Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
BCheck if applicable:
CName of organization
University of Notre Dame du Lac
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
Controllers Office 724 Grace Hall
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Notre Dame, IN46556
D Employer identification number

35-0868188
E Telephone number

G Gross receipts $ 4,440,965,572
F Name and address of principal officer:
Rev John I Jenkins CSC
Controllers Office 724 Grace Hall
Notre Dame,IN46556
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.nd.edu
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet5067
K Form of organization:  
L Year of formation: 1844
M State of legal domicile: IN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: See Schedule O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 49
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 46
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 18,280
6 Total number of volunteers (estimate if necessary) ............. 6 2,063
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 8,740,363
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -10,509,635
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 576,997,138 571,970,426
9 Program service revenue (Part VIII, line 2g) ......... 832,670,150 878,212,300
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 757,141,244 467,290,791
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 17,483,613 22,405,340
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 2,184,292,145 1,939,878,857
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 282,997,526 303,323,817
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 635,675,665 669,795,466
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet40,400,416    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 438,095,597 443,031,334
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,356,768,788 1,416,150,617
19 Revenue less expenses. Subtract line 18 from line 12....... 827,523,357 523,728,240
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 12,993,657,716 13,255,648,757
21 Total liabilities (Part X, line 26)............. 2,318,848,413 2,665,637,744
22 Net assets or fund balances. Subtract line 21 from line 20..... 10,674,809,303 10,590,011,013
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: See Schedule O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 676,185,850 including grants of $ 268,593,916 ) (Revenue $ 590,991,143 )
Instruction - Provided academic instruction and services to approximately 12,000 undergraduate and graduate students pursuing courses of study within five undergraduate colleges, a business school, a law school and graduate school. Conferred approximately 3,500 baccalaureate, master's, doctoral and professional degrees.
4b (Code:   ) (Expenses $ 231,117,499 including grants of $ 5,869,742 ) (Revenue $ 268,884,832 )
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.
4c (Code:   ) (Expenses $ 123,725,133 including grants of $ 21,182,934 ) (Revenue $ 8,158,224 )
Research - University researchers administered more than 900 awards for studies based within the disciplines of engineering, science and humanities.
(Code:   ) (Expenses $ 106,202,383 including grants of $ 712,622 ) (Revenue $ 14,831,333 )
Academic support - The University operates library facilities containing approximately 3,300,000 volumes, serving the University and the local community. The University publishes numerous academic periodicals and volumes and operates a museum of art housing over 27,000 works.
(Code:   ) (Expenses $ 29,030,644 including grants of $ 6,964,603 ) (Revenue $ 6,611,511 )
Public service - The University's Institute for Educational Initiatives strives to improve the K-12 education of all young people, particularly the disadvantaged through a variety of programs. The largest such program is the ACE program, a two-year service program offering college graduates the opportunity to serve as full-time teachers in under-resourced schools across the United States and several foreign countries. Additionally, the University provides volunteers and financial support for other organizations, both directly and through its Donor Advised Fund Program.
4d Other program services (Describe in Schedule O.)
(Expenses $ 135,233,027 including grants of $ 7,677,225 ) (Revenue $ 21,442,844 )
4e Total program service expensesMediumBullet1,166,261,509
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII .................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
Yes
 
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV ........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
17,926
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
18,280
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCI , FR , EI , IS , IT , KE , MX , UK , BR , MP
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
5
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
49
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
46
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IN , CA , OK
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletAndrew PalufControllers Office 724 Grace Hall   Notre Dame,IN46556 (574) 631-3288
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) John F Affleck-Graves PhD
 
Executive VP & Trustee
 40.0
.................
1.0 		X   X       646,946 0 166,931
(2) Thomas G Burish PhD
 
Provost & Trustee
 40.0
.................
0 		X   X       478,839 0 333,050
(3) Rev John I Jenkins CSC PhD
 
President & Trustee
 40.0
.................
1.0 		X   X       787,144 0 219,105
(4) Rev Jose E Ahumada F CSC
 
Trustee
 2.0
.................
0 		X           0 0 0
(5) Carlos J Betancourt
 
Trustee
 2.0
.................
0 		X           0 0 0
(6) John J Brennan
 
Trustee
 2.0
.................
0 		X           0 0 0
(7) Stephen J Brogan
 
Trustee
 2.0
.................
0 		X           0 0 0
(8) Katie Washington Cole
 
Trustee
 2.0
.................
0 		X           0 0 0
(9) Robert Costa
 
Trustee
 2.0
.................
0 		X           0 0 0
(10) Scott S Cowen
 
Trustee
 2.0
.................
0 		X           0 0 0
(11) Thomas J Crotty
 
Trustee
 2.0
.................
0 		X           0 0 0
(12) Karen McCartan DeSantis
 
Trustee
 2.0
.................
0 		X           0 0 0
(13) James J Dunne III
 
Trustee
 2.0
.................
0 		X           0 0 0
(14) James F Flaherty III
 
Trustee
 2.0
.................
0 		X           0 0 0
(15) Celeste Volz Ford
 
Trustee
 2.0
.................
0 		X           0 0 0
(16) Stephanie A Gallo
 
Trustee
 2.0
.................
0 		X           0 0 0
(17) William M Goodyear
 
Trustee
 2.0
.................
0 		X           0 0 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Nancy M Haegel
 
Trustee
 2.0
.......................0 		X           0 0 0
(19) Enrique Hernandez Jr
 
Trustee
 2.0
.......................0 		X           0 0 0
(20) Carol Hank Hoffmann
 
Trustee
 2.0
.......................0 		X           0 0 0
(21) Most Rev Daniel R Jenky CSC DD
 
Trustee
 2.0
.......................0 		X           0 0 0
(22) John W Jordan II
 
Trustee
 2.0
.......................0 		X           0 0 0
(23) Hon Diana Lewis
 
Trustee
 2.0
.......................0 		X           0 0 0
(24) Thomas G Maheras
 
Trustee
 2.0
.......................0 		X           0 0 0
(25) Andrew J McKenna Jr
 
Trustee
 2.0
.......................0 		X           0 0 0
(26) Fergal Naughton
 
Trustee
 2.0
.......................0 		X           0 0 0
(27) Richard C Notebaert
 
Trustee
 2.0
.......................0 		X           0 0 0
(28) Richard A Nussbaum II
 
Trustee
 2.0
.......................0 		X           0 0 0
(29) Rev Thomas J O'Hara CSC
 
Trustee
 2.0
.......................0 		X           0 0 0
(30) Rev Gerard J Olinger CSC
 
Trustee
 2.0
.......................0 		X           0 0 0
(31) Joseph I O'Neill III
 
Trustee
 2.0
.......................0 		X           0 0 0
(32) Tim H O'Neill
 
Trustee
 2.0
.......................0 		X           0 0 0
(33) Cindy K Parseghian
 
Trustee
 2.0
.......................0 		X           0 0 0
(34) J Christopher Reyes
 
Trustee
 2.0
.......................0 		X           0 0 0
(35) Martin W Rodgers
 
Trustee
 2.0
.......................0 		X           0 0 0
(36) James E Rohr
 
Trustee
 2.0
.......................0 		X           0 0 0
(37) Shayla Keough Rumely
 
Trustee
 2.0
.......................0 		X           0 0 0
(38) Rev Timothy R Scully CSC
 
Professor & Trustee
 40.0
.......................0 		X           189,418 0 15,741
(39) William J Shaw
 
Trustee
 2.0
.......................0 		X           0 0 0
(40) Phyllis W Stone
 
Trustee
 2.0
.......................0 		X           0 0 0
(41) Timothy F Sutherland
 
Trustee
 2.0
.......................0 		X           0 0 0
(42) Anne E Thompson
 
Trustee
 2.0
.......................0 		X           0 0 0
(43) Sara Martinez Tucker
 
Trustee
 2.0
.......................0 		X           0 0 0
(44) Roderick K West
 
Trustee
 2.0
.......................0 		X           0 0 0
(45) Hon Ann Claire Williams
 
Trustee
 2.0
.......................0 		X           0 0 0
(46) Robert J Cronin
 
Trustee
 2.0
.......................0 		X           0 0 0
(47) Clare Stack Richer
 
Trustee
 2.0
.......................0 		X           0 0 0
(48) Byron O Spruell
 
Trustee
 2.0
.......................0 		X           0 0 0
(49) Rev Austin Collins CSC
 
Professor & Trustee
 40.0
.......................0 		X           154,756 0 59,617
(50) Marianne Corr JD
 
VP & General Counsel
 40.0
.......................2.0 		    X       528,588 0 35,725
(51) Scott C Malpass MBA
 
VP & Chief Investment Officer
 40.0
.......................0 		    X       4,271,125 0 1,535,122
(52) John B Swarbrick Jr
 
Athletic Director
 40.0
.......................0 		      X     2,974,420 0 135,871
(53) Michael P Brey
 
Head Coach, Basketball
 40.0
.......................0 		        X   1,176,281 0 51,629
(54) Michael D Donovan MBA JD
 
Managing Director, Invest.
 40.0
.......................0 		        X   1,846,629 0 652,702
(55) Brian Kelly
 
Head Coach, Football
 40.0
.......................0 		        X   1,591,133 0 54,734
(56) Muffet McGraw
 
Head Coach, Basketball
 40.0
.......................0 		        X   1,394,176 0 47,464
(57) Brian VanGorder
 
Asst. Coach/Coordinator, Football
 40.0
.......................0 		        X   1,084,448 0 55,647
(58) Charles J Weis
 
Former Head Coach, Football
 0.0
.......................0 		          X 2,054,742 0 0
(59) Robert J Bernhard PhD
 
VP for Research
 40.0
.......................0 		          X 381,735 0 46,072
(60) Christine M Maziar PhD
 
VP & Senior Assoc. Provost
 40.0
.......................0 		          X 367,417 0 35,297
(61) Louis M Nanni MA
 
VP for University Relations
 40.0
.......................0 		          X 673,376 0 54,734
(62) John A Sejdinaj MBA CCM
 
VP for Finance
 40.0
.......................0 		          X 425,729 0 47,412
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 21,026,902 0 3,546,853
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,103
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
Yes
 
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Barton Malow Company

26500 American Drive
Southfield,MI48034 		Construction 124,175,922
Shiel Sexton Company Inc

902 North Capitol Avenue
Indianapolis,IN46204 		Construction 35,463,031
Meyer Najem Construction LLC

13099 Parkside Drive
Fishers,IN46038 		Construction 14,326,518
JJ White Incorporated

1904 N Kenmore St
South Bend,IN46628 		Construction 11,200,049
Take Care Employer Solutions

Post Office Box 402142
Atlanta,GA30384 		Medical 8,991,327
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet235
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues..1b 0
c Fundraising events..1c 400,807
d Related organizations1d 0
e Government grants (contributions)1e 88,610,201
f All other contributions, gifts, grants, and similar amounts not included above1f 482,959,418
g Noncash contributions included in lines 1a-1f:$ 92,542,317
h Total.Add lines 1a-1f.......MediumBullet 571,970,426
Program Service RevenueAmt Business Code
2a Student tuition and fees 611310 570,590,845 570,590,845 0 0
b Auxiliary enterprises 611710 266,474,740 259,776,969 6,697,771 0
c Research contracts (gov't and non-gov"t) 611310 7,896,046 7,383,301 512,745 0
d Educational programs 900099 21,597,586 21,597,586 0 0
e Student services 611710 3,733,606 3,733,606 0 0
f All other program service revenue. 7,919,477 7,919,477 0 0
g Total.Add lines 2a–2f.....MediumBullet 878,212,300
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 110,335,110 0 706,777 109,628,333
4 Income from investment of tax-exempt bond proceedsMediumBullet 0 0 0 0
5 Royalties...........MediumBullet 8,208,994 0 0 8,208,994
(ii) Personal (i) Real
6a Gross rents 0 12,672,715
b Less: rental expenses 0 9,586,975
c Rental income or (loss) 0 3,085,740
d Net rental income or (loss)......MediumBullet 3,085,740 0 0 3,085,740
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 1,739,103 2,846,163,698
b Less: cost or other basis and sales expenses 1,163,898 2,489,783,222
c Gain or (loss) 575,205 356,380,476
d Net gain or (loss).....MediumBullet 356,955,681 0 0 356,955,681
8a Gross income from fundraising events (not including $ 400,807of contributions reported on line 1c). See Part IV, line 18 ....
a 315,863
b Less: direct expenses ...b 549,730
c Net income or (loss) from fundraising events..MediumBullet -233,867 0 -233,867
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 82,620
b Less: direct expenses ...b 2,890
c Net income or (loss) from gaming activities..MediumBullet 79,730 0 0 79,730
10a Gross sales of inventory, less
returns and allowances ..
a 0
b Less: cost of goods sold ..b 0
c Net income or (loss) from sales of inventory..MediumBullet 0 0 0 0
Business Code Miscellaneous Revenue
11a Alumni Association 900099 3,078,757 2,255,687 823,070 0
b     0 0 0 0
c     0 0 0 0
d All other revenue .... 8,185,986 8,185,986 0 0
e Total. Add lines 11a–11d ...... MediumBullet 11,264,743
12 Total revenue. See Instructions......MediumBullet 1,939,878,857 881,443,457 8,740,363 477,724,611
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 21,599,566 21,599,566
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 276,473,901 276,473,901
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 5,250,350 5,250,350
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 9,451,049 1,799,774 7,286,414 364,861
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0 0 0
7 Other salaries and wages 500,104,444 417,976,649 60,658,457 21,469,338
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 44,786,653 31,805,898 11,118,621 1,862,134
9 Other employee benefits ....... 86,322,322 56,615,043 26,232,122 3,475,157
10 Payroll taxes ........... 29,130,998 23,538,978 4,128,936 1,463,084
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 3,940,282 84,786 3,855,496 0
c Accounting ........... 2,824,435 381,671 2,442,764 0
d Lobbying ........... 294,988 0 294,988 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 14,790,684 0 14,790,684 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 27,911,295 20,770,490 5,795,526 1,345,279
12 Advertising and promotion .... 3,807,308 3,624,725 166,825 15,758
13 Office expenses ....... 58,959,315 47,767,032 9,166,105 2,026,178
14 Information technology ...... 19,129,860 9,365,686 9,401,942 362,232
15 Royalties .. 607,786 485,196 122,590 0
16 Occupancy ........... 61,782,454 53,903,299 6,837,656 1,041,499
17 Travel ............ 52,016,796 44,147,648 4,785,214 3,083,934
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 6,338,649 4,391,364 1,706,918 240,367
20 Interest ........... 33,257,995 26,589,732 5,634,169 1,034,094
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 63,798,708 58,347,557 5,200,222 250,929
23 Insurance ... 1,112,128 826,686 285,442 0
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Food and entertainment 42,913,680 33,762,863 7,384,719 1,766,098
b Investment Office expenses 19,305,763 0 19,305,763 0
c Library books and serials 13,263,088 13,263,088 0 0
d Study abroad program tuition and student allowance expenses 5,518,371 5,518,371 0 0
e All other expenses 11,457,749 7,971,156 2,887,119 599,474
25 Total functional expenses. Add lines 1 through 24e 1,416,150,617 1,166,261,509 209,488,692 40,400,416
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 203,592,795 2 106,606,668
3 Pledges and grants receivable, net ...... 433,467,514 3 569,270,952
4 Accounts receivable, net ............. 40,620,170 4 39,120,345
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6  
7 Notes and loans receivable, net .... 44,692,371 7 42,800,544
8 Inventories for sale or use ........ 8,943,633 8 7,858,242
9 Prepaid expenses and deferred charges ...... 30,720,605 9 30,579,355
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,542,173,920
b Less: accumulated depreciation 10b 734,126,036 1,515,123,289 10c 1,808,047,884
11 Investments—publicly traded securities . 1,749,683,261 11 1,895,789,269
12 Investments—other securities. See Part IV, line 11 ..... 8,950,275,998 12 8,743,885,843
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ............... 6,454,713 14 6,454,713
15 Other assets. See Part IV, line 11 ........... 10,083,367 15 5,234,942
16 Total assets. Add lines 1 through 15 (must equal line 34)... 12,993,657,716 16 13,255,648,757
Liabilities 17 Accounts payable and accrued expenses ..... 157,934,697 17 173,443,980
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 42,180,581 19 40,504,454
20 Tax-exempt bond liabilities ......... 160,962,541 20 160,774,578
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 0 22  
23 Secured mortgages and notes payable to unrelated third parties .. 62,665,188 23 61,833,253
24 Unsecured notes and loans payable to unrelated third parties .. 660,000,000 24 660,000,000
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 1,235,105,406 25 1,569,081,479
26 Total liabilities. Add lines 17 through 25.. 2,318,848,413 26 2,665,637,744
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 4,630,672,063 27 4,509,289,289
28 Temporarily restricted net assets ........... 4,169,034,477 28 3,944,488,605
29 Permanently restricted net assets 1,875,102,763 29 2,136,233,119
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ..... 0 30 0
31 Paid-in or capital surplus, or land, building or equipment fund ... 0 31 0
32 Retained earnings, endowment, accumulated income, or other funds 0 32 0
33 Total net assets or fund balances ........... 10,674,809,303 33 10,590,011,013
34 Total liabilities and net assets/fund balances ........ 12,993,657,716 34 13,255,648,757
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,939,878,857
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,416,150,617
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
523,728,240
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
10,674,809,303
5
Net unrealized gains (losses) on investments ...............
5
-495,545,540
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-112,980,990
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
10,590,011,013
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... 252,639,060 323,314,461 487,128,943 559,195,459 571,970,426 2,194,248,349
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 252,639,060 323,314,461 487,128,943 559,195,459 571,970,426 2,194,248,349
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 7,042,606
6 Public support. Subtract line 5 from line 4. 2,187,205,743
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4.. 252,639,060 323,314,461 487,128,943 559,195,459 571,970,426 2,194,248,349
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 110,477,284 123,503,535 171,385,126 158,770,511 131,216,819 695,353,275
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 5,754,367 5,426,820 6,210,565 6,785,572 8,584,469 32,761,793
11 Total support. Add lines 7 through 10. 2,922,363,417
12
12
3,957,295,549
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
74.84 %
15
15
73.54 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISC FEES & COMMISSIONS, COLUMN A - 5754367.0, COLUMN B - 5426820.0, COLUMN C - 6210565.0, COLUMN D - 6785572.0, COLUMN E - 8584469.0, COLUMN F - 32761793.0;
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
University of Notre Dame du Lac
  		Employer identification number
35-0868188
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
University of Notre Dame du Lac
  		Employer identification number

35-0868188
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a)
No.from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
University of Notre Dame du Lac
  		Employer identification number

35-0868188
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


Software ID: 15000238
Software Version: 2015v3.0
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ......................................................................................................................SchCMd Bullet
$  
3
Volunteer hours .............................................................................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).Click to see attachment
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ............................................... 0 0
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................................... 358,461 0
c Total lobbying expenditures (add lines 1a and 1b) ....................................................................... 358,461 0
d Other exempt purpose expenditures ......................................................................................... 1,156,792,645 0
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................................... 1,157,151,106 0
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 0
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .......................................................................... 250,000 0
h Subtract line 1g from line 1a. If zero or less, enter -0-. .......................................................................... 0 0
i Subtract line 1f from line 1c. If zero or less, enter -0-. ........................................................................... 0 0
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ..............................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 356,017 411,080 421,200 358,461 1,546,758
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures 0 0 0 0 0
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-A, Line 2 501(H) Election The University of Notre Dame filed Form 5768 (election under section 501(h)) for the fiscal year ending June 30, 2013 and all subsequent tax years and this election was not revoked at any time subsequently.
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .... 48 0
2 Aggregate value of contributions to (during year) 6,700,488 0
3 Aggregate value of grants from (during year) 7,385,989 0
4 Aggregate value at end of year .... 31,801,314 0
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c 123
d Additions during the year ............................ 1d 7,779
e Distributions during the year .......................... 1e 6,681
f Ending balance ................................ 1f 1,221
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 8,784,380,859 8,189,096,422 6,959,050,707 6,444,598,397 6,383,343,071
b Contributions ... 337,865,213 244,796,294 211,220,228 109,051,302 162,550,384
c Net investment earnings, gains, and losses -39,870,136 659,396,671 1,317,009,930 725,521,322 177,082,485
d Grants or scholarships ... 108,274,792 100,189,669 95,629,513 90,722,736 85,386,397
e Other expenditures for facilities
and programs ... 		225,835,473 208,718,859 202,554,930 229,397,578 192,991,146
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 8,748,265,671 8,784,380,859 8,189,096,422 6,959,050,707 6,444,598,397
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet37.4 %
b
Permanent endowment SchDMd Bullet24.1 %
c
Temporarily restricted endowment SchDMd Bullet38.5 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ... 9,300,000 25,217,616 34,517,616
b Buildings 57,534,322 1,562,707,421 496,832,930 1,123,408,813
c Leasehold improvements   15,997,660 3,687,741 12,309,919
d Equipment ... 362,972 284,970,591 160,613,943 124,719,620
e Other ... 3,384,364 582,698,974 72,991,422 513,091,916
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 1,808,047,884
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives 1,521,043 F
(2)Closely-held equity interests 3,793,990 F
(3)Other
(A) Short-term investments 		7,361,159 F

(B) Public equities - U.S. 		541,724,613 F

(C) Public equities - Non-U.S. 		981,323,500 F

(D) Public equities - Long/short strategies 		1,360,585,705 F

(E) Fixed income securities 		431,371,946 F

(F) Marketable alternatives 		1,312,458,210 F

(G) Private equity 		3,025,770,695 F

(H) Real estate and other real assets 		1,005,874,238 F

(I) Defined benefit pension plan assets 		72,100,744 F
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 8,743,885,843
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Short-term borrowing 135,047,000
Refundable advances 22,407,461
Liabilities associated with investments 973,090,041
Obligations under split-interest agreements 152,609,610
Conditional asset retirement obligations 24,969,614
Pension and other accrued postretirement benefits 155,136,571
Government advances for student loans 29,849,622
Debt-related derivative instruments 48,115,148
Student organization funds and other deposits 6,332,938
Self-insurance reserves 6,358,274
Other liabilities 15,165,200
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,569,081,479
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,024,712,751
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -495,545,540
b Donated services and use of facilities ......... 2b 0
c Recoveries of prior year grants ........... 2c 0
d Other (Describe in Part XIII.) ............ 2d -381,581,852
e Add lines 2a through 2d ..................... 2e -877,127,392
3 Subtract line 2e from line 1.................. 3 1,901,840,143
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 38,591,334
b Other (Describe in Part XIII.) ........... 4b -552,620
c Add lines 4a and 4b.................... 4c 38,038,714
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,939,878,857
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 1,109,511,041
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 0
b Prior year adjustments ............ 2b 0
c Other losses ................ 2c 0
d Other (Describe in Part XIII.) ............ 2d 552,620
e Add lines 2a through 2d.................... 2e 552,620
3 Subtract line 2e from line 1................... 3 1,108,958,421
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 38,591,334
b Other (Describe in Part XIII.) ............ 4b 268,600,862
c Add lines 4a and 4b..................... 4c 307,192,196
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,416,150,617

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part X Asset Retirement The University recognizes asset retirement obligations when incurred. A discounting technique is used to calculate the present value of the capitalized asset retirement costs and the related obligation. Asset retirement costs are depreciated over the estimated remaining useful life of the related asset and the asset retirement obligation is accreted annually to the current present value. Upon settlement of an obligation, any difference between the retirement obligation and the cost to settle is recognized as a gain or loss in the consolidated statement of change in unrestricted net assets. The University's conditional asset retirement obligations relate primarily to asbestos remediation and will be settled upon undertaking associated renovation projects.
Schedule D, Part III, Line 1a Collections of art - financial statement footnote The University does not capitalize the cost of library books, nor the cost or fair value of its art collection. The latter is held for exhibition and educational purposes only and not for financial gain.
Schedule D, Part III, Line 4 Collections of art - description of collections The Snite Museum of Art maintains a collection of over 28,000 original works of art which are utilized for exhibition, teaching, research and educational outreach programs.
Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangement Interest on Lawyer Trust Accounts (IOLTA) - The University of Notre Dame's Legal Aid Clinic opened a custodial bank account on 11/8/01. The purpose of the account is to hold client's funds in trust. The interest earned on the funds is remitted to the Indiana Bar Foundation and used to pay for filing fees, fees for medical records, and recording and various court fees for clients with limited financial means.
Schedule D, Part V, Line 4 Intended uses of endowment funds Endowment distributions are used to fund a variety of operational needs, including scholarships & fellowships, faculty chairs, academic, religious and student programs, libraries, capital projects and renewals, athletics, other endowment programs, and general operations.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Tuition discounts - -XXX-XX-XXXX Room discounts - -4751374 Net gain/(loss) on debt-related derivative instruments - -45302963 Net pension and postretirement benefits-related changes - -19276437 Change in value of split-interest agreements - -6755875 Other non-operating changes in net assets - -41645715
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Direct expenses of fundraising events - -549730 Direct expenses from gaming activities - -2890
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Direct expenses of fundraising events - 549730 Direct expenses from gaming activities - 2890
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Tuition scholarships and fellowships - XXX-XX-XXXX Room & board discounts - 4751374
Schedule D (Form 990) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0




SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Information about Schedule E (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047 2015Open to Public Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . . .
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . . . . . . . .
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) (2015)
Schedule E (Form 990 or 990EZ) (2015)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information (see instructions).
Return Reference Explanation
Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY The University nondiscrimination policy is disclosed in the Admission Policies and Procedures Handbook given to each student. The University draws students nationally and internationally and enrolls meaningful numbers of minority students.
Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT The University receives financial assistance from various governmental agencies within the Federal Government and local jurisdictions. The governmental grants and contracts support certain research projects and student financial aid.
Schedule E (Form 990 or 990-EZ) (2015)
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Central America and the Caribbean     Investments   3,590,793,127
East Asia and the Pacific     Investments   71,365,039
Europe (Including Iceland and Greenland)     Investments   649,263,557
Middle East and North Africa     Investments   7,822,344
North America (Canada & Mexico only)     Investments   93,274,578
South America     Investments   2,046,618
South Asia     Investments   118,325,877
Sub-Saharan Africa     Investments   230,120,245
East Asia and the Pacific 1 4 Program Services International Study Program 2,557,418
Europe (Including Iceland and Greenland) 5 83 Program Services International Study Program 24,332,952
Middle East and North Africa 1 5 Program Services International Study Program 956,067
North America (Canada & Mexico only)   2 Program Services International Study Program 226,602
Russia and Neighboring States     Program Services International Study Program 49,863
South America 1 5 Program Services International Study Program 705,144
South Asia   1 Program Services International Study Program 20,601
Sub-Saharan Africa     Program Services International Study Program 273,838
Central America and the Caribbean     ,Investment Operations   -981,674
East Asia and the Pacific     ,Investment Operations   202,046
Europe (Including Iceland and Greenland)   2 ,Investment Operations   1,785,797
Middle East and North Africa     ,Investment Operations   75
North America (Canada & Mexico only)     ,Investment Operations   6,956
South Asia     ,Investment Operations   52,944
Sub-Saharan Africa     ,Investment Operations   1,730,760
Central America and the Caribbean     Fundraising   34,832
East Asia and the Pacific     Fundraising   28,835
Europe (Including Iceland and Greenland)     Fundraising   145,430
Middle East and North Africa     Fundraising   1,202
North America (Canada & Mexico only)     Fundraising   50,559
South America     Fundraising   16,616
Sub-Saharan Africa     Fundraising   3,468
Central America and the Caribbean     Program Services Auxillary Enterprises 48,457
Central America and the Caribbean     Program Services Instruction 213,891
Central America and the Caribbean     Program Services Management & General 44,258
Central America and the Caribbean 3 3 Program Services Other 274,874
Central America and the Caribbean     Program Services Research 2,106,024
East Asia and the Pacific     Program Services Auxillary Enterprises 1,866
East Asia and the Pacific     Program Services Instruction 673,834
East Asia and the Pacific     Program Services Management & General 87,895
East Asia and the Pacific   2 Program Services Other 121,889
East Asia and the Pacific   2 Program Services Research 951,868
Europe (Including Iceland and Greenland)     Program Services Auxillary Enterprises 60,275
Europe (Including Iceland and Greenland)   14 Program Services Instruction 2,894,814
Europe (Including Iceland and Greenland)     Program Services Management & General 478,129
Europe (Including Iceland and Greenland)   1 Program Services Other 951,129
Europe (Including Iceland and Greenland)   5 Program Services Research 2,303,168
Middle East and North Africa     Program Services Auxillary Enterprises 1,501
Middle East and North Africa   3 Program Services Instruction 144,612
Middle East and North Africa     Program Services Management & General 71,136
Middle East and North Africa     Program Services Other 328,927
Middle East and North Africa     Program Services Research 474,190
North America (Canada & Mexico only)     Program Services Auxillary Enterprises 40,677
North America (Canada & Mexico only)     Program Services Instruction 348,584
North America (Canada & Mexico only)     Program Services Management & General 32,678
North America (Canada & Mexico only)     Program Services Other 118,583
North America (Canada & Mexico only)     Program Services Research 110,449
Russia and Neighboring States     Program Services Auxillary Enterprises 1,353
Russia and Neighboring States     Program Services Instruction 68,091
Russia and Neighboring States     Program Services Other 3,232
Russia and Neighboring States     Program Services Research 22,464
South America     Program Services Auxillary Enterprises 546
South America     Program Services Instruction 325,298
South America     Program Services Management & General 82,151
South America   1 Program Services Other 82,934
South America   1 Program Services Research 50,633
South Asia     Program Services Instruction 91,712
South Asia     Program Services Management & General 14,587
South Asia     Program Services Other 12,269
South Asia     Program Services Research 110,307
Sub-Saharan Africa     Program Services Auxillary Enterprises 2,844
Sub-Saharan Africa   1 Program Services Instruction 309,920
Sub-Saharan Africa     Program Services Management & General 42,072
Sub-Saharan Africa   1 Program Services Other 66,565
Sub-Saharan Africa 1 7 Program Services Research 1,255,532
3a Sub-total ..... 8 100 4,792,133,870
b Total from continuation sheets to Part I ... 4 43 18,504,064
c Totals (add lines 3a and 3b) 12 143 4,810,637,934
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (a)(c) Region (b)(d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe (Including Iceland and Greenland) see Part V 33,885 Check/Wire      
Sub-Saharan Africa see Part V 88,512 Check/Wire      
Central America and the Caribbean see Part V 1,078,124 Check/Wire      
Sub-Saharan Africa see Part V 36,740 Check/Wire      
Central America and the Caribbean see Part V 607,375 Check/Wire      
East Asia and the Pacific see Part V 543,337 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 443,905 Check/Wire      
Central America and the Caribbean see Part V 243,140 Check/Wire      
Sub-Saharan Africa see Part V 556,723 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 400,085 Check/Wire      
East Asia and the Pacific see Part V 10,000 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 43,534 Check/Wire      
Sub-Saharan Africa see Part V 137,240 Check/Wire      
Sub-Saharan Africa see Part V 94,541 Check/Wire      
South Asia see Part V 68,399 Check/Wire      
Middle East and North Africa see Part V 400,919 Check/Wire      
Central America and the Caribbean see Part V 160,070 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 16,999 Check/Wire      
Sub-Saharan Africa see Part V 143,028 Check/Wire      
East Asia and the Pacific see Part V 34,867 Check/Wire      
East Asia and the Pacific see Part V 9,330 Check/Wire      
Sub-Saharan Africa see Part V 9,785 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 51,727 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 9,600 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 24,582 Check/Wire      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
2
3 Enter total number of other organizations or entities .......................MediumBullet
23
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
Housing and Other Assistance East Asia and the Pacific 4 8,802 Check/Wire/Direct Deposit      
Housing and Other Assistance Europe (Including Iceland and Greenland) 15 111,828 Check/Wire/Direct Deposit      
Housing and Other Assistance Middle East and North Africa 1 399 Check/Wire/Direct Deposit      
Housing and Other Assistance South America 2 8,235 Check/Wire/Direct Deposit      
Housing and Other Assistance Sub-Saharan Africa 3 4,484 Check/Wire/Direct Deposit      
Housing and Other Assistance Central America and the Caribbean 1 4,400 Check/Wire/Direct Deposit      
Prizes and Awards Europe (Including Iceland and Greenland) 11 119,545 Check/Wire/Direct Deposit      
Research/Travel Grant East Asia and the Pacific 8 10,018 Check/Wire/Direct Deposit      
Research/Travel Grant Europe (Including Iceland and Greenland) 22 15,626 Check/Wire/Direct Deposit      
Research/Travel Grant Russia and Neighboring States 1 1,570 Check/Wire/Direct Deposit      
Research/Travel Grant Sub-Saharan Africa 2 1,168 Check/Wire/Direct Deposit      
               
               
               
               
               
               
               
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTP://CONTROLLER.ND.EDU/ASSETS/91679/SUBRECIPIENT_MONITORING.PDF. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY.
Schedule F, Part II, Line 1(d) Purpose of Grant Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTP://CONTROLLER.ND.EDU/ASSETS/91679/SUBRECIPIENT_MONITORING.PDF. 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 (Form 990) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v3.0



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

NPC Research Event - Parseghian Classic
(event type) 		(b) Event #2

Evening with Notre Dame and The Boston Pops
(event type) 		(c) Other events

3
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
412,042
119,840
184,788
716,670

2
Less: Contributions . . . .
112,100
119,840
168,867
400,807
3 Gross income (line 1 minus
line 2) . . . . . .
299,942
0
15,921
315,863



VerticalDirectExpenses
4 Cash prizes . . . . . 0 0 0 0
5 Noncash prizes . . . . 875 0 0 875
6 Rent/facility costs . . . . 449,288 0 0 449,288
7 Food and beverages . . . 1,102 0 37,964 39,066
8 Entertainment . . . . 0 0 1,329 1,329
9 Other direct expenses . . . 21,744 0 37,428 59,172
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 549,730
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -233,867
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
82,620
82,620
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
0
0

3
Noncash prizes . . . .
 
 
2,057
2,057

4
Rent/facility costs . . . .
 
 
0
0

5
Other direct expenses . . .
21,744
0
37,428
59,172


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
2,890

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
79,730

9
Enter the state(s) in which the organization conducts gaming activities: IN
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
100 %
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
0 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Deborah Gabaree General Counsel
Address right arrow
203 Main Building
Notre Dame,IN46556
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $ 0
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$ 0
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number
35-0868188
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) 34 Technology LLC
17455 Douglas Road
South Bend,IN46635 		27-2257203   10,000       see Part IV
(2) Access Academies
711 W Pine Mall 222
Saint Louis,MO63108 		20-3443231 501(c)(3) 25,000       see Part IV
(3) American Cancer Society
130 Red Coach Drive
Mishawaka,IN46545 		13-1788491 501(c)(3) 8,100       see Part IV
(4) Archdiocese of Chicago
524 9th Street
Wilmette,IL60091 		36-2171003 501(c)(3) 51,050       see Part IV
(5) Archdiocese of St Louis
6352 Forsth Blvd
St Louis,MO63105 		43-0653244 501(c)(3) 10,000       see Part IV
(6) Basis Policy Research LLC
Suite 103-296
9650 Strickland Road
Raleigh,NC276151902 		27-0475968   39,375       see Part IV
(7) Battelle
Post Office Box 84391
Seattle,WA981245691 		31-4379427 501(c)(3) 12,354       see Part IV
(8) Baylor University
One Bear Place 97041
Waco,TX767987041 		74-1159753 501(c)(3) 11,788       see Part IV
(9) Board of Regents of University of Wisconsin System
222 W Washington Ave Suite 500
Madison,WI53703 		39-6006492 State of Wisconsin 51,188       see Part IV
(10) Boston University
25 Buick Street 2nd Floor
Boston,MA02215 		04-2103547 501(c)(3) 55,350       see Part IV
(11) Brigham & Women's Hospital
75 Francis Street
Boston,MA02115 		04-2312909 501(c)(3) 129,132       see Part IV
(12) Brothers of Holy Cross
13645 Riverside Drive
Sherman Oaks,CA91423 		95-4045107 501(c)(3) 25,100       see Part IV
(13) Brown University
Cashiers Office
Post Office Box 1911
Providence,RI029120001 		05-0258809 501(c)(3) 23,297       see Part IV
(14) Calvin College
Financial Services
3201 Burton Street Southeast
Grand Rapids,MI495464388 		38-3071514 501(c)(3) 18,740       see Part IV
(15) Carnegie Mellon University
Post Office Box 371032
Pittsburgh,PA152507032 		25-0969449 501(c)(3) 226,611       see Part IV
(16) Cary Institute of Ecosystem Studies
2801 Sharon Turnpike
Post Office Box AB
Millbrook,NY125455721 		22-3232968 501(c)(3) 22,913       see Part IV
(17) Case Western Reserve Univ
Nord Hall Suite 600
10900 Euclid Avenue
Cleveland,OH441067037 		34-1018992 501(c)(3) 8,448       see Part IV
(18) Catholic Extension
PO Box 62462
Baltimore,MD21264 		36-6000520 501(c)(3) 12,500       see Part IV
(19) Catholic Relief Services
228 W Lexington Street
Baltimore,MD21201 		13-5563422 501(c)(3) 10,000       see Part IV
(20) Celtic Charms Inc
671 Fort Plains Road
Howell,NJ07731 		27-2039852 501(c)(3) 10,000       see Part IV
(21) Center for the Homeless
813 S Michigan Street
South Bend,IN46601 		35-1768544 501(c)(3) 83,390 278,740 FMV Rental Waiver see Part IV
(22) Central Michigan University
Accounting WA 304
Mount Pleasant,MI48859 		38-6004447 State of Michigan 10,969       see Part IV
(23) City of Mishawaka
600 East Third Street
Mishawaka,IN46544 		35-6001115 City-Mishawaka 7,470       see Part IV
(24) City of South Bend
227 West Jefferson Blvd Suite 1400
South Bend,IN46601 		35-6001201 City-South Bend 41,087       see Part IV
(25) Cold Spring Harbor Laboratory
Attn Jill Stone Nichols Building
One Bungtown Road
Cold Spring Harbor,NY11724 		11-2013303   20,000       see Part IV
(26) Columbia University
Sponsored Projects Finance
General Post Office
New York,NY100879789 		13-5598093 501(c)(3) 36,112       see Part IV
(27) Conexus Indiana
111 Monument Circle Ste 1800
Indianapolis,IN46204 		35-2065459 501(c)(3) 10,000       see Part IV
(28) Congregation of Holy Cross US Pr
Post Office Box 460
Notre Dame,IN46556 		32-0344245 501(c)(3) 262,766       see Part IV
(29) Connect Inc
4477 Progress Dr
South Bend,IN46628 		35-1893288 501(c)(3) 15,356       see Part IV
(30) Convent of the Sacred Heart
1 East 91st Street
New York,NY10128 		13-1628166 501(c)(3) 20,000       see Part IV
(31) Cornell University
Post Office Box 22
Ithaca,NY148510022 		15-0532082 501(c)(3) 1,585,606       see Part IV
(32) Dawn Brancheau Foundation Inc
9030 Via Bella Notte
Orlando,FL32836 		27-3700500 501(c)(3) 10,000       see Part IV
(33) Declan Drumm Sullivan Memorial Fund
703 West Montroe St
Chicago,IL60661 		27-6886934 501(c)(3) 62,800       see Part IV
(34) Diocese of Fort Wayne-So Bend
915 S Clinton Street
Fort Wayne,IN46802 		35-0876373 501(c)(3) 35,000       see Part IV
(35) Downtown South Bend Inc
217 S Michigan St
South Bend,IN46601 		35-1546291 501(c)(3) 10,000       see Part IV
(36) Draper Richards Kaplan Foundation
1600 El Camino Real Suite 155
Menlo Park,CA94025 		91-2172351 501(c)(3) 50,000       see Part IV
(37) Duke University
2138 Campus Drive
PO Box 90586
Durham,NC27708 		56-0532129 501(c)(3) 156,552       see Part IV
(38) Early Childhood Development Center
10 Child Care Center
Notre Dame,IN46556 		35-1188922 501(c)(3) 200,000       see Part IV
(39) Emory University
Office of Grants Contracts Acct
MS 1599/001/1BH
Atlanta,GA303224250 		58-0566256 501(c)(3) 35,260       see Part IV
(40) enFocus Inc
506 West South Street Suite 100
South Bend,IN466012785 		45-5638209 501(C)(3) 572,500       see Part IV
(41) Episcopal School in the City of New York
35 East 69th Street
New York,NY10021 		13-1945827 501(c)(3) 20,000       see Part IV
(42) Eye to Eye
106 Acklen Park Dr Apt 1
Nashville,TN37203 		27-3238386 501(c)(3) 100,000       see Part IV
(43) FHI 360
359 Blackwell Street
Suite 200
Durham,NC277012477 		23-7413005 501(c)(3) 82,109       see Part IV
(44) Fischoff National Chamber Music Association
303 Brownson Hall
Notre Dame,IN46556 		35-1650154 501(c)(3) 19,606       see Part IV
(45) Food for the Poor Inc
6401 Lyons Road
Coconut Creek,FL33073 		59-2174510 501(c)(3) 56,550       see Part IV
(46) Forging Industry Education & Research
1111 Superior Ave Suite 615
Cleveland,OH44114 		34-6556992 501(c)(3) 15,000       see Part IV
(47) Foundation of St Joseph Regional Medical Center Inc
837 Cedar Street Suite 350
South Bend,IN46617 		35-1654543 501(c)(3) 16,200       see Part IV
(48) George Mason University
4400 University Drive
Fairfax,VA22030 		54-0836354 State of Virginia 78,399       see Part IV
(49) George Washington University
45155 Research Place
Ashburn,VA201472692 		53-0196584 501(c)(3) 172,882       see Part IV
(50) Georgia Tech Research Corporation
Post Office Box 100117
Atlanta,GA303840117 		58-0603146 State of Georgia 47,066       see Part IV
(51) Global Citizen Year Inc
1625 Clay St
Oakland,CA94612 		26-3161342 501(c)(3) 30,000       see Part IV
(52) Governors State University
Attn Cashiers Office
1 University Parkway
University Park,IL604840975 		36-2684803 State of Illinois 22,441       see Part IV
(53) Grand Valley State University
234 Lake Michigan Hall
Allendale,MI494019401 		38-1684280 State of Michigan 25,349       see Part IV
(54) Grassroot Soccer
PO Box 712
Norwich,VT05055 		43-1957920 501(c)(3) 500,000       see Part IV
(55) Habitat for Humanity
402 East South Street
South Bend,IN46601 		31-1196894 501(c)(3) 32,500       see Part IV
(56) Hannah's House
518 West Fourth Street
Mishawaka,IN46546 		35-1871289 501(c)(3) 15,000       see Part IV
(57) Harvard University
1350 Massachusetts Avenue
Cambridge,MA021383800 		04-2103580 501(c)(3) 160,468       see Part IV
(58) History of Science Society Inc
440 Geddes Hall Univ of Notre Dame
Notre Dame,IN46556 		52-6050324 501(c)(3) 157,934       see Part IV
(59) Holy Trinity Catholic Church
1600 Corporate Drive
Ladera Ranch,CA92694 		20-2747543 501(c)(3) 75,000       see Part IV
(60) Hospice Foundation
501 Comfort Place
Mishawaka,IN46545 		30-0433147 501(c)(3) 9,500       see Part IV
(61) Idaho State University
921 South 8th Avenue Stop 8219
Attention Lori Johnson
Pocatello,ID832090001 		82-6000924 State of Idaho 35,856       see Part IV
(62) Illinois Institute of Technology
3300 South Federal Street
Chicago,IL606163793 		36-2170136 501(c)(3) 142,825       see Part IV
(63) Indiana University
Post Office Box 66057
Indianapolis,IN462660001 		35-6001673 State of Indiana 911,500       see Part IV
(64) Indiana University Foundation
1275 E 10th Street
Bloomington,IN47405 		35-6018940 501(c)(3) 50,000       see Part IV
(65) International Computer Science Institute (ICSI)
Accounts Receivable
Suite 600
Berkeley,CA947041198 		94-3024996 501(c)(3) 72,586       see Part IV
(66) IQE
265 Davidson Ave Ste 141
Somerset,NJ088734120 		20-5236093   87,276       see Part IV
(67) Johns Hopkins University
3400 N Charles Street
Baltimore,MD21218 		52-0595110 501(c)(3) 247,387       see Part IV
(68) Joyful Heart Foundation
32 West 22nd Street 4th Floor
New York,NY10010 		72-1519537 501(c)(3) 95,000       see Part IV
(69) Kelly Cares Foundation
1251 N Eddy Street Suite 200
South Bend,IN46617 		26-3591070 501(c)(3) 41,470       see Part IV
(70) Kitchi Gammi Club Foundation
831 East Superior Street
Duluth,MN55802 		35-1663615 501(c)(3) 100,000       see Part IV
(71) Knights of Columbus Charities
1 Columbus Plaza
New Haven,CT06510 		23-7227608 501(c)(3) 10,000       see Part IV
(72) Lake Superior State University
650 West Easterday Avenue
Sault Sainte Marie,MI497831626 		38-1880022 State of Michigan 8,845       see Part IV
(73) Little Sisters of the Poor
601 Maiden Choice Lane
Catonsville,MD21228 		52-0715244 501(c)(3) 10,000       see Part IV
(74) Logan Community Resources
1235 North Eddy Street
South Bend,IN46617 		35-0965639 501(c)(3) 25,000       see Part IV
(75) Louisiana State University
Office of Accounting Services
Sponsored Program Accounting
Baton Rouge,LA708030001 		72-6000848 State of Louisana 30,562       see Part IV
(76) Lutheran School of Theology at Chicago
Attn Robert Eder
1100 East 55th Street
Chicago,IL606155112 		36-2246704 501(c)(3) 41,000       see Part IV
(77) Massachusetts Institute of Technology
Cashiers Office NE49-3077
77 Massachusetts Avenue
Cambridge,MA021394307 		04-2103594 501(c)(3) 34,506       see Part IV
(78) Mayo Clinic
200 First St SW
Rochester,MN55905 		41-6011702 501(c)(3) 10,000       see Part IV
(79) Miami University Foundation
725 East Chestnut Street
Oxford,OH45056 		31-6026014 501(c)(3) 100,000       see Part IV
(80) Michigan State University
426 Auditorium Rd Rm 2
East Lansing,MI488242612 		38-6005984 State of Michigan 264,974       see Part IV
(81) Michigan Technological University
1400 Townsend Drive
Houghton,MI499311295 		38-6005955 State of Michigan 13,271       see Part IV
(82) Misericordia Home
6300 North Ridge Ave
Chicago,IL60660 		36-2170153 501(c)(3) 25,000       see Part IV
(83) Missouri Baptist Healthcare Foundation
3015 North Ballas Road
St Louis,MO63131 		43-1472026 501(c)(3) 25,000       see Part IV
(84) Montana State University
Post Office Box 172470
Bozeman,MT597172470 		81-6010045 State of Montana 10,463       see Part IV
(85) MZA Associates Corporation
Suite 150
2021 Girard Boulevard SE
Albuquerque,NM871063140 		85-0400557   59,690       see Part IV
(86) NOAA Great Lakes Environmental Research Lab
US Department of Commerce
Post Office Box 979008
St Louis,MO631970001 		06-1834875 Federal 60,747       see Part IV
(87) NORC
University of Chicago
Floor 20 - Accounts Receivable
Chicago,IL606035901 		36-2167808 501(c)(3) 116,845       see Part IV
(88) North Carolina State University
Campus Box 7214
Raleigh,NC276950001 		56-6000756 State of NC 29,506       see Part IV
(89) Northeast Neighborhood Revitalization
803 Lincolnway East
South Bend,IN46616 		35-2118149 501(c)(3) 150,000       see Part IV
(90) Northeastern University
118 Cushing Hall
Boston,MA02115 		04-1679980 501(c)(3) 10,000       see Part IV
(91) Northern Indiana Regional Development
4477 Progress Drive
South Bend,IN46628 		47-5529436 501(c)(3) 50,000       see Part IV
(92) Northern Jet Management Inc
Post Office Box 888380
Grand Rapids,MI495888380 		38-3261631   614,046       see Part IV
(93) Oklahoma State University
Grants Contracts Financial Admn
Post Office Box 645
Stillwater,OK740760645 		73-1383996 State of Oklahoma 8,116       see Part IV
(94) Omaha Performing Arts Society
1200 Douglas Street
Omaha,NE68102 		47-0832480 501(c)(3) 187,500       see Part IV
(95) Oregon State University
Post Office Box 1086
Corvallis,OR973391086 		61-1730890 State of Oregon 120,002       see Part IV
(96) Oxford Instruments Asylum Research Inc
6310 Hollister Ave
Santa Barbara,CA93117 		99-0383271   189,400       see Part IV
(97) Pennsylvania State University
227 West Beaver Avenue
State College,PA168014842 		24-6000376 State of PA 724,222       see Part IV
(98) Princeton University
Office of Finance Treasury
Post Office Box 5292
Princeton,NJ085445292 		21-0634501 501(c)(3) 74,622       see Part IV
(99) Purdue University
610 Purdue Mall
West Lafayette,IN47907 		35-6002041 State of Indiana 1,299,314       see Part IV
(100) Regents of Univ of Minnesota
NW 5957
Post Office Box 1450
Minneapolis,MN554850001 		41-6007513 State of Minnesota 141,202       see Part IV
(101) Rensselaer Polytech Inst
110 8th Street
Troy,NY121803522 		14-1340095 501(c)(3) 18,966       see Part IV
(102) Research Foundation of CUNY
230 West 41st Street
New York,NY100367207 		13-1988190 501(c)(3) 13,605       see Part IV
(103) Research Foundation of SUNY
Post Office Box 9
Albany,NY122010009 		14-1368361 501(c)(3) 17,702       see Part IV
(104) Rice University
Post Office Box 1892
Houston,TX772511892 		74-1109620 501(c)(3) 73,213       see Part IV
(105) Right to Life
2004 Ironwood Circle Suite 130
South Bend,IN46635 		35-1594988 501(c)(3) 5,140       see Part IV
(106) Rutgers The State University
100 Rockafeller Road
Rm 5177C
Piscataway,NJ08854 		22-6001086 State of New Jersey 51,781       see Part IV
(107) Saint Michael's College
Box 274
1 Winooski Park
Colchester,VT054391000 		03-0179403 501(c)(3) 46,673       see Part IV
(108) Schwab Charitable Fund
1958 Summit Park Dr Suite 200
Orlando,FL32862 		31-1640316 501(c)(3) 25,000       see Part IV
(109) Sisters of the Holy Cross
407 Bertrand Hall - St Marys Coll
Notre Dame,IN46556 		35-0868159 501(c)(3) 10,000       see Part IV
(110) South Bend Alumni Association
215 South St Joseph Street
South Bend,IN46601 		35-1674506 501(c)(3) 7,650       see Part IV
(111) South Bend Education Foundation
PO Box 119
South Bend,IN46624 		35-1959196 501(c)(3) 14,400       see Part IV
(112) South Bend Symphony Orchestra
127 N Michigan St
South Bend,IN46601 		35-6042189 501(c)(3) 21,500       see Part IV
(113) Special Camps for Special Kids
2824 Swiss Ave
Dallas,TX75204 		75-2205242 501(c)(3) 10,000       see Part IV
(114) St Joseph County
227 West Jefferson Blvd 7th Floor
South Bend,IN46601 		35-6000194 County-St. Joe 25,399       see Part IV
(115) St Ann Catholic Church
310 North Olive Ave
West Palm Beach,FL33401 		59-6001732 501(c)(3) 10,000       see Part IV
(116) St Ann Catholic School
310 North Olive Ave
West Palm Beach,FL33401 		59-6001732 501(c)(3) 15,000       see Part IV
(117) St Ann Place
310 North Olive Ave
West Palm Beach,FL33401 		59-6001732 501(c)(3) 10,000       see Part IV
(118) St Ann School
2211 W 18th Place
Chicago,IL60608 		36-2284297 501(c)(3) 7,246       see Part IV
(119) St Catherine University
Glenna Whitmill
Mail 4286
Saint Paul,MN551051750 		41-0695509 501(c)(3) 28,900       see Part IV
(120) St Joseph County Parks & Rec Dept
50651 Laurel Road
South Bend,IN46637 		35-1459569 501(c)(3) 7,500       see Part IV
(121) St Louis University
Office of Sponsored Programs Admn
Fusz Memorial Hall Room 368
St Louis,MO631083306 		43-0654872 501(c)(3) 11,666       see Part IV
(122) St Mary's College
110 LeMans Hall
Notre Dame,IN46556 		35-0868158 501(c)(3) 39,600       see Part IV
(123) St Peter Claver Regional Catholic
2560 Tilson Rd
Decatur,GA30032 		58-1918801 501(c)(3) 12,000       see Part IV
(124) Stanford University
Post Office Box 44253
San Francisco,CA941440001 		94-1156365 501(c)(3) 486,559       see Part IV
(125) Superior Douglas County Family YMCA
9 North 21st Street
Superior,WI54880 		39-0813468 501(c)(3) 120,000       see Part IV
(126) The Future Project
636 Broadway Suite 704
New York,NY10012 		27-4374555 501(c)(3) 500,000       see Part IV
(127) The History Museum
808 W Washington
South Bend,IN46601 		35-1124156 501(c)(3) 9,520       see Part IV
(128) The Nature Conservancy
101 East Grand River Avenue
Lansing,MI489064374 		53-0242652 501(c)(3) 88,624       see Part IV
(129) The Ohio State University
1960 Kenny Road
Columbus,OH432101016 		31-6025986 State of Ohio 464,743       see Part IV
(130) TriQuint Semiconductor Texas LLC
Post Office Box 198479
Atlanta,GA303848479 		75-2740940   67,994       see Part IV
(131) Trustees of University of Pennsylvania
Post Office Box 785541
Philadelphia,PA191785541 		23-1352685 501(c)(3) 312,772       see Part IV
(132) US Forest Service
Post Office Box 301550
Los Angeles,CA900301550 		72-0564834 Federal 30,136       see Part IV
(133) UC Regents at Los Angeles
UCLA Div of Undergraduate Education
Attn Jenny Wang 2340 Murphy Hall
Los Angeles,CA900957211 		95-6006143 State of California 100,000       see Part IV
(134) UC Regents at San Diego
UCSD Central Cashier
9500 Gilman Drive
La Jolla,CA920930009 		95-6006144 State of California 475,011       see Part IV
(135) UGA Research Foundation Inc
279 Williams Street
Athens,GA306051746 		58-1353149 State of Georgia 58,658       see Part IV
(136) United States Geological Survey
MS 271 National Center
Reston,VA20192 		53-0196958 Federal 50,165       see Part IV
(137) United Technologies Corporation
United Technologies Research Center
Post Office Box 416678
Boston,MA022416678 		06-0570975   15,010       see Part IV
(138) United Way of St Joseph County
3517 E Jefferson Blvd
South Bend,IN46615 		35-1063368 501(c)(3) 25,000       see Part IV
(139) University of Akron
248 Polsky
Akron,OH443250001 		34-6002924 State of Ohio 95,816       see Part IV
(140) University of Arizona
Sponsored Projects Services
Post Office Box 3520
Tucson,AZ857223520 		74-2652689 State of Arizona 20,414       see Part IV
(141) University of Arkansas
Treasurers Office
Post Office Box 1404
Fayetteville,AR727021404 		71-6003252 State of Arkansas 7,234       see Part IV
(142) University of California at Berkley
Contracts and Grants Accounting
Room 130 MC 1103
Berkeley,CA947201103 		94-6002123 State of California 615,678       see Part IV
(143) University of California at Davis
Post Office Box 989062
West Sacramento,CA957989062 		94-6036494 State of California 704,093       see Part IV
(144) University of California at Santa Barbara
SAASB Building Room 1212
Santa Barbara,CA931060001 		95-6006145 State of California 665,663       see Part IV
(145) University of California San Francisco
Extramural Funds Accounting
Room 130
Berkeley,CA947200001 		94-6002123 State of California 101,440       see Part IV
(146) University of Chicago
6054 South Drexel Avenue
Chicago,IL606372612 		36-2177139 501(c)(3) 405,135       see Part IV
(147) University of Colorado-Boulder
Sponsored Projects Accounting
Post Office Box 910220
Denver,CO802910001 		84-6000555 State of Colorado 59,803       see Part IV
(148) University of Connecticut
Office of Sponsored Programs
Unit 1133
Storrs Mansfield,CT062690001 		06-0772160 State of Connecticut 71,598       see Part IV
(149) University of Illinois
4th Floor Swanlund Admin Bldg
MC-304 601 E John Street
Champaign,IL61820 		37-6000511 State of Illinois 451,247       see Part IV
(150) University of Iowa
Grant Accounting
B5 Jessup Hall
Iowa City,IA52242 		42-6004813 State of Iowa 75,619       see Part IV
(151) University of Kentucky
Research Foundation
c/o PNC Bank
Cleveland,OH441930001 		61-6033693 State of Kentucky 12,617       see Part IV
(152) University of Maryland
4101 Chesapeake Building
College Park,MD207420001 		52-6002033 State of Maryland 75,950       see Part IV
(153) University of Memphis
Post Office Box 1000
Memphis,TN381480001 		62-0648618 State of Tennessee 51,457       see Part IV
(154) University of Michigan
1000 Victors Way Suite 1A
Ann Arbor,MI481082744 		38-6006309 State of Michigan 271,159       see Part IV
(155) University of Nebraska-Lincoln
Post Office Box 830861
Lincoln,NE68583 		47-0049123 State of Nebraska 23,881       see Part IV
(156) University of Nevada Reno
UNR Board of Regents
Office of the Controller MS124
Reno,NV895570124 		88-6000024 State of Nevada 55,482       see Part IV
(157) University of North Carolina-Chapel Hill
104 Airport Drive Suite 220 CB 1350
Chapel Hill,NC275991350 		56-6001393 State of NC 335,590       see Part IV
(158) University of North Carolina-Greensboro
Post Office Box 26170
Greensboro,NC274026170 		56-6001468 State of NC 25,662       see Part IV
(159) University of Oregon
Post Office Box 3237
Eugene,OR974030237 		48-1278531 State of Oregon 26,144       see Part IV
(160) University of Pittsburgh
Post Office Box 371220
Pittsburgh,PA152507220 		25-0965591 State of PA 80,245       see Part IV
(161) University of Southern California
Sponsored Projects Accounting
File No 52095
Los Angeles,CA900740001 		95-1642394 501(c)(3) 48,019       see Part IV
(162) University of Tennessee
210 Student Services Building
Knoxville,TN379960001 		62-6001636 State of Tennessee 283,634       see Part IV
(163) University of Texas at Austin
Post Office Box 7159
Austin,TX787137159 		74-6000203 State of Texas 94,763       see Part IV
(164) University of Texas at Tyler
Deborah Gibson ADM 364
3900 University Boulevard
Tyler,TX757016699 		75-1396988 State of Texas 17,754       see Part IV
(165) University of Texas Dallas
Contracts And Grants Accounting
800 West Campbell Road
Richardson,TX750803021 		75-1305566 State of Texas 677,606       see Part IV
(166) University of Utah
201 Presidents Circle
Salt Lake City,UT841129020 		87-6000525 State of Utah 490,840       see Part IV
(167) University of Vermont
Post Office Box 1389
Williston,VT054951389 		03-0179440 State of Vermont 49,951       see Part IV
(168) University of Virginia
Post Office Box 400195
Charlottesville,VA229044195 		54-6001796 State of Virginia 73,631       see Part IV
(169) University of Washington
Gerberding Hall G80 Box 351202
Seattle,WA98195 		91-6001537 State of Washington 35,348       see Part IV
(170) University of Wyoming
Post Office Box 3355
Laramie,WY82071 		83-6000331 State of Wyoming 7,620       see Part IV
(171) Vanderbilt University
401 21st Ave S
Nashville,TN37203 		62-0476822 501(c)(3) 20,000       see Part IV
(172) Virginia Tech
227 Burrus Hall
Blacksburg,VA240610001 		54-6001805 State of Virginia 66,577       see Part IV
(173) Voyageurs Area Council of the Boy Scouts
3877 Stebner Road
Hermantown,MN55811 		41-0695583 501(c)(3) 25,000       see Part IV
(174) Wake Forest University
Financial And Accounting Services
Post Office Box 7201
Winston Salem,NC271096226 		56-0532138 501(c)(3) 15,195       see Part IV
(175) Wallin Education Partners
5200 Willson Road
Minneapolis,MN55424 		20-8505156 501(c)(3) 140,000       see Part IV
(176) Washington University St Louis
Campus Box 1034
700 Rosedale Avenue
St Louis,MO631121408 		43-0653611 501(c)(3) 73,882       see Part IV
(177) Western Washington University
Mail Stop 9004
516 High Street
Bellingham,WA982255950 		91-6000562 State of Washington 28,728       see Part IV
(178) Women's Care Center
360 N Notre Dame Avenue
South Bend,IN46617 		35-1609945 501(c)(3) 60,000       see Part IV
(179) Wright State University
3640 Colonel Glenn Highway
Dayton,OH454350002 		31-0732831 State of Ohio 68,649       see Part IV
(180) Yale University
Grant Contract Financial Admin
Post Office Box 1873
New Haven,CT065081873 		06-0646973 501(c)(3) 139,316       see Part IV
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
171
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
non-cash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of non-cash assistance
(1) Tuition Scholarships, Fellowships, and Room and Board Discounts 7788 268,600,862      
(2) Athletics Grant-in-Aid 333 1,040,142      
(3) Housing and Other Assistance 533 679,782      
(4) Prizes and Awards 1015 2,003,803      
(5) Research/Travel Grant 3646 4,149,312      
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part II, Line 1(h) Explanation of purpose of grant or assistance Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: HTTP://CONTROLLER.ND.EDU/ASSETS/91679/SUBRECIPIENT_MONITORING.PDF. CHARITABLE ORGANIZATIONS THAT RECEIVE CONTRIBUTIONS FOR THE UNIVERSITY ARE CAREFULLY SELECTED AND REQUIRE DOCUMENTATION TO SUPPORT THE UNIVERSITY'S INTEREST IN THE ORGANIZATION TO ENSURE CONSISTENCY WITH THE CORE VALUES OF THE UNIVERSITY. CHARITABLE CONTRIBUTIONS ALSO REQUIRE THE APPROVAL OF THE EXECUTIVE VICE PRESIDENT, EXCEPT FOR CHARITABLE CONTRIBUTIONS MADE THROUGH THE DONOR ADVISED FUND PROGRAM. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY.
Schedule I (Form 990) 2015



Additional Data


Software ID: 15000238
Software Version: 2015v3.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
Yes
 
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1John F Affleck-Graves PhD
  Executive VP & Trustee 		(i)

(ii)		 609,798
-------------
0 		0
-------------
0 		37,148
-------------
0 		147,300
-------------
0 		19,631
-------------
0 		813,877
-------------
0 		0
-------------
0
2Thomas G Burish PhD
  Provost & Trustee 		(i)

(ii)		 457,176
-------------
0 		0
-------------
0 		21,663
-------------
0 		313,613
-------------
0 		19,438
-------------
0 		811,889
-------------
0 		0
-------------
0
3Rev John I Jenkins CSC PhD
  President & Trustee 		(i)

(ii)		 714,111
-------------
0 		0
-------------
0 		73,033
-------------
0 		0
-------------
0 		219,105
-------------
0 		1,006,249
-------------
0 		0
-------------
0
4Rev Timothy R Scully CSC
  Professor & Trustee 		(i)

(ii)		 172,087
-------------
0 		0
-------------
0 		17,331
-------------
0 		0
-------------
0 		15,741
-------------
0 		205,159
-------------
0 		0
-------------
0
5Rev Austin Collins CSC
  Professor & Trustee 		(i)

(ii)		 140,576
-------------
0 		0
-------------
0 		14,180
-------------
0 		0
-------------
0 		59,617
-------------
0 		214,373
-------------
0 		0
-------------
0
6Robert J Bernhard PhD
  VP for Research 		(i)

(ii)		 360,123
-------------
0 		0
-------------
0 		21,612
-------------
0 		26,500
-------------
0 		19,572
-------------
0 		427,807
-------------
0 		0
-------------
0
7Christine M Maziar PhD
  VP & Senior Assoc. Provost 		(i)

(ii)		 347,987
-------------
0 		0
-------------
0 		19,430
-------------
0 		26,500
-------------
0 		8,797
-------------
0 		402,714
-------------
0 		0
-------------
0
8Louis M Nanni MA
  VP for University Relations 		(i)

(ii)		 538,216
-------------
0 		106,000
-------------
0 		29,160
-------------
0 		26,500
-------------
0 		28,234
-------------
0 		728,110
-------------
0 		0
-------------
0
9John A Sejdinaj MBA CCM
  VP for Finance 		(i)

(ii)		 405,549
-------------
0 		0
-------------
0 		20,180
-------------
0 		26,500
-------------
0 		20,912
-------------
0 		473,141
-------------
0 		0
-------------
0
10Marianne Corr JD
  VP & General Counsel 		(i)

(ii)		 502,393
-------------
0 		0
-------------
0 		26,195
-------------
0 		26,500
-------------
0 		9,225
-------------
0 		564,313
-------------
0 		0
-------------
0
11Scott C Malpass MBA
  VP & Chief Investment Officer 		(i)

(ii)		 1,013,777
-------------
0 		3,179,665
-------------
0 		77,683
-------------
0 		1,526,500
-------------
0 		8,622
-------------
0 		5,806,247
-------------
0 		1,207,241
-------------
0
12John B Swarbrick Jr
  Athletic Director 		(i)

(ii)		 994,751
-------------
0 		1,868,001
-------------
0 		111,668
-------------
0 		76,500
-------------
0 		59,371
-------------
0 		3,110,291
-------------
0 		900,000
-------------
0
13Charles J Weis
  Former Head Coach, Football 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		2,054,742
-------------
0 		0
-------------
0 		0
-------------
0 		2,054,742
-------------
0 		0
-------------
0
14Michael P Brey
  Head Coach, Basketball 		(i)

(ii)		 863,201
-------------
0 		224,675
-------------
0 		88,405
-------------
0 		26,500
-------------
0 		25,129
-------------
0 		1,227,910
-------------
0 		0
-------------
0
15Michael D Donovan MBA JD
  Managing Director, Invest. 		(i)

(ii)		 563,723
-------------
0 		1,252,900
-------------
0 		30,006
-------------
0 		643,672
-------------
0 		9,030
-------------
0 		2,499,331
-------------
0 		459,571
-------------
0
16Brian Kelly
  Head Coach, Football 		(i)

(ii)		 992,316
-------------
0 		450,500
-------------
0 		148,317
-------------
0 		26,500
-------------
0 		28,234
-------------
0 		1,645,867
-------------
0 		0
-------------
0
17Muffet McGraw
  Head Coach, Basketball 		(i)

(ii)		 966,663
-------------
0 		326,592
-------------
0 		100,921
-------------
0 		26,500
-------------
0 		20,964
-------------
0 		1,441,640
-------------
0 		0
-------------
0
18Brian VanGorder
  Asst. Coach/Coordinator, Football 		(i)

(ii)		 980,265
-------------
0 		12,667
-------------
0 		91,516
-------------
0 		26,500
-------------
0 		29,147
-------------
0 		1,140,095
-------------
0 		0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part II Compensation of the Congregation of Holy Cross, United States Province, Inc. a. There are amounts listed on Form 990, Part VII, in Columns D-F , as well as the amounts listed on Schedule J, Part II, Columns B-F for members of the Holy Cross religious order (Fr. John Jenkins, Fr. Austin Collins, and Fr. Timothy Scully). The amounts listed are paid directly to their religious order, Congregation of Holy Cross, United States Province, Inc., rather than to these individuals. b. Fr. Timothy Scully and Fr. Austin Collins are members of the Congregation of Holy Cross, United States Province, Inc. religious order and received no compensation for their participation as Trustees of the University. However Fr. Scully and Fr. Austin Collins 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. Similarly, Fr. John Jenkins received his compensation as President of the University, and not in his position as Trustee. c. $197,019 of the amount included on Schedule J, Part II, Column D for Fr. Jenkins and $43,876 of the amount included on Schedule J, Part II, Column D for Fr. Austin Collins represents qualified tuition benefit offered to members of the Congregation of Holy Cross, United States Province Inc.
Schedule J, Part I, Line 1a First-class or charter travel Type of benefit (First class travel): Air travel other than coach class (typically business class) is allowed for travel to Alaska, Hawaii and destinations outside North America, or for necessary medical reasons (accompanied by appropriate supporting documentation), if the situation warrants it and with approval from a Dean or President's Leadership Council Member. Type of benefit (Charter travel): Travel on the University plane or other plane leased by the University requires approval by the President's Office. Recipients of the benefit and tax treatment: First class air travel and charter travel was provided to 16 persons included in Form 990, Part VII, Section A in 2015 and was reported as taxable compensation in those instances where there was not a business purpose for the travel.
Schedule J, Part I, Line 1a Travel for companions Type of benefit: Spouses of University employees are occasionally asked to travel on University business. Spousal travel reimbursement by the University requires approval by a Dean or President's Leadership Council Member or their authorized representative, and if the business purpose of the spousal travel is not properly documented, it is treated as taxable compensation to the employee. Recipients of the benefit and tax treatment: Travel for companions was provided to 7 persons included in Form 990 Part VII, Section A in 2015 and if the business purpose of the spousal travel was not properly documented, it was treated as taxable compensation to the employee.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments Type of benefit: Tax indemnification and gross-up payments may occasionally be provided to University employees . Recipients of the benefit and tax treatment: A gross-up payment was provided to 2 persons included in Form 990, Part VII. Section A in 2015 and was reported as taxable compensation in those instances.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use Type of Benefit/Recipients of the benefit and tax treatment: Housing was provided to 3 persons included on Form 990, Part VII, Section A, in 2015 . All individuals are members of the CSC Religious Order and live in University dormitories or campus apartments while providing guidance to students for the convenience of the University. As a result the housing benefit to these 3 individuals was not included in gross income of the recipients under Section 119 of the Internal Revenue Code.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees Type of benefit: Social club dues are occasionally paid on behalf of employees of the University, and these dues are added to the individual's income to reflect personal use (as reported on an annual basis). Recipients of the benefit and tax treatment: Social club dues were provided to 9 persons included in Form 990, Part VII, Section A in 2015 and were reported as taxable compensation in all of those instances.
Schedule J, Part I, Line 4a Severance or change-of-control payment a(i)-Termination payment of $2,054,742 was made during the reporting period to Charles J. Weis under a separation agreement.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan John Affleck-Graves, Executive Vice President, Thomas Burish, Provost, John W. Swarbrick, Athletic Director, Scott Malpass, Vice President and Chief Investment Officer, and Michael Donovan, Managing Director for Private Capital Investments participated in nonqualified deferred compensation arrangements under Internal Revenue Code Section 457(f) during calendar 2015. Affleck-Graves received an accrued benefit of $120,800 in 2015. Burish received an accrued benefit of $287,113 under his nonqualified deferred compensation plan in 2015. Swarbrick received an accrued benefit of $50,000 during that calendar year . Malpass received an accrued benefit of $1,500,000 in 2015. Donovan received an accrued benefit of $617,172 in 2015. The accrued benefit and related earnings vest to Affleck-Graves, Burish, and Swarbrick at the end of the term of each plan (5 or 6 years) and over a 5 year period to Malpass and Donovan.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization a(i)-Scott Malpass, Vice President and Chief Investment Officer received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Malpass received $3,179,665 in calendar 2015 related to this program. 5a(ii) -Michael D. Donovan, Managing Director for Private Capital Investments received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Donovan received $1,251,462 in calendar 2015 related to this program. 5(a)(iii) - Louis M. Nanni , VP for University Relations, received incentive compensation which was in part related to exceeding fund-raising goals. Nanni received $106,000 in calendar 2015 related to this program.
Schedule J (Form 990) 2015
Additional Data


Software ID: 15000238
Software Version: 2015v3.0
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number
35-0868188
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A St Joseph County Indiana
  		35-6000194 79061ABK2 09-30-2009 153,953,342 See Part VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired ..................        
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 153,953,386      
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 953,386      
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............        
11 Other spent proceeds ............. 153,000,000      
12 Other unspent proceeds .............        
13 Year of substantial completion .............
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X              
15 Were the bonds issued as part of an advance refunding issue? .....   X            
16 Has the final allocation of proceeds been made? ..........   X            
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X              
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X              
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X              
c Are there any research agreements that may result in private business use of bond-financed property? ............. X              
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X              
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.05 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0.04 %      
6 Total of lines 4 and 5 ............. 0.09 %      
7 Does the bond issue meet the private security or payment test? ...   X            
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X              
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X            
b Exception to rebate? ........ X              
c No rebate due? .........   X            
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X            
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X            
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X            
7 Has the organization established written procedures to monitor the requirements of section 148? ... X              
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K, Part I General On February 5, 2015, the University fully redeemed the outstanding St. Joseph County, Indiana Educational Facilities Variable Rate Revenue Bonds, Series 2003, Series 2005, and Series 2007 with proceeds from the Series 2015 Taxable Fixed Rate Bonds. These refunded bonds are no longer outstanding as of the end of the tax year, and are no longer reported on Form 990 Schedule K. The University's Series 2009 Bonds remain outstanding as of the end of the tax year, and include a refunded portion of the Series 2005 Bonds ($110,000,000) which are subject to reporting requirements. The University continues to evaluate and quantify any private business use related to the original Series 2005 projects as reported in Part III of Form 990 Schedule K.
Schedule K, Part I, Column (f) Description of Purpose Total issue price of $153,953,341.65, comprised of an original issue premium of $7,388,341.65 and principal amount of $146,565,000 St. Joseph County, Indiana Educational Facilities Refunding Revenue Bonds, Series 2009 issued on September 30, 2009. Bond proceeds were used to refund the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 1998 dated October 1, 1998 and $110,000,000 of the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2005 dated December 8, 2005. The University continues to evaluate and quantify any private business use related to the original Series 2005 projects as reported in Part III of Form 990 Schedule K. Details of the refunded Series 2005 Bonds (of which a portion are outstanding in the Series 2009 Bonds) are as follows: $185,000,000 St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2005 were originally issued on December 8, 2005, with CUSIP number 79061ABA4. $110,000,000 of the Series 2005 Bonds were refunded by the St. Joseph County Series 2009 Bonds. $75,000,000 of the Series 2005 Bonds were converted from a weekly rate period to a term rate period commencing November 6, 2008, with a new CUSIP number 79061ABF3. On February 5, 2015, the remaining $75,000,000 Series 2005 Bonds were fully redeemed with taxable debt through the issuance of the Series 2015 Taxable Fixed Rate Bonds. Series 2005 Bond proceeds were originally used to refund the Indiana Health and Educational Facility Financing Authority Educational Facilities Revenue Bonds, Series 1995 dated August 9, 1995, to refund the St. Joseph County, Indiana Educational Facilities Revenue Bonds, Series 1996 dated September 12, 1996, and to refund a portion of the St. Joseph County, Indiana Variable Rate Educational Facilities Revenue Bonds, Series 2002 dated March 5, 2002. Proceeds were also utilized to finance and reimburse a portion of the costs of various campus improvements. Those improvements include (i) the construction of new roads along the south and east boundaries of the University's campus and the realignment of Angela Boulevard, Edison Road and Ivy Road in connection therewith, and the closing of Juniper Road, (ii) renovation and improvements to the Student Health Center, (iii) repair and regilding of the dome on top of the Administration Building, (iv) renovation and improvements to laboratory facilities within the Galvin Life Science Building, and (v) general construction and renovation projects.
Schedule K, Part II, Line 3 Total proceeds of issue Amount reported on Line 3 of $153,953,386 includes investment earnings and as a result, does not agree to issue price listed on Part I. The Series 2009 Bonds refunded the Series 1998 Bonds ($43,000,000) and a portion of the Series 2005 Bonds ($110,000,000 of $185,000,000). This amount reported includes the original issue price of $153,953,341.65 (including the original issue premium of $7,388,341.65, a portion of which is amortized each year) plus investment earnings of $44.66.
Schedule K, Part II, Line 10 Capital expenditures from proceeds Series 2009 was a refunding issue that did not fund capital expenditures.
Schedule K, Part II, Line 11 Other spent proceeds Amount reported represents the refunded Series 1998 Bonds ($43,000,000)and the portion of refunded Series 2005 Bonds ($110,000,000).
Schedule K, Part II, Line 13 Year of substantial completion The Series 2009 Bonds only refunded previous issues and did not finance capital expenditures. Therefore, response was left blank. As a point of reference, the 'Year of substantial completion' for the Series 2005 Bonds was 2010.
Schedule K, Part II, Line 16 Final allocation of proceeds The Series 2009 Bonds only refunded previous issues and did not finance capital expenditures. Therefore, response was indicated as "NO". The final allocation for the Series 2005 Bonds has been made by the University.
Schedule K, Part III, Line 2 Private Business Use - Lease Arrangements The Series 2009 Bonds refunded the Series 1998 Bonds and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds.
Schedule K, Part III, Line 3b Private Business Use Internal General Counsel routinely reviews agreements and External counsel is engaged when appropriate to review agreements.
Schedule K, Part III, Line 3d Private Business Use Internal General Counsel routinely reviews agreements and External counsel is engaged when appropriate to review agreements.
Schedule K, Part III, Line 4 Private Business Use Percentage The University reported the private business use percentages in Part III of Schedule K after reviewing the private business activity on campus. The University's intent upon issuance of the bonds was that equity contributions would first be allocated to any potential private business use in the financed facilities. The University financed a number of infrastructure/renovation projects that met the criteria as Qualified Improvement Exceptions. The Series 2009 Bonds refunded the Series 1998 and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds.
Schedule K, Part III, Line 5 Private Business Use Percentage The University reported the private business use percentages in Part III of Schedule K after reviewing the private business activity on campus. The University's intent upon issuance of the bonds was that equity contributions would first be allocated to any potential private business use in the financed facilities. The University financed a number of infrastructure/renovation projects that met the criteria as Qualified Improvement Exceptions. The Series 2009 Bonds refunded the Series 1998 and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds.
Schedule K, Part IV, Line 2a Arbitrage The Series 2009 Bonds refunded the University's Series 1998 Bonds and a portion of the Series 2005 Bonds. The Series 1998 Bonds met the spend-down requirement, thereby qualifying for an exception to rebate. The Series 2005 Bonds also qualified for an exception to rebate based on meeting the spend-down requirement.
Schedule K, Part IV, Line 2b Arbitrage The Series 2009 Bonds refunded the University's Series 1998 Bonds and a portion of the Series 2005 Bonds. The Series 1998 Bonds met the spend-down requirement, thereby qualifying for an exception to rebate. The Series 2005 Bonds also qualified for an exception to rebate based on meeting the spend-down requirement.
Schedule K, Part IV, Line 2c Arbitrage The Series 2009 Bonds refunded the University's Series 1998 Bonds and a portion of the Series 2005 Bonds. The Series 1998 Bonds met the spend-down requirement, thereby qualifying for an exception to rebate. The Series 2005 Bonds also qualified for an exception to rebate based on meeting the spend-down requirement.
Schedule K, Part III, Line 3a Private Business Use - Management or Service Contracts The Series 2009 Bonds refunded the Series 1998 Bonds and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds.
Schedule K, Part III, Line 3c Private Business Use - Research Agreements The Series 2009 Bonds refunded the Series 1998 Bonds and a portion of the Series 2005 Bonds. Schedule K does not require consideration of the projects financed by the Series 1998 Bonds. In prior years, private business use percentages were reflected within the Series 2005 Bonds. The Series 2005 Bonds no longer remain outstanding after the taxable refunding with the Series 2015 Bonds in February 2015. Private business use previously reflected under the Series 2005 Bonds is now reflected under the Series 2009 Bonds.
Schedule K (Form 990) 2015

Additional Data


Software ID: 15000238
Software Version: 2015v3.0

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
(1)  
  		  223,610 Qualified tuition reduction Financial Aid
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2015
Schedule L (Form 990 or 990-EZ) 2015
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) The Circle Up Experience
  		35% Controlled Entity of a Family Member of Officer/Trustee John Affleck-Graves 234,676 The Circle Up Experience provided leadership training and consulting services to several University departments.   No
(2) Pamela Burish
  		Spouse of Officer/Trustee Thomas Burish 43,740 Compensation from University to Mrs. Burish as an Adjunct Instructor and Fellow for the Institute for Educational Initiatives.   No
(3) Alexander John Sejdinaj
  		Son of Former Officer John A. Sejdinaj 33,704 Compensation from University to Mr. Alexander Sejdinaj as a Business Intelligence Associate for Information Technology.   No
(4) University Employee (See Column (B))
  		Employee is a family member of a substantial contributor to the University 36,000 Salary paid to a University employee who is a family member of a substantial contributor   No
(5) SynGlyphX Holdings Inc
  		SynGlyphX Holdings, Inc. is at least a 35% controlled entity of Trustee John Jordan 1,875,000 Initial capital investment in Admissions GlyphX, LLC, a joint venture between the University and SynGlyphX Holdings, Inc.   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 33 0 NONE
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 0 NONE
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 877 86,913,181 Selling cost
10 Securities—Closely held stock . X 7 3,179,136 Selling cost
11 Securities—Partnership, LLC,
or trust interests .... 		X 1 0 NONE
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential . X 1 2,450,000 Opinions of experts
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( OTHER ) X 185 0 NONE
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
18
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I Column (b) The amounts shown for "Number of contributions or items contributed" represent number of contributions, not the number of items contributed.
Schedule M, Part I, Line 33 Column (c) Explanation Other than for gifted securities, the University's policy is to record as revenue only those non-cash contributions in excess of one million dollars, if supported by an appraisal from qualified third party. For gifted securities, the University records the proceeds received upon liquidation, broken down between contribution (for the value at date of gift) and gain or loss (for the difference between contribution and proceeds). For gifted securities of closely held stock, the University records a token value of one dollar, unless furnished with an appraisal from a qualified third party appraiser. However, the University will record liquidation proceeds for closely held stock if the University can obtain confirmation from the company that the company will purchase the shares at a specified price in the near future.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions As the need arises, the University may use third parties to sell certain types of non-cash contributions, such as real estate.
Schedule M (Form 990) (2015)

Additional Data


Software ID: 15000238
Software Version: 2015v3.0
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Return Reference Explanation
Form 990, Part III, Line 4d Description of other program services (Expenses $ 106,202,383 including grants of $ 712,622)(Revenue $ 14,831,333) Academic support - The University operates library facilities containing approximately 3,300,000 volumes, serving the University and the local community. The University publishes numerous academic periodicals and volumes and operates a museum of art housing over 27,000 works.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 29,030,644 including grants of $ 6,964,603)(Revenue $ 6,611,511) Public service - The University's Institute for Educational Initiatives strives to improve the K-12 education of all young people, particularly the disadvantaged through a variety of programs. The largest such program is the ACE program, a two-year service program offering college graduates the opportunity to serve as full-time teachers in under-resourced schools across the United States and several foreign countries. Additionally, the University provides volunteers and financial support for other organizations, both directly and through its Donor Advised Fund Program.
Form 990, Part VI, Line 15 Description of Officers/Identifying of Officers The Compensation Committee of the Board of Trustees develops, in conjunction with the President, Executive Vice President, and Vice President of Human Resources, an overall Total Reward Philosophy for Key Employees, which supports the University's overall mission, and shall recommend such Total Reward Philosophy to the Board for approval. The Committee acts on behalf of the Board to implement the executive compensation policy, approve executive compensation levels, adopt a benefit and perquisite policy, and justify reasonable compensation paid to the President, Executive Vice President, and Provost of the University, and other persons who are "disqualified persons" under Internal Revenue Code Section 4958 (intermediate sanctions). The Committee researches competitive and reasonable annual base salary levels, annual incentive plans, executive benefit plans, welfare benefits and supplemental benefits of the named executives and other key individuals. Upon completion of the research, the Committee approves the specific levels and amounts of total rewards that will be paid to, or provided for the benefit of, the named executives and other key individuals. The Committee examines the reasonableness of compensation levels. In so doing, the Committee assesses the nature and scope of the position by reviewing the basis on which compensation was paid. This includes a review of compensation for, but not limited to, exceptional performance, additional duties, and/or the unique background, experiences, personal skills and the abilities of the executive, as well as special challenges facing the University that require the use of such attributes or skills. The Committee's evaluation includes valid market data provided by an independent third party consultant that details each compensation component and the total package in light of the University's executive compensation philosophy. The Committee conducts such examination to be able to establish a presumption under Section 4958 that the total reward package offered to "disqualified persons" is reasonable.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons John J. Brennan, Trustee and Scott C. Malpass, Trustee - Business relationship, Thomas J. Crotty, Jr, Trustee and Thomas Maheras, Trustee - Business relationship, Scott C. Malpass, Trustee and J. Christopher Reyes, Trustee - Business relationship, Richard C. Notebaert, Trustee and Sara Martinez Tucker, Trustee - Business relationship, Andrew McKenna, Jr., Trustee, J. Christopher Reyes, Trustee and Richard Notebaert, Trustee - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body After internal review of the completed Form 990 and external review by the University's outside tax accountants (PricewaterhouseCoopers), the return is presented to the University's Tax Strategy Committee, which includes University officers (Executive Vice President, Vice President for Finance and General Counsel), the Chief Audit Executive, the Controller and members of his tax and compliance staff, and PricewaterhouseCoopers. Following this internal process, the return is presented for review to the Audit Committee of the Board of Trustees, who review the return and discuss it at a meeting prior to filing the return. Upon completion of their review, it is provided to the full Board of Trustees, also prior to the filing of the return.
Form 990, Part VI, Line 12c Conflict of interest policy All faculty, staff and students who are in a position to influence or commit resources of the University of Notre Dame are considered "members" who must complete and submit on no less than an annual basis a Conflict of Interest Disclosure Survey. Such surveys are evaluated by the appropriate "Reviewer". Each member's Reviewer depends on whether they are faculty, staff, department chair, or dean but ultimately all actual, potential, and perceived conflicts of interest are reviewed by the University Conflicts Committee. The Reviewer determines whether an actual, potential, or perceived conflict of interest exists and makes a recommendation to the University Conflicts Committee as to what conditions or restrictions, if any, should be imposed by the University to manage, reduce, or eliminate such conflicts. The Reviewer, with input from the member if needed develops a Management Plan for submission to the University Conflicts Committee. The University Conflicts Committee then makes a decision regarding disposition of a disclosure based on the Reviewer's recommendation, the details regarding the Member's actual, potential, or perceived conflict of interest, and the proposed Management Plan. Members of the University's Board of Trustees are governed by a separate conflict of interest policy and must disclose all financial interests and material facts pertinent to any potential conflict on their annual Conflict of Interest statement (or whenever potential conflicts arise) to the Audit Committee of the Board. This policy is coordinated, administered, reviewed, and monitored by the University's internal Audit & Advisory Services department. After any discussion or presentation of the financial interests and material facts to the Audit Committee, the individual must recuse himself/herself during the discussion of, and voting on, the potential conflict. The Audit Committee shall assess whether the potential conflict is reasonable and the result of arms-length negotiation conforming to the University's written policies, as well as if the action furthers the University's charitable purposes and is in the best interests of the University. The Chairman of the Audit Committee shall, if appropriate, appoint a disinterested person or Committee to investigate alternatives to the proposed transaction or arrangement. Should the Audit Committee have reason to believe a Trustee-member has failed to disclose all financial interests and material facts pertinent to a potential conflict of interest, it shall inform the individual of such, and afford the individual the opportunity to further explain all interests and facts pertinent to the potential conflict. If it is determined that an individual has not disclosed all financial interests and material facts pertinent to an actual or potential conflict of interest, corrective action shall be taken as deemed appropriate. The minutes of any meeting of the University's Board of Trustees or other governing board of the University considering a conflict of interest including committees and sub-committees of such boards, shall include the names of those present for discussion and voting, as well as those recused from the discussion and voting, on any transaction, arrangement, relationship, or other action involving a potential conflict of interest.
Form 990, Part VI, Line 19 Required documents available to the public The University makes its governing documents (https://www.nd.edu/assets/docs/bylaws.pdf, https://www.nd.edu/assets/docs/statutes.pdf) and financial statements (http://controller.nd.edu/annual - reports/) available to the public on the University's website. Notre Dame makes its conflict of interest policy that applies to all employees available to the public by posting it on the University's website (http://generalcounsel.nd.edu/conflict-of-interest-policy). This information, as well as copies of Form 990 and Form 990 - T, is also available upon request. Form 990 is also available on the charity websites Guidestar (http://www2.guidestar.org/) and Charity Navigator (www.charitynavigator.org/) . Notre Dame does not make its trustees' conflict of interest policy available to the public .
Form 990, Part VII, Section A, Line 5 Compensation from an Unrelated Organization a) The current head football coach is permitted to receive compensation from external sources with prior written approval from the University. The University is not a party to any agreements between the coach and any third party for the payment of compensation to the coach, and the coach does not provide services to the University as a result of any such agreements. Therefore, any external income that the coach may receive is not reported for purposes of the University's response to the question raised on Form 990 Part VII Line 5. b) Other reportable compensation: Name: Michael P. Brey Unrelated Organization: Play by Play Sports Type: Cash Compensation: $1,150,000 Name: Muffet McGraw Unrelated Organization: Play by Play Sports Type: Cash Compensation: $300,000
Form 990, Part VIII, Line 2f Other Program Service Revenue All other program service revenue - Total Revenue: 7919477, Related or Exempt Function Revenue: 7919477, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 8185986, Related or Exempt Function Revenue: 8185986, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Net gain/(loss) on debt-related derivative instruments - -45302963; Change in value of split-interest agreements - -6755875; Net pension and postretirement benefits-related changes - -19276437; Other non-operating changes in net assets - -41645715;
Form 990, Part I and Part III, Line 1 Organization's Mission The University of Notre Dame is a Catholic academic community of higher learning, animated from its origins by the Congregation of Holy Cross. The University is dedicated to the pursuit and sharing of truth for its own sake. As a Catholic university, one of its distinctive goals is to provide a forum where, through free inquiry and open discussion, the various lines of Catholic thought may intersect with all the forms of knowledge found in the arts, sciences, professions, and every other area of human scholarship and creativity. The intellectual interchange essential to a university requires, and is enriched by, the presence and voices of diverse scholars and students. The Catholic identity of the University depends upon, and is nurtured by, the continuing presence of a predominant number of Catholic intellectuals. This ideal has been consistently maintained by the University leadership throughout its history. What the University asks of all its scholars and students, however, is not a particular creedal affiliation, but a respect for the objectives of Notre Dame and a willingness to enter into the conversation that gives it life and character. Therefore, the University insists upon academic freedom that makes open discussion and inquiry possible. The University prides itself on being an environment of teaching and learning that fosters the development in its students of those disciplined habits of mind, body, and spirit that characterize educated, skilled, and free human beings. In addition, the University seeks to cultivate in its students not only an appreciation for the great achievements of human beings but also a disciplined sensibility to the poverty, injustice and oppression that burden the lives of so many. The aim is to create a sense of human solidarity and concern for the common good that will bear fruit as learning becomes service to justice. Notre Dame also has a responsibility to advance knowledge in a search for truth through original inquiry and publication. This responsibility engages the faculty and students in all areas of the University, but particularly in graduate and professional education and research. The University is committed to constructive and critical engagement with the whole of human culture. The University encourages a way of living consonant with a Christian community and manifest in prayer, liturgy and service. Residential life endeavors to develop that sense of community and of responsibility that prepares students for subsequent leadership in building a society that is at once more human and more divine. Notre Dame's character as a Catholic academic community presupposes that no genuine search for the truth in the human or the cosmic order is alien to the life of faith. The University welcomes all areas of scholarly activity as consonant with its mission, subject to appropriate critical refinement. There is, however, a special obligation and opportunity, specifically as a Catholic university, to pursue the religious dimensions of all human learning. Only thus can Catholic intellectual life in all disciplines be animated and fostered and a proper community of scholarly religious discourse be established. In all dimensions of the University, Notre Dame pursues its objectives through the formation of an authentic human community graced by the Spirit of Christ.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID: 15000238
Software Version: 2015v3.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
University of Notre Dame du Lac
 
Employer identification number

35-0868188
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) BCMR Feeder-TE GP LLC
518 17th Street
Suite 1700
Denver,CO802024130
 Feeder fund DE 11,168 157,892 University of Notre Dame du Lac
 
(2) Dynamo Brasil III LLC
Corporation Trust Center
1209 Orange St
Wilmington,DE19801
 Investments DE 0 86,527,852 University of Notre Dame du Lac
 
(3) ND Properties I LLC
Controllers Office
731 Grace Hall
Notre Dame,IN46556
27-1677880 		Rental real estate IN 0 12,288,803 University of Notre Dame du Lac
 
(4) NDI Gateway LLC
203 Main Building
Notre Dame,IN46656
47-2320410 		Foreign educational activities IN 0 249,957 University of Notre Dame du Lac
 
(5) Santa Fe Interests LLC
Controllers Office
724 Grace Hall
Notre Dame,IN46556
20-3977995 		Rental real estate DE 0 50,036,186 University of Notre Dame du Lac
 


Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Association of Notre Dame Clubs Inc
Controllers Office
731 Grace Hall
Notre Dame,IN46556
31-1050144 		Alumni association IN 501(c)(3 Type III-FI University of Notre Dame du Lac
 
Yes
 
(2)Fundacion University of Notre Dame Chile
Av Vicuna Mackenna 4860
Macul Programas Internacionales
Santiago    
CI
Study abroad program CI 501(c)(3   University of Notre Dame du Lac
 
Yes
 
(3)The University of Notre Dame (USA) in England
1 Suffolk Street
London   SW1Y4HG
UK
Study abroad program UK 501(c)(3   University of Notre Dame du Lac
 
Yes
 
(4)University of Notre Dame du Lac Gillen Foundation
Controllers Office
731 Grace hall
Notre Dame,IN46556
23-7125378 		Research facility operations MI 501(c)(3 Type I University of Notre Dame du Lac
 
Yes
 
(5)Voice of the Fighting Irish Inc
Controllers Office
731 Grace Hall
Notre Dame,IN46556
31-1135580 		Radio station IN 501(c)(3 Type I University of Notre Dame du Lac
 
Yes
 




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) IPND Leverage Lender LLC

Controllers Office
724 Grace Hall
Notre Dame,IN46556
27-1678084 		Finance IN University of Notre Dame du Lac
  		Excluded 477,082 14,505,705   No   Yes   99.9 %
(2) Magna NYC Co-Investment LP

300 Centerville Road
Suite 300 East
Warwick,RI02886
26-1523052 		Real estate investment DE GP Magna NYC Co-Investment LLC
  		Excluded -94,292 64,574,987   No     No 80.18 %
(3) Merit Energy Partners VIII LP

13727 Noel Rd
Suite 1200
Dallas,TX75240
75-2530212 		Direct energy investments DE Merit Partners LP
  		Excluded 10,099,172 100,592,175   No     No 80.07 %
(4) Qiming II Investor Holdings LLC

350 106th Ave NE
First Floor
Bellevue,WA98004
27-0464551 		Feeder fund WA University of Notre Dame du Lac
  		Excluded 175,633 3,261,071   No   Yes   100 %
(5) Thor Palmer House Co-Investor LP

25 West 39th Street
11th Floor
New York,NY10018
20-3283109 		Real estate investment DE Thor Palmer House Co-Investor GP LLC
  		Excluded 490,166 44,318,491   No     No 68.72 %
(6) Bridgewater Corporate Bond Fund LLC

One Glendenning Place
Westport,CT06880
52-2317130 		Investments DE Bridgewater Associates LP
  		Excluded 6,274,251 147,249,903   No     No 78.95 %
(7) NDFPR LP

PO Box 194170
San Francisco,CA941194170
61-1769730 		Investments DE BART Partners VIII LLC
  		Excluded 244,918 48,334,102   No     No 99.8 %
(8) VMG Stone Brewing Coinvestment LP

39 Mesa Street
Suite 310
San Francisco,CA94129
81-2802402 		Investments DE VMG Partners III GP LP
  		Excluded       No     No 64.8 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) BCMR Feeder-TE LP

518 17th Street
Suite 1700
Denver,CO80202
98-0582629 		Feeder fund CA University of Notre Dame du Lac
  		C Corporation -90,968 16,919,395   Yes  
(2) Bradley-DeBartolo Inc

Controllers Office
731 Grace Hall
Notre Dame,IN46556
34-1765932 		Real estate owner/lessor OH University of Notre Dame du Lac
  		C Corporation 0 0   Yes  
(3) Kingdom Ridge Capital Fund Ltd

81 Main Street
Suite 209
White Plains,NY10601
 Feeder fund CJ University of Notre Dame du Lac
  		C Corporation -3,188,796 115,757,662   Yes  
(4) Sessa Capital (International) Ltd

c/o Intertrust Corp Svcs Cayman LTD
190 Elgin Ave
George Town,Grand CaymanE9KYI9005
CJ
Investments CJ University of Notre Dame du Lac
  		C Corporation -554,874 49,432,284   Yes  
(5) Sorin Management Ltd

c/o Apex Fund Services Ltd 4th Fl
Raffles Tower 19 Cyber City
Ebene    
MP
Investments MP University of Notre Dame du Lac
  		C Corporation 333,139 51,413,008   Yes  
(6) TDR Capital II C Holdings LP

50 Lothian Rd
Festival Square
Edinburgh   EH39WJ
UK
98-0648852 		Feeder fund UK University of Notre Dame du Lac
  		C Corporation 6,549,458 24,049,737   Yes  
(7) Tegean Offshore Fund Ltd

c/o Tegean Capital Management LLC
140 E 45th St 37th Floor
New York,NY100177157
 Feeder fund CJ University of Notre Dame du Lac
  		C Corporation 5,589,838 85,931,132   Yes  
(8) Charitable remainder trusts (52)

 
 
Split-interest trusts in which Notre Dame is trustee and remainder beneficiary IN University of Notre Dame du Lac
  		Trust         No
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) BCMR Feeder-TE LP

 S 1,105,669 Amount received
(2) Bridgewater Corporate Bond Fund LLC

 B 8,737,525 Funding provided
(3) NDFPR LP

 B 50,000,000 Funding provided
(4) Kingdom Ridge Capital Fund Ltd

 S 10,000,000 Amount received
(5) Magna NYC Co-Investment LP

 S 3,356,706 Amount received
(6) Merit Energy Partners VIII LP

 S 4,950,000 Amount received
(7) Merit Energy Partners VIII LP

 B 10,500,000 Funding provided
(8) Qiming II Investor Holdings LLC

 B 100,000 Funding provided
(9) Qiming II Investor Holdings LLC

 S 391,075 Amount received
(10) Sorin Management Ltd

 B 10,003,257 Funding provided
(11) TDR Capital II C Holdings LP

 S 6,292,819 Amount received
(12) Thor Palmer House Co-Investor LP

 S 4,600,001 Amount received
(13) VMG Stone Brewing Coinvestment LP

 B 58,640,144 Funding provided
(14) Fundacion University of Notre Dame Chile

 B 196,876 Funding provided
(15) The University of Notre Dame in England

 B 7,491,869 Funding provided/expenses incurred
(16) The University of Notre Dame in England

 R 5,419,599 Remitted revenues collected on behalf of org
(17) Charitable remainder trusts (4)

 S 1,112,967 Remainder interest received
(18) University of Notre Dame Gillen Foundation

 B 703,189 Funding provided
(19) Voice of the Fighting Irish Inc

 B 88,865 Funding provided
(20) IPND Leverage Lender LLC

 S 125,609 Amount received
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

Additional Data


Software ID: 15000238
Software Version: 2015v3.0






TY 2015 AffiliatedGroupSchedule
Name:
University of Notre Dame du Lac
EIN:
35-0868188
Software ID:
15000238
Software Version:
2015v3.0
Affiliated Group Business Name:
University of Notre Dame du Lac
Address. Either US or Foreign Type:
Controllers Office 724 Grace Hall
Notre Dame, IN46556    
EIN:
35-0868188
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
358,461
Total Lobbying Expenditures:
358,461
Other Exempt Purpose Expenditures:
1,156,792,645
Total Exempt Purpose Expenditures:
1,157,151,106
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
University of Notre Dame Gillen Foundation
Address. Either US or Foreign Type:
Controllers Office 724 Grace Hall
Notre Dame, IN46556    
EIN:
23-7125378
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
760,105
Total Exempt Purpose Expenditures:
760,105
Lobbying Nontaxable Amount:
139,016
Grassroots Nontaxable Amount:
34,754
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
Voice of the Fighting Irish Inc
Address. Either US or Foreign Type:
Controllers Office 724 Grace Hall
Notre Dame, IN46556    
EIN:
31-1135580
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
88,064
Total Exempt Purpose Expenditures:
88,064
Lobbying Nontaxable Amount:
17,613
Grassroots Nontaxable Amount:
4,403
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0