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UNIVERSITY OF NOTRE DAME DU LAC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF NOTRE DAME DU LAC (EIN 35-0868188)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-12
IRS object ID
201641339349303844
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-12T15:02:50-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008342PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pricewaterhousecoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13th Street NW Suite 1000AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350868188EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of Notre Dame du LacBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone5746313288PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn Affleck-GravesPersonNm
Person TitleExecutive Vice PresidentPersonTitleTxt
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Controllers Office 724 Grace HallAddressLine1Txt
CityNotre DameCityNm
State AbbreviationINStateAbbreviationCd
ZIP46556ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,743,347,488GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption5067GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.nd.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1844FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionSee Schedule OActivityOrMissionDesc
Voting Members Governing Body48VotingMembersGoverningBodyCnt
Voting Members Independent45VotingMembersIndependentCnt
Total Employee18166TotalEmployeeCnt
Total Volunteers2309TotalVolunteersCnt
Total Gross UBI$34,400,171TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$512,128,943PYContributionsGrantsAmt
CY Contributions Grants$576,997,138CYContributionsGrantsAmt
PY Program Service Revenue$792,553,312PYProgramServiceRevenueAmt
CY Program Service Revenue$832,670,150CYProgramServiceRevenueAmt
PY Investment Income$652,460,924PYInvestmentIncomeAmt
CY Investment Income$757,141,244CYInvestmentIncomeAmt
PY Other Revenue$17,153,268PYOtherRevenueAmt
CY Other Revenue$17,483,613CYOtherRevenueAmt
PY Total Revenue$1,974,296,447PYTotalRevenueAmt
CY Total Revenue$2,184,292,145CYTotalRevenueAmt
PY Grants And Similar Paid$266,671,858PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$282,997,526CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$613,037,206PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$635,675,665CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$38,940,566CYTotalFundraisingExpenseAmt
PY Other Expenses$402,914,982PYOtherExpensesAmt
CY Other Expenses$438,095,597CYOtherExpensesAmt
PY Total Expenses$1,282,624,046PYTotalExpensesAmt
CY Total Expenses$1,356,768,788CYTotalExpensesAmt
PY Revenues Less Expenses$691,672,401PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$827,523,357CYRevenuesLessExpensesAmt
Total Assets BOY$11,919,446,599TotalAssetsBOYAmt
Total Assets EOY$12,993,657,716TotalAssetsEOYAmt
Total Liabilities BOY$2,058,140,599TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,318,848,413TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,861,306,000NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,674,809,303NetAssetsOrFundBalancesEOYAmt
MissionSee Schedule OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$646,545,594ExpenseAmt
Grant$250,478,831GrantAmt
Revenue$561,551,213RevenueAmt
DescInstruction - Provided academic instruction and services to approximately 12,000 undergraduate and graduate students pursuing courses of study within five undergraduate colleges, a business school, a law school and graduate school. Conferred approximately 3,500 baccalaureate, master's, doctoral and professional degrees.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$227,076,295ExpenseAmt
Grant$5,595,906GrantAmt
Revenue$252,879,545RevenueAmt
DescAuxiliary enterprises - Provided services to the University community, its guests and other patrons including food services, student and visitor lodging, laundry services, and multiple recreational facilities. The University intercollegiate athletics program enabled student-athletes to compete in twenty-six sports programs at the NCAA Division I level.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$115,346,775ExpenseAmt
Grant$20,647,637GrantAmt
Revenue$8,439,901RevenueAmt
DescResearch - University researchers administered more than 800 awards for studies based within the disciplines of engineering, science and humanities.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$96,684,714$298,301$13,179,455Academic support - The University operates library facilities containing approximately 3,300,000 volumes, serving the University and the local community. The University publishes numerous academic periodicals and volumes and operates a museum of art housing over 27,000 works.
$27,550,271$5,976,851$6,042,346Public service - The University's Institute for Educational Initiatives strives to improve the K-12 education of all young people, particularly the disadvantaged through a variety of programs. The largest such program is the ACE program, a two-year service program offering college graduates the opportunity to serve as full-time teachers in under-resourced schools across the United States and several foreign countries. Additionally, the University provides volunteers and financial support for other organizations, both directly and through its Donor Advised Fund Program.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$124,234,985TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$6,275,152TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$19,221,801TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,113,203,649TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonYes (true)GrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document17462IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee18166EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryEIForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryMPForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryBRForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed3Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members48GoverningBodyVotingMembersCnt
Independent Voting Member45IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Andrew PalufBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5746313288PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
John F Affleck-Graves PhD
Executive VP & Trustee40.001.00Yes (X)Yes (X)$1,412,972$0$162,094
Thomas G Burish PhD
Provost & Trustee40.000Yes (X)Yes (X)$460,217$0$322,908
Rev John I Jenkins CSC PhD
President & Trustee40.001.00Yes (X)Yes (X)$749,012$0$256,536
Rev Jose E Ahumada F CSC
Trustee2.000Yes (X)$0$0$0
Carlos J Betancourt
Trustee2.000Yes (X)$0$0$0
John J Brennan
Trustee2.000Yes (X)$0$0$0
Stephen J Brogan
Trustee2.000Yes (X)$0$0$0
Katie Washington Cole
Trustee2.000Yes (X)$0$0$0
Robert Costa
Trustee2.000Yes (X)$0$0$0
Scott S Cowen
Trustee2.000Yes (X)$0$0$0
Thomas J Crotty
Trustee2.000Yes (X)$0$0$0
Karen McCartan DeSantis
Trustee2.000Yes (X)$0$0$0
James J Dunne III
Trustee2.000Yes (X)$0$0$0
James F Flaherty III
Trustee2.000Yes (X)$0$0$0
Celeste Volz Ford
Trustee2.000Yes (X)$0$0$0
Stephanie A Gallo
Trustee2.000Yes (X)$0$0$0
William M Goodyear
Trustee2.000Yes (X)$0$0$0
Nancy M Haegel
Trustee2.000Yes (X)$0$0$0
Enrique Hernandez Jr
Trustee2.000Yes (X)$0$0$0
Carol Hank Hoffmann
Trustee2.000Yes (X)$0$0$0
Most Rev Daniel R Jenky CSC DD
Trustee2.000Yes (X)$0$0$0
John W Jordan II
Trustee2.000Yes (X)$0$0$0
Rev James B King CSC
Director of Campus Ministry & Trustee40.000Yes (X)$97,812$0$15,330
Hon Diana Lewis
Trustee2.000Yes (X)$0$0$0
Thomas G Maheras
Trustee2.000Yes (X)$0$0$0
Andrew J McKenna Jr
Trustee2.000Yes (X)$0$0$0
Fergal Naughton
Trustee2.000Yes (X)$0$0$0
Richard C Notebaert
Trustee2.000Yes (X)$0$0$0
Richard A Nussbaum II
Trustee2.000Yes (X)$0$0$0
Rev Thomas J O'Hara CSC
Trustee2.000Yes (X)$0$0$0
Rev Gerard J Olinger CSC
Trustee2.000Yes (X)$0$0$0
Joseph I O'Neill III
Trustee2.000Yes (X)$0$0$0
Tim H O'Neill
Trustee2.000Yes (X)$0$0$0
Cindy K Parseghian
Trustee2.000Yes (X)$0$0$0
J Christopher Reyes
Trustee2.000Yes (X)$0$0$0
Martin W Rodgers
Trustee2.000Yes (X)$0$0$0
James E Rohr
Trustee2.000Yes (X)$0$0$0
Phillip B Rooney
Trustee2.000Yes (X)$0$0$0
Shayla Keough Rumely
Trustee2.000Yes (X)$0$0$0
Rev Timothy R Scully CSC
Professor & Trustee40.000Yes (X)$181,992$0$15,330
William J Shaw
Trustee2.000Yes (X)$0$0$0
Phyllis W Stone
Trustee2.000Yes (X)$0$0$0
Timothy F Sutherland
Trustee2.000Yes (X)$0$0$0
Anne E Thompson
Trustee2.000Yes (X)$0$0$0
Sara Martinez Tucker
Trustee2.000Yes (X)$0$0$0
Roderick K West
Trustee2.000Yes (X)$0$0$0
Hon Ann Claire Williams
Trustee2.000Yes (X)$0$0$0
James P Zavertnik
Trustee2.000Yes (X)$0$0$0
Marianne Corr JD
VP & General Counsel40.001.00Yes (X)$500,379$0$35,378
Scott C Malpass MBA
VP & Chief Investment Officer40.000Yes (X)$3,906,277$0$1,450,008
John B Swarbrick Jr
Athletic Director40.000$1,293,883$0$311,187Yes (X)
Michael P Brey
Head Coach, Basketball40.000$918,793$0$51,384Yes (X)
Michael D Donovan MBA JD
Managing Director, Invest.40.000$1,697,559$0$622,746Yes (X)
Brian Kelly
Head Coach, Football40.000$1,573,156$0$51,574Yes (X)
Muffet McGraw
Head Coach, Basketball40.000$1,331,052$0$46,344Yes (X)
Brian VanGorder
Asst. Coach/Coordinator, Football40.000$1,054,673$0$51,483Yes (X)
Charles J Weis
Former Head Coach, Football0.000$2,054,744$0$0Yes (X)
Robert J Bernhard PhD
VP for Research40.000$362,947$0$45,111Yes (X)
Christine M Maziar PhD
VP & Senior Assoc. Provost40.000$352,348$0$34,715Yes (X)
Louis M Nanni MA
VP for University Relations40.000$616,672$0$54,074Yes (X)
John A Sejdinaj MBA CCM
VP for Finance40.000$408,675$0$45,172Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$18,973,164TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,571,374TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1010IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Barton Malow Company
26500 American DriveSouthfieldMI48034Construction$22,703,337
Shiel Sexton Company Inc
902 North Capitol AvenueIndianapolisIN46204Construction$14,905,204
Take Care Employer Solutions
Post Office Box 402142AtlantaGA30384Medical$7,541,821
Ziolkowski Construction Inc
4050 Ralph Jones DriveSouth BendIN46628Construction$7,380,819
JJ White Incorporated
1904 N Kenmore StSouth BendIN46628Construction$6,025,067
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K185CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$622,194FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$86,258,879GovernmentGrantsAmt
All Other Contributions$490,116,065AllOtherContributionsAmt
Noncash Contributions$108,880,058NoncashContributionsAmt
Total Contributions$576,997,138TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Student tuition and fees611310$543,928,766$543,928,766$0$0
Auxiliary enterprises611710$250,584,399$244,318,032$6,266,367$0
Research contracts (gov't and non-gov"t)611310$8,105,772$7,466,356$639,416$0
Educational programs900099$19,072,531$18,902,716$169,815$0
Student services611710$3,143,801$3,143,801$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,834,881TotalRevenueColumnAmt
Related Or Exempt Func Income$7,834,881RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$832,670,150TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$139,039,942TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$26,743,720UnrelatedBusinessRevenueAmt
Exclusion$112,296,222ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,385,444TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,385,444ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$12,345,125RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$11,550,210RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$794,915RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$794,915TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$794,915ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,164,064,000SecuritiesAmt
Other$1,030,491OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,546,800,802SecuritiesAmt
Other$192,387OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$617,263,198SecuritiesAmt
Other$838,104OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$618,101,302TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$618,101,302ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$313,540FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$622,194ContriRptFundraisingEventAmt
Fundraising Direct Expenses$510,762FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$197,222TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$197,222ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$79,348GamingGrossIncomeAmt
Gaming Direct Expenses$1,182GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,166TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$78,166ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescAlumni AssociationDesc
Business900099BusinessCd
Total Revenue Column$3,029,626TotalRevenueColumnAmt
Related Or Exempt Func Income$2,448,773RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$580,853UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,392,684TotalRevenueColumnAmt
Related Or Exempt Func Income$6,392,684RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$9,422,310OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,184,292,145TotalRevenueColumnAmt
Related Or Exempt Func Income$834,436,009RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$34,400,171UnrelatedBusinessRevenueAmt
Exclusion$738,458,827ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,006,672TotalAmt
Program Services$20,006,672ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$257,307,830TotalAmt
Program Services$257,307,830ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$5,683,024TotalAmt
Program Services$5,683,024ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,911,274TotalAmt
Program Services$2,053,311ProgramServicesAmt
Management And General$7,406,648ManagementAndGeneralAmt
Fundraising$451,315FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$477,223,885TotalAmt
Program Services$397,056,974ProgramServicesAmt
Management And General$58,114,906ManagementAndGeneralAmt
Fundraising$22,052,005FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$39,926,215TotalAmt
Program Services$30,034,851ProgramServicesAmt
Management And General$8,195,833ManagementAndGeneralAmt
Fundraising$1,695,531FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$80,724,122TotalAmt
Program Services$53,648,482ProgramServicesAmt
Management And General$23,738,568ManagementAndGeneralAmt
Fundraising$3,337,072FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$27,890,169TotalAmt
Program Services$22,629,021ProgramServicesAmt
Management And General$3,859,782ManagementAndGeneralAmt
Fundraising$1,401,366FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,941,075TotalAmt
Program Services$170,696ProgramServicesAmt
Management And General$2,770,379ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,529,405TotalAmt
Program Services$259,075ProgramServicesAmt
Management And General$3,270,330ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$350,272TotalAmt
Program Services$0ProgramServicesAmt
Management And General$350,272ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,750,469TotalAmt
Program Services$0ProgramServicesAmt
Management And General$25,750,469ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$27,591,881TotalAmt
Program Services$21,246,595ProgramServicesAmt
Management And General$5,639,873ManagementAndGeneralAmt
Fundraising$705,413FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,617,885TotalAmt
Program Services$3,493,464ProgramServicesAmt
Management And General$110,810ManagementAndGeneralAmt
Fundraising$13,611FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$58,189,031TotalAmt
Program Services$48,002,787ProgramServicesAmt
Management And General$8,284,841ManagementAndGeneralAmt
Fundraising$1,901,403FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,197,970TotalAmt
Program Services$9,063,583ProgramServicesAmt
Management And General$8,786,047ManagementAndGeneralAmt
Fundraising$348,340FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$534,782TotalAmt
Program Services$482,766ProgramServicesAmt
Management And General$52,016ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$66,815,489TotalAmt
Program Services$56,475,457ProgramServicesAmt
Management And General$9,364,381ManagementAndGeneralAmt
Fundraising$975,651FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$46,484,739TotalAmt
Program Services$40,635,571ProgramServicesAmt
Management And General$3,453,925ManagementAndGeneralAmt
Fundraising$2,395,243FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,051,384TotalAmt
Program Services$4,067,700ProgramServicesAmt
Management And General$1,635,976ManagementAndGeneralAmt
Fundraising$347,708FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$25,652,156TotalAmt
Program Services$21,410,594ProgramServicesAmt
Management And General$3,465,735ManagementAndGeneralAmt
Fundraising$775,827FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$61,648,547TotalAmt
Program Services$56,253,386ProgramServicesAmt
Management And General$5,154,303ManagementAndGeneralAmt
Fundraising$240,858FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$930,467TotalAmt
Program Services$899,382ProgramServicesAmt
Management And General$31,085ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Food and entertainment$38,835,192$32,890,220$4,365,682$1,579,290
Investment Office expenses$19,189,936$0$19,189,936$0
Library books and serials$11,921,749$11,921,749$0$0
Study-abroad prgm expenses$4,934,049$4,934,049$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,929,119TotalAmt
Program Services$12,576,410ProgramServicesAmt
Management And General$1,632,776ManagementAndGeneralAmt
Fundraising$719,933FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,356,768,788TotalAmt
Program Services$1,113,203,649ProgramServicesAmt
Management And General$204,624,573ManagementAndGeneralAmt
Fundraising$38,940,566FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$94,259,328BOYAmt
EOY$203,592,795EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$307,174,842BOYAmt
EOY$433,467,514EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$29,038,588BOYAmt
EOY$40,620,170EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$45,925,267BOYAmt
EOY$44,692,371EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$10,027,293BOYAmt
EOY$8,943,633EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$27,789,112BOYAmt
EOY$30,720,605EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,197,766,032LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$682,642,743LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,382,730,153BOYAmt
EOY$1,515,123,289EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,415,665,370BOYAmt
EOY$1,749,683,261EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,597,286,224BOYAmt
EOY$8,950,275,998EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$6,454,713EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,550,422BOYAmt
EOY$10,083,367EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,919,446,599BOYAmt
EOY$12,993,657,716EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$97,140,306BOYAmt
EOY$157,934,697EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$60,820,095BOYAmt
EOY$42,180,581EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$356,252,031BOYAmt
EOY$160,962,541EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$52,280,152BOYAmt
EOY$62,665,188EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$260,000,000BOYAmt
EOY$660,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,231,648,015BOYAmt
EOY$1,235,105,406EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,058,140,599BOYAmt
EOY$2,318,848,413EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,365,744,677BOYAmt
EOY$4,630,672,063EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,822,007,763BOYAmt
EOY$4,169,034,477EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,673,553,560BOYAmt
EOY$1,875,102,763EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,861,306,000BOYAmt
EOY$10,674,809,303EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,919,446,599BOYAmt
EOY$12,993,657,716EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$827,523,357ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$32,417,838NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$46,437,892OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$312,978,519CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$252,639,060CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$323,314,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$512,128,943CurrentTaxYearMinus1YearAmt
Current Tax Year$576,997,138CurrentTaxYearAmt
Total$1,978,058,121TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$312,978,519CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$252,639,060CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$323,314,461CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$512,128,943CurrentTaxYearMinus1YearAmt
Current Tax Year$576,997,138CurrentTaxYearAmt
Total$1,978,058,121TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,978,058,121PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$119,388,371CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$110,477,284CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123,503,535CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$171,385,126CurrentTaxYearMinus1YearAmt
Current Tax Year$158,770,511CurrentTaxYearAmt
Total$683,524,827TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,113,600CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,754,367CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,426,820CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,210,565CurrentTaxYearMinus1YearAmt
Current Tax Year$6,785,572CurrentTaxYearAmt
Total$28,290,924TotalAmt
FieldValueIRS element (for citing)
Total Support$2,689,873,872TotalSupportAmt
Gross Receipts Rltd Activities$3,750,952,332GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7354PublicSupportCY170Pct
Public Support PY1700.7296PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - MISC FEES & COMMISSIONS, COLUMN A - 4113600.0, COLUMN B - 5754367.0, COLUMN C - 5426820.0, COLUMN D - 6210565.0, COLUMN E - 6785572.0, COLUMN F - 28290924.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$421,200FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$421,200FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,103,804,703FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,104,225,903FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$3,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$4,500,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$356,017CurrentYearMinus2Amt
Current Year Minus1$411,080CurrentYearMinus1Amt
Current Year$421,200CurrentYearAmt
Total$1,188,297TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$750,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,125,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

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

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held42DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$7,336,028DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$1,786,995DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$47,385,563DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$0AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcYes (true)AgentTrusteeEtcInd
Beginning Balance$1,760BeginningBalanceAmt
Additions During Year$13,608AdditionsDuringYearAmt
Distributions During Year$15,245DistributionsDuringYearAmt
Ending Balance$123EndingBalanceAmt
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,189,096,422BeginningYearBalanceAmt
Contributions$244,796,294ContributionsAmt
Investment Earnings Or Losses$659,396,671InvestmentEarningsOrLossesAmt
Grants Or Scholarships$100,189,669GrantsOrScholarshipsAmt
Other Expenditures$208,718,859OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$8,784,380,859EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,959,050,707BeginningYearBalanceAmt
Contributions$211,220,228ContributionsAmt
Investment Earnings Or Losses$1,317,009,930InvestmentEarningsOrLossesAmt
Grants Or Scholarships$95,629,513GrantsOrScholarshipsAmt
Other Expenditures$202,554,930OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$8,189,096,422EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,444,598,397BeginningYearBalanceAmt
Contributions$109,051,302ContributionsAmt
Investment Earnings Or Losses$725,521,322InvestmentEarningsOrLossesAmt
Grants Or Scholarships$90,722,736GrantsOrScholarshipsAmt
Other Expenditures$229,397,578OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$6,959,050,707EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,383,343,071BeginningYearBalanceAmt
Contributions$162,550,384ContributionsAmt
Investment Earnings Or Losses$177,082,485InvestmentEarningsOrLossesAmt
Grants Or Scholarships$85,386,397GrantsOrScholarshipsAmt
Other Expenditures$192,991,146OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$6,444,598,397EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,340,685,012BeginningYearBalanceAmt
Contributions$167,659,430ContributionsAmt
Investment Earnings Or Losses$1,115,963,818InvestmentEarningsOrLossesAmt
Grants Or Scholarships$80,194,525GrantsOrScholarshipsAmt
Other Expenditures$160,770,664OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$6,383,343,071EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.381BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.21PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.409TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$9,300,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$24,286,842OtherCostOrOtherBasisAmt
Book Value$33,586,842BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$57,262,131InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,515,249,957OtherCostOrOtherBasisAmt
Depreciation$457,151,472DepreciationAmt
Book Value$1,115,360,616BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$13,690,051OtherCostOrOtherBasisAmt
Depreciation$3,532,970DepreciationAmt
Book Value$10,157,081BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$362,972InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$279,629,869OtherCostOrOtherBasisAmt
Depreciation$154,287,294DepreciationAmt
Book Value$125,705,547BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$45,009InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$297,939,201OtherCostOrOtherBasisAmt
Depreciation$67,671,007DepreciationAmt
Book Value$230,313,203BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,515,123,289TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$738,760BookValueAmt
Method ValuationFMethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$2,491BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Short-term investments$20,755,945F
Public equities - U.S.$535,991,036F
Public equities - Non-U.S.$1,238,140,702F
Public equities - Long/short strategies$1,342,645,780F
Fixed income securities$424,011,797F
Marketable alternatives$1,301,001,888F
Private equity$2,969,798,690F
Real estate and other real assets$1,030,750,438F
Defined benefit pension plan assets$86,438,471F
FieldValueIRS element (for citing)
Total Book Value Securities$8,950,275,998TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)

DescDescAmtAmt
Short-term borrowing$45,015,000
Refundable advances$30,114,958
Liabilities associated with investments$788,949,879
Obligations under split-interest agreements$144,112,833
Conditional asset retirement obligations$25,011,358
Pension and other accrued postretirement benefits$136,368,289
Government advances for student loans$29,913,888
Debt-related derivative instruments$7,314,413
Student organization funds and other deposits$6,185,550
Self-insurance reserves$6,748,758
Other liabilities$15,370,480
FieldValueIRS element (for citing)
Total Liability$1,235,105,406TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,871,193,717TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$32,417,838NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue-$296,746,082OtherRevenueAmt
Revenue Not Reported-$264,328,244RevenueNotReportedAmt
Revenue Subtotal$2,135,521,961RevenueSubtotalAmt
Investment Expenses Not Incld$49,282,128InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$511,944OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$48,770,184RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,184,292,145TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,057,690,414TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$511,944OtherExpensesIncludedAmt
Expenses Not Reported$511,944ExpensesNotReportedAmt
Expenses Subtotal$1,057,178,470ExpensesSubtotalAmt
Investment Expenses Not Incld2$49,282,128InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$250,308,190OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$299,590,318ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,356,768,788TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part X Asset RetirementThe University recognizes asset retirement obligations when incurred. A discounting technique is used to calculate the present value of the capitalized asset retirement costs and the related obligation. Asset retirement costs are depreciated over the estimated remaining useful life of the related asset and the asset retirement obligation is accreted annually to the current present value. Upon settlement of an obligation, any difference between the retirement obligation and the cost to settle is recognized as a gain or loss in the consolidated statement of change in unrestricted net assets. The University's conditional asset retirement obligations relate primarily to asbestos remediation and will be settled upon undertaking associated renovation projects.
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteThe University does not capitalize the cost of library books, nor the cost or fair value of its art collection. The latter is held for exhibition and educational purposes only and not for financial gain.
Schedule D, Part III, Line 4 Collections of art - description of collectionsThe Snite Museum of Art maintains a collection of over 27,000 original works of art which are utilized for exhibition, teaching, research and educational outreach programs.
Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangementInterest on Lawyer Trust Accounts (IOLTA) - The University of Notre Dame's Legal Aid Clinic opened a custodial bank account on 11/8/01. The purpose of the account is to hold client's funds in trust. The interest earned on the funds is remitted to the Indiana Bar Foundation and used to pay for filing fees, fees for medical records, and recording and various court fees for clients with limited financial means.
Schedule D, Part V, Line 4 Intended uses of endowment fundsEndowment distributions are used to fund a variety of operational needs, including scholarships & fellowships, faculty chairs, academic programs, libraries, other endowment programs, and general operations.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Tuition discounts - -XXX-XX-XXXX Room & Board discounts - -4297732 Net gain/(loss) on debt-related derivative instruments - -6836035 Net pension and postretirement benefits-related changes - -28018352 Change in value of split-interest agreements - -9052301 Other non-operating changes in net assets - -2531204
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsDirect expenses of fundraising events - -510762 Direct expenses from gaming activities - -1182
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Direct expenses of fundraising events - 510762 Direct expenses from gaming activities - 1182
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsTuition scholarships and fellowships - XXX-XX-XXXX Room & board discounts - 4297732

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe University nondiscrimination policy is disclosed in the Admission Policies and Procedures Handbook given to each student. The University draws students nationally and internationally and enrolls meaningful numbers of minority students.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTThe University receives financial assistance from various governmental agencies within the Federal Government and local jurisdictions. The governmental grants and contracts support certain research projects and student financial aid.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (77 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanInvestments$3,856,640,129
East Asia and the PacificInvestments$155,947,683
Europe (Including Iceland and Greenland)Investments$722,046,329
Middle East and North AfricaInvestments$4,985,062
North America (Canada & Mexico only)Investments$72,708,887
Russia and Neighboring StatesInvestments$0
South AmericaInvestments$4,991,027
South AsiaInvestments$104,655,297
Sub-Saharan AfricaInvestments$214,236,709
East Asia and the PacificProgram Services$2,165,02114International Study Program
Europe (Including Iceland and Greenland)Program Services$23,645,402480International Study Program
Middle East and North AfricaProgram Services$625,5122International Study Program
North America (Canada & Mexico only)Program Services$275,2521International Study Program
Russia and Neighboring StatesProgram Services$31,400International Study Program
South AmericaProgram Services$569,28814International Study Program
South AsiaProgram Services$14,196International Study Program
Sub-Saharan AfricaProgram Services$143,284International Study Program
Central America and the Caribbean,Investment Operations$8,217,973
East Asia and the Pacific,Investment Operations$607,045
Europe (Including Iceland and Greenland),Investment Operations$773,767
Middle East and North Africa,Investment Operations$2,936
North America (Canada & Mexico only),Investment Operations$2,034
Russia and Neighboring States,Investment Operations$0
South America,Investment Operations$33,758
South Asia,Investment Operations$53,940
Sub-Saharan Africa,Investment Operations$3,335,242
Central America and the CaribbeanFundraising$16,778
East Asia and the PacificFundraising$26,099
Europe (Including Iceland and Greenland)Fundraising$82,479
North America (Canada & Mexico only)Fundraising$7,667
South AmericaFundraising$4,348
South AsiaFundraising$7,351
Central America and the CaribbeanProgram Services$7,261Auxillary Enterprises
Central America and the CaribbeanProgram Services$252,525Instruction
Central America and the CaribbeanProgram Services$22,085Management & General
Central America and the CaribbeanProgram Services$250,05235Other
Central America and the CaribbeanProgram Services$1,849,588Research
East Asia and the PacificProgram Services$5,585Auxillary Enterprises
East Asia and the PacificProgram Services$521,838Instruction
East Asia and the PacificProgram Services$75,290Management & General
East Asia and the PacificProgram Services$227,568Other
East Asia and the PacificProgram Services$861,3962Research
Europe (Including Iceland and Greenland)Program Services$86,575Auxillary Enterprises
Europe (Including Iceland and Greenland)Program Services$2,739,71411Instruction
Europe (Including Iceland and Greenland)Program Services$225,043Management & General
Europe (Including Iceland and Greenland)Program Services$1,140,806Other
Europe (Including Iceland and Greenland)Program Services$3,044,3796Research
Middle East and North AfricaProgram Services$0Auxillary Enterprises
Middle East and North AfricaProgram Services$173,329Instruction
Middle East and North AfricaProgram Services$12,410Management & General
Middle East and North AfricaProgram Services$357,614Other
Middle East and North AfricaProgram Services$326,2451Research
North America (Canada & Mexico only)Program Services$39,106Auxillary Enterprises
North America (Canada & Mexico only)Program Services$282,394Instruction
North America (Canada & Mexico only)Program Services$32,262Management & General
North America (Canada & Mexico only)Program Services$100,441Other
North America (Canada & Mexico only)Program Services$155,057Research
Russia and Neighboring StatesProgram Services$10,229Auxillary Enterprises
Russia and Neighboring StatesProgram Services$42,524Instruction
Russia and Neighboring StatesProgram Services$0Management & General
Russia and Neighboring StatesProgram Services$1,518Other
Russia and Neighboring StatesProgram Services$29,083Research
South AmericaProgram Services$0Auxillary Enterprises
South AmericaProgram Services$346,673Instruction
South AmericaProgram Services$21,219Management & General
South AmericaProgram Services$80,9701Other
South AmericaProgram Services$90,479Research
South AsiaProgram Services$0Auxillary Enterprises
South AsiaProgram Services$117,726Instruction
South AsiaProgram Services$12,373Management & General
South AsiaProgram Services$40,383Other
South AsiaProgram Services$200,679Research
Sub-Saharan AfricaProgram Services$25,023Auxillary Enterprises
Sub-Saharan AfricaProgram Services$288,5471Instruction
Sub-Saharan AfricaProgram Services$22,890Management & General
Sub-Saharan AfricaProgram Services$113,381Other
Sub-Saharan AfricaProgram Services$1,140,508123Research
FieldValueIRS element (for citing)
Subtotal Offices6SubtotalOfficesCnt
Subtotal Employees91SubtotalEmployeesCnt
Continutation Total Office4ContinutationTotalOfficeCnt
Continutation Total Employee50ContinutationTotalEmployeeCnt
Total Office10TotalOfficeCnt
Total Employee141TotalEmployeeCnt
Subtotal Spent$5,163,537,194SubtotalSpentAmt
Continuation Spent$28,687,469ContinuationSpentAmt
Total Spent$5,192,224,663TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (30 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Sub-Saharan AfricaSee Footnote 2, Part V$83,828Check/Wire
Sub-Saharan AfricaSee Footnote 2, Part V$75,000Check/Wire
Central America and the CaribbeanSee Footnote 2, Part V$477,191Check/Wire
Central America and the CaribbeanSee Footnote 2, Part V$574,740Check/Wire
Europe (Including Iceland and Greenland)See Footnote 2, Part V$70,000Check/Wire
Europe (Including Iceland and Greenland)See Footnote 2, Part V$50,000Check/Wire
East Asia and the PacificSee Footnote 2, Part V$480,295Check/Wire
Europe (Including Iceland and Greenland)See Footnote 2, Part V$866,611Check/Wire
Europe (Including Iceland and Greenland)See Footnote 2, Part V$149,081Check/Wire
Sub-Saharan AfricaSee Footnote 2, Part V$106,523Check/Wire
Central America and the CaribbeanSee Footnote 2, Part V$299,676Check/Wire
Sub-Saharan AfricaSee Footnote 2, Part V$116,457Check/Wire
Europe (Including Iceland and Greenland)See Footnote 2, Part V$443,245Check/Wire
South AsiaSee Footnote 2, Part V$128,200Check/Wire
Europe (Including Iceland and Greenland)See Footnote 2, Part V$60,884Check/Wire
Sub-Saharan AfricaSee Footnote 2, Part V$47,252Check/Wire
Sub-Saharan AfricaSee Footnote 2, Part V$49,994Check/Wire
South AsiaSee Footnote 2, Part V$28,000Check/Wire
Sub-Saharan AfricaSee Footnote 2, Part V$10,000Check/Wire
Sub-Saharan AfricaSee Footnote 2, Part V$75,000Check/Wire
Central America and the CaribbeanSee Footnote 2, Part V$490,860Check/Wire
Europe (Including Iceland and Greenland)See Footnote 2, Part V$284,536Check/Wire
Europe (Including Iceland and Greenland)See Footnote 2, Part V$5,285Check/Wire
Sub-Saharan AfricaSee Footnote 2, Part V$5,550Check/Wire
Sub-Saharan AfricaSee Footnote 2, Part V$244,215Check/Wire
Middle East and North AfricaSee Footnote 2, Part V$300,000Check/Wire
Sub-Saharan AfricaSee Footnote 2, Part V$68,849Check/Wire
Sub-Saharan AfricaSee Footnote 2, Part V$5,813Check/Wire
Europe (Including Iceland and Greenland)See Footnote 2, Part V$50,000Check/Wire
North America (Canada & Mexico only)See Footnote 2, Part V$35,938Check/Wire
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org29TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (13 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Housing and Other AssistanceEast Asia and the Pacific1$4,750Check/Wire/Direct Deposit
Housing and Other AssistanceEurope (Including Iceland and Greenland)5$26,861Check/Wire/Direct Deposit
Housing and Other AssistanceNorth America (Canada & Mexico only)1$1,750Check/Wire/Direct Deposit
Prizes and AwardsEast Asia and the Pacific2$30,122Check/Wire/Direct Deposit
Prizes and AwardsEurope (Including Iceland and Greenland)5$113,315Check/Wire/Direct Deposit
Prizes and AwardsSouth America1$15,000Check/Wire/Direct Deposit
Research/Travel GrantEast Asia and the Pacific3$333Check/Wire/Direct Deposit
Research/Travel GrantEurope (Including Iceland and Greenland)24$34,465Check/Wire/Direct Deposit
Research/Travel GrantMiddle East and North Africa1$600Check/Wire/Direct Deposit
Research/Travel GrantNorth America (Canada & Mexico only)4$2,901Check/Wire/Direct Deposit
Research/Travel GrantRussia and Neighboring States1$2,211Check/Wire/Direct Deposit
Research/Travel GrantSouth America1$1,162Check/Wire/Direct Deposit
Research/Travel GrantSub-Saharan Africa1$1,000Check/Wire/Direct Deposit
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Organization's procedures for monitoring the use of grant fundsAll grants made for research activities are initiated by a formal sub-contract executed by both parties. The terms and conditions of each grant contain all the guidelines for invoicing, billing, record retention, audits, etc. Research and Sponsored Programs Accounting ("RSPA") and the Notre Dame Research Office work in tandem to ensure the guidelines are adhered to. Almost all sub-contracts 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 had developed a policy containing guidelines surrounding sub-contracts, some of which were addressed above. This policy can be found at: http://controller.nd.edu/assets/91679/subrecipient_monitoring.pdf. The University provides funding to students and other related individuals for research and other activities to support the furtherance of their education. Funds provided are monitored through applications, budgets and a requirement to document the use of funds either prior to the distribution of funds or upon completion of the activity.
Schedule F, Part II, Line 1(d) Purpose of GrantPayments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1NPC Research Event - Road to DiscoveryEvent1Nm
Gross Receipts Event1$429,674GrossReceiptsEvent1Amt
Charitable Contri Event1$429,674CharitableContriEvent1Amt
Gross Revenue Event1$0GrossRevenueEvent1Amt
Food And Beverage Event1$9,482FoodAndBeverageEvent1Amt
Entertainment Event1$790EntertainmentEvent1Amt
Other Direct Expenses Event1$244,791OtherDirectExpensesEvent1Amt
Event2NPC Research Event - Parseghian ClassicEvent2Nm
Gross Receipts Event2$400,390GrossReceiptsEvent2Amt
Charitable Contri Event2$100,650CharitableContriEvent2Amt
Gross Revenue Event2$299,740GrossRevenueEvent2Amt
Rent Facility Costs Event2$195,248RentFacilityCostsEvent2Amt
Food And Beverage Event2$325FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$16,590OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$105,670GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$91,870CharitableContriOtherEventsAmt
Gross Revenue Other Events$13,800GrossRevenueOtherEventsAmt
Food And Beverage Other Events$29,802FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$13,734OthDirectExpnssOtherEventsAmt
Gross Receipts Total$935,734GrossReceiptsTotalAmt
Charitable Contributions Tot$622,194CharitableContributionsTotAmt
Gross Revenue Total Events$313,540GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$195,248RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$39,609FoodAndBeverageTotalEventsAmt
Entertainment Total Events$790EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$275,115OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$510,762DirectExpenseSummaryEventsAmt
Net Income Summary-$197,222NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$79,348GrossRevenueOtherGamingAmt
Non Cash Prizes Other Gaming$315NonCashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming$867OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingfalseVolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$79,348GrossRevenueTotalGamingAmt
Non Cash Prizes Total Gaming$315NonCashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$867OthDirectExpnssTotalGamingAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedINStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Gaming Own Facility0.0GamingOwnFacilityPct
Gaming Other Facility1.0GamingOtherFacilityPct
Individual With BooksDeborah Gabaree Office of General CIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1203 Main BuildingAddressLine1Txt
CityNotre DameCityNm
State AbbreviationINStateAbbreviationCd
ZIP46556ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (154 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
American Cancer Society
130 Red Coach DriveMishawakaIN46545131788491501(c)(3)$10,815See Footnote 2, Part IV
Andean Health & Development
1100 Delaplaine CtMadisonWI53715391809174501(c)(3)$15,000See Footnote 2, Part IV
Ara Parseghian Medical Research Foundation
4729 East Sunrise Drive Suite 327TucsonAZ85718860775966501(c)(3)$138,000See Footnote 2, Part IV
Basis Policy Research LLC
9650 Strickland Road Suite 103-296RaleighNC276151902270475968$113,538See Footnote 2, Part IV
Battelle
Post Office Box 84391SeattleWA981245691314379427501(c)(3)$7,189See Footnote 2, Part IV
Boys & Girls Club-St Jos Cnty
502 East SampleSouth BendIN46601351329625501(c)(3)$10,000See Footnote 2, Part IV
Brigham & Women's Hospital
75 Francis StreetBostonMA02115042312909501(c)(3)$164,825See Footnote 2, Part IV
Brothers of Holy Cross
13645 Riverside DriveSherman OaksCA91423954045107501(c)(3)$10,000See Footnote 2, Part IV
California Institute of Technology
1200 East California BoulevardPasadenaCA911250001951643307501(c)(3)$199,700See Footnote 2, Part IV
Carnegie Mellon University
Post Office Box 371032PittsburghPA152507032250969449501(c)(3)$252,157See Footnote 2, Part IV
Carry the Load
PO Box 261904PlanoTX75026274568835501(c)(3)$20,000See Footnote 2, Part IV
Cary Institute of Ecosystem Studies
2801 Sharon TurnpikeMillbrookNY125455721223232968501(c)(3)$21,740See Footnote 2, Part IVPost Office Box AB
Case Western Reserve University
Nord Hall Suite 600ClevelandOH441067037341018992501(c)(3)$6,898See Footnote 2, Part IV10900 Euclid Avenue
Catholic Church Extension Society
150 South Wacker Drive Suite 2000ChicagoIL60606366000520501(c)(3)$40,000See Footnote 2, Part IV
Catholic Education Institute
Archdiocese of San FranciscoSan FranciscoCA941096602364486769501(c)(3)$21,900See Footnote 2, Part IV1 Peter Yorke Way
Catholic University of America
620 Michigan Avenue NortheastWashingtonDC200640001530196583501(c)(3)$18,479See Footnote 2, Part IV
Center for the Homeless
813 S Michigan StreetSouth BendIN46601351768544501(c)(3)$87,160See Footnote 2, Part IV$278,740FMVRental Waiver
Central Michigan University
Accounting WA 304Mount PleasantMI48859386004447State of Michigan$18,999See Footnote 2, Part IV
Christ the King Parish
820 Porter AvenueDes MoinesIA50315420722697501(c)(3)$10,000See Footnote 2, Part IV
City of Mishawaka
600 East Third StreetMishawakaIN46544356001115City-Mishawaka$9,188See Footnote 2, Part IV
City of South Bend
227 West Jefferson Blvd Suite 1400South BendIN46601356001201City-South Bend$50,533See Footnote 2, Part IV
Community Foundation of St Joseph
205 W Jefferson Blvd 610South BendIN46601237365930501(c)(3)$109,000See Footnote 2, Part IV
Congregation of Holy Cross
Post Office Box 460Notre DameIN46556320344245501(c)(3)$373,563See Footnote 2, Part IV
Contect Inc
1400 East Angela Boulevard Unit 148South BendIN466171370352477885$89,439See Footnote 2, Part IV
Cornell University
Post Office Box 22IthacaNY148510022150532082501(c)(3)$572,207See Footnote 2, Part IV
Dawn Brancheau Foundation Inc
9030 Via Bella NotteOrlandoFL32836273700500501(c)(3)$10,000See Footnote 2, Part IV
Declan Drumm Sullivan Memorial Fund
703 West Montroe StChicagoIL60661276886934501(c)(3)$40,000See Footnote 2, Part IV
Diocese of Fort Wayne-So Bend
915 S Clinton StreetFort WayneIN46802350876373501(c)(3)$35,000See Footnote 2, Part IV
Duke University
2138 Campus DriveDurhamNC27708560532129501(c)(3)$75,228See Footnote 2, Part IVPO Box 90586
Early Childhood Development Center
10 Child Care CenterNotre DameIN46556351188922501(c)(3)$200,000See Footnote 2, Part IV
Elevate Ventures Inc
50 East 91st StreetIndianapolisIN46240274118692501(c)(3)$75,000See Footnote 2, Part IV
enFocus Inc
506 W South St Suite 100South BendIN46601455638209$20,000See Footnote 2, Part IV
enFocus Inc
506 W South St Suite 100South BendIN466012785455638209$405,000See Footnote 2, Part IV
Family & Children's Center
315 W Jefferson BlvdSouth BendIN46601350869031501(c)(3)$5,640See Footnote 2, Part IV
Fermi National Accelerator Lab
Post Office Box 500BataviaIL605105011571239010501(c)(3)$25,334See Footnote 2, Part IV
FHI 360
359 Blackwell street Suite 200DurhamNC277012477237413005501(c)(3)$72,492See Footnote 2, Part IV
Fischoff National Chamber Music Association
303 Brownson HallNotre DameIN46556351650154501(c)(3)$33,318See Footnote 2, Part IV
Florida State University
Post Office Box 3064166TallahasseeFL323060001591961248State of Florida$82,140See Footnote 2, Part IV
Food for the Poor Inc
6401 Lyons RoadCoconut CreekFL33073592174510501(c)(3)$25,650See Footnote 2, Part IV
Foundation for Center for Hospice and Palliative Care
501 Comfort PlaceMishawakaIN46545300433147501(c)(3)$22,000See Footnote 2, Part IV
Foundation of St Joseph Regional Me
707 E Cedar Street Suite 175South BendIN46617351654543501(c)(3)$15,305See Footnote 2, Part IV
Freedom to Learn Illinois
Post Office Box 227ChicagoIL60690272479414501(c)(3)$250,000See Footnote 2, Part IV
George Mason University
4400 University DriveFairfaxVA22030540836354State of Virginia$80,632See Footnote 2, Part IV
George Washington University
45155 Research PlaceAshburnVA201472692530196584501(c)(3)$87,687See Footnote 2, Part IV
Georgia Tech Research Corporation
Post Office Box 100117AtlantaGA303840117580603146State of Georgia$133,198See Footnote 2, Part IV
Girls on the Run Michiana
PO Box 252Notre DameIN46556272652189501(c)(3)$15,000See Footnote 2, Part IV
Global Citizen Year Inc
1625 Clay StOaklandCA94612263161342501(c)(3)$35,000See Footnote 2, Part IV
Grand Valley State University
234 Lake Michigan HallAllendaleMI494019401381684280State of Michigan$27,366See Footnote 2, Part IV
Habitat for Humanity
402 East South StreetSouth BendIN46601311196894501(c)(3)$55,000See Footnote 2, Part IV
Hannah's House
518 West Fourth StreetMishawakaIN46546351871289501(c)(3)$16,590See Footnote 2, Part IV
Harvard University
1350 Massachusetts AvenueCambridgeMA021383800042103580501(c)(3)$56,596See Footnote 2, Part IV
Henry F & Anne Marie Frigon Family
1055 Broadway Suite 130Kansas CityMO64105431152398501(c)(3)$55,000See Footnote 2, Part IV
History of Science Society Inc
440 Geddes Hall Univ of Notre DameNotre DameIN46556526050324501(c)(3)$62,552See Footnote 2, Part IV
Holy Cross Foreign Mission Society
PO Box 543Notre DameIN46556530196617501(c)(3)$10,000See Footnote 2, Part IV
Holy Trinity Catholic Church
1600 Corporate DriveLadera RanchCA92694202747543501(c)(3)$50,000See Footnote 2, Part IV
Illinois Institute of Technology
3300 South Federal StreetChicagoIL606163793352170136501(c)(3)$30,702See Footnote 2, Part IV
Indiana Economic Development Foundation
One North Capital Avenue Suite 700IndianapolisIN46204202664607501(c)(3)$10,000See Footnote 2, Part IV
Indiana University
Post Office Box 66057IndianapolisIN462660001356001673State of Indiana$752,802See Footnote 2, Part IV
IQE RF LLC
265 Davidson Ave Ste 141SomersetNJ088734120205236093$167,056See Footnote 2, Part IV
Johns Hopkins University
3400 N Charles StreetBaltimoreMD21218520595110501(c)(3)$146,379See Footnote 2, Part IV
Kelly Cares Foundation
1251 N Eddy Street Suite 200South BendIN46617263591070501(c)(3)$5,650See Footnote 2, Part IV
La Casa de Amistad
746 South Meade StreetSouth BendIN46619351350013501(c)(3)$8,350See Footnote 2, Part IV
Lake Superior State University
650 West Easterday AvenueSault Sainte MarieMI497831626381880022State of Michigan$8,132See Footnote 2, Part IV
Lehigh University
526 Brodhead AvenueBethlehemPA180153008240795445501(c)(3)$58,196See Footnote 2, Part IV
Logan Community Resources
2505 E Jefferson BlvdSouth BendIN46615350965639501(c)(3)$28,400See Footnote 2, Part IV
Loyola University Chicago
820 North Michigan Avenue Floor 13ChicagoIL606112147351408475501(c)(3)$20,317See Footnote 2, Part IV
Mayo Clinic
200 First St SWRochesterMN55905416011702501(c)(3)$10,000See Footnote 2, Part IV
Miami University Foundation
725 East Chestnut StreetOxfordOH45056316026014501(c)(3)$100,000See Footnote 2, Part IV
Michigan State University
426 Auditorium Rd Rm 2East LansingMI488242612386005984State of Michigan$998,824See Footnote 2, Part IV
Michigan Technological University
1400 Townsend DriveHoughtonMI499311295386005955State of Michigan$32,847See Footnote 2, Part IV
Misericordia Home
6300 North Ridge AveChicagoIL60660362170153501(c)(3)$10,000See Footnote 2, Part IV
Montana State University
Post Office Box 172470BozemanMT597172470816010045State of Montana$22,538See Footnote 2, Part IV
MZA Associates Corporation
2021 Girard Boulevard SE Suite 150AlbuquerqueNM871063140850400557$72,466See Footnote 2, Part IV
North Carolina State University
Campus Box 7214RaleighNC276950001566000756State of North Carol$18,398See Footnote 2, Part IV
Northeast Neighborhood Revitalization Organization
803 Lincolnway EastSouth BendIN46601352118149501(c)(3)$150,000See Footnote 2, Part IV
Northeastern University
360 Huntington AvenueBostonMA021155000041679980501(c)(3)$19,975See Footnote 2, Part IV
Northern Indiana Center for History
808 W WashingtonSouth BendIN46601351124156501(c)(3)$9,520See Footnote 2, Part IV
Northern Jet Management
Post Office Box 888380Grand RapidsMI495888380383261631$780,277See Footnote 2, Part IV
Northwestern University
633 Clark Street Rm G-547EvanstonIL602080001362167817501(c)(3)$37,088See Footnote 2, Part IV
Oregon State University
Post Office Box 1086CorvallisOR973391086611730890State of Oregon$59,798See Footnote 2, Part IV
Pennsylvania State University
227 West Beaver Avenue Suite 401State CollegePA168014842246000376State of Penn.$1,008,559See Footnote 2, Part IV
Purdue University
610 Purdue MallWest LafayetteIN47907356002041State of Indiana$1,063,056See Footnote 2, Part IV
Qualtrics LLC
2250 N University Pkwy 48-CProvoUT84604454964116$60,000See Footnote 2, Part IV
Rebuilding Together
227 W Jefferson Blvd Suite 1400sSouth BendIN46601351939069501(c)(3)$10,500See Footnote 2, Part IV
Regents of the University of California at Berkeley
2195 Hearst Avenue Room 130BerkeleyCA947200001946002123State of California$684,698See Footnote 2, Part IV
Regents of the University of California at Davis
Post Office Box 989062West SacramentoCA957989062946036494State of California$1,155,784See Footnote 2, Part IV
Regents of the University of California at San Diego
9500 Gilman DriveLa JollaCA920930009956006144State of California$418,908See Footnote 2, Part IV
Regents of the University of California at San Francisco
Box 0897 EMFSan FranciscoCA94143946036493State of California$122,512See Footnote 2, Part IV
Regents of the University of California at Santa Barbara
SAASB Building Room 1212Santa BarbaraCA931060001956006145State of California$447,430See Footnote 2, Part IV
Regents of University of Michigan
1000 Victors Way Suite 1AAnn ArborMI481082744386006309State of Michigan$52,496See Footnote 2, Part IV
Rensselaer Polytech Inst
110 8th StreetTroyNY121803522141340095501(c)(3)$123,450See Footnote 2, Part IV
Research Foundation of CUNY
230 West 41st StreetNew YorkNY100367207131988190501(c)(3)$13,930See Footnote 2, Part IV
Resources for the Future
1616 P Street NorthwestWashingtonDC200361400530220900501(c)(3)$33,205See Footnote 2, Part IV
Rhode Island Hospital
1 Hoppin StreetProvidenceRI029034141530220900501(c)(3)$8,141See Footnote 2, Part IV
Rice University
Post Office Box 1892HoustonTX772511892741109620501(c)(3)$9,447See Footnote 2, Part IV
SB150
PO Box 4183South BendIN46684201837418501(c)(3)$45,000See Footnote 2, Part IV
South Bend Alumni Association
215 South St Joseph StreetSouth BendIN46601351674506501(c)(3)$7,244See Footnote 2, Part IV
South Bend Medical Foundation
530 N Lafayette BoulevardSouth BendIN466011098350868178501(c)(3)$62,500See Footnote 2, Part IV
South Bend Symphony Orchestra
127 North Michigan StreetSouth BendIN46601356042189501(c)(3)$14,900See Footnote 2, Part IV
South Carolina Research Foundation
Osbourne 202ColumbiaSC29208570967350State of S. Carolina$70,984See Footnote 2, Part IV
Southern Methodist University
Post Office Box 750259DallasTX752750001750800689501(c)(3)$45,207See Footnote 2, Part IV
Special Camps for Special Kids
2824 Swiss AveDallasTX75204752205242501(c)(3)$10,000See Footnote 2, Part IV
St Ann Catholic Church
310 North Olive AveWest Palm BeachFL33401596001732501(c)(3)$10,000See Footnote 2, Part IV
St Ann Catholic School
310 North Olive AveWest Palm BeachFL33401596001732501(c)(3)$10,000See Footnote 2, Part IV
St Ann Place
310 North Olive AveWest Palm BeachFL33401596001732501(c)(3)$10,000See Footnote 2, Part IV
St Ann School
2211 W 18th PlaceChicagoIL60608362284297501(c)(3)$9,500See Footnote 2, Part IV
St Joseph County
227 West Jefferson Blvd 7th FloorSouth BendIN46601356000194County-St. Joe$31,238See Footnote 2, Part IV
St Joseph County Right to Life
2004 Ironwood Circle Suite 130South BendIN46635310935278501(c)(3)$5,600See Footnote 2, Part IV
St Margaret's House
117 N Lafayette BlvdSouth BendIN46601351913328501(c)(3)$14,200See Footnote 2, Part IV
St Mary's College
110 LeMans HallNotre DameIN46556350868158501(c)(3)$50,000See Footnote 2, Part IV
St Matthias Apostle School
9475 Annapolis RdLanhamMD20706520780162501(c)(3)$6,200See Footnote 2, Part IV
St Peter Claver Regional Catholic
2560 Tilson RoadDecaturGA30032581918801501(c)(3)$9,000See Footnote 2, Part IV
Stanford University
450 Serra MallStanfordCA943052004941156365501(c)(3)$449,474See Footnote 2, Part IV
The Nature Conservancy
101 East Grand River AvenueLansingMI489064374530242652501(c)(3)$127,993See Footnote 2, Part IV
The Ohio State University
1960 Kenny RoadColumbusOH432101016316025986State of Ohio$669,476See Footnote 2, Part IV
Thomistic Institute at Dominican Ho
487 Michigan Avenue NEWashingtonDC20017536016922501(c)(3)$10,000See Footnote 2, Part IV
TriQuint Semiconductor Texas LLC
Post Office Box 198479AtlantaGA303848479752740940$288,197See Footnote 2, Part IV
Trustees of University of Pennsylvania
3451 Walnut StreetPhiladelphiaPA191046205231352685501(c)(3)$269,973See Footnote 2, Part IV
US Forest Service
Post Office Box 301550Los AngelesCA900301550720564834Federal$51,103See Footnote 2, Part IV
UGA Research Foundation Inc
279 Williams StreetAthensGA306051746581353149State of Georgia$113,125See Footnote 2, Part IV
UNC AA
PO Box 2446Chapel HillNC27515566058412501(c)(3)$10,000See Footnote 2, Part IV
United Technology Research Center
Post Office Box 416678BostonMA022416678060570975$165,414See Footnote 2, Part IV
United Way of Greater St Louis
910 N 11th StreetSaint LouisMO63101430714167501(c)(3)$125,000See Footnote 2, Part IV
United Way of St Joseph County Inc
3517 E Jefferson BlvdSouth BendIN46615351063368501(c)(3)$25,000See Footnote 2, Part IV
University of Akron
248 PolskyAkronOH443250001346002924State of Ohio$9,828See Footnote 2, Part IV
University of Alabama
Post Office Box 870135TuscaloosaAL354870135636001138State of Alabama$23,482See Footnote 2, Part IV
University of Chicago
6054 South Drexel AvenueChicagoIL606372612362177139501(c)(3)$533,085See Footnote 2, Part IV
University of Houston
Post Office Box 988HoustonTX770010988746001399State of Texas$116,243See Footnote 2, Part IV
University of Illinois
4th Floor Swanlund Admin BldgChampaignIL61820376000511State of Illinois$457,541See Footnote 2, Part IVMC-304 601 E John Street
University of Kentucky Research Foundation
102 Kinkead HallLexingtonKY405060057616033693State of Kentucky$22,347See Footnote 2, Part IV
University of Maryland
4101 Chesapeake BuildingCollege ParkMD207420001526002033State of Maryland$8,402See Footnote 2, Part IV
University of Memphis
Post Office Box 1000 Dept 313MemphisTN381480001620648618State of Tennessee$136,661See Footnote 2, Part IV
University of Minnesota
Post Office Box 1450 NW5657MinneapolisMN554855957416007513State of Minnesota$125,771See Footnote 2, Part IV
University of Nebraska-Lincoln
Post Office Box 830861LincolnNE68583470049123State of Nebraska$30,827See Footnote 2, Part IV
University of New Mexico
1 University of New MexicoAlbuquerqueNM871310001856000642State of New Mexico$82,633See Footnote 2, Part IVMSC01 1245
University of North Carolina-Chapel Hill
104 Airport DriveChapel HillNC275991350566001393State of North Carol$52,472See Footnote 2, Part IVSuite 220 CB 1350
University of North Carolina-Greensboro
Post Office Box 26170GreensboroNC274026170566001468State of North Carol$17,407See Footnote 2, Part IV
University of Northern Iowa
Office of Business OperationsCedar FallsIA506140001426004333State of Iowa$21,600See Footnote 2, Part IV
University of Oregon
Post Office Box 3237EugeneOR974030237481278531State of Oregon$32,763See Footnote 2, Part IV
University of St Thomas
2115 Summit Ave Mail DevSt PaulMN55105410693970501(c)(3)$11,000See Footnote 2, Part IV
University of Tennessee
210 Student Services BuildingKnoxvilleTN379960001626001636State of Tennessee$310,378See Footnote 2, Part IV
University of Texas at Austin
Post Office Box 7159AustinTX787137159746000203State of Texas$271,000See Footnote 2, Part IV
University of Texas Dallas
800 West Campbell RoadRichardsonTX750803021751305566State of Texas$714,820See Footnote 2, Part IV
University of Toledo
2801 W BancroftToledoOH436063390346401483State of Ohio$30,825See Footnote 2, Part IV
University of Utah
201 Presidents Circle Room 406Salt Lake CityUT841129020876000525State of Utah$417,519See Footnote 2, Part IV
University of Virginia
Post Office Box 400195CharlottesvilleVA229044195546001796State of Virginia$135,595See Footnote 2, Part IV
University of Washington
Gerberding Hall G80 Box 351202SeattleWA98195916001537State of Washington$66,487See Footnote 2, Part IV
University of Wyoming
Post Office Box 3355LaramieWY82071836000331State of Wyoming$53,539See Footnote 2, Part IV
Virginia Tech
227 Burrus HallBlacksburgVA240610001546001805State of Virginia$41,535See Footnote 2, Part IV
Wallin Education Partners
5200 Willson RoadMinneapolisMN55424208505156501(c)(3)$100,000See Footnote 2, Part IV
WNIT Public Television
300 W JeffersonSouth BendIN46601351155594501(c)(3)$22,100See Footnote 2, Part IV
Women's Care Center
360 North Notre Dame AvenueSouth BendIN46617351609945501(c)(3)$160,000See Footnote 2, Part IV
Wright State University
3640 Colonel Glenn HighwayDaytonOH454350002310732831State of Ohio$123,910See Footnote 2, Part IV
David M Schwarz Architects Charitable Foundation Inc
8601 Georgia Avenue Suite 1001Silver SpringMD20910261125220501(C)(3)$200,000SEE FOOTNOTE 2, PART IV
FieldValueIRS element (for citing)
Total501c3 Org144Total501c3OrgCnt
Total Other Org10TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Tuition Scholarships, Fellowships, and Room and Board Discounts7731$250,308,190
Athletics Grant-in-Aid350$1,280,267
Housing and Other Assistance426$498,631
Prizes and Awards1016$1,535,704
Research/Travel Grant3576$3,685,038

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2 Explanation of procedures for monitoring the use of grant fundsAll grants made for research activities are initiated by a formal sub-contract executed by both parties. The terms and conditions of each grant contain all the guidelines for invoicing, billing, record retention, audits, etc. Research and Sponsored Programs Accounting ("RSPA") and the Notre Dame Research Office work in tandem to ensure the guidelines are adhered to. Almost all sub-contracts 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 developed 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 for 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 charitable contributions made through the Donor Advised Fund Program. 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 I, Part II, Line 1(h) Explanation of purpose of grant or assistancePayments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
John F Affleck-Graves PhD
Executive VP & Trustee$587,290$0$790,372$0$35,310$0$142,600$0$19,494$0$1,575,066$0$419,600$0
Thomas G Burish PhD
Provost & Trustee$439,909$0$0$0$20,308$0$303,188$0$19,720$0$783,125$0$0$0
Rev John I Jenkins CSC PhD
President & Trustee$680,812$0$0$0$68,200$0$0$0$256,536$0$1,005,548$0$0$0
Rev Timothy R Scully CSC
Professor & Trustee$165,340$0$0$0$16,652$0$0$0$15,330$0$197,322$0$0$0
Robert J Bernhard PhD
VP for Research$347,862$0$0$0$15,085$0$26,000$0$19,111$0$408,058$0$0$0
Christine M Maziar PhD
VP & Senior Assoc. Provost$333,898$0$0$0$18,450$0$26,000$0$8,715$0$387,063$0$0$0
Louis M Nanni MA
VP for University Relations$502,424$0$88,200$0$26,048$0$26,000$0$28,074$0$670,746$0$0$0
John A Sejdinaj MBA CCM
VP for Finance$390,133$0$0$0$18,542$0$26,000$0$19,172$0$453,847$0$0$0
Marianne Corr JD
VP & General Counsel$477,509$0$0$0$22,870$0$26,000$0$9,378$0$535,757$0$0$0
Scott C Malpass MBA
VP & Chief Investment Officer$970,629$0$2,862,216$0$73,432$0$1,441,453$0$8,555$0$5,356,285$0$1,022,989$0
John B Swarbrick Jr
Athletic Director$958,569$0$225,471$0$109,843$0$226,000$0$85,187$0$1,605,070$0$0$0
Charles J Weis
Former Head Coach, Football$0$0$0$0$2,054,744$0$0$0$0$0$2,054,744$0$0$0
Michael P Brey
Head Coach, Basketball$813,938$0$30,625$0$74,230$0$26,000$0$25,384$0$970,177$0$0$0
Michael D Donovan MBA JD
Managing Director, Invest.$534,239$0$1,135,766$0$27,554$0$613,783$0$8,963$0$2,320,305$0$385,943$0
Brian Kelly
Head Coach, Football$994,924$0$450,995$0$127,237$0$26,000$0$25,574$0$1,624,730$0$0$0
Muffet McGraw
Head Coach, Basketball$894,850$0$345,600$0$90,602$0$26,000$0$20,344$0$1,377,396$0$0$0
Brian VanGorder
Asst. Coach/Coordinator, Football$954,881$0$14,000$0$85,792$0$26,000$0$25,483$0$1,106,156$0$0$0

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part II Compensation of the Congregation of Holy Cross, United States Province, Inc.a. There are amounts listed on Form 990, Part VII, in Columns D-F , as well as the amounts listed on Schedule J, Part II, Columns B-F for members of the Holy Cross religious order (Fr. John Jenkins, Fr. James King, 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 is a member of the Congregation of Holy Cross, United States Province, Inc. religious order and received no compensation for his participation as a Trustee of the University. However Fr. Scully is also a faculty member of the University. As a result of this faculty position (and not his position as a Trustee), he received the compensation indicated above, which was paid directly to his religious order. c. $234,469 of the amount included on Schedule J, Part II, Column D for Fr. Jenkins represents qualified tuition benefit offered to members of the Congregation of Holy Cross, United States Province Inc.
Schedule J, Part I, Line 1a First-class or charter travelType of benefit (First class travel): Air travel other than coach class (typically business class) is allowed for travel to Alaska, Hawaii and destinations outside North America, or for necessary medical reasons (accompanied by appropriate supporting documentation), if the situation warrants it and with approval from a Dean or President's Leadership Council Member. Type of benefit (Charter travel): Travel on the University plane or other plane leased by the University requires approval by the President's Office. Recipients of the benefit and tax treatment: First class air travel and charter travel was provided to 16 persons included in Form 990, Part VII, Section A in 2014 and was reported as taxable compensation in those instances where there was not a business purpose for the travel.
Schedule J, Part I, Line 1a Travel for companionsType of benefit: Spouses of University employees are occasionally asked to travel on University business. Spousal travel reimbursement by the University requires approval by a Dean or President's Leadership Council Member or their authorized representative, and if the business purpose of the spousal travel is not properly documented, it is treated as taxable compensation to the employee. Recipients of the benefit and tax treatment: Travel for companions was provided to 7 persons included in Form 990 Part VII, Section A in 2014 and if the business purpose of the spousal travel was not properly documented, it was treated as taxable compensation to the employee.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsType of benefit: Tax indemnification and gross-up payments may occasionally be provided to University employees . Recipients of the benefit and tax treatment: A gross-up payment was provided to 1 person included in Form 990, Part VII. Section A in 2014 and was reported as taxable compensation in those instances.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useType of Benefit/Recipients of the benefit and tax treatment: Housing was provided to 2 persons included on Form 990, Part VII, Section A, in 2014 . Both 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 2 individuals was not included in gross income of the recipients under Section 119 of the Internal Revenue Code.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesType of benefit: Social club dues are occasionally paid on behalf of employees of the University, and these dues are added to the individual's income to reflect personal use (as reported on an annual basis). Recipients of the benefit and tax treatment: Social club dues were provided to 7 persons included in Form 990, Part VII, Section A in 2014 and were reported as taxable compensation in all of those instances.
Schedule J, Part I, Line 4a Severance or change-of-control paymenta(i)-Termination payment of $2,054,744 was made during the reporting period to Charles J. Weis under a separation agreement that includes additional annual payments through December, 2015.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planJohn Affleck-Graves, Executive Vice President, Thomas Burish, Provost, John W. Swarbrick, Athletic Director, Scott Malpass, Vice President and Chief Investment Officer, and Michael Donovan, Managing Director for Private Capital Investments participated in nonqualified deferred compensation arrangements under Internal Revenue Code Section 457(f) during calendar 2014. Affleck-Graves received an accrued benefit of $116,600 in 2014. Burish received an accrued benefit of $277,188 under his nonqualified deferred compensation plan in 2014. Swarbrick received an accrued benefit of $200,000 during that calendar year . Malpass received an accrued benefit of $1,415,453 in 2014. Donovan received an accrued benefit of $587,783 in 2014. 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 contigent on revenues of the organizationa(i)-Scott Malpass, Vice President and Chief Investment Officer received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Malpass received $2,862,216 in calendar 2014 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 $1,135,766 in calendar 2014 related to this program. 5(a)(iii) - Louis M. Nanni , VP for University Relations, received incentive compensation which was in part related to exceeding fund-raising goals. Nanni received $88,200 in calendar 2014 related to this program.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

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

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsYes (true)AnyResearchAgreementsInd
Engage Bond Counsel ResearchYes (true)EngageBondCounselResearchInd
Private Bus Use By Others0.0005PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0004PrivateBusConcerningUBIPct
Total Private Business Use0.0009TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

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

Procedures Corrective Action ProceduresCorrectiveActionGrp

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

Supplemental Information Detail SupplementalInformationDetail (17 entries)

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

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgEmployeesRelationshipWithOrgTxt
Cash Grant$236,665CashGrantAmt
Type Of AssistanceQualified tuition reductionTypeOfAssistanceTxt
Assistance PurposeFinancial aidAssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Pamela Burish
Spouse of Officer/Trustee Thomas Burish$42,578Compensation from University to Mrs. Burish as an Adjunct Instructor and Fellow for the Institute for Educational Initiatives.false
Daniel Nussbaum
Son of University Trustee Richard Nussbaum$24,947Compensation from University to Mr. Daniel Nussbaum as a Regional Development Associate Director.false
Alexander John Sejdinaj
Son of Former Officer John A. Sejdinaj$32,811Compensation from University to Mr. Alexander Sejdinaj as a Business Intelligence Associate for Information Technology.false
University Employee (see Column (b))
Employee is a family member of a substantial contributor to the University$263,878Salary paid to a University employee who is a family member of a substantial contributorfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution34ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution875ContributionCnt
Noncash Contributions Rpt F990$101,057,387NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$6,466,386NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$1,356,285NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment2$0NONE
Yes (X)Other1178$0NONE
FieldValueIRS element (for citing)
Form8283 Received20Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I Column (b)The amounts shown for "Number of contributions or items contributed" represent number of contributions, not the number of items contributed.
Schedule M, Part I, Line 33 Column (c) ExplanationOther than for gifted securities, the University's policy is to record as revenue only those non-cash contributions in excess of one million dollars, if supported by an appraisal from qualified third party. For gifted securities, the University records the proceeds received upon liquidation, broken down between contribution (for the value at date of gift) and gain or loss (for the difference between contribution and proceeds). For gifted securities of closely held stock, the University records a token value of one dollar, unless furnished with an appraisal from a qualified third party appraiser. However, the University will record liquidation proceeds for closely held stock if the University can obtain confirmation from the company that the company will purchase the shares at a specified price in the near future.
Schedule M, Part I, Line 15 Method of determining noncash contribution amountsTwo of the properties were valued based on selling cost. One of the properties was valued based on the opinion of an expert (appraisal).
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsAs the need arises, the University may use third parties to sell certain types of non-cash contributions, such as real estate.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d Description of other program services(Expenses $ 96,684,714 including grants of $ 298,301)(Revenue $ 13,179,455) Academic support - The University operates library facilities containing approximately 3,300,000 volumes, serving the University and the local community. The University publishes numerous academic periodicals and volumes and operates a museum of art housing over 27,000 works.
Form 990, Part III, Line 4d Description of other program services(Expenses $ 27,550,271 including grants of $ 5,976,851)(Revenue $ 6,042,346) Public service - The University's Institute for Educational Initiatives strives to improve the K-12 education of all young people, particularly the disadvantaged through a variety of programs. The largest such program is the ACE program, a two-year service program offering college graduates the opportunity to serve as full-time teachers in under-resourced schools across the United States and several foreign countries. Additionally, the University provides volunteers and financial support for other organizations, both directly and through its Donor Advised Fund Program.
Form 990, Part VI, Line 15 Description of Officers/Identifying of OfficersThe Compensation Committee of the Board of Trustees develops, in conjunction with the President, Executive Vice President, and Vice President of Human Resources, an overall Total Reward Philosophy for Key Employees, which supports the University's overall mission, and shall recommend such Total Reward Philosophy to the Board for approval. The Committee acts on behalf of the Board to implement the executive compensation policy, approve executive compensation levels, adopt a benefit and perquisite policy, and justify reasonable compensation paid to the President, Executive Vice President, and Provost of the University, and other persons who are "disqualified persons" under Internal Revenue Code Section 4958 (intermediate sanctions). The Committee researches competitive and reasonable annual base salary levels, annual incentive plans, executive benefit plans, welfare benefits and supplemental benefits of the named executives and other key individuals. Upon completion of the research, the Committee approves the specific levels and amounts of total rewards that will be paid to, or provided for the benefit of, the named executives and other key individuals. The Committee examines the reasonableness of compensation levels. In so doing, the Committee assesses the nature and scope of the position by reviewing the basis on which compensation was paid. This includes a review of compensation for, but not limited to, exceptional performance, additional duties, and/or the unique background, experiences, personal skills and the abilities of the executive, as well as special challenges facing the University that require the use of such attributes or skills. The Committee's evaluation includes valid market data provided by an independent third party consultant that details each compensation component and the total package in light of the University's executive compensation philosophy. The Committee conducts such examination to be able to establish a presumption under Section 4958 that the total reward package offered to "disqualified persons" is reasonable.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsThomas G. Burish, Trustee and Pamela Burish, Spouse - Family relationship, Richard Nussbaum, Trustee and Daniel Patrick Nussbaum, Son - Family relationship, John A. Sejdinaj, Former Officer, and Alexander John Sejdinaj, Son - Family relationship, John J. Brennan, Trustee and Scott C. Malpass, Trustee - Business relationship, Thomas J. Crotty, Jr, Trustee and Thomas Maheras, Trustee - Business relationship, Scott C. Malpass, Trustee and J. Christopher Reyes, Trustee - Business relationship, Richard C. Notebaert, Trustee and Sara Martinez Tucker, Trustee - Business relationship, J. Christopher Reyes, Trustee and Richard Notebaert, Trustee - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyAfter internal review of the completed Form 990 and external review by the University's outside tax accountants (PricewaterhouseCoopers), the return is presented to the University's Tax Strategy Committee, which includes University officers (Executive Vice President, Vice President for Finance and General Counsel), the Chief Audit Executive, the Controller and members of his tax and compliance staff, and PricewaterhouseCoopers. Following this internal process, the return is presented for review to the Audit Committee of the Board of Trustees, who review the return and discuss it at a meeting prior to filing the return. Upon completion of their review, it is provided to the full Board of Trustees, also prior to the filing of the return.
Form 990, Part VI, Line 12c Conflict of interest policyAll faculty, staff and students who are in a position to influence or commit resources of the University of Notre Dame are considered "members" who must complete and submit on no less than an annual basis a Conflict of Interest Disclosure Survey. Such surveys are evaluated by the appropriate "Reviewer". Each member's Reviewer depends on whether they are faculty, staff, department chair, or dean but ultimately all actual, potential, and perceived conflicts of interest are reviewed by the University Conflicts Committee. The Reviewer determines whether an actual, potential, or perceived conflict of interest exists and makes a recommendation to the University Conflicts Committee as to what conditions or restrictions, if any, should be imposed by the University to manage, reduce, or eliminate such conflicts. The Reviewer, with input from the member if needed develops a Management Plan for submission to the University Conflicts Committee. The University Conflicts Committee then makes a decision regarding disposition of a disclosure based on the Reviewer's recommendation, the details regarding the Member's actual, potential, or perceived conflict of interest, and the proposed Management Plan. Members of the University's Board of Trustees are governed by a separate conflict of interest policy and must disclose all financial interests and material facts pertinent to any potential conflict on their annual Conflict of Interest statement (or whenever potential conflicts arise) to the Audit Committee of the Board. This policy is coordinated, administered, reviewed, and monitored by the University's internal Audit & Advisory Services department. After any discussion or presentation of the financial interests and material facts to the Audit Committee, the individual must recuse himself/herself during the discussion of, and voting on, the potential conflict. The Audit Committee shall assess whether the potential conflict is reasonable and the result of arms-length negotiation conforming to the University's written policies, as well as if the action furthers the University's charitable purposes and is in the best interests of the University. The Chairman of the Audit Committee shall, if appropriate, appoint a disinterested person or Committee to investigate alternatives to the proposed transaction or arrangement. Should the Audit Committee have reason to believe a Trustee-member has failed to disclose all financial interests and material facts pertinent to a potential conflict of interest, it shall inform the individual of such, and afford the individual the opportunity to further explain all interests and facts pertinent to the potential conflict. If it is determined that an individual has not disclosed all financial interests and material facts pertinent to an actual or potential conflict of interest, corrective action shall be taken as deemed appropriate. The minutes of any meeting of the University's Board of Trustees or other governing board of the University considering a conflict of interest including committees and sub-committees of such boards, shall include the names of those present for discussion and voting, as well as those recused from the discussion and voting, on any transaction, arrangement, relationship, or other action involving a potential conflict of interest.
Form 990, Part VI, Line 19 Required documents available to the publicThe University makes its governing documents (https://www.nd.edu/assets/docs/bylaws.pdf, https://www.nd.edu/assets/docs/statutes.pdf) and financial statements (http://controller.nd.edu/annual - reports/) available to the public on the University's website. Notre Dame makes its conflict of interest policy that applies to all employees available to the public by posting it on the University's website (http://generalcounsel.nd.edu/conflict-of-interest-policy). This information, as well as copies of Form 990 and Form 990 - T, is also available upon request. Form 990 is also available on the charity websites Guidestar (http://www2.guidestar.org/) and Charity Navigator (www.charitynavigator.org/) . Notre Dame does not make its trustees' conflict of interest policy available to the public .
Form 990, Part VII, Section A, Line 5 Compensation from an Unrelated Organizationa) The current head football coach is permitted to receive compensation from external sources with prior written approval from the University. The University is not a party to any agreements between the coach and any third party for the payment of compensation to the coach, and the coach does not provide services to the University as a result of any such agreements. Therefore, any external income that the coach may receive is not reported for purposes of the University's response to the question raised on Form 990 Part VII Line 5. b) Other reportable compensation: Name: Michael P. Brey Unrelated Organization: Play by Play Sports Type: Cash Compensation: $1,150,000 Name: Muffet McGraw Unrelated Organization: Play by Play Sports Type: Cash Compensation: $300,000
Form 990, Part VIII, Line 2f Other Program Service RevenueAll other program service revenue - Total Revenue: 7834881, Related or Exempt Function Revenue: 7834881, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueAll other revenue - Total Revenue: 6392684, Related or Exempt Function Revenue: 6392684, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesNet gain/(loss) on debt-related derivative instruments - -6836035; Change in value of split-interest agreements - -9052301; Net pension and postretirement benefits-related changes - -28018352; Other non-operating changes in net assets - -2531204;
Form 990, Part VII Compensation of the Congregation of Holy Cross, United States Province, Inc.Fr. James King is a member of the Congregation of Holy Cross, United States Province, Inc. religious order and received no compensation for his participation as a Trustee of the University. However, Fr. King is also a staff member of the University. As a result of this staff position (and not his position as a Trustee), he received the compensation indicated on Core Form, Part VII, which was paid directly to his religious order.
Form 990, Part I and Part III, Line 1 Organization's MissionThe University of Notre Dame is a Catholic academic community of higher learning, animated from its origins by the Congregation of Holy Cross. The University is dedicated to the pursuit and sharing of truth for its own sake. As a Catholic university, one of its distinctive goals is to provide a forum where, through free inquiry and open discussion, the various lines of Catholic thought may intersect with all the forms of knowledge found in the arts, sciences, professions, and every other area of human scholarship and creativity. The intellectual interchange essential to a university requires, and is enriched by, the presence and voices of diverse scholars and students. The Catholic identity of the University depends upon, and is nurtured by, the continuing presence of a predominant number of Catholic intellectuals. This ideal has been consistently maintained by the University leadership throughout its history. What the University asks of all its scholars and students, however, is not a particular creedal affiliation, but a respect for the objectives of Notre Dame and a willingness to enter into the conversation that gives it life and character. Therefore, the University insists upon academic freedom that makes open discussion and inquiry possible. The University prides itself on being an environment of teaching and learning that fosters the development in its students of those disciplined habits of mind, body, and spirit that characterize educated, skilled, and free human beings. In addition, the University seeks to cultivate in its students not only an appreciation for the great achievements of human beings but also a disciplined sensibility to the poverty, injustice and oppression that burden the lives of so many. The aim is to create a sense of human solidarity and concern for the common good that will bear fruit as learning becomes service to justice. Notre Dame also has a responsibility to advance knowledge in a search for truth through original inquiry and publication. This responsibility engages the faculty and students in all areas of the University, but particularly in graduate and professional education and research. The University is committed to constructive and critical engagement with the whole of human culture. The University encourages a way of living consonant with a Christian community and manifest in prayer, liturgy and service. Residential life endeavors to develop that sense of community and of responsibility that prepares students for subsequent leadership in building a society that is at once more human and more divine. Notre Dame's character as a Catholic academic community presupposes that no genuine search for the truth in the human or the cosmic order is alien to the life of faith. The University welcomes all areas of scholarly activity as consonant with its mission, subject to appropriate critical refinement. There is, however, a special obligation and opportunity, specifically as a Catholic university, to pursue the religious dimensions of all human learning. Only thus can Catholic intellectual life in all disciplines be animated and fostered and a proper community of scholarly religious discourse be established. In all dimensions of the University, Notre Dame pursues its objectives through the formation of an authentic human community graced by the Spirit of Christ.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEINEIN
BCMR Feeder-TE GP LLC
518 17th StreetSuite 1700DenverCO802024130Feeder fundDE$6,608$186,629University of Notre Dame du Lac
Dynamo Brasil III LLC
Corporation Trust Center1209 Orange StWilmingtonDE19801InvestmentsDE$0$73,731,315University of Notre Dame du Lac
ND Properties I LLC
Controllers Office731 Grace HallNotre DameIN46556Rental real estateIN$0$12,782,668University of Notre Dame du Lac271677880
NDI Gateway LLC
203 Main BuildingNotre DameIN46656Foreign educational activitiesIN$0$0University of Notre Dame du Lac472320410
Santa Fe Interests LLC
300 Park BlvdSuite 201ItascaIL60143Rental real estateDE$0$49,856,291University of Notre Dame du Lac203977995

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdForeign PostalForeignAddress/ForeignPostalCd
Association of Notre Dame Clubs Inc
Controllers Office731 Grace HallNotre DameIN46556311050144Alumni associationIN501(c)(3Type III-FIUniversity of Notre Dame du LacYes (true)
Fundacion University of Notre Dame Chile
Study abroad program501(c)(3University of Notre Dame du LacYes (true)Av Vicuna Mackenna 4860Macul Programas InternacionalesSantiagoCICI
The University of Notre Dame (USA) in England
Study abroad program501(c)(3University of Notre Dame du LacYes (true)1 Suffolk StreetLondonUKUKSW1Y 4HG
University of Notre Dame du Lac Gillen Foundation
Controllers Office731 Grace hallNotre DameIN46556237125378Research facility operationsMI501(c)(3Type IUniversity of Notre Dame du LacYes (true)
Voice of the Fighting Irish Inc
Controllers Office731 Grace HallNotre DameIN46556311135580Radio stationIN501(c)(3Type IUniversity of Notre Dame du LacYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
IPND Leverage Lender LLC
Controllers Office724 Grace HallNotre DameIN46556271678084FinanceINUniversity of Notre Dame du LacExcluded$464,327$14,154,232falseYes (true)
Magna NYC Co-Investment LP
300 Centerville RoadSuite 300 EastWarwickRI02886261523052Real estate investmentDEGP Magna NYC Co-Investment LLCExcluded$1,713,556$20,809,012falsefalse
Merit Energy Partners VIII LP
13727 Noel RdSuite 1200DallasTX75240752530212Direct energy investmentsDEMerit Partners LPExcluded$62,327,678$111,837,549falsefalse
Qiming II Investor Holdings LLC
11400 SE 6th StreetSuite 100BellevueWA98004270464551Feeder fundWAUniversity of Notre Dame du LacExcluded$581,222$3,912,509falseYes (true)
Thor Palmer House Co-Investor LP
25 West 39th Street11th FloorNew YorkNY10018203283109Real estate investmentDEThor Palmer House Co-Investor GP LLCExcluded-$1,147,615$50,079,558falsefalse
Catholic Endowment Fund LP
200 State Street14th FloorBostonMA02109611739249InvestmentsDECatholic Investment Services IncExcluded$1,205,570$97,603,966falsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtControlled OrganizationControlledOrganizationIndLegal Domicile StateLegalDomicileStateCdAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
BCMR Feeder-TE LP
518 17th StreetSuite 1700DenverCO80202980582629Feeder fundCAUniversity of Notre Dame du LacC Corporation-$566,032$19,898,561Yes (true)
Bradley-DeBartolo Inc
Controllers Office731 Grace HallNotre DameIN46556341765932Real estate owner/lessorUniversity of Notre Dame du LacC Corporation$2,811,704$0Yes (true)OH
Kingdom Ridge Capital Fund Ltd
81 Main StreetSuite 209White PlainsNY10601Feeder fundCJUniversity of Notre Dame du LacC Corporation-$2,893,264$79,233,530Yes (true)
Sessa Capital (International) Ltd
InvestmentsCJUniversity of Notre Dame du LacC Corporation-$440,952$50,670,725Yes (true)c/o Intertrust Corp Svcs Cayman LTD190 Elgin AveGeorge TownGrand CaymanCJE9 KYI9005
Sorin Management Ltd
InvestmentsMPUniversity of Notre Dame du LacC Corporation$595,497$36,905,561Yes (true)c/o Apex Fund Services Ltd 4th FlRaffles Tower 19 Cyber CityEbeneMP
TDR Capital II C Holdings LP
980648852Feeder fundUKUniversity of Notre Dame du LacC Corporation$5,742,290$36,643,479Yes (true)50 Lothian RdFestival SquareEdinburghUKEH3 9WJ
Tegean Offshore Fund Ltd
Feeder fundCJUniversity of Notre Dame du LacC Corporation$44,241$100,543,641Yes (true)
Charitable remainder trusts (53)
Split-interest trusts in which Notre Dame is trustee and remainder beneficiaryUniversity of Notre Dame du LacTrustfalseIN
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (17 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BCMR Feeder-TE LP
B$2,778,159Funding provided
BCMR Feeder-TE LP
S$654,211Amount received
Magna NYC Co-Investment LP
S$4,415,828Amount received
Merit Energy Partners VIII LP
S$41,580,000Amount received
Qiming II Investor Holdings LLC
S$367,190Amount received
TDR Capital II C Holdings LP
S$6,458,565Amount received
Thor Palmer House Co-Investor LP
S$3,298,213Amount received
Catholic Endowment Fund LP
B$100,000,000Funding provided
Fundacion University of Notre Dame Chile
B$393,751Funding provided
The University of Notre Dame (USA) in England
B$6,441,641Funding provided/Expenses Incurred
The University of Notre Dame (USA) in England
R$5,178,777Remittance of revenues collected on behalf of organization
Charitable remainder trust (1)
S$201,174Remainder interest received
Sorin Management Ltd
S$17,469,688Amount received
Sorin Management Ltd
B$105,284Funding provided
University of Notre Dame Gillen Foundation
B$596,094Funding provided
Voice of the Fighting Irish Inc
B$80,583Funding provided
IPND Leverage Lender LLC
S$125,609Amount received

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
University of Notre Dame du Lac
Controllers Office 724 Grace HallNotre DameIN46556350868188Yes (X)$0$421,200$0$1,103,804,703$1,103,804,703$1,000,000$250,000$0$0$0
University of Notre Dame Gillen Foundation
Controllers Office 724 Grace HallNotre DameIN46556237125378$0$0$0$669,623$669,623$125,443$31,361$0$0$0
Voice of the Fighting Irish Inc
Controllers Office 724 Grace HallNotre DameIN46556311135580$0$0$0$85,973$85,973$17,195$4,299$0$0$0