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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T15:02:50-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008342 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pricewaterhousecoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 13th Street NW Suite 1000 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Notre Dame du Lac | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5746313288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Affleck-Graves | PersonNm |
| Person Title | Executive Vice President | PersonTitleTxt |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rev John I Jenkins CSC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,743,347,488 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Group Exemption | 5067 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.nd.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1844 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | See Schedule O | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 18166 | TotalEmployeeCnt |
| Total Volunteers | 2309 | TotalVolunteersCnt |
| Total Gross UBI | $34,400,171 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $512,128,943 | PYContributionsGrantsAmt |
| CY Contributions Grants | $576,997,138 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $792,553,312 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $832,670,150 | CYProgramServiceRevenueAmt |
| PY Investment Income | $652,460,924 | PYInvestmentIncomeAmt |
| CY Investment Income | $757,141,244 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,153,268 | PYOtherRevenueAmt |
| CY Other Revenue | $17,483,613 | CYOtherRevenueAmt |
| PY Total Revenue | $1,974,296,447 | PYTotalRevenueAmt |
| CY Total Revenue | $2,184,292,145 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $266,671,858 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $282,997,526 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $613,037,206 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $635,675,665 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $38,940,566 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $402,914,982 | PYOtherExpensesAmt |
| CY Other Expenses | $438,095,597 | CYOtherExpensesAmt |
| PY Total Expenses | $1,282,624,046 | PYTotalExpensesAmt |
| CY Total Expenses | $1,356,768,788 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $691,672,401 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $827,523,357 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,919,446,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,993,657,716 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,058,140,599 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,318,848,413 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,861,306,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,674,809,303 | NetAssetsOrFundBalancesEOYAmt |
| Mission | See Schedule O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $646,545,594 | ExpenseAmt |
| Grant | $250,478,831 | GrantAmt |
| Revenue | $561,551,213 | RevenueAmt |
| Desc | Instruction - Provided academic instruction and services to approximately 12,000 undergraduate and graduate students pursuing courses of study within five undergraduate colleges, a business school, a law school and graduate school. Conferred approximately 3,500 baccalaureate, master's, doctoral and professional degrees. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $227,076,295 | ExpenseAmt |
| Grant | $5,595,906 | GrantAmt |
| Revenue | $252,879,545 | RevenueAmt |
| Desc | Auxiliary enterprises - Provided services to the University community, its guests and other patrons including food services, student and visitor lodging, laundry services, and multiple recreational facilities. The University intercollegiate athletics program enabled student-athletes to compete in twenty-six sports programs at the NCAA Division I level. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $115,346,775 | ExpenseAmt |
| Grant | $20,647,637 | GrantAmt |
| Revenue | $8,439,901 | RevenueAmt |
| Desc | Research - 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)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $96,684,714 | $298,301 | $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. |
| $27,550,271 | $5,976,851 | $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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $124,234,985 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,275,152 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $19,221,801 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,113,203,649 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 17462 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18166 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | CI | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew Paluf | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5746313288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 724 Grace Hall | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| John F Affleck-Graves PhD | ||||||||||
| Executive VP & Trustee | 40.00 | 1.00 | Yes (X) | Yes (X) | $1,412,972 | $0 | $162,094 | |||
| Thomas G Burish PhD | ||||||||||
| Provost & Trustee | 40.00 | 0 | Yes (X) | Yes (X) | $460,217 | $0 | $322,908 | |||
| Rev John I Jenkins CSC PhD | ||||||||||
| President & Trustee | 40.00 | 1.00 | Yes (X) | Yes (X) | $749,012 | $0 | $256,536 | |||
| Rev Jose E Ahumada F CSC | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Carlos J Betancourt | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John J Brennan | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen J Brogan | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Katie Washington Cole | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Costa | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Scott S Cowen | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas J Crotty | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Karen McCartan DeSantis | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James J Dunne III | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James F Flaherty III | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Celeste Volz Ford | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephanie A Gallo | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| William M Goodyear | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Nancy M Haegel | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Enrique Hernandez Jr | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Carol Hank Hoffmann | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Most Rev Daniel R Jenky CSC DD | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John W Jordan II | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev James B King CSC | ||||||||||
| Director of Campus Ministry & Trustee | 40.00 | 0 | Yes (X) | $97,812 | $0 | $15,330 | ||||
| Hon Diana Lewis | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas G Maheras | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Andrew J McKenna Jr | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Fergal Naughton | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard C Notebaert | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard A Nussbaum II | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Thomas J O'Hara CSC | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Gerard J Olinger CSC | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph I O'Neill III | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Tim H O'Neill | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Cindy K Parseghian | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| J Christopher Reyes | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Martin W Rodgers | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James E Rohr | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Phillip B Rooney | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Shayla Keough Rumely | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Rev Timothy R Scully CSC | ||||||||||
| Professor & Trustee | 40.00 | 0 | Yes (X) | $181,992 | $0 | $15,330 | ||||
| William J Shaw | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Phyllis W Stone | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Timothy F Sutherland | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Anne E Thompson | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Sara Martinez Tucker | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Roderick K West | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Hon Ann Claire Williams | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James P Zavertnik | ||||||||||
| Trustee | 2.00 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Marianne Corr JD | ||||||||||
| VP & General Counsel | 40.00 | 1.00 | Yes (X) | $500,379 | $0 | $35,378 | ||||
| Scott C Malpass MBA | ||||||||||
| VP & Chief Investment Officer | 40.00 | 0 | Yes (X) | $3,906,277 | $0 | $1,450,008 | ||||
| John B Swarbrick Jr | ||||||||||
| Athletic Director | 40.00 | 0 | $1,293,883 | $0 | $311,187 | Yes (X) | ||||
| Michael P Brey | ||||||||||
| Head Coach, Basketball | 40.00 | 0 | $918,793 | $0 | $51,384 | Yes (X) | ||||
| Michael D Donovan MBA JD | ||||||||||
| Managing Director, Invest. | 40.00 | 0 | $1,697,559 | $0 | $622,746 | Yes (X) | ||||
| Brian Kelly | ||||||||||
| Head Coach, Football | 40.00 | 0 | $1,573,156 | $0 | $51,574 | Yes (X) | ||||
| Muffet McGraw | ||||||||||
| Head Coach, Basketball | 40.00 | 0 | $1,331,052 | $0 | $46,344 | Yes (X) | ||||
| Brian VanGorder | ||||||||||
| Asst. Coach/Coordinator, Football | 40.00 | 0 | $1,054,673 | $0 | $51,483 | Yes (X) | ||||
| Charles J Weis | ||||||||||
| Former Head Coach, Football | 0.00 | 0 | $2,054,744 | $0 | $0 | Yes (X) | ||||
| Robert J Bernhard PhD | ||||||||||
| VP for Research | 40.00 | 0 | $362,947 | $0 | $45,111 | Yes (X) | ||||
| Christine M Maziar PhD | ||||||||||
| VP & Senior Assoc. Provost | 40.00 | 0 | $352,348 | $0 | $34,715 | Yes (X) | ||||
| Louis M Nanni MA | ||||||||||
| VP for University Relations | 40.00 | 0 | $616,672 | $0 | $54,074 | Yes (X) | ||||
| John A Sejdinaj MBA CCM | ||||||||||
| VP for Finance | 40.00 | 0 | $408,675 | $0 | $45,172 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,973,164 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,571,374 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1010 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Barton Malow Company | |||||
| 26500 American Drive | Southfield | MI | 48034 | Construction | $22,703,337 |
| Shiel Sexton Company Inc | |||||
| 902 North Capitol Avenue | Indianapolis | IN | 46204 | Construction | $14,905,204 |
| Take Care Employer Solutions | |||||
| Post Office Box 402142 | Atlanta | GA | 30384 | Medical | $7,541,821 |
| Ziolkowski Construction Inc | |||||
| 4050 Ralph Jones Drive | South Bend | IN | 46628 | Construction | $7,380,819 |
| JJ White Incorporated | |||||
| 1904 N Kenmore St | South Bend | IN | 46628 | Construction | $6,025,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 185 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $622,194 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $86,258,879 | GovernmentGrantsAmt |
| All Other Contributions | $490,116,065 | AllOtherContributionsAmt |
| Noncash Contributions | $108,880,058 | NoncashContributionsAmt |
| Total Contributions | $576,997,138 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Student tuition and fees | 611310 | $543,928,766 | $543,928,766 | $0 | $0 |
| Auxiliary enterprises | 611710 | $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 programs | 900099 | $19,072,531 | $18,902,716 | $169,815 | $0 |
| Student services | 611710 | $3,143,801 | $3,143,801 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,834,881 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,834,881 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $832,670,150 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,039,942 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $26,743,720 | UnrelatedBusinessRevenueAmt |
| Exclusion | $112,296,222 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,385,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,385,444 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,345,125 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,550,210 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $794,915 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $794,915 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $794,915 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,164,064,000 | SecuritiesAmt |
| Other | $1,030,491 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,546,800,802 | SecuritiesAmt |
| Other | $192,387 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $617,263,198 | SecuritiesAmt |
| Other | $838,104 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $618,101,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $618,101,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $313,540 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $622,194 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $510,762 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$197,222 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$197,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $79,348 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,182 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $78,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alumni Association | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,029,626 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,448,773 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $580,853 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,392,684 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,392,684 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,422,310 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,184,292,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $834,436,009 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $34,400,171 | UnrelatedBusinessRevenueAmt |
| Exclusion | $738,458,827 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,006,672 | TotalAmt |
| Program Services | $20,006,672 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,307,830 | TotalAmt |
| Program Services | $257,307,830 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,683,024 | TotalAmt |
| Program Services | $5,683,024 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,911,274 | TotalAmt |
| Program Services | $2,053,311 | ProgramServicesAmt |
| Management And General | $7,406,648 | ManagementAndGeneralAmt |
| Fundraising | $451,315 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,223,885 | TotalAmt |
| Program Services | $397,056,974 | ProgramServicesAmt |
| Management And General | $58,114,906 | ManagementAndGeneralAmt |
| Fundraising | $22,052,005 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,926,215 | TotalAmt |
| Program Services | $30,034,851 | ProgramServicesAmt |
| Management And General | $8,195,833 | ManagementAndGeneralAmt |
| Fundraising | $1,695,531 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,724,122 | TotalAmt |
| Program Services | $53,648,482 | ProgramServicesAmt |
| Management And General | $23,738,568 | ManagementAndGeneralAmt |
| Fundraising | $3,337,072 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,890,169 | TotalAmt |
| Program Services | $22,629,021 | ProgramServicesAmt |
| Management And General | $3,859,782 | ManagementAndGeneralAmt |
| Fundraising | $1,401,366 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,941,075 | TotalAmt |
| Program Services | $170,696 | ProgramServicesAmt |
| Management And General | $2,770,379 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,529,405 | TotalAmt |
| Program Services | $259,075 | ProgramServicesAmt |
| Management And General | $3,270,330 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,272 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $350,272 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,750,469 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $25,750,469 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,591,881 | TotalAmt |
| Program Services | $21,246,595 | ProgramServicesAmt |
| Management And General | $5,639,873 | ManagementAndGeneralAmt |
| Fundraising | $705,413 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,617,885 | TotalAmt |
| Program Services | $3,493,464 | ProgramServicesAmt |
| Management And General | $110,810 | ManagementAndGeneralAmt |
| Fundraising | $13,611 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,189,031 | TotalAmt |
| Program Services | $48,002,787 | ProgramServicesAmt |
| Management And General | $8,284,841 | ManagementAndGeneralAmt |
| Fundraising | $1,901,403 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,197,970 | TotalAmt |
| Program Services | $9,063,583 | ProgramServicesAmt |
| Management And General | $8,786,047 | ManagementAndGeneralAmt |
| Fundraising | $348,340 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,782 | TotalAmt |
| Program Services | $482,766 | ProgramServicesAmt |
| Management And General | $52,016 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,815,489 | TotalAmt |
| Program Services | $56,475,457 | ProgramServicesAmt |
| Management And General | $9,364,381 | ManagementAndGeneralAmt |
| Fundraising | $975,651 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,484,739 | TotalAmt |
| Program Services | $40,635,571 | ProgramServicesAmt |
| Management And General | $3,453,925 | ManagementAndGeneralAmt |
| Fundraising | $2,395,243 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,051,384 | TotalAmt |
| Program Services | $4,067,700 | ProgramServicesAmt |
| Management And General | $1,635,976 | ManagementAndGeneralAmt |
| Fundraising | $347,708 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,652,156 | TotalAmt |
| Program Services | $21,410,594 | ProgramServicesAmt |
| Management And General | $3,465,735 | ManagementAndGeneralAmt |
| Fundraising | $775,827 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,648,547 | TotalAmt |
| Program Services | $56,253,386 | ProgramServicesAmt |
| Management And General | $5,154,303 | ManagementAndGeneralAmt |
| Fundraising | $240,858 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $930,467 | TotalAmt |
| Program Services | $899,382 | ProgramServicesAmt |
| Management And General | $31,085 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,929,119 | TotalAmt |
| Program Services | $12,576,410 | ProgramServicesAmt |
| Management And General | $1,632,776 | ManagementAndGeneralAmt |
| Fundraising | $719,933 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,356,768,788 | TotalAmt |
| Program Services | $1,113,203,649 | ProgramServicesAmt |
| Management And General | $204,624,573 | ManagementAndGeneralAmt |
| Fundraising | $38,940,566 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,259,328 | BOYAmt |
| EOY | $203,592,795 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,174,842 | BOYAmt |
| EOY | $433,467,514 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,038,588 | BOYAmt |
| EOY | $40,620,170 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,925,267 | BOYAmt |
| EOY | $44,692,371 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,027,293 | BOYAmt |
| EOY | $8,943,633 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,789,112 | BOYAmt |
| EOY | $30,720,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,197,766,032 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $682,642,743 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382,730,153 | BOYAmt |
| EOY | $1,515,123,289 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,415,665,370 | BOYAmt |
| EOY | $1,749,683,261 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,597,286,224 | BOYAmt |
| EOY | $8,950,275,998 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,454,713 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,550,422 | BOYAmt |
| EOY | $10,083,367 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,919,446,599 | BOYAmt |
| EOY | $12,993,657,716 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,140,306 | BOYAmt |
| EOY | $157,934,697 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,820,095 | BOYAmt |
| EOY | $42,180,581 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,252,031 | BOYAmt |
| EOY | $160,962,541 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,280,152 | BOYAmt |
| EOY | $62,665,188 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,000,000 | BOYAmt |
| EOY | $660,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,231,648,015 | BOYAmt |
| EOY | $1,235,105,406 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,058,140,599 | BOYAmt |
| EOY | $2,318,848,413 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,365,744,677 | BOYAmt |
| EOY | $4,630,672,063 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,822,007,763 | BOYAmt |
| EOY | $4,169,034,477 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,673,553,560 | BOYAmt |
| EOY | $1,875,102,763 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,861,306,000 | BOYAmt |
| EOY | $10,674,809,303 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,919,446,599 | BOYAmt |
| EOY | $12,993,657,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $827,523,357 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,417,838 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$46,437,892 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $312,978,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $252,639,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $323,314,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $512,128,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $576,997,138 | CurrentTaxYearAmt |
| Total | $1,978,058,121 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $312,978,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $252,639,060 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $323,314,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $512,128,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $576,997,138 | CurrentTaxYearAmt |
| Total | $1,978,058,121 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,978,058,121 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,388,371 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,477,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,503,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $171,385,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,770,511 | CurrentTaxYearAmt |
| Total | $683,524,827 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,113,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,754,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,426,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,210,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,785,572 | CurrentTaxYearAmt |
| Total | $28,290,924 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,689,873,872 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,750,952,332 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7354 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7296 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISC FEES & COMMISSIONS, COLUMN A - 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Limited Control Provisions App | Yes (X) | LimitedControlProvisionsAppInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $421,200 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $421,200 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,103,804,703 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,104,225,903 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,500,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $356,017 | CurrentYearMinus2Amt |
| Current Year Minus1 | $411,080 | CurrentYearMinus1Amt |
| Current Year | $421,200 | CurrentYearAmt |
| Total | $1,188,297 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $750,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,125,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-A, Line 2 501(H) Election | FormAndLineReferenceDesc |
| Explanation | The University of Notre Dame filed Form 5768 (election under section 501(h)) for the fiscal year ending June 30, 2013 and all subsequent tax years and this election was not revoked at any time subsequently. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 42 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $7,336,028 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,786,995 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $47,385,563 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $1,760 | BeginningBalanceAmt |
| Additions During Year | $13,608 | AdditionsDuringYearAmt |
| Distributions During Year | $15,245 | DistributionsDuringYearAmt |
| Ending Balance | $123 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,189,096,422 | BeginningYearBalanceAmt |
| Contributions | $244,796,294 | ContributionsAmt |
| Investment Earnings Or Losses | $659,396,671 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $100,189,669 | GrantsOrScholarshipsAmt |
| Other Expenditures | $208,718,859 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $8,784,380,859 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,959,050,707 | BeginningYearBalanceAmt |
| Contributions | $211,220,228 | ContributionsAmt |
| Investment Earnings Or Losses | $1,317,009,930 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $95,629,513 | GrantsOrScholarshipsAmt |
| Other Expenditures | $202,554,930 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $8,189,096,422 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,444,598,397 | BeginningYearBalanceAmt |
| Contributions | $109,051,302 | ContributionsAmt |
| Investment Earnings Or Losses | $725,521,322 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $90,722,736 | GrantsOrScholarshipsAmt |
| Other Expenditures | $229,397,578 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $6,959,050,707 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,383,343,071 | BeginningYearBalanceAmt |
| Contributions | $162,550,384 | ContributionsAmt |
| Investment Earnings Or Losses | $177,082,485 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $85,386,397 | GrantsOrScholarshipsAmt |
| Other Expenditures | $192,991,146 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $6,444,598,397 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,340,685,012 | BeginningYearBalanceAmt |
| Contributions | $167,659,430 | ContributionsAmt |
| Investment Earnings Or Losses | $1,115,963,818 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $80,194,525 | GrantsOrScholarshipsAmt |
| Other Expenditures | $160,770,664 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $6,383,343,071 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.381 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.409 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,300,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $24,286,842 | OtherCostOrOtherBasisAmt |
| Book Value | $33,586,842 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $57,262,131 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,515,249,957 | OtherCostOrOtherBasisAmt |
| Depreciation | $457,151,472 | DepreciationAmt |
| Book Value | $1,115,360,616 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $13,690,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,532,970 | DepreciationAmt |
| Book Value | $10,157,081 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $362,972 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $279,629,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $154,287,294 | DepreciationAmt |
| Book Value | $125,705,547 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $45,009 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $297,939,201 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,671,007 | DepreciationAmt |
| Book Value | $230,313,203 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,515,123,289 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $738,760 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $2,491 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Short-term investments | $20,755,945 | F |
| Public equities - U.S. | $535,991,036 | F |
| Public equities - Non-U.S. | $1,238,140,702 | F |
| Public equities - Long/short strategies | $1,342,645,780 | F |
| Fixed income securities | $424,011,797 | F |
| Marketable alternatives | $1,301,001,888 | F |
| Private equity | $2,969,798,690 | F |
| Real estate and other real assets | $1,030,750,438 | F |
| Defined benefit pension plan assets | $86,438,471 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,950,275,998 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,235,105,406 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,871,193,717 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,417,838 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$296,746,082 | OtherRevenueAmt |
| Revenue Not Reported | -$264,328,244 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,135,521,961 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,282,128 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$511,944 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $48,770,184 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,184,292,145 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,057,690,414 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $511,944 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $511,944 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,057,178,470 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,282,128 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $250,308,190 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $299,590,318 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,356,768,788 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X Asset Retirement | The University recognizes asset retirement obligations when incurred. A discounting technique is used to calculate the present value of the capitalized asset retirement costs and the related obligation. Asset retirement costs are depreciated over the estimated remaining useful life of the related asset and the asset retirement obligation is accreted annually to the current present value. Upon settlement of an obligation, any difference between the retirement obligation and the cost to settle is recognized as a gain or loss in the consolidated statement of 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 footnote | The University does not capitalize the cost of library books, nor the cost or fair value of its art collection. The latter is held for exhibition and educational purposes only and not for financial gain. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | The Snite Museum of Art maintains a collection of over 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 arrangement | Interest 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 funds | Endowment 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 990 | Tuition 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 statements | Direct 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 990 | Direct 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 statements | Tuition scholarships and fellowships - XXX-XX-XXXX Room & board discounts - 4297732 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The University nondiscrimination policy is disclosed in the Admission Policies and Procedures Handbook given to each student. The University draws students nationally and internationally and enrolls meaningful numbers of minority students. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | The University receives financial assistance from various governmental agencies within the Federal Government and local jurisdictions. The governmental grants and contracts support certain research projects and student financial aid. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (77 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Investments | $3,856,640,129 | |||
| East Asia and the Pacific | Investments | $155,947,683 | |||
| Europe (Including Iceland and Greenland) | Investments | $722,046,329 | |||
| Middle East and North Africa | Investments | $4,985,062 | |||
| North America (Canada & Mexico only) | Investments | $72,708,887 | |||
| Russia and Neighboring States | Investments | $0 | |||
| South America | Investments | $4,991,027 | |||
| South Asia | Investments | $104,655,297 | |||
| Sub-Saharan Africa | Investments | $214,236,709 | |||
| East Asia and the Pacific | Program Services | $2,165,021 | 1 | 4 | International Study Program |
| Europe (Including Iceland and Greenland) | Program Services | $23,645,402 | 4 | 80 | International Study Program |
| Middle East and North Africa | Program Services | $625,512 | 2 | International Study Program | |
| North America (Canada & Mexico only) | Program Services | $275,252 | 1 | International Study Program | |
| Russia and Neighboring States | Program Services | $31,400 | International Study Program | ||
| South America | Program Services | $569,288 | 1 | 4 | International Study Program |
| South Asia | Program Services | $14,196 | International Study Program | ||
| Sub-Saharan Africa | Program Services | $143,284 | International 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 Caribbean | Fundraising | $16,778 | |||
| East Asia and the Pacific | Fundraising | $26,099 | |||
| Europe (Including Iceland and Greenland) | Fundraising | $82,479 | |||
| North America (Canada & Mexico only) | Fundraising | $7,667 | |||
| South America | Fundraising | $4,348 | |||
| South Asia | Fundraising | $7,351 | |||
| Central America and the Caribbean | Program Services | $7,261 | Auxillary Enterprises | ||
| Central America and the Caribbean | Program Services | $252,525 | Instruction | ||
| Central America and the Caribbean | Program Services | $22,085 | Management & General | ||
| Central America and the Caribbean | Program Services | $250,052 | 3 | 5 | Other |
| Central America and the Caribbean | Program Services | $1,849,588 | Research | ||
| East Asia and the Pacific | Program Services | $5,585 | Auxillary Enterprises | ||
| East Asia and the Pacific | Program Services | $521,838 | Instruction | ||
| East Asia and the Pacific | Program Services | $75,290 | Management & General | ||
| East Asia and the Pacific | Program Services | $227,568 | Other | ||
| East Asia and the Pacific | Program Services | $861,396 | 2 | Research | |
| Europe (Including Iceland and Greenland) | Program Services | $86,575 | Auxillary Enterprises | ||
| Europe (Including Iceland and Greenland) | Program Services | $2,739,714 | 11 | Instruction | |
| Europe (Including Iceland and Greenland) | Program Services | $225,043 | Management & General | ||
| Europe (Including Iceland and Greenland) | Program Services | $1,140,806 | Other | ||
| Europe (Including Iceland and Greenland) | Program Services | $3,044,379 | 6 | Research | |
| Middle East and North Africa | Program Services | $0 | Auxillary Enterprises | ||
| Middle East and North Africa | Program Services | $173,329 | Instruction | ||
| Middle East and North Africa | Program Services | $12,410 | Management & General | ||
| Middle East and North Africa | Program Services | $357,614 | Other | ||
| Middle East and North Africa | Program Services | $326,245 | 1 | Research | |
| North America (Canada & Mexico only) | Program Services | $39,106 | Auxillary Enterprises | ||
| North America (Canada & Mexico only) | Program Services | $282,394 | Instruction | ||
| North America (Canada & Mexico only) | Program Services | $32,262 | Management & General | ||
| North America (Canada & Mexico only) | Program Services | $100,441 | Other | ||
| North America (Canada & Mexico only) | Program Services | $155,057 | Research | ||
| Russia and Neighboring States | Program Services | $10,229 | Auxillary Enterprises | ||
| Russia and Neighboring States | Program Services | $42,524 | Instruction | ||
| Russia and Neighboring States | Program Services | $0 | Management & General | ||
| Russia and Neighboring States | Program Services | $1,518 | Other | ||
| Russia and Neighboring States | Program Services | $29,083 | Research | ||
| South America | Program Services | $0 | Auxillary Enterprises | ||
| South America | Program Services | $346,673 | Instruction | ||
| South America | Program Services | $21,219 | Management & General | ||
| South America | Program Services | $80,970 | 1 | Other | |
| South America | Program Services | $90,479 | Research | ||
| South Asia | Program Services | $0 | Auxillary Enterprises | ||
| South Asia | Program Services | $117,726 | Instruction | ||
| South Asia | Program Services | $12,373 | Management & General | ||
| South Asia | Program Services | $40,383 | Other | ||
| South Asia | Program Services | $200,679 | Research | ||
| Sub-Saharan Africa | Program Services | $25,023 | Auxillary Enterprises | ||
| Sub-Saharan Africa | Program Services | $288,547 | 1 | Instruction | |
| Sub-Saharan Africa | Program Services | $22,890 | Management & General | ||
| Sub-Saharan Africa | Program Services | $113,381 | Other | ||
| Sub-Saharan Africa | Program Services | $1,140,508 | 1 | 23 | Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 6 | SubtotalOfficesCnt |
| Subtotal Employees | 91 | SubtotalEmployeesCnt |
| Continutation Total Office | 4 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 50 | ContinutationTotalEmployeeCnt |
| Total Office | 10 | TotalOfficeCnt |
| Total Employee | 141 | TotalEmployeeCnt |
| Subtotal Spent | $5,163,537,194 | SubtotalSpentAmt |
| Continuation Spent | $28,687,469 | ContinuationSpentAmt |
| Total Spent | $5,192,224,663 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (30 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Sub-Saharan Africa | See Footnote 2, Part V | $83,828 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | $75,000 | Check/Wire |
| Central America and the Caribbean | See Footnote 2, Part V | $477,191 | Check/Wire |
| Central America and the Caribbean | See Footnote 2, Part V | $574,740 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Footnote 2, Part V | $70,000 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Footnote 2, Part V | $50,000 | Check/Wire |
| East Asia and the Pacific | See Footnote 2, Part V | $480,295 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Footnote 2, Part V | $866,611 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Footnote 2, Part V | $149,081 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | $106,523 | Check/Wire |
| Central America and the Caribbean | See Footnote 2, Part V | $299,676 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | $116,457 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Footnote 2, Part V | $443,245 | Check/Wire |
| South Asia | See Footnote 2, Part V | $128,200 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Footnote 2, Part V | $60,884 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | $47,252 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | $49,994 | Check/Wire |
| South Asia | See Footnote 2, Part V | $28,000 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | $10,000 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | $75,000 | Check/Wire |
| Central America and the Caribbean | See Footnote 2, Part V | $490,860 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Footnote 2, Part V | $284,536 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Footnote 2, Part V | $5,285 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | $5,550 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | $244,215 | Check/Wire |
| Middle East and North Africa | See Footnote 2, Part V | $300,000 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | $68,849 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | $5,813 | Check/Wire |
| Europe (Including Iceland and Greenland) | See Footnote 2, Part V | $50,000 | Check/Wire |
| North America (Canada & Mexico only) | See Footnote 2, Part V | $35,938 | Check/Wire |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 29 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (13 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Housing and Other Assistance | East Asia and the Pacific | 1 | $4,750 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | Europe (Including Iceland and Greenland) | 5 | $26,861 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | North America (Canada & Mexico only) | 1 | $1,750 | Check/Wire/Direct Deposit |
| Prizes and Awards | East Asia and the Pacific | 2 | $30,122 | Check/Wire/Direct Deposit |
| Prizes and Awards | Europe (Including Iceland and Greenland) | 5 | $113,315 | Check/Wire/Direct Deposit |
| Prizes and Awards | South America | 1 | $15,000 | Check/Wire/Direct Deposit |
| Research/Travel Grant | East Asia and the Pacific | 3 | $333 | Check/Wire/Direct Deposit |
| Research/Travel Grant | Europe (Including Iceland and Greenland) | 24 | $34,465 | Check/Wire/Direct Deposit |
| Research/Travel Grant | Middle East and North Africa | 1 | $600 | Check/Wire/Direct Deposit |
| Research/Travel Grant | North America (Canada & Mexico only) | 4 | $2,901 | Check/Wire/Direct Deposit |
| Research/Travel Grant | Russia and Neighboring States | 1 | $2,211 | Check/Wire/Direct Deposit |
| Research/Travel Grant | South America | 1 | $1,162 | Check/Wire/Direct Deposit |
| Research/Travel Grant | Sub-Saharan Africa | 1 | $1,000 | Check/Wire/Direct Deposit |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Organization's procedures for monitoring the use of grant funds | All grants made for research activities are initiated by a formal sub-contract executed by both parties. The terms and conditions of each grant contain all the guidelines for invoicing, billing, record retention, audits, etc. Research and Sponsored Programs Accounting ("RSPA") and the Notre Dame Research Office work in tandem to ensure the guidelines are adhered to. Almost all 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 Grant | Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | NPC Research Event - Road to Discovery | Event1Nm |
| Gross Receipts Event1 | $429,674 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $429,674 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $0 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $9,482 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $790 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $244,791 | OtherDirectExpensesEvent1Amt |
| Event2 | NPC Research Event - Parseghian Classic | Event2Nm |
| Gross Receipts Event2 | $400,390 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $100,650 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $299,740 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $195,248 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $325 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $16,590 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $105,670 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $91,870 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $13,800 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $29,802 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,734 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $935,734 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $622,194 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $313,540 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $195,248 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $39,609 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $790 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $275,115 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $510,762 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$197,222 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $79,348 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $315 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $867 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $79,348 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $315 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $867 | OthDirectExpnssTotalGamingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IN | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (true) | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.0 | GamingOwnFacilityPct |
| Gaming Other Facility | 1.0 | GamingOtherFacilityPct |
| Individual With Books | Deborah Gabaree Office of General C | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 Main Building | AddressLine1Txt |
| City | Notre Dame | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46556 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
| Distributed | $0 | DistributedAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (154 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|
| American Cancer Society | |||||||||||
| 130 Red Coach Drive | Mishawaka | IN | 46545 | 131788491 | 501(c)(3) | $10,815 | See Footnote 2, Part IV | ||||
| Andean Health & Development | |||||||||||
| 1100 Delaplaine Ct | Madison | WI | 53715 | 391809174 | 501(c)(3) | $15,000 | See Footnote 2, Part IV | ||||
| Ara Parseghian Medical Research Foundation | |||||||||||
| 4729 East Sunrise Drive Suite 327 | Tucson | AZ | 85718 | 860775966 | 501(c)(3) | $138,000 | See Footnote 2, Part IV | ||||
| Basis Policy Research LLC | |||||||||||
| 9650 Strickland Road Suite 103-296 | Raleigh | NC | 276151902 | 270475968 | $113,538 | See Footnote 2, Part IV | |||||
| Battelle | |||||||||||
| Post Office Box 84391 | Seattle | WA | 981245691 | 314379427 | 501(c)(3) | $7,189 | See Footnote 2, Part IV | ||||
| Boys & Girls Club-St Jos Cnty | |||||||||||
| 502 East Sample | South Bend | IN | 46601 | 351329625 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| Brigham & Women's Hospital | |||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | 501(c)(3) | $164,825 | See Footnote 2, Part IV | ||||
| Brothers of Holy Cross | |||||||||||
| 13645 Riverside Drive | Sherman Oaks | CA | 91423 | 954045107 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| California Institute of Technology | |||||||||||
| 1200 East California Boulevard | Pasadena | CA | 911250001 | 951643307 | 501(c)(3) | $199,700 | See Footnote 2, Part IV | ||||
| Carnegie Mellon University | |||||||||||
| Post Office Box 371032 | Pittsburgh | PA | 152507032 | 250969449 | 501(c)(3) | $252,157 | See Footnote 2, Part IV | ||||
| Carry the Load | |||||||||||
| PO Box 261904 | Plano | TX | 75026 | 274568835 | 501(c)(3) | $20,000 | See Footnote 2, Part IV | ||||
| Cary Institute of Ecosystem Studies | |||||||||||
| 2801 Sharon Turnpike | Millbrook | NY | 125455721 | 223232968 | 501(c)(3) | $21,740 | See Footnote 2, Part IV | Post Office Box AB | |||
| Case Western Reserve University | |||||||||||
| Nord Hall Suite 600 | Cleveland | OH | 441067037 | 341018992 | 501(c)(3) | $6,898 | See Footnote 2, Part IV | 10900 Euclid Avenue | |||
| Catholic Church Extension Society | |||||||||||
| 150 South Wacker Drive Suite 2000 | Chicago | IL | 60606 | 366000520 | 501(c)(3) | $40,000 | See Footnote 2, Part IV | ||||
| Catholic Education Institute | |||||||||||
| Archdiocese of San Francisco | San Francisco | CA | 941096602 | 364486769 | 501(c)(3) | $21,900 | See Footnote 2, Part IV | 1 Peter Yorke Way | |||
| Catholic University of America | |||||||||||
| 620 Michigan Avenue Northeast | Washington | DC | 200640001 | 530196583 | 501(c)(3) | $18,479 | See Footnote 2, Part IV | ||||
| Center for the Homeless | |||||||||||
| 813 S Michigan Street | South Bend | IN | 46601 | 351768544 | 501(c)(3) | $87,160 | See Footnote 2, Part IV | $278,740 | FMV | Rental Waiver | |
| Central Michigan University | |||||||||||
| Accounting WA 304 | Mount Pleasant | MI | 48859 | 386004447 | State of Michigan | $18,999 | See Footnote 2, Part IV | ||||
| Christ the King Parish | |||||||||||
| 820 Porter Avenue | Des Moines | IA | 50315 | 420722697 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| City of Mishawaka | |||||||||||
| 600 East Third Street | Mishawaka | IN | 46544 | 356001115 | City-Mishawaka | $9,188 | See Footnote 2, Part IV | ||||
| City of South Bend | |||||||||||
| 227 West Jefferson Blvd Suite 1400 | South Bend | IN | 46601 | 356001201 | City-South Bend | $50,533 | See Footnote 2, Part IV | ||||
| Community Foundation of St Joseph | |||||||||||
| 205 W Jefferson Blvd 610 | South Bend | IN | 46601 | 237365930 | 501(c)(3) | $109,000 | See Footnote 2, Part IV | ||||
| Congregation of Holy Cross | |||||||||||
| Post Office Box 460 | Notre Dame | IN | 46556 | 320344245 | 501(c)(3) | $373,563 | See Footnote 2, Part IV | ||||
| Contect Inc | |||||||||||
| 1400 East Angela Boulevard Unit 148 | South Bend | IN | 466171370 | 352477885 | $89,439 | See Footnote 2, Part IV | |||||
| Cornell University | |||||||||||
| Post Office Box 22 | Ithaca | NY | 148510022 | 150532082 | 501(c)(3) | $572,207 | See Footnote 2, Part IV | ||||
| Dawn Brancheau Foundation Inc | |||||||||||
| 9030 Via Bella Notte | Orlando | FL | 32836 | 273700500 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| Declan Drumm Sullivan Memorial Fund | |||||||||||
| 703 West Montroe St | Chicago | IL | 60661 | 276886934 | 501(c)(3) | $40,000 | See Footnote 2, Part IV | ||||
| Diocese of Fort Wayne-So Bend | |||||||||||
| 915 S Clinton Street | Fort Wayne | IN | 46802 | 350876373 | 501(c)(3) | $35,000 | See Footnote 2, Part IV | ||||
| Duke University | |||||||||||
| 2138 Campus Drive | Durham | NC | 27708 | 560532129 | 501(c)(3) | $75,228 | See Footnote 2, Part IV | PO Box 90586 | |||
| Early Childhood Development Center | |||||||||||
| 10 Child Care Center | Notre Dame | IN | 46556 | 351188922 | 501(c)(3) | $200,000 | See Footnote 2, Part IV | ||||
| Elevate Ventures Inc | |||||||||||
| 50 East 91st Street | Indianapolis | IN | 46240 | 274118692 | 501(c)(3) | $75,000 | See Footnote 2, Part IV | ||||
| enFocus Inc | |||||||||||
| 506 W South St Suite 100 | South Bend | IN | 46601 | 455638209 | $20,000 | See Footnote 2, Part IV | |||||
| enFocus Inc | |||||||||||
| 506 W South St Suite 100 | South Bend | IN | 466012785 | 455638209 | $405,000 | See Footnote 2, Part IV | |||||
| Family & Children's Center | |||||||||||
| 315 W Jefferson Blvd | South Bend | IN | 46601 | 350869031 | 501(c)(3) | $5,640 | See Footnote 2, Part IV | ||||
| Fermi National Accelerator Lab | |||||||||||
| Post Office Box 500 | Batavia | IL | 605105011 | 571239010 | 501(c)(3) | $25,334 | See Footnote 2, Part IV | ||||
| FHI 360 | |||||||||||
| 359 Blackwell street Suite 200 | Durham | NC | 277012477 | 237413005 | 501(c)(3) | $72,492 | See Footnote 2, Part IV | ||||
| Fischoff National Chamber Music Association | |||||||||||
| 303 Brownson Hall | Notre Dame | IN | 46556 | 351650154 | 501(c)(3) | $33,318 | See Footnote 2, Part IV | ||||
| Florida State University | |||||||||||
| Post Office Box 3064166 | Tallahassee | FL | 323060001 | 591961248 | State of Florida | $82,140 | See Footnote 2, Part IV | ||||
| Food for the Poor Inc | |||||||||||
| 6401 Lyons Road | Coconut Creek | FL | 33073 | 592174510 | 501(c)(3) | $25,650 | See Footnote 2, Part IV | ||||
| Foundation for Center for Hospice and Palliative Care | |||||||||||
| 501 Comfort Place | Mishawaka | IN | 46545 | 300433147 | 501(c)(3) | $22,000 | See Footnote 2, Part IV | ||||
| Foundation of St Joseph Regional Me | |||||||||||
| 707 E Cedar Street Suite 175 | South Bend | IN | 46617 | 351654543 | 501(c)(3) | $15,305 | See Footnote 2, Part IV | ||||
| Freedom to Learn Illinois | |||||||||||
| Post Office Box 227 | Chicago | IL | 60690 | 272479414 | 501(c)(3) | $250,000 | See Footnote 2, Part IV | ||||
| George Mason University | |||||||||||
| 4400 University Drive | Fairfax | VA | 22030 | 540836354 | State of Virginia | $80,632 | See Footnote 2, Part IV | ||||
| George Washington University | |||||||||||
| 45155 Research Place | Ashburn | VA | 201472692 | 530196584 | 501(c)(3) | $87,687 | See Footnote 2, Part IV | ||||
| Georgia Tech Research Corporation | |||||||||||
| Post Office Box 100117 | Atlanta | GA | 303840117 | 580603146 | State of Georgia | $133,198 | See Footnote 2, Part IV | ||||
| Girls on the Run Michiana | |||||||||||
| PO Box 252 | Notre Dame | IN | 46556 | 272652189 | 501(c)(3) | $15,000 | See Footnote 2, Part IV | ||||
| Global Citizen Year Inc | |||||||||||
| 1625 Clay St | Oakland | CA | 94612 | 263161342 | 501(c)(3) | $35,000 | See Footnote 2, Part IV | ||||
| Grand Valley State University | |||||||||||
| 234 Lake Michigan Hall | Allendale | MI | 494019401 | 381684280 | State of Michigan | $27,366 | See Footnote 2, Part IV | ||||
| Habitat for Humanity | |||||||||||
| 402 East South Street | South Bend | IN | 46601 | 311196894 | 501(c)(3) | $55,000 | See Footnote 2, Part IV | ||||
| Hannah's House | |||||||||||
| 518 West Fourth Street | Mishawaka | IN | 46546 | 351871289 | 501(c)(3) | $16,590 | See Footnote 2, Part IV | ||||
| Harvard University | |||||||||||
| 1350 Massachusetts Avenue | Cambridge | MA | 021383800 | 042103580 | 501(c)(3) | $56,596 | See Footnote 2, Part IV | ||||
| Henry F & Anne Marie Frigon Family | |||||||||||
| 1055 Broadway Suite 130 | Kansas City | MO | 64105 | 431152398 | 501(c)(3) | $55,000 | See Footnote 2, Part IV | ||||
| History of Science Society Inc | |||||||||||
| 440 Geddes Hall Univ of Notre Dame | Notre Dame | IN | 46556 | 526050324 | 501(c)(3) | $62,552 | See Footnote 2, Part IV | ||||
| Holy Cross Foreign Mission Society | |||||||||||
| PO Box 543 | Notre Dame | IN | 46556 | 530196617 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| Holy Trinity Catholic Church | |||||||||||
| 1600 Corporate Drive | Ladera Ranch | CA | 92694 | 202747543 | 501(c)(3) | $50,000 | See Footnote 2, Part IV | ||||
| Illinois Institute of Technology | |||||||||||
| 3300 South Federal Street | Chicago | IL | 606163793 | 352170136 | 501(c)(3) | $30,702 | See Footnote 2, Part IV | ||||
| Indiana Economic Development Foundation | |||||||||||
| One North Capital Avenue Suite 700 | Indianapolis | IN | 46204 | 202664607 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| Indiana University | |||||||||||
| Post Office Box 66057 | Indianapolis | IN | 462660001 | 356001673 | State of Indiana | $752,802 | See Footnote 2, Part IV | ||||
| IQE RF LLC | |||||||||||
| 265 Davidson Ave Ste 141 | Somerset | NJ | 088734120 | 205236093 | $167,056 | See Footnote 2, Part IV | |||||
| Johns Hopkins University | |||||||||||
| 3400 N Charles Street | Baltimore | MD | 21218 | 520595110 | 501(c)(3) | $146,379 | See Footnote 2, Part IV | ||||
| Kelly Cares Foundation | |||||||||||
| 1251 N Eddy Street Suite 200 | South Bend | IN | 46617 | 263591070 | 501(c)(3) | $5,650 | See Footnote 2, Part IV | ||||
| La Casa de Amistad | |||||||||||
| 746 South Meade Street | South Bend | IN | 46619 | 351350013 | 501(c)(3) | $8,350 | See Footnote 2, Part IV | ||||
| Lake Superior State University | |||||||||||
| 650 West Easterday Avenue | Sault Sainte Marie | MI | 497831626 | 381880022 | State of Michigan | $8,132 | See Footnote 2, Part IV | ||||
| Lehigh University | |||||||||||
| 526 Brodhead Avenue | Bethlehem | PA | 180153008 | 240795445 | 501(c)(3) | $58,196 | See Footnote 2, Part IV | ||||
| Logan Community Resources | |||||||||||
| 2505 E Jefferson Blvd | South Bend | IN | 46615 | 350965639 | 501(c)(3) | $28,400 | See Footnote 2, Part IV | ||||
| Loyola University Chicago | |||||||||||
| 820 North Michigan Avenue Floor 13 | Chicago | IL | 606112147 | 351408475 | 501(c)(3) | $20,317 | See Footnote 2, Part IV | ||||
| Mayo Clinic | |||||||||||
| 200 First St SW | Rochester | MN | 55905 | 416011702 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| Miami University Foundation | |||||||||||
| 725 East Chestnut Street | Oxford | OH | 45056 | 316026014 | 501(c)(3) | $100,000 | See Footnote 2, Part IV | ||||
| Michigan State University | |||||||||||
| 426 Auditorium Rd Rm 2 | East Lansing | MI | 488242612 | 386005984 | State of Michigan | $998,824 | See Footnote 2, Part IV | ||||
| Michigan Technological University | |||||||||||
| 1400 Townsend Drive | Houghton | MI | 499311295 | 386005955 | State of Michigan | $32,847 | See Footnote 2, Part IV | ||||
| Misericordia Home | |||||||||||
| 6300 North Ridge Ave | Chicago | IL | 60660 | 362170153 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| Montana State University | |||||||||||
| Post Office Box 172470 | Bozeman | MT | 597172470 | 816010045 | State of Montana | $22,538 | See Footnote 2, Part IV | ||||
| MZA Associates Corporation | |||||||||||
| 2021 Girard Boulevard SE Suite 150 | Albuquerque | NM | 871063140 | 850400557 | $72,466 | See Footnote 2, Part IV | |||||
| North Carolina State University | |||||||||||
| Campus Box 7214 | Raleigh | NC | 276950001 | 566000756 | State of North Carol | $18,398 | See Footnote 2, Part IV | ||||
| Northeast Neighborhood Revitalization Organization | |||||||||||
| 803 Lincolnway East | South Bend | IN | 46601 | 352118149 | 501(c)(3) | $150,000 | See Footnote 2, Part IV | ||||
| Northeastern University | |||||||||||
| 360 Huntington Avenue | Boston | MA | 021155000 | 041679980 | 501(c)(3) | $19,975 | See Footnote 2, Part IV | ||||
| Northern Indiana Center for History | |||||||||||
| 808 W Washington | South Bend | IN | 46601 | 351124156 | 501(c)(3) | $9,520 | See Footnote 2, Part IV | ||||
| Northern Jet Management | |||||||||||
| Post Office Box 888380 | Grand Rapids | MI | 495888380 | 383261631 | $780,277 | See Footnote 2, Part IV | |||||
| Northwestern University | |||||||||||
| 633 Clark Street Rm G-547 | Evanston | IL | 602080001 | 362167817 | 501(c)(3) | $37,088 | See Footnote 2, Part IV | ||||
| Oregon State University | |||||||||||
| Post Office Box 1086 | Corvallis | OR | 973391086 | 611730890 | State of Oregon | $59,798 | See Footnote 2, Part IV | ||||
| Pennsylvania State University | |||||||||||
| 227 West Beaver Avenue Suite 401 | State College | PA | 168014842 | 246000376 | State of Penn. | $1,008,559 | See Footnote 2, Part IV | ||||
| Purdue University | |||||||||||
| 610 Purdue Mall | West Lafayette | IN | 47907 | 356002041 | State of Indiana | $1,063,056 | See Footnote 2, Part IV | ||||
| Qualtrics LLC | |||||||||||
| 2250 N University Pkwy 48-C | Provo | UT | 84604 | 454964116 | $60,000 | See Footnote 2, Part IV | |||||
| Rebuilding Together | |||||||||||
| 227 W Jefferson Blvd Suite 1400s | South Bend | IN | 46601 | 351939069 | 501(c)(3) | $10,500 | See Footnote 2, Part IV | ||||
| Regents of the University of California at Berkeley | |||||||||||
| 2195 Hearst Avenue Room 130 | Berkeley | CA | 947200001 | 946002123 | State of California | $684,698 | See Footnote 2, Part IV | ||||
| Regents of the University of California at Davis | |||||||||||
| Post Office Box 989062 | West Sacramento | CA | 957989062 | 946036494 | State of California | $1,155,784 | See Footnote 2, Part IV | ||||
| Regents of the University of California at San Diego | |||||||||||
| 9500 Gilman Drive | La Jolla | CA | 920930009 | 956006144 | State of California | $418,908 | See Footnote 2, Part IV | ||||
| Regents of the University of California at San Francisco | |||||||||||
| Box 0897 EMF | San Francisco | CA | 94143 | 946036493 | State of California | $122,512 | See Footnote 2, Part IV | ||||
| Regents of the University of California at Santa Barbara | |||||||||||
| SAASB Building Room 1212 | Santa Barbara | CA | 931060001 | 956006145 | State of California | $447,430 | See Footnote 2, Part IV | ||||
| Regents of University of Michigan | |||||||||||
| 1000 Victors Way Suite 1A | Ann Arbor | MI | 481082744 | 386006309 | State of Michigan | $52,496 | See Footnote 2, Part IV | ||||
| Rensselaer Polytech Inst | |||||||||||
| 110 8th Street | Troy | NY | 121803522 | 141340095 | 501(c)(3) | $123,450 | See Footnote 2, Part IV | ||||
| Research Foundation of CUNY | |||||||||||
| 230 West 41st Street | New York | NY | 100367207 | 131988190 | 501(c)(3) | $13,930 | See Footnote 2, Part IV | ||||
| Resources for the Future | |||||||||||
| 1616 P Street Northwest | Washington | DC | 200361400 | 530220900 | 501(c)(3) | $33,205 | See Footnote 2, Part IV | ||||
| Rhode Island Hospital | |||||||||||
| 1 Hoppin Street | Providence | RI | 029034141 | 530220900 | 501(c)(3) | $8,141 | See Footnote 2, Part IV | ||||
| Rice University | |||||||||||
| Post Office Box 1892 | Houston | TX | 772511892 | 741109620 | 501(c)(3) | $9,447 | See Footnote 2, Part IV | ||||
| SB150 | |||||||||||
| PO Box 4183 | South Bend | IN | 46684 | 201837418 | 501(c)(3) | $45,000 | See Footnote 2, Part IV | ||||
| South Bend Alumni Association | |||||||||||
| 215 South St Joseph Street | South Bend | IN | 46601 | 351674506 | 501(c)(3) | $7,244 | See Footnote 2, Part IV | ||||
| South Bend Medical Foundation | |||||||||||
| 530 N Lafayette Boulevard | South Bend | IN | 466011098 | 350868178 | 501(c)(3) | $62,500 | See Footnote 2, Part IV | ||||
| South Bend Symphony Orchestra | |||||||||||
| 127 North Michigan Street | South Bend | IN | 46601 | 356042189 | 501(c)(3) | $14,900 | See Footnote 2, Part IV | ||||
| South Carolina Research Foundation | |||||||||||
| Osbourne 202 | Columbia | SC | 29208 | 570967350 | State of S. Carolina | $70,984 | See Footnote 2, Part IV | ||||
| Southern Methodist University | |||||||||||
| Post Office Box 750259 | Dallas | TX | 752750001 | 750800689 | 501(c)(3) | $45,207 | See Footnote 2, Part IV | ||||
| Special Camps for Special Kids | |||||||||||
| 2824 Swiss Ave | Dallas | TX | 75204 | 752205242 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| St Ann Catholic Church | |||||||||||
| 310 North Olive Ave | West Palm Beach | FL | 33401 | 596001732 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| St Ann Catholic School | |||||||||||
| 310 North Olive Ave | West Palm Beach | FL | 33401 | 596001732 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| St Ann Place | |||||||||||
| 310 North Olive Ave | West Palm Beach | FL | 33401 | 596001732 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| St Ann School | |||||||||||
| 2211 W 18th Place | Chicago | IL | 60608 | 362284297 | 501(c)(3) | $9,500 | See Footnote 2, Part IV | ||||
| St Joseph County | |||||||||||
| 227 West Jefferson Blvd 7th Floor | South Bend | IN | 46601 | 356000194 | County-St. Joe | $31,238 | See Footnote 2, Part IV | ||||
| St Joseph County Right to Life | |||||||||||
| 2004 Ironwood Circle Suite 130 | South Bend | IN | 46635 | 310935278 | 501(c)(3) | $5,600 | See Footnote 2, Part IV | ||||
| St Margaret's House | |||||||||||
| 117 N Lafayette Blvd | South Bend | IN | 46601 | 351913328 | 501(c)(3) | $14,200 | See Footnote 2, Part IV | ||||
| St Mary's College | |||||||||||
| 110 LeMans Hall | Notre Dame | IN | 46556 | 350868158 | 501(c)(3) | $50,000 | See Footnote 2, Part IV | ||||
| St Matthias Apostle School | |||||||||||
| 9475 Annapolis Rd | Lanham | MD | 20706 | 520780162 | 501(c)(3) | $6,200 | See Footnote 2, Part IV | ||||
| St Peter Claver Regional Catholic | |||||||||||
| 2560 Tilson Road | Decatur | GA | 30032 | 581918801 | 501(c)(3) | $9,000 | See Footnote 2, Part IV | ||||
| Stanford University | |||||||||||
| 450 Serra Mall | Stanford | CA | 943052004 | 941156365 | 501(c)(3) | $449,474 | See Footnote 2, Part IV | ||||
| The Nature Conservancy | |||||||||||
| 101 East Grand River Avenue | Lansing | MI | 489064374 | 530242652 | 501(c)(3) | $127,993 | See Footnote 2, Part IV | ||||
| The Ohio State University | |||||||||||
| 1960 Kenny Road | Columbus | OH | 432101016 | 316025986 | State of Ohio | $669,476 | See Footnote 2, Part IV | ||||
| Thomistic Institute at Dominican Ho | |||||||||||
| 487 Michigan Avenue NE | Washington | DC | 20017 | 536016922 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| TriQuint Semiconductor Texas LLC | |||||||||||
| Post Office Box 198479 | Atlanta | GA | 303848479 | 752740940 | $288,197 | See Footnote 2, Part IV | |||||
| Trustees of University of Pennsylvania | |||||||||||
| 3451 Walnut Street | Philadelphia | PA | 191046205 | 231352685 | 501(c)(3) | $269,973 | See Footnote 2, Part IV | ||||
| US Forest Service | |||||||||||
| Post Office Box 301550 | Los Angeles | CA | 900301550 | 720564834 | Federal | $51,103 | See Footnote 2, Part IV | ||||
| UGA Research Foundation Inc | |||||||||||
| 279 Williams Street | Athens | GA | 306051746 | 581353149 | State of Georgia | $113,125 | See Footnote 2, Part IV | ||||
| UNC AA | |||||||||||
| PO Box 2446 | Chapel Hill | NC | 27515 | 566058412 | 501(c)(3) | $10,000 | See Footnote 2, Part IV | ||||
| United Technology Research Center | |||||||||||
| Post Office Box 416678 | Boston | MA | 022416678 | 060570975 | $165,414 | See Footnote 2, Part IV | |||||
| United Way of Greater St Louis | |||||||||||
| 910 N 11th Street | Saint Louis | MO | 63101 | 430714167 | 501(c)(3) | $125,000 | See Footnote 2, Part IV | ||||
| United Way of St Joseph County Inc | |||||||||||
| 3517 E Jefferson Blvd | South Bend | IN | 46615 | 351063368 | 501(c)(3) | $25,000 | See Footnote 2, Part IV | ||||
| University of Akron | |||||||||||
| 248 Polsky | Akron | OH | 443250001 | 346002924 | State of Ohio | $9,828 | See Footnote 2, Part IV | ||||
| University of Alabama | |||||||||||
| Post Office Box 870135 | Tuscaloosa | AL | 354870135 | 636001138 | State of Alabama | $23,482 | See Footnote 2, Part IV | ||||
| University of Chicago | |||||||||||
| 6054 South Drexel Avenue | Chicago | IL | 606372612 | 362177139 | 501(c)(3) | $533,085 | See Footnote 2, Part IV | ||||
| University of Houston | |||||||||||
| Post Office Box 988 | Houston | TX | 770010988 | 746001399 | State of Texas | $116,243 | See Footnote 2, Part IV | ||||
| University of Illinois | |||||||||||
| 4th Floor Swanlund Admin Bldg | Champaign | IL | 61820 | 376000511 | State of Illinois | $457,541 | See Footnote 2, Part IV | MC-304 601 E John Street | |||
| University of Kentucky Research Foundation | |||||||||||
| 102 Kinkead Hall | Lexington | KY | 405060057 | 616033693 | State of Kentucky | $22,347 | See Footnote 2, Part IV | ||||
| University of Maryland | |||||||||||
| 4101 Chesapeake Building | College Park | MD | 207420001 | 526002033 | State of Maryland | $8,402 | See Footnote 2, Part IV | ||||
| University of Memphis | |||||||||||
| Post Office Box 1000 Dept 313 | Memphis | TN | 381480001 | 620648618 | State of Tennessee | $136,661 | See Footnote 2, Part IV | ||||
| University of Minnesota | |||||||||||
| Post Office Box 1450 NW5657 | Minneapolis | MN | 554855957 | 416007513 | State of Minnesota | $125,771 | See Footnote 2, Part IV | ||||
| University of Nebraska-Lincoln | |||||||||||
| Post Office Box 830861 | Lincoln | NE | 68583 | 470049123 | State of Nebraska | $30,827 | See Footnote 2, Part IV | ||||
| University of New Mexico | |||||||||||
| 1 University of New Mexico | Albuquerque | NM | 871310001 | 856000642 | State of New Mexico | $82,633 | See Footnote 2, Part IV | MSC01 1245 | |||
| University of North Carolina-Chapel Hill | |||||||||||
| 104 Airport Drive | Chapel Hill | NC | 275991350 | 566001393 | State of North Carol | $52,472 | See Footnote 2, Part IV | Suite 220 CB 1350 | |||
| University of North Carolina-Greensboro | |||||||||||
| Post Office Box 26170 | Greensboro | NC | 274026170 | 566001468 | State of North Carol | $17,407 | See Footnote 2, Part IV | ||||
| University of Northern Iowa | |||||||||||
| Office of Business Operations | Cedar Falls | IA | 506140001 | 426004333 | State of Iowa | $21,600 | See Footnote 2, Part IV | ||||
| University of Oregon | |||||||||||
| Post Office Box 3237 | Eugene | OR | 974030237 | 481278531 | State of Oregon | $32,763 | See Footnote 2, Part IV | ||||
| University of St Thomas | |||||||||||
| 2115 Summit Ave Mail Dev | St Paul | MN | 55105 | 410693970 | 501(c)(3) | $11,000 | See Footnote 2, Part IV | ||||
| University of Tennessee | |||||||||||
| 210 Student Services Building | Knoxville | TN | 379960001 | 626001636 | State of Tennessee | $310,378 | See Footnote 2, Part IV | ||||
| University of Texas at Austin | |||||||||||
| Post Office Box 7159 | Austin | TX | 787137159 | 746000203 | State of Texas | $271,000 | See Footnote 2, Part IV | ||||
| University of Texas Dallas | |||||||||||
| 800 West Campbell Road | Richardson | TX | 750803021 | 751305566 | State of Texas | $714,820 | See Footnote 2, Part IV | ||||
| University of Toledo | |||||||||||
| 2801 W Bancroft | Toledo | OH | 436063390 | 346401483 | State of Ohio | $30,825 | See Footnote 2, Part IV | ||||
| University of Utah | |||||||||||
| 201 Presidents Circle Room 406 | Salt Lake City | UT | 841129020 | 876000525 | State of Utah | $417,519 | See Footnote 2, Part IV | ||||
| University of Virginia | |||||||||||
| Post Office Box 400195 | Charlottesville | VA | 229044195 | 546001796 | State of Virginia | $135,595 | See Footnote 2, Part IV | ||||
| University of Washington | |||||||||||
| Gerberding Hall G80 Box 351202 | Seattle | WA | 98195 | 916001537 | State of Washington | $66,487 | See Footnote 2, Part IV | ||||
| University of Wyoming | |||||||||||
| Post Office Box 3355 | Laramie | WY | 82071 | 836000331 | State of Wyoming | $53,539 | See Footnote 2, Part IV | ||||
| Virginia Tech | |||||||||||
| 227 Burrus Hall | Blacksburg | VA | 240610001 | 546001805 | State of Virginia | $41,535 | See Footnote 2, Part IV | ||||
| Wallin Education Partners | |||||||||||
| 5200 Willson Road | Minneapolis | MN | 55424 | 208505156 | 501(c)(3) | $100,000 | See Footnote 2, Part IV | ||||
| WNIT Public Television | |||||||||||
| 300 W Jefferson | South Bend | IN | 46601 | 351155594 | 501(c)(3) | $22,100 | See Footnote 2, Part IV | ||||
| Women's Care Center | |||||||||||
| 360 North Notre Dame Avenue | South Bend | IN | 46617 | 351609945 | 501(c)(3) | $160,000 | See Footnote 2, Part IV | ||||
| Wright State University | |||||||||||
| 3640 Colonel Glenn Highway | Dayton | OH | 454350002 | 310732831 | State of Ohio | $123,910 | See Footnote 2, Part IV | ||||
| David M Schwarz Architects Charitable Foundation Inc | |||||||||||
| 8601 Georgia Avenue Suite 1001 | Silver Spring | MD | 20910 | 261125220 | 501(C)(3) | $200,000 | SEE FOOTNOTE 2, PART IV | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 144 | Total501c3OrgCnt |
| Total Other Org | 10 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Tuition Scholarships, Fellowships, and Room and Board Discounts | 7731 | $250,308,190 |
| Athletics Grant-in-Aid | 350 | $1,280,267 |
| Housing and Other Assistance | 426 | $498,631 |
| Prizes and Awards | 1016 | $1,535,704 |
| Research/Travel Grant | 3576 | $3,685,038 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 Explanation of procedures for monitoring the use of grant funds | All grants made for research activities are initiated by a formal sub-contract executed by both parties. The terms and conditions of each grant contain all the guidelines for invoicing, billing, record retention, audits, etc. Research and Sponsored Programs Accounting ("RSPA") and the Notre Dame Research Office work in tandem to ensure the guidelines are adhered to. Almost all 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 assistance | Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John F Affleck-Graves PhD | ||||||||||||||
| Executive VP & Trustee | $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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part II Compensation of the Congregation of Holy Cross, United States Province, Inc. | a. There are amounts listed on Form 990, Part VII, in Columns D-F , as well as the amounts listed on Schedule J, Part II, Columns B-F for members of the Holy Cross religious order (Fr. John Jenkins, Fr. 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 travel | Type of benefit (First class travel): Air travel other than coach class (typically business class) is allowed for travel to Alaska, Hawaii and destinations outside North America, or for necessary medical reasons (accompanied by appropriate supporting documentation), if the situation warrants it and with approval from a Dean or President's Leadership Council Member. Type of benefit (Charter travel): Travel on the University plane or other plane leased by the University requires approval by the President's Office. Recipients of the benefit and tax treatment: First class air travel and charter travel was provided to 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 companions | Type of benefit: Spouses of University employees are occasionally asked to travel on University business. Spousal travel reimbursement by the University requires approval by a Dean or President's Leadership Council Member or their authorized representative, and if the business purpose of the spousal travel is not properly documented, it is treated as taxable compensation to the employee. Recipients of the benefit and tax treatment: Travel for companions was provided to 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 payments | Type of benefit: Tax indemnification and gross-up payments may occasionally be provided to University employees . Recipients of the benefit and tax treatment: A gross-up payment was provided to 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 use | Type 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 fees | Type of benefit: Social club dues are occasionally paid on behalf of employees of the University, and these dues are added to the individual's income to reflect personal use (as reported on an annual basis). Recipients of the benefit and tax treatment: Social club dues were provided to 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 payment | a(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 plan | John Affleck-Graves, Executive Vice President, Thomas Burish, Provost, John W. Swarbrick, Athletic Director, Scott Malpass, Vice President and Chief Investment Officer, and Michael Donovan, Managing Director for Private Capital Investments participated in nonqualified deferred compensation arrangements under Internal Revenue Code Section 457(f) during calendar 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 organization | a(i)-Scott Malpass, Vice President and Chief Investment Officer received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Malpass received $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Joseph County Indiana | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 356000194 | BondIssuerEIN |
| CUSIP | 79061ABK2 | CUSIPNum |
| Bond Issued | 2009-09-30 | BondIssuedDt |
| Issue Price | $153,953,342 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $153,953,386 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $953,386 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $153,000,000 | OtherSpentProceedsAmt |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (true) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (true) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (true) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (true) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.0005 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0004 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0009 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I General | On February 5, 2015, the University fully redeemed the outstanding St. Joseph County, Indiana Educational Facilities Variable Rate Revenue Bonds, Series 2003, Series 2005, and Series 2007 with proceeds from the Series 2015 Taxable Fixed Rate Bonds. These refunded bonds are no longer outstanding as of the end of the tax year, and are no longer reported on Form 990 Schedule K. 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 Purpose | Total issue price of $153,953,341.65, comprised of an original issue premium of $7,388,341.65 and principal amount of $146,565,000 St. Joseph County, Indiana Educational Facilities Refunding Revenue Bonds, Series 2009 issued on September 30, 2009. Bond proceeds were used to refund the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 1998 dated October 1, 1998 and ($110,000,000 of) the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2005 dated December 8, 2005. The University continues to evaluate and quantify any private business use related to the original Series 2005 projects as reported in Part III of Form 990 Schedule K. Details of the refunded Series 2005 Bonds (of which a portion are outstanding in the Series 2009 Bonds) are as follows: $185,000,000 St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2005 were originally issued on December 8, 2005, with CUSIP number 79061ABA4. $110,000,000 of the Series 2005 Bonds were refunded by the St. Joseph County Series 2009 Bonds. $75,000,000 of the Series 2005 Bonds were converted from a weekly rate period to a term rate period commencing November 6, 2008, with a new CUSIP number 79061ABF3. On February 5, 2015, the remaining $75,000,000 Series 2005 Bonds were fully redeemed with taxable debt through the issuance of the Series 2015 Taxable Fixed Rate Bonds. Series 2005 Bond proceeds were originally used to refund the Indiana Health and Educational Facility Financing Authority Educational Facilities Revenue Bonds, Series 1995 dated August 9, 1995, to refund the St. Joseph County, Indiana Educational Facilities Revenue Bonds, Series 1996 dated September 12, 1996, and to refund a portion of the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2002 dated March 5, 2002. Proceeds were also utilized to finance and reimburse a portion of the costs of various campus improvements. Those improvements include (i) the construction of new roads along the south and east boundaries of the University's campus and the realignment of Angela Boulevard, Edison Road and Ivy Road in connection therewith, and the closing of Juniper Road, (ii) renovation and improvements to the Student Health Center, (iii) repair and regilding of the dome on top of the Administration Building, (iv) renovation and improvements to laboratory facilities within the Galvin Life Science Building, and (v) general construction and renovation projects. |
| Schedule K, Part II, Line 3 Total proceeds of issue | Amount reported on Line 3 of $153,953,386 includes investment earnings and as a result, does not agree to issue price listed on Part I. The Series 2009 Bonds refunded the Series 1998 Bonds ($43,000,000) and a portion of the Series 2005 Bonds ($110,000,000 of $185,000,000). This amount reported includes the original issue price of $153,953,341.65 (including the original issue premium of $7,388,341.65, a portion of which is amortized each year) plus investment earnings of $44.66. |
| Schedule K, Part II, Line 10 Capital expenditures from proceeds | Series 2009 was a refunding issue that did not fund capital expenditures. |
| Schedule K, Part II, Line 11 Other spent proceeds | Amount reported represents the refunded Series 1998 Bonds ($43,000,000)and the portion of refunded Series 2005 Bonds ($110,000,000). |
| Schedule K, Part II, Line 13 Year of substantial completion | The Series 2009 Bonds only refunded previous issues and did not finance capital expenditures. Therefore, response was left blank. As a point of reference, the 'Year of substantial completion' for the Series 2005 Bonds was 2010. |
| Schedule K, Part II, Line 16 Final allocation of proceeds | The Series 2009 Bonds only refunded previous issues and did not finance capital expenditures. Therefore, response was indicated as "NO". The final allocation for the Series 2005 Bonds has been made by the University. |
| Schedule K, Part III, Line 2 Private Business Use - Lease Arrangements | The Series 2009 Bonds refunded the Series 1998 Bonds and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds. |
| Schedule K, Part III, Line 3b Private Business Use | Internal General Counsel routinely reviews agreements and External counsel is engaged when appropriate to review agreements. |
| Schedule K, Part III, Line 3d Private Business Use | Internal General Counsel routinely reviews agreements and External counsel is engaged when appropriate to review agreements. |
| Schedule K, Part III, Line 4 Private Business Use Percentage | The University reported the private business use percentages in Part III of Schedule K after reviewing the private business activity on campus. The University's intent upon issuance of the bonds was that equity contributions would first be allocated to any potential private business use in the financed facilities. The University financed a number of infrastructure/renovation projects that met the criteria as Qualified Improvement Exceptions. The Series 2009 Bonds refunded the Series 1998 and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. 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 Percentage | The University reported the private business use percentages in Part III of Schedule K after reviewing the private business activity on campus. The University's intent upon issuance of the bonds was that equity contributions would first be allocated to any potential private business use in the financed facilities. The University financed a number of infrastructure/renovation projects that met the criteria as Qualified Improvement Exceptions. The Series 2009 Bonds refunded the Series 1998 and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds. |
| Schedule K, Part IV, Line 2a Arbitrage | The Series 2009 Bonds refunded the University's Series 1998 Bonds and a portion of the Series 2005 Bonds. The Series 1998 Bonds met the spend-down requirement, thereby qualifying for an exception to rebate. The Series 2005 Bonds also qualified for an exception to rebate based on meeting the spend-down requirement. |
| Schedule K, Part IV, Line 2b Arbitrage | The Series 2009 Bonds refunded the University's Series 1998 Bonds and a portion of the Series 2005 Bonds. The Series 1998 Bonds met the spend-down requirement, thereby qualifying for an exception to rebate. The Series 2005 Bonds also qualified for an exception to rebate based on meeting the spend-down requirement. |
| Schedule K, Part IV, Line 2c Arbitrage | The Series 2009 Bonds refunded the University's Series 1998 Bonds and a portion of the Series 2005 Bonds. The Series 1998 Bonds met the spend-down requirement, thereby qualifying for an exception to rebate. The Series 2005 Bonds also qualified for an exception to rebate based on meeting the spend-down requirement. |
| Schedule K, Part III, Line 3a Private Business Use - Management or Service Contracts | The Series 2009 Bonds refunded the Series 1998 Bonds and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds. |
| Schedule K, Part III, Line 3c Private Business Use - Research Agreements | The Series 2009 Bonds refunded the Series 1998 Bonds and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | Employees | RelationshipWithOrgTxt |
| Cash Grant | $236,665 | CashGrantAmt |
| Type Of Assistance | Qualified tuition reduction | TypeOfAssistanceTxt |
| Assistance Purpose | Financial aid | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Pamela Burish | |||
| Spouse of Officer/Trustee Thomas Burish | $42,578 | Compensation 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 | $24,947 | Compensation from University to Mr. Daniel Nussbaum as a Regional Development Associate Director. | false |
| Alexander John Sejdinaj | |||
| Son of Former Officer John A. Sejdinaj | $32,811 | Compensation 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 | $263,878 | Salary paid to a University employee who is a family member of a substantial contributor | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 875 | ContributionCnt |
| Noncash Contributions Rpt F990 | $101,057,387 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling cost | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,466,386 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling cost | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,356,285 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment | 2 | $0 | NONE |
| Yes (X) | Other | 1178 | $0 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 20 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I Column (b) | The amounts shown for "Number of contributions or items contributed" represent number of contributions, not the number of items contributed. |
| Schedule M, Part I, Line 33 Column (c) Explanation | Other than for gifted securities, the University's policy is to record as revenue only those non-cash contributions in excess of one million dollars, if supported by an appraisal from qualified third party. For gifted securities, the University records the proceeds received upon liquidation, broken down between contribution (for the value at date of gift) and gain or loss (for the difference between contribution and proceeds). For gifted securities of closely held stock, the University records a token value of one dollar, unless furnished with an appraisal from a qualified third party appraiser. However, the University will record liquidation proceeds for closely held stock if the University can obtain confirmation from the company that the company will purchase the shares at a specified price in the near future. |
| Schedule M, Part I, Line 15 Method of determining noncash contribution amounts | Two 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 contributions | As 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 Officers | The Compensation Committee of the Board of Trustees develops, in conjunction with the President, Executive Vice President, and Vice President of Human Resources, an overall Total Reward Philosophy for Key Employees, which supports the University's overall mission, and shall recommend such Total Reward Philosophy to the Board for approval. The Committee acts on behalf of the Board to implement the executive compensation policy, approve executive compensation levels, adopt a benefit and perquisite policy, and justify reasonable compensation paid to the President, Executive Vice President, and Provost of the University, and other persons who are "disqualified persons" under Internal Revenue Code Section 4958 (intermediate sanctions). The Committee researches competitive and reasonable annual base salary levels, annual incentive plans, executive benefit plans, welfare benefits and supplemental benefits of the named executives and other key individuals. Upon completion of the research, the Committee approves the specific levels and amounts of total rewards that will be paid to, or provided for the benefit of, the named executives and other key individuals. The Committee examines the reasonableness of compensation levels. In so doing, the Committee assesses the nature and scope of the position by reviewing the basis on which compensation was paid. This includes a review of compensation for, but not limited to, exceptional performance, additional duties, and/or the unique background, experiences, personal skills and the abilities of the executive, as well as special challenges facing the University that require the use of such attributes or skills. The Committee's evaluation includes valid market data provided by an independent third party consultant that details each compensation component and the total package in light of the University's executive compensation philosophy. The Committee conducts such examination to be able to establish a presumption under Section 4958 that the total reward package offered to "disqualified persons" is reasonable. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Thomas 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 body | After internal review of the completed Form 990 and external review by the University's outside tax accountants (PricewaterhouseCoopers), the return is presented to the University's Tax Strategy Committee, which includes University officers (Executive Vice President, Vice President for Finance and General Counsel), the Chief Audit Executive, the Controller and members of his tax and compliance staff, and PricewaterhouseCoopers. Following this internal process, the return is presented for review to the Audit Committee of the Board of Trustees, who review the return and discuss it at a meeting prior to filing the return. Upon completion of their review, it is provided to the full Board of Trustees, also prior to the filing of the return. |
| Form 990, Part VI, Line 12c Conflict of interest policy | All faculty, staff and students who are in a position to influence or commit resources of the University of Notre Dame are considered "members" who must complete and submit on no less than an annual basis a Conflict of Interest Disclosure Survey. Such surveys are evaluated by the appropriate "Reviewer". Each member's Reviewer depends on whether they are faculty, staff, department chair, or dean but ultimately all actual, potential, and perceived conflicts of interest are reviewed by the University Conflicts Committee. The Reviewer determines whether an actual, potential, or perceived conflict of interest exists and makes a recommendation to the University Conflicts Committee as to what conditions or restrictions, if any, should be imposed by the University to manage, reduce, or eliminate such conflicts. The Reviewer, with input from the member if needed develops a Management Plan for submission to the University Conflicts Committee. The University Conflicts Committee then makes a decision regarding disposition of a disclosure based on the Reviewer's recommendation, the details regarding the Member's actual, potential, or perceived conflict of interest, and the proposed Management Plan. Members of the University's Board of Trustees are governed by a separate conflict of interest policy and must disclose all financial interests and material facts pertinent to any potential conflict on their annual Conflict of Interest statement (or whenever potential conflicts arise) to the Audit Committee of the Board. This policy is coordinated, administered, reviewed, and monitored by the University's internal Audit & Advisory Services department. After any discussion or presentation of the financial interests and material facts to the Audit Committee, the individual must recuse himself/herself during the discussion of, and voting on, the potential conflict. The Audit Committee shall assess whether the potential conflict is reasonable and the result of arms-length negotiation conforming to the University's written policies, as well as if the action furthers the University's charitable purposes and is in the best interests of the University. The Chairman of the Audit Committee shall, if appropriate, appoint a disinterested person or Committee to investigate alternatives to the proposed transaction or arrangement. Should the Audit Committee have reason to believe a Trustee-member has failed to disclose all financial interests and material facts pertinent to a potential conflict of interest, it shall inform the individual of such, and afford the individual the opportunity to further explain all interests and facts pertinent to the potential conflict. If it is determined that an individual has not disclosed all financial interests and material facts pertinent to an actual or potential conflict of interest, corrective action shall be taken as deemed appropriate. The minutes of any meeting of the University's Board of Trustees or other governing board of the University considering a conflict of interest including committees and sub-committees of such boards, shall include the names of those present for discussion and voting, as well as those recused from the discussion and voting, on any transaction, arrangement, relationship, or other action involving a potential conflict of interest. |
| Form 990, Part VI, Line 19 Required documents available to the public | The University makes its governing documents (https://www.nd.edu/assets/docs/bylaws.pdf, https://www.nd.edu/assets/docs/statutes.pdf) and financial statements (http://controller.nd.edu/annual - reports/) available to the public on the University's website. Notre Dame makes its conflict of interest policy that applies to all employees available to the public by posting it on the University's website (http://generalcounsel.nd.edu/conflict-of-interest-policy). This information, as well as copies of Form 990 and Form 990 - T, is also available upon request. Form 990 is also available on the charity websites Guidestar (http://www2.guidestar.org/) and Charity Navigator (www.charitynavigator.org/) . Notre Dame does not make its trustees' conflict of interest policy available to the public . |
| Form 990, Part VII, Section A, Line 5 Compensation from an Unrelated Organization | a) The current head football coach is permitted to receive compensation from external sources with prior written approval from the University. The University is not a party to any agreements between the coach and any third party for the payment of compensation to the coach, and the coach does not provide services to the University as a result of any such agreements. Therefore, any external income that the coach may receive is not reported for purposes of the University's response to the question raised on Form 990 Part VII Line 5. b) Other reportable compensation: Name: Michael P. Brey Unrelated Organization: Play by Play Sports Type: Cash Compensation: $1,150,000 Name: Muffet McGraw Unrelated Organization: Play by Play Sports Type: Cash Compensation: $300,000 |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | All other program service revenue - Total Revenue: 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 Revenue | All 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 balances | Net 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 Mission | The University of Notre Dame is a Catholic academic community of higher learning, animated from its origins by the Congregation of Holy Cross. The University is dedicated to the pursuit and sharing of truth for its own sake. As a Catholic university, one of its distinctive goals is to provide a forum where, through free inquiry and open discussion, the various lines of Catholic thought may intersect with all the forms of knowledge found in the arts, sciences, professions, and every other area of human scholarship and creativity. The intellectual interchange essential to a university requires, and is enriched by, the presence and voices of diverse scholars and students. The Catholic identity of the University depends upon, and is nurtured by, the continuing presence of a predominant number of Catholic intellectuals. This ideal has been consistently maintained by the University leadership throughout its history. What the University asks of all its scholars and students, however, is not a particular creedal affiliation, but a respect for the objectives of Notre Dame and a willingness to enter into the conversation that gives it life and character. Therefore, the University insists upon academic freedom that makes open discussion and inquiry possible. The University prides itself on being an environment of teaching and learning that fosters the development in its students of those disciplined habits of mind, body, and spirit that characterize educated, skilled, and free human beings. In addition, the University seeks to cultivate in its students not only an appreciation for the great achievements of human beings but also a disciplined sensibility to the poverty, injustice and oppression that burden the lives of so many. The aim is to create a sense of human solidarity and concern for the common good that will bear fruit as learning becomes service to justice. Notre Dame also has a responsibility to advance knowledge in a search for truth through original inquiry and publication. This responsibility engages the faculty and students in all areas of the University, but particularly in graduate and professional education and research. The University is committed to constructive and critical engagement with the whole of human culture. The University encourages a way of living consonant with a Christian community and manifest in prayer, liturgy and service. Residential life endeavors to develop that sense of community and of responsibility that prepares students for subsequent leadership in building a society that is at once more human and more divine. Notre Dame's character as a Catholic academic community presupposes that no genuine search for the truth in the human or the cosmic order is alien to the life of faith. The University welcomes all areas of scholarly activity as consonant with its mission, subject to appropriate critical refinement. There is, however, a special obligation and opportunity, specifically as a Catholic university, to pursue the religious dimensions of all human learning. Only thus can Catholic intellectual life in all disciplines be animated and fostered and a proper community of scholarly religious discourse be established. In all dimensions of the University, Notre Dame pursues its objectives through the formation of an authentic human community graced by the Spirit of Christ. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|
| BCMR Feeder-TE GP LLC | ||||||||||
| 518 17th Street | Suite 1700 | Denver | CO | 802024130 | Feeder fund | DE | $6,608 | $186,629 | University of Notre Dame du Lac | |
| Dynamo Brasil III LLC | ||||||||||
| Corporation Trust Center | 1209 Orange St | Wilmington | DE | 19801 | Investments | DE | $0 | $73,731,315 | University of Notre Dame du Lac | |
| ND Properties I LLC | ||||||||||
| Controllers Office | 731 Grace Hall | Notre Dame | IN | 46556 | Rental real estate | IN | $0 | $12,782,668 | University of Notre Dame du Lac | 271677880 |
| NDI Gateway LLC | ||||||||||
| 203 Main Building | Notre Dame | IN | 46656 | Foreign educational activities | IN | $0 | $0 | University of Notre Dame du Lac | 472320410 | |
| Santa Fe Interests LLC | ||||||||||
| 300 Park Blvd | Suite 201 | Itasca | IL | 60143 | Rental real estate | DE | $0 | $49,856,291 | University of Notre Dame du Lac | 203977995 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Association of Notre Dame Clubs Inc | |||||||||||||||||
| Controllers Office | 731 Grace Hall | Notre Dame | IN | 46556 | 311050144 | Alumni association | IN | 501(c)(3 | Type III-FI | University of Notre Dame du Lac | Yes (true) | ||||||
| Fundacion University of Notre Dame Chile | |||||||||||||||||
| Study abroad program | 501(c)(3 | University of Notre Dame du Lac | Yes (true) | Av Vicuna Mackenna 4860 | Macul Programas Internacionales | Santiago | CI | CI | |||||||||
| The University of Notre Dame (USA) in England | |||||||||||||||||
| Study abroad program | 501(c)(3 | University of Notre Dame du Lac | Yes (true) | 1 Suffolk Street | London | UK | UK | SW1Y 4HG | |||||||||
| University of Notre Dame du Lac Gillen Foundation | |||||||||||||||||
| Controllers Office | 731 Grace hall | Notre Dame | IN | 46556 | 237125378 | Research facility operations | MI | 501(c)(3 | Type I | University of Notre Dame du Lac | Yes (true) | ||||||
| Voice of the Fighting Irish Inc | |||||||||||||||||
| Controllers Office | 731 Grace Hall | Notre Dame | IN | 46556 | 311135580 | Radio station | IN | 501(c)(3 | Type I | University of Notre Dame du Lac | Yes (true) | ||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IPND Leverage Lender LLC | |||||||||||||
| Controllers Office | 724 Grace Hall | Notre Dame | IN | 46556 | 271678084 | Finance | IN | University of Notre Dame du Lac | Excluded | $464,327 | $14,154,232 | false | Yes (true) |
| Magna NYC Co-Investment LP | |||||||||||||
| 300 Centerville Road | Suite 300 East | Warwick | RI | 02886 | 261523052 | Real estate investment | DE | GP Magna NYC Co-Investment LLC | Excluded | $1,713,556 | $20,809,012 | false | false |
| Merit Energy Partners VIII LP | |||||||||||||
| 13727 Noel Rd | Suite 1200 | Dallas | TX | 75240 | 752530212 | Direct energy investments | DE | Merit Partners LP | Excluded | $62,327,678 | $111,837,549 | false | false |
| Qiming II Investor Holdings LLC | |||||||||||||
| 11400 SE 6th Street | Suite 100 | Bellevue | WA | 98004 | 270464551 | Feeder fund | WA | University of Notre Dame du Lac | Excluded | $581,222 | $3,912,509 | false | Yes (true) |
| Thor Palmer House Co-Investor LP | |||||||||||||
| 25 West 39th Street | 11th Floor | New York | NY | 10018 | 203283109 | Real estate investment | DE | Thor Palmer House Co-Investor GP LLC | Excluded | -$1,147,615 | $50,079,558 | false | false |
| Catholic Endowment Fund LP | |||||||||||||
| 200 State Street | 14th Floor | Boston | MA | 02109 | 611739249 | Investments | DE | Catholic Investment Services Inc | Excluded | $1,205,570 | $97,603,966 | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Legal Domicile StateLegalDomicileStateCd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BCMR Feeder-TE LP | |||||||||||||||||||
| 518 17th Street | Suite 1700 | Denver | CO | 80202 | 980582629 | Feeder fund | CA | University of Notre Dame du Lac | C Corporation | -$566,032 | $19,898,561 | Yes (true) | |||||||
| Bradley-DeBartolo Inc | |||||||||||||||||||
| Controllers Office | 731 Grace Hall | Notre Dame | IN | 46556 | 341765932 | Real estate owner/lessor | University of Notre Dame du Lac | C Corporation | $2,811,704 | $0 | Yes (true) | OH | |||||||
| Kingdom Ridge Capital Fund Ltd | |||||||||||||||||||
| 81 Main Street | Suite 209 | White Plains | NY | 10601 | Feeder fund | CJ | University of Notre Dame du Lac | C Corporation | -$2,893,264 | $79,233,530 | Yes (true) | ||||||||
| Sessa Capital (International) Ltd | |||||||||||||||||||
| Investments | CJ | University of Notre Dame du Lac | C Corporation | -$440,952 | $50,670,725 | Yes (true) | c/o Intertrust Corp Svcs Cayman LTD | 190 Elgin Ave | George Town | Grand Cayman | CJ | E9 KYI9005 | |||||||
| Sorin Management Ltd | |||||||||||||||||||
| Investments | MP | University of Notre Dame du Lac | C Corporation | $595,497 | $36,905,561 | Yes (true) | c/o Apex Fund Services Ltd 4th Fl | Raffles Tower 19 Cyber City | Ebene | MP | |||||||||
| TDR Capital II C Holdings LP | |||||||||||||||||||
| 980648852 | Feeder fund | UK | University of Notre Dame du Lac | C Corporation | $5,742,290 | $36,643,479 | Yes (true) | 50 Lothian Rd | Festival Square | Edinburgh | UK | EH3 9WJ | |||||||
| Tegean Offshore Fund Ltd | |||||||||||||||||||
| Feeder fund | CJ | University of Notre Dame du Lac | C Corporation | $44,241 | $100,543,641 | Yes (true) | |||||||||||||
| Charitable remainder trusts (53) | |||||||||||||||||||
| Split-interest trusts in which Notre Dame is trustee and remainder beneficiary | University of Notre Dame du Lac | Trust | false | IN | |||||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BCMR Feeder-TE LP | ||
| B | $2,778,159 | Funding provided |
| BCMR Feeder-TE LP | ||
| S | $654,211 | Amount received |
| Magna NYC Co-Investment LP | ||
| S | $4,415,828 | Amount received |
| Merit Energy Partners VIII LP | ||
| S | $41,580,000 | Amount received |
| Qiming II Investor Holdings LLC | ||
| S | $367,190 | Amount received |
| TDR Capital II C Holdings LP | ||
| S | $6,458,565 | Amount received |
| Thor Palmer House Co-Investor LP | ||
| S | $3,298,213 | Amount received |
| Catholic Endowment Fund LP | ||
| B | $100,000,000 | Funding provided |
| Fundacion University of Notre Dame Chile | ||
| B | $393,751 | Funding provided |
| The University of Notre Dame (USA) in England | ||
| B | $6,441,641 | Funding provided/Expenses Incurred |
| The University of Notre Dame (USA) in England | ||
| R | $5,178,777 | Remittance of revenues collected on behalf of organization |
| Charitable remainder trust (1) | ||
| S | $201,174 | Remainder interest received |
| Sorin Management Ltd | ||
| S | $17,469,688 | Amount received |
| Sorin Management Ltd | ||
| B | $105,284 | Funding provided |
| University of Notre Dame Gillen Foundation | ||
| B | $596,094 | Funding provided |
| Voice of the Fighting Irish Inc | ||
| B | $80,583 | Funding provided |
| IPND Leverage Lender LLC | ||
| S | $125,609 | Amount received |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Notre Dame du Lac | |||||||||||||||
| Controllers Office 724 Grace Hall | Notre Dame | IN | 46556 | 350868188 | Yes (X) | $0 | $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 Hall | Notre Dame | IN | 46556 | 237125378 | $0 | $0 | $0 | $669,623 | $669,623 | $125,443 | $31,361 | $0 | $0 | $0 | |
| Voice of the Fighting Irish Inc | |||||||||||||||
| Controllers Office 724 Grace Hall | Notre Dame | IN | 46556 | 311135580 | $0 | $0 | $0 | $85,973 | $85,973 | $17,195 | $4,299 | $0 | $0 | $0 | |