UNIVERSITY OF NOTRE DAME DU LAC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NOTRE DAME DU LAC (EIN 35-0868188)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-15
- IRS object ID
- 202031369349303453
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T13:00:13-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13TH ST NW STE 1000 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200053014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Notre Dame du Lac | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5746317575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shannon B Cullinan | PersonNm |
| Person Title | Executive Vice President | PersonTitleTxt |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS PATTON | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rev John I Jenkins CSC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,816,722,976 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 5067 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nd.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1844 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 19078 | TotalEmployeeCnt |
| Total Volunteers | 2962 | TotalVolunteersCnt |
| Total Gross UBI | $14,380,393 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $604,423,145 | PYContributionsGrantsAmt |
| CY Contributions Grants | $431,769,100 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $998,515,531 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,048,355,347 | CYProgramServiceRevenueAmt |
| PY Investment Income | $922,101,385 | PYInvestmentIncomeAmt |
| CY Investment Income | $647,962,709 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,278,886 | PYOtherRevenueAmt |
| CY Other Revenue | $19,280,420 | CYOtherRevenueAmt |
| PY Total Revenue | $2,542,318,947 | PYTotalRevenueAmt |
| CY Total Revenue | $2,147,367,576 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $387,339,207 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $369,664,263 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $760,422,799 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $795,765,676 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $53,412,950 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $531,273,968 | PYOtherExpensesAmt |
| CY Other Expenses | $543,035,065 | CYOtherExpensesAmt |
| PY Total Expenses | $1,679,035,974 | PYTotalExpensesAmt |
| CY Total Expenses | $1,708,465,004 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $863,282,973 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $438,902,572 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,574,755,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,343,365,261 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,454,395,008 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,625,347,454 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,120,360,621 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,718,017,807 | NetAssetsOrFundBalancesEOYAmt |
| Mission | See Schedule O. See explanation for Form 990, Part I, Line 1- Organization's Mission above. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,128,899,490 | ExpenseAmt |
| Grant | $362,515,714 | GrantAmt |
| Revenue | $738,333,536 | RevenueAmt |
| Desc | Academic Programs & Research - Provided instruction, academic support, public service and research activities. Provided instruction to over 12,000 undergraduate and graduate students pursuing courses of study within five undergraduate colleges, a business school, a law school 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 provided 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 over 1,000 awards for studies based within the disciplines of engineering, science and humanities. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $283,549,775 | ExpenseAmt |
| Grant | $7,148,549 | GrantAmt |
| Revenue | $316,364,369 | RevenueAmt |
| Desc | Auxiliary enterprises - Provided services to the University community, its guests and other patrons including food services, student and visitor lodging, laundry services, event management services, and multiple recreational facilities. The University intercollegiate athletics program enabled student-athletes to compete in twenty-six sports programs at the NCAA Division I level. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,412,449,265 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 18433 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 19078 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 11 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew Paluf | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5746317575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Rev John I Jenkins CSC PhD | |||||||||
| President & Trustee | 40.0 | 1.0 | Yes (X) | Yes (X) | $1,076,402 | $0 | $49,251 | ||
| Rev Jose E Ahumada F CSC | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Carlos J Betancourt | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John J Brennan | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen J Brogan | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas J Crotty | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Karen McCartan DeSantis | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James F Flaherty III | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stephanie A Gallo | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William M Goodyear | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Nancy M Haegel | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Carol Hank Hoffmann | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John W Jordan II | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hon Diana Lewis | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas G Maheras | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Andrew J McKenna Jr | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Fergal Naughton | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Richard C Notebaert | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Richard A Nussbaum II | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Cindy K Parseghian | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| J Christopher Reyes | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Martin W Rodgers | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James E Rohr | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Shayla Keough Rumely | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Timothy R Scully CSC | |||||||||
| Professor & Trustee | 40.0 | 0 | Yes (X) | $210,145 | $0 | $16,561 | |||
| Phyllis W Stone | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy F Sutherland | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Anne E Thompson | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sara Martinez Tucker | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Roderick K West | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hon Ann Claire Williams | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Clare Stack Richer | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Byron O Spruell | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Austin Collins CSC | |||||||||
| Professor & Trustee | 40.0 | 0 | Yes (X) | $171,767 | $0 | $16,561 | |||
| Celeste Volz Ford | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth C Ricci | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rev John Ryan CSC | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Paul V Kollman CSC | |||||||||
| Professor and Trustee | 40.0 | 0 | Yes (X) | $130,516 | $0 | $67,077 | |||
| Rev William M Lies CSC | |||||||||
| VP Mission Engmt & Trustee | 40.0 | 0 | Yes (X) | $168,667 | $0 | $9,243 | |||
| Elizabeth Tucker Cochrane | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Danielle Walker Merfeld | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Olaf Rodriguez | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Christopher S Simms | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John B Veihmeyer | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James J Dunne III | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Brian Davis | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Dorene Dominguez | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Daniel Groody CSC | |||||||||
| Associate Provost & Trustee | 40.0 | 0 | Yes (X) | $130,516 | $0 | $70,368 | |||
| James Parsons | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John F Affleck-Graves PhD | |||||||||
| Executive VP | 40.0 | 2.0 | Yes (X) | $777,836 | $0 | $187,316 | |||
| Thomas G Burish PhD | |||||||||
| Provost | 40.0 | 0 | Yes (X) | $562,374 | $0 | $379,547 | |||
| Marianne Corr JD | |||||||||
| VP & General Counsel | 40.0 | 2.0 | Yes (X) | $646,016 | $0 | $36,798 | |||
| Scott C Malpass MBA | |||||||||
| VP & Chief Investment Officer | 40.0 | 0 | Yes (X) | $4,844,977 | $0 | $35,958 | |||
| John B Swarbrick Jr | |||||||||
| Athletic Director | 40.0 | 0 | $2,321,834 | $0 | $263,291 | Yes (X) | |||
| Michael P Brey | |||||||||
| Head Coach, Basketball | 40.0 | 0 | $1,635,754 | $0 | $45,227 | Yes (X) | |||
| Michael D Donovan MBA JD | |||||||||
| Managing Director, Invest. | 40.0 | 0 | $2,236,825 | $0 | $36,293 | Yes (X) | |||
| Brian Kelly | |||||||||
| Head Coach, Football | 40.0 | 0 | $1,774,679 | $0 | $89,214 | Yes (X) | |||
| Muffet McGraw | |||||||||
| Head Coach, Basketball | 40.0 | 0 | $2,026,731 | $0 | $45,091 | Yes (X) | |||
| Richard Buhrman | |||||||||
| Investment Director | 40.0 | 0 | $1,161,557 | $0 | $399,466 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $19,876,596 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,747,262 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1343 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Barton Malow Company | ||||||
| 26500 American Drive | Southfield | MI | 48034 | Construction | $39,548,976 | |
| Boldt Company | ||||||
| N21 W23340 Ridgeview | Waukesha | WI | 531881021 | Construction | $36,511,103 | Parkway |
| Walsh Construction Company of Illinois | ||||||
| 929 West Adams Street | Chicago | IL | 60607 | Construction | $20,529,744 | |
| Walbridge Aldinger LLC | ||||||
| Suite 230 | Kalamazoo | MI | 490020493 | Construction | $12,295,992 | 950 Trade Centre Way |
| Premise Health Employer Solutions LLC | ||||||
| Post Office Box 402142 | Atlanta | GA | 30384 | Medical | $11,704,310 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 305 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $566,069 | FundraisingAmt |
| Government Grants | $92,512,059 | GovernmentGrantsAmt |
| All Other Contributions | $338,690,972 | AllOtherContributionsAmt |
| Noncash Contributions | $92,553,265 | NoncashContributionsAmt |
| Total Contributions | $431,769,100 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Student tuition and fees | 611310 | $659,149,666 | $659,149,666 | |
| Auxiliary enterprises | 611710 | $312,506,506 | $283,979,936 | $28,526,570 |
| Research contracts (gov't and non-gov"t) | 611310 | $31,173,820 | $31,173,820 | |
| Educational programs | 900099 | $28,267,860 | $28,267,860 | |
| Student services | 611710 | $5,354,989 | $5,354,989 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,902,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,902,506 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,048,355,347 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,469,503 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$16,398,378 | UnrelatedBusinessRevenueAmt |
| Exclusion | $133,867,881 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,349,213 | TotalRevenueColumnAmt |
| Exclusion | $8,349,213 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,812,707 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,975,361 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,837,346 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,837,346 | TotalRevenueColumnAmt |
| Exclusion | $2,837,346 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,187,331,173 | SecuritiesAmt |
| Other | $233,261 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,656,862,215 | SecuritiesAmt |
| Other | $209,013 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $530,468,958 | SecuritiesAmt |
| Other | $24,248 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $530,493,206 | TotalRevenueColumnAmt |
| Exclusion | $530,493,206 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $769,883 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $566,069 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,276,143 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$506,260 | TotalRevenueColumnAmt |
| Exclusion | -$506,260 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $38,030 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $32,668 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,362 | TotalRevenueColumnAmt |
| Exclusion | $5,362 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Alumni Association | 900099 | $2,757,993 | $2,247,665 | $510,328 |
| Marketing Communications | 519190 | $1,927,857 | $1,927,857 | |
| Parking | 812930 | $461,978 | $392,618 | $69,360 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,446,931 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,774,418 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,672,513 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,594,759 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,147,367,576 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,026,171,335 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $14,380,393 | UnrelatedBusinessRevenueAmt |
| Exclusion | $675,046,748 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,559,501 | TotalAmt |
| Program Services | $29,559,501 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,532,922 | TotalAmt |
| Program Services | $332,532,922 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,571,840 | TotalAmt |
| Program Services | $7,571,840 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,435,456 | TotalAmt |
| Program Services | $1,983,928 | ProgramServicesAmt |
| Management And General | $5,969,557 | ManagementAndGeneralAmt |
| Fundraising | $481,971 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,917,955 | TotalAmt |
| Program Services | $488,791,023 | ProgramServicesAmt |
| Management And General | $85,388,376 | ManagementAndGeneralAmt |
| Fundraising | $24,738,556 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,682,481 | TotalAmt |
| Program Services | $35,732,006 | ProgramServicesAmt |
| Management And General | $6,735,970 | ManagementAndGeneralAmt |
| Fundraising | $2,214,505 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,805,064 | TotalAmt |
| Program Services | $72,517,103 | ProgramServicesAmt |
| Management And General | $33,341,205 | ManagementAndGeneralAmt |
| Fundraising | $3,946,756 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,924,720 | TotalAmt |
| Program Services | $27,515,988 | ProgramServicesAmt |
| Management And General | $4,609,857 | ManagementAndGeneralAmt |
| Fundraising | $1,798,875 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,660,272 | TotalAmt |
| Program Services | $189,257 | ProgramServicesAmt |
| Management And General | $2,462,710 | ManagementAndGeneralAmt |
| Fundraising | $8,305 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,599,433 | TotalAmt |
| Program Services | $101,433 | ProgramServicesAmt |
| Management And General | $1,498,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,385 | TotalAmt |
| Management And General | $359,385 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,281,160 | TotalAmt |
| Management And General | $17,281,160 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,358,562 | TotalAmt |
| Program Services | $32,152,554 | ProgramServicesAmt |
| Management And General | $7,135,313 | ManagementAndGeneralAmt |
| Fundraising | $1,070,695 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,274,093 | TotalAmt |
| Program Services | $6,029,362 | ProgramServicesAmt |
| Management And General | $234,492 | ManagementAndGeneralAmt |
| Fundraising | $10,239 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,206,282 | TotalAmt |
| Program Services | $55,937,625 | ProgramServicesAmt |
| Management And General | $8,783,763 | ManagementAndGeneralAmt |
| Fundraising | $2,484,894 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,598,679 | TotalAmt |
| Program Services | $12,233,264 | ProgramServicesAmt |
| Management And General | $9,639,646 | ManagementAndGeneralAmt |
| Fundraising | $725,769 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,388,985 | TotalAmt |
| Program Services | $667,309 | ProgramServicesAmt |
| Management And General | $716,156 | ManagementAndGeneralAmt |
| Fundraising | $5,520 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,939,737 | TotalAmt |
| Program Services | $76,288,383 | ProgramServicesAmt |
| Management And General | $8,381,561 | ManagementAndGeneralAmt |
| Fundraising | $1,269,793 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,914,257 | TotalAmt |
| Program Services | $46,940,209 | ProgramServicesAmt |
| Management And General | $4,296,184 | ManagementAndGeneralAmt |
| Fundraising | $3,677,864 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,727,854 | TotalAmt |
| Program Services | $7,230,650 | ProgramServicesAmt |
| Management And General | $2,184,291 | ManagementAndGeneralAmt |
| Fundraising | $312,913 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,158,956 | TotalAmt |
| Program Services | $35,228,188 | ProgramServicesAmt |
| Management And General | $7,008,337 | ManagementAndGeneralAmt |
| Fundraising | $1,922,431 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,064,991 | TotalAmt |
| Program Services | $88,444,202 | ProgramServicesAmt |
| Management And General | $6,415,172 | ManagementAndGeneralAmt |
| Fundraising | $205,617 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,630,588 | TotalAmt |
| Program Services | $1,350,588 | ProgramServicesAmt |
| Management And General | $280,000 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food and entertainment | $39,596,811 | $26,782,115 | $5,071,736 | $7,742,960 |
| Investment Office expenses | $22,143,835 | $22,143,835 | ||
| Library books and serials | $14,271,067 | $14,271,067 | ||
| Study abroad program tuition and student allowance expenses | $4,957,578 | $4,957,578 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,902,540 | TotalAmt |
| Program Services | $7,441,170 | ProgramServicesAmt |
| Management And General | $2,666,083 | ManagementAndGeneralAmt |
| Fundraising | $795,287 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,708,465,004 | TotalAmt |
| Program Services | $1,412,449,265 | ProgramServicesAmt |
| Management And General | $242,602,789 | ManagementAndGeneralAmt |
| Fundraising | $53,412,950 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,657,771 | BOYAmt |
| EOY | $147,633,812 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,440,842 | BOYAmt |
| EOY | $541,065,008 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,251,501 | BOYAmt |
| EOY | $69,899,158 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,364,728 | BOYAmt |
| EOY | $23,795,850 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,484,573 | BOYAmt |
| EOY | $5,380,559 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,712,156 | BOYAmt |
| EOY | $26,546,462 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,463,362,442 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $945,561,266 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400,339,236 | BOYAmt |
| EOY | $2,517,801,176 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,691,729,572 | BOYAmt |
| EOY | $2,517,482,069 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,695,617,242 | BOYAmt |
| EOY | $11,481,604,716 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,454,713 | BOYAmt |
| EOY | $6,454,713 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,703,295 | BOYAmt |
| EOY | $5,701,738 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,574,755,629 | BOYAmt |
| EOY | $17,343,365,261 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,058,229 | BOYAmt |
| EOY | $178,526,885 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,050,000 | BOYAmt |
| EOY | $41,400,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,763,411 | BOYAmt |
| EOY | $147,589,584 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,890,000 | BOYAmt |
| EOY | $7,890,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,551,449 | BOYAmt |
| EOY | $43,687,486 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,000,000 | BOYAmt |
| EOY | $1,060,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,994,081,919 | BOYAmt |
| EOY | $2,146,253,499 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,454,395,008 | BOYAmt |
| EOY | $3,625,347,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,844,128,807 | BOYAmt |
| EOY | $6,094,168,761 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,775,374,700 | BOYAmt |
| EOY | $4,972,193,782 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500,857,114 | BOYAmt |
| EOY | $2,651,655,264 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,120,360,621 | BOYAmt |
| EOY | $13,718,017,807 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,574,755,629 | BOYAmt |
| EOY | $17,343,365,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $438,902,572 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $199,168,026 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$40,413,412 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $559,195,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $571,970,426 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $472,008,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $604,423,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $431,769,100 | CurrentTaxYearAmt |
| Total | $2,639,366,400 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $559,195,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $571,970,426 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $472,008,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $604,423,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $431,769,100 | CurrentTaxYearAmt |
| Total | $2,639,366,400 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,639,366,400 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,770,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,216,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $146,567,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,612,928 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,631,423 | CurrentTaxYearAmt |
| Total | $699,799,558 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,785,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,584,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,602,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,563,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,254,844 | CurrentTaxYearAmt |
| Total | $27,790,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,366,956,865 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,656,433,556 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7839 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7797 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISC FEES & COMMISSIONS, COLUMN A - 6785572.0, COLUMN B - 8584469.0, COLUMN C - 5602939.0, COLUMN D - 2563083.0, COLUMN E - 4254844.0, COLUMN F - 27790907.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Limited Control Provisions App | Yes (X) | LimitedControlProvisionsAppInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $376,850 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $376,850 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,712,182,582 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,712,559,432 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $358,461 | CurrentYearMinus3Amt |
| Current Year Minus2 | $346,592 | CurrentYearMinus2Amt |
| Current Year Minus1 | $406,296 | CurrentYearMinus1Amt |
| Current Year | $376,850 | CurrentYearAmt |
| Total | $1,488,199 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A, Line 2 501(H) Election | FormAndLineReferenceDesc |
| Explanation | The University of Notre Dame filed Form 5768 (election under section 501(h)) for the fiscal year ending June 30, 2013 and all subsequent tax years and this election was not revoked at any time subsequently. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 84 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $9,805,998 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $6,236,400 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $66,238,863 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,065,057,730 | BeginningYearBalanceAmt |
| Contributions | $261,246,505 | ContributionsAmt |
| Investment Earnings Or Losses | $765,578,576 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $130,944,418 | GrantsOrScholarshipsAmt |
| Other Expenditures | $394,974,390 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $11,565,964,003 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,684,936,261 | BeginningYearBalanceAmt |
| Contributions | $662,176,446 | ContributionsAmt |
| Investment Earnings Or Losses | $1,163,921,488 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $124,814,669 | GrantsOrScholarshipsAmt |
| Other Expenditures | $321,161,796 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $11,065,057,730 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,748,265,671 | BeginningYearBalanceAmt |
| Contributions | $252,183,661 | ContributionsAmt |
| Investment Earnings Or Losses | $1,064,158,115 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $116,509,007 | GrantsOrScholarshipsAmt |
| Other Expenditures | $263,162,179 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $9,684,936,261 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,784,380,859 | BeginningYearBalanceAmt |
| Contributions | $337,865,213 | ContributionsAmt |
| Investment Earnings Or Losses | -$39,870,136 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $108,274,792 | GrantsOrScholarshipsAmt |
| Other Expenditures | $225,835,473 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $8,748,265,671 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,189,096,422 | BeginningYearBalanceAmt |
| Contributions | $244,796,294 | ContributionsAmt |
| Investment Earnings Or Losses | $659,396,671 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $100,189,669 | GrantsOrScholarshipsAmt |
| Other Expenditures | $208,718,859 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $8,784,380,859 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.396 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.226 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.378 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,300,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $46,732,100 | OtherCostOrOtherBasisAmt |
| Book Value | $56,032,100 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $66,096,296 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,638,804,048 | OtherCostOrOtherBasisAmt |
| Depreciation | $651,535,713 | DepreciationAmt |
| Book Value | $2,053,364,631 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,299,225 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,347,446 | DepreciationAmt |
| Book Value | $26,951,779 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $374,799 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $375,016,567 | OtherCostOrOtherBasisAmt |
| Depreciation | $206,460,794 | DepreciationAmt |
| Book Value | $168,930,572 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $64,455 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $292,674,952 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,217,313 | DepreciationAmt |
| Book Value | $212,522,094 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,517,801,176 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | -$178,945 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $8,855,332 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Short-term investments | $117,689,607 | F |
| Public equities - U.S. | $567,514,665 | F |
| Public equities - Non-U.S. | $1,967,232,519 | F |
| Public equities - Long/short strategies | $859,573,230 | F |
| Private equity | $5,006,321,923 | F |
| Opportunistic | $1,417,350,100 | F |
| Core diversifiers | $747,764,392 | F |
| Fixed income | $671,492,204 | F |
| Defined benefit pension plan assets | $117,989,689 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,481,604,716 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| Short-term borrowing | $156,723,000 |
| Government advances for student loans | $19,480,646 |
| Liabilities associated with investments | $1,577,461,147 |
| Obligations under split-interest agreements | $189,641,966 |
| Conditional asset retirement obligations | $25,475,030 |
| Pension and other accrued postretirement benefits | $120,955,266 |
| Debt-related derivative instruments | $39,202,661 |
| Student organization funds and other deposits | $6,821,967 |
| Self-insurance reserves | $4,623,739 |
| Other liabilities | $5,868,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,146,253,499 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,942,994,826 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $199,168,026 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$363,534,197 | OtherRevenueAmt |
| Revenue Not Reported | -$164,366,171 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,107,360,997 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $41,315,390 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,308,811 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $40,006,579 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,147,367,576 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,345,337,640 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,308,811 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,308,811 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,344,028,829 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $41,315,390 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $323,120,785 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $364,436,175 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,708,465,004 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X Asset Retirement | The University recognizes asset retirement obligations when incurred. A discounting technique is used to calculate the present value of the capitalized asset retirement costs and the related obligation. Asset retirement costs are depreciated over the estimated remaining useful life of the related asset and the asset retirement obligation is accreted annually to the current present value. Upon settlement of an obligation, any difference between the retirement obligation and the cost to settle is recognized as a gain or loss in the consolidated statement of changes in unrestricted net assets. The University's conditional asset retirement obligations relate primarily to asbestos remediation and will be settled upon undertaking associated renovation projects. |
| Schedule D, Part III, Line 1a Collections of art - financial statement footnote | The University does not capitalize the cost of library books, nor the cost or fair value of its art collection. The latter is held for exhibition and educational purposes only and not for financial gain. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | The Snite Museum of Art maintains a collection of over 29,000 original works of art which are utilized for exhibition, teaching, research and educational outreach programs. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Endowment distributions are used to fund a variety of 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 990 | Tuition scholarships and fellowships - -XXX-XX-XXXX Room & board scholarships - -5326011 Net gain/(loss) on debt-related derivative instruments - -24709279 Net pension and postretirement benefits-related changes - -22536583 Change in value of split-interest agreements - 9450190 Other non-operating changes in net assets - -2617740 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Direct expenses of fundraising events - -1276143 Direct expenses from gaming activities - -32668 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Direct expenses of fundraising events - 1276143 Direct expenses from gaming activities - 32668 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Tuition scholarships and fellowships - XXX-XX-XXXX Room & board scholarships - 5326011 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The University nondiscrimination policy is disclosed to each prospective student at the time of application and is also disclosed on the website of the University's Admissions Office. The University draws students nationally and internationally and enrolls meaningful numbers of minority students. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | The University receives financial assistance from various governmental agencies within the Federal Government and local jurisdictions. The governmental grants and contracts support certain research projects and student financial aid. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (80 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Investments | $4,241,032,233 | |||
| East Asia and the Pacific | Investments | $164,367,342 | |||
| Europe (Including Iceland and Greenland) | Investments | $1,169,429,324 | |||
| Middle East and North Africa | Investments | $3,857,302 | |||
| North America (Canada & Mexico only) | Investments | $191,326,034 | |||
| Russia and Neighboring States | Investments | $25,796,881 | |||
| South America | Investments | $7,019,104 | |||
| South Asia | Investments | $305,481,415 | |||
| Sub-Saharan Africa | Investments | $351,321,254 | |||
| East Asia and the Pacific | Program Services | $1,957,583 | 1 | 4 | International Study Program |
| Europe (Including Iceland and Greenland) | Program Services | $24,929,848 | 4 | 101 | International Study Program |
| Middle East and North Africa | Program Services | $718,852 | 1 | 7 | International Study Program |
| North America (Canada & Mexico only) | Program Services | $461,917 | 2 | International Study Program | |
| Russia and Neighboring States | Program Services | $40,438 | International Study Program | ||
| South America | Program Services | $822,338 | 2 | 5 | International Study Program |
| South Asia | Program Services | $98,397 | 1 | International Study Program | |
| Sub-Saharan Africa | Program Services | $230,956 | International Study Program | ||
| East Asia and the Pacific | ,Investment Operations | $274,390 | |||
| Europe (Including Iceland and Greenland) | ,Investment Operations | $1,322,192 | |||
| North America (Canada & Mexico only) | ,Investment Operations | $2,426 | |||
| South America | ,Investment Operations | $29,443 | |||
| South Asia | ,Investment Operations | $92,802 | |||
| Sub-Saharan Africa | ,Investment Operations | -$147,156 | |||
| Central America and the Caribbean | Fundraising | $14,324 | |||
| East Asia and the Pacific | Fundraising | $24,311 | |||
| Europe (Including Iceland and Greenland) | Fundraising | $102,900 | |||
| North America (Canada & Mexico only) | Fundraising | $138,027 | |||
| South America | Fundraising | $36,905 | |||
| Central America and the Caribbean | Program Services | $17,861 | Auxillary Enterprises | ||
| Central America and the Caribbean | Program Services | $183,253 | Instruction | ||
| Central America and the Caribbean | Program Services | $2,237 | Management & General | ||
| Central America and the Caribbean | Program Services | $78,197 | 1 | 20 | Other |
| Central America and the Caribbean | Program Services | $203,813 | 11 | Research | |
| Central America and the Caribbean | Grantmaking | $2,017,773 | |||
| East Asia and the Pacific | Program Services | $7,768 | Auxillary Enterprises | ||
| East Asia and the Pacific | Program Services | $727,616 | Instruction | ||
| East Asia and the Pacific | Program Services | $87,268 | Management & General | ||
| East Asia and the Pacific | Program Services | $185,150 | Other | ||
| East Asia and the Pacific | Program Services | $206,008 | Research | ||
| East Asia and the Pacific | Grantmaking | $393,264 | |||
| Europe (Including Iceland and Greenland) | Program Services | $148,887 | Auxillary Enterprises | ||
| Europe (Including Iceland and Greenland) | Program Services | $3,587,893 | 10 | Instruction | |
| Europe (Including Iceland and Greenland) | Program Services | $406,338 | Management & General | ||
| Europe (Including Iceland and Greenland) | Program Services | $1,293,445 | 4 | Other | |
| Europe (Including Iceland and Greenland) | Program Services | $1,149,810 | 11 | Research | |
| Europe (Including Iceland and Greenland) | Grantmaking | $1,474,731 | |||
| Middle East and North Africa | Program Services | $6,227 | Auxillary Enterprises | ||
| Middle East and North Africa | Program Services | $191,379 | Instruction | ||
| Middle East and North Africa | Program Services | $57,697 | Management & General | ||
| Middle East and North Africa | Program Services | $191,736 | 3 | Other | |
| Middle East and North Africa | Program Services | $89,590 | Research | ||
| Middle East and North Africa | Grantmaking | $1,073,117 | |||
| North America (Canada & Mexico only) | Program Services | $82,262 | Auxillary Enterprises | ||
| North America (Canada & Mexico only) | Program Services | $495,493 | Instruction | ||
| North America (Canada & Mexico only) | Program Services | $52,089 | Management & General | ||
| North America (Canada & Mexico only) | Program Services | $156,723 | 3 | Other | |
| North America (Canada & Mexico only) | Program Services | $160,428 | Research | ||
| North America (Canada & Mexico only) | Grantmaking | $39,597 | |||
| Russia and Neighboring States | Program Services | $2,020 | Auxillary Enterprises | ||
| Russia and Neighboring States | Program Services | $99,435 | Instruction | ||
| Russia and Neighboring States | Program Services | $46,413 | Management & General | ||
| Russia and Neighboring States | Program Services | $17,388 | Other | ||
| Russia and Neighboring States | Program Services | $17,285 | Research | ||
| South America | Program Services | $31,811 | Auxillary Enterprises | ||
| South America | Program Services | $519,833 | Instruction | ||
| South America | Program Services | $57,990 | Management & General | ||
| South America | Program Services | $226,855 | 2 | Other | |
| South America | Program Services | $116,315 | 7 | Research | |
| South America | Grantmaking | $434,184 | |||
| South Asia | Program Services | $197,333 | 3 | Instruction | |
| South Asia | Program Services | $37,869 | Management & General | ||
| South Asia | Program Services | $80,003 | 3 | Other | |
| South Asia | Program Services | $103,965 | Research | ||
| South Asia | Grantmaking | $192,931 | |||
| Sub-Saharan Africa | Program Services | $18,398 | Auxillary Enterprises | ||
| Sub-Saharan Africa | Program Services | $413,059 | 1 | Instruction | |
| Sub-Saharan Africa | Program Services | $48,909 | Management & General | ||
| Sub-Saharan Africa | Program Services | $118,553 | 1 | Other | |
| Sub-Saharan Africa | Program Services | $495,094 | 1 | 14 | Research |
| Sub-Saharan Africa | Grantmaking | $297,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 8 | SubtotalOfficesCnt |
| Subtotal Employees | 120 | SubtotalEmployeesCnt |
| Continuation Total Office | 2 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 93 | ContinuationTotalEmployeeCnt |
| Total Office | 10 | TotalOfficeCnt |
| Total Employee | 213 | TotalEmployeeCnt |
| Subtotal Spent | $6,488,660,262 | SubtotalSpentAmt |
| Continuation Spent | $20,462,812 | ContinuationSpentAmt |
| Total Spent | $6,509,123,074 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (29 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | see Part V | $100,000 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $10,000 | Check/Wire |
| Central America and the Caribbean | see Part V | $1,791,057 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $20,000 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $79,383 | Check/Wire |
| East Asia and the Pacific | see Part V | $319,604 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $600,433 | Check/Wire |
| Central America and the Caribbean | see Part V | $140,499 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $328,800 | Check/Wire |
| South Asia | see Part V | $51,250 | Check/Wire |
| Sub-Saharan Africa | see Part V | $86,980 | Check/Wire |
| South Asia | see Part V | $9,020 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $6,022 | Check/Wire |
| South Asia | see Part V | $54,284 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $5,047 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $23,612 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $94,400 | Check/Wire |
| East Asia and the Pacific | see Part V | $73,660 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $86,666 | Check/Wire |
| South Asia | see Part V | $78,377 | Check/Wire |
| Central America and the Caribbean | see Part V | $86,218 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $9,250 | Check/Wire |
| South America | see Part V | $392,082 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $20,000 | Check/Wire |
| Middle East and North Africa | see Part V | $1,073,117 | Check/Wire |
| South America | see Part V | $42,102 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $91,119 | Check/Wire |
| North America (Canada & Mexico only) | see Part V | $39,597 | Check/Wire |
| Sub-Saharan Africa | see Part V | $211,019 | Check/Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 27 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (14 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Housing and Other Assistance | East Asia and the Pacific | 44 | $83,706 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | Europe (Including Iceland and Greenland) | 633 | $1,169,891 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | Middle East and North Africa | 14 | $11,960 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | North America (Canada & Mexico only) | 39 | $35,190 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | Russia and Neighboring States | 3 | $4,180 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | South America | 56 | $30,700 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | Sub-Saharan Africa | 4 | $5,300 | Check/Wire/Direct Deposit |
| Prizes and Awards | East Asia and the Pacific | 1 | $1,724 | Check/Wire/Direct Deposit |
| Prizes and Awards | Europe (Including Iceland and Greenland) | 3 | $250,500 | Check/Wire/Direct Deposit |
| Prizes and Awards | South Asia | 1 | $5,000 | Check/Wire/Direct Deposit |
| Research/Travel | Central America and the Caribbean | 3 | $2,201 | Check/Wire/Direct Deposit |
| Research/Travel | East Asia and the Pacific | 5 | $5,770 | Check/Wire/Direct Deposit |
| Research/Travel | Europe (Including Iceland and Greenland) | 28 | $35,236 | Check/Wire/Direct Deposit |
| Research/Travel | Russia and Neighboring States | 4 | $4,170 | Check/Wire/Direct Deposit |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTPS://CONTROLLER.ND.EDU/assets/91679/SUBRECIPIENT_MONITORING.PDF. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY. |
| Schedule F, Part II, Line 1(d) Purpose of Grant | Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission. |
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTPS://CONTROLLER.ND.EDU/assets/91679/SUBRECIPIENT_MONITORING.PDF. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Parseghian Classic | Event1Nm |
| Gross Receipts Event1 | $670,459 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $298,190 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $372,269 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $17,463 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $431,136 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,578 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,335 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $19,943 | OtherDirectExpensesEvent1Amt |
| Event2 | 2019 Cotton Bowl Event | Event2Nm |
| Gross Receipts Event2 | $307,900 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $50,300 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $257,600 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $20,279 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $377,241 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $36,847 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $152,431 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $357,593 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $217,579 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $140,014 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $3,270 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,513 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $52,121 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $50,470 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $103,516 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,335,952 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $566,069 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $769,883 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $20,733 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $456,928 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $431,940 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $90,652 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $275,890 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,276,143 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$506,260 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Bingo | $2,409 | GrossRevenueBingoAmt |
| Cash Prizes Bingo | $925 | CashPrizesBingoAmt |
| Non Cash Prizes Bingo | $200 | NonCashPrizesBingoAmt |
| Rent Facility Costs Bingo | $0 | RentFacilityCostsBingoAmt |
| Other Direct Expenses Bingo | $50 | OtherDirectExpensesBingoAmt |
| Volunteer Labor Bingo | false | VolunteerLaborBingoInd |
| Gross Revenue Pull Tabs | $0 | GrossRevenuePullTabsAmt |
| Cash Prizes Pull Tabs | $0 | CashPrizesPullTabsAmt |
| Non Cash Prizes Pull Tabs | $0 | NonCashPrizesPullTabsAmt |
| Rent Facility Costs Pull Tabs | $0 | RentFacilityCostsPullTabsAmt |
| Other Direct Expenses Pull Tabs | $0 | OtherDirectExpensesPullTabsAmt |
| Gross Revenue Other Gaming | $35,621 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $0 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $3,911 | NonCashPrizesOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $3,296 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $24,286 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $38,030 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $925 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $4,111 | NonCashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $3,296 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $24,336 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $32,668 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $5,362 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IN | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.0 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.0 | GamingOtherFacilityPct |
| Individual With Books | ANDREW PALUF | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 GRACE HALL | AddressLine1Txt |
| City | NOTRE DAME | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
| Distributed | $0 | DistributedAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (247 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Alaska Ocean Observing System | |||||||
| 301 Railway Ave | Seward | AK | 99664 | 920132479 | 501(c)(3) | $18,343 | see Part IV |
| All Faiths Food Bank Inc | |||||||
| 8171 Blaikie Ct | Sarasota | FL | 34240 | 650115814 | 501(c)(3) | $40,000 | see Part IV |
| American Academy of Arts and Scienc | |||||||
| 136 Irving Street | Cambridge | MA | 02138 | 042103651 | 501(c)(3) | $15,000 | see Part IV |
| American Cancer Society | |||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | 131788491 | 501(c)(3) | $12,450 | see Part IV |
| American Red Cross | |||||||
| 431 18th Street NW | Washington DC | DC | 20006 | 530196605 | 501(c)(3) | $100,000 | see Part IV |
| Archdiocese of San Francisco | |||||||
| 1 Peter Yorke Way | San Francisco | CA | 94109 | 510219028 | 501(c)(3) | $9,575 | see Part IV |
| ARNOVA | |||||||
| 441 W Michigan Street | Indianapolis | IN | 46202 | 237378021 | 501(c)(3) | $7,000 | see Part IV |
| Asian Indian Classical Music Society | |||||||
| 51491 Norwich Dr | Granger | IN | 46530 | 351883192 | $5,500 | see Part IV | |
| Assumptn of the Blessed Virgin Mary | |||||||
| 4101 Old Bethleham Pk | Bethleham | PA | 18015 | 231536963 | 501(c)(3) | $30,000 | see Part IV |
| Astoria Park Conservancy | |||||||
| 665 W Johnny Counts Rd | Jackson | WY | 83001 | 825250433 | 501(c)(3) | $7,500 | see Part IV |
| Ball State University | |||||||
| 2000 West University Ave | Muncie | IN | 47306 | 356000221 | State of Indiana | $14,904 | see Part IV |
| Barnard College | |||||||
| 3009 Broadway | New York | NY | 10027 | 131628149 | 501(c)(3) | $18,978 | see Part IV |
| Basis Policy Research LLC | |||||||
| 104R NC Highway 54 Suite 304 | Carrboro | NC | 275105569 | 270475968 | $43,083 | see Part IV | |
| Battelle | |||||||
| 505 King Ave | Columbus | OH | 43201 | 314379427 | 501(c)(3) | $24,604 | see Part IV |
| Beacon Health Foundation | |||||||
| 615 N Michigan Street | South Bend | IN | 46601 | 351536129 | 501(c)(3) | $15,000 | see Part IV |
| Bloomsburg University Foundation | |||||||
| 50 E Main Street | Bloomsburg | PA | 17815 | 237088491 | 501(c)(3) | $10,000 | see Part IV |
| Boston University | |||||||
| 25 Buick Street | Boston | MA | 02215 | 042103547 | 501(c)(3) | $58,887 | see Part IV |
| Boys & Girls Club-St Joseph County | |||||||
| 502 E Sample Street | South Bend | IN | 46601 | 351329625 | 501(c)(3) | $15,500 | see Part IV |
| Brothers of Holy Cross | |||||||
| PO Box 460 | Notre Dame | IN | 46556 | 350868938 | 501(c)(3) | $25,100 | see Part IV |
| BuildOn | |||||||
| PO Box 16741 | Stamford | CT | 06905 | 223128648 | 501(c)(3) | $200,000 | see Part IV |
| California Institute of Technology | |||||||
| 1200 East California Boulevard | Pasadena | CA | 911250001 | 951643307 | 501(c)(3) | $62,974 | see Part IV |
| California Polytechnic Ponoma Foundation Inc | |||||||
| 3801 West Temple Avenue | Pomona | CA | 917682557 | 952417645 | 501(c)(3) | $13,014 | see Part IV |
| Calvin College | |||||||
| 3201 Burton Street Southeast | Grand Rapids | MI | 495464388 | 383071514 | 501(c)(3) | $7,114 | see Part IV |
| Cardinal Glennon Foundation | |||||||
| 3800 Park Avenue | Saint Louis | MO | 63110 | 431754347 | 501(c)(3) | $7,500 | see Part IV |
| Case Western Reserve Univ | |||||||
| 10900 Euclid Avenue Suite 615 | Cleveland | OH | 441067037 | 341018992 | 501(c)(3) | $8,242 | see Part IV |
| CASIE Center | |||||||
| 533 N Niles Ave | South Bend | IN | 46617 | 351899479 | 501(c)(3) | $10,000 | see Part IV |
| Catholic Charities Fort Worth | |||||||
| Post Office Box 15610 | Fort Worth | TX | 761190610 | 750808769 | 501(c)(3) | $60,103 | see Part IV |
| Catholic Charities of Archdiocese | |||||||
| 987 Airway Court | Santa Rosa | CA | 95403 | 942479393 | 501(c)(3) | $150,000 | see Part IV |
| Catholic Extension | |||||||
| 150 South Wacker Drive Suite 2000 | Chicago | IL | 60606 | 366000520 | 501(c)(3) | $20,000 | see Part IV |
| Catholic Family Center | |||||||
| 87 North Clinton Avenue | Rochester | NY | 146041458 | 160743945 | 501(c)(3) | $13,155 | see Part IV |
| Catholic Investment Services Inc | |||||||
| 200 State Street 14th Floor | Boston | MA | 02109 | 464354011 | 501(c)(3) | $33,333 | see Part IV |
| Catholic Student Center at Washingt | |||||||
| 6352 Forsyth Blvd | St Louis | MO | 63105 | 430653244 | 501(c)(3) | $7,700 | see Part IV |
| Celtic Charms Inc | |||||||
| 671 Fort Plains Road | Howell | NJ | 07731 | 272039852 | 501(c)(3) | $60,000 | see Part IV |
| Center for Disease Control | |||||||
| 1600 CLIFTON RD NE MAILSTOP D-42 | Atlanta | GA | 30329 | 586051157 | Federal | $130,700 | see Part IV |
| Center for Infectious Disease Research | |||||||
| 307 Westlake Avenue North | Seattle | WA | 981095240 | 910961784 | 501(c)(3) | $276,987 | see Part IV |
| Center for the Homeless | |||||||
| 813 S Michigan Street | South Bend | IN | 46601 | 351768544 | 501(c)(3) | $101,700 | see Part IV |
| Chicago Council on Global Affairs | |||||||
| Prudential Plaza 180 N Stetson | Chicago | IL | 60601 | 362181969 | 501(c)(3) | $65,000 | see Part IV |
| City of Rochester | |||||||
| 30 Church Street | Rochester | NY | 146141290 | 166002551 | City-Rochester | $7,574 | see Part IV |
| Clemson University | |||||||
| Suite 200 230 Kappa Street | Clemson | SC | 296340001 | 576000254 | State of SC | $12,000 | see Part IV |
| Cold Spring Harbor Laboratory | |||||||
| 1 Bungtown Road | Cold Spring Harbor | NY | 117242202 | 112013303 | $20,000 | see Part IV | |
| Colgate University | |||||||
| 13 Oak Drive | Hamilton | NY | 133461386 | 150532078 | 501(c)(3) | $9,600 | see Part IV |
| College of St Benedict | |||||||
| 37 College Avenue South | Saint Joseph | MN | 563742099 | 410969244 | 501(c)(3) | $16,392 | see Part IV |
| College of William and Mary | |||||||
| Post Office Box 8795 | Williamsburg | VA | 231878795 | 546001718 | State of Virginia | $93,896 | see Part IV |
| Colorado School of Mines | |||||||
| 1500 Illinois St | Golden | CO | 80401 | 846000551 | 501(c)(3) | $36,946 | see Part IV |
| Columbia University | |||||||
| 615 West 131st Street | New York | NY | 100277922 | 135598093 | 501(c)(3) | $149,324 | see Part IV |
| Conexus Indiana | |||||||
| 111 Monument Circle Suite 1800 | Indianapolis | IN | 46204 | 352065459 | 501(c)(6) | $10,000 | see Part IV |
| Congregation of Holy Cross | |||||||
| Post Office Box 460 | Notre Dame | IN | 46556 | 320344245 | 501(c)(3) | $11,150 | see Part IV |
| Cornell University | |||||||
| Post Office Box 22 | Ithaca | NY | 148510022 | 150532082 | 501(c)(3) | $754,459 | see Part IV |
| Cristo Rey Network | |||||||
| 11 East Adams Street Suite 800 | Chicago | IL | 60603 | 043730980 | 501(c)(3) | $10,000 | see Part IV |
| Cultivate Culinary School | |||||||
| 701 N Niles Avenue | South Bend | IN | 46617 | 813306113 | 501(c)(3) | $11,350 | see Part IV |
| Cure Alzheimer's Fund | |||||||
| 34 Washington Street Suite 200 | Wellesley Hills | MA | 02481 | 522396428 | 501(c)(3) | $250,000 | see Part IV |
| Cure SMA | |||||||
| 925 Busse Road | Elk Grove Village | IL | 60007 | 363320440 | 501(c)(3) | $15,000 | see Part IV |
| Dartmouth College | |||||||
| 11 Rope Ferry Road | Hanover | NH | 037551404 | 020222111 | 501(c)(3) | $419,145 | see Part IV |
| Dawn Brancheau Foundation Inc | |||||||
| 9030 Via Bella Notte | Orlando | FL | 32836 | 273700500 | 501(c)(3) | $10,000 | see Part IV |
| De La Salle Blackfeet School | |||||||
| Post Office Box 1489 | Browning | MT | 594171489 | 810304712 | 501(c)(3) | $33,650 | see Part IV |
| Declan Drumm Sullivan Memorial Fund | |||||||
| 3539 Long Grove Road | Long Grove | IL | 60047 | 276886934 | 501(c)(3) | $70,000 | see Part IV |
| DePaul University | |||||||
| 1 East Jackson Boulevard | Chicago | IL | 606042287 | 362167048 | 501(c)(3) | $48,634 | see Part IV |
| Diocese of Fort Wayne-So Bend | |||||||
| 915 S Clinton Street | Fort Wayne | IN | 46802 | 350876373 | 501(c)(3) | $35,000 | see Part IV |
| Diocese of Metuchen | |||||||
| 146 Metlars Lane | Piscataway | NJ | 08854 | 222385423 | 501(c)(3) | $20,000 | see Part IV |
| Downtown South Bend Inc | |||||||
| 217 S Michigan Street | South Bend | IN | 46601 | 351546291 | 501(c)(6) | $10,000 | see Part IV |
| Duke University | |||||||
| Post Office Box 602651 | Charlotte | NC | 282602651 | 560532129 | 501(c)(3) | $113,469 | see Part IV |
| Early Childhood Development Center | |||||||
| 10 Child Care Center | Notre Dame | IN | 46556 | 311188922 | 501(c)(3) | $200,000 | see Part IV |
| Ekso Bionics | |||||||
| 1414 Harbour Way South | Richmond | CA | 948043628 | 990367049 | $10,487 | see Part IV | |
| Elevate Ventures Inc | |||||||
| 50 E 91st Street Suite 213 | Indianapolis | IN | 46240 | 274118692 | 501(c)(3) | $75,000 | see Part IV |
| EveryLife Foundation for Rare Disea | |||||||
| 1012 14th Street NW Suite 500 | Washington | DC | 20005 | 264614274 | 501(c)(3) | $10,000 | see Part IV |
| Eye to Eye | |||||||
| 50 Broad Street Suite 1702 | New York | NY | 10004 | 510570498 | 501(c)(3) | $250,000 | see Part IV |
| Family Health International | |||||||
| 359 Blackwell Street | Durham | NC | 277012477 | 237413005 | 501(c)(3) | $25,806 | see Part IV |
| Fellowship of Catholic University | |||||||
| PO Box 18710 | Golden | CO | 80402 | 841522811 | 501(c)(3) | $25,000 | see Part IV |
| Fischoff Natl Chamber Music Assoc | |||||||
| 303 Brownson Hall | Notre Dame | IN | 46556 | 351650154 | 501(c)(3) | $19,026 | see Part IV |
| Follow Your Dream Foundation | |||||||
| PO Box 91 | Ross | CA | 94957 | 270682435 | 501(c)(3) | $50,000 | see Part IV |
| Food Bank of Northern Indiana | |||||||
| 702 Chapin Street | South Bend | IN | 46601 | 351898055 | 501(c)(3) | $10,700 | see Part IV |
| Food for the Poor Inc | |||||||
| 6401 Lyons Road | Coconut Creek | FL | 33073 | 592174510 | 501(c)(3) | $102,615 | see Part IV |
| Foundation of St Joseph Health Sys | |||||||
| 707 East Cedar Street Suite 17d | South Bend | IN | 46617 | 351654543 | 501(c)(3) | $11,000 | see Part IV |
| Four Rivers Community Broadcasting | |||||||
| PO Box 17 | Harleysville | PA | 19438 | 232809815 | 501(c)(3) | $10,000 | see Part IV |
| Friends of Notre-Dame de Paris Inc | |||||||
| 1717 Pennsylvania Avenue NW | Washington | DC | 20006 | 814458934 | 501(c)(3) | $100,000 | see Part IV |
| General Electric Corporation (GE) | |||||||
| dba GE Aviation PO Box 641027 | Pittsburgh | PA | 152641027 | 140689340 | $221,958 | see Part IV | |
| GeoPoll Mobile Accord Inc | |||||||
| Suite 125 3000 Lawrence Street | Denver | CO | 802053422 | 202939332 | $19,625 | see Part IV | |
| Georgia Tech Research Corporation | |||||||
| Post Office Box 100117 | Atlanta | GA | 303840117 | 580603146 | State of Georgia | $1,920,388 | see Part IV |
| Grassroot Soccer Inc | |||||||
| 15 Lebanon St | Hanover | NH | 03755 | 431957920 | 501(c)(3) | $1,000,000 | see Part IV |
| Greater Kansas City Community Fdn | |||||||
| 1055 Broadway Blvd Suite 130 | Kansas City | MO | 64105 | 431152398 | 501(c)(3) | $84,272 | see Part IV |
| Grinnell College | |||||||
| 733 Broad Street | Grinnell | IA | 501122227 | 420680387 | 501(c)(3) | $54,910 | see Part IV |
| Habitat for Humanity | |||||||
| 402 E South St | South Bend | IN | 46601 | 311196894 | 501(c)(3) | $6,298 | see Part IV |
| Hannah's House | |||||||
| 410 South Spring Street | Mishawaka | IN | 46544 | 351871289 | 501(c)(3) | $25,325 | see Part IV |
| Heisman Trophy Trust | |||||||
| 111 Broadway Suite 103A | New York | NY | 10006 | 137052079 | 501(c)(3) | $8,500 | see Part IV |
| History of Science Society | |||||||
| 440 Geddes Hall UND | Notre Dame | IN | 46556 | 526050324 | 501(c)(3) | $27,137 | see Part IV |
| Holy Cross Missions | |||||||
| 102 Moreau Seminary | Notre Dame | IN | 46556 | 526044122 | 501(c)(3) | $302,850 | see Part IV |
| Holy Cross School | |||||||
| 1020 Wilber Street | South Bend | IN | 46628 | 350992113 | 501(c)(3) | $8,000 | see Part IV |
| Holy Trinity Catholic Church | |||||||
| 1600 Corporate Drive | Ladera Ranch | CA | 92694 | 202747543 | 501(c)(3) | $10,000 | see Part IV |
| Hope Ministries | |||||||
| PO Box 4488 | South Bend | IN | 46634 | 351038532 | 501(c)(3) | $10,000 | see Part IV |
| Hospice Foundation | |||||||
| 501 Comfort Place | Mishawaka | IN | 46545 | 300433147 | 501(c)(3) | $10,175 | see Part IV |
| Hugo House | |||||||
| 1021 Columbus Street | Seattle | WA | 98104 | 911718383 | 501(c)(3) | $20,000 | see Part IV |
| Icahn School of Medicine at Mount S | |||||||
| One Gustave Levy Place PO Box 1049 | New York | NY | 100296574 | 136171197 | 501(c)(3) | $50,000 | see Part IV |
| Illinois Institute of Technology | |||||||
| 7562 Solutions Center | Chicago | IL | 606770001 | 352170136 | 501(c)(3) | $197,531 | see Part IV |
| Imagination Library | |||||||
| 111 Dollywood Lane | Pigeon Forge | TN | 37863 | 621348105 | 501(c)(3) | $20,000 | see Part IV |
| Indiana University | |||||||
| 509 E 3rd St | Bloomington | IN | 482780001 | 356001673 | State of Indiana | $245,596 | see Part IV |
| Indiana University Foundation | |||||||
| PO Box 500 | Bloomington | IN | 47402 | 356018940 | 501(c)(3) | $160,150 | see Part IV |
| International Computer Science Institute (ICSI) | |||||||
| 1947 Center Street Suite 600 | Berkeley | CA | 947041159 | 943024996 | 501(c)(3) | $23,671 | see Part IV |
| International Research & Exchanges Board | |||||||
| Suite 600 1275 K Street Northwest | Washington | DC | 200054064 | 223087809 | 501(c)(3) | $15,052 | see Part IV |
| Iowa State University | |||||||
| 221 Wanda Daley Drive | Ames | IA | 500110001 | 426004224 | 501(c)(3) | $72,789 | see Part IV |
| Johns Hopkins University | |||||||
| 3400 N Charles St | Chicago | IL | 606930001 | 520595110 | 501(c)(3) | $738,117 | see Part IV |
| Joyful Heart Foundation | |||||||
| 32 West 22nd Street 4th Floor | New York | NY | 10010 | 721519537 | 501(c)(3) | $25,000 | see Part IV |
| Kelly Cares Foundation | |||||||
| 1251 N Eddy Street Suite 200 | South Bend | IN | 46617 | 263591070 | 501(c)(3) | $36,545 | see Part IV |
| King County Dept of Community & Human Services | |||||||
| CNK-HS-0500 401 5th Avenue | Seattle | WA | 981041818 | 916001327 | County - King | $44,834 | see Part IV |
| Kitchi Gammi Club Foundation | |||||||
| 831 East Superior Street | Duluth | MN | 55802 | 351663615 | 501(c)(3) | $100,000 | see Part IV |
| La Casa de Amistad | |||||||
| 746 S Meade Street | South Bend | IN | 46619 | 351350013 | 501(c)(3) | $17,000 | see Part IV |
| Levine Music | |||||||
| 2801 Upton Street NW | Washington | DC | 20008 | 521063325 | 501(c)(3) | $7,500 | see Part IV |
| Little Traverse Conservancy | |||||||
| 3264 Powell Road | Harbor Springs | MI | 49740 | 237267810 | 501(c)(3) | $20,000 | see Part IV |
| Logan Community Resources | |||||||
| 51960 Gumwood Rd | Notre Dame | IN | 465566030 | 350965639 | 501(c)(3) | $88,306 | see Part IV |
| Loyola University Chicago | |||||||
| 820 North Michigan Avenue | Chicago | IL | 606112196 | 361408475 | 501(c)(3) | $314,491 | see Part IV |
| Macalester College | |||||||
| 1600 Grand Avenue | Saint Paul | MN | 551051899 | 410693962 | 501(c)(3) | $60,000 | see Part IV |
| Make-A-Wish of America | |||||||
| 1702 E Highland Avenue 400 | Phoenix | AZ | 85016 | 860481941 | 501(c)(3) | $75,000 | see Part IV |
| Manhattan College | |||||||
| 4513 Manhattan Parkway | Riverdale | NY | 10471 | 131740468 | 501(c)(3) | $50,000 | see Part IV |
| Marquette University | |||||||
| 915 W Wisconsin Ave | Milwaukee | WI | 532011811 | 390806251 | 501(c)(3) | $49,500 | see Part IV |
| Massachusetts Institute of Technology | |||||||
| 77 Massachusetts Avenue | Cambridge | MA | 021394307 | 042103594 | 501(c)(3) | $27,996 | see Part IV |
| Mathematica Policy Research | |||||||
| Post Office Box 2393 | Princeton | NJ | 085432393 | 222112296 | $111,504 | see Part IV | |
| Mayo Clinic | |||||||
| 200 First St SW | Rochester | MN | 55902 | 416011702 | 501(c)(3) | $25,000 | see Part IV |
| Medical University of South Carolina | |||||||
| MSC 804 Suite 805 19 Hagood Avenue | Charleston | SC | 294035120 | 576007222 | State of SC | $8,509 | see Part IV |
| Memorial Sloan-Kettering Cancer Center | |||||||
| Post Office Box 26338 | New York | NY | 100876338 | 131924236 | 501(c)(3) | $75,000 | see Part IV |
| Michigan State University | |||||||
| 426 Auditorium Rd Rm 2 | East Lansing | MI | 488242612 | 386005984 | State of Michigan | $22,970 | see Part IV |
| Misericordia Home | |||||||
| 6300 North Ridge | Chicago | IL | 60660 | 362170153 | 501(c)(3) | $25,000 | see Part IV |
| Montana State University | |||||||
| 309 Montana Hall | Bozeman | MT | 597172470 | 816010045 | State of Montana | $197,713 | see Part IV |
| MZA Associates Corporation | |||||||
| 2021 Girard Boulevard SE | Albuquerque | NM | 871099708 | 850400557 | $189,581 | see Part IV | |
| Naples Children & Education Foundat | |||||||
| 999 Vanderbilt Bach Road Suite 300 | Naples | FL | 34108 | 651001650 | 501(c)(3) | $178,000 | see Part IV |
| National Catholic College Admission | |||||||
| PO Box 267 | New Albany | OH | 43054 | 222811383 | 501(c)(3) | $10,000 | see Part IV |
| National Institute of Health | |||||||
| 2115 E Jefferson St MSC 8500 | Bethesda | MD | 208928500 | 520859115 | Federal | $81,479 | see Part IV |
| NORC | |||||||
| Suite 1800 55 East Monroe Street | Chicago | IL | 606035820 | 362167808 | 501(c)(3) | $14,219 | see Part IV |
| Norfolk State University Foundation | |||||||
| 700 Park Avenue HBW Suite 410 | Norfolk | VA | 23504 | 237235954 | 501(c)(3) | $25,000 | see Part IV |
| Northeast Neighborhood Revitalization Organization | |||||||
| 803 Lincolnway West | South Bend | IN | 46616 | 352118149 | 501(c)(3) | $17,226 | see Part IV |
| Northern Jet Management Inc | |||||||
| 55 East Monroe Street | Grand Rapids | MI | 495888380 | 383261631 | $301,950 | see Part IV | |
| Northwestern University | |||||||
| Post Office Box 888380 | Evanston | IL | 602080001 | 362167817 | 501(c)(3) | $177,233 | see Part IV |
| Notre Dame Club of Chicago | |||||||
| 224 S Michigan Avenue Suite 380 | Chicago | IL | 60604 | 362385194 | 501(c)(3) | $14,000 | see Part IV |
| Notre Dame Seminary | |||||||
| 633 Clark Street | New Orleans | LA | 701184391 | 720428008 | 501(c)(3) | $10,899 | see Part IV |
| Ohio State University | |||||||
| 2901 South Carrollton Avenue | Columbus | OH | 432101016 | 316025986 | State of Ohio | $112,496 | see Part IV |
| Omaha Performing Arts Society | |||||||
| 1200 Douglas Street | Omaha | NE | 68102 | 470832480 | 501(c)(3) | $145,834 | see Part IV |
| Oregon State University | |||||||
| Post Office Box 960 | Corvallis | OR | 97331 | 611730890 | State of Oregon | $291,187 | see Part IV |
| Papal Foundation | |||||||
| 150 Monument Road Suite 609 | Bala Cynwyd | PA | 190041701 | 232511991 | 501(c)(3) | $100,000 | see Part IV |
| Part of the Solution (POTS) | |||||||
| 2759 Webster Avenue | Bronx | NY | 10458 | 133425071 | 501(c)(3) | $20,000 | see Part IV |
| Pennsylvania State University | |||||||
| 312 Kerr Administration Building | State College | PA | 168014842 | 246000376 | State of PA | $165,168 | see Part IV |
| Perlara PBC | |||||||
| 6000 Shoreline Ct Suite 204 | South San Francisco | CA | 94080 | 465080858 | $130,000 | see Part IV | |
| Pokagon Band of Potawatomi | |||||||
| 3733 Locust Road | South Bend | IN | 46614 | 383278535 | Fed Recognized Tribe | $12,000 | see Part IV |
| Princeton University | |||||||
| 227 West Beaver Avenue | Princeton | NJ | 085445292 | 210634501 | 501(c)(3) | $163,038 | see Part IV |
| Purdue University | |||||||
| 701 Carnegie Center | West Lafayette | IN | 479072040 | 356002041 | State of Indiana | $903,417 | see Part IV |
| Queen Elizabeth II Sept 11th Garden | |||||||
| 11 Hanover Square Floor 12 | New York | NY | 10005 | 113681365 | 501(c)(3) | $10,000 | see Part IV |
| Rafael House of San Francisco Inc | |||||||
| 1065 Sutton Street | San Francisco | CA | 94109 | 943141608 | 501(c)(3) | $10,000 | see Part IV |
| Red Cloud Indian School | |||||||
| 100 Mission Drive | Pine Ridge | SD | 577702100 | 460275071 | 501(c)(3) | $30,000 | see Part IV |
| Research Foundation of CUNY | |||||||
| Floor 7 230 West 41st Street | New York | NY | 100367207 | 131988190 | 501(c)(3) | $10,647 | see Part IV |
| Research Foundation of SUNY | |||||||
| Post Office Box 9 | Albany | NY | 122010009 | 141368361 | 501(c)(3) | $36,206 | see Part IV |
| Roman Catholic Foundation of Easter | |||||||
| 12 Archbishop May Drive | St Louis | MO | 63119 | 463309222 | 501(c)(3) | $10,000 | see Part IV |
| Rutgers The State University of New Jersey | |||||||
| 100 Rockafeller Road | Piscataway | NJ | 08854 | 226001086 | State of New Jersey | $44,041 | see Part IV |
| Saint Mary's College | |||||||
| 110 LeMans Hall | Notre Dame | IN | 46556 | 350868158 | 501(c)(3) | $5,500 | see Part IV |
| Salvation Army of Duluth Minnesota | |||||||
| 215 S 27th Avenue W | Duluth | MN | 55806 | 362167910 | 501(c)(3) | $20,000 | see Part IV |
| San Jose State University Research Foundation | |||||||
| 210 North 4th Street | San Jose | CA | 951125569 | 946017638 | 501(c)(3) | $161,163 | see Part IV |
| Schwab Charitable Fund | |||||||
| 211 Main Street | San Francisco | CA | 94105 | 311640316 | 501(c)(3) | $50,000 | see Part IV |
| Scripps Research Institute | |||||||
| 10550 North Torrey Pines Rd TPC-7 | La Jolla | CA | 92037 | 330435954 | 501(c)(3) | $60,000 | see Part IV |
| Seattle Children's Hospital | |||||||
| Post Office Box 24728 | Seattle | WA | 981240728 | 911156519 | 501(c)(3) | $611,342 | see Part IV |
| Sisters of the Holy Cross | |||||||
| 407 Bertrand Hall - St Marys | Notre Dame | IN | 465565000 | 350868159 | 501(c)(3) | $15,000 | see Part IV |
| Smithsonian Institution | |||||||
| 1050 Independence Ave SW | Washington | DC | 205600001 | 530206027 | 501(c)(3) | $54,728 | see Part IV |
| Society of Christian Philosophers | |||||||
| Calvin College 3201 Burton St SE | Grand Rapids | MI | 49546 | 382448793 | 501(c)(3) | $6,000 | see Part IV |
| South Bend Alumni Association | |||||||
| 215 S St Joseph Street | South Bend | IN | 46601 | 351674506 | 501(c)(3) | $7,500 | see Part IV |
| South Bend Elkhart Regional Partner | |||||||
| 635 S Lafayette Blvd Suite 123 | South Bend | IN | 46601 | 351893288 | 501(c)(3) | $104,750 | see Part IV |
| South Bend Heritage Foundation | |||||||
| 803 Lincolnway West | South Bend | IN | 46616 | 237394320 | 501(c)(3) | $6,000 | see Part IV |
| South Bend Police Department | |||||||
| 701 W Sample Street | South Bend | IN | 46601 | 356001201 | City - South Bend | $15,000 | see Part IV |
| South Bend Regional Chamber | |||||||
| 101 N Michigan Street Suite 300 | South Bend | IN | 46601 | 201837418 | 501(c)(3) | $53,700 | see Part IV |
| Special Camps for Special Kids | |||||||
| 2929 Carlisle Street Suite 355 | Dallas | TX | 75204 | 752205242 | 501(c)(3) | $10,000 | see Part IV |
| St Joseph County Special Olympics | |||||||
| 106 Lincolnway East | Mishawaka | IN | 46544 | 356000194 | County - St Joseph | $6,300 | see Part IV |
| St Adalbert's School | |||||||
| 519 S Olive Street | South Bend | IN | 46619 | 351095958 | 501(c)(3) | $12,000 | see Part IV |
| St Ann Catholic Church | |||||||
| 310 North Olive Avenue | West Palm Beach | FL | 33401 | 596001732 | 501(c)(3) | $5,200 | see Part IV |
| St Ann School | |||||||
| 2211 West 18th Place | Chicago | IL | 60608 | 362284297 | 501(c)(3) | $20,300 | see Part IV |
| St Augustine Indian Mission | |||||||
| 1 Mission Drive Post Office Box 766 | Winnebago | NE | 680714900 | 470398898 | 501(c)(3) | $29,125 | see Part IV |
| St Bernard of Clairvaux Church | |||||||
| 500 US Highway 22 | Bridgewater | NJ | 08807 | 221601250 | 501(c)(3) | $10,000 | see Part IV |
| St Charles Apache Mission School | |||||||
| 355 San Carlos Avenue | San Carlos | AZ | 85550 | 860408580 | 501(c)(3) | $27,021 | see Part IV |
| St Clare of Assissi | |||||||
| 15642 Clayton Road | Ellisville | MO | 63011 | 430792494 | 501(c)(3) | $15,000 | see Part IV |
| St Hilary School | |||||||
| 765 Hilary Drive | Tiburon | CA | 94920 | 941294945 | 501(c)(3) | $25,000 | see Part IV |
| St John the Evangelist Catholic Sch | |||||||
| 602 W Ajo Way | Tucson | AZ | 85713 | 860144077 | 501(c)(3) | $14,500 | see Part IV |
| St Joseph County Parks Department | |||||||
| 50651 Laurel Road | South Bend | IN | 46637 | 351459569 | 501(c)(3) | $10,000 | see Part IV |
| St Joseph County Public Library | |||||||
| 304 South Main Street | South Bend | IN | 46601 | 351479645 | 501(c)(3) | $50,000 | see Part IV |
| St Joseph County Right to Life | |||||||
| 2004 Ironwood Circle Suite 130 | South Bend | IN | 46635 | 351594988 | 501(c)(3) | $8,900 | see Part IV |
| St Louis University | |||||||
| 4240 Duncan Avenue | St Louis | MO | 631101123 | 430654872 | 501(c)(3) | $25,419 | see Part IV |
| St Margaret's House | |||||||
| 117 N Lafayette Boulevard | South Bend | IN | 46601 | 351913328 | 501(c)(3) | $16,200 | see Part IV |
| St Martha Catholic Church | |||||||
| 4301 Woodridge Parkway | Porter | TX | 77365 | 742066304 | 501(c)(3) | $30,000 | see Part IV |
| St Mary's College | |||||||
| 153 Lemans Hall | Notre Dame | IN | 46556 | 350868158 | 501(c)(3) | $99,333 | see Part IV |
| St Michael Indian School | |||||||
| Post Office Box 650 | Saint Michaels | AZ | 865110650 | 860101517 | 501(c)(3) | $30,000 | see Part IV |
| St Patrick Catholic School | |||||||
| 1501 Trotter Rd | Largo | FL | 33770 | 590875805 | 501(c)(3) | $10,000 | see Part IV |
| Stanford University | |||||||
| Post Office Box 44253 | San Francisco | CA | 941444253 | 941156365 | 501(c)(3) | $1,155,336 | see Part IV |
| Strategic Management Society | |||||||
| 815 W Van Buren Suite 215 | Chicago | IL | 60607 | 311051434 | 501(c)(3) | $7,500 | see Part IV |
| Studebaker National Museum | |||||||
| 201 S Chapin Street | South Bend | IN | 46601 | 351555535 | 501(c)(3) | $7,500 | see Part IV |
| Summits Education | |||||||
| 250 Summer Street | Boston | MA | 022101151 | 472768711 | 501(c)(3) | $124,939 | see Part IV |
| Syracuse University | |||||||
| 119 Bowne Hall | Syracuse | NY | 132440001 | 150532081 | 501(c)(3) | $35,777 | see Part IV |
| TechPoint | |||||||
| 111 Monument Circle Suite 1800 | Indianapolis | IN | 46204 | 352065459 | 501(c)(6) | $10,000 | see Part IV |
| Texas Biomedical Research Institute | |||||||
| Post Office Box 760549 | San Antonio | TX | 782450549 | 741109630 | 501(c)(3) | $599,380 | see Part IV |
| Texas Christian University | |||||||
| TCU Box 297011 | Fort Worth | TX | 761290001 | 750827465 | 501(c)(3) | $62,222 | see Part IV |
| The History Museum | |||||||
| 808 W Washington Street | South Bend | IN | 46601 | 351124156 | 501(c)(3) | $25,000 | see Part IV |
| The Hopewell Fund | |||||||
| 1201 Connecticut Ave NW Suite 300 | Washington DC | DC | 20036 | 473681860 | 501(c)(3) | $50,000 | see Part IV |
| Tip of the Mitt | |||||||
| 426 Bay Street | Petoskey | MI | 49770 | 382361745 | 501(c)(3) | $10,000 | see Part IV |
| United States Geological Survey | |||||||
| Post Office Box 71362 | Philadelphia | PA | 191761362 | 530196958 | Federal | $26,000 | see Part IV |
| United Way of the Greater Lehigh Va | |||||||
| 1110 American PW NE Suite F-120 | Allentown | PA | 18109 | 232657933 | 501(c)(3) | $10,000 | see Part IV |
| University Corporation for Atmospheric Research | |||||||
| Post Office Box 3000 | Boulder | CO | 803073000 | 742439386 | 501(c)(3) | $90,435 | see Part IV |
| University of Akron | |||||||
| 302 Buchtel Mall | Akron | OH | 443250001 | 346002924 | 501(c)(3) | $40,179 | see Part IV |
| University of California at Berkeley | |||||||
| 2195 Hearst Avenue | Berkeley | CA | 947201103 | 946002123 | State of California | $115,556 | see Part IV |
| University of California at Davis | |||||||
| Post Office Box 989062 | West Sacramento | CA | 957989062 | 946036494 | State of California | $392,066 | see Part IV |
| University of California San Diego | |||||||
| 9500 Gilman Drive MC 0954 | La Jolla | CA | 920930954 | 956006144 | State of California | $770,793 | see Part IV |
| University of California-Irvine | |||||||
| 5212 Donal Bren Hall | Irvine | CA | 925973440 | 952226406 | State of California | $1,236,476 | see Part IV |
| University of California-Los Angeles | |||||||
| 1125 Murphy Hall Box 957089 | Los Angeles | CA | 900957089 | 956006143 | State of California | $1,540,859 | see Part IV |
| University of Central Florida | |||||||
| Post Office Box 160118 | Orlando | FL | 328160001 | 592924021 | State of Florida | $13,865 | see Part IV |
| University of Chicago | |||||||
| 5235 S Harper Courth 4th Floor | Chicago | IL | 60615 | 362177139 | 501(c)(3) | $252,050 | see Part IV |
| University of Colorado Denver | |||||||
| Post Office Box 910220 | Denver | CO | 802910220 | 846000555 | State of Colorado | $603,852 | see Part IV |
| University of Florida | |||||||
| Post Office Box 113001 | Gainesville | FL | 326113001 | 453624124 | State of Florida | $98,434 | see Part IV |
| University of Illinois | |||||||
| 28395 Network Place | Chicago | IL | 606730001 | 376000511 | State of Illinois | $275,116 | see Part IV |
| University of Iowa | |||||||
| 118 South Clinton Street | Iowa City | IA | 522404045 | 426004813 | State of Iowa | $130,973 | see Part IV |
| University of Kansas Medical Ctr Research Inst | |||||||
| Mailstop 1039 | Kansas City | KS | 661608500 | 481108830 | 501(c)(3) | $92,647 | see Part IV |
| University of Kansas Center for Research Inc | |||||||
| 2385 Irving Hill Road | Lawrence | KS | 660457552 | 480680117 | 501(c)(3) | $196,584 | see Part IV |
| University of Kentucky | |||||||
| 410 Administration Drive | Lexington | KY | 405060001 | 616033693 | State of Kentucky | $71,135 | see Part IV |
| University of Louisville Research Fdn | |||||||
| 2100 South Floyd Street | Louisville | KY | 402082751 | 611029626 | 501(c)(3) | $7,029 | see Part IV |
| University of Maryland | |||||||
| 4300 Terrapin Trail 4101 | College Park | MD | 207423103 | 526002033 | State of Maryland | $102,022 | see Part IV |
| University of Michigan | |||||||
| 500 S State Street | Ann Arbor | MI | 48109 | 386006309 | State of Michigan | $413,115 | see Part IV |
| University of Minnesota | |||||||
| 1300 S 2nd St | Minneapolis | MN | 55454 | 416007513 | State of Minnesota | $708,869 | see Part IV |
| University of Missouri | |||||||
| 407 Reynolds Alumni Center | Columbia | MO | 65211 | 436003859 | State of Missouri | $23,990 | see Part IV |
| University of North Carolina-Chapel Hill | |||||||
| 103 South Building | Chapel Hill | NC | 27599 | 566001393 | State of NC | $125,802 | see Part IV |
| University of Southern California | |||||||
| 3500 South Figueroa Street Ste 102 | Los Angeles | CA | 900898001 | 951642394 | 501(c)(3) | $24,967 | see Part IV |
| University of St Thomas | |||||||
| AQU 221 2115 Summit Avenue | Saint Paul | MN | 551051048 | 410693970 | 501(c)(3) | $26,000 | see Part IV |
| University of Tennessee | |||||||
| 210 Student Services Building | Knoxville | TN | 379960001 | 626001636 | State of Tennessee | $181,994 | see Part IV |
| University of Texas at Austin | |||||||
| Post Office Box 7458 | Austin | TX | 787137159 | 746000203 | State of Texas | $320,853 | see Part IV |
| University of Texas Dallas | |||||||
| 800 West Campbell Road | Richardson | TX | 75080 | 751305566 | State of Texas | $119,272 | see Part IV |
| University of Utah | |||||||
| 201 Presidents Circle Rm 406 | Salt Lake City | UT | 841129020 | 876000525 | State of Utah | $346,880 | see Part IV |
| University of Virginia | |||||||
| Post Office Box 400195 | Charlottesville | VA | 229044195 | 546001796 | State of Virginia | $133,264 | see Part IV |
| University of Washington | |||||||
| Box 359505 | Seattle | WA | 981959505 | 916001537 | State of Washington | $416,109 | see Part IV |
| University of Wisconsin Platteville | |||||||
| 2206 Ullsvik Hall 1 Univ Plaza | Platteville | WI | 538183001 | 475320123 | State of Wisconsin | $30,000 | see Part IV |
| US Naval Research Lab (NRL) | |||||||
| 4555 Overlook Ave | Washington | DC | 20375 | 530197019 | Federal | $116,000 | see Part IV |
| Van Buren Conservation District | |||||||
| 1035 East Michigan Avenue | Paw Paw | MI | 490798698 | 383028225 | 501(c)(3) | $59,257 | see Part IV |
| Vanderbilt University | |||||||
| 2301 Vanderbilt Place | Nashville | TN | 37235 | 620476822 | 501(c)(3) | $170,200 | see Part IV |
| Virginia Polytechnic Institute and State University | |||||||
| 300 Turner Street Suite 4200 | Blacksburg | VA | 24061 | 546001805 | State of Virginia | $6,527 | see Part IV |
| VPA Foundation | |||||||
| 301 S St Louis Boulevard | South Bend | IN | 46617 | 273843043 | 501(c)(3) | $10,000 | see Part IV |
| Washington Jesuit Academy | |||||||
| 900 Varnum St NE | Washington | DC | 20017 | 522336694 | 501(c)(3) | $7,500 | see Part IV |
| Washington State University | |||||||
| Post Office Box 641025 | Pullman | WA | 991641025 | 916001108 | State of Washington | $277,324 | see Part IV |
| Washington University | |||||||
| 700 Rosedale Avenue | St Louis | MO | 631121408 | 430653611 | 501(c)(3) | $224,999 | see Part IV |
| Wayne State University | |||||||
| 5700 Cass Avenue | Detroit | MI | 482020788 | 386028429 | State of Michigan | $238,971 | see Part IV |
| West Virginia University | |||||||
| Post Office Box 6286 | Morgantown | WV | 265066286 | 556000842 | State of WV | $30,000 | see Part IV |
| Western Washington University | |||||||
| 516 High Street | Bellingham | WA | 982255950 | 916000562 | State of Washington | $20,958 | see Part IV |
| Westminster Theological Seminary | |||||||
| 2960 Church Road | Glenside | PA | 19038 | 231352689 | 501(c)(3) | $897,008 | see Part IV |
| Westmont College | |||||||
| 955 La Paz Road | Santa Barbara | CA | 931081099 | 951684793 | 501(c)(3) | $70,000 | see Part IV |
| WNIT Public Television | |||||||
| 300 W Jefferson | South Bend | IN | 46601 | 351155594 | 501(c)(3) | $20,000 | see Part IV |
| Women's Care Center | |||||||
| 360 N Notre Dame Avenue | South Bend | IN | 46617 | 351609945 | 501(c)(3) | $60,000 | see Part IV |
| Women's Care Center Foundation | |||||||
| 360 N Notre Dame Avenue | South Bend | IN | 46617 | 383651599 | 501(c)(3) | $7,500 | see Part IV |
| Wright State University | |||||||
| 3640 Colonel Glenn Highway | Dayton | OH | 454350001 | 310732631 | State of Ohio | $14,217 | see Part IV |
| Yale University | |||||||
| Post Office Box 1873 | New Haven | CT | 065113572 | 060646973 | 501(c)(3) | $8,348 | see Part IV |
| Youth Services Bureau | |||||||
| 2222 Lincoln Way West | South Bend | IN | 46638 | 311174910 | 501(c)(3) | $5,800 | see Part IV |
| YWCA | |||||||
| 1102 S Fellows Street | South Bend | IN | 46601 | 350868226 | 501(c)(3) | $7,000 | see Part IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 234 | Total501c3OrgCnt |
| Total Other Org | 13 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Tuition Scholarships, Fellowships, and Room and Board Scholarships | 8516 | $323,120,785 |
| Athletics Grant-in-Aid | 421 | $1,541,318 |
| Housing and Other Assistance | 619 | $1,066,721 |
| Prizes and Awards | 1345 | $2,332,544 |
| Research/Travel Grant | 3971 | $4,471,554 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part II, Line 1(h) Explanation of purpose of grant or assistance | Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTP://CONTROLLER.ND.EDU/ASSETS/91679/SUBRECIPIENT_MONITORING.PDF. CHARITABLE ORGANIZATIONS THAT RECEIVE CONTRIBUTIONS FROM THE UNIVERSITY ARE CAREFULLY SELECTED AND REQUIRE DOCUMENTATION TO SUPPORT THE UNIVERSITY'S INTEREST IN THE ORGANIZATION TO ENSURE CONSISTENCY WITH THE CORE VALUES OF THE UNIVERSITY. CHARITABLE CONTRIBUTIONS ALSO REQUIRE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rev John I Jenkins CSC PhD | ||||||||||||||
| President & Trustee | $977,082 | $0 | $0 | $0 | $99,320 | $0 | $0 | $0 | $49,251 | $0 | $1,125,653 | $0 | $0 | $0 |
| Rev Timothy R Scully CSC | ||||||||||||||
| Professor & Trustee | $190,776 | $0 | $0 | $0 | $19,369 | $0 | $0 | $0 | $16,561 | $0 | $226,706 | $0 | $0 | $0 |
| Rev Austin Collins CSC | ||||||||||||||
| Professor & Trustee | $155,887 | $0 | $0 | $0 | $15,880 | $0 | $0 | $0 | $16,561 | $0 | $188,328 | $0 | $0 | $0 |
| Rev Paul V Kollman CSC | ||||||||||||||
| Professor and Trustee | $118,386 | $0 | $0 | $0 | $12,130 | $0 | $0 | $0 | $67,077 | $0 | $197,593 | $0 | $0 | $0 |
| Rev William M Lies CSC | ||||||||||||||
| VP Mission Engmt & Trustee | $129,206 | $0 | $0 | $0 | $39,461 | $0 | $0 | $0 | $9,243 | $0 | $177,910 | $0 | $0 | $0 |
| Rev Daniel Groody CSC | ||||||||||||||
| Associate Provost & Trustee | $118,386 | $0 | $0 | $0 | $12,130 | $0 | $0 | $0 | $70,368 | $0 | $200,884 | $0 | $0 | $0 |
| John F Affleck-Graves PhD | ||||||||||||||
| Executive VP | $728,945 | $0 | $0 | $0 | $48,891 | $0 | $167,328 | $0 | $19,988 | $0 | $965,152 | $0 | $0 | $0 |
| Thomas G Burish PhD | ||||||||||||||
| Provost | $533,616 | $0 | $0 | $0 | $28,758 | $0 | $359,731 | $0 | $19,816 | $0 | $941,921 | $0 | $0 | $0 |
| Marianne Corr JD | ||||||||||||||
| VP & General Counsel | $611,314 | $0 | $0 | $0 | $34,702 | $0 | $27,500 | $0 | $9,298 | $0 | $682,814 | $0 | $0 | $0 |
| Scott C Malpass MBA | ||||||||||||||
| VP & Chief Investment Officer | $1,098,964 | $0 | $3,655,656 | $0 | $90,357 | $0 | $27,500 | $0 | $8,458 | $0 | $4,880,935 | $0 | $0 | $0 |
| John B Swarbrick Jr | ||||||||||||||
| Athletic Director | $1,076,928 | $0 | $1,128,682 | $0 | $116,224 | $0 | $227,500 | $0 | $35,791 | $0 | $2,585,125 | $0 | $500,000 | $0 |
| Michael P Brey | ||||||||||||||
| Head Coach, Basketball | $1,030,328 | $0 | $495,378 | $0 | $110,048 | $0 | $27,500 | $0 | $17,727 | $0 | $1,680,981 | $0 | $0 | $0 |
| Michael D Donovan MBA JD | ||||||||||||||
| Managing Director, Invest. | $635,782 | $0 | $1,564,853 | $0 | $36,190 | $0 | $27,500 | $0 | $8,793 | $0 | $2,273,118 | $0 | $0 | $0 |
| Brian Kelly | ||||||||||||||
| Head Coach, Football | $1,292,553 | $0 | $317,000 | $0 | $165,126 | $0 | $27,500 | $0 | $61,714 | $0 | $1,863,893 | $0 | $0 | $0 |
| Muffet McGraw | ||||||||||||||
| Head Coach, Basketball | $1,218,926 | $0 | $678,958 | $0 | $128,847 | $0 | $27,500 | $0 | $17,591 | $0 | $2,071,822 | $0 | $0 | $0 |
| Richard Buhrman | ||||||||||||||
| Investment Director | $431,969 | $0 | $713,099 | $0 | $16,489 | $0 | $371,948 | $0 | $27,518 | $0 | $1,561,023 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Type of benefit (First class travel): Air travel other than coach class (typically business class) is allowed for travel to Alaska, Hawaii and destinations outside North America, or for necessary medical reasons (accompanied by appropriate supporting documentation), if the situation warrants it and with approval from a Dean or President's Leadership Council Member. Type of benefit (Charter travel): Travel on the University plane or other plane leased by the University requires approval by the President's Office. Recipients of the benefit and tax treatment: First class air travel and charter travel was provided to 15 persons included in Form 990, Part VII, Section A in 2018. None of the first class or charter travel was reported as taxable compensation, as a Univeristy business purpose was established for travel. |
| Schedule J, Part I, Line 1a Travel for companions | Type of benefit: Family members of University employees are occasionally asked to travel on University business. Family members travel reimbursement by the University requires approval by a Dean or President's Leadership Council Member or their authorized representative, and if the business purpose of the family member travel is not properly documented, it is treated as taxable compensation to the employee. Recipients of the benefit and tax treatment: Travel for companions was provided to 6 persons included in Form 990, Part VII, Section A in 2018 and if the business purpose of the family travel was not properly documented, it was treated as taxable compensation to the employee. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Type of benefit: Tax indemnification and gross-up payments may occasionally be provided to University employees . Recipients of the benefit and tax treatment: Gross-up payments were provided to 2 persons included in Form 990, Part VII, Section A in 2018 and were reported as taxable compensation in these instances. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | Type of Benefit/Recipients of the benefit and tax treatment: Housing was provided to 6 persons included on Form 990, Part VII, Section A, in 2018 . 6 individuals are members of the CSC Religious Order and live in University dormitories or campus apartments while providing guidance to students for the convenience of the University. As a result the housing benefit to these 6 individuals was not included in gross income of the recipients under Section 119 of the Internal Revenue Code. |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | Type of benefit: Social club dues are occasionally paid on behalf of employees of the University, and these dues are added to the individual's income to reflect personal use (as reported on an annual basis). Recipients of the benefit and tax treatment: Social club dues were provided to 6 persons included in Form 990, Part VII, Section A in 2018 and were reported as taxable compensation in all of those instances. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | John Affleck-Graves, Executive Vice President, Thomas Burish, Provost, John W. Swarbrick, Athletic Director, Scott Malpass, Vice President and Chief Investment Officer, Michael Donovan, Managing Director for Private Capital Investments and Richard Buhrman, Investment Director, participated in nonqualified deferred compensation arrangements under Internal Revenue Code Section 457(f) during calendar 2018. Affleck-Graves received an accrued benefit of $139,828. Burish received an accrued benefit of $332,231. Swarbrick received an accrued benefit of $200,000. Malpass received an accrued benefit of $3,655,656. Donovan received an accrued benefit of $1,564,853. Buhrman received an accrued benefit of $344,448. The accrued benefit and related earnings vest to Affleck-Graves and Burish at the end of the term of each plan (5 and 4 years respectively). The accrued benefit and related earnings to Swarbrick are fully vested and taxable in calendar year 2018 as a result of reaching the term of his 5 year plan. The accrued benefit and related earnings to Malpass and Donovan are fully vested and taxable in calendar year 2018 as a result of reaching the retirement age and years of service required in 2017. The accrued benefit and related earnings vest over a five year period to Buhrman. |
| Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization | 5a(i)-Scott Malpass, 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 $2,966,999 in calendar 2018 related to this program, and was taxed on unpaid amounts totaling $688,657 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, Managing Director for Private Capital Investments received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Donovan received $1,134,518 in calendar 2018 related to this program, and was taxed on unpaid amounts totaling $430,335 as a result of being fully vested in the plan due to meeting the age and years of service requirements. 5a(iii)-Richard Buhrman, Investment Director received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Buhrman received $713,099 in calendar 2018 related to this program. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $2,500 | CashGrantAmt |
| Type Of Assistance | Scholarship | TypeOfAssistanceTxt |
| Assistance Purpose | Travel Stipend | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Susan McCusker LLC | |||
| Entity is at least a 35% controlled entity of a Family Member of Officer John Affleck-Graves | $186,725 | Susan McCusker, LLC provided leadership training and consulting services to several University departments. | false |
| SynGlyphX Holdings Inc | |||
| SynGlyphX Holdings, Inc. is at least a 35% controlled entity of Trustee John Jordan | $71,507 | University operating expenses for Admissions GlyphX, LLC, a joint venture between the University and SynGlyphX Holdings, Inc. | false |
| Directional Capital - FlexJet | |||
| FlexJet is at least a 35% controlled entity of Trustee Kenneth Ricci | $1,102,059 | FlexJet provides flight hours to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy. | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 876 | ContributionCnt |
| Noncash Contributions Rpt F990 | $92,288,649 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling cost | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $264,616 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OTHER | 48 | $0 | NONE |
| Yes (X) | ATHLETIC TICKETS | 120 | $0 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 16 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I Column (b) | The amounts shown for "Number of contributions or items contributed" represents number of contributions, not the number of items contributed. |
| Schedule M, Part I, Line 33 Column (c) Explanation | Other than for gifted securities, the University's policy is to record as revenue only those non-cash contributions in excess of one million dollars, if supported by an appraisal from qualified third party. For gifted securities, the University records the proceeds received upon liquidation, broken down between contribution (for the value at date of gift) and gain or loss (for the difference between contribution and proceeds). For gifted securities of closely held stock, the University records a token value of one dollar, unless furnished with an appraisal from a qualified third party appraiser. However, the University will record liquidation proceeds for closely held stock if the University can obtain confirmation from the company that the company will purchase the shares at a specified price in the near future. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | As the need arises, the University may use third parties to sell certain types of noncash contributions, such as real estate. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 Organization's Mission | The University of Notre Dame is a Catholic academic community of higher learning, animated from its origins by the Congregation of Holy Cross. The University is dedicated to the pursuit and sharing of truth for its own sake. As a Catholic university, one of its distinctive goals is to provide a forum where, through free inquiry and open discussion, the various lines of Catholic thought may intersect with all the forms of knowledge found in the arts, sciences, professions, and every other area of human scholarship and creativity. The intellectual interchange essential to a university requires, and is enriched by, the presence and voices of diverse scholars and students. The Catholic identity of the University depends upon, and is nurtured by, the continuing presence of a predominant number of Catholic intellectuals. This ideal has been consistently maintained by the University leadership throughout its history. What the University asks of all its scholars and students, however, is not a particular creedal affiliation, but a respect for the objectives of Notre Dame and a willingness to enter into the conversation that gives it life and character. Therefore, the University insists upon academic freedom that makes open discussion and inquiry possible. The University prides itself on being an environment of teaching and learning that fosters the development in its students of those disciplined habits of mind, body, and spirit that characterize educated, skilled, and free human beings. In addition, the University seeks to cultivate in its students not only an appreciation for the great achievements of human beings but also a disciplined sensibility to the poverty, injustice and oppression that burden the lives of so many. The aim is to create a sense of human solidarity and concern for the common good that will bear fruit as learning becomes service to justice. Notre Dame also has a responsibility to advance knowledge in a search for truth through original inquiry and publication. This responsibility engages the faculty and students in all areas of the University, but particularly in graduate and professional education and research. The University is committed to constructive and critical engagement with the whole of human culture. The University encourages a way of living consonant with a Christian community and manifest in prayer, liturgy and service. Residential life endeavors to develop that sense of community and of responsibility that prepares students for subsequent leadership in building a society that is at once more human and more divine. Notre Dame's character as a Catholic academic community presupposes that no genuine search for the truth in the human or the cosmic order is alien to the life of faith. The University welcomes all areas of scholarly activity as consonant with its mission, subject to appropriate critical refinement. There is, however, a special obligation and opportunity, specifically as a Catholic university, to pursue the religious dimensions of all human learning. Only thus can Catholic intellectual life in all disciplines be animated and fostered and a proper community of scholarly religious discourse be established. In all dimensions of the University, Notre Dame pursues its objectives through the formation of an authentic human community graced by the Spirit of Christ. |
| Form 990, Part VI, Line 15 Description of Officers/Identifying of Officers | The Compensation Committee of the Board of Trustees develops, in conjunction with the President, Executive Vice President, and Vice President of Human Resources, an overall Total Reward Philosophy for Key Employees, which supports the University's overall mission, and shall recommend such Total Reward Philosophy to the Board for approval. The Committee acts on behalf of the Board to implement the executive compensation policy, approve executive compensation levels, adopt a benefit and perquisite policy, and justify reasonable compensation paid to the President, Executive Vice President, and Provost of the University, and other persons who are "disqualified persons" under Internal Revenue Code Section 4958 (intermediate sanctions). The Committee researches competitive and reasonable annual base salary levels, annual incentive plans, executive benefit plans, welfare benefits and supplemental benefits of the named executives and other key individuals. Upon completion of the research, the Committee approves the specific levels and amounts of total rewards that will be paid to, or provided for the benefit of, the named executives and other key individuals. The Committee examines the reasonableness of compensation levels. In so doing, the Committee assesses the nature and scope of the position by reviewing the basis on which compensation was paid. This includes a review of compensation for, but not limited to, exceptional performance, additional duties, and/or the unique background, experiences, personal skills and the abilities of the executive, as well as special challenges facing the University that require the use of such attributes or skills. The Committee's evaluation includes valid market data provided by an independent third party consultant that details each compensation component and the total package in light of the University's executive compensation philosophy. The Committee conducts such examination to be able to establish a presumption under Section 4958 that the total reward package offered to "disqualified persons" is reasonable. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | John J. Brennan, Trustee and Scott C. Malpass, Officer - Business relationship, Richard C. Notebaert, Trustee and Sara Martinez Tucker, Trustee - Business relationship, Richard C. Notebaert, Trustee and J. Christopher Reyes, Trustee - Business relationship |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | The University's bylaws were amended to add a class of honorary Trustees who will have no governance function and to eliminate certain categories of ex officio Trustees. In addition, the requirement that Trustees be elected at a particular meeting was removed. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | AFTER INTERNAL REVIEW OF THE COMPLETED FORM 990 AND EXTERNAL REVIEW BY THE UNIVERSITY'S OUTSIDE TAX ACCOUNTANTS (PRICEWATERHOUSECOOPERS), THE RETURN IS PRESENTED TO THE UNIVERSITY'S TAX STRATEGY COMMITTEE, WHICH INCLUDES UNIVERSITY OFFICERS (EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL), VICE PRESIDENT FOR FINANCE, THE CHIEF AUDIT EXECUTIVE, THE CONTROLLER AND MEMBERS OF HIS TAX AND COMPLIANCE STAFF, AND PRICEWATERHOUSECOOPERS. FOLLOWING THIS INTERNAL PROCESS, THE RETURN IS PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, WHO REVIEW THE RETURN AND DISCUSS IT AT A MEETING PRIOR TO FILING THE RETURN. UPON COMPLETION OF THEIR REVIEW, IT IS PROVIDED TO THE FULL BOARD OF TRUSTEES, ALSO PRIOR TO THE FILING OF THE RETURN. |
| Form 990, Part VI, Line 12c Conflict of interest policy | All faculty, staff and students who are in a position to influence or commit resources of the University of Notre Dame are considered "members" 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 member'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 member 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 Member'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-member has failed to disclose all financial interests and material facts pertinent to a potential conflict of interest, it shall inform the individual of such, and afford the individual the opportunity to further explain all interests and facts pertinent to the potential conflict. If it is determined that an individual has not disclosed all financial interests and material facts pertinent to an actual or potential conflict of interest, corrective action shall be taken as deemed appropriate. The minutes of any meeting of the University's Board of Trustees or other governing board of the University considering a conflict of interest including committees and sub-committees of such boards, shall include the names of those present for discussion and voting, as well as those recused from the discussion and voting, on any transaction, arrangement, relationship, or other action involving a potential conflict of interest. |
| Form 990, Part VI, Line 19 Required documents available to the public | The University makes its governing documents (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 Organization | a) The current head football coach is permitted to receive compensation from external sources with prior written approval from the University. 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. Therefore, any external income that the coach may receive is not reported for purposes of the University's response to the question raised on Form 990 Part VII Line 5. b) Other reportable compensation: Name: Michael P. Brey Unrelated Organization: Play by Play Sports Type: Cash Compensation: $678,000 Name: Muffet McGraw Unrelated Organization: Play by Play Sports Type: Cash Compensation: $150,000 |
| Form 990, Part VII, Section A Highest Compensated Employees | During calendar year 2018, 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. | Fr. John Jenkins, Fr. Timothy Scully, Fr. Paul Kollman, Fr. Daniel Groody, Fr. William Lies and Fr. Austin Collins 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. Fr. John Jenkins received his compensation as President of the University, and not in his position as Trustee. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | All Other Programs - Total Revenue: 11902506, Related or Exempt Function Revenue: 11902506, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | All Other Revenues - Total Revenue: 3446931, Related or Exempt Function Revenue: 1774418, Unrelated Business Revenue: 1672513, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part X, Line 20 | The University is reporting tax exempt bond liabilities of $7,890,000 at the End of year (column B) on Part X, line 20. This amount represents liabilities for tax exempt bonds issued prior to December 31, 2002. Accordingly, Schedule K is not required to be attached to Form 990 for the tax year ending June 30, 2019. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Net gain/(loss) on debt-related derivative instruments - -24709279; Change in value of split-interest agreements - 9450190; Net pension and postretirement benefits-related changes - -22536583; Other non-operating changes in net assets - -2617740; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|
| BCMR Feeder-TE GP LLC | ||||||||||
| 518 17th Street | Suite 1700 | Denver | CO | 802024130 | Feeder fund | DE | $75,232 | $60,593 | University of Notre Dame du Lac | |
| Dynamo Brasil III LLC | ||||||||||
| Corporation Trust Center | 1209 Orange St | Wilmington | DE | 19801 | Investments | DE | $0 | $88,336,663 | University of Notre Dame du Lac | |
| NDI Gateway LLC | ||||||||||
| 203 Main Building | Notre Dame | IN | 46656 | Foreign educational activities | IN | $612 | $107,252 | University of Notre Dame du Lac | 472320410 | |
| Santa Fe Interests LLC | ||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | Rental real estate | DE | $1,489,611 | $47,035,919 | University of Notre Dame du Lac | 203977995 |
| ND Pit Road LLC | ||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | Investments | DE | $0 | $2,105 | University of Notre Dame du Lac | 823967175 | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Association of Notre Dame Clubs Inc | ||||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | 311050144 | Alumni association | IN | 501(c)(3) | Type III-FI | University of Notre Dame du Lac | Yes (true) | |
| Fundacion University of Notre Dame Chile | ||||||||||||
| Study abroad program | 501(c)(3) | University of Notre Dame du Lac | Yes (true) | CI | ||||||||
| The University of Notre Dame (USA) in England | ||||||||||||
| Study abroad program | 501(c)(3) | University of Notre Dame du Lac | Yes (true) | UK | ||||||||
| University of Notre Dame du Lac Gillen Foundation | ||||||||||||
| Controllers Office | 724 Grace hall | Notre Dame | IN | 46556 | 237125378 | Research facility operations | MI | 501(c)(3) | Type I | University of Notre Dame du Lac | Yes (true) | |
| Voice of the Fighting Irish Inc | ||||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | 311135580 | Radio station | IN | 501(c)(3) | Type I | University of Notre Dame du Lac | Yes (true) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Magna NYC Co-Investment LP | ||||||||||||||||
| 300 Centerville Road | Suite 300 East | Warwick | RI | 02886 | 261523052 | Real estate investment | DE | GP Magna NYC Co-Investment LLC | Unrelated | -$1,166,135 | $29,512,092 | false | -$1,070,992 | false | 0.8909 | |
| Merit Energy Partners VIII LP | ||||||||||||||||
| 13727 Noel Rd | Suite 1200 | Dallas | TX | 75240 | 752530212 | Direct energy investments | DE | Merit Partners LP | Excluded | $8,222,756 | $155,482,522 | false | false | 0.99 | ||
| Qiming II Investor Holdings LLC | ||||||||||||||||
| 350 106th Ave NE | First Floor | Bellevue | WA | 98004 | 270464551 | Feeder fund | WA | University of Notre Dame du Lac | Excluded | -$45,956 | $2,505,070 | false | Yes (true) | 1 | ||
| Thor Palmer House Co-Investor LP | ||||||||||||||||
| 25 West 39th Street | 11th Floor | New York | NY | 10018 | 203283109 | Real estate investment | DE | Thor Palmer House Co-Investor GP LLC | Excluded | -$196,639 | $58,573,057 | false | false | 0.6872 | ||
| Bridgewater Corporate Bond Fund LLC | ||||||||||||||||
| One Glendenning Place | Westport | CT | 06880 | 522317130 | Investments | DE | Bridgewater Associates LP | Excluded | $4,732,068 | $116,031,458 | false | false | 0.9265 | |||
| NDFPR LP | ||||||||||||||||
| PO Box 194170 | San Francisco | CA | 941194170 | 611769730 | Investments | DE | BART Partners VIII LLC | Excluded | $667,875 | $154,980,608 | false | false | 0.9966 | |||
| VMG Stone Brewing Coinvestment LP | ||||||||||||||||
| 39 Mesa Street | Suite 310 | San Francisco | CA | 94129 | 812802402 | Investments | DE | VMG Partners III GP LP | Unrelated | -$1,932,481 | $72,120,125 | false | -$1,932,481 | false | 0.636 | |
| Schroder Adveq EEM I LP | ||||||||||||||||
| 981272313 | Investments | Schroder Adveq EEM Management I LP | Excluded | $96,404 | $14,457,157 | false | false | 0.99 | UK | |||||||
| 22NW Fund LP | ||||||||||||||||
| 1455 NW Leary Way | Suite 400 | Seattle | WA | 98107 | 473303449 | Investments | DE | 22NW Fund Group LLC | Excluded | $3,100,144 | $67,676,067 | false | $113,736 | false | 0.4625 | |
| Sprints II Walton Co-Investment LP | ||||||||||||||||
| Investments | Sprints II Walton Co-Investment GP Limited | Unrelated | -$375 | $12,367,152 | false | -$66,444 | false | 1 | GK | |||||||
| Endries Co-Invest LLC | ||||||||||||||||
| c/o Nautic Partners LLC | 50 Kennedy Plaza 12th Floor | Providence | RI | 02903 | 821556028 | Investments | DE | Nautic Capital VIII LP | Excluded | $7,487,523 | $412,700 | false | false | 0.9104 | ||
| Mile Rock Capital Fund I LP | ||||||||||||||||
| 700 Larkspur Landing Circle | Suite 199 | Larkspur | CA | 94939 | 825049944 | Investments | DE | Mile Rock Capital | Excluded | $0 | $54,256 | false | false | 0.5004 | ||
| Level Equity-IMN Investors LLC | ||||||||||||||||
| Two Grand Central Tower | 140 E 45th St 39th Floor | New York | NY | 10017 | Investments | DE | Level Equity Management LLC | Excluded | $0 | $10,174,116 | false | false | 0.9976 | |||
| EEM II LP | ||||||||||||||||
| Investments | EEM Management II LP | Excluded | $0 | $0 | false | false | 0.99 | UK | ||||||||
| EEM Opportunities LP | ||||||||||||||||
| 981430893 | Investments | EEM Opportunities Management II LP | Excluded | $0 | $0 | false | false | 0.99 | UK | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BCMR Feeder-TE LP | ||||||||||||||
| 518 17th Street | Suite 1700 | Denver | CO | 80202 | 980582629 | Feeder fund | CA | University of Notre Dame du Lac | C Corporation | $4,491,976 | $10,730,824 | 0.99 | Yes (true) | |
| Bradley-DeBartolo Inc | ||||||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | 341765932 | Real estate owner/lessor | University of Notre Dame du Lac | C Corporation | $0 | $0 | 1.00 | Yes (true) | OH | |
| Sorin Management Ltd | ||||||||||||||
| Investments | MP | University of Notre Dame du Lac | C Corporation | $639,503 | $153,791,081 | 1.00 | Yes (true) | |||||||
| TDR Capital II C Holdings LP | ||||||||||||||
| 980648852 | Feeder fund | UK | University of Notre Dame du Lac | C Corporation | $3,883,726 | $20,495,639 | 1.00 | Yes (true) | ||||||
| Tegean Offshore Fund Ltd | ||||||||||||||
| c/o Tegean Capital Management LLC | Chrysler Building 405 Lexington Ave | New York | NY | 10174 | Feeder fund | CJ | University of Notre Dame du Lac | C Corporation | $492,542 | $90,931,513 | 0.8201 | Yes (true) | ||
| ND Renewable Energy Inc | ||||||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | 814675664 | Finance | University of Notre Dame du Lac | C Corporation | $0 | $5 | 1.00 | Yes (true) | IN | |
| ND-Structured Immunity Inc | ||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 822731805 | Health care | University of Notre Dame du Lac | C Corporation | $14,795 | $17,938 | 1 | Yes (true) | DE | ||
| ND-Origin Oncology Inc | ||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 824167966 | Health care | University of Notre Dame du Lac | C Corporation | $0 | $5,250 | 1 | Yes (true) | DE | ||
| ND-Prevallergy Inc | ||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 824269472 | Health care | University of Notre Dame du Lac | C Corporation | 1 | Yes (true) | DE | ||||
| ND-Vital View Technologies Inc | ||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 825296303 | Health care | University of Notre Dame du Lac | C Corporation | $40,000 | $33,567 | 1 | Yes (true) | DE | ||
| ND-YeSSGenomics Inc | ||||||||||||||
| 1400 E Angela Blvd | South Bend | IN | 46617 | 611890512 | Health care | University of Notre Dame du Lac | C Corporation | $0 | $78,711 | 1 | Yes (true) | DE | ||
| Charitable remainder trusts (66) | ||||||||||||||
| Split-interest trusts where University of Notre Dame du Lac is trustee and remainder beneficiary | University of Notre Dame du Lac | Trust | false | IN | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (26 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BCMR Feeder - TE LP | ||
| S | $7,448,003 | Amount received |
| 22NW Fund LP | ||
| S | $100,000 | Amount received |
| 22NW Fund LP | ||
| B | $10,000,000 | Funding provided |
| NDFPR LP | ||
| B | $25,000,000 | Funding provided |
| Magna NYC Co-Investment LP | ||
| S | $967,628 | Amount received |
| Merit Energy Partners VIII LP | ||
| S | $21,532,500 | Amount received |
| Merit Energy Partners VIII LP | ||
| B | $33,660,000 | Funding provided |
| Mile Rock Capital Fund I LP | ||
| B | $98,379 | Funding provided |
| Endries Co-Invest LLC | ||
| S | $14,621,836 | Amount received |
| Endries Co-Invest LLC | ||
| B | $80,493 | Funding provided |
| Qiming II Investor Holding LLC | ||
| S | $8,344,811 | Amount received |
| Schroder Adveq EEM I LP | ||
| B | $7,505,069 | Funding provided |
| TDR Capital II C Holdings LP | ||
| S | $8,564,993 | Amount received |
| VMG Stone Brewing Coinvestment LP | ||
| B | $573,395 | Funding provided |
| Fundacion University of Notre Dame Chile | ||
| B | $393,751 | Funding provided |
| The University of Notre Dame (USA) in England | ||
| B | $1,019,138 | Funding provided/expenses incurred |
| The University of Notre Dame (USA) in England | ||
| R | $3,870,896 | Remittance of revenues collected on behalf of organization |
| Charitable remainder trusts (7) | ||
| S | $4,472,335 | Remainder interest received |
| Sorin Management Ltd | ||
| B | $1,672,745 | Funding provided |
| Sorin Management Ltd | ||
| S | $28,852,830 | Amount received |
| University of Notre Dame Gillen Foundation | ||
| B | $653,511 | Funding provided |
| Voice of the Fighting Irish Inc | ||
| B | $96,337 | Funding provided |
| ND-Structured Immunity Inc | ||
| O | $50,847 | Compensation paid |
| ND-YeSSGenomics Inc | ||
| B | $85,000 | Funding provided |
| ND-Vital View Technologies Inc | ||
| B | $156,435 | Funding provided |
| ND-Structured Immunity Inc | ||
| A | $11,606 | Amount received |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Notre Dame du Lac | |||||||||||||||
| Controllers Office 724 Grace Hall | Notre Dame | IN | 46556 | 350868188 | Yes (X) | $0 | $376,850 | $376,850 | $1,712,182,582 | $1,712,559,432 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| University of Notre Dame Gillen Foundation | |||||||||||||||
| Controllers Office 724 Grace Hall | Notre Dame | IN | 46556 | 237125378 | $0 | $0 | $0 | $694,881 | $694,881 | $129,232 | $32,308 | $0 | $0 | $0 | |
| Voice of the Fighting Irish Inc | |||||||||||||||
| Controllers Office 724 Grace Hall | Notre Dame | IN | 46556 | 311135580 | $0 | $0 | $0 | $110,966 | $110,966 | $22,193 | $5,548 | $0 | $0 | $0 | |