UNIVERSITY OF NOTRE DAME DU LAC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF NOTRE DAME DU LAC (EIN 35-0868188)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-13
IRS object ID: 201101339349302255
Schema version: 2009v1.7
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-13T10:31:02-05:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

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	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	2009-07-01	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	2011-05-13	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	2024141000	Phone

Field	Value	IRS element (for citing)
Tax Year	2009	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	2744582237	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
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	49	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	42	NbrIndependentVotingMembers
Total Nbr Employees	16445	TotalNbrEmployees
Total Nbr Volunteers	1449	TotalNbrVolunteers
Total Gross UBI	1969642	TotalGrossUBI
Net Unrelated Business Txbl Income	-11938414	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	226689374	ContributionsGrantsPriorYear
Contributions Grants Current Year	255777059	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	603878241	ProgramServiceRevenuePriorYear
Program Service Revenue CY	639671649	ProgramServiceRevenueCY
Investment Income Prior Year	48685697	InvestmentIncomePriorYear
Investment Income Current Year	175288341	InvestmentIncomeCurrentYear
Other Revenue Prior Year	8541964	OtherRevenuePriorYear
Other Revenue Current Year	12122210	OtherRevenueCurrentYear
Total Revenue Prior Year	887795276	TotalRevenuePriorYear
Total Revenue Current Year	1082859259	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	162695814	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	179651346	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	442516158	SalariesEtcPriorYear
Salaries Etc Current Year	502706911	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	21809106	TotalFundrsngExpCurrentYear
Other Expense Prior Year	319387367	OtherExpensePriorYear
Other Expenses Current Year	325536481	OtherExpensesCurrentYear
Total Expenses Prior Year	924599339	TotalExpensesPriorYear
Total Expenses Current Year	1007894738	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-36804063	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	74964521	RevenuesLessExpensesCY
Total Assets BOY	7130072350	TotalAssetsBOY
Total Assets EOY	7753677014	TotalAssetsEOY
Total Liabilities BOY	1280033768	TotalLiabilitiesBOY
Total Liabilities EOY	1437345461	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	5850038582	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	6316331553	NetAssetsOrFundBalancesEOY
Mission Description	See Schedule O	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	496835073	Expense
Grants	160938719	Grants
Revenue	430982777	Revenue
Description	Instruction - Provided academic instruction and services to over 11,800 undergraduate and graduate students pursuing courses of study within four 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	181187802	Expense
Grants	4194661	Grants
Revenue	192822724	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	83566318	Expense
Grants	13226185	Grants
Revenue	8473396	Revenue
Description	Research - University researchers administered more than 700 new awards for studies based in disciplines of engineering, science and humanities.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	65078493	Expense
Grants	1291781	Grants
Revenue	14022633	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 to 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 libray facilities containing nearly 3,000,000 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	65078493	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	1291781	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	14022633	TotalOfOtherProgramServiceRev
Total Program Service Expense	826667686	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Donor Advised Funds	1	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	1	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Balance Sheet Amounts Reported	1	BalanceSheetAmountsReported
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	0	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
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	18861	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	16445	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	AU	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	2	NumberOf8282Filed
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Form1098 C Filed	1	Form1098CFiled
Excess Business Holdings	0	ExcessBusinessHoldings
Taxable Distributions	0	TaxableDistributions
Distribution To Donor	0	DistributionToDonor
Nbr Voting Governing Body Members	49	NbrVotingGoverningBodyMembers
Number Independent Voting Members	42	NumberIndependentVotingMembers
Family Or Business Relationship	0	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	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 (69 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 Vice President & Trustee	40.00	X	X	939843	0	134372
Thomas G Burish PhD
Provost & Trustee	40.00	X	X	537827	0	136568
Rev John I Jenkins CSC PhD
President & Trustee	40.00	X	X	582167	0	123135
Rev Peter A Jarret CSC
Trustee	2.00	X		3050	0	0
Rev Timothy R Scully CSCPhD
Trustee	2.00	X		163324	0	80665
Rev Jose E Ahumada F CSC
Trustee	2.00	X		0	0	0
David M Baron
Trustee	2.00	X		0	0	0
Rev E William Beauchamp CSC
Trustee	2.00	X		0	0	0
Robert F Biolchini
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
Holly A Colman
Trustee	2.00	X		0	0	0
Robert M Conway
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
Kathleen M Fox
Trustee	2.00	X		0	0	0
Marye Anne Fox
Trustee	2.00	X		0	0	0
Stephanie A Gallo
Trustee	2.00	X		0	0	0
F Michael Geddes
Trustee	2.00	X		0	0	0
John W Glynn Jr
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
Thomas E Larkin Jr
Trustee	2.00	X		0	0	0
Hon Diana Lewis
Trustee	2.00	X		0	0	0
Patrick F McCartan
Trustee	2.00	X		0	0	0
Terrence J McGlinn
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
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
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
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
Michael Wong
Trustee	2.00	X		0	0	0
Robert J Bernhard PhD
VP for Research	40.00		X	310332	0	56462
Janet M Botz
VP - Public Affairs & Communication	40.00		X	311181	0	17290
Marianne Corr JD
VP & General Counsel	40.00		X	422020	0	18313
Dennis C Jacobs PhD
VP & Associate Provost	40.00		X	224957	0	38808
James J Lyphout MBA
VP for Business Operations	40.00		X	292870	0	39361
Scott C Malpass MBA
VP & Chief Investment Officer	40.00		X	1532859	0	524968
Christine M Maziar PhD
VP & Senior Associate Provost	40.00		X	298773	0	31241
Louis M Nanni MA
VP for University Relations	40.00		X	307783	0	44321
Rev Mark L Poorman CSC PhD
VP for Student Affairs	40.00		X	258387	0	11455
Donald B Pope-Davis PhD
VP & Associate Provost	40.00		X	244887	0	48537
John A Sejdinaj MBA CCM
VP for Finance	40.00		X	316408	0	53386
John B Swarbrick Jr
Athletic Director	40.00			733201	0	199031	X
Michael P Brey
Head Coach, Men's Basketball	40.00			528593	0	45381		X
Michael D Donovan MBA JD
Managing Director, Investments	40.00			812004	0	250438		X
Roger D Huang PhD
Chair, Department of Finance	40.00			548168	0	48594		X
Muffet McGraw
Head Coach, Women's Basketball	40.00			590610	0	53303		X
Charles J Weis
Head Coach, Football	40.00			7239194	0	45354		X
Jeffery Kantor Former Officer
Professor, Chemical & Biomolecular	40.00			240778	0	69650			X
Rev Edward T Malloy CSC
Professor, Theology (Former Pres)	40.00			133477	0	11455			X
L Tyrone Willingham
Former Head Coach, Football	0.00			650000	0	0			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	18222693	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	2082088	TotalOtherCompensation
Number Individuals GT100 K	726	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	21857594
Pepper Construction
643 North Orleans Street	Chicago	IL	60654	Construction	17168054
Skanska USA Building Inc
5250 Lovers Lane Suite 200	Portage	MI	49002	Construction	14069016
Ziolkowski Construction Inc
1005 South Lafayette Boulevard	South Bend	IN	46601	Construction	9456426
Geupel DeMars Hagerman LLC
7930 Castleway Drive	Indianapolis	IN	46250	Construction	8515247

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	110	NumberOfContractorsGT100K
Fundraising Events	78584	FundraisingEvents
Government Grants	63117025	GovernmentGrants
All Other Contributions	192581450	AllOtherContributions
Noncash Contributions	64143646	NoncashContributions
Total Contributions	255777059	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
Student tuition and fe	611310	419270541	419270541
Auxiliary enterprises	611710	189986309	181842442	8143867
Educational programs	611310	14049155	13313843	735312
Research contracts (go	900099	7959105	7945605	13500
Student services	611710	2688053	2688053

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	5718486	TotalRevenueColumn
Related Or Exempt Function Income	5718486	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	639671649	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	49749794	TotalRevenueColumn
Unrelated Business Revenue	-7156419	UnrelatedBusinessRevenue
Exclusion	$56,906,213	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	4863443	TotalRevenueColumn
Exclusion	$4,863,443	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	9200342	Real

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	8579287	Real

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	621055	Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	621055	TotalRevenueColumn
Exclusion	$621,055	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1778612000	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1653073453	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	125538547	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	125538547	TotalRevenueColumn
Exclusion	$125,538,547	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	73799	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	78584	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	65153	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	8646	TotalRevenueColumn
Exclusion	$8,646	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	4270	GrossIncomeGaming
Gaming Direct Expenses	5085	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	-815	TotalRevenueColumn
Exclusion	-$815	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Alumni Association	Description
Business Code	900099	BusinessCode
Total Revenue Column	2736130	TotalRevenueColumn
Related Or Exempt Function Income	2502748	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	233382	UnrelatedBusinessRevenue

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	3893751	TotalRevenueColumn
Related Or Exempt Function Income	3893751	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	6629881	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1082859259	TotalRevenueColumn
Related Or Exempt Function Income	637175469	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	1969642	UnrelatedBusinessRevenue
Exclusion	$187,937,089	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	7734925	Total
Program Services	7734925	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	165865689	Total
Program Services	165865689	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	6050732	Total
Program Services	6050732	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	8371660	Total
Program Services	3181435	ProgramServices
Management And General	4316953	ManagementAndGeneral
Fundraising	873272	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	375144577	Total
Program Services	313154310	ProgramServices
Management And General	51044939	ManagementAndGeneral
Fundraising	10945328	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	28787087	Total
Program Services	18335266	ProgramServices
Management And General	9654357	ManagementAndGeneral
Fundraising	797464	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	67103106	Total
Program Services	32481439	ProgramServices
Management And General	33199893	ManagementAndGeneral
Fundraising	1421774	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	23300481	Total
Program Services	18853831	ProgramServices
Management And General	3647070	ManagementAndGeneral
Fundraising	799580	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	1942087	Total
Program Services	505546	ProgramServices
Management And General	1436541	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	2854603	Total
Program Services	45334	ProgramServices
Management And General	2809269	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	299608	Total
Management And General	299608	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	5243066	Total
Management And General	5243066	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	19179699	Total
Program Services	12331596	ProgramServices
Management And General	5811428	ManagementAndGeneral
Fundraising	1036675	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	2745411	Total
Program Services	2645639	ProgramServices
Management And General	82590	ManagementAndGeneral
Fundraising	17182	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	53629094	Total
Program Services	44807609	ProgramServices
Management And General	6870076	ManagementAndGeneral
Fundraising	1951409	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	10330890	Total
Program Services	4431370	ProgramServices
Management And General	5761156	ManagementAndGeneral
Fundraising	138364	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	459023	Total
Program Services	459023	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	59765132	Total
Program Services	52010750	ProgramServices
Management And General	7023113	ManagementAndGeneral
Fundraising	731269	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	33179128	Total
Program Services	28926916	ProgramServices
Management And General	2604017	ManagementAndGeneral
Fundraising	1648195	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	1771	Total
Management And General	1771	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	4244119	Total
Program Services	2765419	ProgramServices
Management And General	1444975	ManagementAndGeneral
Fundraising	33725	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	15774404	Total
Program Services	13584640	ProgramServices
Management And General	2016953	ManagementAndGeneral
Fundraising	172811	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	43800486	Total
Program Services	41569918	ProgramServices
Management And General	2106764	ManagementAndGeneral
Fundraising	123804	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	827552	Total
Program Services	788678	ProgramServices
Management And General	38874	ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Other educational expen	34250197	33122534	860888	266775
Food and entertainment	27004951	23015087	3138385	851479
Investment Office expen	10005260		10005260

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1007894738	Total
Program Services	826667686	ProgramServices
Management And General	159417946	ManagementAndGeneral
Fundraising	21809106	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	127647562	BOY
EOY	107363077	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	194586739	BOY
EOY	181605087	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	23539972	BOY
EOY	24729776	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	32891483	BOY
EOY	45836222	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	9664663	BOY
EOY	9608415	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	17529900	BOY
EOY	24572335	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	1605719197	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	451701348	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	1053919315	BOY
EOY	1154017849	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	358641267	BOY
EOY	482559276	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	5282084474	BOY
EOY	5706617665	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	29566975	BOY
EOY	16767312	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	7130072350	BOY
EOY	7753677014	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	82691181	BOY
EOY	81814586	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	68848028	BOY
EOY	70129659	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	369145000	BOY
EOY	367667649	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	39829514	BOY
EOY	53638301	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	150000000	BOY
EOY	150000000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	569520045	BOY
EOY	714095266	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1280033768	BOY
EOY	1437345461	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2472162407	BOY
EOY	2755620326	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2156660555	BOY
EOY	2266694050	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1221215620	BOY
EOY	1294017177	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	5850038582	BOY
EOY	6316331553	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	7130072350	BOY
EOY	7753677014	EOY

Field	Value	IRS element (for citing)
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 B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	Volunteers
Paid Staff Or Management	1	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	$351,677	DirectContactLegislatorsAmount
Rallies Demonstrations	0	RalliesDemonstrations
Other Activities	0	OtherActivities
Total Lobbying Expenditures IIB	351677	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. Along with a few University employees, 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	7	NumberDAFsHeld
Number Funds Held	0	NumberFundsHeld
Donor Advised Contributions	350000	DonorAdvisedContributions
Contrib To Funds And Other Accounts	0	ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds	1728006	GrantsPaidFromDonorFunds
Grants Funds And Other Accounts	0	GrantsFundsAndOtherAccounts
Aggregate DAF Value	5545958	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

Current Year CurrentYear

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 Minus1 Year CurrentYearMinus1Year

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	0.42500	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.55900	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.01600	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	14007007	OtherCostOrOtherBasis
Book Value	23307007	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	51802521	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	1157730004	OtherCostOrOtherBasis
Depreciation	283797432	Depreciation
Book Value	925735093	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	12788677	OtherCostOrOtherBasis
Depreciation	1545757	Depreciation
Book Value	11242920	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	67696	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	213504348	OtherCostOrOtherBasis
Depreciation	123194281	Depreciation
Book Value	90377763	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	146518944	OtherCostOrOtherBasis
Depreciation	43163878	Depreciation
Book Value	103355066	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	1154017849	TotalOfBookValueLandBuildings

Financial Derivatives FinancialDerivatives

Field	Value	IRS element (for citing)
Book Value	19453276	BookValue
Method Of Valuation	F	MethodOfValuation

Closely Held Equity Interests CloselyHeldEquityInterests

Field	Value	IRS element (for citing)
Book Value	52098696	BookValue
Method Of Valuation	F	MethodOfValuation

Other Securities OtherSecurities (10 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Other short-term investments	62457363	F
Public equities: U.S.	270395135	F
Public equities: Non-U.S.	581946565	F
Public equities: Long/short strategies	870986025	F
Fixed income securities	208701628	F
Marketable alternatives	970764609	F
Private equity	1676492608	F
Real estate	392506777	F
Other real assets	535318379	F
Defined benefit pension plan assets	65496604	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	5706617665	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (10 entries)

DescriptionDescription	AmountAmount
Debt-related derivative instruments	$15,857,875
Student organization funds and other deposits	$13,686,047
Short-term borrowing	$140,094,000
Refundable advances	$16,963,891
Liabilities associated with investments	$258,687,919
Obligations under split-interest agreements	$58,027,969
Conditional asset retirement obligations	$22,242,706
Pension and other postretirement benefit obligations	$149,031,764
Government advances for student loans	$30,117,651
Other liabilities	$9,385,444

Field	Value	IRS element (for citing)
Total Of Amounts	714095266	TotalOfAmounts
Total Revenue	1082859259	TotalRevenue
Total Expenses	1007894738	TotalExpenses
Excess Or Deficit For Year	74964521	ExcessOrDeficitForYear
Net Unrealized GL On Investments	439198462	NetUnrealizedGLOnInvestments
Other	-$47,870,012	OtherAmount
Total Adjustments	391328450	TotalAdjustments
Excess Or Deficit Per FS	466292971	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	1329462586	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	439198462	NetUnrealizedGainsInvestments
Other Revenues	-175422427	OtherRevenues
Revenue Not Rptd F990	263776035	RevenueNotRptdF990
Revenue Subtotal	1065686551	RevenueSubtotal
Investment Expenses Not Included	17242946	InvestmentExpensesNotIncluded
Other Revenues Not Included	-70238	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	17172708	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	1082859259	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	863169616	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	34016618	OtherExpensesIncluded
Expenses Not Rptd F990	34016618	ExpensesNotRptdF990
Expenses Subtotal	829152998	ExpensesSubtotal
Investment Expenses Not Included2	17242946	InvestmentExpensesNotIncluded2
Other Expenses Not Included	161498794	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	178741740	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	1007894738	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
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 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:
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.	Description of Uncertain Tax Positions Under FIN 48:
Part XI, Line 8 - Other Adjustments:	Net gain/(loss) on debt-related derivative instruments: -20083086. Change in value of split-interest agreements: 1611537. Net pension and postretirement benefits-related changes: -33946380. Other non-operating changes in net assets: 4547917.
Part XII, Line 2d - Other Adjustments:	Tuition discounts: -XXX-XX-XXXX. Room discounts: -3224478. Net gain/(loss) on debt-related derivative instruments: -20083087. Change in value of split-interest agreements: 1611537. Other non-operating changes in net assets: 4547917.
Part XII, Line 4b - Other Adjustments:	Direct expenses of fundraising events: -65153. Direct expenses from gaming activities: -5085.
Part XIII, Line 2d - Other Adjustments:	Net pension and postretirement benefits-related changes: 33946380. Direct expenses of fundraising events: 65153. Direct expenses from gaming activities: 5085.
Part XIII, Line 4b - Other Adjustments:	Tuition scholarships and fellowships: XXX-XX-XXXX. Room & board discounts: 3224478.

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
Pub Via Broadcast Media Expln	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.	PubViaBroadcastMediaExpln
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
Govt Financial Aid Explanation	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.	GovtFinancialAidExplanation
Compliance With Rev Proc7550	1	ComplianceWithRevProc7550

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	1	GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (51 entries)

RegionRegion	Type Of Activities ConductedTypeOfActivitiesConducted	Specific Services ProvidedSpecificServicesProvided	Total ExpendituresTotalExpenditures	Number Of EmployeesNumberOfEmployees	Number Of OfficesNumberOfOffices
Central America and the Caribbean	Program Services	Agent of the University	0
East Asia and the Pacific	Program Services	Agent of the University	0
Europe (Including Iceland & Greenland)	Program Services	Agent of the University	0
Middle East and North Africa	Program Services	Agent of the University	0
North America	Program Services	Agent of the University	0
South America	Program Services	Agent of the University	0
South Asia	Program Services	Agent of the University	0
Central America and the Caribbean	Program Services	Conference	0
East Asia and the Pacific	Program Services	Conference	0
Europe (Including Iceland & Greenland)	Program Services	Conference	0
Middle East and North Africa	Program Services	Conference	0
North America	Program Services	Conference	0
Russia & the Newly Independent States	Program Services	Conference	0
South America	Program Services	Conference	0
Sub-Saharan Africa	Program Services	Conference	0
Central America and the Caribbean	Program Services	Housing and Other Assistance	0
East Asia and the Pacific	Program Services	Housing and Other Assistance	0
Europe (Including Iceland & Greenland)	Program Services	Housing and Other Assistance	6000
Middle East and North Africa	Program Services	Housing and Other Assistance	0
North America	Program Services	Housing and Other Assistance	0
South America	Program Services	Housing and Other Assistance	0
South Asia	Program Services	Housing and Other Assistance	0
Sub-Saharan Africa	Program Services	Housing and Other Assistance	0
East Asia and the Pacific	Program Services	International Study Program	780070	2
Europe (Including Iceland & Greenland)	Program Services	International Study Program	11972109	80	5
Middle East and North Africa	Program Services	International Study Program	307703	3	1
North America	Program Services	International Study Program	97208	1	1
Russia & the Newly Independent States	Program Services	International Study Program	153280
South America	Program Services	International Study Program	465581	2	1
Sub-Saharan Africa	Program Services	International Study Program	110160
Central America and the Caribbean	Program Services	Research	0
East Asia and the Pacific	Program Services	Research	0
Europe (Including Iceland & Greenland)	Program Services	Research	0
Middle East and North Africa	Program Services	Research	0
North America	Program Services	Research	0
Russia & the Newly Independent States	Program Services	Research	0
South America	Program Services	Research	0
South Asia	Program Services	Research	0
Sub-Saharan Africa	Program Services	Research	0
Central America and the Caribbean	Investment		0
Europe (Including Iceland & Greenland)	Investment		0
North America	Investment		0
Sub-Saharan Africa	Investment		0
Europe (Including Iceland & Greenland)	Program Services	SUB Grant Award	2814507
Sub-Saharan Africa	Program Services	SUB Grant Award	830587
Central America and the Caribbean	Program Services	SUB Grant Award	595291
East Asia and the Pacific	Program Services	SUB Grant Award	1189208
South America	Program Services	SUB Grant Award	64600
Central America and the Caribbean	Program Services	Prizes and Awards	3000
Europe (Including Iceland & Greenland)	Program Services	Prizes and Awards	200200
South America	Program Services	Prizes and Awards	15000

Field	Value	IRS element (for citing)
Total Number Of Offices	8	TotalNumberOfOffices
Total Number Of Employees	88	TotalNumberOfEmployees
Total Amount Spent	19604504	TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (23 entries)

RegionRegion	Purpose Of GrantPurposeOfGrant	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement
Sub-Saharan Africa	See Footnote 2, Part IV	38666	Check/Wire
Central America and the Caribbean	See Footnote 2, Part IV	266846	Check/Wire
Europe (Including Iceland & Greenland)	See Footnote 2, Part IV	410591	Check/Wire
East Asia and the Pacific	See Footnote 2, Part IV	17208	Check/Wire
Europe (Including Iceland & Greenland)	See Footnote 2, Part IV	135921	Check/Wire
South America	See Footnote 2, Part IV	60500	Check/Wire
Central America and the Caribbean	See Footnote 2, Part IV	323646	Check/Wire
Europe (Including Iceland & Greenland)	See Footnote 2, Part IV	60116	Check/Wire
Europe (Including Iceland & Greenland)	See Footnote 2, Part IV	165560	Check/Wire
East Asia and the Pacific	See Footnote 2, Part IV	32000	Check/Wire
Sub-Saharan Africa	See Footnote 2, Part IV	752907	Check/Wire
Europe (Including Iceland & Greenland)	See Footnote 2, Part IV	892916	Check/Wire
Europe (Including Iceland & Greenland)	See Footnote 2, Part IV	583711	Check/Wire
Europe (Including Iceland & Greenland)	See Footnote 2, Part IV	201068	Check/Wire
Europe (Including Iceland & Greenland)	See Footnote 2, Part IV	15419	Check/Wire
Europe (Including Iceland & Greenland)	See Footnote 2, Part IV	124792	Check/Wire
Sub-Saharan Africa	See Footnote 2, Part IV	30505	Check/Wire
East Asia and the Pacific	See Footnote 2, Part IV	1140000	Check/Wire
Sub-Saharan Africa	See Footnote 2, Part IV	8510	Check/Wire
Europe (Including Iceland & Greenland)	See Footnote 2, Part IV	224414	Check/Wire
Central America and the Caribbean	Research	130938	Wire Transfer
Central America and the Caribbean	Research	263525	Wire Transfer
Middle East and North Africa	International Studies Program	162075	Wire Transfer

Field	Value	IRS element (for citing)
Total Number Of501c3 Orgs	0	TotalNumberOf501c3Orgs
Total Number Of Other Orgs	22	TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)

Type Of AssistanceTypeOfAssistance	RegionRegion	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant	Manner Of Cash DisbursementMannerOfCashDisbursement
Housing and Other Assistance	Europe (Including Iceland & Greenland)	2	6000	Check/Wire/Direct Deposit
Housing and Other Assistance	South Asia	1	2000	Check/Wire/Direct Deposit
Housing and Other Assistance	Sub-Saharan Africa	2	3900	Check/Wire/Direct Deposit
Prizes and Awards	Central America and the Caribbean	1	3000	Check/Wire/Direct Deposit
Prizes and Awards	Europe (Including Iceland & Greenland)	2	200200	Check/Wire/Direct Deposit
Prizes and Awards	South America	1	15000	Check/Wire/Direct Deposit
Research/Travel Grant	Central America and the Caribbean	4	11019	Check/Wire/Direct Deposit
Research/Travel Grant	Sub-Saharan Africa	1	1216	Check/Wire/Direct Deposit

Form990 Schedule F Part IV Form990ScheduleFPartIV (2 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
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. 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 addresssed above. The policy can be found at: http://controller.nd.edu/policies-and-procedures/rspa/subrecipient_monito The University provides funding to students and other related individuals for research and other activities to support the furtherance of their education. Funds provided are monitored through applications, budgets and a requirement to document the use of funds either prior to the distribution of funds or upon completion of the activity.
Schedule F, Part IV	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.	Other Information

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Christmas Dinner	NameOfEvent1
Gross Receipts Event1	92553	GrossReceiptsEvent1
Charitable Contributions Event1	78584	CharitableContributionsEvent1
Gross Revenue Event1	13969	GrossRevenueEvent1
Rent Facility Costs Event1	2978	RentFacilityCostsEvent1
Food And Beverage Event1	1002	FoodAndBeverageEvent1
Entertainment Event1	38413	EntertainmentEvent1
Other Direct Expenses Event1	20650	OtherDirectExpensesEvent1
Name Of Event2	VIP Auction	NameOfEvent2
Gross Receipts Event2	59830	GrossReceiptsEvent2
Gross Revenue Event2	59830	GrossRevenueEvent2
Non Cash Prizes Event2	1894	NonCashPrizesEvent2
Other Direct Expenses Event2	216	OtherDirectExpensesEvent2
Gross Receipts Total	152383	GrossReceiptsTotal
Charitable Contributions Total	78584	CharitableContributionsTotal
Gross Revenue Total Events	73799	GrossRevenueTotalEvents
Non Cash Prizes Total Events	1894	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	2978	RentFacilityCostsTotalEvents
Food And Beverage Total Events	1002	FoodAndBeverageTotalEvents
Entertainment Total Events	38413	EntertainmentTotalEvents
Other Direct Expenses Total Events	20866	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	65153	DirectExpenseSummaryEvents
Net Income Summary	8646	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (84 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant	IRC SectionIRCSection	Amount Of Non Cash AssistanceAmountOfNonCashAssistance	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance
Air Products and Chemicals
Department Ch 10200	Palatine	IL	600550001	231274455	28380	See Footnote 2, Part IV
Arizona State University
Post Office Box 873503	Tempe	AZ	852870001	860196696	53052	See Footnote 2, Part IV	State of AZ
Ball Aerospace & Technologies Corp
Post Office Box 70203	Chicago	IL	606730203	841315001	7319	See Footnote 2, Part IV
Caltech
1200 East California Boulevard	Pasadena	CA	911250002	951643307	88552	See Footnote 2, Part IV	501(c)(3)
Catholic University of America
620 Michigan Avenue Northeast	Washington	DC	200640001	530196583	64211	See Footnote 2, Part IV	501(c)(3)
Clinical Research Management Inc
Ridge Road Suite A	Hinkley	OH	44233	541716562	9343	See Footnote 2, Part IV
Colorado State University
6015 Campus Delivery-Osp	Fort Collins	CO	805230001	237098397	81740	See Footnote 2, Part IV	State of CO
DePaul University
1 East Jackson Boulevard	Chicago	IL	606042287	362167048	54867	See Footnote 2, Part IV	501(c)(3)
Duke University
Post Office Box 90491	Durham	NC	277054833	560532129	50014	See Footnote 2, Part IV	501(c)(3)
EmNet LLC
12441 Beckley Street	Granger	IN	465309660	201118177	71959	See Footnote 2, Part IV
Emory University
1599 Clifton Road Northeast	Atlanta	GA	303224250	580566256	526004	See Footnote 2, Part IV	501(c)(3)
GA Tech Applied Research Corporation
SC Sodipo Associate	Atlanta	GA	303840001	582374837	7406	See Footnote 2, Part IV	501(c)(3)
George Washington University
44983 Knoll Square	Ashburn	VA	201472692	530196584	139362	See Footnote 2, Part IV	501(c)(3)
Georgetown University
Post Office Box 571164	Washington	DC	200570001	530196603	49279	See Footnote 2, Part IV	501(c)(3)
Georgia Tech Research Corporation
Post Office Box 100117	Atlanta	GA	303840117	580603146	41898	See Footnote 2, Part IV	501(c)(3)
Hampton University
Vice President For Business	Hampton	VA	236680001	540505990	15644	See Footnote 2, Part IV	501(c)(3)
Harvard University
1350 Massachusetts Avenue	Cambridge	MA	021383800	042103580	126215	See Footnote 2, Part IV	501(c)(3)
Host Diamond
2545 Lake Avenue	Wilmette	IL	600911211	271850741	6926	See Footnote 2, Part IV
Illinois Institute of Technology
Post Office Box 95152	Chicago	IL	606940001	362170136	112847	See Footnote 2, Part IV	501(c)(3)
Indiana University
Post Office Box 66057	Indianapolis	IN	462660001	356001673	296103	See Footnote 2, Part IV	State of IN
Knowledge Networks Inc
75 Remittance	Chicago	IL	606750001	943314617	115200	See Footnote 2, Part IV
Lake Superior State University
650 West Easterday Avenue	Sault Sainte Marie	MI	497831626	382576021	19144	See Footnote 2, Part IV	State of MI
Lawrence Berkeley National Laboratory
Post Office Box 39000	San Francisco	CA	941390001	946036493	300844	See Footnote 2, Part IV	501(c)(3)
LeTourneau University
Post Office Box 7001	Longview	TX	756077001	751081109	48436	See Footnote 2, Part IV	501(c)(3)
Michigan State University
301 Administration Bldg	East Lansing	MI	488241046	386005984	829746	See Footnote 2, Part IV	State of MI
MZA Associates Corporation
2021 Girard Boulevard SE	Albuquerque	NM	871063140	850400557	139275	See Footnote 2, Part IV
National-Louis University
122 South Michigan Avenue	Chicago	IL	606036191	362167804	8562	See Footnote 2, Part IV	501(c)(3)
New York Blood Center
1200 Prospect Avenue	Westbury	NY	115902723	131949477	116868	See Footnote 2, Part IV	501(c)(3)
Northeastern University
360 Huntington Avenue	Boston	MA	021155000	041679980	6901	See Footnote 2, Part IV	501(c)(3)
Northern Jet
Post Office Box 888380	Grand Rapids	MI	495888380	383261631	178450	See Footnote 2, Part IV
Old Dominion Univ Research Foundation
Post Office Box 6369	Norfolk	VA	235080369	546068198	93854	See Footnote 2, Part IV	501(c)(3)
Pennsylvania State University
227 West Beaver Avenue	State College	PA	168014842	246000376	223658	See Footnote 2, Part IV	State of PA
Princeton University
Post Office Box 5292	Princeton	NJ	085446242	210634501	46621	See Footnote 2, Part IV	501(c)(3)
Purdue University
23510 Network Place	Chicago	IL	606731235	356002041	621334	See Footnote 2, Part IV	State of IN
Radio Bilingue
5005 East Belmont Avenue	Fresno	CA	937272441	942472322	7000	See Footnote 2, Part IV	501(c)(3)
Regents of Univ Of California
2195 Hearst Avenue	Berkeley	CA	947200001	946002123	19555	See Footnote 2, Part IV	State of CA
Regents of Univ of California
Cashiers Office	Riverside	CA	925210001	956006142	21171	See Footnote 2, Part IV	State of CA
Regents of Univ Of California
9500 Gilman Drive 0009	La Jolla	CA	920930001	956006144	46148	See Footnote 2, Part IV	State of CA
Regents of Univ Of California
Post Office Box 989062	West Sacramento	CA	957989062	946036494	495568	See Footnote 2, Part IV	State of CA
Rensselaer Polytech Inst
Post Office Box 33375	Hartford	CT	061500001	141340095	76733	See Footnote 2, Part IV	501(c)(3)
Rice University
Post Office Box 1892	Houston	TX	772511892	741109620	116230	See Footnote 2, Part IV	501(c)(3)
Roosevelt University
430 Michigan Avenue	Chicago	IL	60612	362167854	25074	See Footnote 2, Part IV	501(c)(3)
Salimetrics LLC
101 Innovation Boulevard Suite 302	State College	PA	16803	251817651	6449	See Footnote 2, Part IV	501(c)(3)
St Ann Catholic School
2211 West 18th Place	Chicago	IL	606082595	362284297	31500	See Footnote 2, Part IV	501(c)(3)
St Pius X Parish
52553 Fir Road	Granger	IN	465308865	350940397	5918	See Footnote 2, Part IV
The Nature's Conservancy
8 South Michigan Avenue	Chicago	IL	606033360	530242652	16828	See Footnote 2, Part IV	501(c)(3)
The Ohio State University
1960 Kenny Road	Columbus	OH	432101016	316025986	59793	See Footnote 2, Part IV	State of OH
Trimeric Corporation
Post Office Box 826	Buda	TX	786100826	113695961	79144	See Footnote 2, Part IV
Univ of South Carolina Research Foundation
Post Office Box 751475	Charlotte	NC	282751475	570967350	32454	See Footnote 2, Part IV	State of SC
Univ of Wisconsin-Madison
Post Office Box 538	Milwaukee	WI	532010538	396006492	57586	See Footnote 2, Part IV	State of WI
Universities Space Research Association (USRA)
10211 Wincopin Circle	Columbia	MD	210443432	520892064	15879	See Footnote 2, Part IV	501(c)(3)
University of Arizona
Post Office Box 3520	Tucson	AZ	857223520	742652689	14870	See Footnote 2, Part IV	State of AZ
University of Chicago
1225 East 60th Street	Chicago	IL	606372801	362177139	291889	See Footnote 2, Part IV	501(c)(3)
University of Illinois
Post Office Box 4610	Springfield	IL	627084610	376000511	230301	See Footnote 2, Part IV	State of IL
University of Kansas
2385 Irving Hill Road	Lawrence	KS	660457563	480680117	18596	See Footnote 2, Part IV	State of KS
University of Maryland
4101 Chesapeake Building	College Park	MD	207420001	526002033	27510	See Footnote 2, Part IV	State of MD
University of Michigan
Post Office Box 223131	Pittsburgh	PA	152512131	386006309	345894	See Footnote 2, Part IV	State of MI
University of Minnesota
Post Office Box 1450	Minneapolis	MN	554855957	416007513	135269	See Footnote 2, Part IV	State of MN
University of New Mexico
1 University of New Mexico	Albuquerque	NM	871310001	856000642	24303	See Footnote 2, Part IV	State of NM
University of New Mexico
1700 Lomas Boulevard Northeast	Albuquerque	NM	871063807	856000642	43553	See Footnote 2, Part IV	State of NM
University of North Carolina-Chapel Hill
104 Airport Drive	Chapel Hill	NC	275990001	566001393	117006	See Footnote 2, Part IV	State of NC
University of Texas
Post Office Box 203382	Houston	TX	772160001	746000203	24061	See Footnote 2, Part IV	State of TX
University of Texas at Austin
Post Office Box 7159	Austin	TX	787137159	746000203	64565	See Footnote 2, Part IV	State of TX
University of Texas Medical Branch Galveston
301 University Boulevard	Galveston	TX	775550001	741343044	25435	See Footnote 2, Part IV	State of TX
University of Texas Medical Branch Galveston
Post Office Box 4786-750	Houston	TX	77210	741343044	81753	See Footnote 2, Part IV	State of TX
University of Washington
12455 Collections Drive	Chicago	IL	606930001	916001537	50480	See Footnote 2, Part IV	State of WA
University of Wyoming
Post Office Box 3355	Laramie	WY	820713355	836000331	9283	See Footnote 2, Part IV	State of WY
Washington University St Louis
700 Rosedale Avenue	St Louis	MO	631121408	430653611	21030	See Footnote 2, Part IV	501(c)(3)
Early Childhood Development Center
10 Child Care Center	Notre Dame	IN	46556	351188922	200000	See Footnote 2, Part IV	501(c)(3)
City of South Bend
227 West Jefferson Blvd Suite 1400	South Bend	IN	46601	356001201	275000	See Footnote 2, Part IV	City-South Bend
St Joseph County
227 West Jefferson Blvd 7th Floor	South Bend	IN	46601	356000194	170000	See Footnote 2, Part IV	County-St. Joe
Northeast Neighborhood Revitalization Organization Inc
803 Lincolnway West	South Bend	IN	46616	352118149	150000	See Footnote 2, Part IV	501(c)(3)
City of Mishawaka
600 East Third Street	Mishawaka	IN	46544	356001115	50000	See Footnote 2, Part IV	City-Mishawaka
Center for the Homeless Inc
813 South Michigan Street	South Bend	IN	46601	351768544	38185	See Footnote 2, Part IV	501(c)(3)	280000	FMV	Rental Waiver
The Order of Saint Anne Chicago
1125 North LaSalle Street	Chicago	IL	60610	362373443	25000	See Footnote 2, Part IV	501(c)(3)
Cold Spring Harbor Laboratory
PO Box 100	Cold Springs Harbor	NY	11724	112013303	15000	See Footnote 2, Part IV	501(c)(3)
Foundation of St Joseph Regional Medical Center
837 Cedar Street Suite 350	South Bend	IN	46617	351654543	16150	See Footnote 2, Part IV	501(c)(3)
Logan Community Resources
1235 North Eddy Street	South Bend	IN	46617	350965639	9810	See Footnote 2, Part IV	501(c)(3)
American Cancer Society
1599 Clifton Rd Ne	Atlanta	GA	30329	237040934	9294	See Footnote 2, Part IV	501(c)(3)
South Bend Symphony Orchestra
120 West LaSalle Avenue	South Bend	IN	46601	356042189	9100	See Footnote 2, Part IV	501(c)(3)
Fischoff National Chamber Music Association
303 Brownson Hall	Notre Dame	IN	46556	351650154	8220	See Footnote 2, Part IV	501(c)(3)
Kelly Cares Foundation
PO Box 518	Notre Dame	IN	46556	263591070	7500	See Footnote 2, Part IV	501(c)(3)
Asian Indian Classical Music Society
52318 Tallyho Drive	South Bend	IN	46635	351883192	6000	See Footnote 2, Part IV	501(c)(3)
Holy Cross Foreign Mission Society Inc
5020 Sunnyside Ave	Beltsville	MD	20705	526044122	5550	See Footnote 2, Part IV	501(c)(3)

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	70	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	10	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	7026	161498794
Athletics Grant-in-Aid	451	1075923
Housing and Other Assistance	775	323856
Prizes and Awards	390	484059
Research and Travel Grants	2322	2438779

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. 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_monitori 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.
Other Information:	Part IV:	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.

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 (24 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
476181	0	21336	0	442326	0	119500	0	14872	0	1074215	0	393480	0
Thomas G Burish PhD
500881	0	14669	0	22277	0	123620	0	12948	0	674395	0	0	0
Rev John I Jenkins CSC PhD
529167	0	0	0	53000	0	0	0	123135	0	705302	0	0	0
Rev Timothy R Scully CSCPhD
148401	0	0	0	14923	0	0	0	80665	0	243989	0	0	0
Robert J Bernhard PhD
280774	0	750	0	28808	0	24500	0	31962	0	366794	0	0	0
Janet M Botz
290890	0	930	0	19361	0	5167	0	12123	0	328471	0	0	0
Marianne Corr JD
382317	0	870	0	38833	0	10000	0	8313	0	440333	0	0	0
Dennis C Jacobs PhD
221639	0	750	0	2568	0	22500	0	16308	0	263765	0	0	0
James J Lyphout MBA
269170	0	930	0	22770	0	24500	0	14861	0	332231	0	0	0
Scott C Malpass MBA
700667	0	809337	0	22855	0	518696	0	6272	0	2057827	0	314390	0
Christine M Maziar PhD
280012	0	870	0	17891	0	24500	0	6741	0	330014	0	0	0
Louis M Nanni MA
295132	0	930	0	11721	0	24500	0	19821	0	352104	0	0	0
Rev Mark L Poorman CSC PhD
234367	0	500	0	23520	0	0	0	11455	0	269842	0	0	0
Donald B Pope-Davis PhD
225533	0	8180	0	11174	0	23000	0	25537	0	293424	0	0	0
John A Sejdinaj MBA CCM
299635	0	180	0	16593	0	24500	0	28886	0	369794	0	0	0
John B Swarbrick Jr
577192	0	100750	0	55259	0	174500	0	24531	0	932232	0	0	0
Michael P Brey
415843	0	68728	0	44022	0	24500	0	20881	0	573974	0	0	0
Michael D Donovan MBA JD
407039	0	388465	0	16500	0	244142	0	6296	0	1062442	0	168823	0
Roger D Huang PhD
526923	0	4649	0	16596	0	24500	0	24094	0	596762	0	0	0
Muffet McGraw
512163	0	40795	0	37652	0	24500	0	28803	0	643913	0	0	0
Charles J Weis
465498	0	55000	0	6718696	0	24500	0	20854	0	7284548	0	0	0
Jeffery Kantor (Former Officer)
235302	0	0	0	5476	0	24278	0	45372	0	310428	0	0	0
Rev Edward T Malloy CSC
121267	0	0	0	12210	0	0	0	11455	0	144932	0	0	0
L Tyrone Willingham
0	0	0	0	650000	0	0	0	0	0	650000	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 Officer. Charter travel-Travel on the University plane or other plane leased by the University is available to Officers 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 Officer, 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 officers or key employees of the University. An example of when this type of payment may be provided would be when tax treatment of an item is uncertain. Housing allowance or residence for personal use-May be provided to officers 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 officer as they transition to the area. Certain officers 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, Line 4a	(i)-Termination payment of $650,000 was made during the reporting period to L. Tyrone Willingham under a separation agreement that includes annual payments through December, 2009. 4a(ii)-Termination payment of $6,638,403 was made during the reporting period to Charles J. Weis under a separation agreement that includes much smaller annual payments through December, 2015. 4b-John Affleck-Graves, Executive Vice President, Thomas Burish, Provost, and John W. Swarbrick, Athletic Director, participated in nonqualified deferred compensation arrangements under Internal Revenue Code Section 457(f) during calendar 2009. Affleck-Graves received an accrued benefit of $95,000 and was paid $416,238 as the vested benefit under his nonqualified deferred compensation plan in 2009. Burish received an accrued benefit of $99,120, and Swarbrick received an accrued benefit of $150,000 during that calendar year. The accrued benefit and related earnings vest to all three participants at the end of the term of each plan (5 or 6 years).
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 $808,857 in calendar 2009 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 $388,465 in calendar 2009 related to this program.
Part III	Schedule J, Part II-Compensation of Priests of Holy Cross (C.S.C.) 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. Peter Jarret, Fr. John Jenkins, Fr. Edward Malloy, Fr. Mark Poorman, and Fr. Timothy Scully). The amounts listed are paid directly to their religious order, Priests of Holy Cross, Indiana Province, rather than to these individuals. b. Frs. Timothy Scully and Peter Jarret are members of the Holy Cross religious order and received no compensation for their participation as Trustees of the University. However, both Fr. Scully and Fr. Jarret are also faculty members of the University. As a result of these faculty positions (and not their positions as Trustees), they received the compensation indicated above, which was paid directly to their religious order. c. Most of the amount included on Schedule J, Part II, Column D for Fr. Jenkins and Fr. Scully represents a qualified tuition benefit offered to members of the Priests of Holy Cross, Indiana Province. Form 990, Part VII, Line 5-Compensation from an Unrelated Organization Name Unrelated Compensation Compensation Organization Type Amount Michael P. Brey Play by Play Sports Cash $120,000 Charles J. Weis Play by Play Sports Cash $1,384,727	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
St Joseph County Indiana
356000194	79061ABD8	2003-12-16	65000000	See Schedule O	0	0
St Joseph County Indiana
356000194	79061ABF3	2008-11-06	75000000	See Schedule O	0	0
St Joseph County Indiana
356000194	79061ABE6	2007-12-14	75000000	See Schedule O	0	0
St Joseph County Indiana
356000194	79061ABK2	2009-09-30	153953342	See Schedule O	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Total ProceedsTotalProceeds	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
55045000	333733	30287250	2007	1	1	1
75000000	370716	72737770	2010	1	1	1
75000000	246545	24599109	2010	1	1	1
153892649	953386			1	1	1

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
1	1	1	1	0.00010	0.00020	0.00030	1
1	1	1	1	0.00020	0.00050	0.00070	1
1	1	1	1	0.00000	0.00000	0.00000	1
1	1	1	1	0.00020	0.00050	0.00070	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate	Term Of HedgeTermOfHedge	Business Name Line1NameOfGICProvider/BusinessNameLine1	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied
See Schedule O
0	1	1	0	0	1
Goldman Sachs
0	1	1	1	0	1	25.000000000000	See Schedule O	1
See Schedule O
0	1	1	0	0	1
(no name)
0	0	0	0	0	1

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII

Name Of Interested Business NameOfInterestedBusiness

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1

Field	Value	IRS element (for citing)
Relationship With Organization	Qualified Tuition Reduction	RelationshipWithOrganization
Type Of Assistance	See Col.(b) Amount $ 339983.	TypeOfAssistance

Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Pamela Burish
See Schedule O	38418	See Sched O	0
American Electric Power Co Inc
See Schedule O	2338381	See Sched O	0
Reinhart FoodService LLC
See Schedule O	162960	See Sched O	0
Jones Day
See Schedule O	354414	See Sched O	0
Navigant Consulting Inc
See Schedule O	433500	See Sched O	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	21	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
Noncash Contribs Rptd F990	0	NoncashContribsRptdF990

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	540	NumberOfContributions
Noncash Contribs Rptd F990	62891131	NoncashContribsRptdF990
Method Of Determining Revenues	Proceeds from sale	MethodOfDeterminingRevenues

Real Estate Residential RealEstateResidential

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	1252515	NoncashContribsRptdF990
Method Of Determining Revenues	Proceeds from sale	MethodOfDeterminingRevenues

Food Inventory FoodInventory

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	0	NoncashContribsRptdF990

Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)

Non Cash CheckboxNonCashCheckbox	DescriptionDescription	Number Of ContributionsNumberOfContributions
X	Equipment	9
X	Misc.	34
X	Software & Licenses	1

Field	Value	IRS element (for citing)
Number Of8283 Received	11	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 in Part I, Column B for "Number of Contributions" represent the total number of items contributed and not the total number of contributions contributed.
Non Reporting of Revenue:	Part I, Line 33:	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 that and proceeds). Outside of gifted securities, the University's policy is to record as revenues only those non-cash contributions in excess of one million dollars.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (21 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
Form 990, Part VI, Section B, line 11	The review process for the completed Form 990 begins with several levels of internal review within the Controller's Office. The return is then reviewed by the University's outside tax accountants (PricewaterhouseCoopers) and 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, and upon completion of their review, it is provided to the full Board of Trustees.
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 of each executive by reviewing the basis on which compensation was paid to the individual. 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://nd.edu/leadership/pdf/Currentbylaws_July_2007.pdf, http://nd.edu/leadership/pdf/charter-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/ConflictofInterstPolicy.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 (http:www.charitynavigator.org/). Notre Dame does not make its trustees' conflict of interest policy available to the public.
Form 990, Part VII, Section A, Columns (E) and (F):	As part of an annual filing that includes both compensation information and a conflict of interest questionnaire, the University requires all individuals reported on Part VII of Form 990 to complete and sign this questionnaire. These individuals also receive detailed documentation regarding the compensation items that the University will report for them on Form 990. The questionnaire document includes questions regarding compensation paid by related parties, and provides pertinent instructions and definitions releated to Form 990, Part VII, Section A, Columns (E) and (F).	Reasonable Efforts
	Schedule K, Part I, Line A Bond Issues Description of Purpose $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.
	Schedule K, Part I, Line B Bond Issues Description of Purpose $185,000,000 St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2005 originally issued on December 8, 2005. $75,000,000 of the Series 2005 Bonds were converted from a weekly rate period to a term rate period commencing November 6, 2008 and ending February 29, 2012. $110,000,000 of the Series 2005 Bonds were refunded by the St. Joseph County Series 2009 Bonds. 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.
	Schedule K, Part I, Line C Bond Issues Description of Purpose $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.
	Schedule K, Part I, Line D Bond Issues Description of Purpose $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 the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2005 dated December 8, 2005.
	Schedule K, Part II, Line 1B The original par amount of the Series 2005 Bonds was $185,000,000. $110,000,000 was later refunded as part of the Series 2009 bonds. $75,000,000 remain outstanding as the Series 2005 Bonds.
	Schedule K, Part II, Line 1D The Series 2009 Bonds refunded the Series 1998 Bonds ($43,000,000) and a portion of the Series 2005 Bonds ($110,000,000 of the $185,000,000 Series 2005 Bonds).
	Schedule K, Part II, Line 7 Includes capital expenditures and capitalized interest. Excludes capitalized line fees and swap payments.
	Schedule K, Part II, Line 8 Some projects that were financed with the Series 2007 bonds are still in progress. Reflected as 2010 but will be updated to 2011 on Schedule K for fiscal year 2011.
	Schedule K, Part III, Line 3c Internal General Counsel reviews agreements.
	Schedule K, Part III, Lines 4 and 5 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. While private use was identified for all of the bond issues, the percentage was so small that it does/may not appear when rounded to the nearest tenth of a percent. The University financed a number of infrastructure/renovation projects that met the criteria as Qualified Improvement Exceptions.
	Schedule K, Part IV, Line 3b and 3c Column A Name of provider: Goldman Sachs Term of hedge: 19.0 Name of provider: HSBC Term of hedge: 29.2
	Schedule K, Part IV, Lines 3b and 3c Column C Name of provider: Goldman Sachs Term of hedge: 19.0 Name of provider: HSBC Term of hedge: 29.2
	Schedule K, Part IV, Lines 4b and 4c Column B Name of provider: AIG Matched Funding Corp Term of hedge: 0.2 Name of provider: AIG Matched Funding Corp Term of hedge: 2.0
	Schedule L, 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 Assistant Professional Specialist 2. (a) American Electric Power Co., Inc. (b) Relationship between interested person and the organization: University Trustee Sara Martinez Tucker is a Director of American Electric Power Co., Inc., which provides power for the University campus (c) Represents less than 11 percent of all University utilities expense (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 less than 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. (c) Represents less than 24 percent of all University legal fees paid (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) Navigant Consulting, Inc. (b) Relationship between interested person and the organization: University Trustee William Goodyear is the Chairman and CEO of Navigant Consulting, Inc. (d) Description of transaction: Navigant Consulting, Inc. provides consulting 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.
	Schedule R, Part V, Column (c) Description of method used to determine the value of the services, cash, and other assets reported in column (c): All transactions with controlled entities within the meaning of section 512(b)(13) are entered into on an arm's length basis. For example, if the University leases space to a controlled entity, the lease agreement is for rent comparable to similar leased property. The preponderance of transactions with contolled entities are contributions in support of controlled tax-exempt entities or cash capital contributions to controlled endowment investment partnerships.
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/	University's Mission

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Total IncomeTotalIncome	EOY AssetsEOYAssets	Direct Controlling Entity NADirectControllingEntityNA	Address Line1AddressForeign/AddressLine1	CityAddressForeign/City	CountryAddressForeign/Country	Legal Domicile Foreign CountryLegalDomicileForeignCountry
BCMR Feeder - TE GP LLC
518 17th Street Suite 1700	Denver	CO	802024130	Feeder Fund	DE	-6020	4418	N/A
Dynamo Brasil III LLC
				Investments		-833000	73353000	N/A	Ave Ataulfo de Paiva 7th E 8 2240-0	Andares, Rio de Janeiro	BR	BR
ND Properties I LLC
Controllers Office 731 Grace Hall	Notre Dame	IN	46556	Leasing	IN	0	14832122	N/A

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	Direct Controlling Entity NADirectControllingEntityNA	Address Line1AddressForeign/AddressLine1	CityAddressForeign/City	CountryAddressForeign/Country	Postal CodeAddressForeign/PostalCode	Legal Domicile Foreign CountryLegalDomicileForeignCountry
Voice of the Fighting Irish
Controllers Office 731 Grace Hall	Notre Dame	IN	46556	351135580	Radio Station	IN	501(c)(3)	Line 11a, I	N/A
University of Notre Dame du Lac Gillen Foundation
Controllers Office 731 Grace Hall	Notre Dame	IN	46556	237125378	Research Facility Operations	MI	501(c)(3)	Line 11a, I	N/A
The University of Notre Dame (USA) in England
					University Study Abroad Program		N/A	N/A	N/A	1 Suffolk Street	London	UK	SW1Y 4HG	UK
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	N/A
Fundacion University of Notre Dame Chile
					University Study Abroad Program		N/A	N/A	N/A	Av Vicuna Mackenna 4860 Macul Pr	Internacionales, Santiago	CI		CI
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	N/A

Form990 Schedule R Part III Form990ScheduleRPartIII (6 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Disproportionate AllocationsDisproportionateAllocations	General Or Managing PartnerGeneralOrManagingPartner
Merit Energy Partners VIII LP
13727 Noel Rd Suite 500	Dallas	TX	75240	752530212	Direct Energy Investments	DE	N/A	Investment	21496809	93323456	0	0
Santa Fe Interests LLC
300 Park Blvd Suite 500	Itasca	IL	60143	203977995	Rental Real Estate	DE	N/A	Investment	-282932	51882992	0	0
Magna NYC Co-Investment LP
300 Centerville Rd Suite 300 East	Warwick	RI	02886	261523052	Real Estate Investment	DE	N/A	Investment	293348	20094449	0	0
Thor Palmer House Co-Investor LP
25 West 39th Street	New York	NY	10018	203283109	Real Estate Investment	DE	N/A	Investment	-1719612	48523485	0	0
IPND Leverage Lender LLC
Controllers Office 731 Grace Hall	Notre Dame	IN	46556	271678084	Finance	IN	N/A	Investment	170425	11764505	0	0
SSGA US GovernmentCredit Bond Index NL QP CTF
One Lincoln Street	Boston	MA	02111	276126714	Common Trust Fund	MA	N/A	Investment	4119811	159243421	0	0

Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile Foreign CountryLegalDomicileForeignCountry	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership	Address Line1AddressForeign/AddressLine1	CountryAddressForeign/Country	Postal CodeAddressForeign/PostalCode
BCMR Feeder - TE LP
518 17th Street Suite 1700	Denver	CO	80202	980582629	Feeder Fund	CA	N/A	C	-595950	437376	0.99000
Kingdom Ridge Capital Fund Ltd
81 Main Street Suite 209	White Plains	NY	10601		Investments	CJ	N/A	C	-4152845	87569726	0.70800
India Equity Growth Fund (Investors) Limited
					Investments	MP	N/A	C	-2683932	58944295	0.71200	65 Chulia Street 39-08 OCBC Centr	SN	049513
Tegean Offshore Fund Ltd
Two Grand Central Tower 140 E 45th	New York	NY	100177157		Feeder Fund	CJ	N/A	C	2530841	74350518	0.96080

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	1	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 (19 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
Voice of the Fighting Irish Inc
B	64833
University of Notre Dame Gillen Foundation
B	709838
The University of Notre Dame (USA) in England
B	4203088
Innovation Park at Notre Dame Inc
B	997989
Fundacion University of Notre Dame Chile
B	248693
Magna NYC Co-Investment LP
B	108607
Thor Palmer House Co-Investor LP
B	1500000
IPND Leverage Lender LLC
B	11594080
BCMR Feeder - TE LP
B	1043728
India Equity Growth Fund (Investors) Limited
B	30000000
Tegean Offshore Fund Ltd
B	5000000
Santa Fe Interests LLC
J	359689
Innovation Park at Notre Dame Inc
N	52800
Merit Energy Partners VIII LP
R	27992250
Santa Fe Interests LLC
R	675000
Kingdom Ridge Capital Fund Ltd
R	879873
SSGA US GovernmentCredit Bond Index NL QP CTF
B	108574715
SSGA US GovernmentCredit Bond Index NL QP CTF
R	133574715
Innovation Park at Notre Dame Inc
I	80000