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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T08:00:10-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008342 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pricewaterhousecoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13th Street NW Suite 1000 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200053333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Notre Dame du Lac | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5746313288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Affleck-Graves | PersonNm |
| Person Title | Executive Vice President | PersonTitleTxt |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Travis L Patton | PreparerPersonNm |
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rev John I Jenkins CSC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,559,960,673 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 5067 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nd.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1844 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 49 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 18513 | TotalEmployeeCnt |
| Total Volunteers | 2007 | TotalVolunteersCnt |
| Total Gross UBI | $1,355,576 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$12,280,386 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $571,970,426 | PYContributionsGrantsAmt |
| CY Contributions Grants | $472,008,270 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $878,212,300 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $935,040,306 | CYProgramServiceRevenueAmt |
| PY Investment Income | $467,290,791 | PYInvestmentIncomeAmt |
| CY Investment Income | $643,688,452 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,405,340 | PYOtherRevenueAmt |
| CY Other Revenue | $25,527,757 | CYOtherRevenueAmt |
| PY Total Revenue | $1,939,878,857 | PYTotalRevenueAmt |
| CY Total Revenue | $2,076,264,785 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $303,323,817 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $337,427,890 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $669,795,466 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $710,953,951 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $42,903,597 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $443,031,334 | PYOtherExpensesAmt |
| CY Other Expenses | $463,614,479 | CYOtherExpensesAmt |
| PY Total Expenses | $1,416,150,617 | PYTotalExpensesAmt |
| CY Total Expenses | $1,511,996,320 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $523,728,240 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $564,268,465 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,255,648,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,938,580,253 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,665,637,744 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,113,168,843 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,590,011,013 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,825,411,410 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $724,830,210 | ExpenseAmt |
| Grant | $293,139,596 | GrantAmt |
| Revenue | $624,592,912 | RevenueAmt |
| Desc | Instruction - 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $236,671,611 | ExpenseAmt |
| Grant | $6,249,213 | GrantAmt |
| Revenue | $277,360,845 | RevenueAmt |
| Desc | Auxiliary 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $129,667,669 | ExpenseAmt |
| Grant | $24,593,036 | GrantAmt |
| Revenue | $24,181,738 | RevenueAmt |
| Desc | Research - 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)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $115,178,655 | $636,802 | $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. |
| $37,418,961 | $12,809,243 | $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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $152,597,616 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $13,446,045 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $20,074,626 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,243,767,106 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 18751 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18513 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 49 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew Paluf | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5746313288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| John F Affleck-Graves PhD | |||||||||
| Executive VP & Trustee | 40.0 | 2.0 | Yes (X) | Yes (X) | $683,204 | $0 | $171,263 | ||
| Thomas G Burish PhD | |||||||||
| Provost & Trustee | 40.0 | 0 | Yes (X) | Yes (X) | $2,389,820 | $0 | $342,809 | ||
| Rev John I Jenkins CSC PhD | |||||||||
| President & Trustee | 40.0 | 1.0 | Yes (X) | Yes (X) | $899,323 | $0 | $157,549 | ||
| Rev Jose E Ahumada F CSC | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Carlos J Betancourt | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John J Brennan | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen J Brogan | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Katie Washington Cole | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Costa | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Scott S Cowen | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas J Crotty | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Karen McCartan DeSantis | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James J Dunne III | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James F Flaherty III | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Stephanie A Gallo | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William M Goodyear | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Nancy M Haegel | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Enrique Hernandez Jr | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Carol Hank Hoffmann | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Most Rev Daniel R Jenky CSC DD | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John W Jordan II | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hon Diana Lewis | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas G Maheras | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Andrew J McKenna Jr | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Fergal Naughton | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Richard C Notebaert | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Richard A Nussbaum II | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Thomas J O'Hara CSC | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Gerard J Olinger CSC | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Cindy K Parseghian | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| J Christopher Reyes | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Martin W Rodgers | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| James E Rohr | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Shayla Keough Rumely | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Timothy R Scully CSC | |||||||||
| Professor & Trustee | 40.0 | 0 | Yes (X) | $196,256 | $0 | $15,744 | |||
| Phyllis W Stone | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy F Sutherland | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Anne E Thompson | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sara Martinez Tucker | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Roderick K West | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hon Ann Claire Williams | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Robert J Cronin | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Clare Stack Richer | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Byron O Spruell | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Austin Collins CSC | |||||||||
| Professor & Trustee | 40.0 | 0 | Yes (X) | $160,384 | $0 | $38,105 | |||
| Celeste Volz Ford | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Monique Y MacKinnon | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth C Ricci | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rev John Ryan CSC | |||||||||
| Trustee | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Marianne Corr JD | |||||||||
| VP & General Counsel | 40.0 | 2.0 | Yes (X) | $559,111 | $0 | $35,124 | |||
| Scott C Malpass MBA | |||||||||
| VP & Chief Investment Officer | 40.0 | 0 | Yes (X) | $4,483,355 | $0 | $1,708,276 | |||
| John B Swarbrick Jr | |||||||||
| Athletic Director | 40.0 | 0 | $1,348,927 | $0 | $262,981 | Yes (X) | |||
| Michael P Brey | |||||||||
| Head Coach, Basketball | 40.0 | 0 | $1,225,286 | $0 | $45,552 | Yes (X) | |||
| Michael D Donovan MBA JD | |||||||||
| Managing Director, Invest. | 40.0 | 0 | $1,992,550 | $0 | $761,753 | Yes (X) | |||
| Brian Kelly | |||||||||
| Head Coach, Football | 40.0 | 0 | $2,075,483 | $0 | $54,155 | Yes (X) | |||
| Muffet McGraw | |||||||||
| Head Coach, Basketball | 40.0 | 0 | $1,352,090 | $0 | $43,308 | Yes (X) | |||
| Brian VanGorder | |||||||||
| Asst. Coach/Coordinator, Football | 40.0 | 0 | $1,147,641 | $0 | $47,648 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,513,430 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,684,267 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1175 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Barton Malow Company | |||||
| 26500 American Drive | Southfield | MI | 48034 | Construction | $191,101,788 |
| Pepper Construction | |||||
| 411 Lake Zurich Road | Barrington | IL | 60010 | Construction | $28,062,844 |
| Shiel Sexton Company Inc | |||||
| 902 North Capitol Avenue | Indianapolis | IN | 46204 | Construction | $28,028,366 |
| Meyer Najem Construction LLC | |||||
| 13099 Parkside Drive | Fishers | IN | 46038 | Construction | $19,788,328 |
| R&R Excavating Inc | |||||
| 2010 Went Avenue | Mishawaka | IN | 46545 | Construction | $11,404,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 239 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $327,595 | FundraisingAmt |
| Government Grants | $81,972,684 | GovernmentGrantsAmt |
| All Other Contributions | $389,707,991 | AllOtherContributionsAmt |
| Noncash Contributions | $104,013,385 | NoncashContributionsAmt |
| Total Contributions | $472,008,270 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Student tuition and fees | 611310 | $607,182,190 | $607,182,190 | |
| Auxiliary enterprises | 611710 | $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 programs | 900099 | $16,747,588 | $16,747,588 | |
| Student services | 611710 | $3,457,981 | $3,457,981 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,604,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,604,347 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $935,040,306 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,064,174 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$5,561,684 | UnrelatedBusinessRevenueAmt |
| Exclusion | $128,625,858 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,412,869 | TotalRevenueColumnAmt |
| Exclusion | $7,412,869 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,090,834 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,734,561 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,356,273 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,356,273 | TotalRevenueColumnAmt |
| Exclusion | $6,356,273 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,990,441,618 | SecuritiesAmt |
| Other | $3,701,460 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,468,231,119 | SecuritiesAmt |
| Other | $5,287,681 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $522,210,499 | SecuritiesAmt |
| Other | -$1,586,221 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $520,624,278 | TotalRevenueColumnAmt |
| Exclusion | $520,624,278 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $415,455 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $327,595 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $439,995 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,540 | TotalRevenueColumnAmt |
| Exclusion | -$24,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $20,776 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,532 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,244 | TotalRevenueColumnAmt |
| Exclusion | $18,244 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Alumni Association | 900099 | $2,988,552 | $2,399,546 | $589,006 |
| Marketing Communications | 519190 | $1,809,651 | $1,809,651 | |
| Innovation Park | 541712 | $1,800,000 | $1,793,910 | $6,090 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,166,708 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,166,708 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,764,911 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,076,264,785 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $939,887,957 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,355,576 | UnrelatedBusinessRevenueAmt |
| Exclusion | $663,012,982 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,782,267 | TotalAmt |
| Program Services | $31,782,267 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,386,080 | TotalAmt |
| Program Services | $300,386,080 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,259,543 | TotalAmt |
| Program Services | $5,259,543 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,650,888 | TotalAmt |
| Program Services | $1,970,750 | ProgramServicesAmt |
| Management And General | $7,327,342 | ManagementAndGeneralAmt |
| Fundraising | $352,796 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,168,959 | TotalAmt |
| Program Services | $438,957,399 | ProgramServicesAmt |
| Management And General | $65,078,281 | ManagementAndGeneralAmt |
| Fundraising | $24,133,279 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,174,969 | TotalAmt |
| Program Services | $32,769,929 | ProgramServicesAmt |
| Management And General | $11,425,884 | ManagementAndGeneralAmt |
| Fundraising | $1,979,156 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,094,712 | TotalAmt |
| Program Services | $62,890,230 | ProgramServicesAmt |
| Management And General | $30,267,868 | ManagementAndGeneralAmt |
| Fundraising | $2,936,614 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,864,423 | TotalAmt |
| Program Services | $24,716,387 | ProgramServicesAmt |
| Management And General | $4,405,142 | ManagementAndGeneralAmt |
| Fundraising | $1,742,894 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,377,055 | TotalAmt |
| Program Services | $138,990 | ProgramServicesAmt |
| Management And General | $3,089,703 | ManagementAndGeneralAmt |
| Fundraising | $148,362 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,433,108 | TotalAmt |
| Program Services | $154,188 | ProgramServicesAmt |
| Management And General | $2,278,920 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,852 | TotalAmt |
| Management And General | $284,852 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,240,970 | TotalAmt |
| Management And General | $27,240,970 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,110,661 | TotalAmt |
| Program Services | $22,406,048 | ProgramServicesAmt |
| Management And General | $7,460,516 | ManagementAndGeneralAmt |
| Fundraising | $1,244,097 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,659,044 | TotalAmt |
| Program Services | $3,397,023 | ProgramServicesAmt |
| Management And General | $243,122 | ManagementAndGeneralAmt |
| Fundraising | $18,899 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,658,985 | TotalAmt |
| Program Services | $49,095,659 | ProgramServicesAmt |
| Management And General | $8,490,385 | ManagementAndGeneralAmt |
| Fundraising | $2,072,941 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,172,063 | TotalAmt |
| Program Services | $10,882,056 | ProgramServicesAmt |
| Management And General | $9,882,509 | ManagementAndGeneralAmt |
| Fundraising | $407,498 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,079 | TotalAmt |
| Program Services | $579,507 | ProgramServicesAmt |
| Management And General | $132,572 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,692,913 | TotalAmt |
| Program Services | $56,642,277 | ProgramServicesAmt |
| Management And General | $5,980,877 | ManagementAndGeneralAmt |
| Fundraising | $1,069,759 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,587,109 | TotalAmt |
| Program Services | $41,762,888 | ProgramServicesAmt |
| Management And General | $4,251,224 | ManagementAndGeneralAmt |
| Fundraising | $2,572,997 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,244,210 | TotalAmt |
| Program Services | $3,954,449 | ProgramServicesAmt |
| Management And General | $1,988,602 | ManagementAndGeneralAmt |
| Fundraising | $301,159 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,284,945 | TotalAmt |
| Program Services | $28,226,945 | ProgramServicesAmt |
| Management And General | $4,976,290 | ManagementAndGeneralAmt |
| Fundraising | $1,081,710 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,768,023 | TotalAmt |
| Program Services | $63,731,077 | ProgramServicesAmt |
| Management And General | $4,788,978 | ManagementAndGeneralAmt |
| Fundraising | $247,968 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,119,891 | TotalAmt |
| Program Services | $837,376 | ProgramServicesAmt |
| Management And General | $282,515 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,312,666 | TotalAmt |
| Program Services | $7,488,533 | ProgramServicesAmt |
| Management And General | $1,363,273 | ManagementAndGeneralAmt |
| Fundraising | $460,860 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,511,996,320 | TotalAmt |
| Program Services | $1,243,767,106 | ProgramServicesAmt |
| Management And General | $225,325,617 | ManagementAndGeneralAmt |
| Fundraising | $42,903,597 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,606,668 | BOYAmt |
| EOY | $80,254,997 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,270,952 | BOYAmt |
| EOY | $526,991,209 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,120,345 | BOYAmt |
| EOY | $44,237,419 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,800,544 | BOYAmt |
| EOY | $29,390,921 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,858,242 | BOYAmt |
| EOY | $7,723,061 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,579,355 | BOYAmt |
| EOY | $32,149,728 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,981,518,554 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $798,656,450 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,808,047,884 | BOYAmt |
| EOY | $2,182,862,104 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,895,789,269 | BOYAmt |
| EOY | $2,672,154,926 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,743,885,843 | BOYAmt |
| EOY | $9,317,819,358 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,454,713 | BOYAmt |
| EOY | $6,454,713 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,234,942 | BOYAmt |
| EOY | $38,541,817 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,255,648,757 | BOYAmt |
| EOY | $14,938,580,253 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,443,980 | BOYAmt |
| EOY | $226,049,126 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,504,454 | BOYAmt |
| EOY | $72,460,086 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,774,578 | BOYAmt |
| EOY | $160,577,742 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,833,253 | BOYAmt |
| EOY | $45,457,625 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,000,000 | BOYAmt |
| EOY | $660,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,569,081,479 | BOYAmt |
| EOY | $1,948,624,264 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,665,637,744 | BOYAmt |
| EOY | $3,113,168,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,509,289,289 | BOYAmt |
| EOY | $5,212,906,469 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,944,488,605 | BOYAmt |
| EOY | $4,313,070,680 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,136,233,119 | BOYAmt |
| EOY | $2,299,434,261 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,590,011,013 | BOYAmt |
| EOY | $11,825,411,410 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,255,648,757 | BOYAmt |
| EOY | $14,938,580,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $564,268,465 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $582,388,416 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $88,743,516 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $323,314,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,128,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $559,195,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $571,970,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $472,008,270 | CurrentTaxYearAmt |
| Total | $2,413,617,559 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $323,314,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,128,943 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $559,195,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $571,970,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $472,008,270 | CurrentTaxYearAmt |
| Total | $2,413,617,559 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,936,438 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,411,681,121 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,503,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,385,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $158,770,511 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,216,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $146,567,877 | CurrentTaxYearAmt |
| Total | $731,443,868 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,426,820 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,210,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,785,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,584,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,602,939 | CurrentTaxYearAmt |
| Total | $32,610,365 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,177,671,792 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,178,047,902 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7589 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7484 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISC FEES & COMMISSIONS, COLUMN A - 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Limited Control Provisions App | Yes (X) | LimitedControlProvisionsAppInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $346,592 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $346,592 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,239,961,640 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,240,308,232 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $411,080 | CurrentYearMinus3Amt |
| Current Year Minus2 | $421,200 | CurrentYearMinus2Amt |
| Current Year Minus1 | $358,461 | CurrentYearMinus1Amt |
| Current Year | $346,592 | CurrentYearAmt |
| Total | $1,537,333 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A, Line 2 501(H) Election | FormAndLineReferenceDesc |
| Explanation | The University of Notre Dame filed Form 5768 (election under section 501(h)) for the fiscal year ending June 30, 2013 and all subsequent tax years and this election was not revoked at any time subsequently. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 57 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $9,426,898 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $4,580,479 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $40,938,578 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,748,265,671 | BeginningYearBalanceAmt |
| Contributions | $252,183,660 | ContributionsAmt |
| Investment Earnings Or Losses | $1,064,158,115 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $116,509,007 | GrantsOrScholarshipsAmt |
| Other Expenditures | $263,162,179 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $9,684,936,260 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,784,380,859 | BeginningYearBalanceAmt |
| Contributions | $337,865,213 | ContributionsAmt |
| Investment Earnings Or Losses | -$39,870,136 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $108,274,792 | GrantsOrScholarshipsAmt |
| Other Expenditures | $225,835,473 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $8,748,265,671 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,189,096,422 | BeginningYearBalanceAmt |
| Contributions | $244,796,294 | ContributionsAmt |
| Investment Earnings Or Losses | $659,396,671 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $100,189,669 | GrantsOrScholarshipsAmt |
| Other Expenditures | $208,718,859 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $8,784,380,859 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,959,050,707 | BeginningYearBalanceAmt |
| Contributions | $211,220,228 | ContributionsAmt |
| Investment Earnings Or Losses | $1,317,009,930 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $95,629,513 | GrantsOrScholarshipsAmt |
| Other Expenditures | $202,554,930 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $8,189,096,422 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,444,598,397 | BeginningYearBalanceAmt |
| Contributions | $109,051,302 | ContributionsAmt |
| Investment Earnings Or Losses | $725,521,322 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $90,722,736 | GrantsOrScholarshipsAmt |
| Other Expenditures | $229,397,578 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $6,959,050,707 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.374 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.234 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.392 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,300,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $26,585,633 | OtherCostOrOtherBasisAmt |
| Book Value | $35,885,633 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $62,998,696 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,783,316,368 | OtherCostOrOtherBasisAmt |
| Depreciation | $540,026,817 | DepreciationAmt |
| Book Value | $1,306,288,247 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,852,626 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,591,448 | DepreciationAmt |
| Book Value | $28,261,178 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $362,972 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $314,029,313 | OtherCostOrOtherBasisAmt |
| Depreciation | $175,427,107 | DepreciationAmt |
| Book Value | $138,965,178 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $45,009 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $752,027,937 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,611,078 | DepreciationAmt |
| Book Value | $673,461,868 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,182,862,104 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | -$897,443 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $4,283,243 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Short-term investments | $0 | F |
| Public equities - U.S. | $778,960,526 | F |
| Public equities - Non-U.S. | $1,159,755,046 | F |
| Public equities - Long/short strategies | $1,367,177,270 | F |
| Private equity | $3,130,943,707 | F |
| Opportunistic | $1,606,991,308 | F |
| Core diversifiers | $726,157,135 | F |
| Fixed income | $463,755,768 | F |
| Defined benefit pension plan assets | $80,692,798 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,317,819,358 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (12 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,948,624,264 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,404,686,076 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $582,388,416 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$203,655,526 | OtherRevenueAmt |
| Revenue Not Reported | $378,732,890 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,025,953,186 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $50,754,126 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$442,527 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $50,311,599 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,076,264,785 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,169,285,679 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $442,527 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $442,527 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,168,843,152 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $50,754,126 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $292,399,042 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $343,153,168 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,511,996,320 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X Asset Retirement | The University recognizes asset retirement obligations when incurred. A discounting technique is used to calculate the present value of the capitalized asset retirement costs and the related obligation. Asset retirement costs are depreciated over the estimated remaining useful life of the related asset and the asset retirement obligation is accreted annually to the current present value. Upon settlement of an obligation, any difference between the retirement obligation and the cost to settle is recognized as a gain or loss in the consolidated statement of changes in unrestricted net assets. The University's conditional asset retirement obligations relate primarily to asbestos remediation and will be settled upon undertaking associated renovation projects. |
| Schedule D, Part III, Line 1a Collections of art - financial statement footnote | The University does not capitalize the cost of library books, nor the cost or fair value of its art collection. The latter is held for exhibition and educational purposes only and not for financial gain. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | The Snite Museum of Art maintains a collection of over 29,000 original works of art which are utilized for exhibition, teaching, research and educational outreach programs. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Endowment distributions are used to fund a variety of operational needs, including scholarships & fellowships, faculty chairs, academic, religious and student programs, libraries, capital projects and renewals, athletics, other endowment programs, and general operations. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Tuition 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 statements | Direct 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 990 | Direct 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 statements | Tuition scholarships and fellowships - XXX-XX-XXXX Room & board discounts - 4976808 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The University nondiscrimination policy is disclosed 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 GOVERNMENT | The University receives financial assistance from various governmental agencies within the Federal Government and local jurisdictions. The governmental grants and contracts support certain research projects and student financial aid. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (72 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Investments | $3,763,785,286 | |||
| East Asia and the Pacific | Investments | $187,970,934 | |||
| Europe (Including Iceland and Greenland) | Investments | $754,368,966 | |||
| North America (Canada & Mexico only) | Investments | $144,174,076 | |||
| Russia and Neighboring States | Investments | $18,875,290 | |||
| South America | Investments | $7,175,329 | |||
| South Asia | Investments | $179,975,702 | |||
| Sub-Saharan Africa | Investments | $239,146,472 | |||
| East Asia and the Pacific | Program Services | $2,393,780 | 1 | 4 | International Study Program |
| Europe (Including Iceland and Greenland) | Program Services | $23,575,722 | 5 | 86 | International Study Program |
| Middle East and North Africa | Program Services | $692,286 | 1 | 5 | International Study Program |
| North America (Canada & Mexico only) | Program Services | $268,260 | 2 | International Study Program | |
| Russia and Neighboring States | Program Services | $146,008 | International Study Program | ||
| South America | Program Services | $681,586 | 2 | 5 | International Study Program |
| South Asia | Program Services | $46,133 | 1 | International Study Program | |
| Sub-Saharan Africa | Program Services | $250,062 | International 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 | $1,507,562 | 5 | ||
| 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 Caribbean | Fundraising | $53,293 | |||
| East Asia and the Pacific | Fundraising | $16,542 | |||
| Europe (Including Iceland and Greenland) | Fundraising | $12,189 | |||
| Middle East and North Africa | Fundraising | $5,129 | |||
| North America (Canada & Mexico only) | Fundraising | $17,706 | |||
| South America | Fundraising | $16,974 | |||
| Central America and the Caribbean | Program Services | $1,091 | Auxillary Enterprises | ||
| Central America and the Caribbean | Program Services | $174,176 | Instruction | ||
| Central America and the Caribbean | Program Services | $6,649 | Management & General | ||
| Central America and the Caribbean | Program Services | $107,185 | 3 | 3 | Other |
| Central America and the Caribbean | Program Services | $835,126 | Research | ||
| East Asia and the Pacific | Program Services | $4,786 | Auxillary Enterprises | ||
| East Asia and the Pacific | Program Services | $690,153 | Instruction | ||
| East Asia and the Pacific | Program Services | $35,320 | Management & General | ||
| East Asia and the Pacific | Program Services | $163,248 | Other | ||
| East Asia and the Pacific | Program Services | $805,271 | Research | ||
| Europe (Including Iceland and Greenland) | Program Services | $70,859 | Auxillary Enterprises | ||
| Europe (Including Iceland and Greenland) | Program Services | $2,581,446 | 10 | Instruction | |
| Europe (Including Iceland and Greenland) | Program Services | $455,982 | Management & General | ||
| Europe (Including Iceland and Greenland) | Program Services | $1,128,583 | 4 | Other | |
| Europe (Including Iceland and Greenland) | Program Services | $3,002,730 | 6 | Research | |
| Middle East and North Africa | Program Services | $12,039 | Auxillary Enterprises | ||
| Middle East and North Africa | Program Services | $190,721 | 1 | Instruction | |
| Middle East and North Africa | Program Services | $29,256 | Management & General | ||
| Middle East and North Africa | Program Services | $349,347 | Other | ||
| Middle East and North Africa | Program Services | $641,745 | Research | ||
| North America (Canada & Mexico only) | Program Services | $24,054 | Auxillary Enterprises | ||
| North America (Canada & Mexico only) | Program Services | $377,072 | Instruction | ||
| North America (Canada & Mexico only) | Program Services | $28,293 | Management & General | ||
| North America (Canada & Mexico only) | Program Services | $56,816 | Other | ||
| North America (Canada & Mexico only) | Program Services | $191,929 | Research | ||
| Russia and Neighboring States | Program Services | $2,892 | Auxillary Enterprises | ||
| Russia and Neighboring States | Program Services | $60,138 | Instruction | ||
| Russia and Neighboring States | Program Services | $20,989 | Other | ||
| Russia and Neighboring States | Program Services | $12,432 | Research | ||
| South America | Program Services | $13,373 | Auxillary Enterprises | ||
| South America | Program Services | $398,728 | Instruction | ||
| South America | Program Services | $33,467 | Management & General | ||
| South America | Program Services | $180,092 | 1 | Other | |
| South America | Program Services | $179,957 | 9 | Research | |
| South Asia | Program Services | $100,697 | 1 | Instruction | |
| South Asia | Program Services | $9,877 | Management & General | ||
| South Asia | Program Services | $29,336 | Other | ||
| South Asia | Program Services | $163,495 | Research | ||
| Sub-Saharan Africa | Program Services | $12,603 | Auxillary Enterprises | ||
| Sub-Saharan Africa | Program Services | $263,665 | 1 | Instruction | |
| Sub-Saharan Africa | Program Services | $84,956 | Management & General | ||
| Sub-Saharan Africa | Program Services | $192,639 | Other | ||
| Sub-Saharan Africa | Program Services | $1,246,577 | 1 | 5 | Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 9 | SubtotalOfficesCnt |
| Subtotal Employees | 103 | SubtotalEmployeesCnt |
| Continutation Total Office | 4 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 46 | ContinutationTotalEmployeeCnt |
| Total Office | 13 | TotalOfficeCnt |
| Total Employee | 149 | TotalEmployeeCnt |
| Subtotal Spent | $5,323,525,892 | SubtotalSpentAmt |
| Continuation Spent | $27,189,226 | ContinuationSpentAmt |
| Total Spent | $5,350,715,118 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (38 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Middle East and North Africa | see Part V | $134,019 | Check/Wire |
| Sub-Saharan Africa | see Part V | $128,120 | Check/Wire |
| Central America and the Caribbean | see Part V | $264,309 | Check/Wire |
| Central America and the Caribbean | see Part V | $65,913 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $37,800 | Check/Wire |
| Central America and the Caribbean | see Part V | $268,509 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $31,549 | Check/Wire |
| East Asia and the Pacific | see Part V | $454,489 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $631,208 | Check/Wire |
| Central America and the Caribbean | see Part V | $171,213 | Check/Wire |
| Sub-Saharan Africa | see Part V | $52,533 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $375,766 | Check/Wire |
| Sub-Saharan Africa | see Part V | $89,720 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $21,331 | Check/Wire |
| Sub-Saharan Africa | see Part V | $248,062 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $78,206 | Check/Wire |
| East Asia and the Pacific | see Part V | $23,560 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $491,653 | Check/Wire |
| Sub-Saharan Africa | see Part V | $35,146 | Check/Wire |
| Sub-Saharan Africa | see Part V | $118,356 | Check/Wire |
| Sub-Saharan Africa | see Part V | $22,270 | Check/Wire |
| South Asia | see Part V | $77,936 | Check/Wire |
| Sub-Saharan Africa | see Part V | $75,802 | Check/Wire |
| Middle East and North Africa | see Part V | $490,785 | Check/Wire |
| South America | see Part V | $20,000 | Check/Wire |
| North America (Canada & Mexico only) | see Part V | $42,000 | Check/Wire |
| Sub-Saharan Africa | see Part V | $96,213 | Check/Wire |
| South America | see Part V | $58,843 | Check/Wire |
| East Asia and the Pacific | see Part V | $35,069 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $275,888 | Check/Wire |
| Sub-Saharan Africa | see Part V | $10,091 | Check/Wire |
| South America | see Part V | $25,004 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $17,333 | Check/Wire |
| North America (Canada & Mexico only) | see Part V | $18,975 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $33,773 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $160,400 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $34,883 | Check/Wire |
| Europe (Including Iceland and Greenland) | see Part V | $33,635 | Check/Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 37 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (15 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Housing and Other Assistance | East Asia and the Pacific | 52 | $109,893 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | Europe (Including Iceland and Greenland) | 639 | $1,131,593 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | Middle East and North Africa | 14 | $8,649 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | Russia and Neighboring States | 3 | $2,520 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | South America | 39 | $51,933 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | Sub-Saharan Africa | 51 | $93,700 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | North America (Canada & Mexico only) | 32 | $30,980 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | Central America and the Caribbean | 2 | $3,450 | Check/Wire/Direct Deposit |
| Prizes and Awards | Europe (Including Iceland and Greenland) | 3 | $263,210 | Check/Wire/Direct Deposit |
| Research/Travel | East Asia and the Pacific | 11 | $7,116 | Check/Wire/Direct Deposit |
| Research/Travel | Europe (Including Iceland and Greenland) | 27 | $19,153 | Check/Wire/Direct Deposit |
| Research/Travel | South America | 3 | $1,573 | Check/Wire/Direct Deposit |
| Research/Travel | Sub-Saharan Africa | 2 | $110 | Check/Wire/Direct Deposit |
| Research/Travel | North America (Canada & Mexico only) | 2 | $892 | Check/Wire/Direct Deposit |
| Research/Travel | South Asia | 3 | $5,354 | Check/Wire/Direct Deposit |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: 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 Grant | Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission. |
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Parseghian Classic | Event1Nm |
| Gross Receipts Event1 | $624,340 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $222,305 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $402,035 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $1,927 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $348,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,058 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,166 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $24,533 | OtherDirectExpensesEvent1Amt |
| Event2 | Snite Christmas Dinner | Event2Nm |
| Gross Receipts Event2 | $103,150 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $89,730 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,420 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $29,849 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,525 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $8,584 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $15,560 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $15,560 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $306 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,047 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $743,050 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $327,595 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $415,455 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,927 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $349,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $32,213 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,691 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,164 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $439,995 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$24,540 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $20,776 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $0 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $1,532 | NonCashPrizesOtherGamingAmt |
| Rent Fclty Costs Other Gaming | $0 | RentFcltyCostsOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $1,000 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $20,776 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $0 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $1,532 | NonCashPrizesTotalGamingAmt |
| Rent Fclty Costs Total Gaming | $0 | RentFcltyCostsTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $1,000 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $2,532 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $18,244 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IN | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.0 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.0 | GamingOtherFacilityPct |
| Individual With Books | Deborah Gabaree General Counsel | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 Main Building | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
| Distributed | $0 | DistributedAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (223 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| 34 Technology LLC | ||||||||||
| 17455 Douglas Road | South Bend | IN | 466351732 | 272257203 | $10,000 | see Part IV | ||||
| A Rosie Place | ||||||||||
| 53131 Quince Road | South Bend | IN | 46628 | 371523448 | $5,000 | see Part IV | 501(c)(3) | |||
| All Faiths Food Bank Inc | ||||||||||
| 8171 Blaikie Ct | Sarasota | FL | 34240 | 650115814 | $25,000 | see Part IV | 501(c)(3) | |||
| Asian Indian Classical Music Societ | ||||||||||
| 52318 Tallyho Drive N | South Bend | IN | 46635 | 351883192 | $7,500 | see Part IV | ||||
| Assumption of the Blessed Virgin Ma | ||||||||||
| 4101 Old Bethleham Pike | Bethleham | PA | 18015 | 231536963 | $30,000 | see Part IV | 501(c)(3) | |||
| Azusa Pacific University | ||||||||||
| Business Office | Azusa | CA | 917022701 | 951744369 | $63,000 | see Part IV | 501(c)(3) | |||
| Basis Policy Research LLC | ||||||||||
| Suite 304 | Carrboro | NC | 275105569 | 270475968 | $50,625 | see Part IV | 104R NC Highway 54 | |||
| Baylor University | ||||||||||
| Grants Accounting 97043 | Waco | TX | 767987043 | 741159753 | $17,302 | see Part IV | 501(c)(3) | 1 Bear Place | ||
| Best Week Ever | ||||||||||
| 321 E Walter Street | South Bend | IN | 46614 | 273843043 | $10,000 | see Part IV | 501(c)(3) | |||
| Big Shoulders Fund | ||||||||||
| 212 W Van Buren Suite 900 | Chicago | IL | 60607 | 363490557 | $5,000 | see Part IV | 501(c)(3) | |||
| Bloomsburg University Foundation In | ||||||||||
| 50 E Main Street | Bloomsburg | PA | 17815 | 237088491 | $10,000 | see Part IV | 501(c)(3) | |||
| Board of Regents of University of Wisconsin | ||||||||||
| Suite 500 | Madison | WI | 537032775 | 396006492 | $101,739 | see Part IV | State of Wisconsin | |||
| Boys & Girls Club of Goshen | ||||||||||
| PO Box 614 | Goshen | IN | 46527 | 311156334 | $5,000 | see Part IV | 501(c)(3) | |||
| Boys & Girls Club-St Joseph County | ||||||||||
| 502 E Sample Street | South Bend | IN | 46601 | 351329625 | $15,000 | see Part IV | 501(c)(3) | |||
| Brigham & Women's Hospital | ||||||||||
| Bank of America | Boston | MA | 022410001 | 042312909 | $143,780 | see Part IV | 501(c)(3) | Post Office Box 3887 | ||
| Broad Institute Inc | ||||||||||
| Controllers Office | Cambridge | MA | 021421027 | 263428781 | $24,111 | see Part IV | 501(c)(3) | 415 Main Street | ||
| Brothers of Holy Cross | ||||||||||
| PO Box 460 | Notre Dame | IN | 46556 | 350868938 | $25,000 | see Part IV | 501(c)(3) | |||
| Brown University | ||||||||||
| Cashiers Office | Providence | RI | 029120001 | 050258809 | $57,543 | see Part IV | 501(c)(3) | Post Office Box 1911 | ||
| Calvin College | ||||||||||
| Financial Services | Grand Rapids | MI | 495464388 | 383071514 | $79,571 | see Part IV | 501(c)(3) | 3201 Burton Street Southeast | ||
| Carnegie Mellon University | ||||||||||
| Post Office Box 371032 | Pittsburgh | PA | 152507032 | 250969449 | $309,565 | see Part IV | 501(c)(3) | |||
| Carry the Load | ||||||||||
| 514 S Hall Street | Dallas | TX | 75226 | 274568835 | $10,000 | see Part IV | 501(c)(3) | |||
| Cary Institute of Ecosystem Studies | ||||||||||
| 2801 Sharon Turnpike | Millbrook | NY | 125455721 | 223232968 | $12,303 | see Part IV | 501(c)(3) | Post Office Box Ab | ||
| Case Western Reserve Univ | ||||||||||
| Office of Sponsored Projects Acct | Cleveland | OH | 441067037 | 341018992 | $86,495 | see Part IV | 501(c)(3) | Nord Hall Suite 615 | ||
| Catholic Charities | ||||||||||
| 1817 Miami Street | South Bend | IN | 46613 | 351038653 | $5,000 | see Part IV | 501(c)(3) | |||
| Catholic Church Extension Society | ||||||||||
| 150 South Wacker Drive Suite 2000 | Chicago | IL | 60606 | 366000520 | $30,000 | see Part IV | 501(c)(3) | |||
| Catholic Relief Services | ||||||||||
| 228 West Lexington Street | Baltimore | MD | 212013413 | 135563422 | $35,000 | see Part IV | 501(c)(3) | |||
| Celtic Charms Inc | ||||||||||
| 671 Fort Plains Road | Howell | NJ | 07731 | 272039852 | $61,000 | see Part IV | 501(c)(3) | |||
| Center for the Homeless | ||||||||||
| 813 S Michigan Street | South Bend | IN | 46601 | 351768544 | $94,000 | see Part IV | 501(c)(3) | FMV | Rental Waiver | |
| Central Michigan University | ||||||||||
| Accounting WA 304 | Mount Pleasant | MI | 48859 | 386004447 | $21,423 | see Part IV | State of Michigan | |||
| Changing Leads Foundation | ||||||||||
| 287 Davis Avenue Apt C | Greenwich | CT | 06830 | 472192457 | $5,000 | see Part IV | 501(c)(3) | |||
| City of Mishawaka | ||||||||||
| 600 East Third Street | Mishawaka | IN | 46544 | 356001115 | $680,695 | see Part IV | City - Mishawaka | |||
| City of South Bend | ||||||||||
| 227 West Jefferson Blvd Suite 1400 | South Bend | IN | 46601 | 356001201 | $3,818,821 | see Part IV | City - South Bend | |||
| Claremont McKenna College | ||||||||||
| 400 North Claremont Boulevard | Claremont | CA | 917114015 | 951664101 | $30,000 | see Part IV | 501(c)(3) | |||
| Cold Spring Harbor Laboratory | ||||||||||
| Nichols Building | Cold Spring Harbor | NY | 11724 | 112013303 | $20,000 | see Part IV | One Bungtown Road | |||
| College of William and Mary | ||||||||||
| Accounts Receivable Manager | Williamsburg | VA | 231878795 | 546001718 | $21,946 | see Part IV | State of Virginia | |||
| Columbia University | ||||||||||
| Sponsored Projects Finance | New York | NY | 100879789 | 135598093 | $88,352 | see Part IV | 501(c)(3) | General Post Office | ||
| Community Foundation of St Joseph | ||||||||||
| 205 West Jefferson Street 610 | South Bend | IN | 46601 | 237365930 | $193,000 | see Part IV | 501(c)(3) | |||
| Conexus Indiana | ||||||||||
| 111 Monument Circle Suite 1800 | Indianapolis | IN | 46204 | 352065459 | $10,000 | see Part IV | ||||
| Congress for the New Urbanism | ||||||||||
| 332 Michigan Avenue | Chicago | IL | 60604 | 650483737 | $10,000 | see Part IV | 501(c)(3) | |||
| Cornell University | ||||||||||
| Post Office Box 22 | Ithaca | NY | 148510022 | 150532082 | $2,433,726 | see Part IV | 501(c)(3) | |||
| Cure Alzheimer's Fund | ||||||||||
| 34 Washington Street Suite 200 | Wellesley Hills | MA | 02481 | 522396428 | $250,000 | see Part IV | 501(c)(3) | |||
| Dartmouth-Hitchcock Health | ||||||||||
| 1 Medical Center Drive | Lebanon | NH | 03756 | 264812335 | $100,000 | see Part IV | 501(c)(3) | |||
| Dawn Brancheau Foundation Inc | ||||||||||
| 9030 Via Bella Notte | Orlando | FL | 32836 | 273700500 | $10,000 | see Part IV | 501(c)(3) | |||
| DeBartolo Family Foundation | ||||||||||
| 15436 N Florida Ave | Tampa | FL | 33613 | 311739677 | $5,000 | see Part IV | 501(c)(3) | |||
| Declan Drumm Sullivan Memorial Fund | ||||||||||
| 3539 Long Grove Road | Long Grove | IL | 60047 | 276886934 | $67,000 | see Part IV | 501(c)(3) | |||
| DePaul University | ||||||||||
| Restricted Accounting | Chicago | IL | 606042287 | 362167048 | $47,618 | see Part IV | 501(c)(3) | 1 East Jackson Boulevard | ||
| Diocese of Fort Wayne-So Bend | ||||||||||
| 915 S Clinton Street | Fort Wayne | IN | 46802 | 350876373 | $35,000 | see Part IV | 501(c)(3) | |||
| Diocese of Metuchen | ||||||||||
| 146 Metlars Lane | Piscataway | NJ | 08854 | 222385423 | $10,000 | see Part IV | 501(c)(3) | |||
| Draper Richards Kaplan Foundation | ||||||||||
| 1600 El Camino Real Suite 155 | Menlo Park | CA | 94025 | 912172351 | $62,500 | see Part IV | 501(c)(3) | |||
| Duke University | ||||||||||
| Accounts Receivable Lock Box | Charlotte | NC | 282602651 | 560532129 | $89,811 | see Part IV | 501(c)(3) | Post Office Box 602651 | ||
| Early Childhood Development Center | ||||||||||
| 10 Child Care Center | Notre Dame | IN | 46556 | 311188922 | $200,000 | see Part IV | 501(c)(3) | |||
| Earthjustice | ||||||||||
| 50 California Street Suite 500 | San Francisco | CA | 94111 | 941730465 | $50,000 | see Part IV | 501(c)(3) | |||
| Elevate Ventures Inc | ||||||||||
| 50 E 91st Street Suite 213 | Indianapolis | IN | 46240 | 274118692 | $75,000 | see Part IV | 501(c)(3) | |||
| Emory University | ||||||||||
| Post Office Box 935084 | Atlanta | GA | 311935084 | 580566256 | $53,778 | see Part IV | 501(c)(3) | |||
| enFocus Inc | ||||||||||
| Suite 100 | South Bend | IN | 466012785 | 455638209 | $545,000 | see Part IV | 506 West South Street | |||
| EveryLife Fdn for Rare Diseases | ||||||||||
| 77 Digital Drive | Novato | CA | 94949 | 264614274 | $10,000 | see Part IV | 501(c)(3) | |||
| Eye to Eye | ||||||||||
| 50 Broad Street Suite 1702 | New York | NY | 10004 | 510570498 | $350,000 | see Part IV | 501(c)(3) | |||
| Family & Children's Center | ||||||||||
| 315 W Jefferson Blvd | South Bend | IN | 46601 | 350869031 | $5,000 | see Part IV | 501(c)(3) | |||
| Family Health International (FHI 360) | ||||||||||
| Suite 200 | Durham | NC | 277012477 | 237413005 | $43,056 | see Part IV | 501(c)(3) | |||
| First Lutheran Church of Duluth Fou | ||||||||||
| 1100 E Superior Street | Duluth | MN | 55802 | 363480742 | $30,000 | see Part IV | 501(c)(3) | |||
| Fischoff Natl Chamber Music Assoc | ||||||||||
| 303 Brownson Hall | Notre Dame | IN | 46556 | 351650154 | $15,000 | see Part IV | 501(c)(3) | |||
| Forever Learning Institute | ||||||||||
| 54191 Ironwood Road | South Bend | IN | 46635 | 350878405 | $5,000 | see Part IV | 501(c)(3) | |||
| Forging Industry Educatn & Research | ||||||||||
| 1111 Superior Avenue E Suite 615 | Cleveland | OH | 44114 | 346556992 | $15,000 | see Part IV | 501(c)(3) | |||
| Foundation for Center for Hospice | ||||||||||
| 111 Sunnybrook Ct | South Bend | IN | 46637 | 300433147 | $7,500 | see Part IV | 501(c)(3) | |||
| Fdn of St Joseph Regional Med Ctr | ||||||||||
| 707 Ceder Street Suite 175 | South Bend | IN | 46617 | 351654543 | $32,500 | see Part IV | 501(c)(3) | |||
| GENYOUth | ||||||||||
| 10255 West Higgins Road | Rosemont | IL | 10022 | 270988546 | $15,000 | see Part IV | 501(c)(3) | |||
| George Mason University | ||||||||||
| Cash Office MS 2E1 | Fairfax | VA | 22030 | 540836354 | $127,170 | see Part IV | State of Virginia | 4400 University Drive | ||
| George Washington University | ||||||||||
| Grants Contracts Accounting Svcs | Ashburn | VA | 201472692 | 530196584 | $126,019 | see Part IV | 501(c)(3) | 45155 Research Place | ||
| Georgia Tech Research Corporation | ||||||||||
| Post Office Box 100117 | Atlanta | GA | 303840117 | 580603146 | $65,376 | see Part IV | State of Georgia | |||
| Gettysburg College | ||||||||||
| 300 N Washington Street Box 426 | Gettysburg | PA | 17325 | 231352641 | $167,000 | see Part IV | 501(c)(3) | |||
| Gordon Research Conference | ||||||||||
| 512 Liberty Lane | West Kingston | RI | 02892 | 260150662 | $5,000 | see Part IV | 501(c)(3) | |||
| Governors State University | ||||||||||
| 1 University Parkway | University Park | IL | 604840975 | 362684803 | $22,404 | see Part IV | State of Illinois | |||
| Grassroot Soccer | ||||||||||
| PO Box 712 | Norwich | VT | 05055 | 431957920 | $250,000 | see Part IV | 501(c)(3) | |||
| Hannah's House | ||||||||||
| 410 South Spring Street | Mishawaka | IN | 46544 | 351871289 | $15,000 | see Part IV | 501(c)(3) | |||
| Harvard University | ||||||||||
| Floor 4 | Cambridge | MA | 02138 | 042103580 | $175,256 | see Part IV | 501(c)(3) | FAS Office of Finance | ||
| Heisman Trophy Trust | ||||||||||
| 111 Broadway Suite 103A | New York | NY | 10006 | 137052079 | $11,000 | see Part IV | 501(c)(3) | |||
| Holy Cross Catholic Church | ||||||||||
| 920 Wilber Street | South Bend | IN | 46628 | 350992113 | $10,000 | see Part IV | 501(c)(3) | |||
| Holy Name Cathedral | ||||||||||
| 835 N Rush Street | Chicago | IL | 606112030 | 362170826 | $10,000 | see Part IV | 501(c)(3) | |||
| Holy Trinity Catholic Church | ||||||||||
| 1600 Corporate Drive | Ladera Ranch | CA | 92694 | 202747543 | $50,000 | see Part IV | 501(c)(3) | |||
| Homefront Inc | ||||||||||
| 1880 Princeton Ave | Lawrenceville | NJ | 08648 | 223165145 | $42,500 | see Part IV | 501(c)(3) | |||
| Hope For a Healthier Humanity | ||||||||||
| 7428 Convair Drive | Alexandria | VA | 22306 | 522303126 | $20,000 | see Part IV | 501(c)(3) | |||
| Hospice Foundation | ||||||||||
| 501 Comfort Place | Mishawaka | IN | 46545 | 300433147 | $20,000 | see Part IV | 501(c)(3) | |||
| Idaho State University | ||||||||||
| Grants and Contracts Accounting | Pocatello | ID | 832090001 | 826000924 | $69,681 | see Part IV | State of Idaho | 921 South 8th Avenue | ||
| Illinois Institute of Technology | ||||||||||
| 7562 Solutions Center | Chicago | IL | 606770001 | 352170136 | $398,663 | see Part IV | 501(c)(3) | |||
| Immaculate Conception Church | ||||||||||
| 1431 N North Park Avenue | Chicago | IL | 60610 | 362170826 | $10,000 | see Part IV | 501(c)(3) | |||
| Indiana University | ||||||||||
| 107 S Indiana Ave | Bloomington | IN | 47405 | 356001673 | $537,308 | see Part IV | State of Indiana | |||
| Indiana University Foundation | ||||||||||
| PO Box 500 | Bloomington | IN | 47402 | 356018940 | $130,719 | see Part IV | 501(c)(3) | |||
| Innovative Technology Application Company | ||||||||||
| Post Office Box 6971 | Chesterfield | MO | 630066971 | 431867210 | $35,906 | see Part IV | ||||
| Iowa State University | ||||||||||
| Sponsored Programs Accounting | Ames | IA | 50011 | 426004224 | $26,232 | see Part IV | State of Iowa | Admin Services Bldg Rm 1810 | ||
| Issue One | ||||||||||
| 1401 K St NW Suite 350 | Washington | DC | 20005 | 320384285 | $25,000 | see Part IV | 501(c)(3) | |||
| Johns Hopkins University | ||||||||||
| 3400 N Charles Street | Baltimore | MD | 21218 | 520595110 | $416,426 | see Part IV | 501(c)(3) | |||
| Joyful Heart Foundation | ||||||||||
| 32 West 22nd Street 4th Floor | New York | NY | 10010 | 721519537 | $30,000 | see Part IV | 501(c)(3) | |||
| Kelly Cares Foundation | ||||||||||
| 1251 N Eddy Street Suite 200 | South Bend | IN | 46617 | 263591070 | $30,000 | see Part IV | 501(c)(3) | |||
| La Casa de Amistad | ||||||||||
| 746 S Meade Street | South Bend | IN | 46619 | 351350013 | $5,000 | see Part IV | 501(c)(3) | |||
| Lifetime Education & Research Netwo | ||||||||||
| PO Box 1781 | South Bend | IN | 46634 | 141883064 | $5,000 | see Part IV | 501(c)(3) | |||
| Little Flower Parish Society of St | ||||||||||
| 5522 Dorr Street | Toledo | OH | 43615 | 352391495 | $5,000 | see Part IV | 501(c)(3) | |||
| Little Traverse Conservancy | ||||||||||
| 3264 Powell Road | Harbor Springs | MI | 49740 | 237267810 | $20,000 | see Part IV | 501(c)(3) | |||
| Logan Community Resources | ||||||||||
| 2505 E Jefferson Blvd | South Bend | IN | 46615 | 350965639 | $35,000 | see Part IV | 501(c)(3) | |||
| Loyola University Chicago | ||||||||||
| Lewis Towers | Chicago | IL | 606112196 | 361408475 | $108,315 | see Part IV | 501(c)(3) | Floor 13 | ||
| Lumen Cordium Society | ||||||||||
| 835 N Rush Street | Chicago | IL | 606112030 | 362170826 | $10,000 | see Part IV | 501(c)(3) | |||
| Manhattan College | ||||||||||
| 4513 Manhattan Parkway | Riverdale | NY | 10471 | 131740468 | $25,000 | see Part IV | 501(c)(3) | |||
| Market Metrix | ||||||||||
| 11400 Commerce Park Drive | Reston | VA | 201911516 | 943271617 | $9,441 | see Part IV | ||||
| Massachusetts Institute of Technology | ||||||||||
| Cashiers Office NE49-3077 | Cambridge | MA | 021394307 | 042103594 | $55,494 | see Part IV | 501(c)(3) | 77 Massachusetts Avenue | ||
| Mathematica Policy Research | ||||||||||
| Post Office Box 2393 | Princeton | NJ | 085432393 | 222112296 | $39,458 | see Part IV | ||||
| Mayo Clinic | ||||||||||
| 200 First St SW | Rochester | MN | 55902 | 416011702 | $10,000 | see Part IV | 501(c)(3) | |||
| Miami University Foundation | ||||||||||
| 725 East Chestnut Street | Oxford | OH | 45056 | 316026014 | $19,562 | see Part IV | 501(c)(3) | |||
| Michigan State University | ||||||||||
| Contract And Grant Admn | East Lansing | MI | 488242612 | 386005984 | $186,446 | see Part IV | State of Michigan | 426 Auditorium Rd Rm 2 | ||
| Michigan Technological University | ||||||||||
| CashierS Office | Houghton | MI | 499311295 | 386005955 | $11,517 | see Part IV | State of Michigan | 1400 Townsend Drive | ||
| Minnesota Ballet | ||||||||||
| 301 West 1st Street 800 | Duluth | MN | 55802 | 416055588 | $20,000 | see Part IV | 501(c)(3) | |||
| Misericordia Home | ||||||||||
| 6300 North Ridge Avenue | Chicago | IL | 60660 | 362170153 | $25,000 | see Part IV | 501(c)(3) | |||
| Montana State University | ||||||||||
| Office of Sponsored Programs | Bozeman | MT | 597172470 | 816010045 | $61,455 | see Part IV | State of Montana | 309 Montana Hall | ||
| MZA Associates Corporation | ||||||||||
| Suite 150 | Albuquerque | NM | 871063140 | 850400557 | $128,725 | see Part IV | 2021 Girard Boulevard SE | |||
| National Catholic College Admission | ||||||||||
| PO Box 267 | New Albany | OH | 43054 | 222811383 | $5,000 | see Part IV | 501(c)(3) | |||
| National Football Foundation | ||||||||||
| 433 Las Colinas Blvd E Suite 1130 | Irving | TX | 75039 | 221508812 | $8,000 | see Part IV | 501(c)(3) | |||
| New York University | ||||||||||
| Sponsored Programs Administration | New York | NY | 100032170 | 135562308 | $17,500 | see Part IV | 501(c)(3) | 105 East 17th Street | ||
| NOAA Great Lakes Environmental Research Lab | ||||||||||
| Department of Commerce | Germantown | MD | 208741178 | 061834875 | $36,148 | see Part IV | Federal | 20020 Century Boulevard | ||
| NORC | ||||||||||
| Suite 1800 | Chicago | IL | 606035820 | 362167808 | $623,752 | see Part IV | 501(c)(3) | 55 East Monroe Street | ||
| North Carolina State University | ||||||||||
| Campus Box 7214 | Raleigh | NC | 276950001 | 566000756 | $12,701 | see Part IV | State of NC | Office of Contracts And Grants | ||
| Northern Jet Management Inc | ||||||||||
| Building 203 | Grand Rapids | MI | 495124058 | 383261631 | $486,718 | see Part IV | 5500 44th Street Southeast | |||
| Northwestern University | ||||||||||
| Acct Research Sponsor Programs | Chicago | IL | 606114579 | 362167817 | $175,535 | see Part IV | 501(c)(3) | Attn Karen Spina Rubloff 7th Floor | ||
| Ohio State University | ||||||||||
| College of Arts And Sciences | Columbus | OH | 432101335 | 316025986 | $862,622 | see Part IV | State of Ohio | 113A University Hall | ||
| Oklahoma State University | ||||||||||
| Grants Contracts Financial Admn | Stillwater | OK | 740760645 | 736017987 | $60,859 | see Part IV | State of Oklahoma | Post Office Box 645 | ||
| Omaha Performing Arts Society | ||||||||||
| 1200 Douglas Street | Omaha | NE | 68102 | 470832480 | $250,000 | see Part IV | 501(c)(3) | |||
| Oregon State University | ||||||||||
| Post Office Box 1086 | Corvallis | OR | 973391086 | 611730890 | $160,269 | see Part IV | State of Oregon | |||
| Papal Foundation | ||||||||||
| 150 Monument Road Suite 609 | Bala Cynwyd | PA | 19004 | 232511991 | $100,000 | see Part IV | 501(c)(3) | |||
| Pennsylvania State University | ||||||||||
| Research Accounting | State College | PA | 168014842 | 246000376 | $706,780 | see Part IV | State of PA | Suite 401 | ||
| Princeton University | ||||||||||
| Sponsored Research Accounting | Princeton | NJ | 085406242 | 210634501 | $118,604 | see Part IV | 501(c)(3) | Suite 443 | ||
| ProMazo National Foundation | ||||||||||
| 131 Ridgefield Road | Newtown Square | PA | 19073 | 464855681 | $100,000 | see Part IV | 501(c)(3) | |||
| Purdue University | ||||||||||
| 610 Purdue Mall | West Lafayette | IN | 47907 | 356002041 | $1,661,406 | see Part IV | State of Indiana | Sponsored Program Services | ||
| Queen Elizabeth II September 11th G | ||||||||||
| 11 Hanover Square Floor 12 | New York | NY | 10005 | 113681365 | $10,000 | see Part IV | 501(c)(3) | |||
| Rebuilding Together | ||||||||||
| 1899 L Street NW Suite 1000 | Washington | DC | 20036 | 521585880 | $7,000 | see Part IV | 501(c)(3) | |||
| Research Foundation of CUNY | ||||||||||
| Floor 7 | New York | NY | 100367207 | 131988190 | $19,575 | see Part IV | 501(c)(3) | |||
| Rice University | ||||||||||
| Research Cost Accounting-MS 74 | Houston | TX | 772511892 | 741109620 | $13,162 | see Part IV | 501(c)(3) | Post Office Box 1892 | ||
| Right to Life | ||||||||||
| 2004 Ironwood Circle Suite 130 | South Bend | IN | 46635 | 310935278 | $5,000 | see Part IV | 501(c)(3) | |||
| Rutgers The State University of New Jersey | ||||||||||
| Rutgers Business School-Exec Educ | Piscataway | NJ | 08854 | 226001086 | $44,268 | see Part IV | State of New Jersey | Room 5177C | ||
| Ryan's Quest Inc | ||||||||||
| PO Box 2544 | Hamilton | NJ | 08690 | 261890529 | $5,000 | see Part IV | 501(c)(3) | |||
| Saint Michael's College | ||||||||||
| Box 274 | Colchester | VT | 054391000 | 030179403 | $30,583 | see Part IV | 501(c)(3) | 1 Winooski Park | ||
| Salvation Army of Duluth Minnesota | ||||||||||
| 215 S 27th Avenue W | Duluth | MN | 55806 | 362167910 | $30,000 | see Part IV | 501(c)(3) | |||
| San Francisco 49ers Foundation | ||||||||||
| 4949 Marie P De Bartolo Way | Santa Clara | CA | 95054 | 770287514 | $10,000 | see Part IV | 501(c)(3) | |||
| Santa Cruz Catholic School | ||||||||||
| 29 W 22nd Street | Tucson | AZ | 85713 | 860127607 | $5,000 | see Part IV | 501(c)(3) | |||
| Schwab Charitable Fund | ||||||||||
| 211 Main Street | San Francisco | CA | 94105 | 311640316 | $25,000 | see Part IV | 501(c)(3) | |||
| Scottish Rite Foundation | ||||||||||
| 28 W 2nd Street | Duluth | MN | 55802 | 411420162 | $20,000 | see Part IV | 501(c)(3) | |||
| SDSN Association Inc | ||||||||||
| 475 Riverside Drive Suite 825 | New York | NY | 10115 | 473511012 | $100,000 | see Part IV | 501(c)(3) | |||
| Sisters of the Holy Cross | ||||||||||
| 407 Bertrand Hall - St Marys | Notre Dame | IN | 465565000 | 350868159 | $10,000 | see Part IV | 501(c)(3) | |||
| Society of Catholic Scientists | ||||||||||
| 9 N Wynwyd Drive | Newark | DE | 19711 | 464118253 | $5,000 | see Part IV | 501(c)(3) | |||
| South Bend Alumni Association | ||||||||||
| 215 S St Joseph Street | South Bend | IN | 46601 | 351674506 | $7,500 | see Part IV | 501(c)(3) | |||
| South Bend Symphony Orchestra | ||||||||||
| 127 N Michigan Street | South Bend | IN | 46601 | 356042189 | $20,000 | see Part IV | 501(c)(3) | |||
| Southern Baptist Theological Semina | ||||||||||
| 2825 Lexington Road | Louisville | KY | 40206 | 610500919 | $30,000 | see Part IV | 501(c)(3) | |||
| Special Camps for Special Kids | ||||||||||
| 2929 Carlisle Street Suite 355 | Dallas | TX | 75204 | 752205242 | $10,000 | see Part IV | 501(c)(3) | |||
| St Joseph County | ||||||||||
| 227 West Jefferson Blvd 7th Floor | South Bend | IN | 46601 | 356000194 | $2,314,362 | see Part IV | County - St. Joseph | |||
| St Agnes of Bohemia School | ||||||||||
| 2643 S Central Park Avenue | Chicago | IL | 60623 | 363552287 | $10,000 | see Part IV | 501(c)(3) | |||
| St Alphonsus School | ||||||||||
| 13940 Greenwell Springs Road | Greenwell Springs | LA | 70736 | 720574145 | $20,000 | see Part IV | 501(c)(3) | |||
| St Ann Catholic School | ||||||||||
| 310 North Olive Avenue | West Palm Beach | FL | 33401 | 596001732 | $46,500 | see Part IV | 501(c)(3) | |||
| St John the Evangelist Catholic Sc | ||||||||||
| 240 Arnold Street | Hapeville | GA | 30354 | 205200945 | $12,000 | see Part IV | 501(c)(3) | |||
| St Joseph County Parks Foundation | ||||||||||
| 50651 Laurel Road | South Bend | IN | 46637 | 351459569 | $7,500 | see Part IV | 501(c)(3) | |||
| St Joseph Institute for the Deaf | ||||||||||
| 1314 Strassner Drive | Brentwood | MO | 63144 | 430653494 | $20,000 | see Part IV | 501(c)(3) | |||
| St Louis University | ||||||||||
| Office of Sponsored Programs Admn | St Louis | MO | 631083306 | 430654872 | $11,835 | see Part IV | 501(c)(3) | Fusz Memorial Hall Room 368 | ||
| St Margaret's House | ||||||||||
| 117 N Lafayette Blvd | South Bend | IN | 46601 | 351913328 | $15,000 | see Part IV | 501(c)(3) | |||
| St Mary's College | ||||||||||
| 149 LeMans Hall | Notre Dame | IN | 46556 | 350868158 | $25,500 | see Part IV | 501(c)(3) | |||
| St Mathias Apostle School | ||||||||||
| 9473 Annapolis Road | Lanham | MD | 20706 | 520780162 | $6,200 | see Part IV | 501(c)(3) | |||
| Stanford University | ||||||||||
| Post Office Box 44253 | San Francisco | CA | 941444253 | 941156365 | $600,824 | see Part IV | 501(c)(3) | |||
| Superior Douglas County Family YMCA | ||||||||||
| 9 N 21st Street | Superior | WI | 54880 | 390813468 | $120,000 | see Part IV | 501(c)(3) | |||
| Tau Beta Pi Association | ||||||||||
| PO Box 2697 | Knoxville | TX | 379012697 | 620479545 | $50,000 | see Part IV | 501(c)(3) | |||
| The Fund of RIT | ||||||||||
| 116 Lomb Memorial Drive | Rochester | NY | 14623 | 160743140 | $5,000 | see Part IV | 501(c)(3) | |||
| The History Museum | ||||||||||
| 808 W Washington Street | South Bend | IN | 46601 | 351124156 | $10,000 | see Part IV | 501(c)(3) | |||
| The Hopewell | ||||||||||
| 1201 Connecticut Ave NW Suite 300 | Washington | DC | 20036 | 473681860 | $50,000 | see Part IV | 501(c)(3) | |||
| The Nature Conservancy | ||||||||||
| 101 East Grand River Avenue | Lansing | MI | 489064374 | 530242652 | $11,555 | see Part IV | 501(c)(3) | |||
| The V Foundation | ||||||||||
| 14600 Weston Parkway | Cary | NC | 27513 | 133705951 | $5,000 | see Part IV | 501(c)(3) | |||
| Tip of the Mitt Watershed Council | ||||||||||
| 426 Bay Street | Petoskey | MI | 49770 | 382361745 | $10,000 | see Part IV | 501(c)(3) | |||
| To Teach Who Christ Is (Archdiocese of Chicago) | ||||||||||
| PO Box 7256 | Kensington | CT | 060377256 | 362170826 | $10,000 | see Part IV | 501(c)(3) | |||
| US Forest Service | ||||||||||
| c/o Citibank | Los Angeles | CA | 900301550 | 720564834 | $11,522 | see Part IV | Federal | Post Office Box 301550 | ||
| United States Geological Survey | ||||||||||
| Post Office Box 71362 | Philadelphia | PA | 191761362 | 530196958 | $20,800 | see Part IV | Federal | |||
| United Way of St Joseph County | ||||||||||
| 3517 E Jefferson Blvd | South Bend | IN | 46615 | 351063368 | $18,500 | see Part IV | 501(c)(3) | |||
| University Corporation for Atmospheric Research | ||||||||||
| Post Office Box 3000 | Boulder | CO | 803073000 | 742439386 | $127,236 | see Part IV | 501(c)(3) | |||
| University of Akron | ||||||||||
| Department of Athletics | Akron | OH | 443250001 | 346002924 | $78,734 | see Part IV | State of Ohio | |||
| University of California | ||||||||||
| Cashiers Office | West Sacramento | CA | 957989062 | 946036494 | $2,480,503 | see Part IV | State of California | Post Office Box 989062 | ||
| University of California at Davis | ||||||||||
| Cashiers Office | West Sacramento | CA | 957989062 | 946036494 | $17,311 | see Part IV | State of California | Post Office Box 989062 | ||
| University of California at San Diego | ||||||||||
| MC 0009 | La Jolla | CA | 920930009 | 956006144 | $61,592 | see Part IV | State of California | 9500 Gilman Drive | ||
| University of California San Francisco | ||||||||||
| Box 0897 EMF | San Francisco | CA | 94143 | 946002123 | $75,340 | see Part IV | State of California | |||
| University of Chicago | ||||||||||
| Financial Services Suite 300 | Chicago | IL | 606372612 | 362177139 | $284,773 | see Part IV | 501(c)(3) | Sponsored Award Accounting | ||
| University of Cincinnati | ||||||||||
| 2600 Clifton Ave | Cincinnati | OH | 45220 | 316000989 | $41,355 | see Part IV | State of Ohio | |||
| University of Colorado-Boulder | ||||||||||
| Sponsored Projects Accounting | Denver | CO | 802910001 | 846000555 | $169,265 | see Part IV | State of Colorado | Post Office Box 910220 | ||
| University of Connecticut | ||||||||||
| Office of Sponsored Programs | Storrs Mansfield | CT | 062690001 | 060772160 | $74,397 | see Part IV | State of Connecticut | Unit 1133 | ||
| University of Denver | ||||||||||
| CO Seminary Mary Reed Bldg 222 | Denver | CO | 80208 | 840404231 | $28,750 | see Part IV | 501(c)(3) | Office of Research Spons Programs | ||
| University of Florida | ||||||||||
| Contracts Grants Acctg Svcs | Gainesville | FL | 326110001 | 596002052 | $58,120 | see Part IV | State of Florida | Attn Tiffany Schmidt | ||
| University of Idaho | ||||||||||
| Office of Sponsored Programs | Moscow | ID | 838443020 | 826000945 | $34,714 | see Part IV | State of Idaho | MS 3020 | ||
| University of Illinois | ||||||||||
| Grants Contracts | Champaign | IL | 61820 | 376000511 | $208,798 | see Part IV | State of Illinois | 601 E John Street | ||
| University of Iowa | ||||||||||
| Grant Accounting | Iowa City | IA | 52242 | 426004813 | $138,158 | see Part IV | State of Iowa | B5 Jessup Hall | ||
| University of Kentucky | ||||||||||
| Research Foundation | Lexington | KY | 40508 | 616033693 | $23,238 | see Part IV | State of Kentucky | 201 Kinkead Hall | ||
| University of Maryland | ||||||||||
| Comptroller-Contract Grant | College Park | MD | 207420001 | 526002033 | $25,119 | see Part IV | State of Maryland | 4101 Chesapeake Building | ||
| University of Michigan | ||||||||||
| 500 S State Street | Ann Arbor | MI | 48109 | 386006309 | $249,350 | see Part IV | State of Michigan | |||
| University of Minnesota | ||||||||||
| NW 5957 | Minneapolis | MN | 554850001 | 416007513 | $176,251 | see Part IV | State of Minnestoa | Post Office Box 1450 | ||
| University of Nebraska-Lincoln | ||||||||||
| 151 Whittier Research Center | Lincoln | NE | 685830861 | 470049123 | $15,814 | see Part IV | State of Nebraska | |||
| University of Nevada Reno | ||||||||||
| UNR Board of Regents | Reno | NV | 895570124 | 886000024 | $48,709 | see Part IV | State of Nevada | Office of the Controller MS124 | ||
| University of North Carolina-Chapel Hill | ||||||||||
| Office of Sponsored Research | Chapel Hill | NC | 27599 | 566001393 | $408,515 | see Part IV | State of NC | |||
| University of North Carolina-Greensboro | ||||||||||
| 1400 Spring Garden St | Greensboro | NC | 27412 | 566001468 | $17,108 | see Part IV | State of NC | Post Office Box 26170 | ||
| University of Pennsylvania | ||||||||||
| Post Office Box 785541 | Philadelphia | PA | 191785541 | 231352685 | $536,306 | see Part IV | 501(c)(3) | |||
| University of Pittsburgh | ||||||||||
| Post Office Box 371220 | Pittsburgh | PA | 152507220 | 250965591 | $235,722 | see Part IV | State of PA | |||
| University of Richmond | ||||||||||
| 28 Westhampton Way | Richmond | VA | 231730002 | 540505965 | $52,589 | see Part IV | 501(c)(3) | |||
| University of San Diego | ||||||||||
| 5998 Alcala Park | San Diego | CA | 921102492 | 952544535 | $31,061 | see Part IV | 501(c)(3) | |||
| University of Southern California | ||||||||||
| Sponsored Projects Accounting | Los Angeles | CA | 900740001 | 951642394 | $71,981 | see Part IV | 501(c)(3) | File No 52095 | ||
| University of Tennessee | ||||||||||
| 210 Student Services Building | Knoxville | TN | 379960001 | 626001636 | $187,168 | see Part IV | State of Tennessee | Office of The Bursar | ||
| University of Texas at Austin | ||||||||||
| Office of Accounting | Austin | TX | 787137159 | 746000203 | $96,372 | see Part IV | State of Texas | Post Office Box 7159 | ||
| University of Texas at Tyler | ||||||||||
| Deborah Gibson ADM 333 | Tyler | TX | 757990001 | 751396988 | $46,217 | see Part IV | State of Texas | 3900 University Boulevard | ||
| University of Texas Dallas | ||||||||||
| Contracts And Grants Accounting | Richardson | TX | 750803021 | 751305566 | $782,035 | see Part IV | State of Texas | 800 West Campbell Road | ||
| University of Utah | ||||||||||
| Grants Contracts Accounting | Salt Lake City | UT | 841129020 | 876000525 | $382,620 | see Part IV | State of Utah | Room 406 | ||
| University of Virginia | ||||||||||
| Office of Sponsored Programs | Charlottesville | VA | 229044195 | 546001796 | $14,949 | see Part IV | State of Virginia | Post Office Box 400195 | ||
| University of Washington | ||||||||||
| Grant Contract Accounting | Seattle | WA | 98195 | 916001537 | $17,733 | see Part IV | State of Washington | |||
| University of Wyoming | ||||||||||
| Contracts Grants Accounting | Laramie | WY | 82071 | 836000331 | $7,800 | see Part IV | State of Wyoming | Post Office Box 3355 | ||
| Vanderbilt University | ||||||||||
| Gift Process VU Station B 357727 | Nashville | TN | 37235 | 620476822 | $20,000 | see Part IV | 501(c)(3) | 2301 Vanderbilt Place | ||
| Villanova University | ||||||||||
| Office of Research Administration | Villanova | PA | 190851478 | 231352688 | $20,363 | see Part IV | 501(c)(3) | Middleton Hall | ||
| Virginia Commonwealth University | ||||||||||
| Post Office Box 843039 | Richmond | VA | 232843039 | 546001758 | $50,000 | see Part IV | State of Virginia | |||
| Virginia Polytechnic Institute and State University | ||||||||||
| Office of Sponsored Programs | Blacksburg | VA | 24061 | 546001805 | $39,295 | see Part IV | State of Virginia | North End Center MC 0170 | ||
| Wake Forest University | ||||||||||
| Financial And Accounting Services | Winston Salem | NC | 271096226 | 560532138 | $6,998 | see Part IV | 501(c)(3) | Post Office Box 7201 | ||
| Washington University St Louis | ||||||||||
| Campus Box 1034 | St Louis | MO | 631121408 | 430653611 | $67,355 | see Part IV | 501(c)(3) | 700 Rosedale Avenue | ||
| Weill Cornell Medical College | ||||||||||
| Cornell Univ Research Accounting | New York | NY | 10022 | 131623978 | $75,000 | see Part IV | 501(c)(3) | |||
| Western Washington University | ||||||||||
| Mail Stop 9004 | Bellingham | WA | 982255950 | 916000562 | $31,707 | see Part IV | State of Washington | 516 High Street | ||
| Women's Care Center | ||||||||||
| 360 N Notre Dame Avenue | South Bend | IN | 46617 | 383651599 | $60,000 | see Part IV | 501(c)(3) | |||
| Wright State University | ||||||||||
| Wsu Office of The Bursar | Dayton | OH | 454350002 | 310732831 | $50,658 | see Part IV | State of Ohio | 3640 Colonel Glenn Highway | ||
| Yale University | ||||||||||
| Grant Contract Financial Admin | New Haven | CT | 065081873 | 060646973 | $148,987 | see Part IV | 501(c)(3) | Post Office Box 1873 | ||
| YMCA | ||||||||||
| 1201 Northside Boulevard | South Bend | IN | 46615 | 350868216 | $5,000 | see Part IV | 501(c)(3) | |||
| St Joseph County Chamber of Commerce | ||||||||||
| 101 N Michigan St Ste 300 | South Bend | IN | 46601 | 350153330 | $71,100 | see Part IV | 501(c)(3) | |||
| Town of Roseland | ||||||||||
| 200 Independence Drive | South Bend | IN | 46637 | 351169548 | $67,500 | see Part IV | Town - Roseland | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 212 | Total501c3OrgCnt |
| Total Other Org | 11 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Tuition Scholarships, Fellowships, and Room and Board Discounts | 8134 | $292,399,043 |
| Athletics Grant-in-Aid | 389 | $1,190,753 |
| Housing and Other Assistance | 516 | $671,302 |
| Prizes and Awards | 1241 | $2,295,131 |
| Research/Travel Grant | 3595 | $3,829,851 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part II, Line 1(h) Explanation of purpose of grant or assistance | Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTP://CONTROLLER.ND.EDU/ASSETS/91679/SUBRECIPIENT_MONITORING.PDF. CHARITABLE ORGANIZATIONS THAT RECEIVE CONTRIBUTIONS FROM THE UNIVERSITY ARE CAREFULLY SELECTED AND REQUIRE DOCUMENTATION TO SUPPORT THE UNIVERSITY'S INTEREST IN THE ORGANIZATION TO ENSURE CONSISTENCY WITH THE CORE VALUES OF THE UNIVERSITY. CHARITABLE CONTRIBUTIONS ALSO REQUIRE THE APPROVAL OF THE EXECUTIVE VICE PRESIDENT, EXCEPT FOR THOSE CHARITABLE CONTRIBUTIONS MADE THROUGH THE UNIVERSITY'S DONOR ADVISED FUND PROGRAM, WHICH UNDERGO A THOROUGH VETTING PROCESS BY THE UNIVERSITY'S TAX DEPARTMENT TO ENSURE THE RECIPIENT ORGANIZATION MEETS THE IRS'S DEFINITION OF A 501(C)(3) NOT FOR PROFIT CHARITABLE ORGANIZATION. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 travel | Type of benefit (First class travel): Air travel other than coach class (typically business class) is allowed for travel to Alaska, Hawaii and destinations outside North America, or for necessary medical reasons (accompanied by appropriate supporting documentation), if the situation warrants it and with approval from a Dean or President's Leadership Council Member. Type of benefit (Charter travel): Travel on the University plane or other plane leased by the University requires approval by the President's Office. Recipients of the benefit and tax treatment: First class air travel and charter travel was provided to 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 companions | Type 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 payments | Type 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 use | Type 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 fees | Type of benefit: Social club dues are occasionally paid on behalf of employees of the University, and these dues are added to the individual's income to reflect personal use (as reported on an annual basis). Recipients of the benefit and tax treatment: Social club dues were provided to 6 persons included in Form 990, Part VII, Section A in 2016 and were reported as taxable compensation in all of those instances. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | a(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 plan | John 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 organization | a(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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph County Indiana | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 356000194 | BondIssuerEIN |
| CUSIP | 79061ABK2 | CUSIPNum |
| Bond Issued | 2009-09-30 | BondIssuedDt |
| Issue Price | $153,953,342 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $153,953,386 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $953,386 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $153,000,000 | OtherSpentProceedsAmt |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (true) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I General | The 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 Purpose | Total 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 issue | Amount 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 proceeds | Series 2009 was a refunding issue that did not fund capital expenditures. |
| Schedule K, Part II, Line 11 Other spent proceeds | Amount 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 completion | The 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 proceeds | The 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 Arrangements | The 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 Use | Internal General Counsel routinely reviews agreements and External counsel is engaged when appropriate to review agreements. |
| Schedule K, Part III, Line 3d Private Business Use | Internal General Counsel routinely reviews agreements and External counsel is engaged when appropriate to review agreements. |
| Schedule K, Part III, Line 4 Private Business Use Percentage | The 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 Percentage | The 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 Arbitrage | The 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 Arbitrage | The 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 Arbitrage | The 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 Contracts | The 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 Agreements | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Related to Substantial Contributor | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Family member of a substantial contributor to the University | RelationshipWithOrgTxt |
| Cash Grant | $71,057 | CashGrantAmt |
| Type Of Assistance | Financial assistance | TypeOfAssistanceTxt |
| Assistance Purpose | Financial aid | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| The Circle Up Experience | |||
| Entity is at least a 35% Controlled Entity of a Family Member of Officer/Trustee John Affleck-Graves | $205,950 | The 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 | $87,500 | University operating expenses for Admissions GlyphX, LLC, a joint venture between the University and SynGlyphX Holdings, Inc. | false |
| Directional Capital - FlexJet | |||
| FlexJet is at least a 35% controlled entity of Trustee Kenneth Ricci | $1,060,332 | FlexJet provides flight hours to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy. | false |
| Directional Capital - Corporate Wings | |||
| Corporate Wings is at least a 35% controlled entity of Trustee Kenneth Ricci | $72,598 | Corporate 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1016 | ContributionCnt |
| Noncash Contributions Rpt F990 | $102,864,991 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling cost | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $252,896 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling cost | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $650,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OTHER | 275 | $0 | NONE |
| Yes (X) | Bitcoin | 1 | $245,498 | Selling cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 27 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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) Explanation | Other than for gifted securities, the University's policy is to record as revenue only those non-cash contributions in excess of one million dollars, if supported by an appraisal from qualified third party. For gifted securities, the University records the proceeds received upon liquidation, broken down between contribution (for the value at date of gift) and gain or loss (for the difference between contribution and proceeds). For gifted securities of closely held stock, the University records a token value of one dollar, unless furnished with an appraisal from a qualified third party appraiser. However, the University will record liquidation proceeds for closely held stock if the University can obtain confirmation from the company that the company will purchase the shares at a specified price in the near future. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | As the need arises, the University may use third parties to sell certain types of noncash contributions, such as real estate. |
| Schedule M, Part I Explanations of reporting method for number of contributions | Securities - Publicly traded - Selling Cost |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 Officers | The Compensation Committee of the Board of Trustees develops, in conjunction with the President, Executive Vice President, and Vice President of Human Resources, an overall Total Reward Philosophy for Key Employees, which supports the University's overall mission, and shall recommend such Total Reward Philosophy to the Board for approval. The Committee acts on behalf of the Board to implement the executive compensation policy, approve executive compensation levels, adopt a benefit and perquisite policy, and justify reasonable compensation paid to the President, Executive Vice President, and Provost of the University, and other persons who are "disqualified persons" under Internal Revenue Code Section 4958 (intermediate sanctions). The Committee researches competitive and reasonable annual base salary levels, annual incentive plans, executive benefit plans, welfare benefits and supplemental benefits of the named executives and other key individuals. Upon completion of the research, the Committee approves the specific levels and amounts of total rewards that will be paid to, or provided for the benefit of, the named executives and other key individuals. The Committee examines the reasonableness of compensation levels. In so doing, the Committee assesses the nature and scope of the position by reviewing the basis on which compensation was paid. This includes a review of compensation for, but not limited to, exceptional performance, additional duties, and/or the unique background, experiences, personal skills and the abilities of the executive, as well as special challenges facing the University that require the use of such attributes or skills. The Committee's evaluation includes valid market data provided by an independent third party consultant that details each compensation component and the total package in light of the University's executive compensation philosophy. The Committee conducts such examination to be able to establish a presumption under Section 4958 that the total reward package offered to "disqualified persons" is reasonable. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | John J. Brennan, Trustee and Scott C. Malpass, Officer - Business relationship, 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 body | AFTER INTERNAL REVIEW OF THE COMPLETED FORM 990 AND EXTERNAL REVIEW BY THE UNIVERSITY'S OUTSIDE TAX ACCOUNTANTS (PRICEWATERHOUSECOOPERS), THE RETURN IS PRESENTED TO THE UNIVERSITY'S TAX STRATEGY COMMITTEE, WHICH INCLUDES UNIVERSITY OFFICERS (EXECUTIVE VICE PRESIDENT, 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 policy | All faculty, staff and students who are in a position to influence or commit resources of the University of Notre Dame are considered "members" who must complete and submit on no less than an annual basis a Conflict of Interest Disclosure Survey. Such surveys are evaluated by the appropriate "Reviewer". Each member's Reviewer depends on whether they are faculty, staff, department chair, or dean but ultimately all actual, potential, and perceived conflicts of interest are reviewed by the University Conflicts Committee. The Reviewer determines whether an actual, potential, or perceived conflict of interest exists and makes a recommendation to the University Conflicts Committee as to what conditions or restrictions, if any, should be imposed by the University to manage, reduce, or eliminate such conflicts. The Reviewer, with input from the member if needed develops a Management Plan for submission to the University Conflicts Committee. The University Conflicts Committee then makes a decision regarding disposition of a disclosure based on the Reviewer's recommendation, the details regarding the Member's actual, potential, or perceived conflict of interest, and the proposed Management Plan. Members of the University's Board of Trustees are governed by a separate conflict of interest policy and must disclose all financial interests and material facts pertinent to any potential conflict on their annual Conflict of Interest statement (or whenever potential conflicts arise) to the Audit Committee of the Board. This policy is coordinated, administered, reviewed, and monitored by the University's internal Audit & Advisory Services department. After any discussion or presentation of the financial interests and material facts to the Audit Committee, the individual must recuse himself/herself during the discussion of, and voting on, the potential conflict. The Audit Committee shall assess whether the potential conflict is reasonable and the result of arms-length negotiation conforming to the University's written policies, as well as if the action furthers the University's charitable purposes and is in the best interests of the University. The Chairman of the Audit Committee shall, if appropriate, appoint a disinterested person or Committee to investigate alternatives to the proposed transaction or arrangement. Should the Audit Committee have reason to believe a Trustee-member has failed to disclose all financial interests and material facts pertinent to a potential conflict of interest, it shall inform the individual of such, and afford the individual the opportunity to further explain all interests and facts pertinent to the potential conflict. If it is determined that an individual has not disclosed all financial interests and material facts pertinent to an actual or potential conflict of interest, corrective action shall be taken as deemed appropriate. The minutes of any meeting of the University's Board of Trustees or other governing board of the University considering a conflict of interest including committees and sub-committees of such boards, shall include the names of those present for discussion and voting, as well as those recused from the discussion and voting, on any transaction, arrangement, relationship, or other action involving a potential conflict of interest. |
| Form 990, Part VI, Line 19 Required documents available to the public | The University makes its governing documents (https://www.nd.edu/assets/docs/bylaws.pdf, https://www.nd.edu/assets/docs/statutes.pdf) and financial statements (http://controller.nd.edu/annual - reports/) available to the public on the University's website. 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 Organization | a) The current head football coach is permitted to receive compensation from external sources with prior written approval from the University. The University is not a party to any agreements between the coach and any third party for the payment of compensation to the coach, and the coach does not provide services to the University as a result of any such agreements. Therefore, any external income that the coach may receive is not reported for purposes of the University's response to the question raised on Form 990 Part VII Line 5. b) Other reportable compensation: Name: Michael P. Brey Unrelated Organization: Play by Play Sports Type: Cash Compensation: $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 Revenue | All 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 Revenue | All 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 balances | Net 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 Mission | The University of Notre Dame is a Catholic academic community of higher learning, animated from its origins by the Congregation of Holy Cross. The University is dedicated to the pursuit and sharing of truth for its own sake. As a Catholic university, one of its distinctive goals is to provide a forum where, through free inquiry and open discussion, the various lines of Catholic thought may intersect with all the forms of knowledge found in the arts, sciences, professions, and every other area of human scholarship and creativity. The intellectual interchange essential to a university requires, and is enriched by, the presence and voices of diverse scholars and students. The Catholic identity of the University depends upon, and is nurtured by, the continuing presence of a predominant number of Catholic intellectuals. This ideal has been consistently maintained by the University leadership throughout its history. What the University asks of all its scholars and students, however, is not a particular creedal affiliation, but a respect for the objectives of Notre Dame and a willingness to enter into the conversation that gives it life and character. Therefore, the University insists upon academic freedom that makes open discussion and inquiry possible. The University prides itself on being an environment of teaching and learning that fosters the development in its students of those disciplined habits of mind, body, and spirit that characterize educated, skilled, and free human beings. In addition, the University seeks to cultivate in its students not only an appreciation for the great achievements of human beings but also a disciplined sensibility to the poverty, injustice and oppression that burden the lives of so many. The aim is to create a sense of human solidarity and concern for the common good that will bear fruit as learning becomes service to justice. Notre Dame also has a responsibility to advance knowledge in a search for truth through original inquiry and publication. This responsibility engages the faculty and students in all areas of the University, but particularly in graduate and professional education and research. The University is committed to constructive and critical engagement with the whole of human culture. The University encourages a way of living consonant with a Christian community and manifest in prayer, liturgy and service. Residential life endeavors to develop that sense of community and of responsibility that prepares students for subsequent leadership in building a society that is at once more human and more divine. Notre Dame's character as a Catholic academic community presupposes that no genuine search for the truth in the human or the cosmic order is alien to the life of faith. The University welcomes all areas of scholarly activity as consonant with its mission, subject to appropriate critical refinement. There is, however, a special obligation and opportunity, specifically as a Catholic university, to pursue the religious dimensions of all human learning. Only thus can Catholic intellectual life in all disciplines be animated and fostered and a proper community of scholarly religious discourse be established. In all dimensions of the University, Notre Dame pursues its objectives through the formation of an authentic human community graced by the Spirit of Christ. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|
| BCMR Feeder-TE GP LLC | ||||||||||
| 518 17th Street | Suite 1700 | Denver | CO | 802024130 | Feeder fund | DE | $40,360 | $153,765 | University of Notre Dame du Lac | |
| Dynamo Brasil III LLC | ||||||||||
| Corporation Trust Center | 1209 Orange St | Wilmington | DE | 19801 | Investments | DE | $8,336,444 | $78,489,935 | University of Notre Dame du Lac | |
| ND Properties I LLC | ||||||||||
| Controllers Office | 731 Grace Hall | Notre Dame | IN | 46556 | Rental real estate | IN | $15,435,000 | $0 | University of Notre Dame du Lac | 271677880 |
| NDI Gateway LLC | ||||||||||
| 203 Main Building | Notre Dame | IN | 46656 | Foreign educational activities | IN | $0 | $579,963 | University of Notre Dame du Lac | 472320410 | |
| Santa Fe Interests LLC | ||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | Rental real estate | DE | $2,079,889 | $48,628,958 | University of Notre Dame du Lac | 203977995 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Association of Notre Dame Clubs Inc | |||||||||||||||||
| Controllers Office | 731 Grace Hall | Notre Dame | IN | 46556 | 311050144 | Alumni association | IN | 501(c)(3) | Type III-FI | University of Notre Dame du Lac | Yes (true) | ||||||
| Fundacion University of Notre Dame Chile | |||||||||||||||||
| Study abroad program | 501(c)(3) | University of Notre Dame du Lac | Yes (true) | Av Vicuna Mackenna 4860 | Macul Programas Internacionales | Santiago | CI | CI | |||||||||
| The University of Notre Dame (USA) in England | |||||||||||||||||
| Study abroad program | 501(c)(3) | University of Notre Dame du Lac | Yes (true) | 1 Suffolk Street | London | UK | UK | SW1Y4HG | |||||||||
| University of Notre Dame du Lac Gillen Foundation | |||||||||||||||||
| Controllers Office | 731 Grace hall | Notre Dame | IN | 46556 | 237125378 | Research facility operations | MI | 501(c)(3) | Type I | University of Notre Dame du Lac | Yes (true) | ||||||
| Voice of the Fighting Irish Inc | |||||||||||||||||
| Controllers Office | 731 Grace Hall | Notre Dame | IN | 46556 | 311135580 | Radio station | IN | 501(c)(3) | Type I | University of Notre Dame du Lac | Yes (true) | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | UBI Code VUBICodeVAmt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IPND Leverage Lender LLC | |||||||||||||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | 271678084 | Finance | IN | University of Notre Dame du Lac | Excluded | -$14,381,166 | $0 | false | Yes (true) | 0.999 | |||||||
| Magna NYC Co-Investment LP | |||||||||||||||||||||
| 300 Centerville Road | Suite 300 East | Warwick | RI | 02886 | 261523052 | Real estate investment | DE | GP Magna NYC Co-Investment LLC | Excluded | $18,810,326 | $85,786,540 | false | false | 0.7939 | |||||||
| Merit Energy Partners VIII LP | |||||||||||||||||||||
| 13727 Noel Rd | Suite 1200 | Dallas | TX | 75240 | 752530212 | Direct energy investments | DE | Merit Partners LP | Excluded | -$2,071,261 | $91,146,377 | false | false | 0.99 | |||||||
| Qiming II Investor Holdings LLC | |||||||||||||||||||||
| 350 106th Ave NE | First Floor | Bellevue | WA | 98004 | 270464551 | Feeder fund | WA | University of Notre Dame du Lac | Excluded | $331,308 | $3,103,504 | false | Yes (true) | 1 | |||||||
| Thor Palmer House Co-Investor LP | |||||||||||||||||||||
| 25 West 39th Street | 11th Floor | New York | NY | 10018 | 203283109 | Real estate investment | DE | Thor Palmer House Co-Investor GP LLC | Excluded | $390,229 | $41,892,035 | false | false | 0.6872 | |||||||
| Bridgewater Corporate Bond Fund LLC | |||||||||||||||||||||
| One Glendenning Place | Westport | CT | 06880 | 522317130 | Investments | DE | Bridgewater Associates LP | Excluded | $6,791,587 | $114,899,901 | false | false | 0.6554 | ||||||||
| NDFPR LP | |||||||||||||||||||||
| PO Box 194170 | San Francisco | CA | 941194170 | 611769730 | Investments | DE | BART Partners VIII LLC | Excluded | $1,193,834 | $97,818,343 | false | false | 0.999 | ||||||||
| VMG Stone Brewing Coinvestment LP | |||||||||||||||||||||
| 39 Mesa Street | Suite 310 | San Francisco | CA | 94129 | 812802402 | Investments | DE | VMG Partners III GP LP | Unrelated | -$1,087,153 | $58,097,447 | false | false | 0.648 | -$1,087,153 | ||||||
| Adveq EEM I LP | |||||||||||||||||||||
| Investments | Schroder Adveq Management Jersey Ltd | Excluded | $0 | $2,142,258 | false | false | 0.99 | 50 Lothian Road | Festival Square | Endinburgh | UK | EH39WJ | UK | ||||||||
| Level Equity Sub-Debt Co-Investment I | |||||||||||||||||||||
| Two Grand Central Tower | 140 E 45th St 39th Floor | New York | NY | 10017 | Investments | DE | Level Equity Management LLC | Excluded | $0 | $0 | false | false | 0.95 | ||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Legal Domicile StateLegalDomicileStateCd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BCMR Feeder-TE LP | ||||||||||||||||||||
| 518 17th Street | Suite 1700 | Denver | CO | 80202 | 980582629 | Feeder fund | CA | University of Notre Dame du Lac | C Corporation | $2,346,300 | $11,210,249 | 0.99 | Yes (true) | |||||||
| Bradley-DeBartolo Inc | ||||||||||||||||||||
| Controllers Office | 731 Grace Hall | Notre Dame | IN | 46556 | 341765932 | Real estate owner/lessor | University of Notre Dame du Lac | C Corporation | $0 | $0 | 1.00 | Yes (true) | OH | |||||||
| Kingdom Ridge Capital Fund Ltd | ||||||||||||||||||||
| 81 Main Street | Suite 209 | White Plains | NY | 10601 | Feeder fund | CJ | University of Notre Dame du Lac | C Corporation | -$3,381,969 | $108,687,051 | 0.9503 | Yes (true) | ||||||||
| Sessa Capital (International) Ltd | ||||||||||||||||||||
| Investments | CJ | University of Notre Dame du Lac | C Corporation | -$1,686,632 | $66,151,719 | 0.4645 | Yes (true) | c/o Intertrust Corp Svcs Cayman LTD | 190 Elgin Ave | George Town | Grand Cayman | CJ | E9KYI9005 | |||||||
| Sorin Management Ltd | ||||||||||||||||||||
| Investments | MP | University of Notre Dame du Lac | C Corporation | $291,094 | $94,038,629 | 1.00 | Yes (true) | c/o Apex Fund Services Ltd 4th Fl | Raffles Tower 19 Cyber City | Ebene | MP | |||||||||
| TDR Capital II C Holdings LP | ||||||||||||||||||||
| 980648852 | Feeder fund | UK | University of Notre Dame du Lac | C Corporation | -$7,924 | $24,060,503 | 1.00 | Yes (true) | 50 Lothian Rd | Festival Square | Edinburgh | UK | EH39WJ | |||||||
| Tegean Offshore Fund Ltd | ||||||||||||||||||||
| c/o Tegean Capital Management LLC | Chrysler Building 405 Lexington Ave | New York | NY | 10174 | Feeder fund | CJ | University of Notre Dame du Lac | C Corporation | $2,357,781 | $107,114,337 | 0.8206 | Yes (true) | ||||||||
| ND Renewable Energy Inc | ||||||||||||||||||||
| 724 Grace Hall | Notre Dame | IN | 46556 | 814675664 | Finance | University of Notre Dame du Lac | C Corporation | $0 | $0 | 1.00 | Yes (true) | IN | ||||||||
| Charitable remainder trusts (60) | ||||||||||||||||||||
| Split-interest trusts in which Notre Dame is trustee and remainder beneficiary | University of Notre Dame du Lac | Trust | false | IN | ||||||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (21 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BCMR Feeder-TE LP | ||
| S | $3,995,630 | Amount received |
| Adveq EEM I LP | ||
| B | $4,012,038 | Funding provided |
| Bridgewater Corporate Bond Fund LLC | ||
| B | $1,595,908 | Funding provided |
| Bridgewater Corporate Bond Fund LLC | ||
| S | $46,319,527 | Amount received |
| NDFPR LP | ||
| B | $50,000,000 | Funding provided |
| Kingdom Ridge Capital Fund Ltd | ||
| B | $20,000,000 | Funding provided |
| Level Equity Sub-Debt Co-Investment I | ||
| B | $3,800,000 | Funding provided |
| Magna NYC Co-Investment LP | ||
| S | $1,390,074 | Amount received |
| Merit Energy Partners VIII LP | ||
| B | $33,660,000 | Funding provided |
| Merit Energy Partners VIII LP | ||
| S | $6,435,000 | Amount received |
| Qiming II Investor Holdings LLC | ||
| S | $544,382 | Amount received |
| Tegean Offshore Fund Ltd | ||
| S | $20,000,000 | Amount received |
| VMG Stone Brewing Coinvestment LP | ||
| B | $291,620 | Funding provided |
| Fundacion University of Notre Dame Chile | ||
| B | $393,751 | Funding provided |
| The University of Notre Dame (USA) in England | ||
| B | $3,290,244 | Funding provided/expenses incurred |
| The University of Notre Dame (USA) in England | ||
| R | $4,922,438 | Remittance of revenues collected on behalf of organization |
| Charitable remainder trusts (2) | ||
| S | $1,437,023 | Remainder interest received |
| Sorin Management Ltd | ||
| B | $32,418,996 | Funding provided |
| University of Notre Dame Gillen Foundation | ||
| B | $675,109 | Funding provided |
| Voice of the Fighting Irish Inc | ||
| B | $85,196 | Funding provided |
| IPND Leverage Lender LLC | ||
| S | $124,539 | Amount received |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Notre Dame du Lac | |||||||||||||||
| Controllers Office 724 Grace Hall | Notre Dame | IN | 46556 | 350868188 | Yes (X) | $0 | $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 Hall | Notre Dame | IN | 46556 | 237125378 | $0 | $0 | $0 | $715,101 | $715,101 | $132,265 | $33,066 | $0 | $0 | $0 | |
| Voice of the Fighting Irish Inc | |||||||||||||||
| Controllers Office 724 Grace Hall | Notre Dame | IN | 46556 | 311135580 | $0 | $0 | $0 | $86,991 | $86,991 | $17,398 | $4,350 | $0 | $0 | $0 | |