2016-05-12T15:02:50-05:00 2015-06-30 134008342 Pricewaterhousecoopers LLP 600 13th Street NW Suite 1000 Washington DC 20005 990 2014-07-01 350868188 University of Notre Dame du Lac UNIV 5746313288 Controllers Office 724 Grace Hall Notre Dame IN 46556 John Affleck-Graves Executive Vice President 2016-05-11 true P00369623 2024141000 2014 2016-08-17 19:52:53Z Rev John I Jenkins CSC Controllers Office 724 Grace Hall Notre Dame IN 46556 4743347488 false 5067 X www.nd.edu X 1844 IN See Schedule O 48 45 18166 2309 34400171 0 512128943 576997138 792553312 832670150 652460924 757141244 17153268 17483613 1974296447 2184292145 266671858 282997526 0 0 613037206 635675665 0 0 38940566 402914982 438095597 1282624046 1356768788 691672401 827523357 11919446599 12993657716 2058140599 2318848413 9861306000 10674809303 See Schedule O false false 646545594 250478831 561551213 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. 227076295 5595906 252879545 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. 115346775 20647637 8439901 Research - University researchers administered more than 800 awards for studies based within the disciplines of engineering, science and humanities. 96684714 298301 13179455 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. 27550271 5976851 6042346 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. 124234985 6275152 19221801 1113203649 true true false true false true false true true true true true false false true false false true true true true true true false true true false true true true true false false false false false false true true true true true true false false true true true true false false true 17462 0 true 18166 true true true true EI IS MX IT FR CI UK MP KE BR false false false true true true 3 false false false false false false X 48 45 true false false false false false false true true false false true true true true true true true true true true CA IN OK X Andrew Paluf 5746313288 Controllers Office 724 Grace Hall Notre Dame IN 46556 John F Affleck-Graves PhD Executive VP & Trustee 40.00 1.00 X X 1412972 0 162094 Thomas G Burish PhD Provost & Trustee 40.00 0 X X 460217 0 322908 Rev John I Jenkins CSC PhD President & Trustee 40.00 1.00 X X 749012 0 256536 Rev Jose E Ahumada F CSC Trustee 2.00 0 X 0 0 0 Carlos J Betancourt Trustee 2.00 0 X 0 0 0 John J Brennan Trustee 2.00 0 X 0 0 0 Stephen J Brogan Trustee 2.00 0 X 0 0 0 Katie Washington Cole Trustee 2.00 0 X 0 0 0 Robert Costa Trustee 2.00 0 X 0 0 0 Scott S Cowen Trustee 2.00 0 X 0 0 0 Thomas J Crotty Trustee 2.00 0 X 0 0 0 Karen McCartan DeSantis Trustee 2.00 0 X 0 0 0 James J Dunne III Trustee 2.00 0 X 0 0 0 James F Flaherty III Trustee 2.00 0 X 0 0 0 Celeste Volz Ford Trustee 2.00 0 X 0 0 0 Stephanie A Gallo Trustee 2.00 0 X 0 0 0 William M Goodyear Trustee 2.00 0 X 0 0 0 Nancy M Haegel Trustee 2.00 0 X 0 0 0 Enrique Hernandez Jr Trustee 2.00 0 X 0 0 0 Carol Hank Hoffmann Trustee 2.00 0 X 0 0 0 Most Rev Daniel R Jenky CSC DD Trustee 2.00 0 X 0 0 0 John W Jordan II Trustee 2.00 0 X 0 0 0 Rev James B King CSC Director of Campus Ministry & Trustee 40.00 0 X 97812 0 15330 Hon Diana Lewis Trustee 2.00 0 X 0 0 0 Thomas G Maheras Trustee 2.00 0 X 0 0 0 Andrew J McKenna Jr Trustee 2.00 0 X 0 0 0 Fergal Naughton Trustee 2.00 0 X 0 0 0 Richard C Notebaert Trustee 2.00 0 X 0 0 0 Richard A Nussbaum II Trustee 2.00 0 X 0 0 0 Rev Thomas J O'Hara CSC Trustee 2.00 0 X 0 0 0 Rev Gerard J Olinger CSC Trustee 2.00 0 X 0 0 0 Joseph I O'Neill III Trustee 2.00 0 X 0 0 0 Tim H O'Neill Trustee 2.00 0 X 0 0 0 Cindy K Parseghian Trustee 2.00 0 X 0 0 0 J Christopher Reyes Trustee 2.00 0 X 0 0 0 Martin W Rodgers Trustee 2.00 0 X 0 0 0 James E Rohr Trustee 2.00 0 X 0 0 0 Phillip B Rooney Trustee 2.00 0 X 0 0 0 Shayla Keough Rumely Trustee 2.00 0 X 0 0 0 Rev Timothy R Scully CSC Professor & Trustee 40.00 0 X 181992 0 15330 William J Shaw Trustee 2.00 0 X 0 0 0 Phyllis W Stone Trustee 2.00 0 X 0 0 0 Timothy F Sutherland Trustee 2.00 0 X 0 0 0 Anne E Thompson Trustee 2.00 0 X 0 0 0 Sara Martinez Tucker Trustee 2.00 0 X 0 0 0 Roderick K West Trustee 2.00 0 X 0 0 0 Hon Ann Claire Williams Trustee 2.00 0 X 0 0 0 James P Zavertnik Trustee 2.00 0 X 0 0 0 Marianne Corr JD VP & General Counsel 40.00 1.00 X 500379 0 35378 Scott C Malpass MBA VP & Chief Investment Officer 40.00 0 X 3906277 0 1450008 John B Swarbrick Jr Athletic Director 40.00 0 X 1293883 0 311187 Michael P Brey Head Coach, Basketball 40.00 0 X 918793 0 51384 Michael D Donovan MBA JD Managing Director, Invest. 40.00 0 X 1697559 0 622746 Brian Kelly Head Coach, Football 40.00 0 X 1573156 0 51574 Muffet McGraw Head Coach, Basketball 40.00 0 X 1331052 0 46344 Brian VanGorder Asst. Coach/Coordinator, Football 40.00 0 X 1054673 0 51483 Charles J Weis Former Head Coach, Football 0.00 0 X 2054744 0 0 Robert J Bernhard PhD VP for Research 40.00 0 X 362947 0 45111 Christine M Maziar PhD VP & Senior Assoc. Provost 40.00 0 X 352348 0 34715 Louis M Nanni MA VP for University Relations 40.00 0 X 616672 0 54074 John A Sejdinaj MBA CCM VP for Finance 40.00 0 X 408675 0 45172 18973164 0 3571374 1010 true true true Barton Malow Company 26500 American Drive Southfield MI 48034 Construction 22703337 Shiel Sexton Company Inc 902 North Capitol Avenue Indianapolis IN 46204 Construction 14905204 Take Care Employer Solutions Post Office Box 402142 Atlanta GA 30384 Medical 7541821 Ziolkowski Construction Inc 4050 Ralph Jones Drive South Bend IN 46628 Construction 7380819 JJ White Incorporated 1904 N Kenmore St South Bend IN 46628 Construction 6025067 185 X 0 0 622194 0 86258879 490116065 108880058 576997138 Student tuition and fees 611310 543928766 543928766 0 0 Auxiliary enterprises 611710 250584399 244318032 6266367 0 Research contracts (gov't and non-gov"t) 611310 8105772 7466356 639416 0 Educational programs 900099 19072531 18902716 169815 0 Student services 611710 3143801 3143801 0 0 7834881 7834881 0 0 832670150 139039942 0 26743720 112296222 0 0 0 0 7385444 0 0 7385444 12345125 0 11550210 0 794915 0 794915 0 0 794915 3164064000 1030491 2546800802 192387 617263198 838104 618101302 0 0 618101302 313540 622194 510762 -197222 0 -197222 79348 1182 78166 0 0 78166 0 0 0 0 0 0 Alumni Association 900099 3029626 2448773 580853 0 6392684 6392684 0 0 9422310 2184292145 834436009 34400171 738458827 20006672 20006672 257307830 257307830 5683024 5683024 0 0 9911274 2053311 7406648 451315 0 0 0 0 477223885 397056974 58114906 22052005 39926215 30034851 8195833 1695531 80724122 53648482 23738568 3337072 27890169 22629021 3859782 1401366 0 0 0 0 2941075 170696 2770379 0 3529405 259075 3270330 0 350272 0 350272 0 0 0 25750469 0 25750469 0 27591881 21246595 5639873 705413 3617885 3493464 110810 13611 58189031 48002787 8284841 1901403 18197970 9063583 8786047 348340 534782 482766 52016 0 66815489 56475457 9364381 975651 46484739 40635571 3453925 2395243 0 0 0 0 6051384 4067700 1635976 347708 25652156 21410594 3465735 775827 0 0 0 0 61648547 56253386 5154303 240858 930467 899382 31085 0 Food and entertainment 38835192 32890220 4365682 1579290 Investment Office expenses 19189936 0 19189936 0 Library books and serials 11921749 11921749 0 0 Study-abroad prgm expenses 4934049 4934049 0 0 14929119 12576410 1632776 719933 1356768788 1113203649 204624573 38940566 0 0 94259328 203592795 307174842 433467514 29038588 40620170 0 0 0 45925267 44692371 10027293 8943633 27789112 30720605 2197766032 682642743 1382730153 1515123289 1415665370 1749683261 8597286224 8950275998 0 0 6454713 9550422 10083367 11919446599 12993657716 97140306 157934697 0 0 60820095 42180581 356252031 160962541 0 0 0 52280152 62665188 260000000 660000000 1231648015 1235105406 2058140599 2318848413 X 4365744677 4630672063 3822007763 4169034477 1673553560 1875102763 9861306000 10674809303 11919446599 12993657716 X 827523357 32417838 0 0 0 -46437892 X false true X true true true X 312978519 252639060 323314461 512128943 576997138 1978058121 312978519 252639060 323314461 512128943 576997138 1978058121 0 1978058121 119388371 110477284 123503535 171385126 158770511 683524827 4113600 5754367 5426820 6210565 6785572 28290924 2689873872 3750952332 0.7354 0.7296 X Schedule A, Part II, Line 10 Other Income 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; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 0 421200 0 421200 0 1103804703 0 1104225903 0 1000000 0 250000 0 0 0 0 0 1000000 1000000 1000000 3000000 4500000 356017 411080 421200 1188297 250000 250000 250000 750000 1125000 0 0 0 0 Schedule C, Part II-A, Line 2 501(H) Election 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. 42 0 7336028 0 1786995 0 47385563 0 true true 0 0 X X X X false true 1760 13608 15245 123 false 8189096422 244796294 659396671 100189669 208718859 0 8784380859 6959050707 211220228 1317009930 95629513 202554930 0 8189096422 6444598397 109051302 725521322 90722736 229397578 0 6959050707 6383343071 162550384 177082485 85386397 192991146 0 6444598397 5340685012 167659430 1115963818 80194525 160770664 0 6383343071 0.381 0.21 0.409 false false 9300000 24286842 33586842 57262131 1515249957 457151472 1115360616 0 13690051 3532970 10157081 362972 279629869 154287294 125705547 45009 297939201 67671007 230313203 1515123289 738760 F 2491 F Short-term investments 20755945 F Public equities - U.S. 535991036 F Public equities - Non-U.S. 1238140702 F Public equities - Long/short strategies 1342645780 F Fixed income securities 424011797 F Marketable alternatives 1301001888 F Private equity 2969798690 F Real estate and other real assets 1030750438 F Defined benefit pension plan assets 86438471 F 8950275998 0 Short-term borrowing 45015000 Refundable advances 30114958 Liabilities associated with investments 788949879 Obligations under split-interest agreements 144112833 Conditional asset retirement obligations 25011358 Pension and other accrued postretirement benefits 136368289 Government advances for student loans 29913888 Debt-related derivative instruments 7314413 Student organization funds and other deposits 6185550 Self-insurance reserves 6748758 Other liabilities 15370480 1235105406 1871193717 32417838 0 0 -296746082 -264328244 2135521961 49282128 -511944 48770184 2184292145 1057690414 0 0 0 511944 511944 1057178470 49282128 250308190 299590318 1356768788 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 true true true true true true true false false false false false false false false true false true 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. true Central America and the Caribbean Investments 3856640129 East Asia and the Pacific Investments 155947683 Europe (Including Iceland and Greenland) Investments 722046329 Middle East and North Africa Investments 4985062 North America (Canada & Mexico only) Investments 72708887 Russia and Neighboring States Investments 0 South America Investments 4991027 South Asia Investments 104655297 Sub-Saharan Africa Investments 214236709 East Asia and the Pacific 1 4 Program Services International Study Program 2165021 Europe (Including Iceland and Greenland) 4 80 Program Services International Study Program 23645402 Middle East and North Africa 2 Program Services International Study Program 625512 North America (Canada & Mexico only) 1 Program Services International Study Program 275252 Russia and Neighboring States Program Services International Study Program 31400 South America 1 4 Program Services International Study Program 569288 South Asia Program Services International Study Program 14196 Sub-Saharan Africa Program Services International Study Program 143284 Central America and the Caribbean ,Investment Operations 8217973 East Asia and the Pacific ,Investment Operations 607045 Europe (Including Iceland and Greenland) ,Investment Operations 773767 Middle East and North Africa ,Investment Operations 2936 North America (Canada & Mexico only) ,Investment Operations 2034 Russia and Neighboring States ,Investment Operations 0 South America ,Investment Operations 33758 South Asia ,Investment Operations 53940 Sub-Saharan Africa ,Investment Operations 3335242 Central America and the Caribbean Fundraising 16778 East Asia and the Pacific Fundraising 26099 Europe (Including Iceland and Greenland) Fundraising 82479 North America (Canada & Mexico only) Fundraising 7667 South America Fundraising 4348 South Asia Fundraising 7351 Central America and the Caribbean Program Services Auxillary Enterprises 7261 Central America and the Caribbean Program Services Instruction 252525 Central America and the Caribbean Program Services Management & General 22085 Central America and the Caribbean 3 5 Program Services Other 250052 Central America and the Caribbean Program Services Research 1849588 East Asia and the Pacific Program Services Auxillary Enterprises 5585 East Asia and the Pacific Program Services Instruction 521838 East Asia and the Pacific Program Services Management & General 75290 East Asia and the Pacific Program Services Other 227568 East Asia and the Pacific 2 Program Services Research 861396 Europe (Including Iceland and Greenland) Program Services Auxillary Enterprises 86575 Europe (Including Iceland and Greenland) 11 Program Services Instruction 2739714 Europe (Including Iceland and Greenland) Program Services Management & General 225043 Europe (Including Iceland and Greenland) Program Services Other 1140806 Europe (Including Iceland and Greenland) 6 Program Services Research 3044379 Middle East and North Africa Program Services Auxillary Enterprises 0 Middle East and North Africa Program Services Instruction 173329 Middle East and North Africa Program Services Management & General 12410 Middle East and North Africa Program Services Other 357614 Middle East and North Africa 1 Program Services Research 326245 North America (Canada & Mexico only) Program Services Auxillary Enterprises 39106 North America (Canada & Mexico only) Program Services Instruction 282394 North America (Canada & Mexico only) Program Services Management & General 32262 North America (Canada & Mexico only) Program Services Other 100441 North America (Canada & Mexico only) Program Services Research 155057 Russia and Neighboring States Program Services Auxillary Enterprises 10229 Russia and Neighboring States Program Services Instruction 42524 Russia and Neighboring States Program Services Management & General 0 Russia and Neighboring States Program Services Other 1518 Russia and Neighboring States Program Services Research 29083 South America Program Services Auxillary Enterprises 0 South America Program Services Instruction 346673 South America Program Services Management & General 21219 South America 1 Program Services Other 80970 South America Program Services Research 90479 South Asia Program Services Auxillary Enterprises 0 South Asia Program Services Instruction 117726 South Asia Program Services Management & General 12373 South Asia Program Services Other 40383 South Asia Program Services Research 200679 Sub-Saharan Africa Program Services Auxillary Enterprises 25023 Sub-Saharan Africa 1 Program Services Instruction 288547 Sub-Saharan Africa Program Services Management & General 22890 Sub-Saharan Africa Program Services Other 113381 Sub-Saharan Africa 1 23 Program Services Research 1140508 6 91 4 50 10 141 5163537194 28687469 5192224663 Sub-Saharan Africa See Footnote 2, Part V 83828 Check/Wire Sub-Saharan Africa See Footnote 2, Part V 75000 Check/Wire Central America and the Caribbean See Footnote 2, Part V 477191 Check/Wire Central America and the Caribbean See Footnote 2, Part V 574740 Check/Wire Europe (Including Iceland and Greenland) See Footnote 2, Part V 70000 Check/Wire Europe (Including Iceland and Greenland) See Footnote 2, Part V 50000 Check/Wire East Asia and the Pacific See Footnote 2, Part V 480295 Check/Wire Europe (Including Iceland and Greenland) See Footnote 2, Part V 866611 Check/Wire Europe (Including Iceland and Greenland) See Footnote 2, Part V 149081 Check/Wire Sub-Saharan Africa See Footnote 2, Part V 106523 Check/Wire Central America and the Caribbean See Footnote 2, Part V 299676 Check/Wire Sub-Saharan Africa See Footnote 2, Part V 116457 Check/Wire Europe (Including Iceland and Greenland) See Footnote 2, Part V 443245 Check/Wire South Asia See Footnote 2, Part V 128200 Check/Wire Europe (Including Iceland and Greenland) See Footnote 2, Part V 60884 Check/Wire Sub-Saharan Africa See Footnote 2, Part V 47252 Check/Wire Sub-Saharan Africa See Footnote 2, Part V 49994 Check/Wire South Asia See Footnote 2, Part V 28000 Check/Wire Sub-Saharan Africa See Footnote 2, Part V 10000 Check/Wire Sub-Saharan Africa See Footnote 2, Part V 75000 Check/Wire Central America and the Caribbean See Footnote 2, Part V 490860 Check/Wire Europe (Including Iceland and Greenland) See Footnote 2, Part V 284536 Check/Wire Europe (Including Iceland and Greenland) See Footnote 2, Part V 5285 Check/Wire Sub-Saharan Africa See Footnote 2, Part V 5550 Check/Wire Sub-Saharan Africa See Footnote 2, Part V 244215 Check/Wire Middle East and North Africa See Footnote 2, Part V 300000 Check/Wire Sub-Saharan Africa See Footnote 2, Part V 68849 Check/Wire Sub-Saharan Africa See Footnote 2, Part V 5813 Check/Wire Europe (Including Iceland and Greenland) See Footnote 2, Part V 50000 Check/Wire North America (Canada & Mexico only) See Footnote 2, Part V 35938 Check/Wire 1 29 Housing and Other Assistance East Asia and the Pacific 1 4750 Check/Wire/Direct Deposit Housing and Other Assistance Europe (Including Iceland and Greenland) 5 26861 Check/Wire/Direct Deposit Housing and Other Assistance North America (Canada & Mexico only) 1 1750 Check/Wire/Direct Deposit Prizes and Awards East Asia and the Pacific 2 30122 Check/Wire/Direct Deposit Prizes and Awards Europe (Including Iceland and Greenland) 5 113315 Check/Wire/Direct Deposit Prizes and Awards South America 1 15000 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 34465 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 2901 Check/Wire/Direct Deposit Research/Travel Grant Russia and Neighboring States 1 2211 Check/Wire/Direct Deposit Research/Travel Grant South America 1 1162 Check/Wire/Direct Deposit Research/Travel Grant Sub-Saharan Africa 1 1000 Check/Wire/Direct Deposit true false true true true false 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. NPC Research Event - Road to Discovery 429674 429674 0 9482 790 244791 NPC Research Event - Parseghian Classic 400390 100650 299740 195248 325 16590 1 105670 91870 13800 29802 13734 935734 622194 313540 195248 39609 790 275115 510762 -197222 79348 315 867 false 79348 315 867 IN true false true false 0.0 1.0 Deborah Gabaree Office of General C 203 Main Building Notre Dame IN 46556 false NA 0 false 0 true American Cancer Society 130 Red Coach Drive Mishawaka IN 46545 131788491 501(c)(3) 10815 See Footnote 2, Part IV Andean Health & Development 1100 Delaplaine Ct Madison WI 53715 391809174 501(c)(3) 15000 See Footnote 2, Part IV Ara Parseghian Medical Research Foundation 4729 East Sunrise Drive Suite 327 Tucson AZ 85718 860775966 501(c)(3) 138000 See Footnote 2, Part IV Basis Policy Research LLC 9650 Strickland Road Suite 103-296 Raleigh NC 276151902 270475968 113538 See Footnote 2, Part IV Battelle Post Office Box 84391 Seattle WA 981245691 314379427 501(c)(3) 7189 See Footnote 2, Part IV Boys & Girls Club-St Jos Cnty 502 East Sample South Bend IN 46601 351329625 501(c)(3) 10000 See Footnote 2, Part IV Brigham & Women's Hospital 75 Francis Street Boston MA 02115 042312909 501(c)(3) 164825 See Footnote 2, Part IV Brothers of Holy Cross 13645 Riverside Drive Sherman Oaks CA 91423 954045107 501(c)(3) 10000 See Footnote 2, Part IV California Institute of Technology 1200 East California Boulevard Pasadena CA 911250001 951643307 501(c)(3) 199700 See Footnote 2, Part IV Carnegie Mellon University Post Office Box 371032 Pittsburgh PA 152507032 250969449 501(c)(3) 252157 See Footnote 2, Part IV Carry the Load PO Box 261904 Plano TX 75026 274568835 501(c)(3) 20000 See Footnote 2, Part IV Cary Institute of Ecosystem Studies 2801 Sharon Turnpike Post Office Box AB Millbrook NY 125455721 223232968 501(c)(3) 21740 See Footnote 2, Part IV Case Western Reserve University Nord Hall Suite 600 10900 Euclid Avenue Cleveland OH 441067037 341018992 501(c)(3) 6898 See Footnote 2, Part IV Catholic Church Extension Society 150 South Wacker Drive Suite 2000 Chicago IL 60606 366000520 501(c)(3) 40000 See Footnote 2, Part IV Catholic Education Institute Archdiocese of San Francisco 1 Peter Yorke Way San Francisco CA 941096602 364486769 501(c)(3) 21900 See Footnote 2, Part IV Catholic University of America 620 Michigan Avenue Northeast Washington DC 200640001 530196583 501(c)(3) 18479 See Footnote 2, Part IV Center for the Homeless 813 S Michigan Street South Bend IN 46601 351768544 501(c)(3) 87160 278740 FMV Rental Waiver See Footnote 2, Part IV Central Michigan University Accounting WA 304 Mount Pleasant MI 48859 386004447 State of Michigan 18999 See Footnote 2, Part IV Christ the King Parish 820 Porter Avenue Des Moines IA 50315 420722697 501(c)(3) 10000 See Footnote 2, Part IV City of Mishawaka 600 East Third Street Mishawaka IN 46544 356001115 City-Mishawaka 9188 See Footnote 2, Part IV City of South Bend 227 West Jefferson Blvd Suite 1400 South Bend IN 46601 356001201 City-South Bend 50533 See Footnote 2, Part IV Community Foundation of St Joseph 205 W Jefferson Blvd 610 South Bend IN 46601 237365930 501(c)(3) 109000 See Footnote 2, Part IV Congregation of Holy Cross Post Office Box 460 Notre Dame IN 46556 320344245 501(c)(3) 373563 See Footnote 2, Part IV Contect Inc 1400 East Angela Boulevard Unit 148 South Bend IN 466171370 352477885 89439 See Footnote 2, Part IV Cornell University Post Office Box 22 Ithaca NY 148510022 150532082 501(c)(3) 572207 See Footnote 2, Part IV Dawn Brancheau Foundation Inc 9030 Via Bella Notte Orlando FL 32836 273700500 501(c)(3) 10000 See Footnote 2, Part IV Declan Drumm Sullivan Memorial Fund 703 West Montroe St Chicago IL 60661 276886934 501(c)(3) 40000 See Footnote 2, Part IV Diocese of Fort Wayne-So Bend 915 S Clinton Street Fort Wayne IN 46802 350876373 501(c)(3) 35000 See Footnote 2, Part IV Duke University 2138 Campus Drive PO Box 90586 Durham NC 27708 560532129 501(c)(3) 75228 See Footnote 2, Part IV Early Childhood Development Center 10 Child Care Center Notre Dame IN 46556 351188922 501(c)(3) 200000 See Footnote 2, Part IV Elevate Ventures Inc 50 East 91st Street Indianapolis IN 46240 274118692 501(c)(3) 75000 See Footnote 2, Part IV enFocus Inc 506 W South St Suite 100 South Bend IN 46601 455638209 20000 See Footnote 2, Part IV enFocus Inc 506 W South St Suite 100 South Bend IN 466012785 455638209 405000 See Footnote 2, Part IV Family & Children's Center 315 W Jefferson Blvd South Bend IN 46601 350869031 501(c)(3) 5640 See Footnote 2, Part IV Fermi National Accelerator Lab Post Office Box 500 Batavia IL 605105011 571239010 501(c)(3) 25334 See Footnote 2, Part IV FHI 360 359 Blackwell street Suite 200 Durham NC 277012477 237413005 501(c)(3) 72492 See Footnote 2, Part IV Fischoff National Chamber Music Association 303 Brownson Hall Notre Dame IN 46556 351650154 501(c)(3) 33318 See Footnote 2, Part IV Florida State University Post Office Box 3064166 Tallahassee FL 323060001 591961248 State of Florida 82140 See Footnote 2, Part IV Food for the Poor Inc 6401 Lyons Road Coconut Creek FL 33073 592174510 501(c)(3) 25650 See Footnote 2, Part IV Foundation for Center for Hospice and Palliative Care 501 Comfort Place Mishawaka IN 46545 300433147 501(c)(3) 22000 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) 15305 See Footnote 2, Part IV Freedom to Learn Illinois Post Office Box 227 Chicago IL 60690 272479414 501(c)(3) 250000 See Footnote 2, Part IV George Mason University 4400 University Drive Fairfax VA 22030 540836354 State of Virginia 80632 See Footnote 2, Part IV George Washington University 45155 Research Place Ashburn VA 201472692 530196584 501(c)(3) 87687 See Footnote 2, Part IV Georgia Tech Research Corporation Post Office Box 100117 Atlanta GA 303840117 580603146 State of Georgia 133198 See Footnote 2, Part IV Girls on the Run Michiana PO Box 252 Notre Dame IN 46556 272652189 501(c)(3) 15000 See Footnote 2, Part IV Global Citizen Year Inc 1625 Clay St Oakland CA 94612 263161342 501(c)(3) 35000 See Footnote 2, Part IV Grand Valley State University 234 Lake Michigan Hall Allendale MI 494019401 381684280 State of Michigan 27366 See Footnote 2, Part IV Habitat for Humanity 402 East South Street South Bend IN 46601 311196894 501(c)(3) 55000 See Footnote 2, Part IV Hannah's House 518 West Fourth Street Mishawaka IN 46546 351871289 501(c)(3) 16590 See Footnote 2, Part IV Harvard University 1350 Massachusetts Avenue Cambridge MA 021383800 042103580 501(c)(3) 56596 See Footnote 2, Part IV Henry F & Anne Marie Frigon Family 1055 Broadway Suite 130 Kansas City MO 64105 431152398 501(c)(3) 55000 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) 62552 See Footnote 2, Part IV Holy Cross Foreign Mission Society PO Box 543 Notre Dame IN 46556 530196617 501(c)(3) 10000 See Footnote 2, Part IV Holy Trinity Catholic Church 1600 Corporate Drive Ladera Ranch CA 92694 202747543 501(c)(3) 50000 See Footnote 2, Part IV Illinois Institute of Technology 3300 South Federal Street Chicago IL 606163793 352170136 501(c)(3) 30702 See Footnote 2, Part IV Indiana Economic Development Foundation One North Capital Avenue Suite 700 Indianapolis IN 46204 202664607 501(c)(3) 10000 See Footnote 2, Part IV Indiana University Post Office Box 66057 Indianapolis IN 462660001 356001673 State of Indiana 752802 See Footnote 2, Part IV IQE RF LLC 265 Davidson Ave Ste 141 Somerset NJ 088734120 205236093 167056 See Footnote 2, Part IV Johns Hopkins University 3400 N Charles Street Baltimore MD 21218 520595110 501(c)(3) 146379 See Footnote 2, Part IV Kelly Cares Foundation 1251 N Eddy Street Suite 200 South Bend IN 46617 263591070 501(c)(3) 5650 See Footnote 2, Part IV La Casa de Amistad 746 South Meade Street South Bend IN 46619 351350013 501(c)(3) 8350 See Footnote 2, Part IV Lake Superior State University 650 West Easterday Avenue Sault Sainte Marie MI 497831626 381880022 State of Michigan 8132 See Footnote 2, Part IV Lehigh University 526 Brodhead Avenue Bethlehem PA 180153008 240795445 501(c)(3) 58196 See Footnote 2, Part IV Logan Community Resources 2505 E Jefferson Blvd South Bend IN 46615 350965639 501(c)(3) 28400 See Footnote 2, Part IV Loyola University Chicago 820 North Michigan Avenue Floor 13 Chicago IL 606112147 351408475 501(c)(3) 20317 See Footnote 2, Part IV Mayo Clinic 200 First St SW Rochester MN 55905 416011702 501(c)(3) 10000 See Footnote 2, Part IV Miami University Foundation 725 East Chestnut Street Oxford OH 45056 316026014 501(c)(3) 100000 See Footnote 2, Part IV Michigan State University 426 Auditorium Rd Rm 2 East Lansing MI 488242612 386005984 State of Michigan 998824 See Footnote 2, Part IV Michigan Technological University 1400 Townsend Drive Houghton MI 499311295 386005955 State of Michigan 32847 See Footnote 2, Part IV Misericordia Home 6300 North Ridge Ave Chicago IL 60660 362170153 501(c)(3) 10000 See Footnote 2, Part IV Montana State University Post Office Box 172470 Bozeman MT 597172470 816010045 State of Montana 22538 See Footnote 2, Part IV MZA Associates Corporation 2021 Girard Boulevard SE Suite 150 Albuquerque NM 871063140 850400557 72466 See Footnote 2, Part IV North Carolina State University Campus Box 7214 Raleigh NC 276950001 566000756 State of North Carol 18398 See Footnote 2, Part IV Northeast Neighborhood Revitalization Organization 803 Lincolnway East South Bend IN 46601 352118149 501(c)(3) 150000 See Footnote 2, Part IV Northeastern University 360 Huntington Avenue Boston MA 021155000 041679980 501(c)(3) 19975 See Footnote 2, Part IV Northern Indiana Center for History 808 W Washington South Bend IN 46601 351124156 501(c)(3) 9520 See Footnote 2, Part IV Northern Jet Management Post Office Box 888380 Grand Rapids MI 495888380 383261631 780277 See Footnote 2, Part IV Northwestern University 633 Clark Street Rm G-547 Evanston IL 602080001 362167817 501(c)(3) 37088 See Footnote 2, Part IV Oregon State University Post Office Box 1086 Corvallis OR 973391086 611730890 State of Oregon 59798 See Footnote 2, Part IV Pennsylvania State University 227 West Beaver Avenue Suite 401 State College PA 168014842 246000376 State of Penn. 1008559 See Footnote 2, Part IV Purdue University 610 Purdue Mall West Lafayette IN 47907 356002041 State of Indiana 1063056 See Footnote 2, Part IV Qualtrics LLC 2250 N University Pkwy 48-C Provo UT 84604 454964116 60000 See Footnote 2, Part IV Rebuilding Together 227 W Jefferson Blvd Suite 1400s South Bend IN 46601 351939069 501(c)(3) 10500 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 684698 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 1155784 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 418908 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 122512 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 447430 See Footnote 2, Part IV Regents of University of Michigan 1000 Victors Way Suite 1A Ann Arbor MI 481082744 386006309 State of Michigan 52496 See Footnote 2, Part IV Rensselaer Polytech Inst 110 8th Street Troy NY 121803522 141340095 501(c)(3) 123450 See Footnote 2, Part IV Research Foundation of CUNY 230 West 41st Street New York NY 100367207 131988190 501(c)(3) 13930 See Footnote 2, Part IV Resources for the Future 1616 P Street Northwest Washington DC 200361400 530220900 501(c)(3) 33205 See Footnote 2, Part IV Rhode Island Hospital 1 Hoppin Street Providence RI 029034141 530220900 501(c)(3) 8141 See Footnote 2, Part IV Rice University Post Office Box 1892 Houston TX 772511892 741109620 501(c)(3) 9447 See Footnote 2, Part IV SB150 PO Box 4183 South Bend IN 46684 201837418 501(c)(3) 45000 See Footnote 2, Part IV South Bend Alumni Association 215 South St Joseph Street South Bend IN 46601 351674506 501(c)(3) 7244 See Footnote 2, Part IV South Bend Medical Foundation 530 N Lafayette Boulevard South Bend IN 466011098 350868178 501(c)(3) 62500 See Footnote 2, Part IV South Bend Symphony Orchestra 127 North Michigan Street South Bend IN 46601 356042189 501(c)(3) 14900 See Footnote 2, Part IV South Carolina Research Foundation Osbourne 202 Columbia SC 29208 570967350 State of S. Carolina 70984 See Footnote 2, Part IV Southern Methodist University Post Office Box 750259 Dallas TX 752750001 750800689 501(c)(3) 45207 See Footnote 2, Part IV Special Camps for Special Kids 2824 Swiss Ave Dallas TX 75204 752205242 501(c)(3) 10000 See Footnote 2, Part IV St Ann Catholic Church 310 North Olive Ave West Palm Beach FL 33401 596001732 501(c)(3) 10000 See Footnote 2, Part IV St Ann Catholic School 310 North Olive Ave West Palm Beach FL 33401 596001732 501(c)(3) 10000 See Footnote 2, Part IV St Ann Place 310 North Olive Ave West Palm Beach FL 33401 596001732 501(c)(3) 10000 See Footnote 2, Part IV St Ann School 2211 W 18th Place Chicago IL 60608 362284297 501(c)(3) 9500 See Footnote 2, Part IV St Joseph County 227 West Jefferson Blvd 7th Floor South Bend IN 46601 356000194 County-St. Joe 31238 See Footnote 2, Part IV St Joseph County Right to Life 2004 Ironwood Circle Suite 130 South Bend IN 46635 310935278 501(c)(3) 5600 See Footnote 2, Part IV St Margaret's House 117 N Lafayette Blvd South Bend IN 46601 351913328 501(c)(3) 14200 See Footnote 2, Part IV St Mary's College 110 LeMans Hall Notre Dame IN 46556 350868158 501(c)(3) 50000 See Footnote 2, Part IV St Matthias Apostle School 9475 Annapolis Rd Lanham MD 20706 520780162 501(c)(3) 6200 See Footnote 2, Part IV St Peter Claver Regional Catholic 2560 Tilson Road Decatur GA 30032 581918801 501(c)(3) 9000 See Footnote 2, Part IV Stanford University 450 Serra Mall Stanford CA 943052004 941156365 501(c)(3) 449474 See Footnote 2, Part IV The Nature Conservancy 101 East Grand River Avenue Lansing MI 489064374 530242652 501(c)(3) 127993 See Footnote 2, Part IV The Ohio State University 1960 Kenny Road Columbus OH 432101016 316025986 State of Ohio 669476 See Footnote 2, Part IV Thomistic Institute at Dominican Ho 487 Michigan Avenue NE Washington DC 20017 536016922 501(c)(3) 10000 See Footnote 2, Part IV TriQuint Semiconductor Texas LLC Post Office Box 198479 Atlanta GA 303848479 752740940 288197 See Footnote 2, Part IV Trustees of University of Pennsylvania 3451 Walnut Street Philadelphia PA 191046205 231352685 501(c)(3) 269973 See Footnote 2, Part IV US Forest Service Post Office Box 301550 Los Angeles CA 900301550 720564834 Federal 51103 See Footnote 2, Part IV UGA Research Foundation Inc 279 Williams Street Athens GA 306051746 581353149 State of Georgia 113125 See Footnote 2, Part IV UNC AA PO Box 2446 Chapel Hill NC 27515 566058412 501(c)(3) 10000 See Footnote 2, Part IV United Technology Research Center Post Office Box 416678 Boston MA 022416678 060570975 165414 See Footnote 2, Part IV United Way of Greater St Louis 910 N 11th Street Saint Louis MO 63101 430714167 501(c)(3) 125000 See Footnote 2, Part IV United Way of St Joseph County Inc 3517 E Jefferson Blvd South Bend IN 46615 351063368 501(c)(3) 25000 See Footnote 2, Part IV University of Akron 248 Polsky Akron OH 443250001 346002924 State of Ohio 9828 See Footnote 2, Part IV University of Alabama Post Office Box 870135 Tuscaloosa AL 354870135 636001138 State of Alabama 23482 See Footnote 2, Part IV University of Chicago 6054 South Drexel Avenue Chicago IL 606372612 362177139 501(c)(3) 533085 See Footnote 2, Part IV University of Houston Post Office Box 988 Houston TX 770010988 746001399 State of Texas 116243 See Footnote 2, Part IV University of Illinois 4th Floor Swanlund Admin Bldg MC-304 601 E John Street Champaign IL 61820 376000511 State of Illinois 457541 See Footnote 2, Part IV University of Kentucky Research Foundation 102 Kinkead Hall Lexington KY 405060057 616033693 State of Kentucky 22347 See Footnote 2, Part IV University of Maryland 4101 Chesapeake Building College Park MD 207420001 526002033 State of Maryland 8402 See Footnote 2, Part IV University of Memphis Post Office Box 1000 Dept 313 Memphis TN 381480001 620648618 State of Tennessee 136661 See Footnote 2, Part IV University of Minnesota Post Office Box 1450 NW5657 Minneapolis MN 554855957 416007513 State of Minnesota 125771 See Footnote 2, Part IV University of Nebraska-Lincoln Post Office Box 830861 Lincoln NE 68583 470049123 State of Nebraska 30827 See Footnote 2, Part IV University of New Mexico 1 University of New Mexico MSC01 1245 Albuquerque NM 871310001 856000642 State of New Mexico 82633 See Footnote 2, Part IV University of North Carolina-Chapel Hill 104 Airport Drive Suite 220 CB 1350 Chapel Hill NC 275991350 566001393 State of North Carol 52472 See Footnote 2, Part IV University of North Carolina-Greensboro Post Office Box 26170 Greensboro NC 274026170 566001468 State of North Carol 17407 See Footnote 2, Part IV University of Northern Iowa Office of Business Operations Cedar Falls IA 506140001 426004333 State of Iowa 21600 See Footnote 2, Part IV University of Oregon Post Office Box 3237 Eugene OR 974030237 481278531 State of Oregon 32763 See Footnote 2, Part IV University of St Thomas 2115 Summit Ave Mail Dev St Paul MN 55105 410693970 501(c)(3) 11000 See Footnote 2, Part IV University of Tennessee 210 Student Services Building Knoxville TN 379960001 626001636 State of Tennessee 310378 See Footnote 2, Part IV University of Texas at Austin Post Office Box 7159 Austin TX 787137159 746000203 State of Texas 271000 See Footnote 2, Part IV University of Texas Dallas 800 West Campbell Road Richardson TX 750803021 751305566 State of Texas 714820 See Footnote 2, Part IV University of Toledo 2801 W Bancroft Toledo OH 436063390 346401483 State of Ohio 30825 See Footnote 2, Part IV University of Utah 201 Presidents Circle Room 406 Salt Lake City UT 841129020 876000525 State of Utah 417519 See Footnote 2, Part IV University of Virginia Post Office Box 400195 Charlottesville VA 229044195 546001796 State of Virginia 135595 See Footnote 2, Part IV University of Washington Gerberding Hall G80 Box 351202 Seattle WA 98195 916001537 State of Washington 66487 See Footnote 2, Part IV University of Wyoming Post Office Box 3355 Laramie WY 82071 836000331 State of Wyoming 53539 See Footnote 2, Part IV Virginia Tech 227 Burrus Hall Blacksburg VA 240610001 546001805 State of Virginia 41535 See Footnote 2, Part IV Wallin Education Partners 5200 Willson Road Minneapolis MN 55424 208505156 501(c)(3) 100000 See Footnote 2, Part IV WNIT Public Television 300 W Jefferson South Bend IN 46601 351155594 501(c)(3) 22100 See Footnote 2, Part IV Women's Care Center 360 North Notre Dame Avenue South Bend IN 46617 351609945 501(c)(3) 160000 See Footnote 2, Part IV Wright State University 3640 Colonel Glenn Highway Dayton OH 454350002 310732831 State of Ohio 123910 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) 200000 SEE FOOTNOTE 2, PART IV 144 10 Tuition Scholarships, Fellowships, and Room and Board Discounts 7731 250308190 Athletics Grant-in-Aid 350 1280267 Housing and Other Assistance 426 498631 Prizes and Awards 1016 1535704 Research/Travel Grant 3576 3685038 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. X X X X X true true X X X X true true false true false false false false false John F Affleck-Graves PhD Executive VP & Trustee 587290 0 790372 0 35310 0 142600 0 19494 0 1575066 0 419600 0 Thomas G Burish PhD Provost & Trustee 439909 0 0 0 20308 0 303188 0 19720 0 783125 0 0 0 Rev John I Jenkins CSC PhD President & Trustee 680812 0 0 0 68200 0 0 0 256536 0 1005548 0 0 0 Rev Timothy R Scully CSC Professor & Trustee 165340 0 0 0 16652 0 0 0 15330 0 197322 0 0 0 Robert J Bernhard PhD VP for Research 347862 0 0 0 15085 0 26000 0 19111 0 408058 0 0 0 Christine M Maziar PhD VP & Senior Assoc. Provost 333898 0 0 0 18450 0 26000 0 8715 0 387063 0 0 0 Louis M Nanni MA VP for University Relations 502424 0 88200 0 26048 0 26000 0 28074 0 670746 0 0 0 John A Sejdinaj MBA CCM VP for Finance 390133 0 0 0 18542 0 26000 0 19172 0 453847 0 0 0 Marianne Corr JD VP & General Counsel 477509 0 0 0 22870 0 26000 0 9378 0 535757 0 0 0 Scott C Malpass MBA VP & Chief Investment Officer 970629 0 2862216 0 73432 0 1441453 0 8555 0 5356285 0 1022989 0 John B Swarbrick Jr Athletic Director 958569 0 225471 0 109843 0 226000 0 85187 0 1605070 0 0 0 Charles J Weis Former Head Coach, Football 0 0 0 0 2054744 0 0 0 0 0 2054744 0 0 0 Michael P Brey Head Coach, Basketball 813938 0 30625 0 74230 0 26000 0 25384 0 970177 0 0 0 Michael D Donovan MBA JD Managing Director, Invest. 534239 0 1135766 0 27554 0 613783 0 8963 0 2320305 0 385943 0 Brian Kelly Head Coach, Football 994924 0 450995 0 127237 0 26000 0 25574 0 1624730 0 0 0 Muffet McGraw Head Coach, Basketball 894850 0 345600 0 90602 0 26000 0 20344 0 1377396 0 0 0 Brian VanGorder Asst. Coach/Coordinator, Football 954881 0 14000 0 85792 0 26000 0 25483 0 1106156 0 0 0 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. A St Joseph County Indiana 356000194 79061ABK2 2009-09-30 153953342 See Part VI false false false A 153953386 953386 153000000 true false false true A false true true true true true 0.0005 0.0004 0.0009 false false true A false false true false false false false false true A true 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. NA Employees 236665 Qualified tuition reduction Financial aid Pamela Burish Spouse of Officer/Trustee Thomas Burish 42578 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 24947 Compensation from University to Mr. Daniel Nussbaum as a Regional Development Associate Director. false Alexander John Sejdinaj Son of Former Officer John A. Sejdinaj 32811 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 263878 Salary paid to a University employee who is a family member of a substantial contributor false X 34 0 NONE X 0 NONE X 875 101057387 Selling cost X 9 6466386 Selling cost X 3 1356285 Other X Equipment 2 0 NONE X Other 1178 0 NONE 20 false true true 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. 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. 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