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UNIVERSITY OF NOTRE DAME DU LAC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF NOTRE DAME DU LAC (EIN 35-0868188)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201801349349300925
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T08:00:10-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008342PreparerFirmEIN

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTravis L PattonPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$5,559,960,673GrossReceiptsAmt
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 Body49VotingMembersGoverningBodyCnt
Voting Members Independent45VotingMembersIndependentCnt
Total Employee18513TotalEmployeeCnt
Total Volunteers2007TotalVolunteersCnt
Total Gross UBI$1,355,576TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$12,280,386NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$571,970,426PYContributionsGrantsAmt
CY Contributions Grants$472,008,270CYContributionsGrantsAmt
PY Program Service Revenue$878,212,300PYProgramServiceRevenueAmt
CY Program Service Revenue$935,040,306CYProgramServiceRevenueAmt
PY Investment Income$467,290,791PYInvestmentIncomeAmt
CY Investment Income$643,688,452CYInvestmentIncomeAmt
PY Other Revenue$22,405,340PYOtherRevenueAmt
CY Other Revenue$25,527,757CYOtherRevenueAmt
PY Total Revenue$1,939,878,857PYTotalRevenueAmt
CY Total Revenue$2,076,264,785CYTotalRevenueAmt
PY Grants And Similar Paid$303,323,817PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$337,427,890CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$669,795,466PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$710,953,951CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$42,903,597CYTotalFundraisingExpenseAmt
PY Other Expenses$443,031,334PYOtherExpensesAmt
CY Other Expenses$463,614,479CYOtherExpensesAmt
PY Total Expenses$1,416,150,617PYTotalExpensesAmt
CY Total Expenses$1,511,996,320CYTotalExpensesAmt
PY Revenues Less Expenses$523,728,240PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$564,268,465CYRevenuesLessExpensesAmt
Total Assets BOY$13,255,648,757TotalAssetsBOYAmt
Total Assets EOY$14,938,580,253TotalAssetsEOYAmt
Total Liabilities BOY$2,665,637,744TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,113,168,843TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,590,011,013NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,825,411,410NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$724,830,210ExpenseAmt
Grant$293,139,596GrantAmt
Revenue$624,592,912RevenueAmt
DescInstruction - Provided academic instruction and services to approximately 12,000 undergraduate and graduate students pursuing courses of study within five undergraduate colleges, a business school, a law school and graduate school. Conferred approximately 3,600 baccalaureate, master's, doctoral and professional degrees.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$236,671,611ExpenseAmt
Grant$6,249,213GrantAmt
Revenue$277,360,845RevenueAmt
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$129,667,669ExpenseAmt
Grant$24,593,036GrantAmt
Revenue$24,181,738RevenueAmt
DescResearch - University researchers administered nearly 1,000 awards for studies based within the disciplines of engineering, science and humanities.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$115,178,655$636,802$14,875,242Academic 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.
$37,418,961$12,809,243$5,199,384Public 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$152,597,616TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$13,446,045TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$20,074,626TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,243,767,106TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
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 BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document18751IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee18513EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBRForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryMPForeignCountryCd
Foreign CountryCHForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed3Form8282FiledCnt
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 Members49GoverningBodyVotingMembersCnt
Independent Voting Member45IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
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 BodyfalseForm990ProvidedToGvrnBodyInd
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 FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
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 (57 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)$683,204$0$171,263
Thomas G Burish PhD
Provost & Trustee40.00Yes (X)Yes (X)$2,389,820$0$342,809
Rev John I Jenkins CSC PhD
President & Trustee40.01.0Yes (X)Yes (X)$899,323$0$157,549
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
Katie Washington Cole
Trustee2.00Yes (X)$0$0$0
Robert Costa
Trustee2.00Yes (X)$0$0$0
Scott S Cowen
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 J Dunne III
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
Most Rev Daniel R Jenky CSC DD
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)$196,256$0$15,744
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
Robert J Cronin
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)$160,384$0$38,105
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
Marianne Corr JD
VP & General Counsel40.02.0Yes (X)$559,111$0$35,124
Scott C Malpass MBA
VP & Chief Investment Officer40.00Yes (X)$4,483,355$0$1,708,276
John B Swarbrick Jr
Athletic Director40.00$1,348,927$0$262,981Yes (X)
Michael P Brey
Head Coach, Basketball40.00$1,225,286$0$45,552Yes (X)
Michael D Donovan MBA JD
Managing Director, Invest.40.00$1,992,550$0$761,753Yes (X)
Brian Kelly
Head Coach, Football40.00$2,075,483$0$54,155Yes (X)
Muffet McGraw
Head Coach, Basketball40.00$1,352,090$0$43,308Yes (X)
Brian VanGorder
Asst. Coach/Coordinator, Football40.00$1,147,641$0$47,648Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$18,513,430TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,684,267TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1175IndivRcvdGreaterThan100KCnt
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$191,101,788
Pepper Construction
411 Lake Zurich RoadBarringtonIL60010Construction$28,062,844
Shiel Sexton Company Inc
902 North Capitol AvenueIndianapolisIN46204Construction$28,028,366
Meyer Najem Construction LLC
13099 Parkside DriveFishersIN46038Construction$19,788,328
R&R Excavating Inc
2010 Went AvenueMishawakaIN46545Construction$11,404,298
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K239CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$327,595FundraisingAmt
Government Grants$81,972,684GovernmentGrantsAmt
All Other Contributions$389,707,991AllOtherContributionsAmt
Noncash Contributions$104,013,385NoncashContributionsAmt
Total Contributions$472,008,270TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Student tuition and fees611310$607,182,190$607,182,190
Auxiliary enterprises611710$275,045,742$268,773,578$6,272,164
Research contracts (gov't and non-gov"t)611310$24,002,458$23,952,458$50,000
Educational programs900099$16,747,588$16,747,588
Student services611710$3,457,981$3,457,981

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,604,347TotalRevenueColumnAmt
Related Or Exempt Func Income$8,604,347RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$935,040,306TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$123,064,174TotalRevenueColumnAmt
Unrelated Business Revenue-$5,561,684UnrelatedBusinessRevenueAmt
Exclusion$128,625,858ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,412,869TotalRevenueColumnAmt
Exclusion$7,412,869ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$16,090,834RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$9,734,561RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$6,356,273RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,356,273TotalRevenueColumnAmt
Exclusion$6,356,273ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,990,441,618SecuritiesAmt
Other$3,701,460OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,468,231,119SecuritiesAmt
Other$5,287,681OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$522,210,499SecuritiesAmt
Other-$1,586,221OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$520,624,278TotalRevenueColumnAmt
Exclusion$520,624,278ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$415,455FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$327,595ContriRptFundraisingEventAmt
Fundraising Direct Expenses$439,995FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$24,540TotalRevenueColumnAmt
Exclusion-$24,540ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$20,776GamingGrossIncomeAmt
Gaming Direct Expenses$2,532GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,244TotalRevenueColumnAmt
Exclusion$18,244ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Alumni Association900099$2,988,552$2,399,546$589,006
Marketing Communications519190$1,809,651$1,809,651
Innovation Park541712$1,800,000$1,793,910$6,090

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,166,708TotalRevenueColumnAmt
Related Or Exempt Func Income$5,166,708RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,764,911OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,076,264,785TotalRevenueColumnAmt
Related Or Exempt Func Income$939,887,957RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,355,576UnrelatedBusinessRevenueAmt
Exclusion$663,012,982ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$31,782,267TotalAmt
Program Services$31,782,267ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$300,386,080TotalAmt
Program Services$300,386,080ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$5,259,543TotalAmt
Program Services$5,259,543ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,650,888TotalAmt
Program Services$1,970,750ProgramServicesAmt
Management And General$7,327,342ManagementAndGeneralAmt
Fundraising$352,796FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$528,168,959TotalAmt
Program Services$438,957,399ProgramServicesAmt
Management And General$65,078,281ManagementAndGeneralAmt
Fundraising$24,133,279FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$46,174,969TotalAmt
Program Services$32,769,929ProgramServicesAmt
Management And General$11,425,884ManagementAndGeneralAmt
Fundraising$1,979,156FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$96,094,712TotalAmt
Program Services$62,890,230ProgramServicesAmt
Management And General$30,267,868ManagementAndGeneralAmt
Fundraising$2,936,614FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$30,864,423TotalAmt
Program Services$24,716,387ProgramServicesAmt
Management And General$4,405,142ManagementAndGeneralAmt
Fundraising$1,742,894FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,377,055TotalAmt
Program Services$138,990ProgramServicesAmt
Management And General$3,089,703ManagementAndGeneralAmt
Fundraising$148,362FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,433,108TotalAmt
Program Services$154,188ProgramServicesAmt
Management And General$2,278,920ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$284,852TotalAmt
Management And General$284,852ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$27,240,970TotalAmt
Management And General$27,240,970ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$31,110,661TotalAmt
Program Services$22,406,048ProgramServicesAmt
Management And General$7,460,516ManagementAndGeneralAmt
Fundraising$1,244,097FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,659,044TotalAmt
Program Services$3,397,023ProgramServicesAmt
Management And General$243,122ManagementAndGeneralAmt
Fundraising$18,899FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$59,658,985TotalAmt
Program Services$49,095,659ProgramServicesAmt
Management And General$8,490,385ManagementAndGeneralAmt
Fundraising$2,072,941FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,172,063TotalAmt
Program Services$10,882,056ProgramServicesAmt
Management And General$9,882,509ManagementAndGeneralAmt
Fundraising$407,498FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$712,079TotalAmt
Program Services$579,507ProgramServicesAmt
Management And General$132,572ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$63,692,913TotalAmt
Program Services$56,642,277ProgramServicesAmt
Management And General$5,980,877ManagementAndGeneralAmt
Fundraising$1,069,759FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$48,587,109TotalAmt
Program Services$41,762,888ProgramServicesAmt
Management And General$4,251,224ManagementAndGeneralAmt
Fundraising$2,572,997FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,244,210TotalAmt
Program Services$3,954,449ProgramServicesAmt
Management And General$1,988,602ManagementAndGeneralAmt
Fundraising$301,159FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$34,284,945TotalAmt
Program Services$28,226,945ProgramServicesAmt
Management And General$4,976,290ManagementAndGeneralAmt
Fundraising$1,081,710FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$68,768,023TotalAmt
Program Services$63,731,077ProgramServicesAmt
Management And General$4,788,978ManagementAndGeneralAmt
Fundraising$247,968FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,119,891TotalAmt
Program Services$837,376ProgramServicesAmt
Management And General$282,515ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Food and entertainment$42,251,933$34,767,930$5,351,395$2,132,608
Investment Office expenses$18,734,397$18,734,397
Library books and serials$14,871,832$14,871,832
Study abroad program tuition and student allowance expenses$6,097,743$6,097,743

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$9,312,666TotalAmt
Program Services$7,488,533ProgramServicesAmt
Management And General$1,363,273ManagementAndGeneralAmt
Fundraising$460,860FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,511,996,320TotalAmt
Program Services$1,243,767,106ProgramServicesAmt
Management And General$225,325,617ManagementAndGeneralAmt
Fundraising$42,903,597FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$106,606,668BOYAmt
EOY$80,254,997EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$569,270,952BOYAmt
EOY$526,991,209EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$39,120,345BOYAmt
EOY$44,237,419EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$42,800,544BOYAmt
EOY$29,390,921EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$7,858,242BOYAmt
EOY$7,723,061EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$30,579,355BOYAmt
EOY$32,149,728EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,981,518,554LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$798,656,450LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,808,047,884BOYAmt
EOY$2,182,862,104EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,895,789,269BOYAmt
EOY$2,672,154,926EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,743,885,843BOYAmt
EOY$9,317,819,358EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,234,942BOYAmt
EOY$38,541,817EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,255,648,757BOYAmt
EOY$14,938,580,253EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$173,443,980BOYAmt
EOY$226,049,126EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$40,504,454BOYAmt
EOY$72,460,086EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$160,774,578BOYAmt
EOY$160,577,742EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$61,833,253BOYAmt
EOY$45,457,625EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,569,081,479BOYAmt
EOY$1,948,624,264EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,665,637,744BOYAmt
EOY$3,113,168,843EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,509,289,289BOYAmt
EOY$5,212,906,469EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,944,488,605BOYAmt
EOY$4,313,070,680EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,136,233,119BOYAmt
EOY$2,299,434,261EOYAmt

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$10,590,011,013BOYAmt
EOY$11,825,411,410EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,255,648,757BOYAmt
EOY$14,938,580,253EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$564,268,465ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$582,388,416NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$88,743,516OtherChangesInNetAssetsAmt
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$323,314,461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$487,128,943CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$559,195,459CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$571,970,426CurrentTaxYearMinus1YearAmt
Current Tax Year$472,008,270CurrentTaxYearAmt
Total$2,413,617,559TotalAmt

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$323,314,461CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$487,128,943CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$559,195,459CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$571,970,426CurrentTaxYearMinus1YearAmt
Current Tax Year$472,008,270CurrentTaxYearAmt
Total$2,413,617,559TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,936,438SubstantialContributorsTotAmt
Public Support Total170$2,411,681,121PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,503,535CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$171,385,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,770,511CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,216,819CurrentTaxYearMinus1YearAmt
Current Tax Year$146,567,877CurrentTaxYearAmt
Total$731,443,868TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,426,820CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,210,565CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,785,572CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,584,469CurrentTaxYearMinus1YearAmt
Current Tax Year$5,602,939CurrentTaxYearAmt
Total$32,610,365TotalAmt
FieldValueIRS element (for citing)
Total Support$3,177,671,792TotalSupportAmt
Gross Receipts Rltd Activities$4,178,047,902GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7589PublicSupportCY170Pct
Public Support PY1700.7484PublicSupportPY170Pct
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 - 5426820.0, COLUMN B - 6210565.0, COLUMN C - 6785572.0, COLUMN D - 8584469.0, COLUMN E - 5602939.0, COLUMN F - 32610365.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$346,592FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$346,592FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,239,961,640FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,240,308,232FilingOrganizationsTotalAmt
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$411,080CurrentYearMinus3Amt
Current Year Minus2$421,200CurrentYearMinus2Amt
Current Year Minus1$358,461CurrentYearMinus1Amt
Current Year$346,592CurrentYearAmt
Total$1,537,333TotalAmt

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 Held57DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$9,426,898DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$4,580,479DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$40,938,578DonorAdvisedFundsVlEOYAmt
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$8,748,265,671BeginningYearBalanceAmt
Contributions$252,183,660ContributionsAmt
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$9,684,936,260EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,444,598,397BeginningYearBalanceAmt
Contributions$109,051,302ContributionsAmt
Investment Earnings Or Losses$725,521,322InvestmentEarningsOrLossesAmt
Grants Or Scholarships$90,722,736GrantsOrScholarshipsAmt
Other Expenditures$229,397,578OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$6,959,050,707EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.374BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.234PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.392TermEndowmentBalanceEOYPct
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$26,585,633OtherCostOrOtherBasisAmt
Book Value$35,885,633BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$62,998,696InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,783,316,368OtherCostOrOtherBasisAmt
Depreciation$540,026,817DepreciationAmt
Book Value$1,306,288,247BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$32,852,626OtherCostOrOtherBasisAmt
Depreciation$4,591,448DepreciationAmt
Book Value$28,261,178BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$362,972InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$314,029,313OtherCostOrOtherBasisAmt
Depreciation$175,427,107DepreciationAmt
Book Value$138,965,178BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$45,009InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$752,027,937OtherCostOrOtherBasisAmt
Depreciation$78,611,078DepreciationAmt
Book Value$673,461,868BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,182,862,104TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value-$897,443BookValueAmt
Method ValuationFMethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$4,283,243BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Short-term investments$0F
Public equities - U.S.$778,960,526F
Public equities - Non-U.S.$1,159,755,046F
Public equities - Long/short strategies$1,367,177,270F
Private equity$3,130,943,707F
Opportunistic$1,606,991,308F
Core diversifiers$726,157,135F
Fixed income$463,755,768F
Defined benefit pension plan assets$80,692,798F
FieldValueIRS element (for citing)
Total Book Value Securities$9,317,819,358TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (12 entries)

DescDescAmtAmt
Short-term borrowing$246,250,000
Refundable advances$19,874,073
Liabilities associated with investments$1,272,107,930
Obligations under split-interest agreements$166,480,986
Conditional asset retirement obligations$24,354,287
Pension and other accrued postretirement benefits$133,900,304
Government advances for student loans$26,007,667
Debt-related derivative instruments$21,451,005
Student organization funds and other deposits$4,967,585
Self-insurance reserves$5,471,749
Pledges payable$7,350,000
Other liabilities$20,408,678
FieldValueIRS element (for citing)
Total Liability$1,948,624,264TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,404,686,076TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$582,388,416NetUnrealizedGainsInvstAmt
Other Revenue-$203,655,526OtherRevenueAmt
Revenue Not Reported$378,732,890RevenueNotReportedAmt
Revenue Subtotal$2,025,953,186RevenueSubtotalAmt
Investment Expenses Not Incld$50,754,126InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$442,527OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$50,311,599RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,076,264,785TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,169,285,679TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$442,527OtherExpensesIncludedAmt
Expenses Not Reported$442,527ExpensesNotReportedAmt
Expenses Subtotal$1,168,843,152ExpensesSubtotalAmt
Investment Expenses Not Incld2$50,754,126InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$292,399,042OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$343,153,168ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,511,996,320TotalExpensesPerForm990Amt

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 discounts - -XXX-XX-XXXX Room discounts - -4976808 Net gain/(loss) on debt-related derivative instruments - 59649442 Net pension and postretirement benefits-related changes - 19163184 Change in value of split-interest agreements - 10993470 Other non-operating changes in net assets - -1062580
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsDirect expenses of fundraising events - -439995 Direct expenses from gaming activities - -2532
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Direct expenses of fundraising events - 439995 Direct expenses from gaming activities - 2532
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 - 4976808

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 in the Admission Policies and Procedures Handbook given to each student. 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 (72 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanInvestments$3,763,785,286
East Asia and the PacificInvestments$187,970,934
Europe (Including Iceland and Greenland)Investments$754,368,966
North America (Canada & Mexico only)Investments$144,174,076
Russia and Neighboring StatesInvestments$18,875,290
South AmericaInvestments$7,175,329
South AsiaInvestments$179,975,702
Sub-Saharan AfricaInvestments$239,146,472
East Asia and the PacificProgram Services$2,393,78014International Study Program
Europe (Including Iceland and Greenland)Program Services$23,575,722586International Study Program
Middle East and North AfricaProgram Services$692,28615International Study Program
North America (Canada & Mexico only)Program Services$268,2602International Study Program
Russia and Neighboring StatesProgram Services$146,008International Study Program
South AmericaProgram Services$681,58625International Study Program
South AsiaProgram Services$46,1331International Study Program
Sub-Saharan AfricaProgram Services$250,062International Study Program
Central America and the Caribbean,Investment Operations$6,596,105
East Asia and the Pacific,Investment Operations$84,838
Europe (Including Iceland and Greenland),Investment Operations$1,507,5625
North America (Canada & Mexico only),Investment Operations$14,321
South America,Investment Operations$6,552
South Asia,Investment Operations$23,915
Sub-Saharan Africa,Investment Operations$3,864,310
Central America and the CaribbeanFundraising$53,293
East Asia and the PacificFundraising$16,542
Europe (Including Iceland and Greenland)Fundraising$12,189
Middle East and North AfricaFundraising$5,129
North America (Canada & Mexico only)Fundraising$17,706
South AmericaFundraising$16,974
Central America and the CaribbeanProgram Services$1,091Auxillary Enterprises
Central America and the CaribbeanProgram Services$174,176Instruction
Central America and the CaribbeanProgram Services$6,649Management & General
Central America and the CaribbeanProgram Services$107,18533Other
Central America and the CaribbeanProgram Services$835,126Research
East Asia and the PacificProgram Services$4,786Auxillary Enterprises
East Asia and the PacificProgram Services$690,153Instruction
East Asia and the PacificProgram Services$35,320Management & General
East Asia and the PacificProgram Services$163,248Other
East Asia and the PacificProgram Services$805,271Research
Europe (Including Iceland and Greenland)Program Services$70,859Auxillary Enterprises
Europe (Including Iceland and Greenland)Program Services$2,581,44610Instruction
Europe (Including Iceland and Greenland)Program Services$455,982Management & General
Europe (Including Iceland and Greenland)Program Services$1,128,5834Other
Europe (Including Iceland and Greenland)Program Services$3,002,7306Research
Middle East and North AfricaProgram Services$12,039Auxillary Enterprises
Middle East and North AfricaProgram Services$190,7211Instruction
Middle East and North AfricaProgram Services$29,256Management & General
Middle East and North AfricaProgram Services$349,347Other
Middle East and North AfricaProgram Services$641,745Research
North America (Canada & Mexico only)Program Services$24,054Auxillary Enterprises
North America (Canada & Mexico only)Program Services$377,072Instruction
North America (Canada & Mexico only)Program Services$28,293Management & General
North America (Canada & Mexico only)Program Services$56,816Other
North America (Canada & Mexico only)Program Services$191,929Research
Russia and Neighboring StatesProgram Services$2,892Auxillary Enterprises
Russia and Neighboring StatesProgram Services$60,138Instruction
Russia and Neighboring StatesProgram Services$20,989Other
Russia and Neighboring StatesProgram Services$12,432Research
South AmericaProgram Services$13,373Auxillary Enterprises
South AmericaProgram Services$398,728Instruction
South AmericaProgram Services$33,467Management & General
South AmericaProgram Services$180,0921Other
South AmericaProgram Services$179,9579Research
South AsiaProgram Services$100,6971Instruction
South AsiaProgram Services$9,877Management & General
South AsiaProgram Services$29,336Other
South AsiaProgram Services$163,495Research
Sub-Saharan AfricaProgram Services$12,603Auxillary Enterprises
Sub-Saharan AfricaProgram Services$263,6651Instruction
Sub-Saharan AfricaProgram Services$84,956Management & General
Sub-Saharan AfricaProgram Services$192,639Other
Sub-Saharan AfricaProgram Services$1,246,57715Research
FieldValueIRS element (for citing)
Subtotal Offices9SubtotalOfficesCnt
Subtotal Employees103SubtotalEmployeesCnt
Continutation Total Office4ContinutationTotalOfficeCnt
Continutation Total Employee46ContinutationTotalEmployeeCnt
Total Office13TotalOfficeCnt
Total Employee149TotalEmployeeCnt
Subtotal Spent$5,323,525,892SubtotalSpentAmt
Continuation Spent$27,189,226ContinuationSpentAmt
Total Spent$5,350,715,118TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (38 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Middle East and North Africasee Part V$134,019Check/Wire
Sub-Saharan Africasee Part V$128,120Check/Wire
Central America and the Caribbeansee Part V$264,309Check/Wire
Central America and the Caribbeansee Part V$65,913Check/Wire
Europe (Including Iceland and Greenland)see Part V$37,800Check/Wire
Central America and the Caribbeansee Part V$268,509Check/Wire
Europe (Including Iceland and Greenland)see Part V$31,549Check/Wire
East Asia and the Pacificsee Part V$454,489Check/Wire
Europe (Including Iceland and Greenland)see Part V$631,208Check/Wire
Central America and the Caribbeansee Part V$171,213Check/Wire
Sub-Saharan Africasee Part V$52,533Check/Wire
Europe (Including Iceland and Greenland)see Part V$375,766Check/Wire
Sub-Saharan Africasee Part V$89,720Check/Wire
Europe (Including Iceland and Greenland)see Part V$21,331Check/Wire
Sub-Saharan Africasee Part V$248,062Check/Wire
Europe (Including Iceland and Greenland)see Part V$78,206Check/Wire
East Asia and the Pacificsee Part V$23,560Check/Wire
Europe (Including Iceland and Greenland)see Part V$491,653Check/Wire
Sub-Saharan Africasee Part V$35,146Check/Wire
Sub-Saharan Africasee Part V$118,356Check/Wire
Sub-Saharan Africasee Part V$22,270Check/Wire
South Asiasee Part V$77,936Check/Wire
Sub-Saharan Africasee Part V$75,802Check/Wire
Middle East and North Africasee Part V$490,785Check/Wire
South Americasee Part V$20,000Check/Wire
North America (Canada & Mexico only)see Part V$42,000Check/Wire
Sub-Saharan Africasee Part V$96,213Check/Wire
South Americasee Part V$58,843Check/Wire
East Asia and the Pacificsee Part V$35,069Check/Wire
Europe (Including Iceland and Greenland)see Part V$275,888Check/Wire
Sub-Saharan Africasee Part V$10,091Check/Wire
South Americasee Part V$25,004Check/Wire
Europe (Including Iceland and Greenland)see Part V$17,333Check/Wire
North America (Canada & Mexico only)see Part V$18,975Check/Wire
Europe (Including Iceland and Greenland)see Part V$33,773Check/Wire
Europe (Including Iceland and Greenland)see Part V$160,400Check/Wire
Europe (Including Iceland and Greenland)see Part V$34,883Check/Wire
Europe (Including Iceland and Greenland)see Part V$33,635Check/Wire
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org37TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (15 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Housing and Other AssistanceEast Asia and the Pacific52$109,893Check/Wire/Direct Deposit
Housing and Other AssistanceEurope (Including Iceland and Greenland)639$1,131,593Check/Wire/Direct Deposit
Housing and Other AssistanceMiddle East and North Africa14$8,649Check/Wire/Direct Deposit
Housing and Other AssistanceRussia and Neighboring States3$2,520Check/Wire/Direct Deposit
Housing and Other AssistanceSouth America39$51,933Check/Wire/Direct Deposit
Housing and Other AssistanceSub-Saharan Africa51$93,700Check/Wire/Direct Deposit
Housing and Other AssistanceNorth America (Canada & Mexico only)32$30,980Check/Wire/Direct Deposit
Housing and Other AssistanceCentral America and the Caribbean2$3,450Check/Wire/Direct Deposit
Prizes and AwardsEurope (Including Iceland and Greenland)3$263,210Check/Wire/Direct Deposit
Research/TravelEast Asia and the Pacific11$7,116Check/Wire/Direct Deposit
Research/TravelEurope (Including Iceland and Greenland)27$19,153Check/Wire/Direct Deposit
Research/TravelSouth America3$1,573Check/Wire/Direct Deposit
Research/TravelSub-Saharan Africa2$110Check/Wire/Direct Deposit
Research/TravelNorth America (Canada & Mexico only)2$892Check/Wire/Direct Deposit
Research/TravelSouth Asia3$5,354Check/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 CountriesfalseBoycottCountriesInd

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$624,340GrossReceiptsEvent1Amt
Charitable Contri Event1$222,305CharitableContriEvent1Amt
Gross Revenue Event1$402,035GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$1,927NonCashPrizesEvent1Amt
Rent Facility Costs Event1$348,000RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,058FoodAndBeverageEvent1Amt
Entertainment Event1$6,166EntertainmentEvent1Amt
Other Direct Expenses Event1$24,533OtherDirectExpensesEvent1Amt
Event2Snite Christmas DinnerEvent2Nm
Gross Receipts Event2$103,150GrossReceiptsEvent2Amt
Charitable Contri Event2$89,730CharitableContriEvent2Amt
Gross Revenue Event2$13,420GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$1,000RentFacilityCostsEvent2Amt
Food And Beverage Event2$29,849FoodAndBeverageEvent2Amt
Entertainment Event2$1,525EntertainmentEvent2Amt
Other Direct Expenses Event2$8,584OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$15,560GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$15,560CharitableContriOtherEventsAmt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$0NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$0RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$306FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$16,047OthDirectExpnssOtherEventsAmt
Gross Receipts Total$743,050GrossReceiptsTotalAmt
Charitable Contributions Tot$327,595CharitableContributionsTotAmt
Gross Revenue Total Events$415,455GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,927NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$349,000RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$32,213FoodAndBeverageTotalEventsAmt
Entertainment Total Events$7,691EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$49,164OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$439,995DirectExpenseSummaryEventsAmt
Net Income Summary-$24,540NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$20,776GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$0CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming$1,532NonCashPrizesOtherGamingAmt
Rent Fclty Costs Other Gaming$0RentFcltyCostsOtherGamingAmt
Oth Direct Expnss Other Gaming$1,000OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$20,776GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$0CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming$1,532NonCashPrizesTotalGamingAmt
Rent Fclty Costs Total Gaming$0RentFcltyCostsTotalGamingAmt
Oth Direct Expnss Total Gaming$1,000OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$2,532DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$18,244NetGamingIncomeSummaryAmt
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 BooksDeborah Gabaree General CounselIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1203 Main BuildingAddressLine1Txt
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 (223 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2TxtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
34 Technology LLC
17455 Douglas RoadSouth BendIN466351732272257203$10,000see Part IV
A Rosie Place
53131 Quince RoadSouth BendIN46628371523448$5,000see Part IV501(c)(3)
All Faiths Food Bank Inc
8171 Blaikie CtSarasotaFL34240650115814$25,000see Part IV501(c)(3)
Asian Indian Classical Music Societ
52318 Tallyho Drive NSouth BendIN46635351883192$7,500see Part IV
Assumption of the Blessed Virgin Ma
4101 Old Bethleham PikeBethlehamPA18015231536963$30,000see Part IV501(c)(3)
Azusa Pacific University
Business OfficeAzusaCA917022701951744369$63,000see Part IV501(c)(3)
Basis Policy Research LLC
Suite 304CarrboroNC275105569270475968$50,625see Part IV104R NC Highway 54
Baylor University
Grants Accounting 97043WacoTX767987043741159753$17,302see Part IV501(c)(3)1 Bear Place
Best Week Ever
321 E Walter StreetSouth BendIN46614273843043$10,000see Part IV501(c)(3)
Big Shoulders Fund
212 W Van Buren Suite 900ChicagoIL60607363490557$5,000see Part IV501(c)(3)
Bloomsburg University Foundation In
50 E Main StreetBloomsburgPA17815237088491$10,000see Part IV501(c)(3)
Board of Regents of University of Wisconsin
Suite 500MadisonWI537032775396006492$101,739see Part IVState of Wisconsin
Boys & Girls Club of Goshen
PO Box 614GoshenIN46527311156334$5,000see Part IV501(c)(3)
Boys & Girls Club-St Joseph County
502 E Sample StreetSouth BendIN46601351329625$15,000see Part IV501(c)(3)
Brigham & Women's Hospital
Bank of AmericaBostonMA022410001042312909$143,780see Part IV501(c)(3)Post Office Box 3887
Broad Institute Inc
Controllers OfficeCambridgeMA021421027263428781$24,111see Part IV501(c)(3)415 Main Street
Brothers of Holy Cross
PO Box 460Notre DameIN46556350868938$25,000see Part IV501(c)(3)
Brown University
Cashiers OfficeProvidenceRI029120001050258809$57,543see Part IV501(c)(3)Post Office Box 1911
Calvin College
Financial ServicesGrand RapidsMI495464388383071514$79,571see Part IV501(c)(3)3201 Burton Street Southeast
Carnegie Mellon University
Post Office Box 371032PittsburghPA152507032250969449$309,565see Part IV501(c)(3)
Carry the Load
514 S Hall StreetDallasTX75226274568835$10,000see Part IV501(c)(3)
Cary Institute of Ecosystem Studies
2801 Sharon TurnpikeMillbrookNY125455721223232968$12,303see Part IV501(c)(3)Post Office Box Ab
Case Western Reserve Univ
Office of Sponsored Projects AcctClevelandOH441067037341018992$86,495see Part IV501(c)(3)Nord Hall Suite 615
Catholic Charities
1817 Miami StreetSouth BendIN46613351038653$5,000see Part IV501(c)(3)
Catholic Church Extension Society
150 South Wacker Drive Suite 2000ChicagoIL60606366000520$30,000see Part IV501(c)(3)
Catholic Relief Services
228 West Lexington StreetBaltimoreMD212013413135563422$35,000see Part IV501(c)(3)
Celtic Charms Inc
671 Fort Plains RoadHowellNJ07731272039852$61,000see Part IV501(c)(3)
Center for the Homeless
813 S Michigan StreetSouth BendIN46601351768544$94,000see Part IV501(c)(3)FMVRental Waiver
Central Michigan University
Accounting WA 304Mount PleasantMI48859386004447$21,423see Part IVState of Michigan
Changing Leads Foundation
287 Davis Avenue Apt CGreenwichCT06830472192457$5,000see Part IV501(c)(3)
City of Mishawaka
600 East Third StreetMishawakaIN46544356001115$680,695see Part IVCity - Mishawaka
City of South Bend
227 West Jefferson Blvd Suite 1400South BendIN46601356001201$3,818,821see Part IVCity - South Bend
Claremont McKenna College
400 North Claremont BoulevardClaremontCA917114015951664101$30,000see Part IV501(c)(3)
Cold Spring Harbor Laboratory
Nichols BuildingCold Spring HarborNY11724112013303$20,000see Part IVOne Bungtown Road
College of William and Mary
Accounts Receivable ManagerWilliamsburgVA231878795546001718$21,946see Part IVState of Virginia
Columbia University
Sponsored Projects FinanceNew YorkNY100879789135598093$88,352see Part IV501(c)(3)General Post Office
Community Foundation of St Joseph
205 West Jefferson Street 610South BendIN46601237365930$193,000see Part IV501(c)(3)
Conexus Indiana
111 Monument Circle Suite 1800IndianapolisIN46204352065459$10,000see Part IV
Congress for the New Urbanism
332 Michigan AvenueChicagoIL60604650483737$10,000see Part IV501(c)(3)
Cornell University
Post Office Box 22IthacaNY148510022150532082$2,433,726see Part IV501(c)(3)
Cure Alzheimer's Fund
34 Washington Street Suite 200Wellesley HillsMA02481522396428$250,000see Part IV501(c)(3)
Dartmouth-Hitchcock Health
1 Medical Center DriveLebanonNH03756264812335$100,000see Part IV501(c)(3)
Dawn Brancheau Foundation Inc
9030 Via Bella NotteOrlandoFL32836273700500$10,000see Part IV501(c)(3)
DeBartolo Family Foundation
15436 N Florida AveTampaFL33613311739677$5,000see Part IV501(c)(3)
Declan Drumm Sullivan Memorial Fund
3539 Long Grove RoadLong GroveIL60047276886934$67,000see Part IV501(c)(3)
DePaul University
Restricted AccountingChicagoIL606042287362167048$47,618see Part IV501(c)(3)1 East Jackson Boulevard
Diocese of Fort Wayne-So Bend
915 S Clinton StreetFort WayneIN46802350876373$35,000see Part IV501(c)(3)
Diocese of Metuchen
146 Metlars LanePiscatawayNJ08854222385423$10,000see Part IV501(c)(3)
Draper Richards Kaplan Foundation
1600 El Camino Real Suite 155Menlo ParkCA94025912172351$62,500see Part IV501(c)(3)
Duke University
Accounts Receivable Lock BoxCharlotteNC282602651560532129$89,811see Part IV501(c)(3)Post Office Box 602651
Early Childhood Development Center
10 Child Care CenterNotre DameIN46556311188922$200,000see Part IV501(c)(3)
Earthjustice
50 California Street Suite 500San FranciscoCA94111941730465$50,000see Part IV501(c)(3)
Elevate Ventures Inc
50 E 91st Street Suite 213IndianapolisIN46240274118692$75,000see Part IV501(c)(3)
Emory University
Post Office Box 935084AtlantaGA311935084580566256$53,778see Part IV501(c)(3)
enFocus Inc
Suite 100South BendIN466012785455638209$545,000see Part IV506 West South Street
EveryLife Fdn for Rare Diseases
77 Digital DriveNovatoCA94949264614274$10,000see Part IV501(c)(3)
Eye to Eye
50 Broad Street Suite 1702New YorkNY10004510570498$350,000see Part IV501(c)(3)
Family & Children's Center
315 W Jefferson BlvdSouth BendIN46601350869031$5,000see Part IV501(c)(3)
Family Health International (FHI 360)
Suite 200DurhamNC277012477237413005$43,056see Part IV501(c)(3)
First Lutheran Church of Duluth Fou
1100 E Superior StreetDuluthMN55802363480742$30,000see Part IV501(c)(3)
Fischoff Natl Chamber Music Assoc
303 Brownson HallNotre DameIN46556351650154$15,000see Part IV501(c)(3)
Forever Learning Institute
54191 Ironwood RoadSouth BendIN46635350878405$5,000see Part IV501(c)(3)
Forging Industry Educatn & Research
1111 Superior Avenue E Suite 615ClevelandOH44114346556992$15,000see Part IV501(c)(3)
Foundation for Center for Hospice
111 Sunnybrook CtSouth BendIN46637300433147$7,500see Part IV501(c)(3)
Fdn of St Joseph Regional Med Ctr
707 Ceder Street Suite 175South BendIN46617351654543$32,500see Part IV501(c)(3)
GENYOUth
10255 West Higgins RoadRosemontIL10022270988546$15,000see Part IV501(c)(3)
George Mason University
Cash Office MS 2E1FairfaxVA22030540836354$127,170see Part IVState of Virginia4400 University Drive
George Washington University
Grants Contracts Accounting SvcsAshburnVA201472692530196584$126,019see Part IV501(c)(3)45155 Research Place
Georgia Tech Research Corporation
Post Office Box 100117AtlantaGA303840117580603146$65,376see Part IVState of Georgia
Gettysburg College
300 N Washington Street Box 426GettysburgPA17325231352641$167,000see Part IV501(c)(3)
Gordon Research Conference
512 Liberty LaneWest KingstonRI02892260150662$5,000see Part IV501(c)(3)
Governors State University
1 University ParkwayUniversity ParkIL604840975362684803$22,404see Part IVState of Illinois
Grassroot Soccer
PO Box 712NorwichVT05055431957920$250,000see Part IV501(c)(3)
Hannah's House
410 South Spring StreetMishawakaIN46544351871289$15,000see Part IV501(c)(3)
Harvard University
Floor 4CambridgeMA02138042103580$175,256see Part IV501(c)(3)FAS Office of Finance
Heisman Trophy Trust
111 Broadway Suite 103ANew YorkNY10006137052079$11,000see Part IV501(c)(3)
Holy Cross Catholic Church
920 Wilber StreetSouth BendIN46628350992113$10,000see Part IV501(c)(3)
Holy Name Cathedral
835 N Rush StreetChicagoIL606112030362170826$10,000see Part IV501(c)(3)
Holy Trinity Catholic Church
1600 Corporate DriveLadera RanchCA92694202747543$50,000see Part IV501(c)(3)
Homefront Inc
1880 Princeton AveLawrencevilleNJ08648223165145$42,500see Part IV501(c)(3)
Hope For a Healthier Humanity
7428 Convair DriveAlexandriaVA22306522303126$20,000see Part IV501(c)(3)
Hospice Foundation
501 Comfort PlaceMishawakaIN46545300433147$20,000see Part IV501(c)(3)
Idaho State University
Grants and Contracts AccountingPocatelloID832090001826000924$69,681see Part IVState of Idaho921 South 8th Avenue
Illinois Institute of Technology
7562 Solutions CenterChicagoIL606770001352170136$398,663see Part IV501(c)(3)
Immaculate Conception Church
1431 N North Park AvenueChicagoIL60610362170826$10,000see Part IV501(c)(3)
Indiana University
107 S Indiana AveBloomingtonIN47405356001673$537,308see Part IVState of Indiana
Indiana University Foundation
PO Box 500BloomingtonIN47402356018940$130,719see Part IV501(c)(3)
Innovative Technology Application Company
Post Office Box 6971ChesterfieldMO630066971431867210$35,906see Part IV
Iowa State University
Sponsored Programs AccountingAmesIA50011426004224$26,232see Part IVState of IowaAdmin Services Bldg Rm 1810
Issue One
1401 K St NW Suite 350WashingtonDC20005320384285$25,000see Part IV501(c)(3)
Johns Hopkins University
3400 N Charles StreetBaltimoreMD21218520595110$416,426see Part IV501(c)(3)
Joyful Heart Foundation
32 West 22nd Street 4th FloorNew YorkNY10010721519537$30,000see Part IV501(c)(3)
Kelly Cares Foundation
1251 N Eddy Street Suite 200South BendIN46617263591070$30,000see Part IV501(c)(3)
La Casa de Amistad
746 S Meade StreetSouth BendIN46619351350013$5,000see Part IV501(c)(3)
Lifetime Education & Research Netwo
PO Box 1781South BendIN46634141883064$5,000see Part IV501(c)(3)
Little Flower Parish Society of St
5522 Dorr StreetToledoOH43615352391495$5,000see Part IV501(c)(3)
Little Traverse Conservancy
3264 Powell RoadHarbor SpringsMI49740237267810$20,000see Part IV501(c)(3)
Logan Community Resources
2505 E Jefferson BlvdSouth BendIN46615350965639$35,000see Part IV501(c)(3)
Loyola University Chicago
Lewis TowersChicagoIL606112196361408475$108,315see Part IV501(c)(3)Floor 13
Lumen Cordium Society
835 N Rush StreetChicagoIL606112030362170826$10,000see Part IV501(c)(3)
Manhattan College
4513 Manhattan ParkwayRiverdaleNY10471131740468$25,000see Part IV501(c)(3)
Market Metrix
11400 Commerce Park DriveRestonVA201911516943271617$9,441see Part IV
Massachusetts Institute of Technology
Cashiers Office NE49-3077CambridgeMA021394307042103594$55,494see Part IV501(c)(3)77 Massachusetts Avenue
Mathematica Policy Research
Post Office Box 2393PrincetonNJ085432393222112296$39,458see Part IV
Mayo Clinic
200 First St SWRochesterMN55902416011702$10,000see Part IV501(c)(3)
Miami University Foundation
725 East Chestnut StreetOxfordOH45056316026014$19,562see Part IV501(c)(3)
Michigan State University
Contract And Grant AdmnEast LansingMI488242612386005984$186,446see Part IVState of Michigan426 Auditorium Rd Rm 2
Michigan Technological University
CashierS OfficeHoughtonMI499311295386005955$11,517see Part IVState of Michigan1400 Townsend Drive
Minnesota Ballet
301 West 1st Street 800DuluthMN55802416055588$20,000see Part IV501(c)(3)
Misericordia Home
6300 North Ridge AvenueChicagoIL60660362170153$25,000see Part IV501(c)(3)
Montana State University
Office of Sponsored ProgramsBozemanMT597172470816010045$61,455see Part IVState of Montana309 Montana Hall
MZA Associates Corporation
Suite 150AlbuquerqueNM871063140850400557$128,725see Part IV2021 Girard Boulevard SE
National Catholic College Admission
PO Box 267New AlbanyOH43054222811383$5,000see Part IV501(c)(3)
National Football Foundation
433 Las Colinas Blvd E Suite 1130IrvingTX75039221508812$8,000see Part IV501(c)(3)
New York University
Sponsored Programs AdministrationNew YorkNY100032170135562308$17,500see Part IV501(c)(3)105 East 17th Street
NOAA Great Lakes Environmental Research Lab
Department of CommerceGermantownMD208741178061834875$36,148see Part IVFederal20020 Century Boulevard
NORC
Suite 1800ChicagoIL606035820362167808$623,752see Part IV501(c)(3)55 East Monroe Street
North Carolina State University
Campus Box 7214RaleighNC276950001566000756$12,701see Part IVState of NCOffice of Contracts And Grants
Northern Jet Management Inc
Building 203Grand RapidsMI495124058383261631$486,718see Part IV5500 44th Street Southeast
Northwestern University
Acct Research Sponsor ProgramsChicagoIL606114579362167817$175,535see Part IV501(c)(3)Attn Karen Spina Rubloff 7th Floor
Ohio State University
College of Arts And SciencesColumbusOH432101335316025986$862,622see Part IVState of Ohio113A University Hall
Oklahoma State University
Grants Contracts Financial AdmnStillwaterOK740760645736017987$60,859see Part IVState of OklahomaPost Office Box 645
Omaha Performing Arts Society
1200 Douglas StreetOmahaNE68102470832480$250,000see Part IV501(c)(3)
Oregon State University
Post Office Box 1086CorvallisOR973391086611730890$160,269see Part IVState of Oregon
Papal Foundation
150 Monument Road Suite 609Bala CynwydPA19004232511991$100,000see Part IV501(c)(3)
Pennsylvania State University
Research AccountingState CollegePA168014842246000376$706,780see Part IVState of PASuite 401
Princeton University
Sponsored Research AccountingPrincetonNJ085406242210634501$118,604see Part IV501(c)(3)Suite 443
ProMazo National Foundation
131 Ridgefield RoadNewtown SquarePA19073464855681$100,000see Part IV501(c)(3)
Purdue University
610 Purdue MallWest LafayetteIN47907356002041$1,661,406see Part IVState of IndianaSponsored Program Services
Queen Elizabeth II September 11th G
11 Hanover Square Floor 12New YorkNY10005113681365$10,000see Part IV501(c)(3)
Rebuilding Together
1899 L Street NW Suite 1000WashingtonDC20036521585880$7,000see Part IV501(c)(3)
Research Foundation of CUNY
Floor 7New YorkNY100367207131988190$19,575see Part IV501(c)(3)
Rice University
Research Cost Accounting-MS 74HoustonTX772511892741109620$13,162see Part IV501(c)(3)Post Office Box 1892
Right to Life
2004 Ironwood Circle Suite 130South BendIN46635310935278$5,000see Part IV501(c)(3)
Rutgers The State University of New Jersey
Rutgers Business School-Exec EducPiscatawayNJ08854226001086$44,268see Part IVState of New JerseyRoom 5177C
Ryan's Quest Inc
PO Box 2544HamiltonNJ08690261890529$5,000see Part IV501(c)(3)
Saint Michael's College
Box 274ColchesterVT054391000030179403$30,583see Part IV501(c)(3)1 Winooski Park
Salvation Army of Duluth Minnesota
215 S 27th Avenue WDuluthMN55806362167910$30,000see Part IV501(c)(3)
San Francisco 49ers Foundation
4949 Marie P De Bartolo WaySanta ClaraCA95054770287514$10,000see Part IV501(c)(3)
Santa Cruz Catholic School
29 W 22nd StreetTucsonAZ85713860127607$5,000see Part IV501(c)(3)
Schwab Charitable Fund
211 Main StreetSan FranciscoCA94105311640316$25,000see Part IV501(c)(3)
Scottish Rite Foundation
28 W 2nd StreetDuluthMN55802411420162$20,000see Part IV501(c)(3)
SDSN Association Inc
475 Riverside Drive Suite 825New YorkNY10115473511012$100,000see Part IV501(c)(3)
Sisters of the Holy Cross
407 Bertrand Hall - St MarysNotre DameIN465565000350868159$10,000see Part IV501(c)(3)
Society of Catholic Scientists
9 N Wynwyd DriveNewarkDE19711464118253$5,000see Part IV501(c)(3)
South Bend Alumni Association
215 S St Joseph StreetSouth BendIN46601351674506$7,500see Part IV501(c)(3)
South Bend Symphony Orchestra
127 N Michigan StreetSouth BendIN46601356042189$20,000see Part IV501(c)(3)
Southern Baptist Theological Semina
2825 Lexington RoadLouisvilleKY40206610500919$30,000see Part IV501(c)(3)
Special Camps for Special Kids
2929 Carlisle Street Suite 355DallasTX75204752205242$10,000see Part IV501(c)(3)
St Joseph County
227 West Jefferson Blvd 7th FloorSouth BendIN46601356000194$2,314,362see Part IVCounty - St. Joseph
St Agnes of Bohemia School
2643 S Central Park AvenueChicagoIL60623363552287$10,000see Part IV501(c)(3)
St Alphonsus School
13940 Greenwell Springs RoadGreenwell SpringsLA70736720574145$20,000see Part IV501(c)(3)
St Ann Catholic School
310 North Olive AvenueWest Palm BeachFL33401596001732$46,500see Part IV501(c)(3)
St John the Evangelist Catholic Sc
240 Arnold StreetHapevilleGA30354205200945$12,000see Part IV501(c)(3)
St Joseph County Parks Foundation
50651 Laurel RoadSouth BendIN46637351459569$7,500see Part IV501(c)(3)
St Joseph Institute for the Deaf
1314 Strassner DriveBrentwoodMO63144430653494$20,000see Part IV501(c)(3)
St Louis University
Office of Sponsored Programs AdmnSt LouisMO631083306430654872$11,835see Part IV501(c)(3)Fusz Memorial Hall Room 368
St Margaret's House
117 N Lafayette BlvdSouth BendIN46601351913328$15,000see Part IV501(c)(3)
St Mary's College
149 LeMans HallNotre DameIN46556350868158$25,500see Part IV501(c)(3)
St Mathias Apostle School
9473 Annapolis RoadLanhamMD20706520780162$6,200see Part IV501(c)(3)
Stanford University
Post Office Box 44253San FranciscoCA941444253941156365$600,824see Part IV501(c)(3)
Superior Douglas County Family YMCA
9 N 21st StreetSuperiorWI54880390813468$120,000see Part IV501(c)(3)
Tau Beta Pi Association
PO Box 2697KnoxvilleTX379012697620479545$50,000see Part IV501(c)(3)
The Fund of RIT
116 Lomb Memorial DriveRochesterNY14623160743140$5,000see Part IV501(c)(3)
The History Museum
808 W Washington StreetSouth BendIN46601351124156$10,000see Part IV501(c)(3)
The Hopewell
1201 Connecticut Ave NW Suite 300WashingtonDC20036473681860$50,000see Part IV501(c)(3)
The Nature Conservancy
101 East Grand River AvenueLansingMI489064374530242652$11,555see Part IV501(c)(3)
The V Foundation
14600 Weston ParkwayCaryNC27513133705951$5,000see Part IV501(c)(3)
Tip of the Mitt Watershed Council
426 Bay StreetPetoskeyMI49770382361745$10,000see Part IV501(c)(3)
To Teach Who Christ Is (Archdiocese of Chicago)
PO Box 7256KensingtonCT060377256362170826$10,000see Part IV501(c)(3)
US Forest Service
c/o CitibankLos AngelesCA900301550720564834$11,522see Part IVFederalPost Office Box 301550
United States Geological Survey
Post Office Box 71362PhiladelphiaPA191761362530196958$20,800see Part IVFederal
United Way of St Joseph County
3517 E Jefferson BlvdSouth BendIN46615351063368$18,500see Part IV501(c)(3)
University Corporation for Atmospheric Research
Post Office Box 3000BoulderCO803073000742439386$127,236see Part IV501(c)(3)
University of Akron
Department of AthleticsAkronOH443250001346002924$78,734see Part IVState of Ohio
University of California
Cashiers OfficeWest SacramentoCA957989062946036494$2,480,503see Part IVState of CaliforniaPost Office Box 989062
University of California at Davis
Cashiers OfficeWest SacramentoCA957989062946036494$17,311see Part IVState of CaliforniaPost Office Box 989062
University of California at San Diego
MC 0009La JollaCA920930009956006144$61,592see Part IVState of California9500 Gilman Drive
University of California San Francisco
Box 0897 EMFSan FranciscoCA94143946002123$75,340see Part IVState of California
University of Chicago
Financial Services Suite 300ChicagoIL606372612362177139$284,773see Part IV501(c)(3)Sponsored Award Accounting
University of Cincinnati
2600 Clifton AveCincinnatiOH45220316000989$41,355see Part IVState of Ohio
University of Colorado-Boulder
Sponsored Projects AccountingDenverCO802910001846000555$169,265see Part IVState of ColoradoPost Office Box 910220
University of Connecticut
Office of Sponsored ProgramsStorrs MansfieldCT062690001060772160$74,397see Part IVState of ConnecticutUnit 1133
University of Denver
CO Seminary Mary Reed Bldg 222DenverCO80208840404231$28,750see Part IV501(c)(3)Office of Research Spons Programs
University of Florida
Contracts Grants Acctg SvcsGainesvilleFL326110001596002052$58,120see Part IVState of FloridaAttn Tiffany Schmidt
University of Idaho
Office of Sponsored ProgramsMoscowID838443020826000945$34,714see Part IVState of IdahoMS 3020
University of Illinois
Grants ContractsChampaignIL61820376000511$208,798see Part IVState of Illinois601 E John Street
University of Iowa
Grant AccountingIowa CityIA52242426004813$138,158see Part IVState of IowaB5 Jessup Hall
University of Kentucky
Research FoundationLexingtonKY40508616033693$23,238see Part IVState of Kentucky201 Kinkead Hall
University of Maryland
Comptroller-Contract GrantCollege ParkMD207420001526002033$25,119see Part IVState of Maryland4101 Chesapeake Building
University of Michigan
500 S State StreetAnn ArborMI48109386006309$249,350see Part IVState of Michigan
University of Minnesota
NW 5957MinneapolisMN554850001416007513$176,251see Part IVState of MinnestoaPost Office Box 1450
University of Nebraska-Lincoln
151 Whittier Research CenterLincolnNE685830861470049123$15,814see Part IVState of Nebraska
University of Nevada Reno
UNR Board of RegentsRenoNV895570124886000024$48,709see Part IVState of NevadaOffice of the Controller MS124
University of North Carolina-Chapel Hill
Office of Sponsored ResearchChapel HillNC27599566001393$408,515see Part IVState of NC
University of North Carolina-Greensboro
1400 Spring Garden StGreensboroNC27412566001468$17,108see Part IVState of NCPost Office Box 26170
University of Pennsylvania
Post Office Box 785541PhiladelphiaPA191785541231352685$536,306see Part IV501(c)(3)
University of Pittsburgh
Post Office Box 371220PittsburghPA152507220250965591$235,722see Part IVState of PA
University of Richmond
28 Westhampton WayRichmondVA231730002540505965$52,589see Part IV501(c)(3)
University of San Diego
5998 Alcala ParkSan DiegoCA921102492952544535$31,061see Part IV501(c)(3)
University of Southern California
Sponsored Projects AccountingLos AngelesCA900740001951642394$71,981see Part IV501(c)(3)File No 52095
University of Tennessee
210 Student Services BuildingKnoxvilleTN379960001626001636$187,168see Part IVState of TennesseeOffice of The Bursar
University of Texas at Austin
Office of AccountingAustinTX787137159746000203$96,372see Part IVState of TexasPost Office Box 7159
University of Texas at Tyler
Deborah Gibson ADM 333TylerTX757990001751396988$46,217see Part IVState of Texas3900 University Boulevard
University of Texas Dallas
Contracts And Grants AccountingRichardsonTX750803021751305566$782,035see Part IVState of Texas800 West Campbell Road
University of Utah
Grants Contracts AccountingSalt Lake CityUT841129020876000525$382,620see Part IVState of UtahRoom 406
University of Virginia
Office of Sponsored ProgramsCharlottesvilleVA229044195546001796$14,949see Part IVState of VirginiaPost Office Box 400195
University of Washington
Grant Contract AccountingSeattleWA98195916001537$17,733see Part IVState of Washington
University of Wyoming
Contracts Grants AccountingLaramieWY82071836000331$7,800see Part IVState of WyomingPost Office Box 3355
Vanderbilt University
Gift Process VU Station B 357727NashvilleTN37235620476822$20,000see Part IV501(c)(3)2301 Vanderbilt Place
Villanova University
Office of Research AdministrationVillanovaPA190851478231352688$20,363see Part IV501(c)(3)Middleton Hall
Virginia Commonwealth University
Post Office Box 843039RichmondVA232843039546001758$50,000see Part IVState of Virginia
Virginia Polytechnic Institute and State University
Office of Sponsored ProgramsBlacksburgVA24061546001805$39,295see Part IVState of VirginiaNorth End Center MC 0170
Wake Forest University
Financial And Accounting ServicesWinston SalemNC271096226560532138$6,998see Part IV501(c)(3)Post Office Box 7201
Washington University St Louis
Campus Box 1034St LouisMO631121408430653611$67,355see Part IV501(c)(3)700 Rosedale Avenue
Weill Cornell Medical College
Cornell Univ Research AccountingNew YorkNY10022131623978$75,000see Part IV501(c)(3)
Western Washington University
Mail Stop 9004BellinghamWA982255950916000562$31,707see Part IVState of Washington516 High Street
Women's Care Center
360 N Notre Dame AvenueSouth BendIN46617383651599$60,000see Part IV501(c)(3)
Wright State University
Wsu Office of The BursarDaytonOH454350002310732831$50,658see Part IVState of Ohio3640 Colonel Glenn Highway
Yale University
Grant Contract Financial AdminNew HavenCT065081873060646973$148,987see Part IV501(c)(3)Post Office Box 1873
YMCA
1201 Northside BoulevardSouth BendIN46615350868216$5,000see Part IV501(c)(3)
St Joseph County Chamber of Commerce
101 N Michigan St Ste 300South BendIN46601350153330$71,100see Part IV501(c)(3)
Town of Roseland
200 Independence DriveSouth BendIN46637351169548$67,500see Part IVTown - Roseland
FieldValueIRS element (for citing)
Total501c3 Org212Total501c3OrgCnt
Total Other Org11TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Tuition Scholarships, Fellowships, and Room and Board Discounts8134$292,399,043
Athletics Grant-in-Aid389$1,190,753
Housing and Other Assistance516$671,302
Prizes and Awards1241$2,295,131
Research/Travel Grant3595$3,829,851

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 PaymentYes (true)SeverancePaymentInd
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 (13 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$642,071$0$0$0$41,133$0$152,132$0$19,131$0$854,467$0$0$0
Thomas G Burish PhD
Provost & Trustee$481,456$0$1,883,459$0$24,905$0$325,068$0$17,741$0$2,732,629$0$1,332,413$0
Rev John I Jenkins CSC PhD
President & Trustee$816,108$0$0$0$83,215$0$0$0$157,549$0$1,056,872$0$0$0
Rev Timothy R Scully CSC
Professor & Trustee$178,320$0$0$0$17,936$0$0$0$15,744$0$212,000$0$0$0
Rev Austin Collins CSC
Professor & Trustee$145,709$0$0$0$14,675$0$0$0$38,105$0$198,489$0$0$0
Marianne Corr JD
VP & General Counsel$530,789$0$0$0$28,322$0$26,500$0$8,624$0$594,235$0$0$0
Scott C Malpass MBA
VP & Chief Investment Officer$1,047,184$0$3,354,057$0$82,114$0$1,700,250$0$8,026$0$6,191,631$0$1,345,991$0
John B Swarbrick Jr
Athletic Director$1,030,797$0$200,000$0$118,130$0$226,500$0$36,481$0$1,611,908$0$0$0
Michael P Brey
Head Coach, Basketball$916,523$0$214,383$0$94,380$0$26,500$0$19,052$0$1,270,838$0$0$0
Michael D Donovan MBA JD
Managing Director, Invest.$590,649$0$1,368,799$0$33,102$0$753,392$0$8,361$0$2,754,303$0$520,606$0
Brian Kelly
Head Coach, Football$1,292,876$0$600,000$0$182,607$0$26,500$0$27,655$0$2,129,638$0$0$0
Muffet McGraw
Head Coach, Basketball$1,044,696$0$201,554$0$105,840$0$26,500$0$16,808$0$1,395,398$0$0$0
Brian VanGorder
Asst. Coach/Coordinator, Football$735,948$0$130,700$0$280,993$0$26,500$0$21,148$0$1,195,289$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, 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 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 and Fr. Austin Collins are also faculty members of the University. As a result of these faculty 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. $135,772 of the amount included on Schedule J, Part II, Column D for Fr. Jenkins and $22,361 of the amount included on Schedule J, Part II, Column D for Fr. Austin Collins represents qualified tuition benefit offered to members of the Congregation of Holy Cross, United States Province Inc.
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 13 persons included in Form 990, Part VII, Section A in 2016 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: Spouses of University employees are occasionally asked to travel on University business. Spousal 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 spousal 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 5 persons included in Form 990 Part VII, Section A in 2016 and if the business purpose of the spousal 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 9 persons included in Form 990, Part VII. Section A in 2016 and was reported as taxable compensation in those instances.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useType of Benefit/Recipients of the benefit and tax treatment: Housing was provided to 3 persons included on Form 990, Part VII, Section A, in 2016 . All 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 3 individuals was not included in gross income of the recipients under Section 119 of the Internal Revenue Code.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesType of benefit: Social club dues are occasionally paid on behalf of employees of the University, and these dues are added to the individual's income to reflect personal use (as reported on an annual basis). Recipients of the benefit and tax treatment: Social club dues were provided to 6 persons included in Form 990, Part VII, Section A in 2016 and were reported as taxable compensation in all of those instances.
Schedule J, Part I, Line 4a Severance or change-of-control paymenta(i)-Termination payment of $257,074 was made during the reporting period to Brian VanGorder under a separation agreement.
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 2016. Affleck-Graves received an accrued benefit of $125,632 in 2016. Burish received an accrued benefit of $298,568 under his nonqualified deferred compensation plan in 2016. Swarbrick received an accrued benefit of $200,000 during that calendar year 2016 . Malpass received an accrued benefit of $1,673,750 in 2016. Donovan received an accrued benefit of $726,892 in 2016. 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.
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 $3,354,057 in calendar 2016 related to this program. 5a(ii) -Michael D. Donovan, Managing Director for Private Capital Investments received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Donovan received $1,368,799 in calendar 2016 related to this program.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1St Joseph County IndianaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN356000194BondIssuerEIN
CUSIP79061ABK2CUSIPNum
Bond Issued2009-09-30BondIssuedDt
Issue Price$153,953,342IssuePriceAmt
PurposeSee Part VIPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$153,953,386TotalProceedsAmt
Issuance Costs From Proceeds$953,386IssuanceCostsFromProceedsAmt
Other Spent Proceeds$153,000,000OtherSpentProceedsAmt
Current RefundingYes (true)CurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (true)EngageBondCounselResearchInd
Private Bus Use By Others0.0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebateYes (true)ExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I GeneralThe University's Series 2009 Bonds remain outstanding as of the end of the tax year, and include a refunded portion of the Series 2005 Bonds ($110,000,000) which are subject to reporting requirements. The University continues to evaluate and quantify any private business use related to the original Series 2005 projects as reported in Part III of Form 990 Schedule K. On February 5, 2015, the University fully redeemed the outstanding St. Joseph County, Indiana Educational Facilities Variable Rate Revenue Bonds, Series 2003, Series 2005, and Series 2007 with proceeds from the Series 2015 Taxable Fixed Rate Bonds. These refunded bonds are no longer outstanding as of the end of the tax year, and are no longer reported on Form 990 Schedule K.
Schedule K, Part I, Column (f) Description of PurposeTotal issue price of $153,953,341.65, comprised of an original issue premium of $7,388,341.65 and principal amount of $146,565,000 St. Joseph County, Indiana Educational Facilities Refunding Revenue Bonds, Series 2009 issued on September 30, 2009. Bond proceeds were used to refund the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 1998 dated October 1, 1998 and $110,000,000 of the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2005 dated December 8, 2005. The University continues to evaluate and quantify any private business use related to the original Series 2005 projects as reported in Part III of Form 990 Schedule K. Details of the refunded Series 2005 Bonds (of which a portion are outstanding in the Series 2009 Bonds) are as follows: $185,000,000 St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2005 were originally issued on December 8, 2005, with CUSIP number 79061ABA4. $110,000,000 of the Series 2005 Bonds were refunded by the St. Joseph County Series 2009 Bonds. $75,000,000 of the Series 2005 Bonds were converted from a weekly rate period to a term rate period commencing November 6, 2008, with a new CUSIP number 79061ABF3. On February 5, 2015, the remaining $75,000,000 Series 2005 Bonds were fully redeemed with taxable debt through the issuance of the Series 2015 Taxable Fixed Rate Bonds. Series 2005 Bond proceeds were originally used to refund the Indiana Health and Educational Facility Financing Authority Educational Facilities Revenue Bonds, Series 1995 dated August 9, 1995, to refund the St. Joseph County, Indiana Educational Facilities Revenue Bonds, Series 1996 dated September 12, 1996, and to refund a portion of the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2002 dated March 5, 2002. Proceeds were also utilized to finance and reimburse a portion of the costs of various campus improvements. Those improvements include (i) the construction of new roads along the south and east boundaries of the University's campus and the realignment of Angela Boulevard, Edison Road and Ivy Road in connection therewith, and the closing of Juniper Road, (ii) renovation and improvements to the Student Health Center, (iii) repair and regilding of the dome on top of the Administration Building, (iv) renovation and improvements to laboratory facilities within the Galvin Life Science Building, and (v) general construction and renovation projects.
Schedule K, Part II, Line 3 Total proceeds of issueAmount reported on Line 3 of $153,953,386 includes investment earnings and as a result, does not agree to issue price listed on Part I. The Series 2009 Bonds refunded the Series 1998 Bonds ($43,000,000) and a portion of the Series 2005 Bonds ($110,000,000 of $185,000,000). This amount reported includes the original issue price of $153,953,341.65 (including the original issue premium of $7,388,341.65, a portion of which is amortized each year) plus investment earnings of $44.66.
Schedule K, Part II, Line 10 Capital expenditures from proceedsSeries 2009 was a refunding issue that did not fund capital expenditures.
Schedule K, Part II, Line 11 Other spent proceedsAmount reported represents the refunded Series 1998 Bonds ($43,000,000)and the portion of refunded Series 2005 Bonds ($110,000,000).
Schedule K, Part II, Line 13 Year of substantial completionThe Series 2009 Bonds only refunded previous issues and did not finance capital expenditures. Therefore, response was left blank. As a point of reference, the 'Year of substantial completion' for the Series 2005 Bonds was 2010.
Schedule K, Part II, Line 16 Final allocation of proceedsThe Series 2009 Bonds only refunded previous issues and did not finance capital expenditures. Therefore, response was indicated as "NO". The final allocation for the Series 2005 Bonds has been made by the University.
Schedule K, Part III, Line 2 Private Business Use - Lease ArrangementsThe Series 2009 Bonds refunded the Series 1998 Bonds and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds.
Schedule K, Part III, Line 3b Private Business UseInternal General Counsel routinely reviews agreements and External counsel is engaged when appropriate to review agreements.
Schedule K, Part III, Line 3d Private Business UseInternal General Counsel routinely reviews agreements and External counsel is engaged when appropriate to review agreements.
Schedule K, Part III, Line 4 Private Business Use PercentageThe University reported the private business use percentages in Part III of Schedule K after reviewing the private business activity on campus. The University's intent upon issuance of the bonds was that equity contributions would first be allocated to any potential private business use in the financed facilities. The University financed a number of infrastructure/renovation projects that met the criteria as Qualified Improvement Exceptions. The Series 2009 Bonds refunded the Series 1998 and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds and reported in response to this question. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015.
Schedule K, Part III, Line 5 Private Business Use PercentageThe University reported the private business use percentages in Part III of Schedule K after reviewing the private business activity on campus. The University's intent upon issuance of the bonds was that equity contributions would first be allocated to any potential private business use in the financed facilities. The University financed a number of infrastructure/renovation projects that met the criteria as Qualified Improvement Exceptions. The Series 2009 Bonds refunded the Series 1998 and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds.
Schedule K, Part IV, Line 2a ArbitrageThe Series 2009 Bonds refunded the University's Series 1998 Bonds and a portion of the Series 2005 Bonds. The Series 1998 Bonds met the spend-down requirement, thereby qualifying for an exception to rebate. The Series 2005 Bonds also qualified for an exception to rebate based on meeting the spend-down requirement.
Schedule K, Part IV, Line 2b ArbitrageThe Series 2009 Bonds refunded the University's Series 1998 Bonds and a portion of the Series 2005 Bonds. The Series 1998 Bonds met the spend-down requirement, thereby qualifying for an exception to rebate. The Series 2005 Bonds also qualified for an exception to rebate based on meeting the spend-down requirement.
Schedule K, Part IV, Line 2c ArbitrageThe Series 2009 Bonds refunded the University's Series 1998 Bonds and a portion of the Series 2005 Bonds. The Series 1998 Bonds met the spend-down requirement, thereby qualifying for an exception to rebate. The Series 2005 Bonds also qualified for an exception to rebate based on meeting the spend-down requirement.
Schedule K, Part III, Line 3a Private Business Use - Management or Service ContractsThe Series 2009 Bonds refunded the Series 1998 Bonds and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds.
Schedule K, Part III, Line 3c Private Business Use - Research AgreementsThe Series 2009 Bonds refunded the Series 1998 Bonds and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Related to Substantial ContributorBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgFamily member of a substantial contributor to the UniversityRelationshipWithOrgTxt
Cash Grant$71,057CashGrantAmt
Type Of AssistanceFinancial assistanceTypeOfAssistanceTxt
Assistance PurposeFinancial aidAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 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$205,950The 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$87,500University 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$1,060,332FlexJet 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
Directional Capital - Corporate Wings
Corporate Wings is at least a 35% controlled entity of Trustee Kenneth Ricci$72,598Corporate Wings provides an airplane hangar and fuel 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
Contribution6ContributionCnt
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
Contribution1016ContributionCnt
Noncash Contributions Rpt F990$102,864,991NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$252,896NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$650,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOpinions of expertsMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)OTHER275$0NONE
Yes (X)Bitcoin1$245,498Selling cost
FieldValueIRS element (for citing)
Form8283 Received27Form8283ReceivedCnt
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 (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 115,178,655 including grants of $ 636,802)(Revenue $ 14,875,242) 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 $ 37,418,961 including grants of $ 12,809,243)(Revenue $ 5,199,384) 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, Andrew McKenna, Jr., Trustee, J. Christopher Reyes, Trustee and Richard Notebaert, Trustee - Business relationship, John J. Brennan, Trustee and James Rohr, Trustee - Business relationship, Andrew McKenna, Jr., Trustee and J. Christopher Reyes, Trustee - Business relationship, Scott C. Malpass, Officer and J. Christopher Reyes, Trustee - Business relationship
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. A FINAL COPY OF THE FORM 990, EXCLUDING THE NAME OF AN ANONYMOUS DONOR, IS PROVIDED TO EACH MEMBER OF THE AUDIT COMMITTEE AND THE BOARD OF TRUSTEES PRIOR TO THIS FILING WITH THE IRS. OTHER THAN THE NAME OF AN ANONYMOUS DONOR, NO OTHER INFORMATION WAS REDACTED FROM THE DRAFT AND FINAL COPIES OF THE FORM 990 PROVIDED TO THE AUDIT COMMITTEE AND BOARD MEMBERS. AN OFFICER OF THE UNIVERSITY AND ITS PAID PREPARER, RESPECTIVELY, SIGN THE FINAL FORM 990 THAT IS FILED WITH THE IRS (WITH NO REDACTIONS).
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://www2.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: 8604347, Related or Exempt Function Revenue: 8604347, 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: 5166708, Related or Exempt Function Revenue: 5166708, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesNet gain/(loss) on debt-related derivative instruments - 59649442; Change in value of split-interest agreements - 10993470; Net pension and postretirement benefits-related changes - 19163184; Other non-operating changes in net assets - -1062580;
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$40,360$153,765University of Notre Dame du Lac
Dynamo Brasil III LLC
Corporation Trust Center1209 Orange StWilmingtonDE19801InvestmentsDE$8,336,444$78,489,935University of Notre Dame du Lac
ND Properties I LLC
Controllers Office731 Grace HallNotre DameIN46556Rental real estateIN$15,435,000$0University of Notre Dame du Lac271677880
NDI Gateway LLC
203 Main BuildingNotre DameIN46656Foreign educational activitiesIN$0$579,963University of Notre Dame du Lac472320410
Santa Fe Interests LLC
Controllers Office724 Grace HallNotre DameIN46556Rental real estateDE$2,079,889$48,628,958University of Notre Dame du Lac203977995

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 OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdForeign PostalForeignAddress/ForeignPostalCd
Association of Notre Dame Clubs Inc
Controllers Office731 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)Av Vicuna Mackenna 4860Macul Programas InternacionalesSantiagoCICI
The University of Notre Dame (USA) in England
Study abroad program501(c)(3)University of Notre Dame du LacYes (true)1 Suffolk StreetLondonUKUKSW1Y4HG
University of Notre Dame du Lac Gillen Foundation
Controllers Office731 Grace hallNotre DameIN46556237125378Research facility operationsMI501(c)(3)Type IUniversity of Notre Dame du LacYes (true)
Voice of the Fighting Irish Inc
Controllers Office731 Grace HallNotre DameIN46556311135580Radio stationIN501(c)(3)Type IUniversity of Notre Dame du LacYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctUBI Code VUBICodeVAmtAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
IPND Leverage Lender LLC
Controllers Office724 Grace HallNotre DameIN46556271678084FinanceINUniversity of Notre Dame du LacExcluded-$14,381,166$0falseYes (true)0.999
Magna NYC Co-Investment LP
300 Centerville RoadSuite 300 EastWarwickRI02886261523052Real estate investmentDEGP Magna NYC Co-Investment LLCExcluded$18,810,326$85,786,540falsefalse0.7939
Merit Energy Partners VIII LP
13727 Noel RdSuite 1200DallasTX75240752530212Direct energy investmentsDEMerit Partners LPExcluded-$2,071,261$91,146,377falsefalse0.99
Qiming II Investor Holdings LLC
350 106th Ave NEFirst FloorBellevueWA98004270464551Feeder fundWAUniversity of Notre Dame du LacExcluded$331,308$3,103,504falseYes (true)1
Thor Palmer House Co-Investor LP
25 West 39th Street11th FloorNew YorkNY10018203283109Real estate investmentDEThor Palmer House Co-Investor GP LLCExcluded$390,229$41,892,035falsefalse0.6872
Bridgewater Corporate Bond Fund LLC
One Glendenning PlaceWestportCT06880522317130InvestmentsDEBridgewater Associates LPExcluded$6,791,587$114,899,901falsefalse0.6554
NDFPR LP
PO Box 194170San FranciscoCA941194170611769730InvestmentsDEBART Partners VIII LLCExcluded$1,193,834$97,818,343falsefalse0.999
VMG Stone Brewing Coinvestment LP
39 Mesa StreetSuite 310San FranciscoCA94129812802402InvestmentsDEVMG Partners III GP LPUnrelated-$1,087,153$58,097,447falsefalse0.648-$1,087,153
Adveq EEM I LP
InvestmentsSchroder Adveq Management Jersey LtdExcluded$0$2,142,258falsefalse0.9950 Lothian RoadFestival SquareEndinburghUKEH39WJUK
Level Equity Sub-Debt Co-Investment I
Two Grand Central Tower140 E 45th St 39th FloorNew YorkNY10017InvestmentsDELevel Equity Management LLCExcluded$0$0falsefalse0.95

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndLegal Domicile StateLegalDomicileStateCdAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
BCMR Feeder-TE LP
518 17th StreetSuite 1700DenverCO80202980582629Feeder fundCAUniversity of Notre Dame du LacC Corporation$2,346,300$11,210,2490.99Yes (true)
Bradley-DeBartolo Inc
Controllers Office731 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-$3,381,969$108,687,0510.9503Yes (true)
Sessa Capital (International) Ltd
InvestmentsCJUniversity of Notre Dame du LacC Corporation-$1,686,632$66,151,7190.4645Yes (true)c/o Intertrust Corp Svcs Cayman LTD190 Elgin AveGeorge TownGrand CaymanCJE9KYI9005
Sorin Management Ltd
InvestmentsMPUniversity of Notre Dame du LacC Corporation$291,094$94,038,6291.00Yes (true)c/o Apex Fund Services Ltd 4th FlRaffles Tower 19 Cyber CityEbeneMP
TDR Capital II C Holdings LP
980648852Feeder fundUKUniversity of Notre Dame du LacC Corporation-$7,924$24,060,5031.00Yes (true)50 Lothian RdFestival SquareEdinburghUKEH39WJ
Tegean Offshore Fund Ltd
c/o Tegean Capital Management LLCChrysler Building 405 Lexington AveNew YorkNY10174Feeder fundCJUniversity of Notre Dame du LacC Corporation$2,357,781$107,114,3370.8206Yes (true)
ND Renewable Energy Inc
724 Grace HallNotre DameIN46556814675664FinanceUniversity of Notre Dame du LacC Corporation$0$01.00Yes (true)IN
Charitable remainder trusts (60)
Split-interest trusts in which Notre Dame 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 (21 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BCMR Feeder-TE LP
S$3,995,630Amount received
Adveq EEM I LP
B$4,012,038Funding provided
Bridgewater Corporate Bond Fund LLC
B$1,595,908Funding provided
Bridgewater Corporate Bond Fund LLC
S$46,319,527Amount received
NDFPR LP
B$50,000,000Funding provided
Kingdom Ridge Capital Fund Ltd
B$20,000,000Funding provided
Level Equity Sub-Debt Co-Investment I
B$3,800,000Funding provided
Magna NYC Co-Investment LP
S$1,390,074Amount received
Merit Energy Partners VIII LP
B$33,660,000Funding provided
Merit Energy Partners VIII LP
S$6,435,000Amount received
Qiming II Investor Holdings LLC
S$544,382Amount received
Tegean Offshore Fund Ltd
S$20,000,000Amount received
VMG Stone Brewing Coinvestment LP
B$291,620Funding provided
Fundacion University of Notre Dame Chile
B$393,751Funding provided
The University of Notre Dame (USA) in England
B$3,290,244Funding provided/expenses incurred
The University of Notre Dame (USA) in England
R$4,922,438Remittance of revenues collected on behalf of organization
Charitable remainder trusts (2)
S$1,437,023Remainder interest received
Sorin Management Ltd
B$32,418,996Funding provided
University of Notre Dame Gillen Foundation
B$675,109Funding provided
Voice of the Fighting Irish Inc
B$85,196Funding provided
IPND Leverage Lender LLC
S$124,539Amount received

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
University of Notre Dame du Lac
Controllers Office 724 Grace HallNotre DameIN46556350868188Yes (X)$0$346,592$346,592$1,239,961,640$1,240,308,232$1,000,000$250,000$0$0$0
University of Notre Dame Gillen Foundation
Controllers Office 724 Grace HallNotre DameIN46556237125378$0$0$0$715,101$715,101$132,265$33,066$0$0$0
Voice of the Fighting Irish Inc
Controllers Office 724 Grace HallNotre DameIN46556311135580$0$0$0$86,991$86,991$17,398$4,350$0$0$0