(3)$42,500see Part IV
United Way of the Greater Lehigh Valley
1110 American Parkway NEAllentownPA181099117232657933501(c)(3)$25,000see Part IV
United Way Suncoast Inc
5201 West Kennedy BlvdTampaFL33609593725701501(c)(3)$12,000see Part IV
University Corporation at Monterey
100 Campus CenterSeasideCA939558001770387459501(c)(3)$35,001see Part IV
University Corporation for Atmospheric Research
Post Office Box 3000BoulderCO803073000742439386501(c)(3)$110,005see Part IV
University of California - Los Angeles
10889 Wilshire BoulevardLos AngelesCA900951406956006143State of California$656,453see Part IV
University of California at Berkeley
2195 Hearst AvenueBerkeleyCA947201103946002123State of California$1,261,172see Part IV
University of California San Diego
9500 Gilman Drive MC 0954La JollaCA920930954956006144State of California$759,281see Part IV
University of California-Davis
202 Cousteau PlDavisCA95618946036494State of California$273,298see Part IV
University of California-Irvine
120 Theory StIrvineCA92617952226406State of California$309,083see Part IV
University of California-Santa Barbara
3227 Cheadle HallSanta BarbaraCA931062050956006145State of California$321,402see Part IV
University of Chicago
5235 S Harper Court 4th FloorChicagoIL60615362177139501(c)(3)$118,777see Part IV
University of Colorado
1800 N Grant StDenverCO80203846000555State of Colorado$493,558see Part IV
University of Denver
2601 E Colorado AveDenverCO80208840404231501(c)(3)$21,830see Part IV
University of Florida
207 Grinter HallGainesvilleFL326113001596002052State of Florida$33,411see Part IV
University of Illinois
506 S Wright StUrbanaIL61801376000511State of Illinois$301,013see Part IV
University of Iowa
105 Jessup HallIowa CityIA52242426004813State of Iowa$7,858see Part IV
University of Kansas
2385 Irving Hill RoadLawrenceKS660457568480680117State of Kansas$155,936see Part IV
University of Kansas Center for Research
3901 Rainbow BlvdKansas CityKS661608500481108830501(c)(3)$155,239see Part IV
University of Kentucky
301 Peterson Service BuildingLexingtonKY405060001616033693State of Kentucky$182,802see Part IV
University of Maryland
7809 Regents DrCollege ParkMD20742526002033State of Maryland$140,096see Part IV
University of Memphis
PO Box 1000 Dept 238MemphisTN38148626048540501(c)(3)$137,347see Part IV
University of Michigan
500 S State StreetAnn ArborMI48109386006309State of Michigan$336,869see Part IV
University of Minnesota
1300 S 2nd StMinneapolisMN554855957416007513State of Minnesota$610,687see Part IV
University of Missouri
407 Reynolds Alumni CenterColumbiaMO65211436003859State of Missouri$26,321see Part IV
University of North Carolina
103 South BuildingChapel HillNC27599566001393State of NC$239,848see Part IV
University of Pennsylvania
3451 Walnut StreetPhiladelphiaPA191034330231352685501(c)(3)$88,403see Part IV
University of Southern Indiana
8600 University BlvdEvansvilleIN47712351308176501(c)(3)$10,823see Part IV
University of Tennessee
1331 Circle Park DriveKnoxvilleTN379960001626001636State of Tennessee$35,579see Part IV
University of Texas at Austin
Post Office Box 7458AustinTX787137159746000203State of Texas$74,232see Part IV
University of Texas Dallas
800 West Campbell RoadRichardsonTX75080751305566State of Texas$504,293see Part IV
University of Texas Southwestern
5323 Harry Hines BlvdDallasTX753909020756002868State of Texas$100,000see Part IV
University of Texas System
210 West 7th StreetAustinTX787012903300710145501(c)(3)$10,000see Part IV
University of Utah
332 South 1400 EastSalt Lake CityUT84112876000525State of Utah$335,325see Part IV
University of Vermont
85 S Prospect StBurlingtonVT054051704030179440State of Vermont$17,419see Part IV
University of Virginia
1001 N Emmet StCharlottesvilleVA229044195546001796State of Virginia$216,550see Part IV
University of Washington
4333 Brooklyn Ave NESeattleWA981959505916001537State of Washington$358,895see Part IV
University of Wisconsin
222 West Washington AvenueMadisonWI537061415396006492State of Wisconsin$23,447see Part IV
University of Wyoming
1000 E University AvenueeLaramieWY820712000836000331State of Wyoming$27,503see Part IV
Van Buren Conservation District
1035 East Michigan AvenuePaw PawMI490798698383028225501(c)(3)$89,124see Part IV
Vanderbilt University
2301 Vanderbilt PlaceNashvilleTN37235620476822501(c)(3)$65,263see Part IV
Vascugen
1800 N Capital AveIndianapolisIN46202822058844$26,768see Part IV
Virginia Polytechnic Institute and State University
300 Turner Street Suite 4200BlacksburgVA24061546001805State of Virginia$47,492see Part IV
Washington State University
Post Office Box 641025PullmanWA991641025916001108State of Washington$93,372see Part IV
Wayne State University
5700 Cass AvenueDetroitMI482020788386028429State of Michigan$341,763see Part IV
Wesleyan University
212 College StreetMiddletownCT06459060646959501(c)(3)$6,345see Part IV
Wittenberg University
200 West Ward StSpringfieldOH45504310537177501(c)(3)$29,600see Part IV
WNIT Public Television
300 W JeffersonSouth BendIN46601351155594501(c)(3)$15,500see Part IV
Women's Care Center
360 N Notre Dame AvenueSouth BendIN46617351609945501(c)(3)$68,000see Part IV
Women's Care Center Foundation
360 N Notre Dame AvenueSouth BendIN46617383651599501(c)(3)$25,000see Part IV
World Central Kitchen Inc
655 New York Ave NWWashingtonDC20001273521132501(c)(3)$20,000see Part IV
Wright State University
3640 Colonel Glenn HighwayDaytonOH454350001310732831State of Ohio$29,518see Part IV
Yale University
Post Office Box 2038New HavenCT06521060646973501(c)(3)$15,000see Part IV
YWCA
1102 S Fellows StreetSouth BendIN46601350868226501(c)(3)$7,500see Part IV
FieldValueIRS element (for citing)
Total501c3 Org270Total501c3OrgCnt
Total Other Org9TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Tuition Scholarships, Fellowships, and Room and Board Scholarships8661$365,762,145
Athletics Grant-in-Aid296$2,849,842
Housing and Other Assistance314$475,879
Prizes and Awards984$1,592,888
Research/Travel Grant2224$1,901,190

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part II, Line 1(h) Explanation of purpose of grant or assistancePayments 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 THE APPROVAL OF THE EXECUTIVE VICE PRESIDENT, 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (true)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Rev John I Jenkins CSC PhD
President & Trustee$1,058,287$0$0$0$106,142$0$0$0$77,019$0$1,241,448$0$0$0
Rev Daniel G Groody CSC MDiv PhD
VP & Associate Provost & Trustee$238,670$0$0$0$24,180$0$0$0$70,342$0$333,192$0$0$0
Rev Paul V Kollman CSC
Professor and Trustee$121,793$0$0$0$12,501$0$0$0$70,423$0$204,717$0$0$0
Rev Austin I Collins CSC MDiv MFA
VP for Mission Engagement and Church Affairs & Trustee$160,773$0$0$0$16,391$0$0$0$17,073$0$194,237$0$0$0
Rev Robert A Dowd CSC MDiv PhD
Assistant Provost for Internationalization & Trustee$135,564$0$0$0$13,870$0$0$0$17,073$0$166,507$0$0$0
Thomas G Burish PhD
Former Provost$675,676$0$0$0$50,396$0$398,238$0$21,702$0$1,146,012$0$0$0
John F Affleck-Graves PhD
Former Executive VP & Professor$362,943$0$0$0$19,776$0$28,500$0$21,123$0$432,342$0$0$0
Michael D Donovan JD MBA
VP & Chief Investment Officer$646,520$0$2,003,735$0$36,375$0$28,500$0$9,182$0$2,724,312$0$0$0
Marianne Corr JD
VP & General Counsel$671,122$0$0$0$39,401$0$28,500$0$14,177$0$753,200$0$0$0
Shannon B Cullinan MBA
Executive Vice President$542,004$0$0$0$26,680$0$138,500$0$29,394$0$736,578$0$0$0
Marie Lynn Miranda PhD
Provost$317,003$0$0$0$30,847$0$28,500$0$25,654$0$402,004$0$0$0
John B Swarbrick Jr JD
VP & Director of Athletics$1,111,104$0$250,000$0$119,257$0$228,500$0$27,881$0$1,736,742$0$0$0
Scott C Malpass MBA
Former VP & Chief Investment Officer$555,626$0$4,060,781$0$152,774$0$28,500$0$4,435$0$4,802,116$0$0$0
Brian Kelly
Head Coach, Football$1,366,793$0$608,500$0$227,173$0$1,028,500$0$86,470$0$3,317,436$0$0$0
Michael P Brey
Head Coach, Basketball$1,159,578$0$1,037,386$0$115,006$0$178,500$0$10,117$0$2,500,587$0$0$0
Clark D Lea Jr
Defensive Coordinator, Football$1,194,598$0$188,000$0$116,407$0$28,500$0$26,800$0$1,554,305$0$0$0
Mark C Krcmaric JD MBA
Managing Director & Chief Operating Officer, Investment Office$402,891$0$977,207$0$19,776$0$28,500$0$19,359$0$1,447,733$0$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelType 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 15 persons listed on Form 990, Part VII, Section A in 2020. 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 companionsType 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 4 persons listed on Form 990, Part VII, Section A in 2020 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 paymentsType 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 4 persons listed on Form 990, Part VII, Section A in 2020 and were reported as taxable compensation in these instances.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useType 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 2020. 5 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). 1 person 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 feesType 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 4 persons listed on Form 990, Part VII, Section A in 2020 and were reported as taxable compensation in all of those instances.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planScott C. Malpass, Former Vice President and Chief Investment Officer, Brian Kelly, Head Coach Football, Michael D. Donovan, Vice President and Chief Investment Officer, Michael P. Brey, Head Coach Basketball, John B. Swarbrick, VP & Director of Athletics, Mark C. Krcmaric, Managing Director & Chief Operating Officer, Investment Office, Thomas Burish, Former Provost, and Shannon B. Cullinan, Executive Vice President, participated in nonqualified deferred compensation arrangements under Internal Revenue Code Section 457(f) during calendar year 2020. Malpass received an accrued benefit of $0 due to his retirement on June 30, 2020. Kelly received an accrued benefit of $1,000,000. Brey received an accrued benefit of $150,000. Swarbrick received an accrued benefit of $200,000. Burish received an accrued benefit of $369,738. Cullinan received an accrued benefit of $110,000. The accrued benefit and related earnings vest to Kelly, Brey, Swarbrick, Burish and Cullinan at the end of the term of each plan (3, 7, 3, 6, and 5 years respectively). The accrued benefit and related earnings to Donovan and Krcmaric are fully vested and taxable in calendar year 2020 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 organization5a(i)-Scott C. Malpass, Former 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. Malpass received $6,327,121 in calendar year 2020 related to this program, which included previously taxed amounts totaling $ 2,266,340 as a result of being fully vested in the plan due to meeting the age and years of service requirements. 5a(ii) -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 $1,603,816 in calendar year 2020 related to this program, and was taxed on unpaid amounts totaling $399,919 as a result of being fully vested in the plan due to meeting the age and years of service requirements. 5a(iii) - 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 $894,945 in calendar year 2020 related to this program, and was taxed on unpaid amounts totaling $82,263 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

FieldValueIRS element (for citing)
Cash Grant$28,596CashGrantAmt
Type Of AssistanceQualified Tuition ReductionTypeOfAssistanceTxt
Assistance PurposeEmployee BenefitAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Kara Brennan
Daughter of Trustee John J. Brennan$13,005Compensation from University to Ms. Kara Brennan as a Regional Engagement Coordinator for Career Centerfalse
FlexJet (Directional Aviation)
FlexJet is at least a 35% controlled entity of Trustee Kenneth C. Ricci$1,070,186FlexJet 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

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution20ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution870ContributionCnt
Noncash Contributions Rpt F990$103,898,066NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - QUOTED SHARE PRICESMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$537,058NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - APPRAISALMethodOfDeterminingRevenuesTxt

Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$1,567,116NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - PARTNERSHIP DOCUMENTSMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$453,464NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - LIQUIDATION PROCEEDSMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSEE STATEMENTDesc
Contribution28ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received10Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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) ExplanationAS 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: 9 CONTRIBUTIONS (2) MISCELLANEOUS SUPPLIES: 6 CONTRIBUTIONS (3) GIFT CERTIFICATES/CARDS: 6 CONTRIBUTIONS (4) COMPUTER AND OTHER EQUIPMENT: 5 CONTRIBUTIONS (5) MUSICAL INSTRUMENTS: 2 CONTRIBUTIONS FOR A TOTAL OF 28 CONTRIBUTIONS.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsTHE 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 Organization's MissionThe 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 Officers/Identifying of OfficersThe 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 personsJohn B. Veihmeyer, Trustee and Kenneth C. RIcci, Trustee - Business relationship
Form 990, Part VI, Line 4 Significant changes to organizational documentsThe University's bylaws were amended to allow the University to elect a trustee with relevant experience as a President or Chancellor at another University to serve a single three-year term even though the individual may be over the retirement age.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyAFTER 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 policyAll 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 publicThe University makes its governing documents (https://www.nd.edu/assets/docs/bylaws.pdf, https://www.nd.edu/assets/docs/statutes.pdf) and financial statements (http://controller.nd.edu/annual-reports/) available to the public on the University's website. The University makes its conflict of interest policy that applies to all employees available to the public by posting it on the University's website (http://generalcounsel.nd.edu/conflict-of-interest-policy). 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 OrganizationThe head football coach is 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 coach and any third party for the payment of compensation to the coach, and the coach does not provide services to the University as a result of any such agreements.
Form 990, Part VII, Section A Highest Compensated EmployeesDuring calendar year 2020, the University made payments to an LLC owned by the Head Football Coach, 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, Rev. Austin J. Collins 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 RevenueAll other program service revenue - Total Revenue: 8309343, Related or Exempt Function Revenue: 7519255, Unrelated Business Revenue: 790088, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueAll other revenue - Total Revenue: 911468, Related or Exempt Function Revenue: 911468, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0;
Form 990, Part X, Line 20The 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, 2021.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesNet gain/(loss) on debt-related derivative instruments - 83063343; Change in value of split-interest agreements - 49542038; Net pension and postretirement benefits-related changes - 62937909; Other non-operating changes in net assets - 1353155;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEINEIN
BCMR Feeder-TE GP LLC
518 17th StreetSuite 1700DenverCO802024130Feeder fundDE$1,026$27,846University of Notre Dame du Lac
Dynamo Brasil III LLC
Corporation Trust Center1209 Orange StWilmingtonDE19801InvestmentsDE$0$139,078,019University of Notre Dame du Lac
NDI Gateway LLC
203 Main BuildingNotre DameIN46656Foreign educational activitiesIN$150,500$218,793University of Notre Dame du Lac472320410
Santa Fe Interests LLC
Controllers Office724 Grace HallNotre DameIN46556Rental real estateDE-$3,313,331$45,641,414University of Notre Dame du Lac203977995
ND Pit Road LLC
1400 E Angela BlvdSouth BendIN46617InvestmentsDE$679,500$1,273University of Notre Dame du Lac823967175

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Association of Notre Dame Clubs Inc
Controllers Office724 Grace HallNotre DameIN46556311050144Alumni associationIN501(c)(3)Type III-FIUniversity of Notre Dame du LacYes (true)
Fundacion University of Notre Dame Chile
Study abroad program501(c)(3)University of Notre Dame du LacYes (true)CI
The University of Notre Dame (USA) in England
Study abroad program501(c)(3)University of Notre Dame du LacYes (true)UK
Voice of the Fighting Irish Inc
Controllers Office724 Grace HallNotre DameIN46556311135580Radio stationIN501(c)(3)Type IUniversity of Notre Dame du LacYes (true)
Independent Colleges of Indiana Inc
30 South Meridian StreetSuite 800IndianapolisIN46204310901001Higher education advocacyIN501(c)(3)Type INAfalse
Indiana Biosciences Research Institute Inc
1210 Waterway BlvdSuite 2000IndianapolisIN46202462882271Life sciences researchIN501(c)(3)Type INAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctUBI Code VUBICodeVAmtLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Merit Energy Partners VIII LP
13727 Noel RdSuite 1200DallasTX75240752530212Direct energy investmentsDEMerit Management Partners I LPExcluded$5,045,540$155,562,423falsefalse0.99
Qiming II Investor Holdings LLC
11100 NE 8th StreetSuite 200BellevueWA98004270464551Feeder fundWAUniversity of Notre Dame du LacExcluded$53,550$1,643,863falseYes (true)1
Thor Palmer House Co-Investor LP
25 West 39th Street11th FloorNew YorkNY10018203283109Real estate investmentDEThor Palmer House Co-Investor GP LLCExcluded-$1,814,729$33,487,140falsefalse0.6872
Bridgewater Corporate Bond Fund LLC
One Glendinning PlaceWestportCT06880522317130InvestmentsDEBridgewater Associates LPExcluded$962,606$0falsefalse0.00
NDFPR LP
PO Box 194170San FranciscoCA941194170611769730InvestmentsDEBART Partners VIII LLCExcluded-$60,704,894$121,134,346falsefalse0.994
VMG Stone Brewing Coinvestment LP
39 Mesa StreetSuite 310San FranciscoCA94129812802402InvestmentsDEVMG Partners III GP LPUnrelated-$1,942,607$52,164,851falsefalse0.648-$1,942,607
Schroder Adveq EEM I LP
981272313InvestmentsSchroder Adveq EEM Management I LPExcluded$1,215,565$61,088,018falsefalse0.99UK
22NW Fund LP
1455 NW Leary WaySuite 400SeattleWA98107473303449InvestmentsDE22NW Fund Group LLCExcluded-$189,523$74,102,797falsefalse0.4876
Endries Co-Invest LLC
c/o Nautic Partners LLC50 Kennedy Plaza 12th FloorProvidenceRI02903821556028InvestmentsDENautic Capital VIII LPExcluded$27,913$435,401falsefalse0.9103
Mile Rock Capital Fund I LP
700 Larkspur Landing CircleLarkspurCA94939825049944InvestmentsDEMile Rock CapitalExcluded$144,104$10,539,328falsefalse0.50
Level Equity-IMN Investors LLC
Two Grand Central TowerNew YorkNY10017830757153InvestmentsDELevel Equity Management LLCExcluded$0$10,191,527falsefalse0.9976
EEM II LP
InvestmentsEEM Management II LPExcluded$0$0falsefalse0.99UK
EEM Opportunities LP
981430893InvestmentsEEM Opportunities Management II LPExcluded$10,668$20,760,262falsefalse0.99UK
Founder Collective SG SPV LP
1 Mifflin PlaceSuite 300CambridgeMA02138851490689InvestmentsDEFounder Collective SG GP LLCExcluded$0$14,990,799falsefalse0.8721
Needle 2020-1 LLC
38 Miller Avenue 123Mill ValleyCA94941853317382InvestmentsDENeedle 2020-1 Manager LLCExcluded$0$10,014,271falsefalse1.00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndLegal Domicile StateLegalDomicileStateCdAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
BCMR Feeder-TE LP
518 17th StreetSuite 1700DenverCO80202980582629Feeder fundCAUniversity of Notre Dame du LacC Corporation-$1,145,805$3,063,0120.99Yes (true)
Sorin Management Ltd
InvestmentsMPUniversity of Notre Dame du LacC Corporation$234$17,462,1211.00Yes (true)
TDR Capital II C Holdings LP
980648852Feeder fundUKUniversity of Notre Dame du LacC Corporation$204$25,777,3891.00Yes (true)
ND Renewable Energy Inc
Controllers Office724 Grace HallNotre DameIN46556814675664FinanceUniversity of Notre Dame du LacC Corporation$0$5,0001.00Yes (true)IN
ND-Structured Immunity Inc
1400 E Angela BlvdSouth BendIN46617822731805Health careUniversity of Notre Dame du LacC Corporation$0$1,4381.00Yes (true)DE
Safa Inc (FKA ND-Origin Oncology Inc)
1400 E Angela BlvdSouth BendIN46617824167966Health careUniversity of Notre Dame du LacC Corporation$0$2201.00Yes (true)DE
PMD Migration Inc (FKA ND-Prevallergy Inc)
1400 E Angela BlvdSouth BendIN46617824269472Health careUniversity of Notre Dame du LacC Corporation$0$01.00Yes (true)DE
ND-Vital View Technologies Inc
1400 E Angela BlvdSouth BendIN46617825296303Health careUniversity of Notre Dame du LacC Corporation$3,625$8360.25Yes (true)DE
Charitable remainder trusts (85)
Split-interest trusts where University of Notre Dame du Lac is trustee and remainder beneficiaryUniversity of Notre Dame du LacTrustfalseIN
Blue Stamp Trust
InvestmentsASUniversity of Notre Dame du LacC Corporation$52,384$227,226,9030.7245Yes (true)1 Breakfast Creek RoadBuilding 1 Level 1NewsteadQLDAS4006
Fairmount Healthcare Feeder Fund II Ltd
981465488Feeder fundCJUniversity of Notre Dame du LacC Corporation-$1,267,305$194,441,0460.6605Yes (true)
Feeder Vehicle US AB
Feeder fundSWUniversity of Notre Dame du LacC Corporation$0$6,764,3950.7143Yes (true)
Notre Dame (Beijing) Consulting Co Ltd
ConsultingCHNDI Gateway LLCC Corporation$333$197,1321.00Yes (true)Rm 1401-13 14th FlrBldg 4 Courtyard 8 Xin Yuan Nan RdBeijingChaoyang DistCH
Adapta Education Inc (FKA ND-DiagenomiX Inc)
1400 E Angela BlvdSouth BendIN46617611890512EducationUniversity of Notre Dame du LacC Corporation$20,000$20,0311.00Yes (true)DE
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (23 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BCMR Feeder - TE LP
S$101,563Amount received
Bridgewater Corporate Bond Fund LLC
S$163,343,694Amount received
22NW Fund LP
B$10,000,000Funding provided
Fairmount Healthcare Feeder Fund II Ltd
B$10,000,000Funding provided
Founder Collective SG SPV LP
B$15,056,550Funding provided
NDFPR LP
S$55,042,092Amount received
Needle 2020-1 LLC
B$10,019,597Funding provided
Level Equity-IMN Investors LLC
B$3,241,081Funding provided
Merit Energy Partners VIII LP
B$5,346,000Funding provided
Merit Energy Partners VIII LP
S$15,345,000Amount received
Mile Rock Capital Fund I LP
B$16,844,158Funding provided
Feeder Vehicle US AB
B$7,416,152Funding provided
Qiming II Investor Holdings LLC
S$3,042,537Amount received
Schroeder Adveq EEM I LP
B$7,456,182Funding provided
EEM Opportunities LP
B$64,015,445Funding provided
EEM Opportunities LP
S$5,101,239Amount received
VMG Stone Brewing Coinvestment LP
B$612,402Funding provided
Fundacion University of Notre Dame Chile
B$247,497Funding provided
The University of Notre Dame (USA) in England
B$1,319,370Funding provided/expenses incurred
The University of Notre Dame (USA) in England
R$3,464,611Remittance of revenue collected on behalf of org
Charitable remainder trusts (9)
S$2,470,914Remainder interests received
Sorin Management Ltd
B$3,245,000Funding provided
Voice of the Fighting Irish Inc
B$108,032Funding Provided

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
University of Notre Dame du Lac
Controllers Office 724 Grace HallNotre DameIN46556350868188Yes (X)$0$241,221$241,221$1,715,804,704$1,716,045,925$1,000,000$250,000$0$0$0
Voice of the Fighting Irish Inc
Controllers Office 724 Grace HallNotre DameIN46556311135580$0$0$0$118,279$118,279$23,656$5,914$0$0$0