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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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-15T13:00:13-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13TH ST NW STE 1000AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200053014ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350868188EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonShannon B CullinanPersonNm
Person TitleExecutive Vice PresidentPersonTitleTxt
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Controllers Office 724 Grace HallAddressLine1Txt
CityNotre DameCityNm
State AbbreviationINStateAbbreviationCd
ZIP46556ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,816,722,976GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption5067GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.nd.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1844FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionSee Schedule O.ActivityOrMissionDesc
Voting Members Governing Body48VotingMembersGoverningBodyCnt
Voting Members Independent45VotingMembersIndependentCnt
Total Employee19078TotalEmployeeCnt
Total Volunteers2962TotalVolunteersCnt
Total Gross UBI$14,380,393TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$604,423,145PYContributionsGrantsAmt
CY Contributions Grants$431,769,100CYContributionsGrantsAmt
PY Program Service Revenue$998,515,531PYProgramServiceRevenueAmt
CY Program Service Revenue$1,048,355,347CYProgramServiceRevenueAmt
PY Investment Income$922,101,385PYInvestmentIncomeAmt
CY Investment Income$647,962,709CYInvestmentIncomeAmt
PY Other Revenue$17,278,886PYOtherRevenueAmt
CY Other Revenue$19,280,420CYOtherRevenueAmt
PY Total Revenue$2,542,318,947PYTotalRevenueAmt
CY Total Revenue$2,147,367,576CYTotalRevenueAmt
PY Grants And Similar Paid$387,339,207PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$369,664,263CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$760,422,799PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$795,765,676CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$53,412,950CYTotalFundraisingExpenseAmt
PY Other Expenses$531,273,968PYOtherExpensesAmt
CY Other Expenses$543,035,065CYOtherExpensesAmt
PY Total Expenses$1,679,035,974PYTotalExpensesAmt
CY Total Expenses$1,708,465,004CYTotalExpensesAmt
PY Revenues Less Expenses$863,282,973PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$438,902,572CYRevenuesLessExpensesAmt
Total Assets BOY$16,574,755,629TotalAssetsBOYAmt
Total Assets EOY$17,343,365,261TotalAssetsEOYAmt
Total Liabilities BOY$3,454,395,008TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,625,347,454TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,120,360,621NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,718,017,807NetAssetsOrFundBalancesEOYAmt
MissionSee Schedule O. See explanation for Form 990, Part I, Line 1- Organization's Mission above.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,128,899,490ExpenseAmt
Grant$362,515,714GrantAmt
Revenue$738,333,536RevenueAmt
DescAcademic 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

FieldValueIRS element (for citing)
Expense$283,549,775ExpenseAmt
Grant$7,148,549GrantAmt
Revenue$316,364,369RevenueAmt
DescAuxiliary enterprises - Provided services to the University community, its guests and other patrons including food services, student and visitor lodging, laundry services, event management services, and multiple recreational facilities. The University intercollegiate athletics program enabled student-athletes to compete in twenty-six sports programs at the NCAA Division I level.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,412,449,265TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document18433IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee19078EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryEIForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryMPForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryFRForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed11Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members48GoverningBodyVotingMembersCnt
Independent Voting Member45IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Rev John I Jenkins CSC PhD
President & Trustee40.01.0Yes (X)Yes (X)$1,076,402$0$49,251
Rev Jose E Ahumada F CSC
Trustee2.00Yes (X)$0$0$0
Carlos J Betancourt
Trustee2.00Yes (X)$0$0$0
John J Brennan
Trustee2.00Yes (X)$0$0$0
Stephen J Brogan
Trustee2.00Yes (X)$0$0$0
Thomas J Crotty
Trustee2.00Yes (X)$0$0$0
Karen McCartan DeSantis
Trustee2.00Yes (X)$0$0$0
James F Flaherty III
Trustee2.00Yes (X)$0$0$0
Stephanie A Gallo
Trustee2.00Yes (X)$0$0$0
William M Goodyear
Trustee2.00Yes (X)$0$0$0
Nancy M Haegel
Trustee2.00Yes (X)$0$0$0
Carol Hank Hoffmann
Trustee2.00Yes (X)$0$0$0
John W Jordan II
Trustee2.00Yes (X)$0$0$0
Hon Diana Lewis
Trustee2.00Yes (X)$0$0$0
Thomas G Maheras
Trustee2.00Yes (X)$0$0$0
Andrew J McKenna Jr
Trustee2.00Yes (X)$0$0$0
Fergal Naughton
Trustee2.00Yes (X)$0$0$0
Richard C Notebaert
Trustee2.00Yes (X)$0$0$0
Richard A Nussbaum II
Trustee2.00Yes (X)$0$0$0
Cindy K Parseghian
Trustee2.00Yes (X)$0$0$0
J Christopher Reyes
Trustee2.00Yes (X)$0$0$0
Martin W Rodgers
Trustee2.00Yes (X)$0$0$0
James E Rohr
Trustee2.00Yes (X)$0$0$0
Shayla Keough Rumely
Trustee2.00Yes (X)$0$0$0
Rev Timothy R Scully CSC
Professor & Trustee40.00Yes (X)$210,145$0$16,561
Phyllis W Stone
Trustee2.00Yes (X)$0$0$0
Timothy F Sutherland
Trustee2.00Yes (X)$0$0$0
Anne E Thompson
Trustee2.00Yes (X)$0$0$0
Sara Martinez Tucker
Trustee2.00Yes (X)$0$0$0
Roderick K West
Trustee2.00Yes (X)$0$0$0
Hon Ann Claire Williams
Trustee2.00Yes (X)$0$0$0
Clare Stack Richer
Trustee2.00Yes (X)$0$0$0
Byron O Spruell
Trustee2.00Yes (X)$0$0$0
Rev Austin Collins CSC
Professor & Trustee40.00Yes (X)$171,767$0$16,561
Celeste Volz Ford
Trustee2.00Yes (X)$0$0$0
Kenneth C Ricci
Trustee2.00Yes (X)$0$0$0
Rev John Ryan CSC
Trustee2.00Yes (X)$0$0$0
Rev Paul V Kollman CSC
Professor and Trustee40.00Yes (X)$130,516$0$67,077
Rev William M Lies CSC
VP Mission Engmt & Trustee40.00Yes (X)$168,667$0$9,243
Elizabeth Tucker Cochrane
Trustee2.00Yes (X)$0$0$0
Danielle Walker Merfeld
Trustee2.00Yes (X)$0$0$0
Olaf Rodriguez
Trustee2.00Yes (X)$0$0$0
Christopher S Simms
Trustee2.00Yes (X)$0$0$0
John B Veihmeyer
Trustee2.00Yes (X)$0$0$0
James J Dunne III
Trustee2.00Yes (X)$0$0$0
Brian Davis
Trustee2.00Yes (X)$0$0$0
Dorene Dominguez
Trustee2.00Yes (X)$0$0$0
Rev Daniel Groody CSC
Associate Provost & Trustee40.00Yes (X)$130,516$0$70,368
James Parsons
Trustee2.00Yes (X)$0$0$0
John F Affleck-Graves PhD
Executive VP40.02.0Yes (X)$777,836$0$187,316
Thomas G Burish PhD
Provost40.00Yes (X)$562,374$0$379,547
Marianne Corr JD
VP & General Counsel40.02.0Yes (X)$646,016$0$36,798
Scott C Malpass MBA
VP & Chief Investment Officer40.00Yes (X)$4,844,977$0$35,958
John B Swarbrick Jr
Athletic Director40.00$2,321,834$0$263,291Yes (X)
Michael P Brey
Head Coach, Basketball40.00$1,635,754$0$45,227Yes (X)
Michael D Donovan MBA JD
Managing Director, Invest.40.00$2,236,825$0$36,293Yes (X)
Brian Kelly
Head Coach, Football40.00$1,774,679$0$89,214Yes (X)
Muffet McGraw
Head Coach, Basketball40.00$2,026,731$0$45,091Yes (X)
Richard Buhrman
Investment Director40.00$1,161,557$0$399,466Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$19,876,596TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,747,262TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1343IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Barton Malow Company
26500 American DriveSouthfieldMI48034Construction$39,548,976
Boldt Company
N21 W23340 RidgeviewWaukeshaWI531881021Construction$36,511,103Parkway
Walsh Construction Company of Illinois
929 West Adams StreetChicagoIL60607Construction$20,529,744
Walbridge Aldinger LLC
Suite 230KalamazooMI490020493Construction$12,295,992950 Trade Centre Way
Premise Health Employer Solutions LLC
Post Office Box 402142AtlantaGA30384Medical$11,704,310
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K305CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$566,069FundraisingAmt
Government Grants$92,512,059GovernmentGrantsAmt
All Other Contributions$338,690,972AllOtherContributionsAmt
Noncash Contributions$92,553,265NoncashContributionsAmt
Total Contributions$431,769,100TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Student tuition and fees611310$659,149,666$659,149,666
Auxiliary enterprises611710$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 programs900099$28,267,860$28,267,860
Student services611710$5,354,989$5,354,989

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,902,506TotalRevenueColumnAmt
Related Or Exempt Func Income$11,902,506RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,048,355,347TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$117,469,503TotalRevenueColumnAmt
Unrelated Business Revenue-$16,398,378UnrelatedBusinessRevenueAmt
Exclusion$133,867,881ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,349,213TotalRevenueColumnAmt
Exclusion$8,349,213ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$13,812,707RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$10,975,361RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,837,346RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,837,346TotalRevenueColumnAmt
Exclusion$2,837,346ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,187,331,173SecuritiesAmt
Other$233,261OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,656,862,215SecuritiesAmt
Other$209,013OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$530,468,958SecuritiesAmt
Other$24,248OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$530,493,206TotalRevenueColumnAmt
Exclusion$530,493,206ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$769,883FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$566,069ContriRptFundraisingEventAmt
Fundraising Direct Expenses$1,276,143FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$506,260TotalRevenueColumnAmt
Exclusion-$506,260ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$38,030GamingGrossIncomeAmt
Gaming Direct Expenses$32,668GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,362TotalRevenueColumnAmt
Exclusion$5,362ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Alumni Association900099$2,757,993$2,247,665$510,328
Marketing Communications519190$1,927,857$1,927,857
Parking812930$461,978$392,618$69,360

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,446,931TotalRevenueColumnAmt
Related Or Exempt Func Income$1,774,418RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,672,513UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$8,594,759OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,147,367,576TotalRevenueColumnAmt
Related Or Exempt Func Income$1,026,171,335RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$14,380,393UnrelatedBusinessRevenueAmt
Exclusion$675,046,748ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$29,559,501TotalAmt
Program Services$29,559,501ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$332,532,922TotalAmt
Program Services$332,532,922ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$7,571,840TotalAmt
Program Services$7,571,840ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$8,435,456TotalAmt
Program Services$1,983,928ProgramServicesAmt
Management And General$5,969,557ManagementAndGeneralAmt
Fundraising$481,971FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$598,917,955TotalAmt
Program Services$488,791,023ProgramServicesAmt
Management And General$85,388,376ManagementAndGeneralAmt
Fundraising$24,738,556FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$44,682,481TotalAmt
Program Services$35,732,006ProgramServicesAmt
Management And General$6,735,970ManagementAndGeneralAmt
Fundraising$2,214,505FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$109,805,064TotalAmt
Program Services$72,517,103ProgramServicesAmt
Management And General$33,341,205ManagementAndGeneralAmt
Fundraising$3,946,756FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$33,924,720TotalAmt
Program Services$27,515,988ProgramServicesAmt
Management And General$4,609,857ManagementAndGeneralAmt
Fundraising$1,798,875FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,660,272TotalAmt
Program Services$189,257ProgramServicesAmt
Management And General$2,462,710ManagementAndGeneralAmt
Fundraising$8,305FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,599,433TotalAmt
Program Services$101,433ProgramServicesAmt
Management And General$1,498,000ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$359,385TotalAmt
Management And General$359,385ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$17,281,160TotalAmt
Management And General$17,281,160ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$40,358,562TotalAmt
Program Services$32,152,554ProgramServicesAmt
Management And General$7,135,313ManagementAndGeneralAmt
Fundraising$1,070,695FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,274,093TotalAmt
Program Services$6,029,362ProgramServicesAmt
Management And General$234,492ManagementAndGeneralAmt
Fundraising$10,239FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$67,206,282TotalAmt
Program Services$55,937,625ProgramServicesAmt
Management And General$8,783,763ManagementAndGeneralAmt
Fundraising$2,484,894FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$22,598,679TotalAmt
Program Services$12,233,264ProgramServicesAmt
Management And General$9,639,646ManagementAndGeneralAmt
Fundraising$725,769FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,388,985TotalAmt
Program Services$667,309ProgramServicesAmt
Management And General$716,156ManagementAndGeneralAmt
Fundraising$5,520FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$85,939,737TotalAmt
Program Services$76,288,383ProgramServicesAmt
Management And General$8,381,561ManagementAndGeneralAmt
Fundraising$1,269,793FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$54,914,257TotalAmt
Program Services$46,940,209ProgramServicesAmt
Management And General$4,296,184ManagementAndGeneralAmt
Fundraising$3,677,864FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,727,854TotalAmt
Program Services$7,230,650ProgramServicesAmt
Management And General$2,184,291ManagementAndGeneralAmt
Fundraising$312,913FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$44,158,956TotalAmt
Program Services$35,228,188ProgramServicesAmt
Management And General$7,008,337ManagementAndGeneralAmt
Fundraising$1,922,431FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$95,064,991TotalAmt
Program Services$88,444,202ProgramServicesAmt
Management And General$6,415,172ManagementAndGeneralAmt
Fundraising$205,617FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,630,588TotalAmt
Program Services$1,350,588ProgramServicesAmt
Management And General$280,000ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$10,902,540TotalAmt
Program Services$7,441,170ProgramServicesAmt
Management And General$2,666,083ManagementAndGeneralAmt
Fundraising$795,287FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,708,465,004TotalAmt
Program Services$1,412,449,265ProgramServicesAmt
Management And General$242,602,789ManagementAndGeneralAmt
Fundraising$53,412,950FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$75,657,771BOYAmt
EOY$147,633,812EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$578,440,842BOYAmt
EOY$541,065,008EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$60,251,501BOYAmt
EOY$69,899,158EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$25,364,728BOYAmt
EOY$23,795,850EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$6,484,573BOYAmt
EOY$5,380,559EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$28,712,156BOYAmt
EOY$26,546,462EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,463,362,442LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$945,561,266LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,400,339,236BOYAmt
EOY$2,517,801,176EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,691,729,572BOYAmt
EOY$2,517,482,069EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,695,617,242BOYAmt
EOY$11,481,604,716EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,703,295BOYAmt
EOY$5,701,738EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,574,755,629BOYAmt
EOY$17,343,365,261EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$182,058,229BOYAmt
EOY$178,526,885EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$44,050,000BOYAmt
EOY$41,400,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$121,763,411BOYAmt
EOY$147,589,584EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$44,551,449BOYAmt
EOY$43,687,486EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,060,000,000BOYAmt
EOY$1,060,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,994,081,919BOYAmt
EOY$2,146,253,499EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,454,395,008BOYAmt
EOY$3,625,347,454EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,844,128,807BOYAmt
EOY$6,094,168,761EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,775,374,700BOYAmt
EOY$4,972,193,782EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,500,857,114BOYAmt
EOY$2,651,655,264EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,120,360,621BOYAmt
EOY$13,718,017,807EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,574,755,629BOYAmt
EOY$17,343,365,261EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$438,902,572ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$199,168,026NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$40,413,412OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$559,195,459CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$571,970,426CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$472,008,270CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$604,423,145CurrentTaxYearMinus1YearAmt
Current Tax Year$431,769,100CurrentTaxYearAmt
Total$2,639,366,400TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$559,195,459CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$571,970,426CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$472,008,270CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$604,423,145CurrentTaxYearMinus1YearAmt
Current Tax Year$431,769,100CurrentTaxYearAmt
Total$2,639,366,400TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$2,639,366,400PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$158,770,511CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$131,216,819CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$146,567,877CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$123,612,928CurrentTaxYearMinus1YearAmt
Current Tax Year$139,631,423CurrentTaxYearAmt
Total$699,799,558TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,785,572CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,584,469CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,602,939CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,563,083CurrentTaxYearMinus1YearAmt
Current Tax Year$4,254,844CurrentTaxYearAmt
Total$27,790,907TotalAmt
FieldValueIRS element (for citing)
Total Support$3,366,956,865TotalSupportAmt
Gross Receipts Rltd Activities$4,656,433,556GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7839PublicSupportCY170Pct
Public Support PY1700.7797PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - MISC FEES & COMMISSIONS, COLUMN A - 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$376,850FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$376,850FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,712,182,582FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,712,559,432FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

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

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$358,461CurrentYearMinus3Amt
Current Year Minus2$346,592CurrentYearMinus2Amt
Current Year Minus1$406,296CurrentYearMinus1Amt
Current Year$376,850CurrentYearAmt
Total$1,488,199TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

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

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-A, Line 2 501(H) ElectionFormAndLineReferenceDesc
ExplanationThe University of Notre Dame filed Form 5768 (election under section 501(h)) for the fiscal year ending June 30, 2013 and all subsequent tax years and this election was not revoked at any time subsequently.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held84DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$9,805,998DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$6,236,400DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$66,238,863DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,748,265,671BeginningYearBalanceAmt
Contributions$252,183,661ContributionsAmt
Investment Earnings Or Losses$1,064,158,115InvestmentEarningsOrLossesAmt
Grants Or Scholarships$116,509,007GrantsOrScholarshipsAmt
Other Expenditures$263,162,179OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$9,684,936,261EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,784,380,859BeginningYearBalanceAmt
Contributions$337,865,213ContributionsAmt
Investment Earnings Or Losses-$39,870,136InvestmentEarningsOrLossesAmt
Grants Or Scholarships$108,274,792GrantsOrScholarshipsAmt
Other Expenditures$225,835,473OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$8,748,265,671EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,189,096,422BeginningYearBalanceAmt
Contributions$244,796,294ContributionsAmt
Investment Earnings Or Losses$659,396,671InvestmentEarningsOrLossesAmt
Grants Or Scholarships$100,189,669GrantsOrScholarshipsAmt
Other Expenditures$208,718,859OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$8,784,380,859EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.396BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.226PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.378TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$9,300,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$46,732,100OtherCostOrOtherBasisAmt
Book Value$56,032,100BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$66,096,296InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,638,804,048OtherCostOrOtherBasisAmt
Depreciation$651,535,713DepreciationAmt
Book Value$2,053,364,631BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,299,225OtherCostOrOtherBasisAmt
Depreciation$7,347,446DepreciationAmt
Book Value$26,951,779BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$374,799InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$375,016,567OtherCostOrOtherBasisAmt
Depreciation$206,460,794DepreciationAmt
Book Value$168,930,572BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$64,455InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$292,674,952OtherCostOrOtherBasisAmt
Depreciation$80,217,313DepreciationAmt
Book Value$212,522,094BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,517,801,176TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value-$178,945BookValueAmt
Method ValuationFMethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$8,855,332BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Short-term investments$117,689,607F
Public equities - U.S.$567,514,665F
Public equities - Non-U.S.$1,967,232,519F
Public equities - Long/short strategies$859,573,230F
Private equity$5,006,321,923F
Opportunistic$1,417,350,100F
Core diversifiers$747,764,392F
Fixed income$671,492,204F
Defined benefit pension plan assets$117,989,689F
FieldValueIRS element (for citing)
Total Book Value Securities$11,481,604,716TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$2,146,253,499TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,942,994,826TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$199,168,026NetUnrealizedGainsInvstAmt
Other Revenue-$363,534,197OtherRevenueAmt
Revenue Not Reported-$164,366,171RevenueNotReportedAmt
Revenue Subtotal$2,107,360,997RevenueSubtotalAmt
Investment Expenses Not Incld$41,315,390InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$1,308,811OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$40,006,579RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,147,367,576TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,345,337,640TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$1,308,811OtherExpensesIncludedAmt
Expenses Not Reported$1,308,811ExpensesNotReportedAmt
Expenses Subtotal$1,344,028,829ExpensesSubtotalAmt
Investment Expenses Not Incld2$41,315,390InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$323,120,785OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$364,436,175ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,708,465,004TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part X Asset RetirementThe 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 footnoteThe University does not capitalize the cost of library books, nor the cost or fair value of its art collection. The latter is held for exhibition and educational purposes only and not for financial gain.
Schedule D, Part III, Line 4 Collections of art - description of collectionsThe Snite Museum of Art maintains a collection of over 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 fundsEndowment distributions are used to fund a variety of operational needs, including scholarships & fellowships, faculty chairs, academic, religious and student programs, libraries, capital projects and renewals, athletics, other endowment programs, and general operations.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Tuition scholarships and fellowships - -XXX-XX-XXXX Room & board scholarships - -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 statementsDirect 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 990Direct 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 statementsTuition scholarships and fellowships - XXX-XX-XXXX Room & board scholarships - 5326011

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe University 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 GOVERNMENTThe University receives financial assistance from various governmental agencies within the Federal Government and local jurisdictions. The governmental grants and contracts support certain research projects and student financial aid.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (80 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanInvestments$4,241,032,233
East Asia and the PacificInvestments$164,367,342
Europe (Including Iceland and Greenland)Investments$1,169,429,324
Middle East and North AfricaInvestments$3,857,302
North America (Canada & Mexico only)Investments$191,326,034
Russia and Neighboring StatesInvestments$25,796,881
South AmericaInvestments$7,019,104
South AsiaInvestments$305,481,415
Sub-Saharan AfricaInvestments$351,321,254
East Asia and the PacificProgram Services$1,957,58314International Study Program
Europe (Including Iceland and Greenland)Program Services$24,929,8484101International Study Program
Middle East and North AfricaProgram Services$718,85217International Study Program
North America (Canada & Mexico only)Program Services$461,9172International Study Program
Russia and Neighboring StatesProgram Services$40,438International Study Program
South AmericaProgram Services$822,33825International Study Program
South AsiaProgram Services$98,3971International Study Program
Sub-Saharan AfricaProgram Services$230,956International 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 CaribbeanFundraising$14,324
East Asia and the PacificFundraising$24,311
Europe (Including Iceland and Greenland)Fundraising$102,900
North America (Canada & Mexico only)Fundraising$138,027
South AmericaFundraising$36,905
Central America and the CaribbeanProgram Services$17,861Auxillary Enterprises
Central America and the CaribbeanProgram Services$183,253Instruction
Central America and the CaribbeanProgram Services$2,237Management & General
Central America and the CaribbeanProgram Services$78,197120Other
Central America and the CaribbeanProgram Services$203,81311Research
Central America and the CaribbeanGrantmaking$2,017,773
East Asia and the PacificProgram Services$7,768Auxillary Enterprises
East Asia and the PacificProgram Services$727,616Instruction
East Asia and the PacificProgram Services$87,268Management & General
East Asia and the PacificProgram Services$185,150Other
East Asia and the PacificProgram Services$206,008Research
East Asia and the PacificGrantmaking$393,264
Europe (Including Iceland and Greenland)Program Services$148,887Auxillary Enterprises
Europe (Including Iceland and Greenland)Program Services$3,587,89310Instruction
Europe (Including Iceland and Greenland)Program Services$406,338Management & General
Europe (Including Iceland and Greenland)Program Services$1,293,4454Other
Europe (Including Iceland and Greenland)Program Services$1,149,81011Research
Europe (Including Iceland and Greenland)Grantmaking$1,474,731
Middle East and North AfricaProgram Services$6,227Auxillary Enterprises
Middle East and North AfricaProgram Services$191,379Instruction
Middle East and North AfricaProgram Services$57,697Management & General
Middle East and North AfricaProgram Services$191,7363Other
Middle East and North AfricaProgram Services$89,590Research
Middle East and North AfricaGrantmaking$1,073,117
North America (Canada & Mexico only)Program Services$82,262Auxillary Enterprises
North America (Canada & Mexico only)Program Services$495,493Instruction
North America (Canada & Mexico only)Program Services$52,089Management & General
North America (Canada & Mexico only)Program Services$156,7233Other
North America (Canada & Mexico only)Program Services$160,428Research
North America (Canada & Mexico only)Grantmaking$39,597
Russia and Neighboring StatesProgram Services$2,020Auxillary Enterprises
Russia and Neighboring StatesProgram Services$99,435Instruction
Russia and Neighboring StatesProgram Services$46,413Management & General
Russia and Neighboring StatesProgram Services$17,388Other
Russia and Neighboring StatesProgram Services$17,285Research
South AmericaProgram Services$31,811Auxillary Enterprises
South AmericaProgram Services$519,833Instruction
South AmericaProgram Services$57,990Management & General
South AmericaProgram Services$226,8552Other
South AmericaProgram Services$116,3157Research
South AmericaGrantmaking$434,184
South AsiaProgram Services$197,3333Instruction
South AsiaProgram Services$37,869Management & General
South AsiaProgram Services$80,0033Other
South AsiaProgram Services$103,965Research
South AsiaGrantmaking$192,931
Sub-Saharan AfricaProgram Services$18,398Auxillary Enterprises
Sub-Saharan AfricaProgram Services$413,0591Instruction
Sub-Saharan AfricaProgram Services$48,909Management & General
Sub-Saharan AfricaProgram Services$118,5531Other
Sub-Saharan AfricaProgram Services$495,094114Research
Sub-Saharan AfricaGrantmaking$297,999
FieldValueIRS element (for citing)
Subtotal Offices8SubtotalOfficesCnt
Subtotal Employees120SubtotalEmployeesCnt
Continuation Total Office2ContinuationTotalOfficeCnt
Continuation Total Employee93ContinuationTotalEmployeeCnt
Total Office10TotalOfficeCnt
Total Employee213TotalEmployeeCnt
Subtotal Spent$6,488,660,262SubtotalSpentAmt
Continuation Spent$20,462,812ContinuationSpentAmt
Total Spent$6,509,123,074TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (29 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Europe (Including Iceland and Greenland)see Part V$100,000Check/Wire
Europe (Including Iceland and Greenland)see Part V$10,000Check/Wire
Central America and the Caribbeansee Part V$1,791,057Check/Wire
Europe (Including Iceland and Greenland)see Part V$20,000Check/Wire
Europe (Including Iceland and Greenland)see Part V$79,383Check/Wire
East Asia and the Pacificsee Part V$319,604Check/Wire
Europe (Including Iceland and Greenland)see Part V$600,433Check/Wire
Central America and the Caribbeansee Part V$140,499Check/Wire
Europe (Including Iceland and Greenland)see Part V$328,800Check/Wire
South Asiasee Part V$51,250Check/Wire
Sub-Saharan Africasee Part V$86,980Check/Wire
South Asiasee Part V$9,020Check/Wire
Europe (Including Iceland and Greenland)see Part V$6,022Check/Wire
South Asiasee Part V$54,284Check/Wire
Europe (Including Iceland and Greenland)see Part V$5,047Check/Wire
Europe (Including Iceland and Greenland)see Part V$23,612Check/Wire
Europe (Including Iceland and Greenland)see Part V$94,400Check/Wire
East Asia and the Pacificsee Part V$73,660Check/Wire
Europe (Including Iceland and Greenland)see Part V$86,666Check/Wire
South Asiasee Part V$78,377Check/Wire
Central America and the Caribbeansee Part V$86,218Check/Wire
Europe (Including Iceland and Greenland)see Part V$9,250Check/Wire
South Americasee Part V$392,082Check/Wire
Europe (Including Iceland and Greenland)see Part V$20,000Check/Wire
Middle East and North Africasee Part V$1,073,117Check/Wire
South Americasee Part V$42,102Check/Wire
Europe (Including Iceland and Greenland)see Part V$91,119Check/Wire
North America (Canada & Mexico only)see Part V$39,597Check/Wire
Sub-Saharan Africasee Part V$211,019Check/Wire
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org27TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (14 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Housing and Other AssistanceEast Asia and the Pacific44$83,706Check/Wire/Direct Deposit
Housing and Other AssistanceEurope (Including Iceland and Greenland)633$1,169,891Check/Wire/Direct Deposit
Housing and Other AssistanceMiddle East and North Africa14$11,960Check/Wire/Direct Deposit
Housing and Other AssistanceNorth America (Canada & Mexico only)39$35,190Check/Wire/Direct Deposit
Housing and Other AssistanceRussia and Neighboring States3$4,180Check/Wire/Direct Deposit
Housing and Other AssistanceSouth America56$30,700Check/Wire/Direct Deposit
Housing and Other AssistanceSub-Saharan Africa4$5,300Check/Wire/Direct Deposit
Prizes and AwardsEast Asia and the Pacific1$1,724Check/Wire/Direct Deposit
Prizes and AwardsEurope (Including Iceland and Greenland)3$250,500Check/Wire/Direct Deposit
Prizes and AwardsSouth Asia1$5,000Check/Wire/Direct Deposit
Research/TravelCentral America and the Caribbean3$2,201Check/Wire/Direct Deposit
Research/TravelEast Asia and the Pacific5$5,770Check/Wire/Direct Deposit
Research/TravelEurope (Including Iceland and Greenland)28$35,236Check/Wire/Direct Deposit
Research/TravelRussia and Neighboring States4$4,170Check/Wire/Direct Deposit
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTPS://CONTROLLER.ND.EDU/assets/91679/SUBRECIPIENT_MONITORING.PDF. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY.
Schedule F, Part II, Line 1(d) Purpose of GrantPayments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTPS://CONTROLLER.ND.EDU/assets/91679/SUBRECIPIENT_MONITORING.PDF. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Parseghian ClassicEvent1Nm
Gross Receipts Event1$670,459GrossReceiptsEvent1Amt
Charitable Contri Event1$298,190CharitableContriEvent1Amt
Gross Revenue Event1$372,269GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$17,463NonCashPrizesEvent1Amt
Rent Facility Costs Event1$431,136RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,578FoodAndBeverageEvent1Amt
Entertainment Event1$3,335EntertainmentEvent1Amt
Other Direct Expenses Event1$19,943OtherDirectExpensesEvent1Amt
Event22019 Cotton Bowl EventEvent2Nm
Gross Receipts Event2$307,900GrossReceiptsEvent2Amt
Charitable Contri Event2$50,300CharitableContriEvent2Amt
Gross Revenue Event2$257,600GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$20,279RentFacilityCostsEvent2Amt
Food And Beverage Event2$377,241FoodAndBeverageEvent2Amt
Entertainment Event2$36,847EntertainmentEvent2Amt
Other Direct Expenses Event2$152,431OtherDirectExpensesEvent2Amt
Other Events Total5OtherEventsTotalCnt
Gross Receipts Other Events$357,593GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$217,579CharitableContriOtherEventsAmt
Gross Revenue Other Events$140,014GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$3,270NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$5,513RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$52,121FoodAndBeverageOtherEventsAmt
Entertainment Other Events$50,470EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$103,516OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,335,952GrossReceiptsTotalAmt
Charitable Contributions Tot$566,069CharitableContributionsTotAmt
Gross Revenue Total Events$769,883GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$20,733NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$456,928RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$431,940FoodAndBeverageTotalEventsAmt
Entertainment Total Events$90,652EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$275,890OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,276,143DirectExpenseSummaryEventsAmt
Net Income Summary-$506,260NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Bingo$2,409GrossRevenueBingoAmt
Cash Prizes Bingo$925CashPrizesBingoAmt
Non Cash Prizes Bingo$200NonCashPrizesBingoAmt
Rent Facility Costs Bingo$0RentFacilityCostsBingoAmt
Other Direct Expenses Bingo$50OtherDirectExpensesBingoAmt
Volunteer Labor BingofalseVolunteerLaborBingoInd
Gross Revenue Pull Tabs$0GrossRevenuePullTabsAmt
Cash Prizes Pull Tabs$0CashPrizesPullTabsAmt
Non Cash Prizes Pull Tabs$0NonCashPrizesPullTabsAmt
Rent Facility Costs Pull Tabs$0RentFacilityCostsPullTabsAmt
Other Direct Expenses Pull Tabs$0OtherDirectExpensesPullTabsAmt
Gross Revenue Other Gaming$35,621GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$0CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming$3,911NonCashPrizesOtherGamingAmt
Rent Fclty Costs Other Gaming$3,296RentFcltyCostsOtherGamingAmt
Oth Direct Expnss Other Gaming$24,286OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$38,030GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$925CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming$4,111NonCashPrizesTotalGamingAmt
Rent Fclty Costs Total Gaming$3,296RentFcltyCostsTotalGamingAmt
Oth Direct Expnss Total Gaming$24,336OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$32,668DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$5,362NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedINStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Gaming Own Facility1.0GamingOwnFacilityPct
Gaming Other Facility0.0GamingOtherFacilityPct
Individual With BooksANDREW PALUFIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1Controllers Office 724 GRACE HALLAddressLine1Txt
CityNOTRE DAMECityNm
State AbbreviationINStateAbbreviationCd
ZIP46556ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Gaming Manager Compensation$0GamingManagerCompensationAmt
Charitable Distribution RqrfalseCharitableDistributionRqrInd
Distributed$0DistributedAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (247 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Alaska Ocean Observing System
301 Railway AveSewardAK99664920132479501(c)(3)$18,343see Part IV
All Faiths Food Bank Inc
8171 Blaikie CtSarasotaFL34240650115814501(c)(3)$40,000see Part IV
American Academy of Arts and Scienc
136 Irving StreetCambridgeMA02138042103651501(c)(3)$15,000see Part IV
American Cancer Society
250 Williams Street NWAtlantaGA30303131788491501(c)(3)$12,450see Part IV
American Red Cross
431 18th Street NWWashington DCDC20006530196605501(c)(3)$100,000see Part IV
Archdiocese of San Francisco
1 Peter Yorke WaySan FranciscoCA94109510219028501(c)(3)$9,575see Part IV
ARNOVA
441 W Michigan StreetIndianapolisIN46202237378021501(c)(3)$7,000see Part IV
Asian Indian Classical Music Society
51491 Norwich DrGrangerIN46530351883192$5,500see Part IV
Assumptn of the Blessed Virgin Mary
4101 Old Bethleham PkBethlehamPA18015231536963501(c)(3)$30,000see Part IV
Astoria Park Conservancy
665 W Johnny Counts RdJacksonWY83001825250433501(c)(3)$7,500see Part IV
Ball State University
2000 West University AveMuncieIN47306356000221State of Indiana$14,904see Part IV
Barnard College
3009 BroadwayNew YorkNY10027131628149501(c)(3)$18,978see Part IV
Basis Policy Research LLC
104R NC Highway 54 Suite 304CarrboroNC275105569270475968$43,083see Part IV
Battelle
505 King AveColumbusOH43201314379427501(c)(3)$24,604see Part IV
Beacon Health Foundation
615 N Michigan StreetSouth BendIN46601351536129501(c)(3)$15,000see Part IV
Bloomsburg University Foundation
50 E Main StreetBloomsburgPA17815237088491501(c)(3)$10,000see Part IV
Boston University
25 Buick StreetBostonMA02215042103547501(c)(3)$58,887see Part IV
Boys & Girls Club-St Joseph County
502 E Sample StreetSouth BendIN46601351329625501(c)(3)$15,500see Part IV
Brothers of Holy Cross
PO Box 460Notre DameIN46556350868938501(c)(3)$25,100see Part IV
BuildOn
PO Box 16741StamfordCT06905223128648501(c)(3)$200,000see Part IV
California Institute of Technology
1200 East California BoulevardPasadenaCA911250001951643307501(c)(3)$62,974see Part IV
California Polytechnic Ponoma Foundation Inc
3801 West Temple AvenuePomonaCA917682557952417645501(c)(3)$13,014see Part IV
Calvin College
3201 Burton Street SoutheastGrand RapidsMI495464388383071514501(c)(3)$7,114see Part IV
Cardinal Glennon Foundation
3800 Park AvenueSaint LouisMO63110431754347501(c)(3)$7,500see Part IV
Case Western Reserve Univ
10900 Euclid Avenue Suite 615ClevelandOH441067037341018992501(c)(3)$8,242see Part IV
CASIE Center
533 N Niles AveSouth BendIN46617351899479501(c)(3)$10,000see Part IV
Catholic Charities Fort Worth
Post Office Box 15610Fort WorthTX761190610750808769501(c)(3)$60,103see Part IV
Catholic Charities of Archdiocese
987 Airway CourtSanta RosaCA95403942479393501(c)(3)$150,000see Part IV
Catholic Extension
150 South Wacker Drive Suite 2000ChicagoIL60606366000520501(c)(3)$20,000see Part IV
Catholic Family Center
87 North Clinton AvenueRochesterNY146041458160743945501(c)(3)$13,155see Part IV
Catholic Investment Services Inc
200 State Street 14th FloorBostonMA02109464354011501(c)(3)$33,333see Part IV
Catholic Student Center at Washingt
6352 Forsyth BlvdSt LouisMO63105430653244501(c)(3)$7,700see Part IV
Celtic Charms Inc
671 Fort Plains RoadHowellNJ07731272039852501(c)(3)$60,000see Part IV
Center for Disease Control
1600 CLIFTON RD NE MAILSTOP D-42AtlantaGA30329586051157Federal$130,700see Part IV
Center for Infectious Disease Research
307 Westlake Avenue NorthSeattleWA981095240910961784501(c)(3)$276,987see Part IV
Center for the Homeless
813 S Michigan StreetSouth BendIN46601351768544501(c)(3)$101,700see Part IV
Chicago Council on Global Affairs
Prudential Plaza 180 N StetsonChicagoIL60601362181969501(c)(3)$65,000see Part IV
City of Rochester
30 Church StreetRochesterNY146141290166002551City-Rochester$7,574see Part IV
Clemson University
Suite 200 230 Kappa StreetClemsonSC296340001576000254State of SC$12,000see Part IV
Cold Spring Harbor Laboratory
1 Bungtown RoadCold Spring HarborNY117242202112013303$20,000see Part IV
Colgate University
13 Oak DriveHamiltonNY133461386150532078501(c)(3)$9,600see Part IV
College of St Benedict
37 College Avenue SouthSaint JosephMN563742099410969244501(c)(3)$16,392see Part IV
College of William and Mary
Post Office Box 8795WilliamsburgVA231878795546001718State of Virginia$93,896see Part IV
Colorado School of Mines
1500 Illinois StGoldenCO80401846000551501(c)(3)$36,946see Part IV
Columbia University
615 West 131st StreetNew YorkNY100277922135598093501(c)(3)$149,324see Part IV
Conexus Indiana
111 Monument Circle Suite 1800IndianapolisIN46204352065459501(c)(6)$10,000see Part IV
Congregation of Holy Cross
Post Office Box 460Notre DameIN46556320344245501(c)(3)$11,150see Part IV
Cornell University
Post Office Box 22IthacaNY148510022150532082501(c)(3)$754,459see Part IV
Cristo Rey Network
11 East Adams Street Suite 800ChicagoIL60603043730980501(c)(3)$10,000see Part IV
Cultivate Culinary School
701 N Niles AvenueSouth BendIN46617813306113501(c)(3)$11,350see Part IV
Cure Alzheimer's Fund
34 Washington Street Suite 200Wellesley HillsMA02481522396428501(c)(3)$250,000see Part IV
Cure SMA
925 Busse RoadElk Grove VillageIL60007363320440501(c)(3)$15,000see Part IV
Dartmouth College
11 Rope Ferry RoadHanoverNH037551404020222111501(c)(3)$419,145see Part IV
Dawn Brancheau Foundation Inc
9030 Via Bella NotteOrlandoFL32836273700500501(c)(3)$10,000see Part IV
De La Salle Blackfeet School
Post Office Box 1489BrowningMT594171489810304712501(c)(3)$33,650see Part IV
Declan Drumm Sullivan Memorial Fund
3539 Long Grove RoadLong GroveIL60047276886934501(c)(3)$70,000see Part IV
DePaul University
1 East Jackson BoulevardChicagoIL606042287362167048501(c)(3)$48,634see Part IV
Diocese of Fort Wayne-So Bend
915 S Clinton StreetFort WayneIN46802350876373501(c)(3)$35,000see Part IV
Diocese of Metuchen
146 Metlars LanePiscatawayNJ08854222385423501(c)(3)$20,000see Part IV
Downtown South Bend Inc
217 S Michigan StreetSouth BendIN46601351546291501(c)(6)$10,000see Part IV
Duke University
Post Office Box 602651CharlotteNC282602651560532129501(c)(3)$113,469see Part IV
Early Childhood Development Center
10 Child Care CenterNotre DameIN46556311188922501(c)(3)$200,000see Part IV
Ekso Bionics
1414 Harbour Way SouthRichmondCA948043628990367049$10,487see Part IV
Elevate Ventures Inc
50 E 91st Street Suite 213IndianapolisIN46240274118692501(c)(3)$75,000see Part IV
EveryLife Foundation for Rare Disea
1012 14th Street NW Suite 500WashingtonDC20005264614274501(c)(3)$10,000see Part IV
Eye to Eye
50 Broad Street Suite 1702New YorkNY10004510570498501(c)(3)$250,000see Part IV
Family Health International
359 Blackwell StreetDurhamNC277012477237413005501(c)(3)$25,806see Part IV
Fellowship of Catholic University
PO Box 18710GoldenCO80402841522811501(c)(3)$25,000see Part IV
Fischoff Natl Chamber Music Assoc
303 Brownson HallNotre DameIN46556351650154501(c)(3)$19,026see Part IV
Follow Your Dream Foundation
PO Box 91RossCA94957270682435501(c)(3)$50,000see Part IV
Food Bank of Northern Indiana
702 Chapin StreetSouth BendIN46601351898055501(c)(3)$10,700see Part IV
Food for the Poor Inc
6401 Lyons RoadCoconut CreekFL33073592174510501(c)(3)$102,615see Part IV
Foundation of St Joseph Health Sys
707 East Cedar Street Suite 17dSouth BendIN46617351654543501(c)(3)$11,000see Part IV
Four Rivers Community Broadcasting
PO Box 17HarleysvillePA19438232809815501(c)(3)$10,000see Part IV
Friends of Notre-Dame de Paris Inc
1717 Pennsylvania Avenue NWWashingtonDC20006814458934501(c)(3)$100,000see Part IV
General Electric Corporation (GE)
dba GE Aviation PO Box 641027PittsburghPA152641027140689340$221,958see Part IV
GeoPoll Mobile Accord Inc
Suite 125 3000 Lawrence StreetDenverCO802053422202939332$19,625see Part IV
Georgia Tech Research Corporation
Post Office Box 100117AtlantaGA303840117580603146State of Georgia$1,920,388see Part IV
Grassroot Soccer Inc
15 Lebanon StHanoverNH03755431957920501(c)(3)$1,000,000see Part IV
Greater Kansas City Community Fdn
1055 Broadway Blvd Suite 130Kansas CityMO64105431152398501(c)(3)$84,272see Part IV
Grinnell College
733 Broad StreetGrinnellIA501122227420680387501(c)(3)$54,910see Part IV
Habitat for Humanity
402 E South StSouth BendIN46601311196894501(c)(3)$6,298see Part IV
Hannah's House
410 South Spring StreetMishawakaIN46544351871289501(c)(3)$25,325see Part IV
Heisman Trophy Trust
111 Broadway Suite 103ANew YorkNY10006137052079501(c)(3)$8,500see Part IV
History of Science Society
440 Geddes Hall UNDNotre DameIN46556526050324501(c)(3)$27,137see Part IV
Holy Cross Missions
102 Moreau SeminaryNotre DameIN46556526044122501(c)(3)$302,850see Part IV
Holy Cross School
1020 Wilber StreetSouth BendIN46628350992113501(c)(3)$8,000see Part IV
Holy Trinity Catholic Church
1600 Corporate DriveLadera RanchCA92694202747543501(c)(3)$10,000see Part IV
Hope Ministries
PO Box 4488South BendIN46634351038532501(c)(3)$10,000see Part IV
Hospice Foundation
501 Comfort PlaceMishawakaIN46545300433147501(c)(3)$10,175see Part IV
Hugo House
1021 Columbus StreetSeattleWA98104911718383501(c)(3)$20,000see Part IV
Icahn School of Medicine at Mount S
One Gustave Levy Place PO Box 1049New YorkNY100296574136171197501(c)(3)$50,000see Part IV
Illinois Institute of Technology
7562 Solutions CenterChicagoIL606770001352170136501(c)(3)$197,531see Part IV
Imagination Library
111 Dollywood LanePigeon ForgeTN37863621348105501(c)(3)$20,000see Part IV
Indiana University
509 E 3rd StBloomingtonIN482780001356001673State of Indiana$245,596see Part IV
Indiana University Foundation
PO Box 500BloomingtonIN47402356018940501(c)(3)$160,150see Part IV
International Computer Science Institute (ICSI)
1947 Center Street Suite 600BerkeleyCA947041159943024996501(c)(3)$23,671see Part IV
International Research & Exchanges Board
Suite 600 1275 K Street NorthwestWashingtonDC200054064223087809501(c)(3)$15,052see Part IV
Iowa State University
221 Wanda Daley DriveAmesIA500110001426004224501(c)(3)$72,789see Part IV
Johns Hopkins University
3400 N Charles StChicagoIL606930001520595110501(c)(3)$738,117see Part IV
Joyful Heart Foundation
32 West 22nd Street 4th FloorNew YorkNY10010721519537501(c)(3)$25,000see Part IV
Kelly Cares Foundation
1251 N Eddy Street Suite 200South BendIN46617263591070501(c)(3)$36,545see Part IV
King County Dept of Community & Human Services
CNK-HS-0500 401 5th AvenueSeattleWA981041818916001327County - King$44,834see Part IV
Kitchi Gammi Club Foundation
831 East Superior StreetDuluthMN55802351663615501(c)(3)$100,000see Part IV
La Casa de Amistad
746 S Meade StreetSouth BendIN46619351350013501(c)(3)$17,000see Part IV
Levine Music
2801 Upton Street NWWashingtonDC20008521063325501(c)(3)$7,500see Part IV
Little Traverse Conservancy
3264 Powell RoadHarbor SpringsMI49740237267810501(c)(3)$20,000see Part IV
Logan Community Resources
51960 Gumwood RdNotre DameIN465566030350965639501(c)(3)$88,306see Part IV
Loyola University Chicago
820 North Michigan AvenueChicagoIL606112196361408475501(c)(3)$314,491see Part IV
Macalester College
1600 Grand AvenueSaint PaulMN551051899410693962501(c)(3)$60,000see Part IV
Make-A-Wish of America
1702 E Highland Avenue 400PhoenixAZ85016860481941501(c)(3)$75,000see Part IV
Manhattan College
4513 Manhattan ParkwayRiverdaleNY10471131740468501(c)(3)$50,000see Part IV
Marquette University
915 W Wisconsin AveMilwaukeeWI532011811390806251501(c)(3)$49,500see Part IV
Massachusetts Institute of Technology
77 Massachusetts AvenueCambridgeMA021394307042103594501(c)(3)$27,996see Part IV
Mathematica Policy Research
Post Office Box 2393PrincetonNJ085432393222112296$111,504see Part IV
Mayo Clinic
200 First St SWRochesterMN55902416011702501(c)(3)$25,000see Part IV
Medical University of South Carolina
MSC 804 Suite 805 19 Hagood AvenueCharlestonSC294035120576007222State of SC$8,509see Part IV
Memorial Sloan-Kettering Cancer Center
Post Office Box 26338New YorkNY100876338131924236501(c)(3)$75,000see Part IV
Michigan State University
426 Auditorium Rd Rm 2East LansingMI488242612386005984State of Michigan$22,970see Part IV
Misericordia Home
6300 North RidgeChicagoIL60660362170153501(c)(3)$25,000see Part IV
Montana State University
309 Montana HallBozemanMT597172470816010045State of Montana$197,713see Part IV
MZA Associates Corporation
2021 Girard Boulevard SEAlbuquerqueNM871099708850400557$189,581see Part IV
Naples Children & Education Foundat
999 Vanderbilt Bach Road Suite 300NaplesFL34108651001650501(c)(3)$178,000see Part IV
National Catholic College Admission
PO Box 267New AlbanyOH43054222811383501(c)(3)$10,000see Part IV
National Institute of Health
2115 E Jefferson St MSC 8500BethesdaMD208928500520859115Federal$81,479see Part IV
NORC
Suite 1800 55 East Monroe StreetChicagoIL606035820362167808501(c)(3)$14,219see Part IV
Norfolk State University Foundation
700 Park Avenue HBW Suite 410NorfolkVA23504237235954501(c)(3)$25,000see Part IV
Northeast Neighborhood Revitalization Organization
803 Lincolnway WestSouth BendIN46616352118149501(c)(3)$17,226see Part IV
Northern Jet Management Inc
55 East Monroe StreetGrand RapidsMI495888380383261631$301,950see Part IV
Northwestern University
Post Office Box 888380EvanstonIL602080001362167817501(c)(3)$177,233see Part IV
Notre Dame Club of Chicago
224 S Michigan Avenue Suite 380ChicagoIL60604362385194501(c)(3)$14,000see Part IV
Notre Dame Seminary
633 Clark StreetNew OrleansLA701184391720428008501(c)(3)$10,899see Part IV
Ohio State University
2901 South Carrollton AvenueColumbusOH432101016316025986State of Ohio$112,496see Part IV
Omaha Performing Arts Society
1200 Douglas StreetOmahaNE68102470832480501(c)(3)$145,834see Part IV
Oregon State University
Post Office Box 960CorvallisOR97331611730890State of Oregon$291,187see Part IV
Papal Foundation
150 Monument Road Suite 609Bala CynwydPA190041701232511991501(c)(3)$100,000see Part IV
Part of the Solution (POTS)
2759 Webster AvenueBronxNY10458133425071501(c)(3)$20,000see Part IV
Pennsylvania State University
312 Kerr Administration BuildingState CollegePA168014842246000376State of PA$165,168see Part IV
Perlara PBC
6000 Shoreline Ct Suite 204South San FranciscoCA94080465080858$130,000see Part IV
Pokagon Band of Potawatomi
3733 Locust RoadSouth BendIN46614383278535Fed Recognized Tribe$12,000see Part IV
Princeton University
227 West Beaver AvenuePrincetonNJ085445292210634501501(c)(3)$163,038see Part IV
Purdue University
701 Carnegie CenterWest LafayetteIN479072040356002041State of Indiana$903,417see Part IV
Queen Elizabeth II Sept 11th Garden
11 Hanover Square Floor 12New YorkNY10005113681365501(c)(3)$10,000see Part IV
Rafael House of San Francisco Inc
1065 Sutton StreetSan FranciscoCA94109943141608501(c)(3)$10,000see Part IV
Red Cloud Indian School
100 Mission DrivePine RidgeSD577702100460275071501(c)(3)$30,000see Part IV
Research Foundation of CUNY
Floor 7 230 West 41st StreetNew YorkNY100367207131988190501(c)(3)$10,647see Part IV
Research Foundation of SUNY
Post Office Box 9AlbanyNY122010009141368361501(c)(3)$36,206see Part IV
Roman Catholic Foundation of Easter
12 Archbishop May DriveSt LouisMO63119463309222501(c)(3)$10,000see Part IV
Rutgers The State University of New Jersey
100 Rockafeller RoadPiscatawayNJ08854226001086State of New Jersey$44,041see Part IV
Saint Mary's College
110 LeMans HallNotre DameIN46556350868158501(c)(3)$5,500see Part IV
Salvation Army of Duluth Minnesota
215 S 27th Avenue WDuluthMN55806362167910501(c)(3)$20,000see Part IV
San Jose State University Research Foundation
210 North 4th StreetSan JoseCA951125569946017638501(c)(3)$161,163see Part IV
Schwab Charitable Fund
211 Main StreetSan FranciscoCA94105311640316501(c)(3)$50,000see Part IV
Scripps Research Institute
10550 North Torrey Pines Rd TPC-7La JollaCA92037330435954501(c)(3)$60,000see Part IV
Seattle Children's Hospital
Post Office Box 24728SeattleWA981240728911156519501(c)(3)$611,342see Part IV
Sisters of the Holy Cross
407 Bertrand Hall - St MarysNotre DameIN465565000350868159501(c)(3)$15,000see Part IV
Smithsonian Institution
1050 Independence Ave SWWashingtonDC205600001530206027501(c)(3)$54,728see Part IV
Society of Christian Philosophers
Calvin College 3201 Burton St SEGrand RapidsMI49546382448793501(c)(3)$6,000see Part IV
South Bend Alumni Association
215 S St Joseph StreetSouth BendIN46601351674506501(c)(3)$7,500see Part IV
South Bend Elkhart Regional Partner
635 S Lafayette Blvd Suite 123South BendIN46601351893288501(c)(3)$104,750see Part IV
South Bend Heritage Foundation
803 Lincolnway WestSouth BendIN46616237394320501(c)(3)$6,000see Part IV
South Bend Police Department
701 W Sample StreetSouth BendIN46601356001201City - South Bend$15,000see Part IV
South Bend Regional Chamber
101 N Michigan Street Suite 300South BendIN46601201837418501(c)(3)$53,700see Part IV
Special Camps for Special Kids
2929 Carlisle Street Suite 355DallasTX75204752205242501(c)(3)$10,000see Part IV
St Joseph County Special Olympics
106 Lincolnway EastMishawakaIN46544356000194County - St Joseph$6,300see Part IV
St Adalbert's School
519 S Olive StreetSouth BendIN46619351095958501(c)(3)$12,000see Part IV
St Ann Catholic Church
310 North Olive AvenueWest Palm BeachFL33401596001732501(c)(3)$5,200see Part IV
St Ann School
2211 West 18th PlaceChicagoIL60608362284297501(c)(3)$20,300see Part IV
St Augustine Indian Mission
1 Mission Drive Post Office Box 766WinnebagoNE680714900470398898501(c)(3)$29,125see Part IV
St Bernard of Clairvaux Church
500 US Highway 22BridgewaterNJ08807221601250501(c)(3)$10,000see Part IV
St Charles Apache Mission School
355 San Carlos AvenueSan CarlosAZ85550860408580501(c)(3)$27,021see Part IV
St Clare of Assissi
15642 Clayton RoadEllisvilleMO63011430792494501(c)(3)$15,000see Part IV
St Hilary School
765 Hilary DriveTiburonCA94920941294945501(c)(3)$25,000see Part IV
St John the Evangelist Catholic Sch
602 W Ajo WayTucsonAZ85713860144077501(c)(3)$14,500see Part IV
St Joseph County Parks Department
50651 Laurel RoadSouth BendIN46637351459569501(c)(3)$10,000see Part IV
St Joseph County Public Library
304 South Main StreetSouth BendIN46601351479645501(c)(3)$50,000see Part IV
St Joseph County Right to Life
2004 Ironwood Circle Suite 130South BendIN46635351594988501(c)(3)$8,900see Part IV
St Louis University
4240 Duncan AvenueSt LouisMO631101123430654872501(c)(3)$25,419see Part IV
St Margaret's House
117 N Lafayette BoulevardSouth BendIN46601351913328501(c)(3)$16,200see Part IV
St Martha Catholic Church
4301 Woodridge ParkwayPorterTX77365742066304501(c)(3)$30,000see Part IV
St Mary's College
153 Lemans HallNotre DameIN46556350868158501(c)(3)$99,333see Part IV
St Michael Indian School
Post Office Box 650Saint MichaelsAZ865110650860101517501(c)(3)$30,000see Part IV
St Patrick Catholic School
1501 Trotter RdLargoFL33770590875805501(c)(3)$10,000see Part IV
Stanford University
Post Office Box 44253San FranciscoCA941444253941156365501(c)(3)$1,155,336see Part IV
Strategic Management Society
815 W Van Buren Suite 215ChicagoIL60607311051434501(c)(3)$7,500see Part IV
Studebaker National Museum
201 S Chapin StreetSouth BendIN46601351555535501(c)(3)$7,500see Part IV
Summits Education
250 Summer StreetBostonMA022101151472768711501(c)(3)$124,939see Part IV
Syracuse University
119 Bowne HallSyracuseNY132440001150532081501(c)(3)$35,777see Part IV
TechPoint
111 Monument Circle Suite 1800IndianapolisIN46204352065459501(c)(6)$10,000see Part IV
Texas Biomedical Research Institute
Post Office Box 760549San AntonioTX782450549741109630501(c)(3)$599,380see Part IV
Texas Christian University
TCU Box 297011Fort WorthTX761290001750827465501(c)(3)$62,222see Part IV
The History Museum
808 W Washington StreetSouth BendIN46601351124156501(c)(3)$25,000see Part IV
The Hopewell Fund
1201 Connecticut Ave NW Suite 300Washington DCDC20036473681860501(c)(3)$50,000see Part IV
Tip of the Mitt
426 Bay StreetPetoskeyMI49770382361745501(c)(3)$10,000see Part IV
United States Geological Survey
Post Office Box 71362PhiladelphiaPA191761362530196958Federal$26,000see Part IV
United Way of the Greater Lehigh Va
1110 American PW NE Suite F-120AllentownPA18109232657933501(c)(3)$10,000see Part IV
University Corporation for Atmospheric Research
Post Office Box 3000BoulderCO803073000742439386501(c)(3)$90,435see Part IV
University of Akron
302 Buchtel MallAkronOH443250001346002924501(c)(3)$40,179see Part IV
University of California at Berkeley
2195 Hearst AvenueBerkeleyCA947201103946002123State of California$115,556see Part IV
University of California at Davis
Post Office Box 989062West SacramentoCA957989062946036494State of California$392,066see Part IV
University of California San Diego
9500 Gilman Drive MC 0954La JollaCA920930954956006144State of California$770,793see Part IV
University of California-Irvine
5212 Donal Bren HallIrvineCA925973440952226406State of California$1,236,476see Part IV
University of California-Los Angeles
1125 Murphy Hall Box 957089Los AngelesCA900957089956006143State of California$1,540,859see Part IV
University of Central Florida
Post Office Box 160118OrlandoFL328160001592924021State of Florida$13,865see Part IV
University of Chicago
5235 S Harper Courth 4th FloorChicagoIL60615362177139501(c)(3)$252,050see Part IV
University of Colorado Denver
Post Office Box 910220DenverCO802910220846000555State of Colorado$603,852see Part IV
University of Florida
Post Office Box 113001GainesvilleFL326113001453624124State of Florida$98,434see Part IV
University of Illinois
28395 Network PlaceChicagoIL606730001376000511State of Illinois$275,116see Part IV
University of Iowa
118 South Clinton StreetIowa CityIA522404045426004813State of Iowa$130,973see Part IV
University of Kansas Medical Ctr Research Inst
Mailstop 1039Kansas CityKS661608500481108830501(c)(3)$92,647see Part IV
University of Kansas Center for Research Inc
2385 Irving Hill RoadLawrenceKS660457552480680117501(c)(3)$196,584see Part IV
University of Kentucky
410 Administration DriveLexingtonKY405060001616033693State of Kentucky$71,135see Part IV
University of Louisville Research Fdn
2100 South Floyd StreetLouisvilleKY402082751611029626501(c)(3)$7,029see Part IV
University of Maryland
4300 Terrapin Trail 4101College ParkMD207423103526002033State of Maryland$102,022see Part IV
University of Michigan
500 S State StreetAnn ArborMI48109386006309State of Michigan$413,115see Part IV
University of Minnesota
1300 S 2nd StMinneapolisMN55454416007513State of Minnesota$708,869see Part IV
University of Missouri
407 Reynolds Alumni CenterColumbiaMO65211436003859State of Missouri$23,990see Part IV
University of North Carolina-Chapel Hill
103 South BuildingChapel HillNC27599566001393State of NC$125,802see Part IV
University of Southern California
3500 South Figueroa Street Ste 102Los AngelesCA900898001951642394501(c)(3)$24,967see Part IV
University of St Thomas
AQU 221 2115 Summit AvenueSaint PaulMN551051048410693970501(c)(3)$26,000see Part IV
University of Tennessee
210 Student Services BuildingKnoxvilleTN379960001626001636State of Tennessee$181,994see Part IV
University of Texas at Austin
Post Office Box 7458AustinTX787137159746000203State of Texas$320,853see Part IV
University of Texas Dallas
800 West Campbell RoadRichardsonTX75080751305566State of Texas$119,272see Part IV
University of Utah
201 Presidents Circle Rm 406Salt Lake CityUT841129020876000525State of Utah$346,880see Part IV
University of Virginia
Post Office Box 400195CharlottesvilleVA229044195546001796State of Virginia$133,264see Part IV
University of Washington
Box 359505SeattleWA981959505916001537State of Washington$416,109see Part IV
University of Wisconsin Platteville
2206 Ullsvik Hall 1 Univ PlazaPlattevilleWI538183001475320123State of Wisconsin$30,000see Part IV
US Naval Research Lab (NRL)
4555 Overlook AveWashingtonDC20375530197019Federal$116,000see Part IV
Van Buren Conservation District
1035 East Michigan AvenuePaw PawMI490798698383028225501(c)(3)$59,257see Part IV
Vanderbilt University
2301 Vanderbilt PlaceNashvilleTN37235620476822501(c)(3)$170,200see Part IV
Virginia Polytechnic Institute and State University
300 Turner Street Suite 4200BlacksburgVA24061546001805State of Virginia$6,527see Part IV
VPA Foundation
301 S St Louis BoulevardSouth BendIN46617273843043501(c)(3)$10,000see Part IV
Washington Jesuit Academy
900 Varnum St NEWashingtonDC20017522336694501(c)(3)$7,500see Part IV
Washington State University
Post Office Box 641025PullmanWA991641025916001108State of Washington$277,324see Part IV
Washington University
700 Rosedale AvenueSt LouisMO631121408430653611501(c)(3)$224,999see Part IV
Wayne State University
5700 Cass AvenueDetroitMI482020788386028429State of Michigan$238,971see Part IV
West Virginia University
Post Office Box 6286MorgantownWV265066286556000842State of WV$30,000see Part IV
Western Washington University
516 High StreetBellinghamWA982255950916000562State of Washington$20,958see Part IV
Westminster Theological Seminary
2960 Church RoadGlensidePA19038231352689501(c)(3)$897,008see Part IV
Westmont College
955 La Paz RoadSanta BarbaraCA931081099951684793501(c)(3)$70,000see Part IV
WNIT Public Television
300 W JeffersonSouth BendIN46601351155594501(c)(3)$20,000see Part IV
Women's Care Center
360 N Notre Dame AvenueSouth BendIN46617351609945501(c)(3)$60,000see Part IV
Women's Care Center Foundation
360 N Notre Dame AvenueSouth BendIN46617383651599501(c)(3)$7,500see Part IV
Wright State University
3640 Colonel Glenn HighwayDaytonOH454350001310732631State of Ohio$14,217see Part IV
Yale University
Post Office Box 1873New HavenCT065113572060646973501(c)(3)$8,348see Part IV
Youth Services Bureau
2222 Lincoln Way WestSouth BendIN46638311174910501(c)(3)$5,800see Part IV
YWCA
1102 S Fellows StreetSouth BendIN46601350868226501(c)(3)$7,000see Part IV
FieldValueIRS element (for citing)
Total501c3 Org234Total501c3OrgCnt
Total Other Org13TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Tuition Scholarships, Fellowships, and Room and Board Scholarships8516$323,120,785
Athletics Grant-in-Aid421$1,541,318
Housing and Other Assistance619$1,066,721
Prizes and Awards1345$2,332,544
Research/Travel Grant3971$4,471,554

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part II, Line 1(h) Explanation of purpose of grant or assistancePayments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTP://CONTROLLER.ND.EDU/ASSETS/91679/SUBRECIPIENT_MONITORING.PDF. CHARITABLE ORGANIZATIONS THAT RECEIVE CONTRIBUTIONS FROM THE UNIVERSITY ARE CAREFULLY SELECTED AND REQUIRE DOCUMENTATION TO SUPPORT THE UNIVERSITY'S INTEREST IN THE ORGANIZATION TO ENSURE CONSISTENCY WITH THE CORE VALUES OF THE UNIVERSITY. CHARITABLE CONTRIBUTIONS ALSO REQUIRE THE APPROVAL OF THE EXECUTIVE VICE PRESIDENT, EXCEPT FOR THOSE CHARITABLE CONTRIBUTIONS MADE THROUGH THE UNIVERSITY'S DONOR ADVISED FUND PROGRAM, WHICH UNDERGO A THOROUGH VETTING PROCESS BY THE UNIVERSITY'S TAX DEPARTMENT TO ENSURE THE RECIPIENT ORGANIZATION MEETS THE IRS'S DEFINITION OF A 501(C)(3) NOT FOR PROFIT CHARITABLE ORGANIZATION. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Rev John I Jenkins CSC PhD
President & Trustee$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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelType of benefit (First class travel): Air travel other than coach class (typically business class) is allowed for travel to Alaska, Hawaii and destinations outside North America, or for necessary medical reasons (accompanied by appropriate supporting documentation), if the situation warrants it and with approval from a Dean or President's Leadership Council Member. Type of benefit (Charter travel): Travel on 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 companionsType of benefit: Family members of University employees are occasionally asked to travel on University business. Family members travel reimbursement by the University requires approval by a Dean or President's Leadership Council Member or their authorized representative, and if the business purpose of the family 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 paymentsType of benefit: Tax indemnification and gross-up payments may occasionally be provided to University employees . Recipients of the benefit and tax treatment: Gross-up payments were provided to 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 useType 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 feesType 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 planJohn 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 organization5a(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

FieldValueIRS element (for citing)
Cash Grant$2,500CashGrantAmt
Type Of AssistanceScholarshipTypeOfAssistanceTxt
Assistance PurposeTravel StipendAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Susan McCusker LLC
Entity is at least a 35% controlled entity of a Family Member of Officer John Affleck-Graves$186,725Susan 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$71,507University 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$1,102,059FlexJet provides flight hours to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.false

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution15ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

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

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution876ContributionCnt
Noncash Contributions Rpt F990$92,288,649NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$264,616NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)OTHER48$0NONE
Yes (X)ATHLETIC TICKETS120$0NONE
FieldValueIRS element (for citing)
Form8283 Received16Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I Column (b)The amounts shown for "Number of contributions or items contributed" represents number of contributions, not the number of items contributed.
Schedule M, Part I, Line 33 Column (c) ExplanationOther 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 contributionsAs 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 Organization's MissionThe University of Notre Dame is a Catholic academic community of higher learning, animated from its origins by the Congregation of Holy Cross. The University is dedicated to the pursuit and sharing of truth for its own sake. As a Catholic university, one of its distinctive goals is to provide a forum where, through free inquiry and open discussion, the various lines of Catholic thought may intersect with all the forms of knowledge found in the arts, sciences, professions, and every other area of human scholarship and creativity. The intellectual interchange essential to a university requires, and is enriched by, the presence and voices of diverse scholars and students. The Catholic identity of the University depends upon, and is nurtured by, the continuing presence of a predominant number of Catholic intellectuals. This ideal has been consistently maintained by the University leadership throughout its history. What the University asks of all its scholars and students, however, is not a particular creedal affiliation, but a respect for the objectives of Notre Dame and a willingness to enter into the conversation that gives it life and character. Therefore, the University insists upon academic freedom that makes open discussion and inquiry possible. The University prides itself on being an environment of teaching and learning that fosters the development in its students of those disciplined habits of mind, body, and spirit that characterize educated, skilled, and free human beings. In addition, the University seeks to cultivate in its students not only an appreciation for the great achievements of human beings but also a disciplined sensibility to the poverty, injustice and oppression that burden the lives of so many. The aim is to create a sense of human solidarity and concern for the common good that will bear fruit as learning becomes service to justice. Notre Dame also has a responsibility to advance knowledge in a search for truth through original inquiry and publication. This responsibility engages the faculty and students in all areas of the University, but particularly in graduate and professional education and research. The University is committed to constructive and critical engagement with the whole of human culture. The University encourages a way of living consonant with a Christian community and manifest in prayer, liturgy and service. Residential life endeavors to develop that sense of community and of responsibility that prepares students for subsequent leadership in building a society that is at once more human and more divine. Notre Dame's character as a Catholic academic community presupposes that no genuine search for the truth in the human or the cosmic order is alien to the life of faith. The University welcomes all areas of scholarly activity as consonant with its mission, subject to appropriate critical refinement. There is, however, a special obligation and opportunity, specifically as a Catholic university, to pursue the religious dimensions of all human learning. Only thus can Catholic intellectual life in all disciplines be animated and fostered and a proper community of scholarly religious discourse be established. In all dimensions of the University, Notre Dame pursues its objectives through the formation of an authentic human community graced by the Spirit of Christ.
Form 990, Part VI, Line 15 Description of Officers/Identifying of OfficersThe Compensation Committee of the Board of Trustees develops, in conjunction with the President, Executive Vice President, and Vice President of Human Resources, an overall Total Reward Philosophy for Key Employees, which supports the University's overall mission, and shall recommend such Total Reward Philosophy to the Board for approval. The Committee acts on behalf of the Board to implement the executive compensation policy, approve executive compensation levels, adopt a benefit and perquisite policy, and justify reasonable compensation paid to the President, Executive Vice President, and Provost of the University, and other persons who are "disqualified persons" under Internal Revenue Code Section 4958 (intermediate sanctions). The Committee researches competitive and reasonable annual base salary levels, annual incentive plans, executive benefit plans, welfare benefits and supplemental benefits of the named executives and other key individuals. Upon completion of the research, the Committee approves the specific levels and amounts of total rewards that will be paid to, or provided for the benefit of, the named executives and other key individuals. The Committee examines the reasonableness of compensation levels. In so doing, the Committee assesses the nature and scope of the position by reviewing the basis on which compensation was paid. This includes a review of compensation for, but not limited to, exceptional performance, additional duties, and/or the unique background, experiences, personal skills and the abilities of the executive, as well as special challenges facing the University that require the use of such attributes or skills. The Committee's evaluation includes valid market data provided by an independent third party consultant that details each compensation component and the total package in light of the University's executive compensation philosophy. The Committee conducts such examination to be able to establish a presumption under Section 4958 that the total reward package offered to "disqualified persons" is reasonable.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJohn 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 documentsThe 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 bodyAFTER INTERNAL REVIEW OF THE COMPLETED FORM 990 AND EXTERNAL REVIEW BY THE UNIVERSITY'S OUTSIDE TAX ACCOUNTANTS (PRICEWATERHOUSECOOPERS), THE RETURN IS PRESENTED TO THE UNIVERSITY'S TAX STRATEGY COMMITTEE, WHICH INCLUDES UNIVERSITY OFFICERS (EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL), 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 policyAll 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 publicThe University makes its governing documents (https://www.nd.edu/assets/docs/bylaws.pdf, https://www.nd.edu/assets/docs/statutes.pdf) and financial statements (http://controller.nd.edu/annual-reports/) available to the public on the University's website. The University makes its conflict of interest policy that applies to all employees available to the public by posting it on the University's website (http://generalcounsel.nd.edu/conflict-of-interest-policy). The University does not make its trustees' conflict of interest policy available to the public .
Form 990, Part VII, Section A, Line 5 Compensation from an Unrelated Organizationa) 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 EmployeesDuring 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 RevenueAll 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 RevenueAll 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 20The University is reporting tax exempt bond liabilities of $7,890,000 at the End of year (column B) on Part X, line 20. This amount represents liabilities for tax exempt bonds issued prior to December 31, 2002. Accordingly, Schedule K is not required to be attached to Form 990 for the tax year ending June 30, 2019.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesNet 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/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEINEIN
BCMR Feeder-TE GP LLC
518 17th StreetSuite 1700DenverCO802024130Feeder fundDE$75,232$60,593University of Notre Dame du Lac
Dynamo Brasil III LLC
Corporation Trust Center1209 Orange StWilmingtonDE19801InvestmentsDE$0$88,336,663University of Notre Dame du Lac
NDI Gateway LLC
203 Main BuildingNotre DameIN46656Foreign educational activitiesIN$612$107,252University of Notre Dame du Lac472320410
Santa Fe Interests LLC
Controllers Office724 Grace HallNotre DameIN46556Rental real estateDE$1,489,611$47,035,919University of Notre Dame du Lac203977995
ND Pit Road LLC
1400 E Angela BlvdSouth BendIN46617InvestmentsDE$0$2,105University of Notre Dame du Lac823967175

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Association of Notre Dame Clubs Inc
Controllers Office724 Grace HallNotre DameIN46556311050144Alumni associationIN501(c)(3)Type III-FIUniversity of Notre Dame du LacYes (true)
Fundacion University of Notre Dame Chile
Study abroad program501(c)(3)University of Notre Dame du LacYes (true)CI
The University of Notre Dame (USA) in England
Study abroad program501(c)(3)University of Notre Dame du LacYes (true)UK
University of Notre Dame du Lac Gillen Foundation
Controllers Office724 Grace hallNotre DameIN46556237125378Research facility operationsMI501(c)(3)Type IUniversity of Notre Dame du LacYes (true)
Voice of the Fighting Irish Inc
Controllers Office724 Grace HallNotre DameIN46556311135580Radio stationIN501(c)(3)Type IUniversity of Notre Dame du LacYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Magna NYC Co-Investment LP
300 Centerville RoadSuite 300 EastWarwickRI02886261523052Real estate investmentDEGP Magna NYC Co-Investment LLCUnrelated-$1,166,135$29,512,092false-$1,070,992false0.8909
Merit Energy Partners VIII LP
13727 Noel RdSuite 1200DallasTX75240752530212Direct energy investmentsDEMerit Partners LPExcluded$8,222,756$155,482,522falsefalse0.99
Qiming II Investor Holdings LLC
350 106th Ave NEFirst FloorBellevueWA98004270464551Feeder fundWAUniversity of Notre Dame du LacExcluded-$45,956$2,505,070falseYes (true)1
Thor Palmer House Co-Investor LP
25 West 39th Street11th FloorNew YorkNY10018203283109Real estate investmentDEThor Palmer House Co-Investor GP LLCExcluded-$196,639$58,573,057falsefalse0.6872
Bridgewater Corporate Bond Fund LLC
One Glendenning PlaceWestportCT06880522317130InvestmentsDEBridgewater Associates LPExcluded$4,732,068$116,031,458falsefalse0.9265
NDFPR LP
PO Box 194170San FranciscoCA941194170611769730InvestmentsDEBART Partners VIII LLCExcluded$667,875$154,980,608falsefalse0.9966
VMG Stone Brewing Coinvestment LP
39 Mesa StreetSuite 310San FranciscoCA94129812802402InvestmentsDEVMG Partners III GP LPUnrelated-$1,932,481$72,120,125false-$1,932,481false0.636
Schroder Adveq EEM I LP
981272313InvestmentsSchroder Adveq EEM Management I LPExcluded$96,404$14,457,157falsefalse0.99UK
22NW Fund LP
1455 NW Leary WaySuite 400SeattleWA98107473303449InvestmentsDE22NW Fund Group LLCExcluded$3,100,144$67,676,067false$113,736false0.4625
Sprints II Walton Co-Investment LP
InvestmentsSprints II Walton Co-Investment GP LimitedUnrelated-$375$12,367,152false-$66,444false1GK
Endries Co-Invest LLC
c/o Nautic Partners LLC50 Kennedy Plaza 12th FloorProvidenceRI02903821556028InvestmentsDENautic Capital VIII LPExcluded$7,487,523$412,700falsefalse0.9104
Mile Rock Capital Fund I LP
700 Larkspur Landing CircleSuite 199LarkspurCA94939825049944InvestmentsDEMile Rock CapitalExcluded$0$54,256falsefalse0.5004
Level Equity-IMN Investors LLC
Two Grand Central Tower140 E 45th St 39th FloorNew YorkNY10017InvestmentsDELevel Equity Management LLCExcluded$0$10,174,116falsefalse0.9976
EEM II LP
InvestmentsEEM Management II LPExcluded$0$0falsefalse0.99UK
EEM Opportunities LP
981430893InvestmentsEEM Opportunities Management II LPExcluded$0$0falsefalse0.99UK

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndLegal Domicile StateLegalDomicileStateCd
BCMR Feeder-TE LP
518 17th StreetSuite 1700DenverCO80202980582629Feeder fundCAUniversity of Notre Dame du LacC Corporation$4,491,976$10,730,8240.99Yes (true)
Bradley-DeBartolo Inc
Controllers Office724 Grace HallNotre DameIN46556341765932Real estate owner/lessorUniversity of Notre Dame du LacC Corporation$0$01.00Yes (true)OH
Sorin Management Ltd
InvestmentsMPUniversity of Notre Dame du LacC Corporation$639,503$153,791,0811.00Yes (true)
TDR Capital II C Holdings LP
980648852Feeder fundUKUniversity of Notre Dame du LacC Corporation$3,883,726$20,495,6391.00Yes (true)
Tegean Offshore Fund Ltd
c/o Tegean Capital Management LLCChrysler Building 405 Lexington AveNew YorkNY10174Feeder fundCJUniversity of Notre Dame du LacC Corporation$492,542$90,931,5130.8201Yes (true)
ND Renewable Energy Inc
Controllers Office724 Grace HallNotre DameIN46556814675664FinanceUniversity of Notre Dame du LacC Corporation$0$51.00Yes (true)IN
ND-Structured Immunity Inc
1400 E Angela BlvdSouth BendIN46617822731805Health careUniversity of Notre Dame du LacC Corporation$14,795$17,9381Yes (true)DE
ND-Origin Oncology Inc
1400 E Angela BlvdSouth BendIN46617824167966Health careUniversity of Notre Dame du LacC Corporation$0$5,2501Yes (true)DE
ND-Prevallergy Inc
1400 E Angela BlvdSouth BendIN46617824269472Health careUniversity of Notre Dame du LacC Corporation1Yes (true)DE
ND-Vital View Technologies Inc
1400 E Angela BlvdSouth BendIN46617825296303Health careUniversity of Notre Dame du LacC Corporation$40,000$33,5671Yes (true)DE
ND-YeSSGenomics Inc
1400 E Angela BlvdSouth BendIN46617611890512Health careUniversity of Notre Dame du LacC Corporation$0$78,7111Yes (true)DE
Charitable remainder trusts (66)
Split-interest trusts where University of Notre Dame du Lac is trustee and remainder beneficiaryUniversity of Notre Dame du LacTrustfalseIN
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (26 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BCMR Feeder - TE LP
S$7,448,003Amount received
22NW Fund LP
S$100,000Amount received
22NW Fund LP
B$10,000,000Funding provided
NDFPR LP
B$25,000,000Funding provided
Magna NYC Co-Investment LP
S$967,628Amount received
Merit Energy Partners VIII LP
S$21,532,500Amount received
Merit Energy Partners VIII LP
B$33,660,000Funding provided
Mile Rock Capital Fund I LP
B$98,379Funding provided
Endries Co-Invest LLC
S$14,621,836Amount received
Endries Co-Invest LLC
B$80,493Funding provided
Qiming II Investor Holding LLC
S$8,344,811Amount received
Schroder Adveq EEM I LP
B$7,505,069Funding provided
TDR Capital II C Holdings LP
S$8,564,993Amount received
VMG Stone Brewing Coinvestment LP
B$573,395Funding provided
Fundacion University of Notre Dame Chile
B$393,751Funding provided
The University of Notre Dame (USA) in England
B$1,019,138Funding provided/expenses incurred
The University of Notre Dame (USA) in England
R$3,870,896Remittance of revenues collected on behalf of organization
Charitable remainder trusts (7)
S$4,472,335Remainder interest received
Sorin Management Ltd
B$1,672,745Funding provided
Sorin Management Ltd
S$28,852,830Amount received
University of Notre Dame Gillen Foundation
B$653,511Funding provided
Voice of the Fighting Irish Inc
B$96,337Funding provided
ND-Structured Immunity Inc
O$50,847Compensation paid
ND-YeSSGenomics Inc
B$85,000Funding provided
ND-Vital View Technologies Inc
B$156,435Funding provided
ND-Structured Immunity Inc
A$11,606Amount received

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
University of Notre Dame du Lac
Controllers Office 724 Grace HallNotre DameIN46556350868188Yes (X)$0$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 HallNotre DameIN46556237125378$0$0$0$694,881$694,881$129,232$32,308$0$0$0
Voice of the Fighting Irish Inc
Controllers Office 724 Grace HallNotre DameIN46556311135580$0$0$0$110,966$110,966$22,193$5,548$0$0$0