UNIVERSITY OF NOTRE DAME DU LAC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF NOTRE DAME DU LAC (EIN 35-0868188)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-14
IRS object ID
202111349349302221
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T09:31:05-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 13TH ST NW STE 1000AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200053014ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350868188EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of Notre Dame du LacBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone5746317575PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonShannon B CullinanPersonNm
Person TitleExecutive Vice PresidentPersonTitleTxt
Signature2021-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Controllers Office 724 Grace HallAddressLine1Txt
CityNotre DameCityNm
State AbbreviationINStateAbbreviationCd
ZIP46556ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,851,684,803GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Group Exemption5067GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.nd.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1844FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionSee Schedule O.ActivityOrMissionDesc
Voting Members Governing Body46VotingMembersGoverningBodyCnt
Voting Members Independent45VotingMembersIndependentCnt
Total Employee19330TotalEmployeeCnt
Total Volunteers2510TotalVolunteersCnt
Total Gross UBI$16,787,377TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$431,769,100PYContributionsGrantsAmt
CY Contributions Grants$616,826,545CYContributionsGrantsAmt
PY Program Service Revenue$1,048,355,347PYProgramServiceRevenueAmt
CY Program Service Revenue$999,204,671CYProgramServiceRevenueAmt
PY Investment Income$647,962,709PYInvestmentIncomeAmt
CY Investment Income$886,252,178CYInvestmentIncomeAmt
PY Other Revenue$19,280,420PYOtherRevenueAmt
CY Other Revenue$16,151,066CYOtherRevenueAmt
PY Total Revenue$2,147,367,576PYTotalRevenueAmt
CY Total Revenue$2,518,434,460CYTotalRevenueAmt
PY Grants And Similar Paid$369,664,263PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$401,027,756CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$795,765,676PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$777,588,209CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$50,562,904CYTotalFundraisingExpenseAmt
PY Other Expenses$543,035,065PYOtherExpensesAmt
CY Other Expenses$510,509,659CYOtherExpensesAmt
PY Total Expenses$1,708,465,004PYTotalExpensesAmt
CY Total Expenses$1,689,125,624CYTotalExpensesAmt
PY Revenues Less Expenses$438,902,572PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$829,308,836CYRevenuesLessExpensesAmt
Total Assets BOY$17,343,365,261TotalAssetsBOYAmt
Total Assets EOY$18,413,618,903TotalAssetsEOYAmt
Total Liabilities BOY$3,625,347,454TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,920,126,056TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,718,017,807NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,493,492,847NetAssetsOrFundBalancesEOYAmt
MissionSee Schedule O. See explanation for Form 990, Part I, Line 1- Organization's Mission above.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,127,086,853ExpenseAmt
Grant$390,305,717GrantAmt
Revenue$745,863,966RevenueAmt
DescAcademic Programs & Research - Provided academic instruction, support services, and public service and research opportunities to over 12,000 undergraduate and graduate students pursuing courses of study within six undergraduate colleges, a business school, a law school, an architecture school, a school of global affairs, and graduate school. Instructional activities resulted in the conferral of over 3,800 baccalaureate, master's, doctoral and professional degrees. Academic support services included providing world-class library facilities, the publishing of numerous academic periodicals and volumes, and the operation of a museum of art. Public service activities included programs aimed at providing students with service opportunities as well as University financial support for other non-profit organizations, both directly and through its donor advised fund program. Finally, University researchers administered over 1,000 awards for studies based within the disciplines of engineering, science and humanities.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$271,513,307ExpenseAmt
Grant$10,722,039GrantAmt
Revenue$258,031,365RevenueAmt
DescAuxiliary enterprises - Provided services to the University community, its guests and other patrons including food services, student and visitor lodging, laundry services, event management 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
FieldValueIRS element (for citing)
Total Program Service Expenses$1,398,600,160TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesYes (true)GamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document19612IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee19330EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryINForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryISForeignCountryCd
Foreign CountryITForeignCountryCd
Foreign CountryKEForeignCountryCd
Foreign CountryLUForeignCountryCd
Foreign CountryMPForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCIForeignCountryCd
Foreign CountryCHForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Form8282 Filed8Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (true)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members46GoverningBodyVotingMembersCnt
Independent Voting Member45IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Andrew PalufBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5746317575PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Rev John I Jenkins CSC PhD
President & Trustee40.01.0Yes (X)Yes (X)$1,135,715$0$75,973
Andrew J McKenna Jr
Trustee2.00Yes (X)$0$0$0
Anne E Thompson
Trustee2.00Yes (X)$0$0$0
Brian M Davis
Trustee2.00Yes (X)$0$0$0
Byron O Spruell
Trustee2.00Yes (X)$0$0$0
Carlos J Betancourt
Trustee2.00Yes (X)$0$0$0
Carol Hank Hoffmann
Trustee2.00Yes (X)$0$0$0
Celeste Volz Ford
Trustee2.00Yes (X)$0$0$0
Cindy K Parseghian
Trustee2.00Yes (X)$0$0$0
Clare Stack Richer
Trustee2.00Yes (X)$0$0$0
Danielle Walker Merfeld
Trustee2.00Yes (X)$0$0$0
Dorene Dominguez
Trustee2.00Yes (X)$0$0$0
Elizabeth Tucker Cochrane
Trustee2.00Yes (X)$0$0$0
Fergal Naughton
Trustee2.00Yes (X)$0$0$0
Hon Ann Claire Williams
Trustee2.00Yes (X)$0$0$0
Hon Diana Lewis
Trustee2.00Yes (X)$0$0$0
J Christopher Reyes
Trustee2.00Yes (X)$0$0$0
James C Parsons
Trustee2.00Yes (X)$0$0$0
James E Rohr
Trustee2.00Yes (X)$0$0$0
James F Flaherty III
Trustee2.00Yes (X)$0$0$0
James J Dunne III
Trustee2.00Yes (X)$0$0$0
John B Veihmeyer
Trustee2.00Yes (X)$0$0$0
John J Brennan
Trustee2.00Yes (X)$0$0$0
John W Jordan II
Trustee2.00Yes (X)$0$0$0
Karen McCartan DeSantis
Trustee2.00Yes (X)$0$0$0
Kenneth C Ricci
Trustee2.00Yes (X)$0$0$0
Kevin J Buckley
Trustee2.00Yes (X)$0$0$0
Martin W Rodgers
Trustee2.00Yes (X)$0$0$0
Nancy M Haegel
Trustee2.00Yes (X)$0$0$0
Olaf Rodriguez
Trustee2.00Yes (X)$0$0$0
Phyllis W Stone
Trustee2.00Yes (X)$0$0$0
Rev Austin Collins CSC
Professor & Trustee40.00Yes (X)$175,902$0$17,115
Rev Daniel Groody CSC
Associate Provost & Trustee40.00Yes (X)$187,598$0$68,230
Rev John Ryan CSC
Trustee2.00Yes (X)$0$0$0
Rev Jose E Ahumada F CSC
Trustee2.00Yes (X)$0$0$0
Rev Paul V Kollman CSC
Professor and Trustee40.00Yes (X)$66,475$0$67,739
Rev William M Lies CSC
Trustee2.00Yes (X)$0$0$0
Richard C Notebaert
Trustee2.00Yes (X)$0$0$0
Sara Martinez Tucker
Trustee2.00Yes (X)$0$0$0
Shayla Keough Rumely
Trustee2.00Yes (X)$0$0$0
Stephanie A Gallo
Trustee2.00Yes (X)$0$0$0
Stephen J Brogan
Trustee2.00Yes (X)$0$0$0
Thomas G Maheras
Trustee2.00Yes (X)$0$0$0
Thomas J Crotty
Trustee2.00Yes (X)$0$0$0
Timothy F Sutherland
Trustee2.00Yes (X)$0$0$0
William M Goodyear
Trustee2.00Yes (X)$0$0$0
Marianne Corr JD
VP & General Counsel40.02.0Yes (X)$697,017$0$37,483
Scott C Malpass MBA
VP & Chief Investment Officer40.00Yes (X)$4,934,116$0$37,130
Shannon Cullinan
Executive Vice President40.02.0Yes (X)$486,304$0$57,948
Thomas G Burish PhD
Provost40.00Yes (X)$593,839$0$399,369
John B Swarbrick Jr
Athletic Director40.00$1,421,973$0$257,673Yes (X)
Brian Kelly
Head Coach, Football40.00$2,560,144$0$110,069Yes (X)
John F Affleck-Graves PhD
Faculty, Former Exec. VP40.00$1,576,178$0$202,828Yes (X)
Michael D Donovan MBA JD
Managing Director, Invest.40.00$2,334,080$0$37,465Yes (X)
Michael P Brey
Head Coach, Basketball40.00$2,338,650$0$188,095Yes (X)
Muffet McGraw
Head Coach, Basketball40.00$2,254,748$0$46,650Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$20,762,739TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,603,767TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1450IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Barton Malow Company
26500 American DriveSouthfieldMI480342252Construction$39,620,940
Pepper Construction
643 North Orleans StreetChicagoIL606543690Construction$19,988,317
Ziolkowski Construction Inc
4050 Ralph Jones DriveSouth BendIN466289408Construction$14,549,067
Premise Health Employer Solutions LLC
Post Office Box 402142AtlantaGA303842142Medical$11,817,940
Boldt Company
N21 W23340 RidgeviewWaukeshaWI531881021Construction$11,294,814Parkway
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K283CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$367,930FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$90,209,314GovernmentGrantsAmt
All Other Contributions$526,249,301AllOtherContributionsAmt
Noncash Contributions$109,715,883NoncashContributionsAmt
Total Contributions$616,826,545TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Student tuition and fees611310$689,065,240$689,065,240$0$0
Auxiliary enterprises611710$256,539,943$244,247,173$12,292,770$0
Research contracts (gov't and non-gov"t)611310$26,676,177$26,320,937$355,240$0
Educational programs900099$15,159,303$15,159,303$0$0
Student services611710$4,303,657$4,303,657$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,460,351TotalRevenueColumnAmt
Related Or Exempt Func Income$6,780,949RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$679,402UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$999,204,671TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$89,658,903TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,970,300UnrelatedBusinessRevenueAmt
Exclusion$86,688,603ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,474,868TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$10,474,868ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$12,832,417RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$12,321,037RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$511,380RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$511,380TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$511,380ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$8,117,263,208SecuritiesAmt
Other$187,827OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,320,857,760SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$796,405,448SecuritiesAmt
Other$187,827OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$796,593,275TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$796,593,275ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$33,576FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$367,930ContriRptFundraisingEventAmt
Fundraising Direct Expenses$70,964FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$37,388TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$37,388ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$22,463GamingGrossIncomeAmt
Gaming Direct Expenses$582GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,881TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$21,881ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Alumni Association900099$764,300$311,202$453,098$0
Marketing Communications519190$1,903,500$1,903,500$0$0
Parking812930$364,033$327,466$36,567$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,148,492TotalRevenueColumnAmt
Related Or Exempt Func Income$2,148,492RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,180,325OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,518,434,460TotalRevenueColumnAmt
Related Or Exempt Func Income$990,567,919RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$16,787,377UnrelatedBusinessRevenueAmt
Exclusion$894,252,619ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$41,321,080TotalAmt
Program Services$41,321,080ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$351,481,483TotalAmt
Program Services$351,481,483ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$8,225,193TotalAmt
Program Services$8,225,193ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$14,061,644TotalAmt
Program Services$2,147,149ProgramServicesAmt
Management And General$11,494,490ManagementAndGeneralAmt
Fundraising$420,005FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$588,631,113TotalAmt
Program Services$489,151,070ProgramServicesAmt
Management And General$71,431,981ManagementAndGeneralAmt
Fundraising$28,048,062FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$46,323,086TotalAmt
Program Services$37,077,414ProgramServicesAmt
Management And General$7,017,327ManagementAndGeneralAmt
Fundraising$2,228,345FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$93,599,344TotalAmt
Program Services$58,587,990ProgramServicesAmt
Management And General$31,767,447ManagementAndGeneralAmt
Fundraising$3,243,907FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$34,973,022TotalAmt
Program Services$27,588,478ProgramServicesAmt
Management And General$5,680,476ManagementAndGeneralAmt
Fundraising$1,704,068FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,841,245TotalAmt
Program Services$268,481ProgramServicesAmt
Management And General$1,564,505ManagementAndGeneralAmt
Fundraising$8,259FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,545,948TotalAmt
Program Services$172,004ProgramServicesAmt
Management And General$1,373,944ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$236,200TotalAmt
Program Services$0ProgramServicesAmt
Management And General$236,200ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$26,837,488TotalAmt
Program Services$0ProgramServicesAmt
Management And General$26,837,488ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$38,405,563TotalAmt
Program Services$31,372,614ProgramServicesAmt
Management And General$6,206,422ManagementAndGeneralAmt
Fundraising$826,527FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,988,641TotalAmt
Program Services$4,745,164ProgramServicesAmt
Management And General$223,761ManagementAndGeneralAmt
Fundraising$19,716FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$60,660,853TotalAmt
Program Services$52,448,320ProgramServicesAmt
Management And General$6,843,092ManagementAndGeneralAmt
Fundraising$1,369,441FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$22,634,730TotalAmt
Program Services$12,497,826ProgramServicesAmt
Management And General$9,046,739ManagementAndGeneralAmt
Fundraising$1,090,165FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,437,333TotalAmt
Program Services$523,607ProgramServicesAmt
Management And General$913,726ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$77,776,946TotalAmt
Program Services$66,530,280ProgramServicesAmt
Management And General$9,899,988ManagementAndGeneralAmt
Fundraising$1,346,678FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$39,599,938TotalAmt
Program Services$33,412,889ProgramServicesAmt
Management And General$4,203,525ManagementAndGeneralAmt
Fundraising$1,983,524FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,824,196TotalAmt
Program Services$2,881,947ProgramServicesAmt
Management And General$1,662,905ManagementAndGeneralAmt
Fundraising$279,344FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$42,427,703TotalAmt
Program Services$34,214,282ProgramServicesAmt
Management And General$6,574,029ManagementAndGeneralAmt
Fundraising$1,639,392FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$99,698,213TotalAmt
Program Services$93,501,426ProgramServicesAmt
Management And General$5,940,107ManagementAndGeneralAmt
Fundraising$256,680FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$982,190TotalAmt
Program Services$982,190ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Food and entertainment$29,397,529$20,761,007$3,414,656$5,221,866
Investment Office expenses$26,711,579$0$26,711,579$0
Library books and serials$13,794,429$13,794,429$0$0
Study abroad program tuition and student allowance expenses$4,998,562$4,998,562$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,710,373TotalAmt
Program Services$9,915,275ProgramServicesAmt
Management And General$918,173ManagementAndGeneralAmt
Fundraising$876,925FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,689,125,624TotalAmt
Program Services$1,398,600,160ProgramServicesAmt
Management And General$239,962,560ManagementAndGeneralAmt
Fundraising$50,562,904FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$147,633,812BOYAmt
EOY$214,495,380EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$541,065,008BOYAmt
EOY$573,814,806EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$69,899,158BOYAmt
EOY$69,796,895EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$23,795,850BOYAmt
EOY$20,544,508EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$5,380,559BOYAmt
EOY$5,373,535EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$26,546,462BOYAmt
EOY$21,091,241EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,573,951,597LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,045,233,526LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,517,801,176BOYAmt
EOY$2,528,718,071EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,517,482,069BOYAmt
EOY$1,768,873,869EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$11,481,604,716BOYAmt
EOY$13,192,518,614EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,701,738BOYAmt
EOY$11,937,271EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$17,343,365,261BOYAmt
EOY$18,413,618,903EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$178,526,885BOYAmt
EOY$173,267,230EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$41,400,000BOYAmt
EOY$9,450,000EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$147,589,584BOYAmt
EOY$135,393,013EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,890,000BOYAmt
EOY$7,890,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$43,687,486BOYAmt
EOY$42,707,172EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,060,000,000BOYAmt
EOY$1,215,000,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,146,253,499BOYAmt
EOY$2,336,418,641EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,625,347,454BOYAmt
EOY$3,920,126,056EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,094,168,761BOYAmt
EOY$6,449,993,016EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,623,849,046BOYAmt
EOY$8,043,499,831EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,718,017,807BOYAmt
EOY$14,493,492,847EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,343,365,261BOYAmt
EOY$18,413,618,903EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$829,308,836ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$55,528,015NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$109,361,811OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$571,970,426CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$472,008,270CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$604,423,145CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$431,769,100CurrentTaxYearMinus1YearAmt
Current Tax Year$616,826,545CurrentTaxYearAmt
Total$2,696,997,486TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$571,970,426CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$472,008,270CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$604,423,145CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$431,769,100CurrentTaxYearMinus1YearAmt
Current Tax Year$616,826,545CurrentTaxYearAmt
Total$2,696,997,486TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$33,515,948SubstantialContributorsTotAmt
Public Support Total170$2,663,481,538PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$131,216,819CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$146,567,877CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123,612,928CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,631,423CurrentTaxYearMinus1YearAmt
Current Tax Year$112,966,188CurrentTaxYearAmt
Total$653,995,235TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,584,469CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,602,939CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,563,083CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,254,844CurrentTaxYearMinus1YearAmt
Current Tax Year$2,204,531CurrentTaxYearAmt
Total$23,209,866TotalAmt
FieldValueIRS element (for citing)
Total Support$3,374,202,587TotalSupportAmt
Gross Receipts Rltd Activities$4,817,844,300GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7894PublicSupportCY170Pct
Public Support PY1700.7839PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - MISC FEES & COMMISSIONS, COLUMN A - 8584469.0, COLUMN B - 5602939.0, COLUMN C - 2563083.0, COLUMN D - 4254844.0, COLUMN E - 2204531.0, COLUMN F - 23209866.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

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

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$251,874FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$251,874FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,697,891,025FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,698,142,899FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

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

Grassroots Nontaxable GrassrootsNontaxableGrp

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

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

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

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

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

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$346,592CurrentYearMinus3Amt
Current Year Minus2$406,296CurrentYearMinus2Amt
Current Year Minus1$376,850CurrentYearMinus1Amt
Current Year$251,874CurrentYearAmt
Total$1,381,612TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$0CurrentYearMinus3Amt
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held99DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held0FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$96,464,428DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$0FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$14,329,530DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$0FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$156,583,453DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$0FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,565,964,003BeginningYearBalanceAmt
Contributions$422,471,002ContributionsAmt
Investment Earnings Or Losses$822,244,833InvestmentEarningsOrLossesAmt
Grants Or Scholarships$137,642,635GrantsOrScholarshipsAmt
Other Expenditures$353,614,933OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$12,319,422,270EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,065,057,730BeginningYearBalanceAmt
Contributions$261,246,505ContributionsAmt
Investment Earnings Or Losses$765,578,576InvestmentEarningsOrLossesAmt
Grants Or Scholarships$130,944,418GrantsOrScholarshipsAmt
Other Expenditures$394,974,390OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$11,565,964,003EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,684,936,261BeginningYearBalanceAmt
Contributions$662,176,446ContributionsAmt
Investment Earnings Or Losses$1,163,921,488InvestmentEarningsOrLossesAmt
Grants Or Scholarships$124,814,669GrantsOrScholarshipsAmt
Other Expenditures$321,161,796OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$11,065,057,730EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,748,265,671BeginningYearBalanceAmt
Contributions$252,183,661ContributionsAmt
Investment Earnings Or Losses$1,064,158,115InvestmentEarningsOrLossesAmt
Grants Or Scholarships$116,509,007GrantsOrScholarshipsAmt
Other Expenditures$263,162,179OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$9,684,936,261EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,784,380,859BeginningYearBalanceAmt
Contributions$337,865,213ContributionsAmt
Investment Earnings Or Losses-$39,870,136InvestmentEarningsOrLossesAmt
Grants Or Scholarships$108,274,792GrantsOrScholarshipsAmt
Other Expenditures$225,835,473OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$8,748,265,671EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.395BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.235PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.37TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$9,300,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$47,391,659OtherCostOrOtherBasisAmt
Book Value$56,691,659BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$79,640,504InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,755,121,796OtherCostOrOtherBasisAmt
Depreciation$716,785,594DepreciationAmt
Book Value$2,117,976,706BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,289,135OtherCostOrOtherBasisAmt
Depreciation$8,734,750DepreciationAmt
Book Value$25,554,385BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$374,799InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$401,921,178OtherCostOrOtherBasisAmt
Depreciation$231,676,550DepreciationAmt
Book Value$170,619,427BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$62,500InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$245,850,026OtherCostOrOtherBasisAmt
Depreciation$88,036,632DepreciationAmt
Book Value$157,875,894BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,528,718,071TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$134,646BookValueAmt
Method ValuationFMethodValuationCd

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$6,074,508BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Short-term investments$396,126,598F
Public equities - U.S.$880,141,901F
Public equities - Non-U.S.$2,499,488,968F
Public equities - Long/short strategies$764,579,085F
Private equity$5,592,045,693F
Opportunistic$1,250,484,849F
Core diversifiers$732,437,488F
Fixed income$899,461,333F
Defined benefit pension plan assets$171,543,545F
FieldValueIRS element (for citing)
Total Book Value Securities$13,192,518,614TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)

DescDescAmtAmt
Short-term borrowing$125,000,000
Government advances for student loans$11,379,720
Liabilities associated with investments$1,672,603,158
Obligations under split-interest agreements$206,204,401
Conditional asset retirement obligations$25,730,978
Pension and other accrued postretirement benefits$170,803,123
Debt-related derivative instruments$106,871,787
Student organization funds and other deposits$7,308,219
Self-insurance reserves$3,623,490
Other liabilities$6,893,765
FieldValueIRS element (for citing)
Total Liability$2,336,418,641TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,055,605,419TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$55,528,015NetUnrealizedGainsInvstAmt
Other Revenue-$457,023,231OtherRevenueAmt
Revenue Not Reported-$401,495,216RevenueNotReportedAmt
Revenue Subtotal$2,457,100,635RevenueSubtotalAmt
Investment Expenses Not Incld$62,138,289InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$804,464OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$61,333,825RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,518,434,460TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,280,130,379TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$804,464OtherExpensesIncludedAmt
Expenses Not Reported$804,464ExpensesNotReportedAmt
Expenses Subtotal$1,279,325,915ExpensesSubtotalAmt
Investment Expenses Not Incld2$62,138,289InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$347,661,420OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$409,799,709ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,689,125,624TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part X Asset RetirementThe University recognizes asset retirement obligations when incurred. A discounting technique is used to calculate the present value of the capitalized asset retirement costs and the related obligation. Asset retirement costs are depreciated over the estimated remaining useful life of the related asset and the asset retirement obligation is accreted annually to the current present value. Upon settlement of an obligation, any difference between the retirement obligation and the cost to settle is recognized as a gain or loss in the consolidated statement of changes in unrestricted net assets. The University's conditional asset retirement obligations relate primarily to asbestos remediation and will be settled upon undertaking associated renovation projects.
Schedule D, Part III, Line 1a Collections of art - financial statement footnoteTHE UNIVERSITY DOES NOT CAPITALIZE THE COST OF LIBRARY BOOKS, NOR THE COST OR FAIR VALUE OF ITS ART COLLECTION. THE LATTER IS HELD FOR EXHIBITION AND EDUCATIONAL PURPOSES ONLY AND NOT FOR FINANCIAL GAIN.
Schedule D, Part III, Line 4 Collections of art - description of collectionsTHE SNITE MUSEUM OF ART MAINTAINS A COLLECTION OF OVER 29,000 ORIGINAL WORKS OF ART WHICH ARE UTILIZED FOR EXHIBITION, TEACHING, RESEARCH AND EDUCATIONAL OUTREACH PROGRAMS.
Schedule D, Part V, Line 4 Intended uses of endowment fundsEndowment distributions are used to fund a variety of operational needs, including scholarships & fellowships, faculty chairs, academic, religious and student programs, libraries, capital projects and renewals, athletics, other endowment programs, and general operations.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Tuition scholarships and fellowships - -XXX-XX-XXXX Room & board scholarships - -8664944 Net gain/(loss) on debt-related derivative instruments - -61243527 Net pension and postretirement benefits-related changes - -52996739 Change in value of split-interest agreements - 6106734 Other, net - -4611323
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsExpenses associated with generating rental income - -732918 Direct expenses of fundraising events - -70964 Direct expenses from gaming activities - -582
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Expenses associated with generating rental income - 732918 Direct expenses of fundraising events - 70964 Direct expenses from gaming activities - 582
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsTuition scholarships and fellowships - XXX-XX-XXXX Room & board scholarships - 8664944 Other, net - 3383044

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICYThe University nondiscrimination policy is disclosed to each prospective student at the time of application and is also disclosed on the website of the University's Admissions Office. The University draws students nationally and internationally and enrolls meaningful numbers of minority students.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENTThe University receives financial assistance from various governmental agencies within the Federal Government and local jurisdictions. The governmental grants and contracts support certain research projects and student financial aid.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (79 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtOfficesOfficesCntEmployeeEmployeeCntSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the CaribbeanInvestments$5,152,940,875
East Asia and the PacificInvestments$174,921,392
Europe (Including Iceland and Greenland)Investments$1,033,893,290
Middle East and North AfricaInvestments$9,552,422
North America (Canada & Mexico only)Investments$178,149,409
South AmericaInvestments$4,613,396
South AsiaInvestments$176,677,094
Sub-Saharan AfricaInvestments$364,460,834
East Asia and the PacificProgram Services$1,391,11714International Study Program
Europe (Including Iceland and Greenland)Program Services$22,718,3824103International Study Program
Middle East and North AfricaProgram Services$1,125,51816International Study Program
North America (Canada & Mexico only)Program Services$480,3282International Study Program
Russia and Neighboring StatesProgram Services$34,577International Study Program
South AmericaProgram Services$669,62425International Study Program
South AsiaProgram Services$101,5851International Study Program
Sub-Saharan AfricaProgram Services$147,957International Study Program
East Asia and the Pacific,Investment Operations$44,695
Europe (Including Iceland and Greenland),Investment Operations$1,203,018
North America (Canada & Mexico only),Investment Operations$8,142
South Asia,Investment Operations$364,555
Sub-Saharan Africa,Investment Operations$1,385,417
Central America and the CaribbeanFundraising$24,634
East Asia and the PacificFundraising$8,468
Europe (Including Iceland and Greenland)Fundraising$79,200
North America (Canada & Mexico only)Fundraising$22,531
South AmericaFundraising$13,294
Central America and the CaribbeanProgram Services$1,832Auxillary Enterprises
Central America and the CaribbeanProgram Services$122,034Instruction
Central America and the CaribbeanProgram Services$11,192Management & General
Central America and the CaribbeanProgram Services$40,8769Other
Central America and the CaribbeanProgram Services$166,38210Research
East Asia and the PacificProgram Services$7,922Auxillary Enterprises
East Asia and the PacificProgram Services$531,083Instruction
East Asia and the PacificProgram Services$109,636Management & General
East Asia and the PacificProgram Services$141,138Other
East Asia and the PacificProgram Services$221,070Research
Europe (Including Iceland and Greenland)Program Services$132,395Auxillary Enterprises
Europe (Including Iceland and Greenland)Program Services$2,464,3266Instruction
Europe (Including Iceland and Greenland)Program Services$1,279,676Management & General
Europe (Including Iceland and Greenland)Program Services$950,0463Other
Europe (Including Iceland and Greenland)Program Services$834,92917Research
Middle East and North AfricaProgram Services$4,277Auxillary Enterprises
Middle East and North AfricaProgram Services$155,291Instruction
Middle East and North AfricaProgram Services$241,156Management & General
Middle East and North AfricaProgram Services$147,470Other
Middle East and North AfricaProgram Services$41,477Research
North America (Canada & Mexico only)Program Services$75,874Auxillary Enterprises
North America (Canada & Mexico only)Program Services$337,998Instruction
North America (Canada & Mexico only)Program Services$50,131Management & General
North America (Canada & Mexico only)Program Services$59,9293Other
North America (Canada & Mexico only)Program Services$72,535Research
Russia and Neighboring StatesProgram Services$2,596Auxillary Enterprises
Russia and Neighboring StatesProgram Services$32,249Instruction
Russia and Neighboring StatesProgram Services$18,652Management & General
Russia and Neighboring StatesProgram Services$11,841Other
Russia and Neighboring StatesProgram Services$23,610Research
South AmericaProgram Services$2,238Auxillary Enterprises
South AmericaProgram Services$238,609Instruction
South AmericaProgram Services$57,843Management & General
South AmericaProgram Services$138,67010Other
South AmericaProgram Services$106,8726Research
South AsiaProgram Services$138,6721Instruction
South AsiaProgram Services$9,195Management & General
South AsiaProgram Services$41,0947Other
South AsiaProgram Services$68,0971Research
Sub-Saharan AfricaProgram Services$4,371Auxillary Enterprises
Sub-Saharan AfricaProgram Services$274,0351Instruction
Sub-Saharan AfricaProgram Services$54,111Management & General
Sub-Saharan AfricaProgram Services$103,0053Other
Sub-Saharan AfricaProgram Services$361,959230Research
Central America and the CaribbeanGrantmaking$2,102,890
East Asia and the PacificGrantmaking$837,886
Europe (Including Iceland and Greenland)Grantmaking$1,718,594
Middle East and North AfricaGrantmaking$1,605,581
North America (Canada & Mexico only)Grantmaking$116,868
Russia and Neighboring StatesGrantmaking$31,142
South AmericaGrantmaking$369,876
South AsiaGrantmaking$174,697
Sub-Saharan AfricaGrantmaking$1,267,036
FieldValueIRS element (for citing)
Subtotal Offices8SubtotalOfficesCnt
Subtotal Employees121SubtotalEmployeesCnt
Continuation Total Office2ContinuationTotalOfficeCnt
Continuation Total Employee107ContinuationTotalEmployeeCnt
Total Office10TotalOfficeCnt
Total Employee228TotalEmployeeCnt
Subtotal Spent$7,121,877,800SubtotalSpentAmt
Continuation Spent$21,266,918ContinuationSpentAmt
Total Spent$7,143,144,718TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (28 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Central America and the Caribbeansee Part V$1,958,033Check/Wire
Sub-Saharan Africasee Part V$7,350Check/Wire
Sub-Saharan Africasee Part V$116,531Check/Wire
Europe (Including Iceland and Greenland)see Part V$64,165Check/Wire
Europe (Including Iceland and Greenland)see Part V$89,866Check/Wire
Central America and the Caribbeansee Part V$136,405Check/Wire
Europe (Including Iceland and Greenland)see Part V$22,675Check/Wire
Europe (Including Iceland and Greenland)see Part V$27,781Check/Wire
South Asiasee Part V$5,425Check/Wire
East Asia and the Pacificsee Part V$282,946Check/Wire
South Asiasee Part V$30,000Check/Wire
South Asiasee Part V$79,762Check/Wire
Sub-Saharan Africasee Part V$1,065,322Check/Wire
Sub-Saharan Africasee Part V$9,619Check/Wire
Sub-Saharan Africasee Part V$47,254Check/Wire
Sub-Saharan Africasee Part V$10,000Check/Wire
Europe (Including Iceland and Greenland)see Part V$169,554Check/Wire
South Asiasee Part V$55,026Check/Wire
North America (Canada & Mexico only)see Part V$87,000Check/Wire
East Asia and the Pacificsee Part V$202,641Check/Wire
South Americasee Part V$212,683Check/Wire
Middle East and North Africasee Part V$1,423,269Check/Wire
Russia and Neighboring Statessee Part V$12,000Check/Wire
South Americasee Part V$104,293Check/Wire
Europe (Including Iceland and Greenland)see Part V$49,922Check/Wire
Middle East and North Africasee Part V$158,842Check/Wire
Europe (Including Iceland and Greenland)see Part V$57,949Check/Wire
East Asia and the Pacificsee Part V$100,000Check/Wire
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org27TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (17 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Housing and Other AssistanceCentral America and the Caribbean1$8,000Check/Wire/Direct Deposit
Housing and Other AssistanceEast Asia and the Pacific22$50,703Check/Wire/Direct Deposit
Housing and Other AssistanceEurope (Including Iceland and Greenland)691$1,226,883Check/Wire/Direct Deposit
Housing and Other AssistanceMiddle East and North Africa33$23,470Check/Wire/Direct Deposit
Housing and Other AssistanceNorth America (Canada & Mexico only)34$29,220Check/Wire/Direct Deposit
Housing and Other AssistanceRussia and Neighboring States5$16,180Check/Wire/Direct Deposit
Housing and Other AssistanceSouth America35$39,500Check/Wire/Direct Deposit
Housing and Other AssistanceSub-Saharan Africa4$4,450Check/Wire/Direct Deposit
Prizes and AwardsEast Asia and the Pacific1$200,000Check/Wire/Direct Deposit
Research/TravelCentral America and the Caribbean1$452Check/Wire/Direct Deposit
Research/TravelEast Asia and the Pacific2$1,596Check/Wire/Direct Deposit
Research/TravelEurope (Including Iceland and Greenland)19$9,799Check/Wire/Direct Deposit
Research/TravelNorth America (Canada & Mexico only)2$648Check/Wire/Direct Deposit
Research/TravelRussia and Neighboring States2$2,962Check/Wire/Direct Deposit
Research/TravelSouth America2$13,400Check/Wire/Direct Deposit
Research/TravelSouth Asia1$4,484Check/Wire/Direct Deposit
Research/TravelSub-Saharan Africa4$6,510Check/Wire/Direct Deposit
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTPS://CONTROLLER.ND.EDU/assets/91679/SUBRECIPIENT_MONITORING.PDF. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY.
Schedule F, Part II, Line 1(d) Purpose of GrantPayments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTPS://CONTROLLER.ND.EDU/assets/91679/SUBRECIPIENT_MONITORING.PDF. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Golf OutingEvent1Nm
Gross Receipts Event1$279,476GrossReceiptsEvent1Amt
Charitable Contri Event1$261,325CharitableContriEvent1Amt
Gross Revenue Event1$18,151GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$1,808NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$600FoodAndBeverageEvent1Amt
Entertainment Event1$933EntertainmentEvent1Amt
Other Direct Expenses Event1$6,165OtherDirectExpensesEvent1Amt
Event2Annual DinnerEvent2Nm
Gross Receipts Event2$88,200GrossReceiptsEvent2Amt
Charitable Contri Event2$77,160CharitableContriEvent2Amt
Gross Revenue Event2$11,040GrossRevenueEvent2Amt
Cash Prizes Event2$0CashPrizesEvent2Amt
Non Cash Prizes Event2$0NonCashPrizesEvent2Amt
Rent Facility Costs Event2$2,557RentFacilityCostsEvent2Amt
Food And Beverage Event2$22,508FoodAndBeverageEvent2Amt
Entertainment Event2$884EntertainmentEvent2Amt
Other Direct Expenses Event2$7,451OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$33,830GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$29,445CharitableContriOtherEventsAmt
Gross Revenue Other Events$4,385GrossRevenueOtherEventsAmt
Cash Prizes Other Events$0CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$445NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$15,883RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$6,073FoodAndBeverageOtherEventsAmt
Entertainment Other Events$2,000EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$3,657OthDirectExpnssOtherEventsAmt
Gross Receipts Total$401,506GrossReceiptsTotalAmt
Charitable Contributions Tot$367,930CharitableContributionsTotAmt
Gross Revenue Total Events$33,576GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$2,253NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$18,440RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$29,181FoodAndBeverageTotalEventsAmt
Entertainment Total Events$3,817EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$17,273OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$70,964DirectExpenseSummaryEventsAmt
Net Income Summary-$37,388NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Bingo$0GrossRevenueBingoAmt
Cash Prizes Bingo$0CashPrizesBingoAmt
Non Cash Prizes Bingo$0NonCashPrizesBingoAmt
Rent Facility Costs Bingo$0RentFacilityCostsBingoAmt
Other Direct Expenses Bingo$0OtherDirectExpensesBingoAmt
Gross Revenue Pull Tabs$0GrossRevenuePullTabsAmt
Cash Prizes Pull Tabs$0CashPrizesPullTabsAmt
Non Cash Prizes Pull Tabs$0NonCashPrizesPullTabsAmt
Rent Facility Costs Pull Tabs$0RentFacilityCostsPullTabsAmt
Other Direct Expenses Pull Tabs$0OtherDirectExpensesPullTabsAmt
Gross Revenue Other Gaming$22,463GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming$0CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming$0NonCashPrizesOtherGamingAmt
Rent Fclty Costs Other Gaming$0RentFcltyCostsOtherGamingAmt
Oth Direct Expnss Other Gaming$582OthDirectExpnssOtherGamingAmt
Volunteer Labor Other GamingYes (true)VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming1.0VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$22,463GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming$0CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming$0NonCashPrizesTotalGamingAmt
Rent Fclty Costs Total Gaming$0RentFcltyCostsTotalGamingAmt
Oth Direct Expnss Total Gaming$582OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$582DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$21,881NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedINStatesWhereGamingConductedCd
LicensedYes (true)LicensedInd
License Suspended EtcfalseLicenseSuspendedEtcInd
Gaming With NonmembersYes (true)GamingWithNonmembersInd
Member Of Other EntityfalseMemberOfOtherEntityInd
Gaming Own Facility1.0GamingOwnFacilityPct
Gaming Other Facility0.0GamingOtherFacilityPct
Individual With BooksAndrew PalufIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1Controllers Office 724 Grace HallAddressLine1Txt
CityNotre DameCityNm
State AbbreviationINStateAbbreviationCd
ZIP46556ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game RevfalseCntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (258 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
A Rosie Place for Children
53131 Quince RoadSouth BendIN466289691371523448501(c)(3)$16,000see Part IV
ACHTUS
140 CommonwealthChestnut HillMA02453742609252501(c)(3)$5,500see Part IV
Adaptive Sports Center
10 Crested ButteCrested ButteCO81224841063447501(c)(3)$100,000see Part IV
Advanced Security Training Inst Inc
PO Box 13112AlexandriaVA22312810998962501(c)(3)$100,000see Part IV
Alaska Ocean Observing System
301 Railway AveSewardAK99664920132479501(c)(3)$25,864see Part IV
All Faiths Food Bank Inc
8171 Blaikie CtSarasotaFL34240650115814501(c)(3)$40,000see Part IV
Allentown Diocese Bishop Appeal
PO Box FAllentownPA18105464060526501(c)(3)$7,500see Part IV
American Cancer Society
250 Williams Street NWAtlantaGA30303131788491501(c)(3)$13,500see Part IV
Applied Technology Council
201 RedwoodShoresRedwoodCityCA94065237231360501(c)(3)$15,613see Part IV
ARNOVA
441 West Michigan StIndianapolisIN46202237378021501(c)(3)$7,000see Part IV
Asbury University
1 Macklem DriveWilmoreKY40390610458355501(c)(3)$5,781see Part IV
Aspen Institute
1000 North 3rd StAspenCO81611840399006501(c)(3)$50,000see Part IV
Assumption of the Blessed Virgin Mary
4101 Old Bethlehem PikeBethlehemPA180159097951789119501(c)(3)$35,000see Part IV
Auburn University
208 M White Smith HallAuburnAL368490001638000724501(c)(3)$13,572see Part IV
Barnard College
115 Milbank 3009 BroadwayNew YorkNY100276598131628149501(c)(3)$65,482see Part IV
Basis Policy Research LLC
104R NC Highway 54CarrboroNC275105569270475968$39,333see Part IV
Battelle Memorial Institute
505 King AveColumbusOH43201314379427501(c)(3)$24,996see Part IV
Big BrothersBig Sisters
218 West Washington StreetSouth BendIN466011850231365190501(c)(3)$6,000see Part IV
Bloomsburg University Foundation Inc
50 Main StreetBloomsburgPA17815237088491501(c)(3)$10,000see Part IV
Boston University
25 Buick StreetBostonMA02215042103547501(c)(3)$17,846see Part IV
Boys & Girls Club-St Joseph County
502 E Sample StreetSouth BendIN46601351329625501(c)(3)$17,500see Part IV
Braun Analytics
51285 Bittersweet RoadGrangerIN46530810880476$7,500see Part IV
Bridges to Community
480 North Bedford RoadChappaquaNY105141715133731405501(c)(3)$25,000see Part IV
Brigham Young University
C-233 AsbProvoUT846021015042312909501(c)(3)$23,624see Part IV
Brothers of Holy Cross
PO Box 460Notre DameIN46556350868938501(c)(3)$25,000see Part IV
BuildOn
PO Box 16741StamfordCT06905223128648501(c)(3)$200,000see Part IV
Butler University
4600 Sunset AveIndianapolisIN46208350867977501(c)(3)$12,000see Part IV
California Institute of Technology
1200 East California BoulevardPasadenaCA911250001951643307501(c)(3)$56,098see Part IV
Cardinal Glennon Foundation
3800 Park AvenueSaint LouisMO63110431754347501(c)(3)$10,000see Part IV
Case Western Reserve Univ
10900 Euclid AvenueClevelandOH441067037341018992501(c)(3)$6,787see Part IV
CASIE Center
533 N Niles AveSouth BendIN46617351899479501(c)(3)$10,000see Part IV
Catholic Bishop of Chicago
524 9th StreetWilmetteIL600912714362171003501(c)(3)$25,000see Part IV
Catholic Charities Fort Worth
Post Office Box 15610Fort WorthTX761190610750808769501(c)(3)$10,000see Part IV
Catholic Charities of the Archdiocese of Washington DC
924 G Street NorthwestWashingtonDC200014532530196524501(c)(3)$140,000see Part IV
Catholic Children's Learning Corporation
110 Wayne AvenueAmherstNY142282216842152740501(c)(3)$80,000see Part IV
Catholic Church Extension Society
150 South Wacker DriveChicagoIL606064214366000520501(c)(3)$20,000see Part IV
Catholic Community Foundation of South Carolina
45 Beach City RoadHilton Head IslandSC29926821557805501(c)(3)$10,000see Part IV
Catholic Family Center
87 North Clinton AvenueRochesterNY146041458160743945501(c)(3)$13,345see Part IV
Catholic Investment Services Inc
200 State Street 14th FloorBostonMA02109464354011501(c)(3)$33,333see Part IV
Catholic Leadership Institute
440 East Swedesford RoadWaynePA190871831232661414501(c)(3)$10,000see Part IV
Catholic Student Center at Washington University
6352 Forsyth BlvdSt LouisMO63105430653244501(c)(3)$260,000see Part IV
Celtic Charms Inc
671 Fort Plains RoadHowellNJ07731272039852501(c)(3)$55,000see Part IV
Center for Disease Control
1600 Clinfton RD NEAtlantaGA30329586051157Federal$7,068see Part IV
Center for Excellence in Education
8201 Greensboro DriveMcLeanVA221023813521256563501(c)(3)$200,000see Part IV
Center for the Homeless
813 S Michigan StreetSouth BendIN46601351768544501(c)(3)$102,050see Part IV
Chicago Council on Global Affairs
Prudential Plaza 180 N StetsonChicagoIL60601362181969501(c)(3)$50,000see Part IVSuite 1400
Christ the King Catholic Church
821 South Dale Mabry HighwayTampaFL336094410461748937501(c)(3)$9,000see Part IV
City of Rochester
30 Church StreetRochesterNY146141290166002551City-Rochester$21,015see Part IV
City of South Bend
227 W Jefferson BlvdSouth BendIN46601356001201City-South Bend$500,000see Part IV
Claremont Graduate University
150 E Tenth StreetClaremontCA91711951664100501(c)(3)$300,000see Part IV
Clemson University
Suite 200 230 Kappa StreetClemsonSC296340001576000254State of SC$67,347see Part IV
Colgate University
13 Oak DriveHamiltonNY133461386150532078501(c)(3)$13,893see Part IV
College of St Benedict
37 College Avenue SouthSaint JosephMN563742099410969244501(c)(3)$17,021see Part IV
College of William and Mary
Post Office Box 8795WilliamsburgVA231878795546001718State of Virginia$119,761see Part IV
Colorado School of Mines
1500 Illinois StGoldenCO80401846000551501(c)(3)$37,560see Part IV
Colorado State University
601 South Howes StFort CollinsCO805212807846000545State of Colorado$43,036see Part IV
Columbia University
615 West 131st StreetNew YorkNY100277922135598093501(c)(3)$121,942see Part IV
Community InitiativesThe Carpentries
1000 BroadwayOaklandCA946074044943255070501(c)(3)$8,000see Part IV
Congregation of Holy Cross
Post Office Box 460Notre DameIN46556320344245501(c)(3)see Part IV$4,448,502FMVProperty, Plant, & Equipment
Consortium of Universities for Global Health
1608 Rhode Island Avenue NWWashingtonDC200363206271481036501(c)(3)$10,000see Part IV
Convent of the Sacred Heart
1 East 91st StreetNew YorkNY101280689131628166501(c)(3)$500,000see Part IV
Cornell University
Post Office Box 22IthacaNY148510022150532082501(c)(3)$745,879see Part IV
Cornerstone of Hope
5905 Brecksville RoadIndependenceOH441311517341945499501(c)(3)$15,000see Part IV
Cristo Rey Network
11 East Adams Street Suite 800ChicagoIL60603043730980501(c)(3)$10,000see Part IV
Cultivate Food Rescue
701 North Niles AvenueSouth BendIN466171923813306113501(c)(3)$41,000see Part IV
Cure Alzheimer's Fund
34 Washington Street Suite 200Wellesley HillsMA02481522396428501(c)(3)$265,000see Part IV
Dartmouth College
11 Rope Ferry RoadHanoverNH037551404020222111501(c)(3)$83,786see Part IV
Dawn Brancheau Foundation Inc
9030 Via Bella NotteOrlandoFL32836273700500501(c)(3)$10,000see Part IV
DC Dept of Behavioral and Community Health
85 Civic Center PlazaPoughkeepsieNY12601146002566County-Dutchess$41,592see Part IV
De La Salle Blackfeet School
Post Office Box 1489BrowningMT594171489810304712501(c)(3)$30,000see Part IV
Declan Drumm Sullivan Memorial Fund
3539 Long Grove RoadLong GroveIL60047276886934501(c)(3)$40,000see Part IV
DePaul University
1 East Jackson BoulevardChicagoIL606042287362167048501(c)(3)$58,379see Part IV
Diocese of Fort Wayne-So Bend
915 S Clinton StreetFort WayneIN46802350876373501(c)(3)$35,000see Part IV
Dismas House
521 Saint Joseph PO Box 4571South BendIN466344571825172824501(c)(3)$20,000see Part IV
Doctors Without Borders USA
40 Rector StreetNew YorkNY100061751133433452501(c)(3)$15,000see Part IV
Downtown South Bend Inc
217 S Michigan StreetSouth BendIN46601351546291501(c)(6)$10,000see Part IV
Duke University
Post Office Box 602651CharlotteNC282602651560532129501(c)(3)$170,802see Part IV
Early Childhood Development Center
10 Child Care CenterNotre DameIN46556311188922501(c)(3)$200,000see Part IV
East Carolina University
2200 South Charles BlvdGreenvilleNC278581821566093187501(c)(3)$75,373see Part IV
Elkhart Community Schools
2720 California RdElkhartIN465141220351965965501(c)(3)$1,000,000see Part IV
Elkhart Education Foundation
2746 Old US 20 WestElkhartIN465141365463429545501(c)(3)$17,000see Part IV
Emory University
1762 Clifton RdAtlantaGA30322580566256501(c)(3)$6,750see Part IV
enFocus Inc
635 South Lafayette BoulevardSouth BendIN466012219455638209501(c)(3)$835,000see Part IV
Eye to Eye
50 Broad Street Suite 1702New YorkNY10004510570498501(c)(3)$250,000see Part IV
Fellowship of Catholic University Students
Post Office Box 18710GoldenCO804026045841522811501(c)(3)$25,000see Part IV
Fidelity Charitable
Post Office Box 770001CincinnatiOH452770001110303001501(c)(3)$55,000see Part IV
Fischoff National Chamber Music Association
119 Haggar HallNotre DameIN465565636351650154501(c)(3)$47,618see Part IV
Food Bank of Northern Indiana
702 Chapin StreetSouth BendIN46601351898055501(c)(3)$13,900see Part IV
Fordham University
441 E Fordham RoadBronxNY10458131740451501(c)(3)$53,577see Part IV
Forging Industry Education & Research Foundation
1111 Superior Avenue EastClevelandOH441142568346556992501(c)(3)$30,000see Part IV
Forty Carrots of Sarasota Inc
1500 South Tuttle AvenueSarasotaFL342392615650405988501(c)(3)$10,000see Part IV
Foster AmericaTides Center
Post Office Box 29907San FranciscoCA941290907943213100501(c)(3)$50,000see Part IV
Foundation for Center for Hospice a
501 Comfort PlaceMishawakaIN465455234310952866501(c)(3)$5,400see Part IV
General Electric Corporation (GE)
dba GE Aviation PO Box 641027PittsburghPA152641027140689340$259,438see Part IV
GeoPoll Mobile Accord Inc
Suite 125 3000 Lawrence StreetDenverCO802053422202939332$19,625see Part IV
Georgia Tech Research Corporation
Post Office Box 100117AtlantaGA303840117580603146State of Georgia$2,280,257see Part IV
GRACE Inc
1087 Kellogg StreetGreen BayWI543033058311043974501(c)(3)$10,000see Part IV
Grassroot Soccer Inc
15 Lebanon StHanoverNH03755431957920501(c)(3)$1,000,000see Part IV
Habitat for Humanity
402 E South StSouth BendIN46601311196894501(c)(3)$28,000see Part IV
Harvard
1033 Massachusetts AveCambridgeMA02138042103580501(c)(3)$22,500see Part IV
Heisman Trophy Trust
111 Broadway Suite 103ANew YorkNY10006137052079501(c)(3)$8,500see Part IV
Hispanic Summer Program
3041 BroadwayNew YorkNY100275701383708943501(c)(3)$9,000see Part IV
Holy Cross College
54515 SR 933 Highway NorthNotre DameIN46556351148835501(c)(3)$50,000see Part IV
Holy Cross Missions
102 Moreau SeminaryNotre DameIN46556526044122501(c)(3)$233,000see Part IV
Holy Cross School
1020 Wilber StreetSouth BendIN46628350992113501(c)(3)$17,667see Part IV
HomeFirst of Santa Clara County
507 Valley WayMilpitasCA95035942684272501(c)(3)$20,198see Part IV
Hope Ministries
PO Box 4488South BendIN46634351038532501(c)(3)$10,000see Part IV
Hospice Foundation
501 Comfort PlaceMishawakaIN46545300433147501(c)(3)$10,200see Part IV
Icahn School of Medicine at Mount Sinai
One Gustave L Levy PlaceNew YorkNY100296574136171197501(c)(3)$175,000see Part IV
Illinois Institute of Technology
7562 Solutions CenterChicagoIL606770001352170136501(c)(3)$262,857see Part IV
Imagination Library
111 Dollywood LanePigeon ForgeTN37863621348105501(c)(3)$20,000see Part IV
Imani & Unidad Inc
914 Lincoln Way WestSouth BendIN466161152810615463501(c)(3)$10,000see Part IV
Indiana University
509 E 3rd StBloomingtonIN482780001356001673State of Indiana$381,136see Part IV
International Research & Exchanges
Suite 600 1275 K Street NorthwestWashingtonDC200054064223087809501(c)(3)$88,641see Part IV
Iowa State University
221 Wanda Daley DriveAmesIA500110001426004224501(c)(3)$47,253see Part IV
Ivy Tech Community College
50 W Fall Creek Pkwy North DriveIndianapolisIN462085752351180631501(c)(3)$21,707see Part IV
Joan & Sanford I Weill Medical College
1300 York AvenueNew YorkNY100654805131623978501(c)(3)$108,409see Part IV
Johns Hopkins Children's Center
750 East Pratt StreetBaltimoreMD212023149590683252501(c)(3)$10,000see Part IV
Johns Hopkins University
3400 N Charles StChicagoIL606930001520595110501(c)(3)$815,556see Part IV
Joyful Heart Foundation
32 West 22nd Street 4th FloorNew YorkNY10010721519537501(c)(3)$12,500see Part IV
Junior Achievement of Southeast Tex
2115 East Governors CircleHoustonTX770928799741153957501(c)(3)$15,000see Part IV
Junior Achievement USA
1 Education WayColorado SpringsCO809064477841267604501(c)(3)$10,000see Part IV
Kelly Cares Foundation
1251 N Eddy Street Suite 200South BendIN46617263591070501(c)(3)$11,340see Part IV
La Casa de Amistad
746 S Meade StreetSouth BendIN46619351350013501(c)(3)$18,500see Part IV
Latino Studies Association
Box 870214TuscaloosaAL35405520882881501(c)(3)$10,000see Part IV
Logan Community Resources
2505 E Jefferson BlvdSouth BendIN46615350965639501(c)(3)$92,640see Part IV
Louisiana State University
204 Thomas Boyd HallBaton RougeLA708030110726000848501(c)(3)$157,209see Part IV
Loyola Jesuit Center of Morristown
161 James StreetMorristownNJ079606351221487236501(c)(3)$25,000see Part IV
Loyola University Chicago
820 North Michigan AvenueChicagoIL606112196361408475501(c)(3)$326,680see Part IV
Lumen Christi Institute
1220 East 58th StreetChicagoIL606371601364191992501(c)(3)$10,500see Part IV
Manhattan College
4513 Manhattan ParkwayRiverdaleNY10471131740468501(c)(3)$10,000see Part IV
Mathematica Policy Research
Post Office Box 2393PrincetonNJ085432393222112296$261,539see Part IV
Mayo Clinic
200 First St SWRochesterMN55902416011702501(c)(3)$25,000see Part IV
Medical University of South Carolina
MSC 804 Suite 805 19 Hagood AvenueCharlestonSC294035120576007222State of SC$97,912see Part IV
Metropolitan State University (MN)
700 East Seventh StreetSaint PaulMN551065000411607162501(c)(3)$14,141see Part IV
Miami University
725 West Chestnut StreetOxfordOH450569501316402089501(c)(3)$37,230see Part IV
Michiana Partnership Inc
4477 Progress DrSouth BendIN46628800688483501(c)(6)$179,235see Part IV
Michigan State University
426 Auditorium Rd Rm 2East LansingMI488242612386005984State of Michigan$195,329see Part IV
Misericordia Home
6300 North RidgeChicagoIL60660362170153501(c)(3)$25,000see Part IV
Montana State University
309 Montana HallBozemanMT597172470816010045State of Montana$148,998see Part IV
Munson Healthcare Foundations
1150 Medical Campus DriveTraverse CityMI496847800471161992501(c)(3)$25,000see Part IV
MZA Associates Corporation
4900 Lang Ave NEAlbuquerqueNM871099708850400557$73,283see Part IV
Naples Children & Education Foundat
999 Vanderbilt Beach Road Suite 300NaplesFL34108651001650501(c)(3)$30,000see Part IV
National Football Foundation
433 Las Colinas Blvd E Ste 1130IrvingTX75039510226347501(c)(3)$8,025see Part IV
National Institute of Health
2115 E Jefferson St MSC 8500BethesdaMD208928500520859115Federal$208,335see Part IV
National Organization of Minority Architects
Post Office Box 3558WashingtonDC200170058141855267501(c)(6)$9,000see Part IV
National Philanthropic Trust
165 Township Line RoadJenkintownPA190463594237825575501(c)(3)$2,802,281see Part IV
Neighbor To Neighbor Inc
1003 West Bryan StreetSouth BendIN466161829823646124501(c)(3)$8,000see Part IV
Norfolk State University Foundation
700 Park Avenue HBW Suite 410NorfolkVA23504237235954501(c)(3)$10,000see Part IV
Northwestern University
Post Office Box 888380EvanstonIL602080001362167817501(c)(3)$329,151see Part IV
Notre Dame Club of Chicago
224 S Michigan Avenue Suite 380ChicagoIL60604362385194501(c)(3)$14,000see Part IV
Ohio State University
2901 South Carrollton AvenueColumbusOH432101016316025986State of Ohio$77,113see Part IV
Oregon State University
Post Office Box 960CorvallisOR97331611730890State of Oregon$225,741see Part IV
Pennsylvania State University
312 Kerr Administration BuildingState CollegePA168014842246000376State of PA$151,250see Part IV
Pokagon Band of Potawatomi
3733 Locust RoadSouth BendIN46614383278535$14,678see Part IV
Polaris
Post Office Box 65323WashingtonDC200355323030391561501(c)(3)$100,000see Part IV
Princeton University
227 West Beaver AvenuePrincetonNJ085445292210634501501(c)(3)$117,808see Part IV
Produce Alliance Foundation
100 Lexington DriveBuffalo GroveIL600896937474574646501(c)(3)$10,000see Part IV
Purdue University
701 Carnegie CenterWest LafayetteIN479072040356002041State of Indiana$1,267,802see Part IV
Radiance Technologies Inc
350 Wynn Dr NWHuntsvilleAL35805631204084$15,000see Part IV
Red Cloud Indian School
100 Mission DrivePine RidgeSD577702100460275071501(c)(3)$30,000see Part IV
Research Foundation of SUNY
Post Office Box 9AlbanyNY122010009141368361501(c)(3)$55,537see Part IV
Rice University
PO Box 1892HoustonTX77251741109620501(c)(3)$16,923see Part IV
Ronald McDonald House of Dallas
4707 Bengal StreetDallasTX752358007751609401501(c)(3)$30,000see Part IV
San Jose State University Research
210 N 4th StSan JoseCA95112946017638501(c)(3)$130,891see Part IV
Scripps Research Institute
10550 North Torrey Pines RoadLa JollaCA92037330435954501(c)(3)$120,000see Part IV
Seattle Children's Hospital
Post Office Box 24728SeattleWA981240728911156519501(c)(3)$750,039see Part IV
Sisters of the Holy Cross
407 Bertrand Hall - St MarysNotre DameIN465565000350868159501(c)(3)$15,000see Part IV
Sloan Kettering Inst for Cancer
1275 York AveNew YorkNY10065131924236501(c)(3)$99,900see Part IV
Smithsonian Institution
1050 Independence Ave SWWashingtonDC205600001530206027501(c)(3)$95,559see Part IV
SOAR
3025 4th Street NortheastWashingtonDC200171103464530213501(c)(3)$5,400see Part IV
SOME Inc (So Others Might Eat)
71 O Street NorthwestWashingtonDC200011290237098123501(c)(3)$15,000see Part IV
South Bend Alumni Association
215 S St Joseph StreetSouth BendIN46601351674506501(c)(3)$7,500see Part IV
South Bend Civic Theatre
403 North Main StreetSouth BendIN466011220351572312501(c)(3)$15,000see Part IV
South Bend Elkhart Regional Partner
635 S Lafayette BlvdSouth BendIN46601351893288501(c)(3)$404,254see Part IV
South Bend Regional Chamber
101 N Michigan Street Suite 300South BendIN46601201837418501(c)(3)$65,000see Part IV
South Bend Symphony Orchestra
127 North Michigan StreetSouth BendIN466011603356042189501(c)(3)$20,000see Part IV
South Bend Venues Parks & Arts
301 S Saint Louis BoulevardSouth BendIN466173011273843043501(c)(3)$11,000see Part IV
Special Camps for Special Kids
2929 Carlisle Street Suite 355DallasTX75204752205242501(c)(3)$10,000see Part IV
St Adalbert's School
519 S Olive StreetSouth BendIN46619351095958501(c)(3)$12,000see Part IV
St Ann Catholic Church
310 North Olive AvenueWest Palm BeachFL33401596001732501(c)(3)$10,000see Part IV
St Ann Place
2107 North Dixie HighwayWest Palm BeachFL334076011530204626501(c)(3)$10,000see Part IV
St Ann School
2211 West 18th PlaceChicagoIL60608362284297501(c)(3)$16,000see Part IV
St Augustine Indian Mission
1 Mission Drive Post Office Box 766WinnebagoNE680714900470398898501(c)(3)$29,068see Part IV
St Charles Apache Mission School
355 San Carlos AvenueSan CarlosAZ85550860408580501(c)(3)$28,090see Part IV
St Clare of Assissi
15642 Clayton RoadEllisvilleMO63011430792494501(c)(3)$15,000see Part IV
St Hilary School
765 Hilary DriveTiburonCA94920941294945501(c)(3)$50,000see Part IV
St John the Evangelist Catholic School
602 West Ajo WayTucsonAZ857136046581097003501(c)(3)$14,000see Part IV
St Joseph County Parks & Rec Dept
50651 Laurel RoadSouth BendIN466371004351459569501(c)(3)$10,000see Part IV
St Joseph County Public Library
304 South Main StreetSouth BendIN46601351479645501(c)(3)$50,000see Part IV
St Joseph County Right to Life
2004 Ironwood Circle Suite 130South BendIN46635351594988501(c)(3)$9,600see Part IV
St Joseph Mission School
43222 Mission BlvdFremontCA94539943145818501(c)(3)$30,000see Part IV
St Margaret's House
117 N Lafayette BoulevardSouth BendIN46601351913328501(c)(3)$23,967see Part IV
St Mark School
7503 West Northview StreetBoiseID837047235820428765501(c)(3)$493,571see Part IV
St Mary's Catholic School Sycamore
222 Waterman StreetSycamoreIL601782141362276154501(c)(3)$10,000see Part IV
St Mary's College
153 Le Mans HallNotre DameIN46556350868158501(c)(3)$153,188see Part IV
St Mary's Mission School
PO BOX 646LivingstonMT59047810235854501(c)(3)$30,000see Part IV
St Michael Indian School
Post Office Box 650Saint MichaelsAZ865110650860101517501(c)(3)$30,000see Part IV
St Pius X Catholic Church
52553 Fir RoadGrangerIN465308865350940397501(c)(3)$25,000see Part IV
Stanford University
Post Office Box 44253San FranciscoCA941444253941156365501(c)(3)$1,257,506see Part IV
Summer of a Lifetime
1 North State StreetChicagoIL606023311364241970501(c)(3)$12,500see Part IV
Summits Education
250 Summer StreetBostonMA022101151472768711501(c)(3)$155,573see Part IV
TERC
2067 Massachusetts AveCambridgeMA02140046134355501(c)(3)$10,129see Part IV
Texas Biomedical Research Institute
Post Office Box 760549San AntonioTX782450549741109630501(c)(3)$976,860see Part IV
Texas Christian University
TCU Box 297011Fort WorthTX761290001750827465501(c)(3)$7,778see Part IV
The Bison Children's Scholarship Fund
284 Delaware AvenueBuffaloNY142021801161477288501(c)(3)$100,000see Part IV
The Wistar Institute
3601 Spruce StreetPhiladelphiaPA191044265236434390501(c)(3)$151,079see Part IV
Third Coast Percussion
4045 N Rockwell StChicagoIL60618421744369501(c)(3)$12,500see Part IV
Thomistic Institute
487 Michigan Avenue NortheastWashingtonDC200171518520882333501(c)(3)$7,863see Part IV
TrustBridge Global Foundation USA Inc
1901 Ulmerton RoadClearwaterFL337622311593498416501(c)(3)$30,000see Part IV
United States Geological Survey
Post Office Box 71362PhiladelphiaPA191761362530196958Federal$20,200see Part IV
United Way of Indian River County Inc
1836 14th AvenueVero BeachFL329600620591087090501(c)(3)$10,000see Part IV
United Way of St Joseph County
3517 East Jefferson BoulevardSouth BendIN466152282351063368501(c)(3)$307,744see Part IV
University Corporation for Atmospheric Research
Post Office Box 3000BoulderCO803073000742439386501(c)(3)$81,551see Part IV
University of California at Davis
Post Office Box 989062West SacramentoCA957989062946036494State of California$969,141see Part IV
University of California San Diego
9500 Gilman Drive MC 0954La JollaCA920930954956006144State of California$825,783see Part IV
University of California San Francisco
1855 Folsom StSan FranciscoCA941034249946036493State of California$285,760see Part IV
University of California-Berkeley
2195 Hearst AvenueBerkeleyCA947201103946002123State of California$1,669,711see Part IV
University of California-Irvine
5212 Donal Bren HallIrvineCA925973440952226406State of California$138,606see Part IV
University of Central Florida
Post Office Box 160118OrlandoFL328160001592924021State of Florida$9,920see Part IV
University of Chicago
5235 S Harper Court 4th FloorChicagoIL60615362177139501(c)(3)$130,040see Part IV
University of Colorado Denver
Post Office Box 910220DenverCO802910220846000555State of Colorado$379,425see Part IV
University of Florida
Post Office Box 113001GainesvilleFL326113001453624124State of Florida$113,750see Part IV
University of Illinois
28395 Network PlaceChicagoIL606730001376000511State of Illinois$131,828see Part IV
University of Iowa
118 South Clinton StreetIowa CityIA522404045426004813State of Iowa$25,857see Part IV
University of Kansas
2385 Irving Hill RoadLawrenceKS660457568480680117State of Kansas$125,149see Part IV
University of Kansas Center for Research
3901 Rainbow BlvdKansas CityKS661608500481108830501(c)(3)$235,202see Part IV
University of Kentucky
410 Administration DriveLexingtonKY405060001616033693State of Kentucky$123,241see Part IV
University of Maryland
4300 Terrapin TrailCollege ParkMD207423103526002033State of Maryland$99,462see Part IV4101 Chesapeake Bldg
University of Massachusetts Dartmouth
285 Old Westport RoadNorth DartmouthMA027472356046002284501(c)(3)$6,868see Part IV
University of Memphis
PO Box 1000 Dept 238MemphisTN38148626048540501(c)(3)$93,324see Part IV
University of Michigan
500 S State StreetAnn ArborMI48109386006309State of Michigan$283,701see Part IV
University of Minnesota
Post Office Box 1450MinneapolisMN554855957416007513State of Minnesota$554,367see Part IV
University of Missouri
407 Reynolds Alumni CenterColumbiaMO65211436003859State of Missouri$39,431see Part IV
University of North Carolina-Chapel
103 South BuildingChapel HillNC27599566001393State of NC$223,997see Part IV
University of Pennsylvania
2451 Walnut StreetPhiladelphiaPA191034330231352685501(c)(3)$339,255see Part IV
University of South Dakota
414 E Clark StVermillionSD570692390466000364State of SD$15,824see Part IV
University of Tennessee
210 Student Services BuildingKnoxvilleTN379960001626001636State of Tennessee$40,578see Part IV
University of Texas
Post Office Box 7159AustinTX787137159746000203State of Texas$228,793see Part IV
University of Texas Dallas
800 West Campbell RoadRichardsonTX75080751305566State of Texas$305,485see Part IV
University of Utah
201 Presidents Circle Rm 406Salt Lake CityUT841129020876000525State of Utah$258,022see Part IV
University of Vermont
85 S Prospect StBurlingtonVT054051704030179440State of Vermont$7,468see Part IV
University of Virginia
Post Office Box 400195CharlottesvilleVA229044195546001796State of Virginia$134,464see Part IV
University of Washington
Box 359505SeattleWA981959505916001537State of Washington$817,822see Part IV
University of Wisconsin
222 West Washington AvenueMadisonWI537061415396006492State of Wisconsin$47,349see Part IV
Van Buren Conservation District
1035 East Michigan AvenuePaw PawMI490798698383028225501(c)(3)$78,669see Part IV
Vanderbilt University
2301 Vanderbilt PlaceNashvilleTN37235620476822501(c)(3)$205,205see Part IV
Vascugen
1800 N Capital AveIndianapolisIN46202822058844$26,768see Part IV
Virginia Tech
300 Turner Street Suite 4200BlacksburgVA24061546001805State of Virginia$66,255see Part IV
Washington State University
Post Office Box 641025PullmanWA991641025916001108State of Washington$189,609see Part IV
Wayne State University
5700 Cass AvenueDetroitMI482020788386028429State of Michigan$210,487see Part IV
Whitworth University
300 West Hawthorne RoadSpokaneWA992512515910473310501(c)(3)$6,308see Part IV
WNIT Public Television
300 W JeffersonSouth BendIN46601351155594501(c)(3)$6,500see Part IV
Women's Care Center
360 N Notre Dame AvenueSouth BendIN46617351609945501(c)(3)$67,750see Part IV
Women's Care Center Foundation
360 N Notre Dame AvenueSouth BendIN46617383651599501(c)(3)$25,000see Part IV
Wright State University
3640 Colonel Glenn HighwayDaytonOH454350001310732631State of Ohio$54,972see Part IV
Youth Services Bureau
2222 Lincoln Way WestSouth BendIN46638311174910501(c)(3)$5,800see Part IV
YWCA
1102 S Fellows StreetSouth BendIN46601350868226501(c)(3)$8,000see Part IV
FieldValueIRS element (for citing)
Total501c3 Org246Total501c3OrgCnt
Total Other Org12TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Tuition Scholarships, Fellowships, and Room and Board Scholarships8620$344,278,376
Athletics Grant-in-Aid335$1,950,654
Housing and Other Assistance514$945,211
Prizes and Awards771$1,090,603
Research/Travel Grant3365$3,216,639

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part II, Line 1(h) Explanation of purpose of grant or assistancePayments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTP://CONTROLLER.ND.EDU/ASSETS/91679/SUBRECIPIENT_MONITORING.PDF. CHARITABLE ORGANIZATIONS THAT RECEIVE CONTRIBUTIONS FROM THE UNIVERSITY ARE CAREFULLY SELECTED AND REQUIRE DOCUMENTATION TO SUPPORT THE UNIVERSITY'S INTEREST IN THE ORGANIZATION TO ENSURE CONSISTENCY WITH THE CORE VALUES OF THE UNIVERSITY. CHARITABLE CONTRIBUTIONS ALSO REQUIRE THE APPROVAL OF THE EXECUTIVE VICE PRESIDENT, EXCEPT FOR THOSE CHARITABLE CONTRIBUTIONS MADE THROUGH THE UNIVERSITY'S DONOR ADVISED FUND PROGRAM, WHICH UNDERGO A THOROUGH VETTING PROCESS BY THE UNIVERSITY'S TAX DEPARTMENT TO ENSURE THE RECIPIENT ORGANIZATION MEETS THE IRS'S DEFINITION OF A 501(C)(3) NOT FOR PROFIT CHARITABLE ORGANIZATION. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Rev John I Jenkins CSC PhD
President & Trustee$1,030,835$0$0$0$104,880$0$0$0$75,973$0$1,211,688$0$0$0
Rev Austin Collins CSC
Professor & Trustee$159,641$0$0$0$16,261$0$0$0$17,115$0$193,017$0$0$0
Rev Daniel Groody CSC
Associate Provost & Trustee$169,756$0$0$0$17,842$0$0$0$68,230$0$255,828$0$0$0
Thomas G Burish PhD
Provost$563,128$0$0$0$30,711$0$378,459$0$20,910$0$993,208$0$0$0
Marianne Corr JD
VP & General Counsel$657,736$0$0$0$39,281$0$28,000$0$9,483$0$734,500$0$0$0
Scott C Malpass MBA
VP & Chief Investment Officer$1,111,420$0$3,736,789$0$85,907$0$28,000$0$9,130$0$4,971,246$0$0$0
Shannon Cullinan
Executive Vice President$465,345$0$0$0$20,959$0$28,000$0$29,948$0$544,252$0$0$0
John B Swarbrick Jr
Athletic Director$1,094,128$0$205,018$0$122,827$0$228,000$0$29,673$0$1,679,646$0$0$0
John F Affleck-Graves PhD
Faculty, Former Exec. VP$571,131$0$859,788$0$145,259$0$181,811$0$21,017$0$1,779,006$0$519,430$0
Michael P Brey
Head Coach, Basketball$1,094,022$0$1,131,172$0$113,456$0$178,000$0$10,095$0$2,526,745$0$0$0
Michael D Donovan MBA JD
Managing Director, Invest.$646,688$0$1,650,607$0$36,785$0$28,000$0$9,465$0$2,371,545$0$0$0
Brian Kelly
Head Coach, Football$1,292,347$0$1,043,581$0$224,216$0$28,000$0$82,069$0$2,670,213$0$0$0
Muffet McGraw
Head Coach, Basketball$1,316,606$0$795,105$0$143,037$0$28,000$0$18,650$0$2,301,398$0$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelType of benefit (First class travel): Air travel other than coach class (typically business class) is allowed for travel to Alaska, Hawaii and destinations outside North America, or for necessary medical reasons (accompanied by appropriate supporting documentation), if the situation warrants it and with approval from a Dean or President's Leadership Council Member. Type of benefit (Charter travel): Travel on the University plane or other plane leased by the University requires approval by the President's Office. Recipients of the benefit and tax treatment: First class air travel and charter travel was provided to 14 persons included in Form 990, Part VII, Section A in 2019. Of this first class or charter travel, two people were reported with taxable compensation, as a University business purpose was established for the travel for the others.
Schedule J, Part I, Line 1a Travel for companionsType of benefit: Family members of University employees are occasionally asked to travel on University business. Family members 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 family member 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 2019 and if the business purpose of the family travel was not properly documented, it was treated as taxable compensation to the employee.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsType of benefit: Tax indemnification and gross-up payments may occasionally be provided to University employees . Recipients of the benefit and tax treatment: Gross-up payments were provided to 3 persons included in Form 990, Part VII, Section A in 2019 and were reported as taxable compensation in these instances.
Schedule J, Part I, Line 1a Housing allowance or residence for personal useType of Benefit/Recipients of the benefit and tax treatment: Housing was provided to 4 persons included on Form 990, Part VII, Section A, in 2019 . 4 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 4 individuals was not included in gross income of the recipients under Section 119 of the Internal Revenue Code.
Schedule J, Part I, Line 1a Health or social club dues or initiation feesType of benefit: Social club dues are occasionally paid on behalf of employees of the University, and these dues are added to the individual's income to reflect personal use (as reported on an annual basis). Recipients of the benefit and tax treatment: Social club dues were provided to 3 persons included in Form 990, Part VII, Section A in 2019 and were reported as taxable compensation in all of those instances.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planShannon Cullinan, Executive Vice President, John Affleck-Graves, faculty and former Executive Vice President, Thomas Burish, Provost, John W. Swarbrick, Athletic Director, Scott Malpass, Vice President and Chief Investment Officer, Michael Donovan, Managing Director for Private Capital Investments and Michael P. Brey, Head Coach Basketball, participated in nonqualified deferred compensation arrangements under Internal Revenue Code Section 457(f) during Calendar Year 2019. Cullinan received $0 accrued benefit due to being a new participant, Affleck-Graves received an accrued benefit of $153,811. Burish received an accrued benefit of $350,459. Swarbrick received an accrued benefit of $200,000. Malpass received an accrued benefit of $3,736,790. Donovan received an accrued benefit of $1,650,607. Brey received an accrued benefit of $150,000. The accrued benefit and related earnings of Affleck-Graves are fully vested and taxable in calendar year 2019 as a result of reaching the term of his 5 year plan. The accrued benefit and related earnings vest to Cullinan, Burish, Swarbrick and Brey at the end of the term of each plan (5, 6, 3 and 7 years respectively). The accrued benefit and related earnings to Malpass and Donovan are fully vested and taxable in calendar year 2019 as a result of reaching the retirement age and years of service required in 2017.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization5a(i)-Scott Malpass, Vice President and Chief Investment Officer received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Malpass received $3,159,106 in calendar 2019 related to this program, and was taxed on unpaid amounts totaling $577,683 as a result of being fully vested in the plan due to meeting the age and years of service requirements. 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 $1,266,490 in calendar 2019 related to this program, and was taxed on unpaid amounts totaling $384,117 as a result of being fully vested in the plan due to meeting the age and years of service requirements.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Susan McCusker LLC
Entity is at least a 35% controlled entity of a family member of Former Officer John Affleck-Graves$124,457Susan McCusker, LLC provided leadership training and consulting services to several University departments.false
FlexJet (Directional Aviation)
FlexJet is at least a 35% controlled entity of Trustee Kenneth C. Ricci$918,610FlexJet provides flight hours to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.false

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesNONEMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution890ContributionCnt
Noncash Contributions Rpt F990$103,797,489NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$2,204,913NoncashContributionsRptF990Amt
Method Of Determining RevenuesSelling costMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)ATHLETIC TICKETS146$0NONE
Yes (X)OTHER39$0NONE
Yes (X)BITCOIN1$3,713,481Selling cost
FieldValueIRS element (for citing)
Form8283 Received19Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I Column (b)The amounts shown for "Number of contributions or items contributed" represents number of contributions, not the number of items contributed.
Schedule M, Part I, Line 33 Column (c) ExplanationOther than for gifted securities, the University's policy is to record as revenue only those non-cash contributions in excess of one million dollars, if supported by an appraisal from qualified third party. For gifted securities, the University records the proceeds received upon liquidation, broken down between contribution (for the value at date of gift) and gain or loss (for the difference between contribution and proceeds). For gifted securities of closely held stock, the University records a token value of one dollar, unless furnished with an appraisal from a qualified third party appraiser. However, the University will record liquidation proceeds for closely held stock if the University can obtain confirmation from the company that the company will purchase the shares at a specified price in the near future.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsTHE UNIVERSITY USES BROKERAGE FIRMS TO SELL SECURITIES AND USES OTHER THIRD PARTIES TO SELL OTHER TYPES OF PROPERTY SUCH AS REAL ESTATE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 Organization's MissionThe University of Notre Dame is a Catholic academic community of higher learning, animated from its origins by the Congregation of Holy Cross. The University is dedicated to the pursuit and sharing of truth for its own sake. As a Catholic university, one of its distinctive goals is to provide a forum where, through free inquiry and open discussion, the various lines of Catholic thought may intersect with all the forms of knowledge found in the arts, sciences, professions, and every other area of human scholarship and creativity. The intellectual interchange essential to a university requires, and is enriched by, the presence and voices of diverse scholars and students. The Catholic identity of the University depends upon, and is nurtured by, the continuing presence of a predominant number of Catholic intellectuals. This ideal has been consistently maintained by the University leadership throughout its history. What the University asks of all its scholars and students, however, is not a particular creedal affiliation, but a respect for the objectives of Notre Dame and a willingness to enter into the conversation that gives it life and character. Therefore, the University insists upon academic freedom that makes open discussion and inquiry possible. The University prides itself on being an environment of teaching and learning that fosters the development in its students of those disciplined habits of mind, body, and spirit that characterize educated, skilled, and free human beings. In addition, the University seeks to cultivate in its students not only an appreciation for the great achievements of human beings but also a disciplined sensibility to the poverty, injustice and oppression that burden the lives of so many. The aim is to create a sense of human solidarity and concern for the common good that will bear fruit as learning becomes service to justice. Notre Dame also has a responsibility to advance knowledge in a search for truth through original inquiry and publication. This responsibility engages the faculty and students in all areas of the University, but particularly in graduate and professional education and research. The University is committed to constructive and critical engagement with the whole of human culture. The University encourages a way of living consonant with a Christian community and manifest in prayer, liturgy and service. Residential life endeavors to develop that sense of community and of responsibility that prepares students for subsequent leadership in building a society that is at once more human and more divine. Notre Dame's character as a Catholic academic community presupposes that no genuine search for the truth in the human or the cosmic order is alien to the life of faith. The University welcomes all areas of scholarly activity as consonant with its mission, subject to appropriate critical refinement. There is, however, a special obligation and opportunity, specifically as a Catholic university, to pursue the religious dimensions of all human learning. Only thus can Catholic intellectual life in all disciplines be animated and fostered and a proper community of scholarly religious discourse be established. In all dimensions of the University, Notre Dame pursues its objectives through the formation of an authentic human community graced by the Spirit of Christ.
Form 990, Part VI, Line 15 Description of Officers/Identifying of OfficersThe Compensation Committee of the Board of Trustees develops, in conjunction with the President, Executive Vice President, and Vice President of Human Resources, an overall Total Reward Philosophy for Key Employees, which supports the University's overall mission, and shall recommend such Total Reward Philosophy to the Board for approval. The Committee acts on behalf of the Board to implement the executive compensation policy, approve executive compensation levels, adopt a benefit and perquisite policy, and justify reasonable compensation paid to the President, Executive Vice President, and Provost of the University, and other persons who are "disqualified persons" under Internal Revenue Code Section 4958 (intermediate sanctions). The Committee researches competitive and reasonable annual base salary levels, annual incentive plans, executive benefit plans, welfare benefits and supplemental benefits of the named executives and other key individuals. Upon completion of the research, the Committee approves the specific levels and amounts of total rewards that will be paid to, or provided for the benefit of, the named executives and other key individuals. The Committee examines the reasonableness of compensation levels. In so doing, the Committee assesses the nature and scope of the position by reviewing the basis on which compensation was paid. This includes a review of compensation for, but not limited to, exceptional performance, additional duties, and/or the unique background, experiences, personal skills and the abilities of the executive, as well as special challenges facing the University that require the use of such attributes or skills. The Committee's evaluation includes valid market data provided by an independent third party consultant that details each compensation component and the total package in light of the University's executive compensation philosophy. The Committee conducts such examination to be able to establish a presumption under Section 4958 that the total reward package offered to "disqualified persons" is reasonable.
Form 990, Part VI, Line 2 Family/business relationships amongst interested personsJohn J. Brennan, Trustee and Scott C. Malpass, Officer - Business relationship, Richard C. Notebaert, Trustee and Sara Martinez Tucker, Trustee - Business relationship, Richard C. Notebaert, Trustee and J. Christopher Reyes, Trustee - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyAFTER INTERNAL REVIEW OF THE COMPLETED FORM 990 AND EXTERNAL REVIEW BY THE UNIVERSITY'S OUTSIDE TAX ACCOUNTANTS (PRICEWATERHOUSECOOPERS), THE RETURN IS PRESENTED TO THE UNIVERSITY'S TAX STRATEGY COMMITTEE, WHICH INCLUDES UNIVERSITY OFFICERS (EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL), VICE PRESIDENT FOR FINANCE, THE CHIEF AUDIT EXECUTIVE, THE CONTROLLER AND MEMBERS OF HIS TAX AND COMPLIANCE STAFF, AND PRICEWATERHOUSECOOPERS. FOLLOWING THIS INTERNAL PROCESS, THE RETURN IS PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, WHO REVIEW THE RETURN AND DISCUSS IT AT A MEETING PRIOR TO FILING THE RETURN. UPON COMPLETION OF THEIR REVIEW, IT IS PROVIDED TO THE FULL BOARD OF TRUSTEES, ALSO PRIOR TO THE FILING OF THE RETURN.
Form 990, Part VI, Line 12c Conflict of interest policyAll faculty, staff and students who are in a position to influence or commit resources of the University of Notre Dame are considered "constituents" 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 constituent'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 constitent 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 Constituent'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 has failed to disclose all financial interests and material facts pertinent to a potential conflict of interest, it shall inform the individual of such, and afford the individual the opportunity to further explain all interests and facts pertinent to the potential conflict. If it is determined that an individual has not disclosed all financial interests and material facts pertinent to an actual or potential conflict of interest, corrective action shall be taken as deemed appropriate. The minutes of any meeting of the University's Board of Trustees or other governing board of the University considering a conflict of interest including committees and sub-committees of such boards, shall include the names of those present for discussion and voting, as well as those recused from the discussion and voting, on any transaction, arrangement, relationship, or other action involving a potential conflict of interest.
Form 990, Part VI, Line 19 Required documents available to the publicThe University makes its governing documents (https://www.nd.edu/assets/docs/bylaws.pdf, https://www.nd.edu/assets/docs/statutes.pdf) and financial statements (http://controller.nd.edu/annual-reports/) available to the public on the University's website. The University 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). The University 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 OrganizationThe 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.
Form 990, Part VII, Section A Highest Compensated EmployeesDuring calendar year 2019, the University made payments to an LLC owned by the Head Football Coach, which are not reportable compensation for purposes of Form 990. Therefore, the payments are excluded from Form 990 Part VII and Schedule J, Part II.
Form 990, Part VII, Section A Payments to Congregation of Holy Cross, United States Province, Inc.Fr. John Jenkins, Fr. Paul Kollman, Fr. Daniel Groody and Fr. Austin Collins are employees of the University and members of the Congregation of Holy Cross, United States Province, Inc. religious order. As members of a religious order who have taken the vow of poverty, compensation earned as employees is paid directly to their religious order and is not required to be reported on a Form W-2. However, the University treats such amounts as reportable compensation in Form 990 Part VII and Schedule J, Part II. Amounts reported as nontaxable benefits in Schedule J, Part II, Column D may include qualified tuition benefits and housing offered to members of the religious order. Fr. John Jenkins received his compensation as President of the University, and not in his position as Trustee.
Form 990, Part VIII, Line 2f Other Program Service RevenueAll other program service revenue - Total Revenue: 7460351, Related or Exempt Function Revenue: 6780949, Unrelated Business Revenue: 679402, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueAll other revenue - Total Revenue: 2148492, Related or Exempt Function Revenue: 2148492, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 0;
Form 990, Part X, Line 20The University is reporting tax exempt bond liabilities of $7,890,000 at the End of year (column B) on Part X, line 20. This amount represents liabilities for tax exempt bonds issued prior to December 31, 2002. Accordingly, Schedule K is not required to be attached to Form 990 for the tax year ending June 30, 2020.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesNet gain/(loss) on debt-related derivative instruments - -61243527; Change in value of split-interest agreements - 6106734; Net pension and postretirement benefits-related changes - -52996739; Other non-operating changes in net assets - -1228279;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEINEIN
BCMR Feeder-TE GP LLC
518 17th StreetSuite 1700DenverCO802024130Feeder fundDE$15,211$37,132University of Notre Dame du Lac
Dynamo Brasil III LLC
Corporation Trust Center1209 Orange StWilmingtonDE19801InvestmentsDE$0$95,239,642University of Notre Dame du Lac
NDI Gateway LLC
203 Main BuildingNotre DameIN46656Foreign educational activitiesIN$18,560$115,855University of Notre Dame du Lac472320410
Santa Fe Interests LLC
Controllers Office724 Grace HallNotre DameIN46556Rental real estateDE-$222,862$46,601,449University of Notre Dame du Lac203977995
ND Pit Road LLC
1400 E Angela BlvdSouth BendIN46617InvestmentsDE$679,402$1,598University of Notre Dame du Lac823967175

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Association of Notre Dame Clubs Inc
Controllers Office724 Grace HallNotre DameIN46556311050144Alumni associationIN501(c)(3)Type III-FIUniversity of Notre Dame du LacYes (true)
Fundacion University of Notre Dame Chile
Study abroad program501(c)(3)University of Notre Dame du LacYes (true)CI
The University of Notre Dame (USA) in England
Study abroad program501(c)(3)University of Notre Dame du LacYes (true)UK
University of Notre Dame du Lac Gillen Foundation
Controllers Office724 Grace hallNotre DameIN46556237125378Research facility operationsMI501(c)(3)Type IUniversity of Notre Dame du LacYes (true)
Voice of the Fighting Irish Inc
Controllers Office724 Grace HallNotre DameIN46556311135580Radio stationIN501(c)(3)Type IUniversity of Notre Dame du LacYes (true)
Independent Colleges of Indiana Inc
30 South Meridian StreetSuite 800IndianapolisIN46204310901001Higher education advocacyIN501(c)(3)Type INAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctUBI Code VUBICodeVAmtLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
Magna NYC Co-Investment LP
300 Centerville RoadSuite 300 EastWarwickRI02886261523052Real estate investmentDEGP Magna NYC Co-Investment LLCExcluded-$2,975,632$0falsefalse0
Merit Energy Partners VIII LP
13727 Noel RdSuite 1200DallasTX75240752530212Direct energy investmentsDEMerit Partners LPExcluded$9,856,899$160,364,155falsefalse0.8161
Qiming II Investor Holdings LLC
11100 NE 8th StreetSuite 200BellevueWA98004270464551Feeder fundWAUniversity of Notre Dame du LacExcluded$4,267,560$1,837,604falseYes (true)1
Thor Palmer House Co-Investor LP
25 West 39th Street11th FloorNew YorkNY10018203283109Real estate investmentDEThor Palmer House Co-Investor GP LLCExcluded-$622,795$46,038,188falsefalse0.6872
Bridgewater Corporate Bond Fund LLC
One Glendenning PlaceWestportCT06880522317130InvestmentsDEBridgewater Associates LPExcluded$5,107,602$133,919,955falsefalse0.9265
NDFPR LP
PO Box 194170San FranciscoCA941194170611769730InvestmentsDEBART Partners VIII LLCExcluded$15,395,755$236,401,172falsefalse0.9923
VMG Stone Brewing Coinvestment LP
39 Mesa StreetSuite 310San FranciscoCA94129812802402InvestmentsDEVMG Partners III GP LPUnrelated-$1,937,937$72,138,613falsefalse0.6365-$1,937,937
Schroder Adveq EEM I LP
981272313InvestmentsSchroder Adveq EEM Management I LPExcluded$38,677$36,444,569falsefalse0.99UK
22NW Fund LP
1455 NW Leary WaySuite 400SeattleWA98107473303449InvestmentsDE22NW Fund Group LLCExcluded$1,194,722$92,070,636falsefalse0.5395
Sprints II Walton Co-Investment LP
InvestmentsSprints II Walton Co-Investment GP LimitedExcluded-$229$16,711,483falsefalse0.4GK
Endries Co-Invest LLC
c/o Nautic Partners LLC50 Kennedy Plaza 12th FloorProvidenceRI02903821556028InvestmentsDENautic Capital VIII LPExcluded$2,309$422,329falsefalse0.9137
Mile Rock Capital Fund I LP
700 Larkspur Landing CircleLarkspurCA94939825049944InvestmentsDEMile Rock CapitalExcluded$25,227$5,250,688falsefalse0.5119
Level Equity-IMN Investors LLC
Two Grand Central TowerNew YorkNY10017830757153InvestmentsDELevel Equity Management LLCExcluded$0$11,342,981falsefalse0.9976
EEM II LP
InvestmentsEEM Management II LPExcluded$0$0falsefalse0.99UK
EEM Opportunities LP
981430893InvestmentsEEM Opportunities Management II LPExcluded$4,224$767,797falsefalse0.99UK
Founder Collective SG SPV LP
1 Mifflin PlaceSuite 300CambridgeMA02138851490689InvestmentsDEFounder Collective SG GP LLCExcluded$0$0falsefalse0.6667

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndLegal Domicile StateLegalDomicileStateCdAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
BCMR Feeder-TE LP
518 17th StreetSuite 1700DenverCO80202980582629Feeder fundCAUniversity of Notre Dame du LacC Corporation$1,042,465$4,976,7920.99Yes (true)
Bradley-DeBartolo Inc
Controllers Office724 Grace HallNotre DameIN46556341765932Real estate owner/lessorUniversity of Notre Dame du LacC Corporation$0$01.00Yes (true)OH
Sorin Management Ltd
InvestmentsMPUniversity of Notre Dame du LacC Corporation$290,062$12,011,0541.00Yes (true)
TDR Capital II C Holdings LP
980648852Feeder fundUKUniversity of Notre Dame du LacC Corporation-$1,582$19,685,5301.00Yes (true)
Tegean Offshore Fund Ltd
c/o Tegean Capital Management LLCChrysler Building 405 Lexington AveNew YorkNY10174Feeder fundCJUniversity of Notre Dame du LacC Corporation$1,067,878$132,292,4690.8212Yes (true)
ND Renewable Energy Inc
Controllers Office724 Grace HallNotre DameIN46556814675664FinanceUniversity of Notre Dame du LacC Corporation$0$51.00Yes (true)IN
ND-Structured Immunity Inc
1400 E Angela BlvdSouth BendIN46617822731805Health careUniversity of Notre Dame du LacC Corporation$0$17,0821Yes (true)DE
ND-Origin Oncology Inc
1400 E Angela BlvdSouth BendIN46617824167966Health careUniversity of Notre Dame du LacC Corporation$0$4,5261Yes (true)DE
ND-Prevallergy Inc
1400 E Angela BlvdSouth BendIN46617824269472Health careUniversity of Notre Dame du LacC Corporation$0$01Yes (true)DE
ND-Vital View Technologies Inc
1400 E Angela BlvdSouth BendIN46617825296303Health careUniversity of Notre Dame du LacC Corporation$25,000$20,4861Yes (true)DE
ND-DiagenomiX Inc
1400 E Angela BlvdSouth BendIN46617611890512Health careUniversity of Notre Dame du LacC Corporation$0$54,0721Yes (true)DE
Charitable remainder trusts (76)
Split-interest trusts where University of Notre Dame du Lac is trustee and remainder beneficiaryUniversity of Notre Dame du LacTrustfalseIN
Blue Stamp Trust
InvestmentsASUniversity of Notre Dame du LacC Corporation$47,228,390$119,098,3080.7429Yes (true)1 Breakfast Creek RoadBuilding 1 Level 1NewsteadQLDAS4006
Fairmount Healthcare Feeder Fund II Ltd
981465488Feeder fundCJUniversity of Notre Dame du LacC Corporation-$455,041$83,639,3770.6917Yes (true)
Feeder Vehicle US AB
Feeder fundSWUniversity of Notre Dame du LacC Corporation$0$00Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (23 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BCMR Feeder - TE LP
S$1,505,919Amount received
Blue Stamp Trust
B$15,084,300Funding provided
Fairmount Healthcare Feeder Fund II Ltd
B$30,000,000Funding provided
Merit Energy Partners VIII LP
B$25,641,000Funding provided
Merit Energy Partners VIII LP
S$7,524,000Amount received
Feeder Vehicle US AB
B$2,222,162Funding provided
Qiming II Investor Holding LLC
S$3,278,409Amount received
Schroder Adveq EEM I LP
B$11,025,274Funding provided
EEM Opportunities LP
B$1,105,850Funding provided
Sprints II Walton Co-Investment LP
B$89,304Funding provided
Sprints II Walton Co-Investment LP
S$25,806,687Amount received
Tegean Offshore Fund Ltd
S$88,439,125Amount received
VMG Stone Brewing Coinvestment LP
B$612,402Funding provided
Mile Rock Capital I LP
B$5,594,064Funding provided
Fundacion University of Notre Dame Chile
B$213,620Funding provided
The University of Notre Dame (USA) in England
B$1,990,182Funding provided/expenses incurred
The University of Notre Dame (USA) in England
R$4,007,977Remittance of revenues collected on behalf of organization
Charitable remainder trusts (2)
S$243,161Remainder interest received
Sorin Management Ltd
B$1,016,504Funding provided
Sorin Management Ltd
S$102,391,827Amount received
University of Notre Dame Gillen Foundation
B$814,677Funding provided
Voice of the Fighting Irish Inc
B$94,418Funding provided
ND-Vital View Technologies Inc
O$97,896Compensation paid

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINElecting OrganizationElectingOrganizationIndTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
University of Notre Dame du Lac
Controllers Office 724 Grace HallNotre DameIN46556350868188Yes (X)$0$251,874$251,874$1,697,891,025$1,698,142,899$1,000,000$250,000$0$0$0
University of Notre Dame Gillen Foundation
Controllers Office 724 Grace HallNotre DameIN46556237125378$0$0$0$1,153,856$1,153,856$190,386$47,596$0$0$0
Voice of the Fighting Irish Inc
Controllers Office 724 Grace HallNotre DameIN46556311135580$0$0$0$110,795$110,795$22,159$5,540$0$0$0

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