UNIVERSITY OF NOTRE DAME DU LAC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NOTRE DAME DU LAC (EIN 35-0868188)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201341339349300134
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T08:32:36-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134008342 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pricewaterhousecoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 K Street NW Suite 800W | AddressLine1 |
| City | Washington | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350868188 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Notre Dame du Lac | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5746313288 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 731 Grace Hall | AddressLine1 |
| City | Notre Dame | City |
| State | IN | State |
| ZIP Code | 46556 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Affleck-Graves | Name |
| Title | Executive Vice President | Title |
| Phone | 5746313288 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00369623 | PTIN |
| Phone | 2024141000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Notre Dame | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Rev John Jenkins CSC | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office 731 Grace Hall | AddressLine1 |
| City | Notre Dame | City |
| State | IN | State |
| ZIP Code | 46556 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2851944129 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://nd.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1844 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | See Schedule O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 47 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17535 | TotalNbrEmployees |
| Total Nbr Volunteers | 2074 | TotalNbrVolunteers |
| Total Gross UBI | 3868505 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -12283143 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 312978519 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 252639060 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 668112149 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 717430733 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 403507455 | InvestmentIncomePriorYear |
| Investment Income Current Year | 452044735 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12357709 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12518657 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1396955832 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1434633185 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 201661400 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 254340515 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 525632603 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 558128716 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 27177354 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 359882903 | OtherExpensePriorYear |
| Other Expenses Current Year | 366605119 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1087176906 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1179074350 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 309778926 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 255558835 | RevenuesLessExpensesCY |
| Total Assets BOY | 9138313389 | TotalAssetsBOY |
| Total Assets EOY | 9330554649 | TotalAssetsEOY |
| Total Liabilities BOY | 1555411034 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1799134455 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7582902355 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7531420194 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | See Schedule O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 580226149 | Expense |
| Grants | 214447236 | Grants |
| Revenue | 493398499 | Revenue |
| Description | Instruction - Provided academic instruction and services to nearly 12,000 undergraduate and graduate students pursuing courses of study within five undergraduate colleges, a business school, a law school, and graduate school. Conferred over 3,300 baccalaureate, master's, doctoral and professional degrees. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 185574121 | Expense |
| Grants | 4787064 | Grants |
| Revenue | 206117756 | Revenue |
| Description | Auxiliary enterprises - Provided services to the University community, its guests and other patrons including food services, student and visitor lodging, laundry services, and multiple recreational facilities. The University intercollegiate athletics program enabled student-athletes to compete in twenty-six sports programs at the NCAA Division I level. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 115839959 | Expense |
| Grants | 20553724 | Grants |
| Revenue | 8014362 | Revenue |
| Description | Research - University researchers administered more than 800 awards for studies based within the disciplines of engineering, science and humanities. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 90047716 | Expense |
| Grants | 14552491 | Grants |
| Revenue | 18108607 | Revenue |
| Description | Public service - The University holds many conferences and educational events on its campus throughout the year. Also, the University provides volunteers and financial support for other agencies in the community. The University's ACE program is a two-year service program offering college graduates the opportunity to serve as full-time teachers in under-resourced schools across the southern United States.Academic support - The University operates library facilities containing approximately 2,000,000 volumes, serving the University and local community. The University publishes numerous academic periodicals and volumes and operates a museum of art housing over 21,000 works. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 90047716 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 14552491 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 18108607 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 971687945 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 1 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 19574 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 17535 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Name Of Foreign Country | BR | NameOfForeignCountry |
| Name Of Foreign Country | MP | NameOfForeignCountry |
| Name Of Foreign Country | IS | NameOfForeignCountry |
| Name Of Foreign Country | MX | NameOfForeignCountry |
| Name Of Foreign Country | CI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 3 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 47 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew Paluf Controller's Office | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5746313288 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 731 Grace Hall | AddressLine1 |
| City | Notre Dame | City |
| State | IN | State |
| ZIP Code | 46556 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (65 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| John F Affleck-Graves PhD | |||||||||
| Executive VP & Trustee | 40.00 | X | X | 560893 | 0 | 145052 | |||
| Thomas G Burish PhD | |||||||||
| Provost & Trustee | 40.00 | X | X | 416042 | 0 | 283159 | |||
| Rev John I Jenkins CSC PhD | |||||||||
| President & Trustee | 40.00 | X | X | 648049 | 0 | 98352 | |||
| Rev Timothy R Scully CSCPhD | |||||||||
| Trustee | 40.00 | X | 170045 | 0 | 12902 | ||||
| Rev Jose E Ahumada F CSC | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Rev E William Beauchamp CSC | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Cathleen P Black | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| John J Brennan | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Stephen J Brogan | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| John P Calcutt | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Robert M Conway | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| John P Delaney Jr | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Drew W DeWalt | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| James J Dunne III | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Jose Enrique Fernandez | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| James F Flaherty III | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| W Douglas Ford | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Stephanie A Gallo | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| William M Goodyear | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Nancy M Haegel | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Enrique Hernandez Jr | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Carol Hank Hoffmann | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Douglas Tong Hsu | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Most Rev Daniel Jenky CSC DD | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| John W Jordan II | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Rev James B King CSC | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Hon Diana Lewis | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Kati W Macaluso | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Patrick F McCartan | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Richard C Notebaert | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Richard A Nussbaum II | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Rev Thomas J O'Hara CSC | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Joseph I O'Neill III | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Philip J Purcell III | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| J Christopher Reyes | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| James E Rohr | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Phillip B Rooney | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Shayla Keough Rumely | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| John F Sandner | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| William J Shaw | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Kenneth E Stinson | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Phyllis W Stone | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Anne E Thompson | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Sara Martinez Tucker | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Rev David T Tyson CSC | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Roderick K West | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Hon Ann Claire Williams | |||||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||||
| Marianne Corr JD | |||||||||
| VP & General Counsel | 40.00 | X | 442139 | 0 | 32718 | ||||
| Scott C Malpass MBA | |||||||||
| VP & Chief Invest. Officer | 40.00 | X | 2660595 | 0 | 1231618 | ||||
| John B Swarbrick Jr | |||||||||
| Athletic Director | 40.00 | 863372 | 0 | 221888 | X | ||||
| Michael P Brey | |||||||||
| Head Coach, Basketball | 40.00 | 641969 | 0 | 45540 | X | ||||
| Michael D Donovan MBA JD | |||||||||
| Managing Director, Invest. | 40.00 | 1116086 | 0 | 410334 | X | ||||
| Brian Kelly | |||||||||
| Head Coach, Football | 40.00 | 1042449 | 0 | 45730 | X | ||||
| Muffet McGraw | |||||||||
| Head Coach, Basketball | 40.00 | 841667 | 0 | 58774 | X | ||||
| Roger D Huang PhD | |||||||||
| Interim Dean, Mendoza College of Business | 40.00 | 587336 | 0 | 58472 | X | ||||
| Robert J Bernhard PhD | |||||||||
| VP for Research | 40.00 | 317109 | 0 | 88956 | X | ||||
| Janet M Botz | |||||||||
| VP - Public Affairs & Comm | 40.00 | 329036 | 0 | 38334 | X | ||||
| Rev Thomas P Doyle CSC | |||||||||
| VP for Student Affairs | 40.00 | 249904 | 0 | 12902 | X | ||||
| Dennis C Jacobs PhD | |||||||||
| VP & Associate Provost | 40.00 | 137760 | 0 | 34753 | X | ||||
| James J Lyphout MBA | |||||||||
| VP for Business Operations | 40.00 | 287708 | 0 | 41492 | X | ||||
| Christine M Maziar PhD | |||||||||
| VP & Senior Assoc. Provost | 40.00 | 309977 | 0 | 32085 | X | ||||
| Louis M Nanni MA | |||||||||
| VP for Univ. Relations | 40.00 | 443803 | 0 | 46730 | X | ||||
| Donald B Pope-Davis PhD | |||||||||
| VP & Associate Provost | 40.00 | 234206 | 0 | 101829 | X | ||||
| John A Sejdinaj MBA CCM | |||||||||
| VP for Finance | 40.00 | 349421 | 0 | 46088 | X | ||||
| Charles J Weis | |||||||||
| Former Head Coach, Football | 0.00 | 2054744 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 14704310 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3087708 | TotalOtherCompensation |
| Number Individuals GT100 K | 846 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Barton Malow Company | |||||
| 26500 American Drive | Southfield | MI | 48034 | Construction | 29400686 |
| Ziolkowski Construction Inc | |||||
| 4050 Ralph Jones Dr | South Bend | IN | 46628 | Construction | 11943842 |
| Gibson-Lewis LLC | |||||
| 1001 West 11th Street | Mishawaka | IN | 46544 | Construction | 5263575 |
| Congregation of Holy Cross US Provinc | |||||
| PO Box 774 | Notre Dame | IN | 46556 | Teaching/Admin Services | 4813245 |
| Havel Bros Inc | |||||
| 3210 Sugar Maple Court | South Bend | IN | 46628 | Construction | 2899176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 126 | NumberOfContractorsGT100K |
| Fundraising Events | 195090 | FundraisingEvents |
| Government Grants | 85208600 | GovernmentGrants |
| All Other Contributions | 167235370 | AllOtherContributions |
| Noncash Contributions | 39675845 | NoncashContributions |
| Total Contributions | 252639060 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Student tuition & fees | 611310 | 479720599 | 479720599 | |
| Auxiliary enterprises | 611710 | 204405389 | 198939970 | 5465419 |
| Educational programs | 900099 | 16678671 | 16455187 | 223484 |
| Research contracts (go | 611310 | 7412778 | 7412778 | |
| Student services | 611710 | 2966974 | 2966974 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6246322 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6246322 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 717430733 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 95831890 | TotalRevenueColumn |
| Unrelated Business Revenue | -2266017 | UnrelatedBusinessRevenue |
| Exclusion | $98,097,907 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4199956 | TotalRevenueColumn |
| Exclusion | $4,199,956 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10445438 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10185059 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 260379 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 260379 | TotalRevenueColumn |
| Exclusion | $260,379 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1762970000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1406757155 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 356212845 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 356212845 | TotalRevenueColumn |
| Exclusion | $356,212,845 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 142908 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 195090 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 366198 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -223290 | TotalRevenueColumn |
| Exclusion | -$223,290 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 75653 | GrossIncomeGaming |
| Gaming Direct Expenses | 2532 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73121 | TotalRevenueColumn |
| Exclusion | $73,121 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Alumni Association | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2672685 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2227066 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 445619 | UnrelatedBusinessRevenue |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5535806 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5535806 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8208491 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1434633185 | TotalRevenueColumn |
| Related Or Exempt Function Income | 719504702 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3868505 | UnrelatedBusinessRevenue |
| Exclusion | $458,620,918 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26645638 | Total |
| Program Services | 26645638 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220455767 | Total |
| Program Services | 220455767 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7239110 | Total |
| Program Services | 7239110 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6954282 | Total |
| Program Services | 1119253 | ProgramServices |
| Management And General | 5149251 | ManagementAndGeneral |
| Fundraising | 685778 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421703060 | Total |
| Program Services | 344335908 | ProgramServices |
| Management And General | 63099773 | ManagementAndGeneral |
| Fundraising | 14267379 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34555352 | Total |
| Program Services | 25111345 | ProgramServices |
| Management And General | 8074860 | ManagementAndGeneral |
| Fundraising | 1369147 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70086542 | Total |
| Program Services | 44650354 | ProgramServices |
| Management And General | 23632467 | ManagementAndGeneral |
| Fundraising | 1803721 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24829480 | Total |
| Program Services | 19794629 | ProgramServices |
| Management And General | 3947632 | ManagementAndGeneral |
| Fundraising | 1087219 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2309817 | Total |
| Program Services | 975915 | ProgramServices |
| Management And General | 1333902 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2763776 | Total |
| Program Services | 76056 | ProgramServices |
| Management And General | 2687720 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351437 | Total |
| Management And General | 351437 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7244594 | Total |
| Management And General | 7244594 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17231570 | Total |
| Program Services | 10596978 | ProgramServices |
| Management And General | 5842742 | ManagementAndGeneral |
| Fundraising | 791850 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3159477 | Total |
| Program Services | 3005234 | ProgramServices |
| Management And General | 130473 | ManagementAndGeneral |
| Fundraising | 23770 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60427419 | Total |
| Program Services | 50646886 | ProgramServices |
| Management And General | 7915325 | ManagementAndGeneral |
| Fundraising | 1865208 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13630855 | Total |
| Program Services | 5919536 | ProgramServices |
| Management And General | 7232759 | ManagementAndGeneral |
| Fundraising | 478560 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 490440 | Total |
| Program Services | 490440 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68671853 | Total |
| Program Services | 54459265 | ProgramServices |
| Management And General | 13201439 | ManagementAndGeneral |
| Fundraising | 1011149 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37636977 | Total |
| Program Services | 32442218 | ProgramServices |
| Management And General | 3453242 | ManagementAndGeneral |
| Fundraising | 1741517 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3968 | Total |
| Management And General | 3968 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5491690 | Total |
| Program Services | 3833084 | ProgramServices |
| Management And General | 1583562 | ManagementAndGeneral |
| Fundraising | 75044 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24408434 | Total |
| Program Services | 20468812 | ProgramServices |
| Management And General | 3398179 | ManagementAndGeneral |
| Fundraising | 541443 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51367665 | Total |
| Program Services | 46590124 | ProgramServices |
| Management And General | 4540163 | ManagementAndGeneral |
| Fundraising | 237378 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 759943 | Total |
| Program Services | 756042 | ProgramServices |
| Management And General | 3901 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food and entertainment | 31476190 | 27846820 | 2573433 | 1055937 |
| Other educational expen | 26787642 | 24228531 | 2416857 | 142254 |
| Investment Office expen | 12391372 | 12391372 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1179074350 | Total |
| Program Services | 971687945 | ProgramServices |
| Management And General | 180209051 | ManagementAndGeneral |
| Fundraising | 27177354 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90006300 | BOY |
| EOY | 88556954 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214759799 | BOY |
| EOY | 191725124 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26850987 | BOY |
| EOY | 24894691 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86275412 | BOY |
| EOY | 60087439 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10036218 | BOY |
| EOY | 9921446 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28216498 | BOY |
| EOY | 27456113 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1815160517 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 524737953 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1204412260 | BOY |
| EOY | 1290422564 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 665173840 | BOY |
| EOY | 628301866 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6791030428 | BOY |
| EOY | 7004320890 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21551647 | BOY |
| EOY | 4867562 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9138313389 | BOY |
| EOY | 9330554649 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82697769 | BOY |
| EOY | 82161139 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62190574 | BOY |
| EOY | 60334901 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 364293399 | BOY |
| EOY | 361597104 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54171117 | BOY |
| EOY | 53576157 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 310000000 | BOY |
| EOY | 410000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 682058175 | BOY |
| EOY | 831465154 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1555411034 | BOY |
| EOY | 1799134455 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3361867405 | BOY |
| EOY | 3328245240 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2834319205 | BOY |
| EOY | 2756155081 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1386715745 | BOY |
| EOY | 1447019873 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7582902355 | BOY |
| EOY | 7531420194 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9138313389 | BOY |
| EOY | 9330554649 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 255558835 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -307040996 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $355,168 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 355168 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part IV, Supplemental Information: | Identifier |
| Explanation | Part II-B, Line 1: The University has hired professional consultants who engage in direct and grassroots lobbying. These consultants work on Notre Dame's behalf meeting with or calling government officials or legistlators requesting support for specific projects regarding the higher education funding authorization and other legislation which could impact the University. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 16 | NumberDAFsHeld |
| Number Funds Held | 0 | NumberFundsHeld |
| Donor Advised Contributions | 3506952 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 880763 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 0 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 10258504 | AggregateDAFValue |
| Aggregate Fund Value | 0 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 107 | BeginningBalance |
| Additions During Year | 12617 | AdditionsDuringYear |
| Distributions During Year | 12278 | DistributionsDuringYear |
| Ending Balance | 445 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6383343071 | BeginningOfYearBalance |
| Contributions | 162550384 | Contributions |
| Investment Earnings Or Losses | 177082485 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 85386397 | GrantsOrScholarships |
| Other Expenditures | 192991146 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 6444598397 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5340685012 | BeginningOfYearBalance |
| Contributions | 167659430 | Contributions |
| Investment Earnings Or Losses | 1115963818 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 80194525 | GrantsOrScholarships |
| Other Expenditures | 160770664 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 6383343071 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4920742718 | BeginningOfYearBalance |
| Contributions | 135156367 | Contributions |
| Investment Earnings Or Losses | 525883589 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 75825598 | GrantsOrScholarships |
| Other Expenditures | 165272064 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 5340685012 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6351854688 | BeginningOfYearBalance |
| Contributions | 104550162 | Contributions |
| Investment Earnings Or Losses | -1298974803 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 71071937 | GrantsOrScholarships |
| Other Expenditures | 165615392 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 4920742718 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.38800 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.22100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.39100 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 9300000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 18667426 | OtherCostOrOtherBasis |
| Book Value | 27967426 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 52150305 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1333855783 | OtherCostOrOtherBasis |
| Depreciation | 346200139 | Depreciation |
| Book Value | 1039805949 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13690051 | OtherCostOrOtherBasis |
| Depreciation | 2324417 | Depreciation |
| Book Value | 11365634 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 71406 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 250851584 | OtherCostOrOtherBasis |
| Depreciation | 123198803 | Depreciation |
| Book Value | 127724187 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1019914 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 135554048 | OtherCostOrOtherBasis |
| Depreciation | 53014594 | Depreciation |
| Book Value | 83559368 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1290422564 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 6209168 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 65007000 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (10 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Other short term investments | 26376371 | F |
| Public equities: U.S. | 356394556 | F |
| Public equities: Non U.S. | 873924286 | F |
| Public equities: Long- short strategies | 868070922 | F |
| Fixed income securities | 375807605 | F |
| Marketable alternatives | 975107688 | F |
| Private equity | 2215286102 | F |
| Real estate | 589572271 | F |
| Other real assets | 581430949 | F |
| Defined benefit pension plan assets | 71133972 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7004320890 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (9 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Debt-related derivative instruments | $26,906,202 |
| Short-term borrowing | $115,051,000 |
| Refundable advances | $14,877,351 |
| Liabilities associated with investments | $393,718,714 |
| Obligations under split-interest agreements | $76,732,319 |
| Conditional asset retirement obligations | $22,480,746 |
| Pension and other postretirement benefit obligations | $123,121,629 |
| Government advances for student loans | $29,185,822 |
| Other liabilities | $29,391,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 831465154 | TotalOfAmounts |
| Total Revenue | 1434633185 | TotalRevenue |
| Total Expenses | 1179074350 | TotalExpenses |
| Excess Or Deficit For Year | 255558835 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -228513638 | NetUnrealizedGLOnInvestments |
| Other | -$78,527,358 | OtherAmount |
| Total Adjustments | -307040996 | TotalAdjustments |
| Excess Or Deficit Per FS | -51482161 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 939445707 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -228513638 | NetUnrealizedGainsInvestments |
| Other Revenues | -244454607 | OtherRevenues |
| Revenue Not Rptd F990 | -472968245 | RevenueNotRptdF990 |
| Revenue Subtotal | 1412413952 | RevenueSubtotal |
| Investment Expenses Not Included | 22587963 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -368730 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 22219233 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1434633185 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 990927868 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 48304977 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 48304977 | ExpensesNotRptdF990 |
| Expenses Subtotal | 942622891 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 22587963 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 213863496 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 236451459 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1179074350 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 1a: | The University does not capitalize the cost of library books, nor the cost or fair value of its art collection. The latter is held for exhibition and educational purposes only and not for financial gain. | |
| Part III, Line 4: | The Snite Museum of Art maintains a collection of over 25,000 original works of art which are utilized for exhibition, teaching, research and educational outreach programs. | |
| Part IV, Line 1b: | Interest on Lawyer Trust Accounts (IOLTA) - The University of Notre Dame's Legal Aid Clinic opened a custodial bank account on 11/8/01. The purpose of the account is to hold client's funds in trust. The interest earned on the funds are remitted to the IN Bar Foundation and used to pay for filing fees, fees for medical records, and recording and various court fees for clients with limited financial means. | |
| Part V, Line 4: | Endowment distributions are used to fund a variety of operational needs, including scholarships and fellowships, faculty chairs, academic programs, libraries, other endowment programs and general operations. | Description of Intended Use of Endowment Funds: |
| Net gain/(loss) on debt-related derivative instruments -34,406,027. Change in value of split-interest agreements -1,009,560. Net pension and postretirement benefits-related changes -47,936,247. Other non-operating changes in net assets 4,824,476. Total to Schedule D, Part XI, Line 8: -78,527,358. | Part XI, Line 8 - Other Adjustments: | |
| Tuition discounts -210,020,057. Room discounts -3,843,439. Net gain/(loss) on debt-related derivative instruments -34,406,027. Change in value of split-interest agreements -1,009,560. Other non-operating changes in net assets 4,824,476. | Part XII, Line 2d - Other Adjustments: | |
| Direct expenses of fundraising events -366,198. Direct expenses from gaming activities -2,532. | Part XII, Line 4b - Other Adjustments: | |
| Net pension and postretirement benefits-related changes 47,936,247. Direct expenses of fundraising events 366,198. Direct expenses from gaming activities 2,532. | Part XIII, Line 2d - Other Adjustments: | |
| Tuition scholarships and fellowships 210,020,057. Room & board discounts 3,843,439. | Part XIII, Line 4b - Other Adjustments: | |
| Part X: The University recognizes asset retirement obligations when incurred. A discounting technique is used to calculate the present value of the capitalized asset retirement costs and the related obligation. Asset retirement costs are depreciated over the estimated remaining useful life of the related asset and the asset retirement obligation is accreted annually to the current present value. Upon settlement of an obligation, any difference between the retirement obligation and the cost to settle is recognized as a gain or loss in the consolidated statement of changes in unrestricted net assets. The University's conditional asset retirement obligations relate primarily to asbestos remediation and will be settled upon undertaking associated renovation projects. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Nondiscriminatory Policy Publication | Schedule E, Part I, Line 3 | The University nondiscrimination policy is disclosed in the Admission Policies and Procedures Handbook given to each student. The University draws students nationally and internationally and enrolls meaningful numbers of minority students. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | The University receives financial assistance from various governmental agencies within the Federal Government and local jurisdictions. The governmental grants and contracts support certain research projects and student financial aid. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (61 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Central America and the Caribbean | Investments | 2707077915 | |||
| East Asia and the Pacific | Investments | 2547599 | |||
| Europe (Including Iceland & Greenland) | Investments | 513128953 | |||
| Middle East and North Africa | Investments | 2042735 | |||
| North America | Investments | 26020859 | |||
| South America | Investments | 2493337 | |||
| Sub-Saharan Africa | Investments | 139914964 | |||
| East Asia and the Pacific | Program Services | 2210138 | 1 | 3 | International Study Program |
| Europe (Including Iceland & Greenland) | Program Services | 19235081 | 4 | 67 | International Study Program |
| Middle East and North Africa | Program Services | 137549 | International Study Program | ||
| North America | Program Services | 229822 | 1 | International Study Program | |
| Russia & the Newly Independent States | Program Services | 40887 | International Study Program | ||
| South America | Program Services | 368501 | 1 | 2 | International Study Program |
| Sub-Saharan Africa | Program Services | 113678 | International Study Program | ||
| East Asia and the Pacific | Investment Operations | 114299 | |||
| Europe (Including Iceland & Greenland) | Investment Operations | 155941 | |||
| North America | Investment Operations | 1297 | |||
| South America | Investment Operations | 62794 | |||
| Sub-Saharan Africa | Investment Operations | 105184 | |||
| Central America and the Caribbean | Program Services | 555 | Auxillary Enterprises | ||
| Central America and the Caribbean | Program Services | 98195 | Instruction | ||
| Central America and the Caribbean | Program Services | 14965 | Management & General | ||
| Central America and the Caribbean | Program Services | 97726 | 2 | 7 | Other |
| Central America and the Caribbean | Program Services | 1125378 | Research | ||
| East Asia and the Pacific | Program Services | 692 | Auxillary Enterprises | ||
| East Asia and the Pacific | Program Services | 580940 | Instruction | ||
| East Asia and the Pacific | Program Services | 73294 | Management & General | ||
| East Asia and the Pacific | Program Services | 28667 | Other | ||
| East Asia and the Pacific | Program Services | 390468 | Research | ||
| Europe (Including Iceland & Greenland) | Program Services | 25533 | Auxillary Enterprises | ||
| Europe (Including Iceland & Greenland) | Program Services | 1724347 | Instruction | ||
| Europe (Including Iceland & Greenland) | Program Services | 454290 | 1 | Management & General | |
| Europe (Including Iceland & Greenland) | Program Services | 704918 | Other | ||
| Europe (Including Iceland & Greenland) | Program Services | 4434495 | Research | ||
| Middle East and North Africa | Program Services | 148953 | Instruction | ||
| Middle East and North Africa | Program Services | 18145 | Management & General | ||
| Middle East and North Africa | Program Services | 10523 | 1 | Other | |
| Middle East and North Africa | Program Services | 309477 | Research | ||
| North America | Program Services | 32890 | Auxillary Enterprises | ||
| North America | Program Services | 284826 | Instruction | ||
| North America | Program Services | 30623 | Management & General | ||
| North America | Program Services | 84223 | Other | ||
| North America | Program Services | 110040 | Research | ||
| Russia & the Newly Independent States | Program Services | 32121 | Instruction | ||
| Russia & the Newly Independent States | Program Services | 21 | Management & General | ||
| Russia & the Newly Independent States | Program Services | 1220 | Other | ||
| Russia & the Newly Independent States | Program Services | 24917 | Research | ||
| South America | Program Services | 4426 | Auxillary Enterprises | ||
| South America | Program Services | 434398 | Instruction | ||
| South America | Program Services | 48570 | Management & General | ||
| South America | Program Services | 51603 | Other | ||
| South America | Program Services | 44859 | Research | ||
| South Asia | Program Services | 67733 | Instruction | ||
| South Asia | Program Services | 7414 | Management & General | ||
| South Asia | Program Services | 572 | Other | ||
| South Asia | Program Services | 156464 | Research | ||
| Sub-Saharan Africa | Program Services | 2470 | Auxillary Enterprises | ||
| Sub-Saharan Africa | Program Services | 286165 | Instruction | ||
| Sub-Saharan Africa | Program Services | 22930 | Management & General | ||
| Sub-Saharan Africa | Program Services | 28266 | Other | ||
| Sub-Saharan Africa | Program Services | 1094190 | Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 3 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 7 | ContNumberOfOffices |
| Cont Number Of Employees | 79 | ContNumberOfEmployees |
| Total Number Of Offices | 8 | TotalNumberOfOffices |
| Total Number Of Employees | 82 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 3395436500 | SubtotalAmountSpent |
| Cont Amount Spent | 33657535 | ContAmountSpent |
| Total Amount Spent | 3429094035 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (36 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| europe (Including Iceland & Greenland) - | See Footnote 2, Part V | 181381 | Check/Wire |
| central America and the Caribbean - | See Footnote 2, Part V | 444540 | Check/Wire |
| europe (Including Iceland & Greenland) - | See Footnote 2, Part V | 65459 | Check/Wire |
| sub-Saharan Africa - Angola, | See Footnote 2, Part V | 11837 | Check/Wire |
| europe (Including Iceland & Greenland) - | See Footnote 2, Part V | 342673 | Check/Wire |
| Europe (Including Iceland & Greenland) - | See Footnote 2, Part V | 123639 | Check/Wire |
| Middle East and North Africa | See Footnote 2, Part V | 283461 | Check/Wire |
| sub-Saharan Africa - Angola, | See Footnote 2, Part V | 10000 | Check/Wire |
| Central America and the Caribbean | See Footnote 2, Part V | 364206 | Check/Wire |
| Europe (Including Iceland & Greenland) - | See Footnote 2, Part V | 178666 | Check/Wire |
| South Asia | See Footnote 2, Part V | 139766 | Check/Wire |
| Europe (Including Iceland & Greenland) | See Footnote 2, Part V | 93979 | Check/Wire |
| Europe (Including Iceland & Greenland) | See Footnote 2, Part V | 108000 | Check/Wire |
| East Asia and the Pacific | See Footnote 2, Part V | 132250 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | 670787 | Check/Wire |
| Europe (Including Iceland & Greenland) - | See Footnote 2, Part V | 1290318 | Check/Wire |
| Europe (Including Iceland & Greenland) - | See Footnote 2, Part V | 574832 | Check/Wire |
| Central America and the Caribbean | See Footnote 2, Part V | 72789 | Check/Wire |
| Europe (Including Iceland & Greenland) | See Footnote 2, Part V | 23012 | Check/Wire |
| Central America and the Caribbean | See Footnote 2, Part V | 185720 | Check/Wire |
| Sub-Saharan Africa - Angola, | See Footnote 2, Part V | 8516 | Check/Wire |
| Europe (Including Iceland & Greenland) | See Footnote 2, Part V | 218500 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | 54440 | Check/Wire |
| Europe (Including Iceland & Greenland) | See Footnote 2, Part V | 325524 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | 130018 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | 9000 | Check/Wire |
| Sub-Saharan Africa | See Footnote 2, Part V | 128826 | Check/Wire |
| Europe (Including Iceland & Greenland) - | See Footnote 2, Part V | 15348 | Check/Wire |
| Europe (Including Iceland & Greenland) | See Footnote 2, Part V | 40537 | Check/Wire |
| Europe (Including Iceland & Greenland) | See Footnote 2, Part V | 8813 | Check/Wire |
| Europe (Including Iceland & Greenland) | See Footnote 2, Part V | 201188 | Check/Wire |
| North America | See Footnote 2, Part V | 23800 | Check/Wire |
| Europe (Including Iceland & Greenland) | See Footnote 2, Part V | 16514 | Check/Wire |
| Central America and the Caribbean | See Footnote 2, Part V | 346840 | Wire Transfer |
| Central America and the Caribbean | See Footnote 2, Part V | 260930 | Wire Transfer |
| Europe (Including Iceland & Greenland) | See Footnote 2, Part V | 150000 | Wire Transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 3 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 33 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (6 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| Housing and Other Assistance | North America | 1 | 3000 | Check/Wire/Direct Deposit |
| Housing and Other Assistance | Sub-Saharan Africa - Angola, | 1 | 1600 | Check/Wire/Direct Deposit |
| Prizes and Awards | Central America and the Caribbean | 1 | 15000 | Check/Wire/Direct Deposit |
| Research/Travel Grant | East Asia and the Pacific | 1 | 930 | Check/Wire/Direct Deposit |
| Research/Travel Grant | Europe (Including Iceland & Greenland) | 20 | 26896 | Check/Wire/Direct Deposit |
| Research/Travel Grant | Russia & the Newly Independent States | 1 | 2311 | Check/Wire/Direct Deposit |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 1 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Procedure for Monitoring Grants Outside the U.S.: | Schedule F, Part I, Line 2: 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 Office of Research work in tandem to ensure the guidelines are adhered to. Almost all sub-contracts for research activities are paid on a cost-reimbursement basis. All invoices paid for costs are approved by the Principal Investigator based on completion of work, deliverables met, etc. In addition, RSPA monitors the payments against the total budget to ensure payment is not made above the stipulated ceiling. The University has developed a policy containing guidelines surrounding sub-contracts, some of which were addressed above. This policy can be found at: http://controller.nd.edu/policies-and-procedures/ rspa/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. |
| Part II, Line 1, Column (d): Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NPC Research Event | NameOfEvent1 |
| Gross Receipts Event1 | 226408 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 97700 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 128708 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 295796 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 16491 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Art Museum Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 111590 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 97390 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 14200 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 3240 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 32642 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 18029 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 337998 | GrossReceiptsTotal |
| Charitable Contributions Total | 195090 | CharitableContributionsTotal |
| Gross Revenue Total Events | 142908 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 299036 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 32642 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 34520 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 366198 | DirectExpenseSummaryEvents |
| Net Income Summary | -223290 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 75653 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 204 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 2328 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 75653 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 204 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 2328 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 2532 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 73121 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IN | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
Name Of Gaming Rec Keeper Bus NameOfGamingRecKeeperBus
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deborah Gabaree Office of General Counsel | BusinessNameLine1 |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 Main Building | AddressLine1 |
| City | Notre Dame | City |
| State | IN | State |
| ZIP Code | 46556 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
Gaming Manager Name Business GamingManagerNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (110 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Alzheimer's Disease Research Foundation | |||||||||||
| 34 Washington Street | Wellesley Hills | MA | 02481 | 522396428 | 501(c)(3) | 200000 | See Footnote 2, Part IV | ||||
| American Endowment Foundation | |||||||||||
| PO Box 911 | Hudson | OH | 44236 | 341747398 | 501(c)(3) | 150000 | See Footnote 2, Part IV | ||||
| American Marketing Association | |||||||||||
| 5964 Mission Center Road Suite 602 | San Diego | CA | 92108 | 330327498 | 501(c)(3) | 15000 | See Footnote 2, Part IV | ||||
| Arizona State University | |||||||||||
| Post Office Box 873503 | Tempe | AZ | 852870001 | 860196696 | State of AZ | 274075 | See Footnote 2, Part IV | ||||
| Basis Policy Research LLC | |||||||||||
| Ste 103-296 9650 Strickland Rd | Raleigh | NC | 276151902 | 270475968 | 204900 | See Footnote 2, Part IV | |||||
| Battelle Memorial Institute | |||||||||||
| Post Office Box 84391 | Seattle | WA | 981245691 | 314379427 | 501(c)(3) | 48045 | See Footnote 2, Part IV | ||||
| Benetech | |||||||||||
| Ste 201 480 South California Avenue | Palo Alto | CA | 943061609 | 770555413 | 501(c)(3) | 10713 | See Footnote 2, Part IV | Avenue | |||
| California Institute of Technology | |||||||||||
| 1200 East California Boulevard | Pasadena | CA | 911250002 | 951643307 | 501(c)(3) | 16402 | See Footnote 2, Part IV | ||||
| Catholic University of America | |||||||||||
| 620 Michigan Avenue Northeast | Washington | DC | 200640001 | 530196583 | 501(c)(3) | 59475 | See Footnote 2, Part IV | ||||
| Center for the Homeless Inc | |||||||||||
| 813 South Michigan Street | South Bend | IN | 46601 | 351768544 | 501(c)(3) | 30500 | See Footnote 2, Part IV | 278740 | FMV | Rental Waiver | |
| CICP Foundation Inc | |||||||||||
| 111 Monument Circle Suite 1800 | Indianapolis | IN | 46204 | 352065457 | 501(c)(3) | 20000 | See Footnote 2, Part IV | ||||
| City of Mishawaka | |||||||||||
| 600 East Third Street | Mishawaka | IN | 46544 | 356001115 | City-Mishawaka | 13061 | See Footnote 2, Part IV | ||||
| City of South Bend | |||||||||||
| 227 W Jefferson Blvd Suite 1400 | South Bend | IN | 46601 | 356001201 | City-South Bend | 71837 | See Footnote 2, Part IV | ||||
| Clinical Research Management Inc | |||||||||||
| Suite 2 1265 Ridge Road | Hinkley | OH | 442339806 | 541716562 | 11264 | See Footnote 2, Part IV | |||||
| College of William and Mary | |||||||||||
| Post Office Box 8795 | Williamsburg | VA | 231878795 | 546001718 | State of VA | 34182 | See Footnote 2, Part IV | ||||
| Congregation of Holy Cross | |||||||||||
| Post Office Box 460 | Notre Dame | IN | 46556 | 320344245 | 501(c)(3) | 7391728 | See Footnote 2, Part IV | ||||
| Declan Drumm Sullivan Memorial Fund | |||||||||||
| 3539 Long Grove Road | Long Grove | IL | 60047 | 276886934 | 501(c)(3) | 187900 | See Footnote 2, Part IV | ||||
| Diocese of Fort Wayne-South Bend Inc | |||||||||||
| 915 S Clinton St | Fort Wayne | IN | 46802 | 350876373 | 501(c)(3) | 2500000 | See Footnote 2, Part IV | ||||
| Dominican University of California | |||||||||||
| 50 Acacia Avenue | San Rafael | CA | 949012298 | 941156525 | 501(c)(3) | 63416 | See Footnote 2, Part IV | ||||
| Early Childhood Development Center | |||||||||||
| 10 Child Care Center | Notre Dame | IN | 46556 | 351188922 | 501(c)(3) | 200000 | See Footnote 2, Part IV | ||||
| EmNet LLC | |||||||||||
| 520 East LaSalle Avenue | South Bend | IN | 466172726 | 201118177 | 144426 | See Footnote 2, Part IV | |||||
| Fischoff National Chamber Music Association | |||||||||||
| 303 Brownson Hall | Notre Dame | IN | 46556 | 351650154 | 501(c)(3) | 16600 | See Footnote 2, Part IV | ||||
| Foundation of St Joseph Regional Medical Center | |||||||||||
| 837 Cedar Street Suite 350 | South Bend | IN | 46617 | 351654543 | 501(c)(3) | 11100 | See Footnote 2, Part IV | ||||
| George Washington University | |||||||||||
| 44983 Knoll Square | Ashburn | VA | 201472692 | 530196584 | 501(c)(3) | 207986 | See Footnote 2, Part IV | ||||
| Georgetown University | |||||||||||
| Post Office Box 571164 | Washington | DC | 200570001 | 530196603 | 501(c)(3) | 55465 | See Footnote 2, Part IV | ||||
| Harvard University | |||||||||||
| 1350 Massachusetts Avenue | Cambridge | MA | 021383800 | 042103580 | 501(c)(3) | 428477 | See Footnote 2, Part IV | ||||
| Holy Trinity Catholic Church | |||||||||||
| 1600 Corporate Drive | Ladera Ranch | CA | 92694 | 202747543 | 501(c)(3) | 45000 | See Footnote 2, Part IV | ||||
| Howard University | |||||||||||
| 2400 6th Street NW | Washington | DC | 20059 | 530204707 | 501(c)(3) | 10000 | See Footnote 2, Part IV | ||||
| IBM | |||||||||||
| 500 1st Avenue | Pittsburgh | PA | 152193128 | 130871985 | 148570 | See Footnote 2, Part IV | |||||
| IBM | |||||||||||
| Post Office Box 218 | Yorktown Heights | NY | 105980218 | 130871985 | 72227 | See Footnote 2, Part IV | |||||
| Indiana University | |||||||||||
| Post Office Box 66057 | Indianapolis | IN | 462660001 | 356001673 | State of IN | 362776 | See Footnote 2, Part IV | ||||
| Johns Hopkins University | |||||||||||
| 12529 Collections Center Drive | Chicago | IL | 606930001 | 520595110 | 501(c)(3) | 115976 | See Footnote 2, Part IV | ||||
| Kelly Cares Foundation | |||||||||||
| PO Box 518 | Notre Dame | IN | 46556 | 263591070 | 501(c)(3) | 12500 | See Footnote 2, Part IV | ||||
| Knowledge Networks Inc | |||||||||||
| 75 Remittance | Chicago | IL | 606750001 | 943314617 | 140171 | See Footnote 2, Part IV | |||||
| Lawrence Berkeley National Laboratory | |||||||||||
| Post Office Box 39000 | San Francisco | CA | 941390001 | 942951741 | Federal | 655471 | See Footnote 2, Part IV | ||||
| LeTourneau University | |||||||||||
| Post Office Box 7001 | Longview | TX | 756077001 | 751081109 | 501(c)(3) | 13622 | See Footnote 2, Part IV | ||||
| Logan Community Resources | |||||||||||
| 1235 North Eddy Street | South Bend | IN | 46617 | 350965639 | 501(c)(3) | 23460 | See Footnote 2, Part IV | ||||
| Michigan State University | |||||||||||
| 301 Administration Bldg | East Lansing | MI | 488241046 | 386005984 | State of MI | 986775 | See Footnote 2, Part IV | ||||
| Mid-Atlantic Technology Research & Innovation Center | |||||||||||
| Post Office Box 8396 | South Charleston | WV | 253030396 | 200208597 | 501(c)(3) | 135379 | See Footnote 2, Part IV | ||||
| MZA Associates Corporation | |||||||||||
| Ste 150 2021 Girard Blvd SE | Albuquerque | NM | 871063140 | 850400557 | 182400 | See Footnote 2, Part IV | |||||
| New York Blood Center | |||||||||||
| 1200 Prospect Avenue | Westbury | NY | 115902723 | 131949477 | 501(c)(3) | 43904 | See Footnote 2, Part IV | ||||
| NOAA Great Lakes Environmental Research Laboratory | |||||||||||
| Post Office Box 979008 | St Louis | MO | 631970001 | 061834875 | Federal | 56780 | See Footnote 2, Part IV | ||||
| Northeastern University | |||||||||||
| 360 Huntington Avenue | Boston | MA | 021155000 | 041679980 | 501(c)(3) | 86841 | See Footnote 2, Part IV | ||||
| Northern Jet Management | |||||||||||
| Post Office Box 888380 | Grand Rapids | MI | 495888380 | 383261631 | 336524 | See Footnote 2, Part IV | |||||
| Northwestern University | |||||||||||
| 633 Clark Street G547 | Evanston | IL | 602080001 | 362167817 | 501(c)(3) | 54629 | See Footnote 2, Part IV | ||||
| Oaklawn Psychiatric Center Inc | |||||||||||
| Post Office Box 809 | Goshen | IN | 465287000 | 351070041 | 501(c)(3) | 12603 | See Footnote 2, Part IV | ||||
| Old Dominion Univ Research Foundation | |||||||||||
| Post Office Box 6369 | Norfolk | VA | 235080369 | 546068198 | 501(c)(3) | 19661 | See Footnote 2, Part IV | ||||
| Pennsylvania State University | |||||||||||
| 227 West Beaver Avenue | State College | PA | 168014842 | 246000376 | State of PA | 213921 | See Footnote 2, Part IV | ||||
| Princeton University | |||||||||||
| Post Office Box 5292 | Princeton | NJ | 085446242 | 210634501 | 501(c)(3) | 26859 | See Footnote 2, Part IV | ||||
| Purdue University | |||||||||||
| 23510 Network Place | Chicago | IL | 606731235 | 356002041 | State of IN | 717209 | See Footnote 2, Part IV | ||||
| Regents of the Univ of California at Berkeley | |||||||||||
| 2195 Hearst Avenue | Berkeley | CA | 947200001 | 946002123 | State of CA | 828823 | See Footnote 2, Part IV | ||||
| Regents of the Univ of California at Davis | |||||||||||
| Post Office Box 989062 | West Sacramento | CA | 957989062 | 946036494 | State of CA | 955124 | See Footnote 2, Part IV | ||||
| Regents of the Univ of California at Irvine | |||||||||||
| Irvine Accounting Office Ste 1400 | Irvine | CA | 926970001 | 952226406 | State of CA | 14527 | See Footnote 2, Part IV | ||||
| Regents of the Univ of California at Los Angeles | |||||||||||
| Post Office Box 951432 | Los Angeles | CA | 900959000 | 956006143 | State of CA | 25000 | See Footnote 2, Part IV | ||||
| Regents of the Univ of California at Riverside | |||||||||||
| UCR Cashiers Office | Riverside | CA | 925210001 | 956006142 | State of CA | 101775 | See Footnote 2, Part IV | ||||
| Regents of the Univ of California at San Diego | |||||||||||
| 9500 Gilman Drive 0009 | La Jolla | CA | 920930001 | 956006144 | State of CA | 110670 | See Footnote 2, Part IV | ||||
| Regents of the Univ of California at Santa Barbara | |||||||||||
| SAASB Building Room 1212 | Santa Barbara | CA | 931060001 | 956006145 | State of CA | 33997 | See Footnote 2, Part IV | ||||
| Regents of University of Michigan | |||||||||||
| Post Office Box 223131 | Pittsburgh | PA | 152512131 | 386006309 | State of MI | 937353 | See Footnote 2, Part IV | ||||
| Regents of the Univ of Wisconsin | |||||||||||
| UW-Madison GAR Account | Milwaukee | WI | 532780001 | 396006492 | State of WI | 294409 | See Footnote 2, Part IV | ||||
| Rensselaer Polytechnic Inst | |||||||||||
| Post Office Box 33375 | Hartford | CT | 061500001 | 141340095 | 501(c)(3) | 55912 | See Footnote 2, Part IV | ||||
| Rensselaer Polytechnic Inst | |||||||||||
| 110 8th Street | Troy | NY | 121803522 | 141340095 | 501(c)(3) | 17959 | See Footnote 2, Part IV | ||||
| Research Foundation of SUNY | |||||||||||
| Post Office Box 9 | Albany | NY | 122010009 | 141368361 | 501(c)(3) | 50236 | See Footnote 2, Part IV | ||||
| Resources for the Future Inc | |||||||||||
| 1616 P Street Northwest | Washington | DC | 200361400 | 530220900 | 501(c)(3) | 55660 | See Footnote 2, Part IV | ||||
| Rice University | |||||||||||
| Post Office Box 1892 | Houston | TX | 772511892 | 741109620 | 501(c)(3) | 47075 | See Footnote 2, Part IV | ||||
| Rockefeller University | |||||||||||
| 1230 York Avenue | New York | NY | 100656399 | 131624158 | 501(c)(3) | 308259 | See Footnote 2, Part IV | ||||
| Roman Catholic Diocese of Dallas | |||||||||||
| 14032 Dennis Lane | Farmers Branch | TX | 75234 | 740800637 | 501(c)(3) | 100000 | See Footnote 2, Part IV | ||||
| Ronald McDonald House Charities | |||||||||||
| 615 N Michigan Street | South Bend | IN | 46601 | 351831691 | 501(c)(3) | 9078 | See Footnote 2, Part IV | ||||
| Saint Michael's College | |||||||||||
| 1 Winooski Park | Colchester | VT | 054391000 | 030179403 | 501(c)(3) | 6164 | See Footnote 2, Part IV | ||||
| Sorian Inc | |||||||||||
| 3000 Kent Avenue | West Lafayette | IN | 479061075 | 271264142 | 7414 | See Footnote 2, Part IV | |||||
| South Bend Symphony Orchestra | |||||||||||
| 1207 N Michigan Street | South Bend | IN | 46601 | 356042189 | 501(c)(3) | 21975 | See Footnote 2, Part IV | ||||
| St Joseph County | |||||||||||
| 227 W Jefferson Blvd 7th Floor | South Bend | IN | 46601 | 356000194 | County-St. Joe | 44409 | See Footnote 2, Part IV | ||||
| St Louis Art Museum Foundation | |||||||||||
| 1 Pine Arts Drive | Saint Louis | MO | 63110 | 431374479 | 501(c)(3) | 57500 | See Footnote 2, Part IV | ||||
| St Matthias Apostle School | |||||||||||
| 9475 Annapolis Rd | Lanham | MD | 20706 | 520780162 | 501(c)(3) | 6450 | See Footnote 2, Part IV | ||||
| St Peter Claver Regional Catholic | |||||||||||
| 2560 Tilson Road | Decatur | GA | 30032 | 581918801 | 501(c)(3) | 9000 | See Footnote 2, Part IV | ||||
| Stanford University | |||||||||||
| 355 Galvez Street | Stanford | CA | 943056106 | 941156365 | 501(c)(3) | 25000 | See Footnote 2, Part IV | ||||
| The Chamber of Commerce of St Joseph County | |||||||||||
| 401 E Colfax | South Bend | IN | 46617 | 650153330 | 501(c)(3) | 50000 | See Footnote 2, Part IV | ||||
| The Nature's Conservancy | |||||||||||
| 101 East Grand River Avenue | Lansing | MI | 489064374 | 530242652 | 501(c)(3) | 160624 | See Footnote 2, Part IV | ||||
| The New School | |||||||||||
| 79 5th Avenue Floor 17 | New York | NY | 100033034 | 133297197 | 501(c)(3) | 25000 | See Footnote 2, Part IV | ||||
| The Ohio State University | |||||||||||
| 1960 Kenny Road | Columbus | OH | 432101016 | 316025986 | State of OH | 520316 | See Footnote 2, Part IV | ||||
| Trimeric Corporation | |||||||||||
| Post Office Box 826 | Buda | TX | 786100826 | 113695961 | 5665 | See Footnote 2, Part IV | |||||
| United Way of Greater St Louis | |||||||||||
| 910 N 11th Street | Saint Louis | MO | 63101 | 430714167 | 501(c)(3) | 50000 | See Footnote 2, Part IV | ||||
| US Forest Service | |||||||||||
| Post Office Box 301550 | Los Angeles | CA | 900301550 | 720564834 | Federal | 12712 | See Footnote 2, Part IV | ||||
| Univ of Georgia Research Foundation Inc | |||||||||||
| 475 North Lumpkin Street | Athens | GA | 306012744 | 581353149 | 501(c)(3) | 64734 | See Footnote 2, Part IV | ||||
| Univ of Kansas Center for Research Inc | |||||||||||
| 2385 Irving Hill Road | Lawrence | KS | 660457563 | 480680117 | State of KS | 52047 | See Footnote 2, Part IV | ||||
| Univ of South Carolina Research Foundation | |||||||||||
| Post Office Box 751475 | Charlotte | NC | 282751475 | 570967350 | State of SC | 30527 | See Footnote 2, Part IV | ||||
| University of Alaska Fairbanks | |||||||||||
| Post Office Box 757880 | Fairbanks | AK | 997757880 | 926000147 | State of AK | 31332 | See Footnote 2, Part IV | ||||
| University of Chicago | |||||||||||
| 6054 South Drexel Avenue | Chicago | IL | 606372612 | 362177139 | 501(c)(3) | 280832 | See Footnote 2, Part IV | ||||
| University of Illinois | |||||||||||
| Post Office Box 4610 | Springfield | IL | 627084610 | 376000511 | State of IL | 272153 | See Footnote 2, Part IV | ||||
| Univ of Kentucky Research Foundation | |||||||||||
| Post Office Box 931113 | Cleveland | OH | 441930001 | 616033693 | State of KY | 11833 | See Footnote 2, Part IV | ||||
| University of Massachusetts | |||||||||||
| 140 Hicks Way | Amherst | MA | 010039272 | 043167352 | State of MA | 25000 | See Footnote 2, Part IV | ||||
| University of Minnesota | |||||||||||
| Post Office Box 1450 | Minneapolis | MN | 554855957 | 416007513 | State of MN | 193354 | See Footnote 2, Part IV | ||||
| University of Missouri-Columbia | |||||||||||
| Post Office Box 807012 | Kansas City | MO | 641807012 | 436003859 | State of MO | 121511 | See Footnote 2, Part IV | ||||
| University of New Hampshire | |||||||||||
| 51 College Road | Durham | NH | 038242620 | 026000937 | State of NH | 126211 | See Footnote 2, Part IV | ||||
| University of New Mexico | |||||||||||
| 1 University of New Mexico | Albuquerque | NM | 871310001 | 856000642 | State of NM | 170863 | See Footnote 2, Part IV | ||||
| University of North Carolina-Chapel Hill | |||||||||||
| Post Office Box 402420 | Atlanta | GA | 303840001 | 566001393 | State of NC | 66082 | See Footnote 2, Part IV | ||||
| University of Northern Iowa | |||||||||||
| Office of Business Operations | Cedar Falls | IA | 506140001 | 426004333 | State of IA | 48149 | See Footnote 2, Part IV | ||||
| University of Texas at Austin | |||||||||||
| Post Office Box 7159 | Austin | TX | 787137159 | 746000203 | State of TX | 107489 | See Footnote 2, Part IV | ||||
| University of Texas at Tyler | |||||||||||
| 3900 University Blvd ADM 369 | Tyler | TX | 757016699 | 751396988 | State of TX | 103763 | See Footnote 2, Part IV | ||||
| University of Texas Dallas | |||||||||||
| 800 West Campbell Road | Richardson | TX | 750803021 | 751305566 | State of TX | 141163 | See Footnote 2, Part IV | ||||
| University of Toledo | |||||||||||
| Post Office Box 72327 | Cleveland | OH | 441920002 | 346401483 | State of OH | 69556 | See Footnote 2, Part IV | ||||
| University of Utah | |||||||||||
| 201 Presidents Circle | Salt Lake City | UT | 841129020 | 876000525 | State of UT | 254846 | See Footnote 2, Part IV | ||||
| University of Virginia | |||||||||||
| Post Office Box 400195 | Charlottesville | VA | 229044195 | 546001796 | State of VA | 41799 | See Footnote 2, Part IV | ||||
| University of Washington | |||||||||||
| 12455 Collections Drive | Chicago | IL | 606930001 | 916001537 | State of WA | 431022 | See Footnote 2, Part IV | ||||
| University of Wyoming | |||||||||||
| Post Office Box 3355 | Laramie | WY | 820712001 | 836000331 | State of WY | 66241 | See Footnote 2, Part IV | ||||
| Utah State University | |||||||||||
| 2400 Old Main Hill | Logan | UT | 843220001 | 876000528 | State of UT | 36093 | See Footnote 2, Part IV | ||||
| V Foundation for Cancer Research | |||||||||||
| 106 Towerview Court | Cary | NC | 27513 | 133705951 | 501(c)(3) | 12000 | See Footnote 2, Part IV | ||||
| Wayne State University | |||||||||||
| Post Office Box 02788 | Detroit | MI | 482020788 | 386028429 | State of MI | 12476 | See Footnote 2, Part IV | ||||
| Western Michigan University | |||||||||||
| 1903 West Michigan Avenue | Kalamazoo | MI | 490085200 | 386007327 | State of MI | 20454 | See Footnote 2, Part IV | ||||
| Wright State University | |||||||||||
| 3640 Colonel Glenn Highway | Dayton | OH | 454350002 | 310732831 | State of OH | 43731 | See Footnote 2, Part IV | ||||
| YouGovPolimetrix | |||||||||||
| 285 Hamilton Avenue | Palo Alto | CA | 943012538 | 980547173 | 18750 | See Footnote 2, Part IV | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 99 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 11 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Tuition Scholarships, Fellowships, and Room and Board Discounts | 7483 | 213863496 |
| Athletics Grant-in-Aid | 329 | 1017130 |
| Housing and Other Assistance | 361 | 475156 |
| Prizes and Awards | 632 | 1178172 |
| Research and Travel Grants | 3476 | 3921813 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedure for Monitoring Grants in the U.S.: | Part I, Line 2: | Schedule I, Part I, Line 2: 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 Office of Research work in tandem to ensure the guidelines are adhered to. Almost all sub-contracts for research activities are paid on a cost-reimbursement basis. All invoices paid for costs are approved by the Principal Investigator based on completion of work, deliverables met, etc. In addition, RSPA monitors the payments against the total budget to ensure payment is not made above the stipulated ceiling. The University has developed a policy containing guidelines surrounding sub-contracts, some of which were addressed above. This policy can be found at: http://controller.nd.edu/policies-and-procedures/rspa/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 approval by the Executive Vice President. 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. |
| Part II, Line 1, Column (h): Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (22 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John F Affleck-Graves PhD | |||||||||||||
| 537434 | 0 | 0 | 0 | 23459 | 0 | 128500 | 0 | 16552 | 0 | 705945 | 0 | 0 | 0 |
| Thomas G Burish PhD | |||||||||||||
| 393931 | 0 | 0 | 0 | 22111 | 0 | 267313 | 0 | 15846 | 0 | 699201 | 0 | 0 | 0 |
| Rev John I Jenkins CSC PhD | |||||||||||||
| 589049 | 0 | 0 | 0 | 59000 | 0 | 0 | 0 | 98352 | 0 | 746401 | 0 | 0 | 0 |
| Rev Timothy R Scully CSCPhD | |||||||||||||
| 154500 | 0 | 0 | 0 | 15545 | 0 | 0 | 0 | 12902 | 0 | 182947 | 0 | 0 | 0 |
| Marianne Corr JD | |||||||||||||
| 424449 | 0 | 0 | 0 | 17690 | 0 | 24500 | 0 | 8218 | 0 | 474857 | 0 | 0 | 0 |
| Scott C Malpass MBA | |||||||||||||
| 860049 | 0 | 1781616 | 0 | 18930 | 0 | 1224500 | 0 | 7118 | 0 | 3892213 | 0 | 473689 | 0 |
| John B Swarbrick Jr | |||||||||||||
| 656572 | 0 | 158396 | 0 | 48404 | 0 | 174500 | 0 | 47388 | 0 | 1085260 | 0 | 0 | 0 |
| Michael P Brey | |||||||||||||
| 490275 | 0 | 119809 | 0 | 31885 | 0 | 24500 | 0 | 21040 | 0 | 687509 | 0 | 0 | 0 |
| Michael D Donovan MBA JD | |||||||||||||
| 451727 | 0 | 647859 | 0 | 16500 | 0 | 403060 | 0 | 7274 | 0 | 1526420 | 0 | 220383 | 0 |
| Brian Kelly | |||||||||||||
| 672608 | 0 | 289741 | 0 | 80100 | 0 | 24500 | 0 | 21230 | 0 | 1088179 | 0 | 0 | 0 |
| Muffet McGraw | |||||||||||||
| 632319 | 0 | 173412 | 0 | 35936 | 0 | 24500 | 0 | 34274 | 0 | 900441 | 0 | 0 | 0 |
| Roger D Huang PhD | |||||||||||||
| 570656 | 0 | 0 | 0 | 16680 | 0 | 29849 | 0 | 28623 | 0 | 645808 | 0 | 0 | 0 |
| Robert J Bernhard PhD | |||||||||||||
| 299679 | 0 | 0 | 0 | 17430 | 0 | 24500 | 0 | 64456 | 0 | 406065 | 0 | 0 | 0 |
| Janet M Botz | |||||||||||||
| 186545 | 0 | 0 | 0 | 142491 | 0 | 24500 | 0 | 13834 | 0 | 367370 | 0 | 0 | 0 |
| Rev Thomas P Doyle CSC | |||||||||||||
| 227099 | 0 | 0 | 0 | 22805 | 0 | 0 | 0 | 12902 | 0 | 262806 | 0 | 0 | 0 |
| Dennis C Jacobs PhD | |||||||||||||
| 137690 | 0 | 0 | 0 | 70 | 0 | 14000 | 0 | 20753 | 0 | 172513 | 0 | 0 | 0 |
| James J Lyphout MBA | |||||||||||||
| 143096 | 0 | 1462 | 0 | 143150 | 0 | 24500 | 0 | 16992 | 0 | 329200 | 0 | 0 | 0 |
| Christine M Maziar PhD | |||||||||||||
| 292607 | 0 | 0 | 0 | 17370 | 0 | 24500 | 0 | 7585 | 0 | 342062 | 0 | 0 | 0 |
| Louis M Nanni MA | |||||||||||||
| 380396 | 0 | 42000 | 0 | 21407 | 0 | 24500 | 0 | 22230 | 0 | 490533 | 0 | 0 | 0 |
| Donald B Pope-Davis PhD | |||||||||||||
| 233276 | 0 | 0 | 0 | 930 | 0 | 23875 | 0 | 77954 | 0 | 336035 | 0 | 0 | 0 |
| John A Sejdinaj MBA CCM | |||||||||||||
| 332741 | 0 | 0 | 0 | 16680 | 0 | 24500 | 0 | 21588 | 0 | 395509 | 0 | 0 | 0 |
| Charles J Weis | |||||||||||||
| 0 | 0 | 0 | 0 | 2054744 | 0 | 0 | 0 | 0 | 0 | 2054744 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | First class travel-Air travel other than coach class (typically business class) is allowed for Officers and key employees for travel to Alaska, Hawaii and destinations outside North America or for necessary medical reasons (accompanied by appropriate supporting documentation), if the situation warrants and with approval from a Dean or President's Leadership Council Member. Charter travel-Travel on the University plane or other plane leased by the University is available to President's Leadership Council Members and key employees of the University, and requires approval by the President's Office. Any incidental personal use is taxed to the individual. Travel for companions-Spouses of faculty and staff are occasionally asked to travel on University business. Spouse travel reimbursement by the University requires approval by a Dean or President's Leadership Council Member, or their authorized representative, and if the business purpose of the spousal travel is not properly documented, it will be taxed to the employee. Tax indemnification and gross-up payments-May occasionally be provided to President's Leadership Council members or key employees of the University. Gross-up payments are provided to establish a conservative tax position. Housing allowance or residence for personal use-May be provided to President's Leadership Council members or key employees of the University, typically on a temporary basis (and appropriately included in the individual's income) to a new key employee or President's Leadership Council member as they transition to the area. Certain President's Leadership Council members or key employees are members of the CSC Religious Order and live in University dormitories or apartments, while providing guidance to students for the convenience of the University. Social club dues-Social club dues are occasionally provided as a benefit for certain highest compensated employees of the University, and these dues are added to the individual's income to reflect any personal use (as reported on an annual basis). | |
| Part I, Lines 4a-b | a(i)Termination payment of $2,054,744 was made during the reporting period to Charles J. Weis under a separation agreement that includes additional annual payments through December, 2015. 4a(ii)-Separation payment of $124,486 was made during the reporting period to Janet Botz under a separation agreement. 4a(iii)-Separation payment of $95,346 was made during the reporting period to James Lyphout under a separation agreement. 4b-John Affleck-Graves, Executive Vice President, Thomas Burish, Provost, John W. Swarbrick, Athletic Director, Scott Malpass, Vice President and Chief Investment Officer, Michael Donovan, Investments Managing Director, and Roger Huang, Dean, Mendoza College of Business participated in nonqualified deferred compensation arrangements under Internal Revenue Code Section 457(f) during calendar 2011. Affleck-Graves received an accrued benefit of $104,000 in 2011. Burish received an accrued benefit of $242,813 under his nonqualified deferred compensation plan in 2011. Swarbrick received an accrued benefit of $150,000 during that calendar year. Malpass received an accrued benefit of $1,200,000 in 2011. Donovan received an accrued benefit of $378,560 in 2011. Huang received an accrued benefit of $5,349. The accrued benefit and related earnings vest to Affleck-Graves, Burish, and Swarbrick at the end of the term of each plan (5 or 6 years), over a 5 year period to Malpass and Donovan, and to Huang at the end of a 6 year period. | |
| Part I, Line 5 | a(i)-Scott Malpass, Vice President and Chief Investment Officer, received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Malpass received $1,781,316 in calendar 2011 related to this program. 5a(ii)-Michael D. Donovan, Managing Director, Investments, received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Donovan received $647,859 in calendar 2011 related to this program. 5a(iii)-Louis Nanni, Vice President for University Relations, received incentive compensation which was in part related to exceeding fund-raising goals. Nanni received $42,000 in calendar 2011 related to this program. | |
| Part III | Schedule J, Part II-Compensation of the Congregation of Holy Cross, United States Province, Inc. a. There are amounts listed on Form 990, Part VII, in Columns D-F, as well as the amounts listed on Schedule J, Part II, Columns B-F for members of the Holy Cross religious order (Fr. Thomas Doyle, Fr. John Jenkins, and Fr. Timothy Scully). The amounts listed are paid directly to their religious order, Congregation of Holy Cross, United States Province, Inc., rather than to these individuals. b. Fr. Timothy Scully is a member of the Congregation of Holy Cross, United States Province, Inc. religious order and received no compensation for his participation as a Trustee of the University. However, Fr. Scully is also a faculty member of the University. As a result of this faculty position (and not his position as a Trustee), he received the compensation indicated above, which was paid directly to his religious order. c. Most the amount included on Schedule J, Part II, Column D for Fr. Jenkins represents qualified tuition benefit offered to members of the Congregation of Holy Cross, United States Province, Inc. Form 990, Part VII, Line 5-Compensation from an Unrelated Organization: a) The current head football coach is permitted to receive compensation from external sources with prior written approval from the University. The University is not a party to any agreements between the coach and any third party for the payment of compensation to the coach, and the coach does not provide services to the University as a result of any such agreements. Therefore, any external income that the coach may receive is not reported for purposes of the University's response to the question raised on Form 990, Part VII, Line 5. b) Other reportable compensation: Name Unrelated Compensation Compensation Organization Type Amount Michael P. Brey Play by Play Sports Cash $720,000 Muffet McGraw Play by Play Sports Cash $245,000 | Supplemental Information |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| St Joseph County Indiana | |||||||
| 356000194 | 79061ABD8 | 2003-12-16 | 65000000 | See Part VI | 0 | 0 | 0 |
| St Joseph County Indiana | |||||||
| 356000194 | 79061ABA4 | 2005-12-08 | 185000000 | See Part VI | 0 | 0 | 0 |
| St Joseph County Indiana | |||||||
| 356000194 | 79061ABE6 | 2007-12-14 | 75000000 | See Part VI | 0 | 0 | 0 |
| St Joseph County Indiana | |||||||
| 356000194 | 79061ABK2 | 2009-09-30 | 153953342 | See Part VI | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|
| 14880000 | 65326176 | 510157 | 333733 | 29389306 | 35092980 | 2007 | 1 | 0 | 1 | 1 |
| 110000000 | 188456420 | 2389124 | 370716 | 70348646 | 115347934 | 2010 | 1 | 0 | 1 | 1 |
| 75546119 | 261689 | 246545 | 24337420 | 50700465 | 2012 | 1 | 0 | 1 | 1 | |
| 153953386 | 953386 | 153000000 | 1 | 0 | 0 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| 0 | 1 | 1 | 1 | 1 | 1 | 0.00130 | 0.00030 | 0.00160 | 1 |
| 0 | 1 | 1 | 1 | 1 | 1 | 0.00090 | 0.00020 | 0.00110 | 1 |
| 0 | 1 | 1 | 1 | 1 | 1 | 0.00080 | 0.00020 | 0.00100 | 1 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|---|---|
| See Part VI | ||||||||||
| 0 | 1 | 1 | 0 | 0 | 0 | 0 | 1 | |||
| Goldman Sachs | ||||||||||
| 0 | 1 | 1 | 0 | 0 | 1 | 0 | 1 | 25.000000000000 | See Part VI | 1 |
| See Part VI | ||||||||||
| 0 | 1 | 1 | 0 | 0 | 0 | 0 | 1 | |||
| (no name) | ||||||||||
| 0 | 0 | 0 | 0 | 0 | 1 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI (13 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part I Bond Issues | (F) Description of Purpose | (A) $65,000,000 St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2003 originally issued on December 16, 2003. Bond proceeds were utilized to refund the Indiana Educational Facilities Authority Educational Facilities Revenue Bonds, Series 1992 dated November 5, 1992 and to refund the Indiana Educational Facilities Authority Educational Facilities Revenue Bonds, Series 1994 dated November 30, 1994. Proceeds were also applied to finance and reimburse a portion of the costs of various campus improvements. Those improvements include (i) construction of a performing arts center and science learning center, (ii) general repairs and improvements to the Alumni and Dillon Residence Halls, (iii) renovation and improvements to utility infrastructure and (iv) general construction and renovation projects. |
| (B) $185,000,000 St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2005 originally issued on December 8, 2005, with CUSIP number 79061ABA4 (reflected in Part I, columns (c) and (d)). $75,000,000 of the Series 2005 Bonds were then converted from a weekly rate period to a term rate period commencing November 6, 2008, with a new CUSIP number 79061ABF3 and ending February 29, 2012. $75,000,000 of the Series 2005 Bonds were then converted from a term rate period to a weekly rate period commencing on March 1, 2012. $110,000,000 of the Series 2005 Bonds were refunded by the St. Joseph County Series 2009 Bonds (see Part I (D)). Bond proceeds were used to refund the Indiana Health and Educational Facility Financing Authority Educational Facilities Revenue Bonds, Series 1995 dated August 9, 1995, to refund the St. Joseph County, Indiana Educational Facilities Revenue Bonds, Series 1996 dated September 12, 1996, and to refund a portion of the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2002 dated March 5, 2002. Proceeds were also utilized to finance and reimburse a portion of the costs of various campus improvements.Those improvements include (i) the construction of new roads along the south and east boundaries of the University's campus and the realignment of Angela Boulevard, Edison Road and Ivy Road in connection therewith, and the closing of Juniper Road, (ii) renovation and improvements to the Student Health Center, (iii) repair and regilding of the dome on top of the Administration Building, (iv) renovation and improvements to laboratory facilities within the Galvin Life Science Building, (v) general construction and renovation projects. | ||
| (C) $75,000,000 St. Joseph County, Indiana Educational Facilities Refunding Revenue Bonds, Series 2007 originally issued on December 14, 2007. Bond proceeds were utilized to refund the St. Joseph County, Indiana Educational Facilities Revenue Bonds, Series 1997 dated November 20, 1997, and to refund the Indiana Educational Facilities Authority Educational Facilities Refunding Revenue Bonds, Series 1997 dated November 19, 1997. Proceeds were also applied to finance and reimburse a portion of the costs of various campus improvements. These improvements include (i) the construction of an addition to the Mason Support Services Center, (ii) the renovation and improvements to a laboratory facility within Nieuwland Science, (iii) general construction and renovation projects. | ||
| (D) Total issue price of $153,953,341.65, comprised of an original issue premium of $7,388,341.65 and principal amount of $146,565,000 St. Joseph County, Indiana Educational Facilities Refunding Revenue Bonds, Series 2009 issued on September 30, 2009. Bond proceeds were used to refund the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 1998 dated October 1, 1998 and ($110,000,000 of) the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2005 dated December 8, 2005 (see Part I (B)). | ||
| Part II Proceeds | Line 1 Amount of Bonds Retired | Line 1 (B) Reflects the amount of the Series 2005 Bonds refunded by the Series 2009 Bonds |
| Line 3 Total Proceeds of Issue | Line 3 (A), (B), (C), (D) - Amount reported on Line 3 includes investment earnings and as a result, does not agree to issue price listed on Part I. Line 3(B) The original par amount of the Series 2005 Bond was $185,000,000. The amount reported includes the $185,000,000 par plus investment earnings. $110,000,000 was later refunded as part of the Series 2009 Bonds. $75,000,000 remain outstanding as the Series 2005 Bonds. Line 3(D) The Series 2009 Bonds refunded the Series 1998 Bonds ($43,000,000) and a portion of the Series 2005 Bonds ($110,000,000 of $185,000,000). This amount reported includes the original issue price of $153,953,341.65 (including the original issue premium of $7,388,341.65, a portion of which is amortized each year) plus investment earnings of $44.66. | |
| Line 5 Capitalized Interest from Proceeds | Line 5(A) Includes capitalized interest and swap payments | |
| Line 10 Capital Expenditures from Proceeds | Line 10(D) The Series 2009 Bonds was a refunding issue that did not fund capital expenditures | |
| Line 11 Other Spent Proceeds | Line 11(A), (B), (C), (D) Includes refunded bonds Line 11(B) Also includes capitalized line of credit fees that were not taken into account in determining the yield on the issue (per the Schedule K instructions) | |
| Line 13 Year of Substantial Completion | Line 13(D) Bonds only refunded previous issues and did not finance capital expenditures. Therefore, response was left blank. | |
| Line 16 Has the Final Allocation of Proceeds Been Made? | Line 16(A), (B), (C) The University's intent upon issuance of bonds was that equity contributions would first be allocated to any potential private business use in the financed facilities. Line 16(D) Bonds only refunded previous issues and did not finance capital expenditures. Therefore, response was indicated as "NO". | |
| Part III Private Business Use | Line 2(D) The Series 2009 Bonds refunded the Series 1998 and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. The Series 2005 Bond projects are considered and reflected in Column B of this Schedule. Therefore, response was indicated as "NO". Line 3a(D) The Series 2009 Bonds refunded the Series 1998 and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. The Series 2005 Bond projects are considered and reflected in Column B of this Schedule. Therefore, response was indicated as "NO". Line 3c(D) The Series 2009 Bonds refunded the Series 1998 and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. The Series 2005 Bond projects are considered and reflected in Column B of this Schedule. Therefore, response was indicated as "NO". Line 3b & 3d(A), (B), (C) Internal General Counsel routinely reviews agreements. External counsel is occasionally engaged to review agreements. Line 4(A), (B), (C) The University reported the private business use percentages in Part III of Schedule K after reviewing the private business activity on campus. The University's intent upon issuance of the bonds was that equity contributions would first be allocated to any potential private business use in the financed facilities. The University financed a number of infrastructure/renovation projects that met the criteria as Qualified Improvement Exceptions. Line 4(D) The Series 2009 Bonds refunded the Series 1998 and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. The Series 2005 Bond projects are considered and reflected in Column B of this Schedule. Therefore, response was left blank. Line 5(A), (B), (C) The University reported the private business use percentages in Part III of Schedule K after reviewing the private business activity on campus. The University's intent upon issuance of the bonds was that equity contributions would first be allocated to any potential private business use in the financed facilities. The University financed a number of infrastructure/renovation projects that met the criteria as Qualified Improvement Exceptions. Line 5(D) The Series 2009 Bonds refunded the Series 1998 and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. The Series 2005 Bond projects are considered and reflected in Column B of this Schedule. Therefore, response was left blank. | |
| Part IV Arbitrage | Line 3b(A) Name of provider: Goldman Sachs Line 3c(A) Term of hedge: 19.0 Line 3b(A) Name of provider: HSBC Line 3c(A) Term of hedge: 29.2 Line 3b(C) Name of provider: Goldman Sachs Line 3c(C) Term of hedge: 19.0 Line 3b(C) Name of provider: HSBC Line 3c(C) Term of hedge: 29.2 Line 4b(B) Name of provider: AIG Matched Funding Corp Line 4c(B) Term of GIC: 0.2 Line 4b(B) Name of provider: AIG Matched Funding Corp Line 4c(B) Term of GIC: 2.0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|
| See Part V | ||
| See Part V | 188996 | See Part V |
| See Part V | ||
| See Part V | 2631 | See Part V |
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Pamela Burish | |||
| See Part V | 38156 | See Part V | 0 |
| American Electric Power Co Inc | |||
| See Part V | 3439188 | See Part V | 0 |
| Reinhart FoodService LLC | |||
| See Part V | 166429 | See Part V | 0 |
| Jones Day | |||
| See Part V | 181159 | See Part V | 0 |
| Xerox Corporation | |||
| See Part V | 1578897 | See Part V | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part III | (a) Name of Person: N/A(b) Relationship between Interested Person and Organization: Employees(c) Amount of grant: $188,996(c) Type of Assistance: Qualified tuition reduction(a) Name of Person: N/A(b) Relationship between Interested Person and Organization: Children/siblings of Trustees(c) Amount of grant: $2,631(c) Type of Assistance: Merit Scholarships |
| Part IV | 1. (a) Pamela Burish(b) Relationship between interested person and the organization: Spouse of Officer/Trustee Thomas Burish(d) Description of transaction: Compensation from University to Mrs. Burish as an Adjunct Instructor and Fellow for the Institute for Educational Initiatives 2. (a) American Electric Power Co., Inc.(b) Relationship between interested person and the organization: University Trustees Sara Martinez Tucker and Richard C. Notebaert are members of the Board of Directors for American Electric Power Co., Inc., which provides power for the University campus.(d) Description of transaction: American Electric Power Co., Inc.'s charges are determined by rates negotiated between American Electric Power Co., Inc. and the State of Indiana, at arm's length. These charges and the relationship between American Electric Power Co., Inc. and the University are in compliance with the University's overall conflict of interest policy.3. (a) Reinhart FoodService, LLC(b) Relationship between interested person and the organization: University Trustee J. Christopher Reyes is an owner and co-chairman of Reyes Holdings, LLC. Reinhart FoodService, LLC is a wholly-owned subsidiary of Reyes Holdings, LLC.(c) Represents 1 percent of total University food expenditures paid(d) Description of transaction: Reinhart FoodService, LLC provides food distribution services to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.4. (a) Jones Day(b) Relationship between interested person and the organization: University Trustee Stephen Brogan is the Managing Partner of Jones Day. In addition, Patrick McCartan is also a University Trustee and a Senior Partner with Jones Day.(d) Description of transaction: Jones Day provides legal services to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.5. (a) Xerox Corporation(b) Relationship between interested person and the organization: University Trustee Sara Martinez Tucker is a member of the Board of Directors for Xerox Corporation.(d) Description of transaction: Xerox provides office equipment to the University and has an athletics sponsorship arrangement with the University as well. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 167 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 533 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 37906023 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Proceeds from sale | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Token value of $1 | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1769820 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 |
|---|---|---|---|
| X | Equipment | 8 | 0 |
| X | Other | 72 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 28 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Method for Determining Number of Contributors: | Part I, Column (b): | The amounts shown for "Number of contributions or items contributed" represent number of contributions, not the number of items contributed. |
| Non Reporting of Revenue: | Part I, Line 33: | Other than for gifted securities, the University's policy is to record as revenue only those non-cash contributions in excess of one million dollars, if supported by an appraisal from a 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| University's Mission | Form 990, Part I, Line 1 and Part III, Line 1 | The University of Notre Dame is a Catholic academic community of higher learning, animated from its origins by the Congregation of Holy Cross. The University is dedicated to the pursuit and sharing of truth for its own sake. 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. This statement speaks of the University of Notre Dame as a place of teaching and research, of scholarship and publication, and of service and community. *From the mission statement of the University of Notre Dame: http://nd.edu/aboutnd/mission-statement/ |
| Form 990, Part VI, Section A, line 2 | Sara Martinez Tucker, Trustee and Richard Notebaert, Trustee - Business relationship Stephen Brogan, Trustee and Patrick McCartan, Trustee - Business relationship | |
| Form 990, Part VI, Section B, line 11 | After internal review of the completed Form 990 and external review by the University's outside tax accountants (PricewaterhouseCoopers), the return is presented to the University's Tax Strategy Committee, which includes University officers (Executive Vice President, Vice President for Finance and General Counsel), the Chief Audit Executive, the Controller and members of his tax and compliance staff, and PricewaterhouseCoopers. Following this internal process, the return is presented for review to the Audit Committee of the Board of Trustees, who review the return and discuss it at a meeting prior to filing the return. Upon completion of their review, it is provided to the full Board of Trustees, also prior to the filing of the return. | |
| Form 990, Part VI, Section B, line 12c | All faculty, staff and students who are in a position to influence or commit resources of the University of Notre Dame are considered "members" who must complete and submit on no less than an annual basis a Conflict of Interest Disclosure Survey. Such surveys are evaluated by the appropriate "Reviewer". Each member's Reviewer depends on whether they are faculty, staff, department chair, or dean, but ultimately all actual, potential, and perceived conflicts of interest are reviewed by the University Conflicts Committee. The Reviewer determines whether an actual, potential, or perceived conflict of interest exists and makes a recommendation to the University Conflicts Committee as to what conditions or restrictions, if any, should be imposed by the University to manage, reduce, or eliminate such conflicts. The Reviewer, with input from the member if needed, develops a Management Plan for submission to the University Conflicts Committee. The University Conflicts Committee then makes a decision regarding disposition of a disclosure based on the Reviewer's recommendation, the details regarding the Member's actual, potential, or perceived conflict of interest, and the proposed Management Plan. Members of the University's Board of Trustees are governed by a separate conflict of interest policy and must disclose all financial interests and material facts pertinent to any potential conflict on their annual Conflict of Interest statement (or whenever potential conflicts arise) to the Audit Committee of the Board. This policy is coordinated, administered, reviewed, and monitored by the University's internal Audit & Advisory Services department. After any discussion or presentation of the financial interests and material facts to the Audit Committee, the individual must recuse himself/herself during the discussion of, and voting on, the potential conflict. The Audit Committee shall assess whether the potential conflict is reasonable and the result of arms-length negotiation conforming to the University's written policies, as well as if the action furthers the University's charitable purposes and is in the best interests of the University. The Chairman of the Audit Committee shall, if appropriate, appoint a disinterested person or Committee to investigate alternatives to the proposed transaction or arrangement. Should the Audit Committee have reason to believe a Trustee-member has failed to disclose all financial interests and material facts pertinent to a potential conflict of interest, it shall inform the individual of such, and afford the individual the opportunity to further explain all interests and facts pertinent to the potential conflict. If it is determined that an individual has not disclosed all financial interests and material facts pertinent to an actual or potential conflict of interest, corrective action shall be taken as deemed appropriate. The minutes of any meeting of the University's Board of Trustees or other governing board of the University considering a conflict of interest, including committees and sub-committees of such boards, shall include the names of those present for discussion and voting, as well as those recused from the discussion and voting, on any transaction, arrangement, relationship, or other action involving a potential conflict of interest. | |
| Form 990, Part VI, Section B, line 15 | The Compensation Committee of the Board of Trustees develops, in conjunction with the President, Executive Vice President, and Vice President of Human Resources, an overall Total Reward Philosophy for Key Employees, which supports the University's overall mission, and shall recommend such Total Reward Philosophy to the Board for approval. The Committee acts on behalf of the Board to implement the executive compensation policy, approve executive compensation levels, adopt a benefit and perquisite policy, and justify reasonable compensation paid to the President, Executive Vice President, and Provost of the University, and other persons who are "disqualified persons" under Internal Revenue Code Section 4958 (intermediate sanctions). The Committee researches competitive and reasonable annual base salary levels, annual incentive plans, executive benefit plans, welfare benefits and supplemental benefits of the named executives and other key individuals. Upon completion of the research, the Committee approves the specific levels and amounts of total rewards that will be paid to, or provided for the benefit of, the named executives and other key individuals. The Committee examines the reasonableness of compensation levels. In so doing, the Committee assesses the nature and scope of the position by reviewing the basis on which compensation was paid. This includes a review of compensation for, but not limited to, exceptional performance, additional duties, and/or the unique background, experiences, personal skills and the abilities of the executive, as well as special challenges facing the University that require the use of such attributes or skills. The Committee's evaluation includes valid market data provided by an independent third party consultant that details each compensation component and the total package in light of the University's executive compensation philosophy. The Committee conducts such examination to be able to establish a presumption under Section 4958 that the total reward package offered to "disqualified persons" is reasonable. | |
| Form 990, Part VI, Section C, line 19 | The University makes its governing documents (http://www.nd.edu/aboutnd/leadership/pdf/bylaws.pdf, http://www.nd.edu/aboutnd/leadership/pdf/statutes.pdf) and financial statements (http://cfweb-prod.nd.edu/controller/annual-report/) available to the public on the University's website. Notre Dame makes its conflict of interest policy that applies to all employees available to the public by posting it on the University's website (http://policy.nd.edu/policy_files/ConflictofInterestPolicy.pdf). This information, as well as copies of Form 990 and Form 990-T, is also available upon request. Form 990 is also available on the charity websites Guidestar (http://www2.guidestar.org/) and Charity Navigator (www.charitynavigator.org/). Notre Dame does not make its trustees' conflict of interest policy available to the public. | |
| Changes in Net Assets or Fund Balances: | Form 990, Part XI, line 5: | Net unrealized losses on investments: -228,513,638. Net gain/(loss) on debt-related derivative instruments -34,406,027. Change in value of split-interest agreements -1,009,560. Net pension and postretirement benefits-related changes -47,936,247. Other non-operating changes in net assets 4,824,476. Total to Form 990, Part XI, Line 5: -307,040,996. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|
| BCMR Feeder - TE GP LLC | ||||||||
| 518 17th Street Suite 1700 | Denver | CO | 802024130 | Feeder Fund | DE | 0 | 107586 | University of Notre Dame du Lac |
| Dynamo Brasil III LLC | ||||||||
| Corporation Trust Center 1209 Orang | Wilmington | DE | 19801 | Investments | DE | 7386897 | 106858615 | University of Notre Dame du Lac |
| ND Properties I LLC | ||||||||
| Controllers Office 731 Grace Hall | Notre Dame | IN | 46556 | Leasing | IN | 0 | 14245655 | University of Notre Dame du Lac |
| Cupula Holdings LLC | ||||||||
| Corporation Trust Center 1209 Orang | Wilmington | DE | 19801 | Dormant | DE | 0 | 0 | University of Notre Dame du Lac |
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Postal CodeAddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Association of Notre Dame Clubs Inc | |||||||||||||||
| Controllers Office 731 Grace Hall | Notre Dame | IN | 46556 | 311050144 | Alumni Association | IN | 501(c)(3) | Line 11c, III-FI | University of Notre Dame du Lac | 1 | |||||
| Fundacion University of Notre Dame Chile | |||||||||||||||
| Study Abroad Program | 501(c)(3) | University of Notre Dame du Lac | 1 | Av Vicuna Mackenna 4860 Macul Pr | Internacionales, Santiago | CI | CI | ||||||||
| Innovation Park at Notre Dame Inc | |||||||||||||||
| Controllers Office 804 Grace Hall | Notre Dame | IN | 46556 | 943445005 | Research Park | IN | 501(c)(3) | Line 11a, I | University of Notre Dame du Lac | 1 | |||||
| The University of Notre Dame (USA) in England | |||||||||||||||
| Study Abroad Program | 501(c)(3) | University of Notre Dame du Lac | 1 | 1 Suffolk Street | London | UK | UK | SW1Y 4HG | |||||||
| Univ of Notre Dame du Lac Gillen Foundation | |||||||||||||||
| Controllers Office 731 Grace Hall | Notre Dame | IN | 46556 | 237125378 | Research Facility Operations | MI | 501(c)(3) | Line 11a, I | University of Notre Dame du Lac | 1 | |||||
| Voice of the Fighting Irish Inc | |||||||||||||||
| Controllers Office 731 Grace Hall | Notre Dame | IN | 46556 | 311135580 | Radio Station | IN | 501(c)(3) | Line 11a, I | University of Notre Dame du Lac | 1 | |||||
Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IPND Leverage Lender LLC | |||||||||||||
| Controllers Office 731 Grace Hall | Notre Dame | IN | 46556 | 271678084 | Finance | IN | University of Notre Dame du Lac | Excluded | 431627 | 13171278 | 0 | 1 | 0.99900 |
| Magna NYC Co-Investment LP | |||||||||||||
| 300 Centerville Rd Suite 300 East | Warwick | RI | 02886 | 261523052 | Real Estate Investment | DE | GP Magna NYC Co-Investment LLC | Excluded | -199064 | 43462542 | 0 | 0 | 0.88210 |
| Merit Energy Partners VIII LP | |||||||||||||
| 13727 Noel Rd Suite 500 | Dallas | TX | 75240 | 752530212 | Direct Energy Investments | DE | Merit Partners LP | Excluded | 25697339 | 91156146 | 0 | 0 | 0.83000 |
| Qiming II Investor Holdings LLC | |||||||||||||
| 11400 SE 6th Street Suite 100 | Bellevue | WA | 98004 | 270464551 | Feeder Fund | WA | University of Notre Dame du Lac | Excluded | 256487 | 3797776 | 0 | 1 | 1.00000 |
| Santa Fe Interests LLC | |||||||||||||
| 300 Park Blvd Suite 500 | Itasca | IL | 60143 | 203977995 | Rental Real Estate | DE | University of Notre Dame du Lac | Excluded | -435511 | 50333068 | 0 | 0 | 0.90000 |
| SSGA US GovernmentCredit Bond Index NL QP CTF | |||||||||||||
| One Lincoln Street | Boston | MA | 02111 | 276126714 | Common Trust Fund | MA | State Street Bank | Excluded | 2320989 | 0 | 0 | ||
| Thor Palmer House Co-Investor LP | |||||||||||||
| 25 West 39th Street | New York | NY | 10018 | 203283109 | Real Estate Investment | DE | Thor Palmer House Co-Investor GP LLC | Excluded | -869733 | 56311460 | 0 | 0 | 0.68720 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Legal Domicile StateLegalDomicileState | Address Line1AddressForeign/AddressLine1 | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | CityAddressForeign/City |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BCMR Feeder - TE LP | ||||||||||||||||
| 518 17th Street Suite 1700 | Denver | CO | 80202 | 980582629 | Feeder Fund | CA | University of Notre Dame du Lac | C | -226210 | 6993276 | 0.99000 | |||||
| Bradley-DeBartolo Inc | ||||||||||||||||
| Controllers Office 731 Grace Hall | Notre Dame | IN | 46556 | 341765932 | Real Estate Owner/Lessor | University of Notre Dame du Lac | C | -38639 | 3493650 | 1.00000 | OH | |||||
| India Equity Growth Fund (Investors) Limited | ||||||||||||||||
| Feeder Fund | MP | University of Notre Dame du Lac | C | -1128983 | 49709427 | 0.78980 | 65 Chulia Street 39-08 OCBC Centr | SN | 049513 | |||||||
| Kingdom Ridge Capital Fund Ltd | ||||||||||||||||
| 81 Main Street Suite 209 | White Plains | NY | 10601 | Feeder Fund | CJ | University of Notre Dame du Lac | C | -4801685 | 102941286 | 0.84450 | ||||||
| Tegean Offshore Fund Ltd | ||||||||||||||||
| Two Grand Central Tower 140 E 45th | New York | NY | 100177157 | Feeder Fund | CJ | University of Notre Dame du Lac | C | 8063928 | 55902673 | 0.88680 | ||||||
| TDR Capital II C Holdings LP | ||||||||||||||||
| 980648852 | Feeder Fund | UK | University of Notre Dame du Lac | C | 245914 | 26588640 | 1.00000 | 50 Lothian Rd Festival Square | UK | EH3 9WJ | Edinburgh | |||||
| Sorin Management Limited | ||||||||||||||||
| Investments | MP | University of Notre Dame du Lac | C | 1.00000 | c/o Apex Fund Services Ltd 4th Fl | MP | CyberCity, Ebene | |||||||||
| Charitable Remainder Trusts (313) | ||||||||||||||||
| See Part VII | T | IN | ||||||||||||||
| Charitable Lead Trusts (4) | ||||||||||||||||
| See Part VII | T | IN | ||||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (17 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| BCMR Feeder - TE LP | ||
| B | 4968161 | Funding Provided |
| Magna NYC Co-Investment LP | ||
| R | 5856467 | Amount Received |
| Merit Energy Partners VIII LP | ||
| R | 18346437 | Amount Received |
| Qiming II Investor Holdings LLC | ||
| B | 400000 | Funding Provided |
| SSGA US GovernmentCredit Bond Index NL QP CTF | ||
| B | 175256919 | Funding Provided |
| SSGA US GovernmentCredit Bond Index NL QP CTF | ||
| R | 105479699 | Amount Received |
| TDR Capital II C Holdings LP | ||
| B | 8047425 | Funding Provided |
| Innovation Park at Notre Dame Inc | ||
| B | 618926 | Funding Provided |
| Innovation Park at Notre Dame Inc | ||
| I | 167272 | Revenue Earned |
| Innovation Park at Notre Dame Inc | ||
| K | 100000 | Revenue Earned |
| University of Notre Dame Gillen Foundation | ||
| B | 710459 | Funding Provided |
| Voice of the Fighting Irish Inc | ||
| B | 71904 | Funding Provided |
| IPND Leverage Lender LLC | ||
| R | 125609 | Amount Received |
| Santa Fe Interests LLC | ||
| J | 385275 | Expenses Incurred |
| Fundacion University of Notre Dame Chile | ||
| B | 425000 | Funding Provided |
| The University of Notre Dame (USA) in England | ||
| B | 64673660 | Funding Provided/Exp Incurred |
| Charitable Remainder Trusts (8) | ||
| R | 1115555 | Remainder Interest Received |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part IV, Identification of Related Orgs Taxable as a Corporation or Trust | ReturnReference |
| Explanation | (a) Name: Charitable Remainder Trusts (313) (b) Primary activity: Split-interest trusts in which Notre Dame is trustee and remainder beneficiary (a) Name: Charitable Lead Trusts (4) (b) Primary activity: Split-interest trusts in which Notre Dame is trustee | Explanation |
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