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UNIVERSITY OF NOTRE DAME DU LAC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF NOTRE DAME DU LAC (EIN 35-0868188)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-13
IRS object ID
201911339349304226
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T13:30:42-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Street NW Suite 1000AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200053333ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

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
Phone5746313288PhoneNum

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)
PersonJohn Affleck-GravesPersonNm
Person TitleExecutive Vice PresidentPersonTitleTxt
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTravis L PattonPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$7,036,216,924GrossReceiptsAmt
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 OActivityOrMissionDesc
Voting Members Governing Body50VotingMembersGoverningBodyCnt
Voting Members Independent46VotingMembersIndependentCnt
Total Employee18815TotalEmployeeCnt
Total Volunteers1801TotalVolunteersCnt
Total Gross UBI$8,769,865TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$5,504,932NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$472,008,270PYContributionsGrantsAmt
CY Contributions Grants$604,423,145CYContributionsGrantsAmt
PY Program Service Revenue$935,040,306PYProgramServiceRevenueAmt
CY Program Service Revenue$998,515,531CYProgramServiceRevenueAmt
PY Investment Income$643,688,452PYInvestmentIncomeAmt
CY Investment Income$922,101,385CYInvestmentIncomeAmt
PY Other Revenue$25,527,757PYOtherRevenueAmt
CY Other Revenue$17,278,886CYOtherRevenueAmt
PY Total Revenue$2,076,264,785PYTotalRevenueAmt
CY Total Revenue$2,542,318,947CYTotalRevenueAmt
PY Grants And Similar Paid$337,427,890PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$387,339,207CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$710,953,951PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$760,422,799CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$53,907,272CYTotalFundraisingExpenseAmt
PY Other Expenses$463,614,479PYOtherExpensesAmt
CY Other Expenses$531,273,968CYOtherExpensesAmt
PY Total Expenses$1,511,996,320PYTotalExpensesAmt
CY Total Expenses$1,679,035,974CYTotalExpensesAmt
PY Revenues Less Expenses$564,268,465PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$863,282,973CYRevenuesLessExpensesAmt
Total Assets BOY$14,938,580,253TotalAssetsBOYAmt
Total Assets EOY$16,574,755,629TotalAssetsEOYAmt
Total Liabilities BOY$3,113,168,843TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,454,395,008TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,825,411,410NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,120,360,621NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$771,255,257ExpenseAmt
Grant$307,943,951GrantAmt
Revenue$651,390,082RevenueAmt
DescInstruction - Provided academic instruction and services 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. Conferred over 3,600 baccalaureate, master's, doctoral and professional degrees.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$273,114,051ExpenseAmt
Grant$6,859,944GrantAmt
Revenue$303,887,102RevenueAmt
DescAuxiliary enterprises - Provided services to the University community, its guests and other patrons including food services, student and visitor lodging, laundry 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

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$138,989,431ExpenseAmt
Grant$23,889,057GrantAmt
Revenue$27,282,891RevenueAmt
DescResearch - University researchers administered over 1,000 awards for studies based within the disciplines of engineering, science and humanities.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$129,073,764$1,523,306$16,477,647Academic support - The University operates library facilities containing more than three million volumes, serving the University and the local community. The University publishes numerous academic periodicals and volumes and operates a museum of art housing over 29,000 works.
$71,262,866$47,122,949$5,676,761Public service - The University's Institute for Educational Initiatives strives to improve the K-12 education of all young people, particularly the disadvantaged through a variety of programs. The largest such program is the ACE program, a two-year service program offering college graduates the opportunity to serve as full-time teachers in under-resourced schools across the United States and several foreign countries. Additionally, the University provides volunteers and financial support for other organizations, both directly and through its Donor Advised Fund Program.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$200,336,630TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$48,646,255TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$22,154,408TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,383,695,369TotalProgramServiceExpensesAmt
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 PersonfalseGrantToRelatedPersonInd
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
IRP Document18362IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee18815EmployeeCnt
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 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 Filed4Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members50GoverningBodyVotingMembersCnt
Independent Voting Member46IndependentVotingMemberCnt
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)
Phone5746313288PhoneNum

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
John F Affleck-Graves PhD
Executive VP & Trustee40.02.0Yes (X)Yes (X)$720,037$0$179,313
Thomas G Burish PhD
Provost & Trustee40.00Yes (X)Yes (X)$533,969$0$361,435
Rev John I Jenkins CSC PhD
President & Trustee40.01.0Yes (X)Yes (X)$1,018,001$0$68,105
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
Enrique Hernandez Jr
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
Rev Thomas J O'Hara CSC
Trustee2.00Yes (X)$0$0$0
Rev Gerard J Olinger CSC
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)$203,076$0$15,996
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)$166,212$0$15,996
Celeste Volz Ford
Trustee2.00Yes (X)$0$0$0
Monique Y MacKinnon
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)$141,595$0$87,823
Rev William M Lies CSC
VP Mission Engmt & Trustee40.00Yes (X)$233,963$0$15,996
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
Marianne Corr JD
VP & General Counsel40.02.0Yes (X)$594,852$0$35,624
Scott C Malpass MBA
VP & Chief Investment Officer40.00Yes (X)$10,090,221$0$35,026
John B Swarbrick Jr
Athletic Director40.00$1,426,678$0$261,433Yes (X)
Michael P Brey
Head Coach, Basketball40.00$1,212,736$0$43,964Yes (X)
Michael D Donovan MBA JD
Managing Director, Invest.40.00$4,429,033$0$35,361Yes (X)
Brian Kelly
Head Coach, Football40.00$1,601,809$0$63,211Yes (X)
Muffet McGraw
Head Coach, Basketball40.00$1,517,943$0$43,820Yes (X)
Michael Elko
Defensive Coordinator Football40.00$1,430,402$0$55,974Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$25,320,527TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,319,077TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1278IndivRcvdGreaterThan100KCnt
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/ZIPCdServicesServicesDescCompensationCompensationAmt
Barton Malow Company
26500 American DriveSouthfieldMI48034Construction$176,300,579
Pepper Construction
411 Lake Zurich RoadBarringtonIL60010Construction$22,597,803
Walsh Construction Company of Illinois
929 West Adams StreetChicagoIL60607Construction$12,979,943
Miller-Davis Company
1029 Portage StreetKalamazooMI49001Construction$12,767,270
Premise Health Employer Solutions LLC
Post Office Box 402142AtlantaGA30384Medical$12,018,507
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K265CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$409,240FundraisingAmt
Government Grants$86,749,567GovernmentGrantsAmt
All Other Contributions$517,264,338AllOtherContributionsAmt
Noncash Contributions$116,808,160NoncashContributionsAmt
Total Contributions$604,423,145TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Student tuition and fees611310$629,611,652$629,611,652
Auxiliary enterprises611710$301,706,823$294,726,694$6,980,129
Research contracts (gov't and non-gov"t)611310$27,194,537$26,942,386$252,151
Educational programs900099$24,293,651$24,293,651
Student services611710$6,557,174$6,557,174

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,151,694TotalRevenueColumnAmt
Related Or Exempt Func Income$9,151,694RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$998,515,531TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,393,125TotalRevenueColumnAmt
Unrelated Business Revenue$280,260UnrelatedBusinessRevenueAmt
Exclusion$103,112,865ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,629,144TotalRevenueColumnAmt
Exclusion$6,629,144ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$13,590,659RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$10,220,664RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,369,995RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,369,995TotalRevenueColumnAmt
Exclusion$3,369,995ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,299,573,927SecuritiesAmt
Other$2,150,306OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,480,548,731SecuritiesAmt
Other$2,467,242OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$819,025,196SecuritiesAmt
Other-$316,936OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$818,708,260TotalRevenueColumnAmt
Exclusion$818,708,260ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$422,470FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$409,240ContriRptFundraisingEventAmt
Fundraising Direct Expenses$626,973FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$204,503TotalRevenueColumnAmt
Exclusion-$204,503ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$62,340GamingGrossIncomeAmt
Gaming Direct Expenses$34,367GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,973TotalRevenueColumnAmt
Exclusion$27,973ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Alumni Association900099$2,726,451$2,108,565$617,886
Marketing Communications519190$1,940,439$1,940,439
Parking812930$711,114$682,339$28,775

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,078,273TotalRevenueColumnAmt
Related Or Exempt Func Income$1,467,609RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$610,664UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,456,277OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,542,318,947TotalRevenueColumnAmt
Related Or Exempt Func Income$997,482,203RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$8,769,865UnrelatedBusinessRevenueAmt
Exclusion$931,643,734ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$64,243,336TotalAmt
Program Services$64,243,336ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$314,347,563TotalAmt
Program Services$314,347,563ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$8,748,308TotalAmt
Program Services$8,748,308ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$16,441,971TotalAmt
Program Services$3,102,282ProgramServicesAmt
Management And General$12,963,996ManagementAndGeneralAmt
Fundraising$375,693FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$553,465,648TotalAmt
Program Services$462,553,062ProgramServicesAmt
Management And General$66,008,848ManagementAndGeneralAmt
Fundraising$24,903,738FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$45,946,422TotalAmt
Program Services$33,639,894ProgramServicesAmt
Management And General$10,176,441ManagementAndGeneralAmt
Fundraising$2,130,087FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$112,362,506TotalAmt
Program Services$71,595,960ProgramServicesAmt
Management And General$36,503,416ManagementAndGeneralAmt
Fundraising$4,263,130FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$32,206,252TotalAmt
Program Services$26,332,959ProgramServicesAmt
Management And General$4,416,382ManagementAndGeneralAmt
Fundraising$1,456,911FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,524,797TotalAmt
Program Services$173,436ProgramServicesAmt
Management And General$2,351,361ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,323,399TotalAmt
Program Services$138,535ProgramServicesAmt
Management And General$1,184,864ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$326,965TotalAmt
Management And General$326,965ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$29,117,639TotalAmt
Management And General$29,117,639ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,813,689TotalAmt
Program Services$22,767,589ProgramServicesAmt
Management And General$5,648,080ManagementAndGeneralAmt
Fundraising$1,398,020FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,403,992TotalAmt
Program Services$4,156,418ProgramServicesAmt
Management And General$196,915ManagementAndGeneralAmt
Fundraising$50,659FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$65,994,588TotalAmt
Program Services$54,762,047ProgramServicesAmt
Management And General$8,430,058ManagementAndGeneralAmt
Fundraising$2,802,483FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$24,989,984TotalAmt
Program Services$13,999,947ProgramServicesAmt
Management And General$10,140,365ManagementAndGeneralAmt
Fundraising$849,672FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$657,254TotalAmt
Program Services$612,311ProgramServicesAmt
Management And General$31,478ManagementAndGeneralAmt
Fundraising$13,465FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$75,733,323TotalAmt
Program Services$67,768,752ProgramServicesAmt
Management And General$6,682,840ManagementAndGeneralAmt
Fundraising$1,281,731FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$51,847,594TotalAmt
Program Services$44,570,143ProgramServicesAmt
Management And General$3,831,773ManagementAndGeneralAmt
Fundraising$3,445,678FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$9,750,942TotalAmt
Program Services$7,024,424ProgramServicesAmt
Management And General$2,457,241ManagementAndGeneralAmt
Fundraising$269,277FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$42,635,656TotalAmt
Program Services$34,682,049ProgramServicesAmt
Management And General$6,366,763ManagementAndGeneralAmt
Fundraising$1,586,844FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$82,388,634TotalAmt
Program Services$76,569,993ProgramServicesAmt
Management And General$5,571,476ManagementAndGeneralAmt
Fundraising$247,165FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,260,459TotalAmt
Program Services$979,063ProgramServicesAmt
Management And General$281,396ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Food and entertainment$55,633,496$42,717,302$5,561,840$7,354,354
Investment Office expenses$22,286,038$22,286,038
Library books and serials$14,173,084$14,173,084
Study abroad program tuition and student allowance expenses$4,872,447$4,872,447

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,539,988TotalAmt
Program Services$9,164,465ProgramServicesAmt
Management And General$897,158ManagementAndGeneralAmt
Fundraising$1,478,365FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,679,035,974TotalAmt
Program Services$1,383,695,369ProgramServicesAmt
Management And General$241,433,333ManagementAndGeneralAmt
Fundraising$53,907,272FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$80,254,997BOYAmt
EOY$75,657,771EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$526,991,209BOYAmt
EOY$578,440,842EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$44,237,419BOYAmt
EOY$60,251,501EOYAmt

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$29,390,921BOYAmt
EOY$25,364,728EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$7,723,061BOYAmt
EOY$6,484,573EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$32,149,728BOYAmt
EOY$28,712,156EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,278,001,592LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$877,662,356LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,182,862,104BOYAmt
EOY$2,400,339,236EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,672,154,926BOYAmt
EOY$2,691,729,572EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,317,819,358BOYAmt
EOY$10,695,617,242EOYAmt

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$38,541,817BOYAmt
EOY$5,703,295EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,938,580,253BOYAmt
EOY$16,574,755,629EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$226,049,126BOYAmt
EOY$182,058,229EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$7,350,000BOYAmt
EOY$44,050,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$92,334,159BOYAmt
EOY$121,763,411EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$160,577,742BOYAmt
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$45,457,625BOYAmt
EOY$44,551,449EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$660,000,000BOYAmt
EOY$1,060,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,921,400,191BOYAmt
EOY$1,994,081,919EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,113,168,843BOYAmt
EOY$3,454,395,008EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,212,906,469BOYAmt
EOY$5,844,128,807EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,313,070,680BOYAmt
EOY$4,775,374,700EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,299,434,261BOYAmt
EOY$2,500,857,114EOYAmt

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$11,825,411,410BOYAmt
EOY$13,120,360,621EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,938,580,253BOYAmt
EOY$16,574,755,629EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$863,282,973ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$387,246,923NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$44,419,315OtherChangesInNetAssetsAmt
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$487,128,943CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$559,195,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$571,970,426CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$472,008,270CurrentTaxYearMinus1YearAmt
Current Tax Year$604,423,145CurrentTaxYearAmt
Total$2,694,726,243TotalAmt

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$487,128,943CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$559,195,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$571,970,426CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$472,008,270CurrentTaxYearMinus1YearAmt
Current Tax Year$604,423,145CurrentTaxYearAmt
Total$2,694,726,243TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$2,694,726,243PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171,385,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$158,770,511CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$131,216,819CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$146,567,877CurrentTaxYearMinus1YearAmt
Current Tax Year$123,612,928CurrentTaxYearAmt
Total$731,553,261TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,210,565CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,785,572CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,584,469CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,602,939CurrentTaxYearMinus1YearAmt
Current Tax Year$2,563,083CurrentTaxYearAmt
Total$29,746,628TotalAmt
FieldValueIRS element (for citing)
Total Support$3,456,026,132TotalSupportAmt
Gross Receipts Rltd Activities$4,420,911,813GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7797PublicSupportCY170Pct
Public Support PY1700.7589PublicSupportPY170Pct
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 - 6210565.0, COLUMN B - 6785572.0, COLUMN C - 8584469.0, COLUMN D - 5602939.0, COLUMN E - 2563083.0, COLUMN F - 29746628.0;ExplanationTxt

Schedule B IRS990ScheduleB

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$406,296FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$406,296FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,379,896,280FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,380,302,576FilingOrganizationsTotalAmt
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$421,200CurrentYearMinus3Amt
Current Year Minus2$358,461CurrentYearMinus2Amt
Current Year Minus1$346,592CurrentYearMinus1Amt
Current Year$406,296CurrentYearAmt
Total$1,532,549TotalAmt

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 Held76DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$19,979,065DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$4,969,777DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$63,583,126DonorAdvisedFundsVlEOYAmt
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,959,050,707BeginningYearBalanceAmt
Contributions$211,220,228ContributionsAmt
Investment Earnings Or Losses$1,317,009,930InvestmentEarningsOrLossesAmt
Grants Or Scholarships$95,629,513GrantsOrScholarshipsAmt
Other Expenditures$202,554,930OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$8,189,096,422EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.395BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.223PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.382TermEndowmentBalanceEOYPct
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$46,602,461OtherCostOrOtherBasisAmt
Book Value$55,902,461BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$63,714,867InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,421,200,954OtherCostOrOtherBasisAmt
Depreciation$593,181,324DepreciationAmt
Book Value$1,891,734,497BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,066,821OtherCostOrOtherBasisAmt
Depreciation$5,961,895DepreciationAmt
Book Value$28,104,926BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$374,799InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$347,407,520OtherCostOrOtherBasisAmt
Depreciation$193,169,708DepreciationAmt
Book Value$154,612,611BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$5,455InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$355,328,715OtherCostOrOtherBasisAmt
Depreciation$85,349,429DepreciationAmt
Book Value$269,984,741BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,400,339,236TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value-$164,303BookValueAmt
Method ValuationFMethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$7,327,153BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Short-term investments$219,256,725F
Public equities - U.S.$588,829,711F
Public equities - Non-U.S.$1,882,389,200F
Public equities - Long/short strategies$996,194,932F
Private equity$3,949,317,328F
Opportunistic$1,587,788,410F
Core diversifiers$749,134,466F
Fixed income$631,167,882F
Defined benefit pension plan assets$84,375,738F
FieldValueIRS element (for citing)
Total Book Value Securities$10,695,617,242TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
Short-term borrowing$151,475,393
Government advances for student loans$18,736,167
Liabilities associated with investments$1,474,606,448
Obligations under split-interest agreements$185,098,414
Conditional asset retirement obligations$25,330,367
Pension and other accrued postretirement benefits$102,899,330
Debt-related derivative instruments$14,493,382
Student organization funds and other deposits$5,804,509
Self-insurance reserves$5,063,759
Other liabilities$10,574,150
FieldValueIRS element (for citing)
Total Liability$1,994,081,919TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,578,064,224TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$387,246,923NetUnrealizedGainsInvstAmt
Other Revenue-$290,558,211OtherRevenueAmt
Revenue Not Reported$96,688,712RevenueNotReportedAmt
Revenue Subtotal$2,481,375,512RevenueSubtotalAmt
Investment Expenses Not Incld$61,604,775InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$661,340OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$60,943,435RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,542,318,947TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,283,115,013TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$661,340OtherExpensesIncludedAmt
Expenses Not Reported$661,340ExpensesNotReportedAmt
Expenses Subtotal$1,282,453,673ExpensesSubtotalAmt
Investment Expenses Not Incld2$61,604,775InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$334,977,526OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$396,582,301ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,679,035,974TotalExpensesPerForm990Amt

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 and board discounts - -5184125 Net gain on debt-related derivative instruments - 4424324 Net pension and postretirement benefits-related changes - 28793260 Capital asset contribution to religious affiliate - -29300000 Change in value of split-interest agreements - 6289121 Other non-operating changes in net assets - 4912610
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsDirect expenses of fundraising events - -626973 Direct expenses from gaming activities - -34367
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Direct expenses of fundraising events - 626973 Direct expenses from gaming activities - 34367
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 discounts - 5184125 Capital asset contribution to religious affiliate - 29300000

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 (71 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanInvestments$3,912,612,957
East Asia and the PacificInvestments$226,464,651
Europe (Including Iceland and Greenland)Investments$993,254,076
Middle East and North AfricaInvestments$3,706,308
North America (Canada & Mexico only)Investments$173,329,209
Russia and Neighboring StatesInvestments$24,003,635
South AmericaInvestments$7,679,534
South AsiaInvestments$281,366,465
Sub-Saharan AfricaInvestments$273,098,553
East Asia and the PacificProgram Services$2,114,76214International Study Program
Europe (Including Iceland and Greenland)Program Services$24,009,374593International Study Program
Middle East and North AfricaProgram Services$842,21115International Study Program
North America (Canada & Mexico only)Program Services$321,3652International Study Program
Russia and Neighboring StatesProgram Services$113,708International Study Program
South AmericaProgram Services$777,96325International Study Program
South AsiaProgram Services$19,7101International Study Program
Sub-Saharan AfricaProgram Services$172,083International Study Program
Central America and the Caribbean,Investment Operations$6,158,837
East Asia and the Pacific,Investment Operations$119,242
Europe (Including Iceland and Greenland),Investment Operations$1,342,3032
North America (Canada & Mexico only),Investment Operations$2,172
South America,Investment Operations$8,898
South Asia,Investment Operations$50,667
Sub-Saharan Africa,Investment Operations$4,018,349
Central America and the CaribbeanFundraising$30,134
East Asia and the PacificFundraising$33,233
Europe (Including Iceland and Greenland)Fundraising$69,455
Middle East and North AfricaFundraising$15,302
North America (Canada & Mexico only)Fundraising$73,913
South AmericaFundraising$38,505
Central America and the CaribbeanProgram Services$183,6691Instruction
Central America and the CaribbeanProgram Services$5,689Management & General
Central America and the CaribbeanProgram Services$66,373214Other
Central America and the CaribbeanProgram Services$2,494,4425Research
East Asia and the PacificProgram Services$26,763Auxillary Enterprises
East Asia and the PacificProgram Services$654,085Instruction
East Asia and the PacificProgram Services$125,859Management & General
East Asia and the PacificProgram Services$236,447Other
East Asia and the PacificProgram Services$1,224,910Research
Europe (Including Iceland and Greenland)Program Services$122,098Auxillary Enterprises
Europe (Including Iceland and Greenland)Program Services$2,916,81710Instruction
Europe (Including Iceland and Greenland)Program Services$469,927Management & General
Europe (Including Iceland and Greenland)Program Services$1,443,973Other
Europe (Including Iceland and Greenland)Program Services$2,387,0725Research
Middle East and North AfricaProgram Services$2,327Auxillary Enterprises
Middle East and North AfricaProgram Services$147,170Instruction
Middle East and North AfricaProgram Services$44,174Management & General
Middle East and North AfricaProgram Services$85,800Other
Middle East and North AfricaProgram Services$1,002,991Research
North America (Canada & Mexico only)Program Services$37,884Auxillary Enterprises
North America (Canada & Mexico only)Program Services$447,767Instruction
North America (Canada & Mexico only)Program Services$36,778Management & General
North America (Canada & Mexico only)Program Services$218,2301Other
North America (Canada & Mexico only)Program Services$139,828Research
Russia and Neighboring StatesProgram Services$6,281Auxillary Enterprises
Russia and Neighboring StatesProgram Services$61,702Instruction
Russia and Neighboring StatesProgram Services$12,150Other
Russia and Neighboring StatesProgram Services$10,498Research
South AmericaProgram Services$6,695Auxillary Enterprises
South AmericaProgram Services$424,063Instruction
South AmericaProgram Services$106,112Management & General
South AmericaProgram Services$192,6901Other
South AmericaProgram Services$729,6345Research
South AsiaProgram Services$131,9543Instruction
South AsiaProgram Services$23,970Management & General
South AsiaProgram Services$84,9332Other
South AsiaProgram Services$236,562Research
Sub-Saharan AfricaProgram Services$310,4821Instruction
Sub-Saharan AfricaProgram Services$54,545Management & General
Sub-Saharan AfricaProgram Services$159,250Other
Sub-Saharan AfricaProgram Services$1,155,89819Research
FieldValueIRS element (for citing)
Subtotal Offices9SubtotalOfficesCnt
Subtotal Employees110SubtotalEmployeesCnt
Continuation Total Office3ContinuationTotalOfficeCnt
Continuation Total Employee59ContinuationTotalEmployeeCnt
Total Office12TotalOfficeCnt
Total Employee169TotalEmployeeCnt
Subtotal Spent$5,923,714,481SubtotalSpentAmt
Continuation Spent$30,361,585ContinuationSpentAmt
Total Spent$5,954,076,066TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (32 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
South Asiasee Part V$9,020Check/Wire
Middle East and North Africasee Part V$35,979Check/Wire
East Asia and the Pacificsee Part V$65,918Check/Wire
Sub-Saharan Africasee Part V$47,074Check/Wire
Central America and the Caribbeansee Part V$1,580,287Check/Wire
Central America and the Caribbeansee Part V$373,410Check/Wire
Europe (Including Iceland and Greenland)see Part V$32,400Check/Wire
Europe (Including Iceland and Greenland)see Part V$5,000Check/Wire
East Asia and the Pacificsee Part V$811,351Check/Wire
Europe (Including Iceland and Greenland)see Part V$366,232Check/Wire
Central America and the Caribbeansee Part V$181,078Check/Wire
Sub-Saharan Africasee Part V$395,978Check/Wire
Europe (Including Iceland and Greenland)see Part V$486,753Check/Wire
Sub-Saharan Africasee Part V$91,549Check/Wire
South Asiasee Part V$13,384Check/Wire
Europe (Including Iceland and Greenland)see Part V$22,315Check/Wire
Sub-Saharan Africasee Part V$39,060Check/Wire
Sub-Saharan Africasee Part V$114,037Check/Wire
South Asiasee Part V$12,250Check/Wire
South Asiasee Part V$65,342Check/Wire
Sub-Saharan Africasee Part V$38,723Check/Wire
Central America and the Caribbeansee Part V$96,395Check/Wire
Europe (Including Iceland and Greenland)see Part V$24,596Check/Wire
South Americasee Part V$580,266Check/Wire
Europe (Including Iceland and Greenland)see Part V$199,535Check/Wire
Middle East and North Africasee Part V$1,074,211Check/Wire
North America (Canada & Mexico only)see Part V$8,000Check/Wire
South Americasee Part V$67,809Check/Wire
Europe (Including Iceland and Greenland)see Part V$91,119Check/Wire
East Asia and the Pacificsee Part V$13,430Check/Wire
Europe (Including Iceland and Greenland)see Part V$57,449Check/Wire
Europe (Including Iceland and Greenland)see Part V$35,535Check/Wire
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org31TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (18 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Housing and Other AssistanceCentral America and the Caribbean1$1,800CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceEast Asia and the Pacific77$115,454CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceEurope (Including Iceland and Greenland)670$1,136,088CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceMiddle East and North Africa6$8,400CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceNorth America (Canada & Mexico only)26$28,845CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceRussia and Neighboring States2$1,680CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceSouth America49$36,920CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceSouth Asia1$7,000CHECK/WIRE/DIRECT DEPOSIT
Housing and Other AssistanceSub-Saharan Africa6$5,850CHECK/WIRE/DIRECT DEPOSIT
Prizes and AwardsEurope (Including Iceland and Greenland)3$249,692CHECK/WIRE/DIRECT DEPOSIT
Prizes and AwardsSouth Asia1$20CHECK/WIRE/DIRECT DEPOSIT
Research/TravelCentral America and the Caribbean4$28,133CHECK/WIRE/DIRECT DEPOSIT
Research/TravelEast Asia and the Pacific12$18,794CHECK/WIRE/DIRECT DEPOSIT
Research/TravelEurope (Including Iceland and Greenland)22$24,614CHECK/WIRE/DIRECT DEPOSIT
Research/TravelNorth America (Canada & Mexico only)6$2,590CHECK/WIRE/DIRECT DEPOSIT
Research/TravelRussia and Neighboring States1$1,451CHECK/WIRE/DIRECT DEPOSIT
Research/TravelSouth America1$700CHECK/WIRE/DIRECT DEPOSIT
Research/TravelSouth Asia3$34,914CHECK/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: HTTP://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: HTTP://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$553,790GrossReceiptsEvent1Amt
Charitable Contri Event1$150,460CharitableContriEvent1Amt
Gross Revenue Event1$403,330GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$22,224NonCashPrizesEvent1Amt
Rent Facility Costs Event1$420,968RentFacilityCostsEvent1Amt
Food And Beverage Event1$5,488FoodAndBeverageEvent1Amt
Entertainment Event1$3,117EntertainmentEvent1Amt
Other Direct Expenses Event1$38,248OtherDirectExpensesEvent1Amt
Event2Snite Christmas DinnerEvent2Nm
Gross Receipts Event2$144,850GrossReceiptsEvent2Amt
Charitable Contri Event2$125,710CharitableContriEvent2Amt
Gross Revenue Event2$19,140GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$1,775RentFacilityCostsEvent2Amt
Food And Beverage Event2$32,294FoodAndBeverageEvent2Amt
Entertainment Event2$500EntertainmentEvent2Amt
Other Direct Expenses Event2$12,068OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$133,070GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$133,070CharitableContriOtherEventsAmt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$3,380NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$0RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$34,742FoodAndBeverageOtherEventsAmt
Entertainment Other Events$5,729EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$46,440OthDirectExpnssOtherEventsAmt
Gross Receipts Total$831,710GrossReceiptsTotalAmt
Charitable Contributions Tot$409,240CharitableContributionsTotAmt
Gross Revenue Total Events$422,470GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$25,604NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$422,743RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$72,524FoodAndBeverageTotalEventsAmt
Entertainment Total Events$9,346EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$96,756OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$626,973DirectExpenseSummaryEventsAmt
Net Income Summary-$204,503NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Bingo$4,489GrossRevenueBingoAmt
Cash Prizes Bingo$4,340CashPrizesBingoAmt
Non Cash Prizes Bingo$270NonCashPrizesBingoAmt
Rent Facility Costs Bingo$0RentFacilityCostsBingoAmt
Other Direct Expenses Bingo$2,698OtherDirectExpensesBingoAmt
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$57,851GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$0CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming$9,784NonCashPrizesOtherGamingAmt
Rent Fclty Costs Other Gaming$0RentFcltyCostsOtherGamingAmt
Oth Direct Expnss Other Gaming$17,275OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$62,340GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$4,340CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming$10,054NonCashPrizesTotalGamingAmt
Rent Fclty Costs Total Gaming$0RentFcltyCostsTotalGamingAmt
Oth Direct Expnss Total Gaming$19,973OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$34,367DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$27,973NetGamingIncomeSummaryAmt
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 (239 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Adaptive Sports Center
PO Box 1639Crested ButteCO81224841063447501(c)(3)$100,000see Part IV
All Faiths Food Bank Inc
8171 Blaikie CtSarasotaFL34240650115814501(c)(3)$25,000see Part IV
Allentown Diocese
1515 MLK Jr DriveAllentownPA181051538464060526501(c)(3)$12,500see Part IV
American Cancer Society
250 Williams Street NWAtlantaGA30303131788491501(c)(3)$10,000see Part IV
American Heart Association
7272 Greenville AvenueDallasTX75231135613797501(c)(3)$5,000see Part IV
American Irish Historical Society
991 5th AvenueNew YorkNY10028131656636501(c)(3)$25,000see Part IV
American Red Cross
431 18th Street NWWashingtonDC20006530196605501(c)(3)$20,000see Part IV
Ara Parseghian Medl Res Fdn
215L Jordan HallNotre DameIN46556860775966501(c)(3)$8,850see Part IV
Archdiocese of Chicago
524 9th StreetWilmetteIL60091362171003501(c)(3)$275,000see Part IV
Archdiocese of San Francisco
1 Peter Yorke WaySan FranciscoCA94109510219028501(c)(3)$19,120see Part IV
Archdiocese of Washington
3500 Mass Ave NWWashingtonDC20007521214011501(c)(3)$10,000see Part IV
Assumptn of the Blessed Virgin Mary
4101 Old Bethleham PikeBethlehamPA18015231536963501(c)(3)$30,000see Part IV
Ball State University
2000 West University AvenueMuncieIN473061099356000221State of Indiana$9,016see Part IV
Basis Policy Research LLC
104R NC Highway 54 Suite 304CarrboroNC275105569270475968$41,250see Part IV
Beacon Health Foundation
615 N Michigan StreetSouth BendIN46601351536129501(c)(3)$10,000see Part IV
Bellesini Academy
PO Box 1021LawrenceMA01842043585445501(c)(3)$5,000see Part IV
Best Week Ever
321 E Walter StreetSouth BendIN46614273843043501(c)(3)$10,000see Part IV
Big BrothersBig Sisters
PO Box 1632South BendIN46634351172510501(c)(3)$5,000see Part IV
Bloomsburg University Foundation
50 E Main StreetBloomsburgPA17815237088491501(c)(3)$10,000see Part IV
Boston University
25 Buick StreetBostonMA022151301042103547501(c)(3)$62,018see Part IV
Boys & Girls Club Lewis Clark Valley
1021 Burrell AvenueLewistonID83501826001432501(c)(3)$6,510see Part IV
Brigham & Women's Hospital
Post Office Box 3887BostonMA022410001042312909501(c)(3)$133,170see Part IV
Broad Institute Inc
415 Main StreetCambridgeMA021421027263428781501(c)(3)$11,603see Part IV
Brothers of Holy Cross
PO Box 460Notre DameIN46556350868938501(c)(3)$25,000see Part IV
BuildOn
PO Box 16741StamfordCT06905223128648501(c)(3)$200,000see Part IV
California Institute of Technology
1200 East California BoulevardPasadenaCA911250001951643307501(c)(3)$38,131see Part IV
California Polytechnic Pomona Fdn
3801 West Temple AvenuePomonaCA917682557952417645501(c)(3)$11,483see Part IV
Camp Millhouse Inc
25600 Kelly RoadSouth BendIN46614350984031501(c)(3)$5,000see Part IV
Cardinal Glennon Foundation
3800 Park AvenueSaint LouisMO63110431754347501(c)(3)$10,000see Part IV
Carnegie Mellon University
Post Office Box 371032PittsburghPA152507032250969449501(c)(3)$78,745see Part IV
Case Western Reserve Univ
10900 Euclid Avenue Suite 615ClevelandOH441067037341018992501(c)(3)$33,561see Part IV
Catholic Campus Ministry Assn
330 W Vine StreetCincinnatiOH45215237191131501(c)(3)$5,000see Part IV
Catholic Charities SB
1817 Miami StreetSouth BendIN46613351038653501(c)(3)$5,000see Part IV
Catholic Charities Fort Worth
Post Office Box 15610Fort WorthTX761190610750808769501(c)(3)$29,897see Part IV
Catholic Charities of Archdiocese
987 Airway CourtSanta RosaCA95403942479393501(c)(3)$10,000see Part IV
Catholic Family Center
87 North Clinton AvenueRochesterNY146041458160743945501(c)(3)$41,264see Part IV
Celtic Charms Inc
671 Fort Plains RoadHowellNJ07731272039852501(c)(3)$60,000see Part IV
Ctr for Infectious Disease Research
307 Westlake Avenue NorthSeattleWA981095240910961784501(c)(3)$496,020see Part IV
Center for Open Science
210 Ridge McIntire RoadCharlottesvilleVA229035083461496217501(c)(3)$6,000see Part IV
Center for the Homeless
813 S Michigan StreetSouth BendIN46601351768544501(c)(3)$89,500see Part IV
Changing Leads Foundation
287 Davis Avenue Apt CGreenwichCT06830472192457501(c)(3)$10,000see Part IV
City of Mishawaka
600 East Third StreetMishawakaIN46544356001115City - Mishawaka$5,821see Part IV
City of Rochester
30 Church StreetRochesterNY146141290166002551City-Rochester$13,028see Part IV
City of South Bend
227 West Jefferson Blvd Suite 1400South BendIN46601356001201City - South Bend$32,015see Part IV
Cold Spring Harbor Laboratory
1 Bungtown RoadCold Spring HarborNY117242202112013303$20,000see Part IV
College of William and Mary
Post Office Box 8795WilliamsburgVA231878795546001718State of Virginia$46,241see Part IV
Columbia University
615 West 131st StreetNew YorkNY100277922135598093501(c)(3)$332,536see Part IV
Community Action Committee
219 North 6th StreetAllentownPA18102231669589501(c)(3)$5,000see Part IV
Compassion Health Toledo
1638 Broadway StreetToledoOH43609473197108501(c)(3)$5,000see Part IV
Conexus Indiana
111 Monument Circle Suite 1800IndianapolisIN46204352065459501(c)(6)$9,522see Part IV
Congregation of Holy Cross
Post Office Box 460Notre DameIN46556320344245501(c)(3)$10,000,000see Part IV$29,300,000FMVBuilding
Cornell University
Post Office Box 22IthacaNY148510022150532082501(c)(3)$692,992see Part IV
Cultivate Culinary School
701 N Niles AvenueSouth BendIN46617813306113501(c)(3)$5,000see Part IV
Cure Alzheimer's Fund
34 Washington Street Suite 200Wellesley HillsMA02481522396428501(c)(3)$250,000see Part IV
Dartmouth College
9 Maynard StreetHanoverNH037553565020222111501(c)(3)$428,943see Part IV
Dartmouth-Hitchcock Health
1 Medical Center DriveLebanonNH03756264812335501(c)(3)$25,000see Part IV
Dawn Brancheau Foundation Inc
9030 Via Bella NotteOrlandoFL32836273700500501(c)(3)$10,000see Part IV
Declan Drumm Sullivan Mem Fund
3539 Long Grove RoadLong GroveIL60047276886934501(c)(3)$70,000see Part IV
DePaul University
1 East Jackson BoulevardChicagoIL606042287362167048501(c)(3)$60,270see Part IV
Diocese of Buffalo Dept of Ed
795 Main StreetBuffaloNY14203160743984501(c)(3)$65,000see 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)$10,000see Part IV
Don Bosco Community Center
22 Don Bosco PlacePort ChesterNY10573208204907501(c)(3)$10,000see Part IV
Duke University
Post Office Box 602651CharlotteNC282602651560532129501(c)(3)$110,716see Part IV
Early Childhood Development Center
10 Child Care CenterNotre DameIN46556311188922501(c)(3)$200,000see Part IV
Elevate Ventures Inc
50 E 91st Street Suite 213IndianapolisIN46240274118692501(c)(3)$75,000see Part IV
Emory University
Post Office Box 935084AtlantaGA311935084580566256501(c)(3)$6,780see Part IV
enFocus Inc
506 W South Street Suite 100South BendIN46601455638209501(c)(3)$707,500see Part IV
Eye to Eye
50 Broad Street Suite 1702New YorkNY10004510570498501(c)(3)$205,000see Part IV
Family Health International
359 Blackwell StreetDurhamNC277012477237413005501(c)(3)$44,882see 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)$25,761see Part IV
Food Bank of Western New York
91 Holt StreetBuffaloNY14206222470820501(c)(3)$5,000see Part IV
Forging Industry Educ & Research
1111 Superior Avenue E Suite 615ClevelandOH44114346556992501(c)(3)$15,000see Part IV
Fdn of the Roman Catholic Diocese
795 Main StreetBuffaloNY14203161517131501(c)(3)$75,000see Part IV
George Washington University
45155 Research PlaceAshburnVA201472692530196584501(c)(3)$44,675see Part IV
Georgia Tech Research Corp
Post Office Box 100117AtlantaGA303840117580603146State of Georgia$500,358see Part IV
Global Genes
28 Argonaut Suite 150Aliso ViejoCA92656263331487501(c)(3)$5,000see Part IV
Greater Kansas City Community Fdn
1055 Broadway Blvd Suite 130Kansas CityMO64105431152398501(c)(3)$70,000see Part IV
Habitat for Humanity
402 E South StreetSouth BendIN46601311196894501(c)(3)$50,000see Part IV
Hannah's House
410 South Spring StreetMishawakaIN46544351871289501(c)(3)$28,101see Part IV
Harvard University
Post Office Box 415649BostonMA022415649042103580501(c)(3)$17,889see Part IV
Heisman Trophy Trust
111 Broadway Suite 103ANew YorkNY10006137052079501(c)(3)$6,000see Part IV
History of Science Society
440 Geddes Hall UNDNotre DameIN46556526050324501(c)(3)$50,774see Part IV
Holy Cross Catholic Church
920 Wilber StreetSouth BendIN46628350992113501(c)(3)$10,000see Part IV
Holy Cross College
54515 State Road 933 NorthNotre DameIN46556351148835501(c)(3)$50,000see Part IV
Holy Cross Missions
102 Moreau SeminaryNotre DameIN46556526044122501(c)(3)$229,000see Part IV
Holy Cross School
1020 Wilber StreetSouth BendIN46628350992113501(c)(3)$7,000see Part IV
Holy Ground Shelter for Homeless
200 W 20th StreetRiviera BeachFL33404263342975501(c)(3)$10,000see Part IV
Holy Trinity Catholic Church
1600 Corporate DriveLadera RanchCA92694202747543501(c)(3)$25,000see Part IV
Hospice Foundation
501 Comfort PlaceMishawakaIN46545300433147501(c)(3)$10,000see Part IV
Hugo House
1021 Columbus StreetSeattleWA98104911718383501(c)(3)$12,500see Part IV
Illinois Institute of Technology
7562 Solutions CenterChicagoIL606770001352170136501(c)(3)$173,206see Part IV
Imagination Library
111 Dollywood LanePigeon ForgeTN37863621348105501(c)(3)$20,000see Part IV
Indiana University
509 E 3rd StBloomingtonIN47401356001673State of Indiana$444,719see Part IV
Indiana University Foundation
PO Box 500BloomingtonIN47402356018940501(c)(3)$100,000see Part IV
International Computer Science Inst
1947 Center Street Suite 600BerkeleyCA947041159943024996$32,614see Part IV
Iowa State University
221 Wanda Daley DriveAmesIA50011426004224501(c)(3)$71,759see Part IV
James Madison University
2002 Alumni DriveHarrisonburgVA22807546001756501(c)(3)$318,387see Part IV
JEM Friends
1111 S Orchard St Suite 106BoiseID83705263698056501(c)(3)$5,000see Part IV
Johns Hopkins University
3400 N Charles StBaltimoreMD21218520595110501(c)(3)$717,786see Part IV
Johnson & Johnson
1125 Bear Tavern RoadTitusvilleNJ085601504221024240$39,900see Part IV
Joyful Heart Foundation
32 West 22nd Street 4th FloorNew YorkNY10010721519537501(c)(3)$25,000see Part IV
Kansas State University
2323 Anderson Avenue Ste 600ManhattanKS66502480771751501(c)(3)$7,086see Part IV
Kelly Cares Foundation
1251 N Eddy Street Suite 200South BendIN46617263591070501(c)(3)$35,000see Part IV
Kitchi Gammi Club Foundation
831 East Superior StreetDuluthMN55802351663615501(c)(3)$25,000see Part IV
La Casa de Amistad
746 S Meade StreetSouth BendIN46619351350013501(c)(3)$5,000see Part IV
Little Traverse Conservancy
3264 Powell RoadHarbor SpringsMI49740237267810501(c)(3)$20,000see Part IV
Logan Community Resources
51960 Gumwood RdGrangerIN46530350965639501(c)(3)$55,997see Part IV
Loyola University Chicago
820 North Michigan AvenueChicagoIL606112196361408475501(c)(3)$294,022see Part IV
Lumen Christi Institute
1220 E 58th StreetChicagoIL60637364191992501(c)(3)$5,000see Part IV
Manhattan College
4513 Manhattan ParkwayRiverdaleNY10471131740468501(c)(3)$25,000see Part IV
Mary's Shelter Cay Galgon Center
615 Kenhorst BoulevardReadingPA19611232722494501(c)(3)$7,500see Part IV
Massachusetts Inst of Technology
77 Massachusetts AvenueCambridgeMA021394307042103594501(c)(3)$12,000see Part IV
Mathematica Policy Research
Post Office Box 2393PrincetonNJ085432393222112296$89,796see Part IV
Mayo Clinic
200 First St SWRochesterMN55902416011702501(c)(3)$25,000see Part IV
MBA Veterans Network
27 N Upper Wacker Drive 908ChicagoIL60606462619200$7,950see Part IV
Melanoma Research Foundation
1411 K Street NW Suite 800WashingtonDC20005760514428501(c)(3)$10,000see Part IV
Michigan State University
426 Auditorium Rd Rm 2East LansingMI488242612386005984State of Michigan$214,553see Part IV
Mike McCoy Ministries
PO Box 3472Ponte VedraFL32004237396142501(c)(3)$5,000see Part IV
Minnesota Ballet
301 West 1st Street 800DuluthMN55802416055588501(c)(3)$50,000see Part IV
Misericordia-Heart of Mercy Center
6300 North RidgeChicagoIL60660362170153501(c)(3)$25,000see Part IV
Montana State University
309 Montana HallBozemanMT597172470816010045State of Montana$215,438see Part IV
Moravian Theological Seminary
1200 Main StreetBethlehamPA18018240795460501(c)(3)$10,000see Part IV
MZA Associates Corporation
2021 Girard Boulevard SEAlbuquerqueNM871063140850400557$165,990see Part IV
NASA Shared Services Center
Bldg 1111 Jerry Hlass RoadStennis Space CenterMS39529340715724Federal$180,722see Part IV
National Catholic College Admission
PO Box 267New AlbanyOH43054222811383501(c)(3)$5,000see Part IV
National Football Foundation
433 Las Colinas Blvd E Suite 1130IrvingTX75039221508812501(c)(3)$8,000see Part IV
National Institutes of Health
2115 E Jefferson St MSC 8500BethesdaMD208928500520859115Federal$60,954see Part IV
New York University
Post Office Box 5166New YorkNY10087135562308501(c)(3)$127,500see Part IV
NORC
55 East Monroe StreetChicagoIL606035820362167808501(c)(3)$301,621see Part IV
Norfolk State University Foundation
700 Park Avenue HBW Suite 410NorfolkVA23504237235954501(c)(3)$25,000see Part IV
Northeastern University
360 Huntington AveBostonMA02115041679980501(c)(3)$5,000see Part IV
Northern Jet Management Inc
Post Office Box 888380Grand RapidsMI495888380383261631$560,570see Part IV
Northwestern University
633 Clark StreetEvanstonIL602080001362167817501(c)(3)$88,771see Part IV
Notre Dame Seminary
2901 South Carrollton AveNew OrleansLA701184391720428008501(c)(3)$54,493see Part IV
Ohio State University
1960 Kenny RoadColumbusOH432101016316025986State of Ohio$364,154see Part IV
Ohio University
Post Office Box 960AthensOH457010960316402113501(c)(3)$9,977see Part IV
Oklahoma State University
Post Office Box 645StillwaterOK740760645736017987State of Oklahoma$24,751see Part IV
Omaha Performing Arts Society
1200 Douglas StreetOmahaNE68102470832480501(c)(3)$416,668see Part IV
Oregon State University
312 Kerr Administration BldgCorvallisOR97331611730890State of Oregon$174,672see Part IV
Part of the Solution (POTS)
2759 Webster AvenueBronxNY10458133425071501(c)(3)$10,000see Part IV
Pennsylvania State University
227 West Beaver AvenueState CollegePA168014842246000376State of PA$438,742see Part IV
Pew Charitable Trusts
901 E Street NorthwestWashingtonDC200042037562307147501(c)(3)$25,000see Part IV
Princeton University
701 Carnegie CenterPrincetonNJ085406242210634501501(c)(3)$24,828see Part IV
Purdue University
610 Purdue MallWest LafayetteIN47907356002041State of Indiana$1,475,603see Part IV
Queen Elizabeth II Sept 11th Garden
11 Hanover Square Floor 12New YorkNY10005113681365501(c)(3)$10,000see Part IV
Research Foundation of CUNY
230 West 41st StreetNew YorkNY100367207131988190501(c)(3)$8,560see Part IV
Research Foundation of SUNY
Post Office Box 9AlbanyNY122010009141368361501(c)(3)$80,020see Part IV
Rick Herrema Foundation
PO Box 87146FayettevilleNC28304471633525501(c)(3)$5,000see Part IV
Right to Life
2004 Ironwood Circle Suite 130South BendIN46635310935278501(c)(4)$5,000see Part IV
Riverbend Cancer Services
3516 E Jefferson BoulevardSouth BendIN46615350872359501(c)(3)$10,000see Part IV
Roman Catholic Fdn of Easter
12 Archbishop May DriveSt LouisMO63119463309222501(c)(3)$5,000see Part IV
Ronald McDonald House
4707 Bengal StreetDallasTX75235751609401501(c)(3)$31,250see Part IV
Rutgers The State Univ of NJ
33 Knightsbridge RoadPiscatawayNJ08854226001086State of New Jersey$151,220see Part IV
Salvation Army of Duluth Minn
215 S 27th Avenue WDuluthMN55806362167910501(c)(3)$120,000see Part IV
Scholarship America
7900 International Dr Ste 500MinneapolisMN55425042296967501(c)(3)$15,000see Part IV
Scholarship Fdn of St Joseph
PO Box 1602South BendIN46634356042497501(c)(3)$5,000see Part IV
Schwab Charitable Fund
211 Main StreetSan FranciscoCA94105311640316501(c)(3)$50,000see Part IV
Scripps Research Institute
10550 North Torrey Pines RoadLa JollaCA920371000330435954501(c)(3)$60,000see Part IV
SDSN Association Inc
475 Riverside Drive Suite 825New YorkNY10115473511012501(c)(3)$100,000see Part IV
Sisters of the Holy Cross
407 Bertrand Hall - St MarysNotre DameIN465565000350868159501(c)(3)$15,000see Part IV
Skagit River Poetry Foundation
PO Box 238La ConnerWA98257900931572501(c)(3)$5,000see Part IV
South Bend Alumni Association
215 S St Joseph StreetSouth BendIN46601351674506501(c)(3)$5,000see Part IV
South Bend Symphony Orchestra
127 N Michigan StreetSouth BendIN46601356042189501(c)(3)$20,000see Part IV
Special Camps for Special Kids
2929 Carlisle Street Suite 355DallasTX75204752205242501(c)(3)$10,000see Part IV
St Adalbert's School
519 S Olive StreetSouth BendIN46619351095958501(c)(3)$12,000see Part IV
St Ann Catholic School
310 North Olive AvenueWest Palm BeachFL33401596001732501(c)(3)$36,000see Part IV
St Catherine of Sienna Church
1310 Bayswater AvenueBurlingameCA94010941156714501(c)(3)$5,000see Part IV
St Clare of Assissi
15642 Clayton RoadEllisvilleMO63011430792494501(c)(3)$10,000see Part IV
St John the Evangelist Catholic
602 W Ajo WayTucsonAZ85713860144077501(c)(3)$98,000see Part IV
St Joseph County
227 West Jefferson BlvdSouth BendIN46601356000194County-St Joe County$19,791see Part IV
St Joseph County Parks Dept
50651 Laurel RoadSouth BendIN46637351459569501(c)(3)$7,500see 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)$109,000see Part IV
St Mathias Apostle School
9473 Annapolis RoadLanhamMD20706520780162501(c)(3)$6,200see Part IV
Stanford University
Post Office Box 44253San FranciscoCA941444253941156365501(c)(3)$674,490see Part IV
Summits Education
250 Summer StreetBostonMA022101151472768711501(c)(3)$99,839see Part IV
Superior Douglas Cty Family YMCA
9 N 21st StreetSuperiorWI54880390813468501(c)(3)$60,000see Part IV
Texas Biomedical Research Inst
Post Office Box 760549San AntonioTX782450549741109630501(c)(3)$147,400see Part IV
The BISON Fund
PO Box 1134BuffaloNY14205161477288501(c)(3)$135,000see Part IV
The History Museum
808 W Washington StreetSouth BendIN46601351124156501(c)(3)$15,000see Part IV
The Hole in the Wall Gang Fund
555 Long Warf DriveNew HavenCT06511061157655501(c)(3)$10,000see Part IV
The Hopewell Fund
1201 Connecticut Ave NWWashingtonDC20036473681860501(c)(3)$50,000see Part IV
The Innovation Foundation
600 W Chicago AvenueChicagoIL60654800633175501(c)(3)$55,000see Part IV
Thomistic Inst at Dominican House
487 Michigan AvenueWashingtonDC20017536016922501(c)(3)$10,000see Part IV
Tip of the Mitt
426 Bay StreetPetoskeyMI49770382361745501(c)(3)$10,000see Part IV
Uganda Farmers Inc
31 Cherry Street Apt 109MilfordCT06460061827129501(c)(3)$5,000see Part IV
United States Geological Survey
Post Office Box 71362PhiladelphiaPA191761362530196958Federal$15,600see Part IV
Univ Corp for Atmospheric Research
Post Office Box 3000BoulderCO803073000742439386501(c)(3)$126,727see Part IV
University of Akron
Office of ResearchAkronOH443250001346002924State of Ohio$60,442see Part IV
University of Alabama
Box 870136TuscaloosaAL354870001636001138501(c)(3)$67,049see Part IV
University of Arizona
1303 E University Blvd Box 3TucsonAZ85719742652689State of Arizona$45,071see Part IV
University of California-Berkeley
2195 Hearst AvenueBerkeleyCA947201103946002123State of California$395,184see Part IV
University of California-Davis
Post Office Box 989062West SacramentoCA957989062946036494State of California$1,333,749see Part IV
University of California-Irvine
5212 Donal Bren HallIrvineCA925973440952226406State of California$419,232see Part IV
University of California-Los Angeles
1125 Murphy HallLos AngelesCA900957089956006143State of California$15,143see Part IV
University of California-San Diego
9500 Gilman DriveLa JollaCA920935004956006144State of California$750,395see Part IV
University of California-SB
SAASB Building Room 1212Santa BarbaraCA931062003956006145State of California$430,024see Part IV
University of California-Santa Cruz
1156 High StreetSanta CruzCA95064941539563State of California$23,000see Part IV
University of Chicago
6054 South Drexel AvenueChicagoIL60637362177139501(c)(3)$249,623see Part IV
University of Colorado Foundation
1800 N Grant Street Suite 725DenverCO80203846049811501(c)(3)$35,000see Part IV
University of Colorado-Boulder
2010 Willard Loop DriveBoulderCO80309846000555State of Colorado$202,709see Part IV
University of Colorado-Denver
1201 Larimer StreetDenverCO80204846000555State of Colorado$9,466see Part IV
University of Florida
Post Office Box 113001GainesvilleFL326110001453624124501(c)(3)$88,404see Part IV
University of Illinois
28395 Network PlaceChicagoIL606731283376000511State of Illinois$425,981see Part IV
University of Iowa
118 South Clinton StreetIowa CityIA522404045426004813State of Iowa$118,595see Part IV
University of Kansas Ctr for Res
2385 Irving Hill RoadLawrenceKS660450001480680117501(c)(3)$6,026see Part IV
University of Kentucky
410 Administration DriveLexingtonKY40506616033693State of Kentucky$60,179see Part IV
University of Maryland
4101 Chesapeake BuildingCollege ParkMD20742526002033State of Maryland$28,552see Part IV
University of Michigan
500 S State StreetAnn ArborMI48109386006309State of Michigan$254,156see Part IV
University of Minnesota
Post Office Box 1450MinneapolisMN554850001416007513State of Minnesota$420,273see Part IV
University of Pennsylvania
2451 Walnut StreetPhiladelphiaPA191034330231352685501(c)(3)$110,366see Part IV
University of Pittsburgh
Post Office Box 371220PittsburghPA152507220250965591State of PA$119,680see Part IV
University of San Diego
5998 Alcala ParkSan DiegoCA921102492952544535501(c)(3)$21,468see Part IV
University of Tennessee
210 Student Services BldgKnoxvilleTN379960001626001636State of Tennessee$230,724see Part IV
University of Texas at Austin
Post Office Box 7159AustinTX787137159746000203State of Texas$269,148see Part IV
University of Texas at Tyler
3900 University BoulevardTylerTX757990001751396988State of Texas$27,245see Part IV
University of Texas Dallas
800 West Campbell RoadRichardsonTX750803021751305566State of Texas$611,337see Part IV
University of Utah
201 Presidents Circle Rm 406Salt Lake CityUT841129020876000525State of Utah$115,356see Part IV
University of Virginia
Post Office Box 400195CharlottesvilleVA229044195546001796State of Virginia$99,400see Part IV
University of Washington
12455 Collections DriveChicagoIL606930001916001537State of Washington$162,075see Part IV
University of Wisconsin
222 West Washington AveMadisonWI537032775396006492State of Wisconsin$26,997see Part IV
US Conf of Catholic Bishops
3211 Wth Street NEWashingtonDC20017530196617501(c)(3)$25,000see Part IV
Vanderbilt University
2301 Vanderbilt PlaceNashvilleTN37235620476822501(c)(3)$20,000see Part IV
Villanova University
800 East Lancaster AvenueVillanovaPA190851478231352688501(c)(3)$65,052see Part IV
Virginia Polytech Inst & State Univ
300 Turner Street Suite 4200BlacksburgVA24061546001805State of Virginia$85,677see Part IV
Wake Forest University
Post Office Box 7201Winston SalemNC271096226560532138501(c)(3)$30,037see Part IV
Walk Into Life and Learn Fdn
PO Box 1083BeniciaCA94510455386817501(c)(3)$5,000see Part IV
Washington State University
Post Office Box 641025PullmanWA991641025916001108501(c)(3)$42,698see Part IV
Washington University St Louis
700 Rosedale AvenueSt LouisMO631121408430653611501(c)(3)$133,271see Part IV
Western Washington University
516 High StreetBellinghamWA982255950916000562State of Washington$22,376see Part IV
WNIT Public Television
300 W JeffersonSouth BendIN46601351155594501(c)(3)$10,000see Part IV
Women's Care Center
360 N Notre Dame AvenueSouth BendIN46617383651599501(c)(3)$290,000see Part IV
Word FM
PO Box 186SellersvillePA18960232809815501(c)(3)$10,000see Part IV
World Servants
7132 Portland AvenueRichfieldMN55423592707198501(c)(3)$10,000see Part IV
Wright State University
3640 Colonel Glenn HighwayDaytonOH454350002310732631State of Ohio$54,455see Part IV
Yale University
Post Office Box 1873New HavenCT065081873060646973501(c)(3)$79,333see Part IV
Youth Services Bureau
2222 Lincoln Way WestSouth BendIN46638311174910501(c)(3)$5,000see Part IV
FieldValueIRS element (for citing)
Total501c3 Org231Total501c3OrgCnt
Total Other Org8TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Tuition Scholarships, Fellowships, and Room and Board Discounts8311$305,677,524
Athletics Grant-in-Aid406$1,538,674
Housing and Other Assistance534$693,327
Prizes and Awards1236$2,394,652
Research/Travel Grant3385$4,043,386

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 (15 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
John F Affleck-Graves PhD
Executive VP & Trustee$676,526$0$0$0$43,511$0$160,170$0$19,143$0$899,350$0$0$0
Thomas G Burish PhD
Provost & Trustee$507,733$0$0$0$26,236$0$343,332$0$18,103$0$895,404$0$0$0
Rev John I Jenkins CSC PhD
President & Trustee$923,994$0$0$0$94,007$0$0$0$68,105$0$1,086,106$0$0$0
Rev Timothy R Scully CSC
Professor & Trustee$184,516$0$0$0$18,560$0$0$0$15,996$0$219,072$0$0$0
Rev Austin Collins CSC
Professor & Trustee$150,847$0$0$0$15,365$0$0$0$15,996$0$182,208$0$0$0
Rev Paul V Kollman CSC
Professor and Trustee$128,484$0$0$0$13,111$0$0$0$87,823$0$229,418$0$0$0
Rev William M Lies CSC
VP Mission Engmt & Trustee$211,796$0$0$0$22,167$0$0$0$15,996$0$249,959$0$0$0
Marianne Corr JD
VP & General Counsel$563,826$0$0$0$31,026$0$27,000$0$8,624$0$630,476$0$0$0
Scott C Malpass MBA
VP & Chief Investment Officer$1,075,834$0$8,931,278$0$83,109$0$27,000$0$8,026$0$10,125,247$0$5,622,813$0
John B Swarbrick Jr
Athletic Director$1,061,380$0$250,000$0$115,298$0$227,000$0$34,433$0$1,688,111$0$0$0
Michael P Brey
Head Coach, Basketball$971,928$0$140,874$0$99,934$0$27,000$0$16,964$0$1,256,700$0$0$0
Michael D Donovan MBA JD
Managing Director, Invest.$612,828$0$3,781,815$0$34,390$0$27,000$0$8,361$0$4,464,394$0$2,332,998$0
Brian Kelly
Head Coach, Football$1,292,804$0$150,000$0$159,005$0$27,000$0$36,211$0$1,665,020$0$0$0
Muffet McGraw
Head Coach, Basketball$1,128,507$0$272,098$0$117,338$0$27,000$0$16,820$0$1,561,763$0$0$0
Michael Elko
Defensive Coordinator Football$924,832$0$10,904$0$494,666$0$27,000$0$28,974$0$1,486,376$0$0$0

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part II Compensation of the Congregation of Holy Cross, United States Province, Inc.a. There are amounts listed on Form 990, Part VII, in Columns D-F , as well as the amounts listed on Schedule J, Part II, Columns B-F for members of the Holy Cross religious order (Fr. John Jenkins, Fr. Austin Collins, Fr. William Lies, Fr. Paul Kollman and Fr. Timothy Scully). The amounts listed are paid directly to their religious order, Congregation of Holy Cross, United States Province, Inc., rather than to these individuals. b. Fr. Timothy Scully, Fr. Paul Kollman, Fr. William Lies and Fr. Austin Collins are members of the Congregation of Holy Cross, United States Province, Inc. religious order and received no compensation for their participation as Trustees of the University. However Fr. Scully, Fr. Kollman, Fr. Lies and Fr. Collins are also faculty and staff members of the University. As a result of these faculty and staff positions (and not their positions as Trustees), they received the compensation indicated above, which was paid directly to their religious order. Similarly, Fr. John Jenkins received his compensation as President of the University, and not in his position as Trustee. c. $46,328 of the amount included on Schedule J, Part II, Column D for Fr. Jenkins and $71,827 of the amount included on Schedule J, Part II, Column D for Fr. Kollman represents qualified tuition benefit offered to members of the Congregation of Holy Cross, United States Province Inc.
Schedule J, Part II, Column (B)(iii)A significant part of the amount reported for Michael Elko on Schedule J, Part II, Line (B) (iii) represents a one time payment to Coach Elko.
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 2017 and was reported as taxable compensation in those instances where there was not a business purpose for the travel.
Schedule J, Part I, Line 1a Travel for companionsType of benefit: Family members of University employees are occasionally asked to travel on University business. Family members travel reimbursement by the University requires approval by a Dean or President's Leadership Council Member or their authorized representative, and if the business purpose of the family 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 7 persons included in Form 990 Part VII, Section A in 2017 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: A gross-up payment was provided to 1 person included in Form 990, Part VII. Section A in 2017 and was reported as taxable compensation in this instance.
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 2017 . 5 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 5 individuals was not included in gross income of the recipients under Section 119 of the Internal Revenue Code. 1 individual was provided temporary living and was reported as taxable compensation.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesType of benefit: Social club dues are occasionally paid on behalf of employees of the University, and 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 2017 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, and Michael Donovan, Managing Director for Private Capital Investments participated in nonqualified deferred compensation arrangements under Internal Revenue Code Section 457(f) during calendar 2017. Affleck-Graves received an accrued benefit of $133,170 in 2017. Burish received an accrued benefit of $316,332 under his nonqualified deferred compensation plan in 2017. Swarbrick received an accrued benefit of $200,000 during that calendar year 2017 . Malpass received a benefit of $8,931,278 in 2017. The benefit to Malpass was fully vested and taxable as a result of reaching the retirement age and service years requirement. Donovan received a benefit of $3,781,815 in 2017. The benefit to Donovan was fully vested and taxable as a result of reaching the retirement age and service years requirement. The accrued benefit and related earnings vest to Affleck-Graves, Burish, and Swarbrick at the end of the term of each plan (5 or 6 years) and over a 5 year period to Malpass and Donovan (prior to reaching retirement age and years of service requirements in 2017).
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organizationa(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 $7,931,278 in calendar 2017 related to this program, and was taxed on unpaid amounts totaling $1,000,000 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 $3,781,815 in calendar 2017 related to this program, and this includes amounts taxed as a result of being fully vested in the plan due to meeting the age and years of service requirements.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
The Circle Up Experience
Entity is at least a 35% controlled entity of a Family Member of Officer/Trustee John Affleck-Graves$410,625The Circle Up Experience 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$75,300University 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$1,197,183FlexJet 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
Contribution31ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1008ContributionCnt
Noncash Contributions Rpt F990$111,275,935NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$1,397,225NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$4,135,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescOTHERDesc
Contribution401ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received32Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I Column (b)The amounts shown for "Number of contributions or items contributed" represent 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 M, Part I Explanations of reporting method for number of contributionsSecurities - Publicly traded - Selling Cost

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 129,073,764 including grants of $ 1,523,306)(Revenue $ 16,477,647) Academic support - The University operates library facilities containing more than three million volumes, serving the University and the local community. The University publishes numerous academic periodicals and volumes and operates a museum of art housing over 29,000 works.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 71,262,866 including grants of $ 47,122,949)(Revenue $ 5,676,761) Public service - The University's Institute for Educational Initiatives strives to improve the K-12 education of all young people, particularly the disadvantaged through a variety of programs. The largest such program is the ACE program, a two-year service program offering college graduates the opportunity to serve as full-time teachers in under-resourced schools across the United States and several foreign countries. Additionally, the University provides volunteers and financial support for other organizations, both directly and through its Donor Advised Fund Program.
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, Thomas J. Crotty, Jr, Trustee and Thomas Maheras, Trustee - Business relationship, Richard C. Notebaert, Trustee and Sara Martinez Tucker, Trustee - Business relationship, J. Christopher Reyes, Trustee and Richard Notebaert, Trustee - Business relationship, John J. Brennan, Trustee and James Rohr, Trustee - Business relationship, Scott C. Malpass, Officer and J. Christopher Reyes, Trustee - Business relationship
Form 990, Part VI, Line 4 Significant changes to organizational documentsThe Board of Trustees made significant changes in the University Bylaws regarding the appointment and terms of service of Trustees, as well as meeting arrangements and the committee structure of the Board. Changes regarding the appointment and terms of service of Trustees, and meeting arrangements included: a) the number of Trustees was reduced from a maximum of 60 to a maximum of 50; b) the positions of Provost and Executive Vice President were removed as Ex Officio Trustees; c) mandatory retirement age of Trustees was increased from 70 to 72; d) special meetings can be called by the request of 25% of the Trustees (an increase from "5 or more" Trustees previously); e) a quorum now consists of a majority of the Trustees (was previously 30 members for a quorum). Changes regarding the committee structure of the board include: a) reduced the number of standing committees from 12 to 11; b) changed the names of several committees and consolidated certain functions within several of the committees, while retaining the same basic number of members for each of the standing committees.
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, VICE PRESIDENT FOR FINANCE, AND GENERAL COUNSEL), 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. Notre Dame 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). This information, as well as copies of Form 990 and Form 990 - T, is also available upon request. Form 990 is also available on the charity websites Guidestar (http://www.guidestar.org/) and Charity Navigator (www.charitynavigator.org/) . Notre Dame 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: $1,150,000 Name: Muffet McGraw Unrelated Organization: Play by Play Sports Type: Cash Compensation: $300,000
Form 990, Part VIII, Line 2f Other Program Service RevenueAll Other Program Service Revenue - Total Revenue: 9151694, Related or Exempt Function Revenue: 9151694, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueAll other revenue - Total Revenue: 2078273, Related or Exempt Function Revenue: 1467609, Unrelated Business Revenue: 610664, 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, 2018.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesNet gain/(loss) on debt-related derivative instruments - 4424324; Change in value of split-interest agreements - 6289121; Net pension and postretirement benefits-related changes - 28793260; Other non-operating changes in net assets - 4912610;
Form 990, Part I and Part III, 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.

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$0$144,039University of Notre Dame du Lac
Dynamo Brasil III LLC
Corporation Trust Center1209 Orange StWilmingtonDE19801InvestmentsDE$0$55,347,138University of Notre Dame du Lac
NDI Gateway LLC
203 Main BuildingNotre DameIN46656Foreign educational activitiesIN$403$114,805University of Notre Dame du Lac472320410
Santa Fe Interests LLC
Controllers Office724 Grace HallNotre DameIN46556Rental real estateDE$2,205,950$47,571,292University of Notre Dame du Lac203977995
ND Pit Road LLC
1400 E Angela BlvdSouth BendIN46617InvestmentsDE$0$2,500University 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-$973,936$57,507,399false-$838,364false0.7939
Merit Energy Partners VIII LP
13727 Noel RdSuite 1200DallasTX75240752530212Direct energy investmentsDEMerit Partners LPExcluded$8,700,125$130,334,083falsefalse0.7522
Qiming II Investor Holdings LLC
350 106th Ave NEFirst FloorBellevueWA98004270464551Feeder fundWAUniversity of Notre Dame du LacExcluded$564,727$2,854,116falseYes (true)1
Thor Palmer House Co-Investor LP
25 West 39th Street11th FloorNew YorkNY10018203283109Real estate investmentDEThor Palmer House Co-Investor GP LLCExcluded$370,324$43,752,643falsefalse0.6872
Bridgewater Corporate Bond Fund LLC
One Glendenning PlaceWestportCT06880522317130InvestmentsDEBridgewater Associates LPExcluded$5,099,145$120,699,282falsefalse0.6494
NDFPR LP
PO Box 194170San FranciscoCA941194170611769730InvestmentsDEBART Partners VIII LLCExcluded$3,481,643$110,434,172falsefalse0.9855
VMG Stone Brewing Coinvestment LP
39 Mesa StreetSuite 310San FranciscoCA94129812802402InvestmentsDEVMG Partners III GP LPUnrelated-$1,919,550$64,634,520false-$1,919,550false0.6422
Schroder Adveq EEM I LP
981272313InvestmentsSchroder Adveq EEM Management I LPExcluded$0$3,150,178falsefalse0.99UK
Level SC - Swiftpage LLC
Two Grand Central Tower140 E 45th St 39th FloorNew YorkNY10017821592699InvestmentsDELevel Equity Management LLCExcluded$293,761$3,976,998falsefalse0.9436
State Street Socially Responsible US Credit Non-Lending Common Trust Fund
c/o SSGAOne Iron StreetBostonMA02210566640989InvestmentsMAState Street Global Advisors Trust CompanyExcluded$1,453,135$56,665,850falsefalse0.6009
Endries Co-Invest LLC
c/o Nautic Partners LLC50 Kennedy Plaza 12th FloorProvidenceRI02903821556028InvestmentsDENautic Capital VIII LPExcluded$361$8,761,915falsefalse0.9854
Mile Rock Capital Fund I LP
700 Larkspur Landing CircleSuite 199LarkspurCA94939825049944InvestmentsDEMile Rock CapitalExcludedfalsefalse0.5005
Level Equity-IMN Investors LLC
Two Grand Central Tower140 E 45th St 39th FloorNew YorkNY10017InvestmentsDELevel Equity Management LLCExcludedfalsefalse0.9976
EEM II LP
InvestmentsEEM Management II LPExcludedfalsefalse0.99UK
EEM Opportunities LP
981430893InvestmentsEEM Opportunities Management II LPExcludedfalsefalse0.99UK

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 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$898,280$16,162,0940.99Yes (true)
Bradley-DeBartolo Inc
Controllers Office724 Grace HallNotre DameIN46556341765932Real estate owner/lessorUniversity of Notre Dame du LacC Corporation$0$01.00Yes (true)OH
Kingdom Ridge Capital Fund Ltd
81 Main StreetSuite 209White PlainsNY10601Feeder fundCJUniversity of Notre Dame du LacC Corporation-$1,906,635$39,579,4080.9758Yes (true)
Sorin Management Ltd
InvestmentsMPUniversity of Notre Dame du LacC Corporation$585,705$163,477,1511.00Yes (true)
TDR Capital II C Holdings LP
980648852Feeder fundUKUniversity of Notre Dame du LacC Corporation$3,943,944$28,173,1411.00Yes (true)
Tegean Offshore Fund Ltd
c/o Tegean Capital Management LLCChrysler Building 405 Lexington AveNew YorkNY10174Feeder fundCJUniversity of Notre Dame du LacC Corporation-$2,664,917$106,598,8860.8117Yes (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$27,000$36,6531Yes (true)DE
ND-Origin Oncology Inc
1400 E Angela BlvdSouth BendIN46617824167966Health careUniversity of Notre Dame du LacC Corporation$0$13,0001Yes (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 Corporation1Yes (true)DE
ND-YeSSGenomics Inc
1400 E Angela BlvdSouth BendIN46617611890512Health careUniversity of Notre Dame du LacC Corporation1Yes (true)DE
Charitable remainder trusts (59)
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 RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
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 (25 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxtBusiness Name Line2OtherOrganizationName/BusinessNameLine2Txt
NDFPR LP
B$100,000,000Funding provided
Kingdom Ridge Capital Fund Ltd
S$39,617,555Amount received
Level Equity-IMN Investors LLC
B$10,200,000Funding provided
Level SC - Swiftpage LLC
B$82,910Funding provided
Level SC - Swiftpage LLC
S$4,623,177Amount received
Magna NYC Co-Investment LP
S$482,293Amount received
Merit Energy Partners VIII LP
B$9,900,000Funding provided
Merit Energy Partners VIII LP
S$10,649,976Amount received
Mile Rock Capital Fund I LP
B$162,582Funding provided
Endries Co-Invest LLC
B$54,192Funding provided
Qiming II Investor Holding LLC
S$1,018,026Amount received
Schroder Adveq EEM I LP
B$12,407,880Funding provided
TDR Capital II C Holdings LP
B$1,695,388Funding provided
TDR Capital II C Holdings LP
S$5,696,075Amount received
VMG Stone Brewing Coinvestment LP
B$583,240Funding provided
Fundacion University of Notre Dame Chile
B$402,833Funding provided
The University of Notre Dame (USA) in England
B$1,135,213Funding provided/expenses incurred
The University of Notre Dame (USA) in England
R$4,486,997Remittance of revenues collected on behalf of organization
Charitable remainder trusts (3)
S$38,500,187Remainder interest received
Sorin Management Ltd
B$43,037,805Funding provided
State Street Socially Responsible US Credit Index Non-Lending Common Trust
B$22,545,233Funding providedFund
State Street Socially Responsible US Credit Index Non-Lending Common Trust
S$55,943,980Amount receivedFund
University of Notre Dame Gillen Foundation
B$708,097Funding provided
Voice of the Fighting Irish Inc
B$165,978Funding provided
ND-Structured Immunity Inc
B$101,305Funding provided

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$406,296$406,296$1,379,896,280$1,380,302,576$1,000,000$250,000$0$0$0
University of Notre Dame Gillen Foundation
Controllers Office 724 Grace HallNotre DameIN46556237125378$0$0$0$782,043$782,043$142,306$35,577$0$0$0
Voice of the Fighting Irish Inc
Controllers Office 724 Grace HallNotre DameIN46556311135580$0$0$0$90,505$90,505$18,101$4,525$0$0$0