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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023
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 $ 15,069,177,602
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 42
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 38
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 18,082
6 Total number of volunteers (estimate if necessary) ............. 6 1,911
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 21,324,641
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 646,726,306 587,575,975
9 Program service revenue (Part VIII, line 2g) ......... 1,173,732,187 1,194,015,471
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,668,681,159 801,006,304
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 6,408,847 8,270,585
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 3,495,548,499 2,590,868,335
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 449,067,525 499,349,890
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 829,406,699 921,921,564
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet63,136,177    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 604,824,609 625,444,772
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,883,298,833 2,046,716,226
19 Revenue less expenses. Subtract line 18 from line 12....... 1,612,249,666 544,152,109
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 24,599,540,506 24,762,525,400
21 Total liabilities (Part X, line 26)............. 4,454,865,615 4,511,672,497
22 Net assets or fund balances. Subtract line 21 from line 20..... 20,144,674,891 20,250,852,903
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 (2021)
Form 990 (2021)
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. See explanation for Form 990, Part I, Line 1- Organization's Mission above.
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 $ 1,389,769,589 including grants of $ 486,024,713 ) (Revenue $ 848,443,091 )
Academic Programs & Research - Provided academic instruction, support services, and public service and research opportunities to over 13,000 undergraduate and graduate students pursuing courses of study within six undergraduate colleges, a business school, a law school, an architecture school, a school of global affairs, and graduate school. Instructional activities resulted in the conferral of nearly 3,900 baccalaureate, master's, doctoral, and professional degrees. Academic support services included providing world-class library facilities, the publishing of numerous academic periodicals and volumes, and the operation of a museum of art. Public service activities included programs aimed at providing students with service opportunities as well as University financial support for other non-profit organizations, both directly and through its donor advised fund program. Finally, University researchers administered nearly 1,500 awards for studies based within the disciplines of engineering, science, and humanities.
4b (Code:   ) (Expenses $ 356,491,716 including grants of $ 13,325,177 ) (Revenue $ 353,593,659 )
Auxiliary enterprises - Provided services to the University community, its guests and other patrons including food services, student and visitor lodging, laundry services, event management services, and multiple recreational facilities. Administered the University Intercollegiate athletics program that enabled student-athletes to compete in twenty-six sports programs at the NCAA Division I level.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,746,261,305
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
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
List of Attached Documents:
// Content
.........................
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 IIIClick to see attachment
List of Attached Documents:
// Content
..............
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 IV..............
9
 
No
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
List of Attached Documents:
// Content
......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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...................
19
 
No
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
 
 
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
Yes
 
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
List of Attached Documents:
// Content
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
20,574
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
18,082
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: MediumBulletEI , IS , IT , KE , LU , AS , MP , NL , SW , UK , BR , CA , CI , CH
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
4
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
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
Yes
 
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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
42
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
38
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
 
No
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
Yes
 
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 on 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 on 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 on 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
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
MediumBulletBecky LaskowskiControllers Office 724 Grace Hall   Notre Dame,IN46556 (574) 631-7575
Form 990 (2021)
Form 990 (2021)
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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) Rev John I Jenkins CSC PhD
 
President, Fellow & Trustee
 40.0
.................
0 		X   X       1,487,080 0 120,241
(2) Andrew J McKenna Jr
 
Trustee
 2.0
.................
0 		X           0 0 0
(3) Anne E Thompson
 
Trustee
 2.0
.................
0 		X           0 0 0
(4) Byron O Spruell
 
Trustee
 3.0
.................
0 		X           0 0 0
(5) Carlos J Betancourt
 
Trustee
 2.0
.................
0 		X           0 0 0
(6) Carol Hank Hoffmann
 
Trustee
 2.0
.................
0 		X           0 0 0
(7) Celeste Volz Ford
 
Trustee
 2.0
.................
0 		X           0 0 0
(8) Cindy K Parseghian
 
Trustee
 2.0
.................
0 		X           0 0 0
(9) Clare Stack Richer
 
Trustee
 2.0
.................
0 		X           0 0 0
(10) Danielle W Merfeld
 
Trustee
 2.0
.................
0 		X           0 0 0
(11) Dorene C Dominguez
 
Trustee
 2.0
.................
0 		X           0 0 0
(12) J Christopher Reyes
 
Trustee
 3.0
.................
0 		X           0 0 0
(13) James C Parsons
 
Trustee
 2.0
.................
0 		X           0 0 0
(14) James F Flaherty III
 
Fellow & Trustee
 3.0
.................
0 		X           0 0 0
(15) James J Dunne III
 
Trustee
 3.0
.................
0 		X           0 0 0
(16) Jennifer F Scanlon
 
Trustee
 3.0
.................
0 		X           0 0 0
(17) John B Veihmeyer
 
Trustee
 2.0
.................
0 		X           0 0 0
Form 990 (2021)
Form 990 (2021)
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) John J Brennan
 
Fellow & Trustee
 4.0
.......................0 		X           0 0 0
(19) John J Coyle
 
Trustee
 2.0
.......................0 		X           0 0 0
(20) Justin R Liu
 
Trustee
 2.0
.......................0 		X           0 0 0
(21) Karen McCartan DeSantis
 
Trustee
 2.0
.......................0 		X           0 0 0
(22) Kenneth C Ricci
 
Trustee
 3.0
.......................0 		X           0 0 0
(23) Lois K Folger
 
Trustee
 2.0
.......................0 		X           0 0 0
(24) Martin W Rodgers
 
Trustee
 2.0
.......................0 		X           0 0 0
(25) Michael G O'Grady
 
Trustee
 2.0
.......................0 		X           0 0 0
(26) Nathan O Hatch
 
Trustee
 2.0
.......................0 		X           0 0 0
(27) Paulita A Pike
 
Trustee
 2.0
.......................0 		X           0 0 0
(28) Phyllis W Stone
 
Trustee
 2.0
.......................0 		X           0 0 0
(29) Rev Daniel G Groody CSC MDiv PhD
 
VP & Associate Provost, Fellow & Trustee
 40.0
.......................0 		X           284,289 0 13,691
(30) Rev Jose E Ahumada F CSC
 
Fellow & Trustee
 2.0
.......................0 		X           0 0 0
(31) Rev Paul V Kollman CSC
 
Professor & Trustee
 40.0
.......................0 		X           146,681 0 20,076
(32) Rev Robert A Dowd CSC MDiv PhD
 
VP & Associate Provost, Fellow & Trustee
 40.0
.......................0 		X           318,514 0 20,076
(33) Rev Thomas P Looney CSC
 
Fellow & Trustee
 2.0
.......................0 		X           0 0 0
(34) Rev William M Lies CSC
 
Fellow & Trustee
 2.0
.......................0 		X           0 0 0
(35) Sara Martinez Tucker
 
Fellow & Trustee
 3.0
.......................0 		X           0 0 0
(36) Shayla Keough Rumely
 
Fellow & Trustee
 2.0
.......................0 		X           0 0 0
(37) Stephanie A Gallo
 
Trustee
 3.0
.......................0 		X           0 0 0
(38) Stephen J Brogan
 
Fellow & Trustee
 2.0
.......................0 		X           0 0 0
(39) Tanya M Kne
 
Trustee
 2.0
.......................0 		X           0 0 0
(40) Thomas G Maheras
 
Trustee
 3.0
.......................0 		X           0 0 0
(41) Timothy F Sutherland
 
Fellow & Trustee
 2.0
.......................0 		X           0 0 0
(42) Tracy D Graham
 
Trustee
 2.0
.......................0 		X           0 0 0
(43) John T McGreevy PhD
 
Provost
 40.0
.......................0 		    X       524,728 0 145,773
(44) Marianne Corr JD
 
VP & General Counsel
 40.0
.......................2.0 		    X       782,686 0 43,824
(45) Michael D Donovan JD MBA
 
VP & Chief Investment Officer
 40.0
.......................1.0 		    X       3,176,947 0 39,612
(46) Shannon B Cullinan MBA
 
Executive Vice President
 40.0
.......................2.0 		    X       755,671 0 279,262
(47) John B Swarbrick Jr JD
 
VP & Director of Athletics
 40.0
.......................0 		      X     1,602,523 0 256,426
(48) Marcus Freeman
 
Head Coach, Football
 40.0
.......................0 		        X   6,629,205 0 58,549
(49) Mark C Krcmaric JD MBA
 
Managing Director & Chief Operating Officer, Investment Office
 40.0
.......................0 		        X   1,364,469 0 50,433
(50) Michael P Brey
 
Head Coach, Basketball
 40.0
.......................0 		        X   2,706,048 0 190,401
(51) Thomas K Rees
 
Offensive Coordinator, Football
 40.0
.......................0 		        X   1,846,255 0 39,877
(52) Timothy W Dolezal
 
Managing Director, Investment Office
 40.0
.......................0 		        X   1,708,211 0 676,389
(53) Marie Lynn Miranda PhD
 
Former Provost
 40.0
.......................0 		          X 874,779 0 84,042
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 24,208,086 0 2,038,672
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 MediumBullet1,699
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
 
No
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
Bulley rews

1755 West Armitage Ave
Chicago,IL606221189 		Construction 21,309,166
Ziolkowski Construction Inc

4050 Ralph Jones Drive
South Bend,IN466289408 		Construction 16,212,140
Premise Health Employer Solutions LLC

5500 Maryland Way
Suite 200
Brentwood,TN370274973 		Medical 12,814,920
R&R Excavating Inc

2010 Went Avenue
Mishawaka,IN465456447 		Construction 11,371,744
Ideal Consolidated Inc

1125 South Walnut St
South Bend,IN466194303 		Mechanical Contractor 9,264,105
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet287
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues..1b 0
c Fundraising events..1c 1,466,156
d Related organizations1d 0
e Government grants (contributions)1e 135,962,455
f All other contributions, gifts, grants, and similar amounts not included above1f 450,147,364
g Noncash contributions included in lines 1a - 1f:$ 1g 72,569,176
h Total. Add lines 1a-1f.......MediumBullet 587,575,975
Program Service RevenueAmt Business Code
2a Student tuition and fees 611310 766,315,208 766,315,208 0 0
b Auxiliary enterprises 611710 353,593,659 338,741,386 14,852,273 0
c Research contracts (gov't and non-gov"t) 611310 36,758,743 36,525,332 233,411 0
d Educational programs 900099 21,501,359 21,501,359 0 0
e Student services 611710 6,254,389 6,254,389 0 0
f All other program service revenue. 9,592,113 8,807,526 784,587 0
g Total. Add lines 2a–2f .....MediumBullet 1,194,015,471
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 248,188,874 0 4,900,130 243,288,744
4 Income from investment of tax-exempt bond proceedsMediumBullet 0 0 0 0
5 Royalties...........MediumBullet 2,609,373 0 0 2,609,373
(ii) Personal (i) Real
6a Gross rents 0 12,094,521 6a
b Less: rental expenses 0 13,527,977 6b
c Rental income or (loss) 0 -1,433,456 6c
d Net rental income or (loss).......MediumBullet -1,433,456 0 0 -1,433,456
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 5,360,882 13,010,918,125 7a
b Less: cost or other basis and sales expenses 460,483 12,463,001,094 7b
c Gain or (loss) 4,900,399 547,917,031 7c
d Net gain or (loss).........MediumBullet 552,817,430 0 6,758 552,810,672
8a Gross income from fundraising events (not including $ 1,466,156of contributions reported on line 1c). See Part IV, line 18 ....
8a 393,102
b Less: direct expenses ... 8b 1,319,713
c Net income or (loss) from fundraising events..MediumBullet -926,611 0 -926,611
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0 0 0 0
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0 0 0 0
Business Code Miscellaneous Revenue
11a Alumni Association 900099 2,130,027 1,644,192 485,835 0
b Marketing Communications 519190 2,108,707 2,108,707 0 0
c Parking 812930 446,624 384,977 61,647 0
d All other revenue .... 3,335,921 3,335,921 0 0
e Total. Add lines 11a–11d ...... MediumBullet 8,021,279
12 Total revenue. See instructions.....MediumBullet 2,590,868,335 1,185,618,997 21,324,641 796,348,722
Form 990 (2021)
Form 990 (2021)
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 .... 57,127,104 57,127,104
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 424,892,122 424,892,122
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 17,330,664 17,330,664
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 10,605,422 2,095,407 8,035,177 474,838
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........ 699,920,556 591,485,951 75,171,704 33,262,901
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 57,059,194 44,361,215 9,619,781 3,078,198
9 Other employee benefits ....... 112,683,319 91,944,990 14,799,085 5,939,244
10 Payroll taxes ........... 41,653,073 33,956,115 5,387,919 2,309,039
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 5,769,754 490,469 5,279,285 0
c Accounting ........... 1,679,928 282,896 1,397,032 0
d Lobbying ........... 295,872 0 295,872 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 16,918,797 0 16,918,797 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 45,482,489 35,251,131 9,244,292 987,066
12 Advertising and promotion .... 5,073,735 4,946,922 63,302 63,511
13 Office expenses ....... 75,078,387 63,534,057 9,394,028 2,150,302
14 Information technology ...... 29,985,938 15,502,489 12,524,289 1,959,160
15 Royalties .. 1,055,809 802,569 253,240 0
16 Occupancy ........... 93,073,512 81,392,244 9,734,380 1,946,888
17 Travel ............ 64,378,587 56,309,925 4,146,715 3,921,947
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 39,183 39,183 0 0
19 Conferences, conventions, and meetings .... 6,088,038 3,985,120 1,958,106 144,812
20 Interest ........... 44,404,748 37,164,355 5,327,241 1,913,152
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 104,911,962 99,716,446 4,970,602 224,914
23 Insurance ... 2,763,472 859,304 1,904,168 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 55,156,883 44,986,200 5,833,495 4,337,188
b Investment Office expenses 33,650,280 0 33,650,280 0
c Library books and serials 15,542,533 15,542,533 0 0
d Study abroad program tuition and student allowance expenses 5,598,024 5,598,024 0 0
e All other expenses 18,496,841 16,663,870 1,409,954 423,017
25 Total functional expenses. Add lines 1 through 24e 2,046,716,226 1,746,261,305 237,318,744 63,136,177
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 (2021)
Form 990 (2021)
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 ......... 104,938,314 2 68,434,007
3 Pledges and grants receivable, net ...... 550,461,572 3 553,123,879
4 Accounts receivable, net ............. 76,628,025 4 86,620,354
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 16,521,636 7 15,774,499
8 Inventories for sale or use ............ 5,252,821 8 4,711,525
9 Prepaid expenses and deferred charges ...... 27,086,550 9 30,193,208
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,973,781,681
b Less: accumulated depreciation 10b 1,335,174,551 2,558,677,719 10c 2,638,607,130
11 Investments—publicly traded securities . 2,374,473,355 11 3,701,636,824
12 Investments—other securities. See Part IV, line 11 ..... 18,759,107,018 12 17,507,505,773
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ............... 6,454,713 14 0
15 Other assets. See Part IV, line 11 ........... 119,938,783 15 155,918,201
16 Total assets. Add lines 1 through 15 (must equal line 33)... 24,599,540,506 16 24,762,525,400
Liabilities 17 Accounts payable and accrued expenses ..... 206,552,421 17 206,223,661
18 Grants payable ... 4,150,000 18 13,500,000
19 Deferred revenue ......... 216,806,989 19 220,795,737
20 Tax-exempt bond liabilities ......... 7,890,000 20 7,890,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 40,621,648 23 39,418,464
24 Unsecured notes and loans payable to unrelated third parties .. 1,215,000,000 24 1,215,000,000
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 2,763,844,557 25 2,808,844,635
26 Total liabilities. Add lines 17 through 25.. 4,454,865,615 26 4,511,672,497
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 9,279,548,071 27 9,390,650,269
28 Net assets with donor restrictions ........... 10,865,126,820 28 10,860,202,634
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds ..... 0 29 0
30 Paid-in or capital surplus, or land, building or equipment fund ... 0 30 0
31 Retained earnings, endowment, accumulated income, or other funds 0 31 0
32 Total net assets or fund balances ........... 20,144,674,891 32 20,250,852,903
33 Total liabilities and net assets/fund balances ........ 24,599,540,506 33 24,762,525,400
Form 990 (2021)
Form 990 (2021)
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
2,590,868,335
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,046,716,226
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
544,152,109
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
20,144,674,891
5
Net unrealized gains (losses) on investments ...............
5
-483,618,693
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
45,644,596
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
20,250,852,903
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 on
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 (2021)
Form 990 (2021)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
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- 10 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) 2022

Schedule A (Form 990) 2022
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 failed 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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 431,769,100 616,826,545 466,309,113 646,726,306 587,575,975 2,749,207,039
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... 0 0 0 0 0 0
3 The value of services or facilities furnished by a governmental unit to the organization without charge.. 0 0 0 0 0 0
4 Total. Add lines 1 through 3 431,769,100 616,826,545 466,309,113 646,726,306 587,575,975 2,749,207,039
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) .. 28,837,334
6 Public support. Subtract line 5 from line 4. 2,720,369,705
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4.. 431,769,100 616,826,545 466,309,113 646,726,306 587,575,975 2,749,207,039
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 139,631,423 112,966,188 124,153,413 194,816,562 262,892,768 834,460,354
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 0 0 0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 4,254,844 2,204,531 3,597,118 5,995,022 8,414,381 24,465,896
11 Total support. Add lines 7 through 10 3,608,133,289
12
12
5,362,149,983
13
First 5 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
75.40 %
15
15
78.59 %
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on 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
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2022

Schedule A (Form 990) 2022
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2022

Schedule A (Form 990) 2022
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 0.015 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 0.035 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) 2022

Schedule A (Form 990) 2022
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2022 		(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2023. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
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 - MISCELLANEOUS, COLUMN A - 4254844.0, COLUMN B - 2204531.0, COLUMN C - 3597118.0, COLUMN D - 5995022.0, COLUMN E - 8414381.0, COLUMN F - 24465896.0;
Schedule A (Form 990) 2022


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
University of Notre Dame du Lac
  		Employer identification number
35-0868188
Part I
Contributors
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Schedule B (Form 990) (2022)
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) (2022)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE C
(Form 990)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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
List of Attached Documents:
// Content

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) ........................ 466,311 0
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 466,311 0
d Other exempt purpose expenditures ............................................................................... 2,040,328,314 0
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 2,040,794,625 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) 2018 (b) 2019 (c) 2020 (d) 2021 (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 251,874 241,221 294,560 466,311 1,253,966
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) 2021


Schedule C (Form 990) 2021
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)
Yes|No
(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) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0

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.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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 ......... 178  
2 Aggregate value of contributions to (during year) 20,938,225  
3 Aggregate value of grants from (during year) 18,168,977  
4 Aggregate value at end of year ........ 246,823,195  
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 7/25/06, 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 FASB 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 FASB 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 FASB 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) 2021

Schedule D (Form 990) 2021
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  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
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 .... 17,101,110,252 18,385,354,395 12,319,422,270 11,565,964,003 11,065,057,730
b Contributions ... 284,935,248 555,937,103 221,020,540 422,471,002 261,246,505
c Net investment earnings, gains, and losses 181,749,613 -1,268,535,177 6,335,903,104 822,244,833 765,578,576
d Grants or scholarships ... 215,575,998 200,958,502 181,221,864 137,642,635 130,944,418
e Other expenditures for facilities
and programs ... 		391,677,561 370,687,567 309,769,655 353,614,933 394,974,390
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 16,960,541,554 17,101,110,252 18,385,354,395 12,319,422,270 11,565,964,003
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet39.8 %
b
Permanent endowment SchDMd Bullet20.6 %
c
Term endowment SchDMd Bullet39.6 %
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 49,631,324 58,931,324
b Buildings .... 89,964,139 2,956,141,907 921,795,897 2,124,310,149
c Leasehold improvements   39,052,601 13,171,199 25,881,402
d Equipment .... 374,799 456,672,824 289,643,405 167,404,218
e Other .....   372,644,087 110,564,050 262,080,037
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 2,638,607,130
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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......... 1,296,525 F
(2) Closely-held equity interests........ 7,202,880 F
(3) Other
(A) Short-term investments		 490,808,964 F

(B) Public equities		 2,377,031,589 F

(C) Private equity		 10,133,760,729 F

(D) Multi-strategy		 4,307,995,008 F

(E) Defined benefit pension plan assets		 189,410,078 F
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 17,507,505,773
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  
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 2,808,844,635
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) 2021

Schedule D (Form 990) 2021
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 1,688,793,293
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -483,618,693
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -366,300,190
e Add lines 2a through 2d ..................... 2e -849,918,883
3 Subtract line 2e from line 1.................. 3 2,538,712,176
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 54,132,881
b Other (Describe in Part XIII.) ........... 4b -1,976,722
c Add lines 4a and 4b.................... 4c 52,156,159
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 2,590,868,335
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 1,582,615,281
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 1,976,722
e Add lines 2a through 2d.................... 2e 1,976,722
3 Subtract line 2e from line 1................... 3 1,580,638,559
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 54,132,881
b Other (Describe in Part XIII.) ............ 4b 411,944,786
c Add lines 4a and 4b..................... 4c 466,077,667
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 2,046,716,226
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 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 RACLIN-MURPHY MUSEUM OF ART, FORMERLY THE SNITE MUSEUM OF ART, MAINTAINS A COLLECTION OF NEARLY 31,000 ORIGINAL WORKS OF ART WHICH ARE UTILIZED FOR EXHIBITION, TEACHING, RESEARCH, AND EDUCATIONAL OUTREACH PROGRAMS.
Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT DISTRIBUTIONS ARE USED TO FUND A VARIETY OF OPERATION 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 scholarships and fellowships - -XXX-XX-XXXX Room & board scholarships - -9314051 Net gain on debt-related derivative instruments - 27551198 Net pension and postretirement benefits-related changes - 15721166 Change in value of split-interest agreements - 7925691 Other non-operating changes in net assets - -5553459
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Expenses associated with generating rental income - -657009 Direct expenses of fundraising events - -1319713
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Expenses associated with generating rental income - 657009 Direct expenses of fundraising events - 1319713
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 scholarships - 9314051
Schedule D (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0




SCHEDULE E(Form 990)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete 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 Go to www.irs.gov/Form990EZ for the latest information.
OMB No. 1545-0047 2022Open 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 on its primary publicly accessible Internet homepage at
all times during its taxable year in a manner reasonably expected to be noticed by visitors to the homepage, or 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, as modified by Rev. Proc. 2019-22, 2019-22 I.R.B. 1260, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . . . . . . . . . . . . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50085D
Schedule E (Form 990) (2022)
Schedule E (Form 990) (2022)
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's policy of non-discrimination is accessible on the University's homepage at www.nd.edu, as well as on its admissions and human resources pages, reflecting the University's commitment to this moral imperative. The University draws a substantial percentage of its students from around the U.S. and world, enrolls students of racial minority groups in meaningful numbers, and follows a racially nondiscriminatory policy as to all students, faculty, and staff in satisfaction of the applicable requirements of IRS revenue procedure 75-50, 1972-2 C.B. 587, and related IRS guidance.
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) (2022)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean     Investments   6,770,094,401
East Asia and the Pacific     Investments   326,351,019
Europe (Including Iceland and Greenland)     Investments   2,083,906,710
Middle East and North Africa     Investments   8,633,967
North America (Canada & Mexico only)     Investments   364,409,513
South America     Investments   6,088,646
South Asia     Investments   238,728,344
Sub-Saharan Africa     Investments   701,438,926
East Asia and the Pacific 1 5 Program Services International Study Program 1,188,143
Europe (Including Iceland and Greenland) 4 130 Program Services International Study Program 32,309,928
Middle East and North Africa 1 3 Program Services International Study Program 5,669,909
North America (Canada & Mexico only) 2 4 Program Services International Study Program 503,329
South America 1 4 Program Services International Study Program 1,023,033
South Asia   1 Program Services International Study Program 100,439
Sub-Saharan Africa     Program Services International Study Program 556,768
Central America and the Caribbean     Program Services International Study Program 8,000
East Asia and the Pacific     Investment Operations   41,848
Europe (Including Iceland and Greenland)     Investment Operations   1,038,420
North America (Canada & Mexico only)     Investment Operations   2,155
South Asia     Investment Operations   61,005
Sub-Saharan Africa     Investment Operations   2,760,628
East Asia and the Pacific     Fundraising   502
Europe (Including Iceland and Greenland)     Fundraising   177,095
North America (Canada & Mexico only)     Fundraising   11,036
South America     Fundraising   12,641
South Asia     Fundraising   554
East Asia and the Pacific     Grantmaking   761,615
Europe (Including Iceland and Greenland)     Grantmaking   2,787,522
Middle East and North Africa     Grantmaking   1,305,464
North America (Canada & Mexico only)     Grantmaking   77,148
Russia and Neighboring States     Grantmaking   174,762
South America     Grantmaking   748,904
South Asia     Grantmaking   1,023,706
Sub-Saharan Africa     Grantmaking   5,214,211
Central America and the Caribbean     Grantmaking   5,237,332
Central America and the Caribbean     Program Services Auxillary Enterprises 45,211
Central America and the Caribbean     Program Services Instruction 180,914
Central America and the Caribbean     Program Services Management & General 29,094
Central America and the Caribbean   32 Program Services Other 68,882
Central America and the Caribbean   14 Program Services Research 207,618
East Asia and the Pacific     Program Services Auxillary Enterprises 21,321
East Asia and the Pacific     Program Services Instruction 622,578
East Asia and the Pacific     Program Services Management & General 66,327
East Asia and the Pacific   2 Program Services Other 78,771
East Asia and the Pacific   1 Program Services Research 389,938
Europe (Including Iceland and Greenland)     Program Services Auxillary Enterprises 542,494
Europe (Including Iceland and Greenland)   5 Program Services Instruction 4,484,249
Europe (Including Iceland and Greenland)     Program Services Management & General 904,724
Europe (Including Iceland and Greenland)   2 Program Services Other 1,541,815
Europe (Including Iceland and Greenland)   21 Program Services Research 1,630,105
Middle East and North Africa     Program Services Auxillary Enterprises 45,704
Middle East and North Africa     Program Services Instruction 301,536
Middle East and North Africa     Program Services Management & General 70,471
Middle East and North Africa     Program Services Other 133,058
Middle East and North Africa   1 Program Services Research 33,526
North America (Canada & Mexico only)     Program Services Auxillary Enterprises 50,994
North America (Canada & Mexico only)     Program Services Instruction 563,908
North America (Canada & Mexico only)     Program Services Management & General 32,827
North America (Canada & Mexico only)     Program Services Other 135,711
North America (Canada & Mexico only)   1 Program Services Research 219,083
Russia and Neighboring States     Program Services Auxillary Enterprises 9,338
Russia and Neighboring States     Program Services Instruction 19,225
Russia and Neighboring States     Program Services Management & General 12,045
Russia and Neighboring States     Program Services Other 37,505
Russia and Neighboring States   1 Program Services Research 7,048
South America     Program Services Auxillary Enterprises 9,171
South America     Program Services Instruction 321,400
South America     Program Services Management & General 40,574
South America   1 Program Services Other 135,190
South America   18 Program Services Research 70,238
South Asia     Program Services Instruction 182,831
South Asia     Program Services Management & General 7,290
South Asia   15 Program Services Other 13,413
South Asia   8 Program Services Research 138,766
Sub-Saharan Africa     Program Services Auxillary Enterprises 3,559
Sub-Saharan Africa   1 Program Services Instruction 561,550
Sub-Saharan Africa     Program Services Management & General 95,555
Sub-Saharan Africa   2 Program Services Other 189,354
Sub-Saharan Africa 1 7 Program Services Research 305,557
3a Sub-total .... 9 147 10,541,011,075
b Total from continuation sheets to Part I ... 1 132 35,997,016
c Totals (add lines 3a and 3b) 10 279 10,577,008,091
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Sub-Saharan Africa See Schedule O 159,857 Check/Wire      
Sub-Saharan Africa See Schedule O 43,200 Check/Wire      
Europe (Including Iceland and Greenland) See Schedule O 7,837 Check/Wire      
Central America and the Caribbean See Schedule O 66,000 Check/Wire      
East Asia and the Pacific See Schedule O 155,762 Check/Wire      
Central America and the Caribbean See Schedule O 4,581,207 Check/Wire      
Central America and the Caribbean See Schedule O 30,752 Check/Wire      
Sub-Saharan Africa See Schedule O 185,026 Check/Wire      
South Asia See Schedule O 520,917 Check/Wire      
Middle East and North Africa See Schedule O 86,463 Check/Wire      
Sub-Saharan Africa See Schedule O 12,436 Check/Wire      
South America See Schedule O 383,998 Check/Wire      
Sub-Saharan Africa See Schedule O 27,712 Check/Wire      
Sub-Saharan Africa See Schedule O 409,236 Check/Wire      
South Asia See Schedule O 9,251 Check/Wire      
Europe (Including Iceland and Greenland) See Schedule O 75,000 Check/Wire      
Europe (Including Iceland and Greenland) See Schedule O 5,750 Check/Wire      
Sub-Saharan Africa See Schedule O 2,011,896 Check/Wire      
Sub-Saharan Africa See Schedule O 15,227 Check/Wire      
Sub-Saharan Africa See Schedule O 14,086 Check/Wire      
Sub-Saharan Africa See Schedule O 5,261 Check/Wire      
Europe (Including Iceland and Greenland) See Schedule O 349,453 Check/Wire      
Sub-Saharan Africa See Schedule O 17,590 Check/Wire      
East Asia and the Pacific See Schedule O 143,450 Check/Wire      
South Asia See Schedule O 489,169 Check/Wire      
Sub-Saharan Africa See Schedule O 27,022 Check/Wire      
Sub-Saharan Africa See Schedule O 1,946,956 Check/Wire      
Sub-Saharan Africa See Schedule O 34,195 Check/Wire      
South America See Schedule O 98,503 Check/Wire      
Europe (Including Iceland and Greenland) See Schedule O 75,718 Check/Wire      
East Asia and the Pacific See Schedule O 235,253 Check/Wire      
Sub-Saharan Africa See Schedule O 170,047 Check/Wire      
Sub-Saharan Africa See Schedule O 64,190 Check/Wire      
Europe (Including Iceland and Greenland) See Schedule O 188,990 Check/Wire      
Middle East and North Africa See Schedule O 300,000 Check/Wire      
Sub-Saharan Africa See Schedule O 15,000 Check/Wire      
Sub-Saharan Africa See Schedule O 15,947 Check/Wire      
Russia and Neighboring States See Schedule O 174,603 Check/Wire      
South America See Schedule O 93,923 Check/Wire      
North America (Canada & Mexico only) See Schedule O 12,488 Check/Wire      
South America See Schedule O 79,898 Check/Wire      
Central America and the Caribbean See Schedule O 30,000 Check/Wire      
South America See Schedule O 38,737 Check/Wire      
Central America and the Caribbean See Schedule O 176,609 Check/Wire      
Central America and the Caribbean See Schedule O 352,758 Check/Wire      
Europe (Including Iceland and Greenland) See Schedule O 29,905 Check/Wire      
Sub-Saharan Africa See Schedule O 15,000 Check/Wire      
Middle East and North Africa See Schedule O 896,501 Check/Wire      
Europe (Including Iceland and Greenland) See Schedule O 55,000 Check/Wire      
Europe (Including Iceland and Greenland) See Schedule O 30,000 Check/Wire      
Europe (Including Iceland and Greenland) See Schedule O 113,527 Check/Wire      
East Asia and the Pacific See Schedule O 100,000 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
1
3 Enter total number of other organizations or entities .......................MediumBullet
51
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
Housing and Other Assistance East Asia and the Pacific 68 124,639        
Housing and Other Assistance Europe (Including Iceland and Greenland) 817 1,618,922        
Housing and Other Assistance Middle East and North Africa 18 22,500        
Housing and Other Assistance North America (Canada & Mexico only) 32 61,540        
Housing and Other Assistance South America 39 51,236        
Housing and Other Assistance South Asia 1 3,704        
Housing and Other Assistance Sub-Saharan Africa 10 17,150        
Prizes and Awards East Asia and the Pacific 1 2,000        
Prizes and Awards Europe (Including Iceland and Greenland) 11 215,500        
Prizes and Awards South America 1 1,000        
Prizes and Awards Sub-Saharan Africa 1 2,400        
Research/Travel Central America and the Caribbean 1 6        
Research/Travel East Asia and the Pacific 3 511        
Research/Travel Europe (Including Iceland and Greenland) 19 21,920        
Research/Travel North America (Canada & Mexico only) 3 3,120        
Research/Travel Russia and Neighboring States 1 159        
Research/Travel South America 4 1,608        
Research/Travel South Asia 1 666        
Research/Travel Sub-Saharan Africa 2 4,777        
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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: HTTPS://CONTROLLER.ND.EDU/ASSETS/91679/SUBRECIPIENT_MONITORING.PDF. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part III Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0



SCHEDULE G (Form 990)
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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 10 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) 2022
Schedule G (Form 990) 2022
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

Golf Outing
(event type) 		(b) Event #2

Amateur Boxing
(event type) 		(c) Other events

11
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
613,118
307,269
938,871
1,859,258

2
Less: Contributions . . . .
576,000
218,467
671,689
1,466,156
3 Gross income (line 1 minus
line 2) . . . . . .
37,118
88,802
267,182
393,102



VerticalDirectExpenses
4 Cash prizes . . . . . 0 0 0 0
5 Noncash prizes . . . . 3,116 0 8,070 11,186
6 Rent/facility costs . . . . 108,786 1,632 37,507 147,925
7 Food and beverages . . . 102 5,340 180,984 186,426
8 Entertainment . . . . 0 0 24,188 24,188
9 Other direct expenses . . . 20,032 381,673 548,283 949,988
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 1,319,713
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -926,611
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 . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


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

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

9
Enter the state(s) in which the organization conducts gaming activities:
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) 2022
Schedule G (Form 990) 2022
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
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
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 $  
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$  
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 provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0

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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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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
noncash assistance		 (h) Purpose of grant
or assistance
(1) Acquinas Institute of Theology
23 S Spring Ave
St Louis,MO63108 		43-1233793 501(c)(3) 55,000       See Part IV
(2) Aerojet Rocketdyne
222 N Pacific Coast Hwy
Segundo,CA90245 		95-1751500   14,970       See Part IV
(3) African Studies Association
54 Joyce Kilmer Ave
Piscataway,NJ08854 		58-1832301 501(c)(3) 12,000       See Part IV
(4) Alaska Ocean Observing System
PO Box 1329
Seward,AK996643801 		92-0132479 501(c)(3) 19,263       See Part IV
(5) All Faiths Food Bank Inc
8171 Blaikie Ct
Sarasota,FL34240 		65-0115814 501(c)(3) 40,000       See Part IV
(6) American Cancer Society
250 Williams Street NW
Atlanta,GA30303 		13-1788491 501(c)(3) 10,300       See Part IV
(7) American Endowment Foundation
5700 Darrow Rd Ste 118
Hudson,OH44236 		34-1747398 501(c)(3) 15,000       See Part IV
(8) American Institutes for Research
1400 Crystal Drive
Arlington,VA222023289 		25-0965219 501(c)(3) 67,500       See Part IV
(9) America's Grow-a-Row
150 Pittstown Road
Pittstown,NJ08867 		26-2569598 501(c)(3) 7,000       See Part IV
(10) Applied Technology Council
201 Redwood Shores Pkwy
RWC,CA94065 		23-7231360 501(c)(3) 58,046       See Part IV
(11) Arizona State University
660 South Mill Avenue
Tempe,AZ852813670 		86-0196696 State of Arizona 276,130       See Part IV
(12) Asian Indian Classical Music Society
51491 Norwich Dr
Granger,IN46530 		35-1883192   5,300       See Part IV
(13) Associated Universities Inc
1400 16th St NW Ste 730
Washington,DC20036 		11-1630900 501(c)(3) 244,698       See Part IV
(14) Auburn University
208 M White Smith Hall
Auburn,AL368490001 		63-6000724 501(c)(3) 127,605       See Part IV
(15) Ayiti Analytics
206 Wayne Avenue
Silver Spring,MD20910 		84-4859623   50,104       See Part IV
(16) Ball State University
2000 West University Avenue
Muncie,IN473060001 		35-6000221 State of Indiana 10,804       See Part IV
(17) Barrow Neurological Foundation
2910 N 3rd Ave Ste 450
Phoenix,AZ85013 		86-0174371 501(c)(3) 45,000       See Part IV
(18) Basis Policy Research LLC
104R NC Highway 54 Suite 304
Carrboro,NC275105569 		27-0475968   70,333       See Part IV
(19) Beacon Health Foundation
615 N Michigan Street
South Bend,IN46601 		35-1536129 501(c)(3) 11,916       See Part IV
(20) Bethel University
1001 Bethel Circle
Mishawaka,IN465452232 		35-0935587 501(c)(3) 94,726       See Part IV
(21) Big Brothers Big Sisters of Northwestern Michigan
900 E Front Street
Traverse City,MI49686 		23-7043163 501(c)(3) 30,000       See Part IV
(22) Bighorn Golf Club Charities
225 Palowet Drive
Palm Desert,CA922607311 		20-5377872 501(c)(3) 10,000       See Part IV
(23) Boston College
140 Commonwealth Avenue
Chestnut Hill,MA024673858 		04-2103545 501(c)(3) 196,151       See Part IV
(24) Boy Scouts of America
1340 South Bend Ave
South Bend,IN46617 		35-0867966 501(c)(3) 11,500       See Part IV
(25) Bravo Colorado at Vail-Beaver Creek
2271 North Frontage Road West
Vail,CO816573920 		84-1074065 501(c)(3) 25,000       See Part IV
(26) Brothers of Holy Cross
PO Box 460
Notre Dame,IN46556 		35-0868938 501(c)(3) 25,000       See Part IV
(27) C24 7 Fathers Arms Ministries
1348 West Howard Street
Chicago,IL606267177 		81-3116501 501(c)(3) 10,000       See Part IV
(28) California Institute of Technology
1200 East California Boulevard
Pasadena,CA911250001 		95-1643307 501(c)(3) 241,880       See Part IV
(29) Carmel Connection Foundation Inc
401 Atlantic Ave
Point Pleasant Beach,NJ08742 		86-2381817 501(c)(3) 100,000       See Part IV
(30) Carnegie Mellon University
5000 Forbes Ave
Pittsburgh,PA15213 		25-0969449 501(c)(3) 254,361       See Part IV
(31) Case Western Reserve Univ
10900 Euclid Avenue Suite 615
Cleveland,OH441067037 		34-1018992 501(c)(3) 67,013       See Part IV
(32) Catholic Charities of Archdiocese of Chicago
721 North La Salle Drive
Chicago,IL606543751 		36-2170821 501(c)(3) 5,000       See Part IV
(33) Catholic Charities of Archdiocese of Galveston-Houston
2900 Louisiana Street
Houston,TX77006 		74-1109733 501(c)(3) 10,000       See Part IV
(34) Catholic Charities of the Archdiocese of Washington DC
924 G Street Northwest
Washington,DC200014532 		53-0196524 501(c)(3) 125,000       See Part IV
(35) Catholic Foundation for the Diocese of Davenport
780 W Central Park Ave
Davenport,IA52804 		26-4267643 501(c)(3) 10,000       See Part IV
(36) Catholic Theological Union
5401 S Cornell Ave
Chicago,IL60615 		36-2647967 501(c)(3) 55,000       See Part IV
(37) Catholic University of America
620 Michigan Ave NE
Washington,DC20064 		53-0196583 501(c)(3) 55,000       See Part IV
(38) Celtic Charms Inc
671 Fort Plains Road
Howell,NJ07731 		27-2039852 501(c)(3) 50,000       See Part IV
(39) Center for Disease Control
1600 Clinfton RD NE Mailstop D-42
Atlanta,GA30329 		58-6051157 Federal 229,708       See Part IV
(40) Center for the Homeless
813 S Michigan Street
South Bend,IN46601 		35-1768544 501(c)(3) 188,686       See Part IV
(41) Chicago Council on Global Affairs
180 N Stetson Ave Suite 1400
Chicago,IL60601 		36-2181969 501(c)(3) 50,000       See Part IV
(42) Child & Family Services of Northwestern Michigan Inc
3785 Veterans Drive
Traverse City,MI49684 		38-2534222 501(c)(3) 10,000       See Part IV
(43) Children's Hospital Medical Center
3333 Burnet Avenue
Cincinnati,OH452293039 		31-0833936 501(c)(3) 56,933       See Part IV
(44) Children's Learning Center Inc
PO Box 4100
Jackson,WY83001 		83-0222566 501(c)(3) 138,000       See Part IV
(45) Christ Child Society of Detroit
15751 Joy Road
Detroit,MI48228 		38-1404582 501(c)(3) 2,000,000       See Part IV
(46) Christ the King Catholic Church
821 South Dale Mabry Highway
Tampa,FL336094410 		46-1748937 501(c)(3) 5,400       See Part IV
(47) Church Community Services
PO Box 2346
Elkhart,IN46515 		35-1155054 501(c)(3) 15,000       See Part IV
(48) CISE
100 East 8th Street
Cincinnati,OH452022129 		82-0977523 501(c)(3) 6,000       See Part IV
(49) Clayton Community Foundation
10 N Bemiston Ave
St Louis,MO63105 		43-1642179 501(c)(3) 50,000       See Part IV
(50) Clinton Health Access Initiative
383 Dorchester Avenue
Boston,MA02127 		27-1414646 501(c)(3) 15,125       See Part IV
(51) College of William and Mary
Post Office Box 8795
Williamsburg,VA231878795 		54-6001718 State of Virginia 107,080       See Part IV
(52) Colorado State University
601 South Howes St
Fort Collins,CO805212807 		84-6000545 State of Colorado 76,891       See Part IV
(53) Commonweal
475 Riverside Drive Rm 405
New York,NY10115 		13-3174407 501(c)(3) 35,000       See Part IV
(54) Community Services of Starke County
311 E Culver Road
Knox,IN46534 		35-1424216 501(c)(3) 10,000       See Part IV
(55) Conexus Indiana
111 Monument Circle Suite 1800
Indianapolis,IN46204 		35-2065459 501(c)(6) 25,000       See Part IV
(56) Congregation of Holy Cross
PO Box 765
Notre Dame,IN465560765 		32-0344245 501(c)(3) 15,105,000       See Part IV
(57) Cornell University
377 Pine Tree Road
Ithaca,NY14850 		15-0532082 501(c)(3) 1,151,871       See Part IV
(58) Cornerstone of Hope
5905 Brecksville Road
Independence,OH441311517 		34-1945499 501(c)(3) 15,000       See Part IV
(59) Corporation for Supportive Housing
61 Broadway Suite 2300
New York,NY10006 		13-3600232 501(c)(3) 25,000       See Part IV
(60) Cristo Rey Network
11 East Adams Street Suite 800
Chicago,IL60603 		04-3730980 501(c)(3) 10,000       See Part IV
(61) Cultivate Food Rescue
701 North Niles Avenue
South Bend,IN466171923 		81-3306113 501(c)(3) 56,670       See Part IV
(62) Cure Alzheimer's Fund
34 Washington Street Suite 200
Wellesley Hills,MA02481 		52-2396428 501(c)(3) 500,000       See Part IV
(63) Dawn Brancheau Foundation Inc
2903 Flossmoor Rd
Flossmoor,IL60422 		27-3700500 501(c)(3) 10,000       See Part IV
(64) Declan Drumm Sullivan Memorial Fund
3539 Long Grove Road
Long Grove,IL60047 		27-6886934 501(c)(3) 40,000       See Part IV
(65) Dismas House
521 Saint Joseph Post Office Box 45
South Bend,IN466344571 		82-5172824 501(c)(3) 26,160       See Part IV
(66) Downtown South Bend Inc
217 S Michigan Street
South Bend,IN46601 		35-1546291 501(c)(6) 17,500       See Part IV
(67) Duke University
2200 West Main St
Durham,NC277084677 		56-0532129 501(c)(3) 525,302       See Part IV
(68) Dynamic Catholic Institute
901 Adams Crossing
Cincinnati,OH45202 		26-4549213 501(c)(3) 25,000       See Part IV
(69) Early Childhood Development Center
10 Child Care Center
Notre Dame,IN46556 		31-1188922 501(c)(3) 200,000       See Part IV
(70) East Carolina University
2200 South Charles Blvd
Greenville,NC278581821 		56-6093187 501(c)(3) 125,397       See Part IV
(71) Eisenhower Medical Center
39000 Bob Hope Drive
Rancho Mirage,CA922703221 		95-6130458 501(c)(3) 100,000       See Part IV
(72) Elevate Ventures Inc
50 E 91st Street Suite 213
Indianapolis,IN46240 		27-4118692 501(c)(3) 15,000       See Part IV
(73) Empire Center for Public Policy Inc
30 S Pearl Street Ste 1210
Albany,NY12207 		46-1987418 501(c)(3) 10,000       See Part IV
(74) enFocus Inc
635 South Lafayette Boulevard
South Bend,IN466012219 		45-5638209 501(c)(3) 581,100       See Part IV
(75) Engineers Without Borders USA
1031 33rd Street
Denver,CO80205 		84-1589324 501(c)(3) 100,000       See Part IV
(76) EvalSolutions Inc
13087 Grand Vue Drive
Carmel,IN460325396 		27-1313254   15,000       See Part IV
(77) Eye to Eye
50 Broad Street Suite 1702
New York,NY10004 		51-0570498 501(c)(3) 500,000       See Part IV
(78) Family Advocates Inc
1005 Michigan Ave
LaPorte,IN46350 		35-2073521 501(c)(3) 13,265       See Part IV
(79) Feed My Poor
504 N Roxbury Dr
Beverly Hills,CA90210 		86-1673036 501(c)(3) 25,000       See Part IV
(80) FeedMore WNY Inc
100 James E Casey Drive
Buffalo,NY142062368 		22-2470820 501(c)(3) 7,500       See Part IV
(81) First Christian Church
PO Box 326
Francesville,IN47946 		35-1534330 501(c)(3) 17,500       See Part IV
(82) First Liberty Institute
2001 W Plano Parkway Ste 1600
Plano,TX75075 		75-1403169 501(c)(3) 50,000       See Part IV
(83) Fischoff National Chamber Music Association
119 Haggar Hall
Notre Dame,IN465565636 		35-1650154 501(c)(3) 50,000       See Part IV
(84) Florida International University
11200 SW 8th Street
Miami,FL33199 		65-0177616 501(c)(3) 138,366       See Part IV
(85) Fontbonne University
6800 Wydown Blvd
St Louis,MO63105 		43-0694556 501(c)(3) 20,000       See Part IV
(86) Food Bank of Northern Indiana
PO Box 11365
South Bend,IN46634 		35-1898055 501(c)(3) 13,600       See Part IV
(87) Fordham University
441 E Fordham Road
Bronx,NY10458 		13-1740451 501(c)(3) 55,000       See Part IV
(88) Forging Industry Education & Research Foundation
1111 Superior Avenue East
Cleveland,OH441142568 		34-6556992 501(c)(3) 10,000       See Part IV
(89) Fort Wayne Urban League
2135 S Hanna St
Fort Wayne,IN46803 		35-0869052 501(c)(3) 16,247       See Part IV
(90) Forty Carrots of Sarasota Inc
1500 South Tuttle Avenue
Sarasota,FL342392615 		65-0405988 501(c)(3) 120,000       See Part IV
(91) Foundation of St Joseph Health Sys
707 East Cedar Street Suite 17d
South Bend,IN46617 		35-1654543 501(c)(3) 11,750       See Part IV
(92) Franciscan School of Theology
5998 Alcala Park
San Diego,CA92110 		94-1745605 501(c)(3) 55,000       See Part IV
(93) Franklin W Olin College of Engineering
1000 Olin Way
Needham,MA024921233 		06-1519057 501(c)(3) 46,861       See Part IV
(94) Friends of The Cultural Center Inc
73000 Fred Waring Drive
Palm Desert,CA92260 		95-2834871 501(c)(3) 15,000       See Part IV
(95) Gateway to Hope
3114 Sutton Blvd
Maplewood,MO63143 		20-2737792 501(c)(3) 100,000       See Part IV
(96) General Electric Corporation
dba GE Aviation Post Office Box 641
Pittsburgh,PA152641027 		14-0689340   33,123       See Part IV
(97) Georgetown University
37th and O Streets NW
Washington,DC200571014 		53-0196603 501(c)(3) 144,643       See Part IV
(98) Georgia Tech Research Corporation
Post Office Box 100117
Atlanta,GA303840117 		58-0603146 State of Georgia 1,521,878       See Part IV
(99) Goshen College
1700 South Main St
Goshen,IN46526 		35-2158366 501(c)(3) 171,654       See Part IV
(100) Grand Traverse Educational Foundation Inc
123 E Eleventh St
Traverse City,MI49684 		23-7113692 501(c)(3) 15,000       See Part IV
(101) Great Rivers Greenway Foundation
6174a Delmar Blvd
St Louis,MO63112 		47-3769925 501(c)(3) 50,000       See Part IV
(102) Habitat for Humanity
402 E South St
South Bend,IN46601 		31-1196894 501(c)(3) 12,500       See Part IV
(103) Havos Inc
132 West 31st Street
New York,NY100013406 		86-2340448   112,882       See Part IV
(104) Healing Emergency Aid Response Team
614 Frelinghuysen Avenue
Newark,NJ071141356 		20-8583681 501(c)(3) 13,000       See Part IV
(105) Heisman Trophy Trust
111 Broadway Suite 103A
New York,NY10006 		13-7052079 501(c)(3) 8,800       See Part IV
(106) Henry M Jackson Foundation
6720A Rockledge Dr
Bethesda,MD20817 		52-1317896 501(c)(3) 827,677       See Part IV
(107) Heroes Foundation Inc
5309 N Delaware St
Indianapolis,IN46220 		74-3002520 501(c)(3) 5,500       See Part IV
(108) Holy Cross College
54515 State Road 933 North
Notre Dame,IN46556 		35-1148835 501(c)(3) 66,935       See Part IV
(109) Holy Cross Missions
102 Moreau Seminary
Notre Dame,IN46556 		52-6044122 501(c)(3) 450,000       See Part IV
(110) Honeywell International Inc
111 S 34th Street
Phoenix,AZ85034 		22-2640650   191,811       See Part IV
(111) Horizons for Youth
703 West Monroe Street
Chicago,IL60661 		36-3796784 501(c)(3) 50,000       See Part IV
(112) Hospice Foundation
501 Comfort Place
Mishawaka,IN46545 		30-0433147 501(c)(3) 15,000       See Part IV
(113) Humanitarian Distribution Center In
PO Box 707
Francesville,IN47946 		20-5527985 501(c)(3) 20,000       See Part IV
(114) Illinois Institute of Technology
3424 S State St
Chicago,IL60616 		36-2170136 501(c)(3) 95,356       See Part IV
(115) Indiana University
400 E 7th St
Bloomington,IN482780001 		35-6001673 State of Indiana 915,600       See Part IV
(116) Industrial Arts Institute Inc
20902 Washington Avenue
Onaway,MI497658868 		46-3997543 501(c)(3) 57,500       See Part IV
(117) International Dominican Foundation
1 Galleria Blvd Ste 710-B
Metairie,LA70001 		72-1505381 501(c)(3) 10,000       See Part IV
(118) International Research & Exchanges
Suite 600 1275 K Street Northwest
Washington,DC200054064 		22-3087809 501(c)(3) 89,614       See Part IV
(119) INVANTI LLC
406 W Angela Blvd
South Bend,IN466011004 		82-2318356   25,000       See Part IV
(120) Iowa State University
221 Wanda Daley Drive
Ames,IA500110001 		42-6004224 501(c)(3) 69,261       See Part IV
(121) Iskali
1812 N 38th Ave
Stone Park,IL60165 		82-1662711 501(c)(3) 179,017       See Part IV
(122) Issue One
1401 K Street Northwest
Washington,DC200054574 		32-0384285 501(c)(3) 25,000       See Part IV
(123) Ivy Tech Community College
50 W Fall Creek Pkwy North Drive
Indianapolis,IN462085752 		23-7073977 501(c)(3) 300,000       See Part IV
(124) Jesuit School of Theology of Santa Clara University
500 El Camino Real
Santa Clara,CA95053 		94-1156462 501(c)(3) 55,000       See Part IV
(125) Joan & Sanford I Weill Medical College
1300 York Avenue
New York,NY100654805 		13-1623978 501(c)(3) 101,950       See Part IV
(126) Johns Hopkins University
3910 Keswick Road
Baltimore,MD21211 		52-0595110 501(c)(3) 626,468       See Part IV
(127) La Casa de Amistad
3423 S Michigan St
South Bend,IN46614 		35-1350013 501(c)(3) 10,500       See Part IV
(128) Leadership South BendMishawaka
440 Edison Lakes Pkwy Ste 300
South Bend,IN46545 		47-5599720 501(c)(3) 6,400       See Part IV
(129) Liberty Theater Preservation Allian
PO Box 1823
Lewiston,ID83501 		47-5325421 501(c)(3) 9,500       See Part IV
(130) Life Choices Inc
411 South Main Street
Phillipsburg,NJ088653018 		22-3703602 501(c)(3) 15,000       See Part IV
(131) Lifenet Inc A New Jersey Non-Profit Corporation
Post Office Box 1800
Montclair,NJ070427800 		22-3292521 501(c)(3) 10,000       See Part IV
(132) Lindsey Vonn Foundation
PO Box 201705
Minneapolis,MN55420 		47-1031342 501(c)(3) 10,000       See Part IV
(133) Logan Community Resources
2505 E Jefferson Blvd
South Bend,IN46615 		35-0965639 501(c)(3) 53,717       See Part IV
(134) Loyola Marymount University
1 LMU Drive U-Hall 4900
Los Angeles,CA90045 		95-1643334 501(c)(3) 55,000       See Part IV
(135) Loyola University Chicago
820 North Michigan Avenue
Chicago,IL606112196 		36-1408475 501(c)(3) 117,155       See Part IV
(136) Loyola University New Orleans
6363 St Charles Ave
New Orleans,LA70118 		72-0408946 501(c)(3) 55,000       See Part IV
(137) Manhattan College
4513 Manhattan Parkway
Riverdale,NY10471 		13-1740468 501(c)(3) 23,000       See Part IV
(138) Massachusetts Institute of Technology
77 Massachusetts Avenue
Cambridge,MA021394307 		04-2103594 501(c)(3) 128,879       See Part IV
(139) Mathematica Policy Research
Post Office Box 2393
Princeton,NJ085432393 		22-2112296   408,742       See Part IV
(140) Mayo Clinic
200 First St SW
Rochester,MN55902 		41-6011702 501(c)(3) 45,000       See Part IV
(141) Metropolitan Family Service (MFS)
1808 SE Belmont St
Portland,OR97214 		93-0397825 501(c)(3) 11,956       See Part IV
(142) Metropolitan Ministries Inc
2002 N Florida Ave
Tampa,FL33602 		59-1477007 501(c)(3) 10,000       See Part IV
(143) Mexican American Catholic College
3115 W Ashby Pl
San Antonio,TX78228 		74-1712528 501(c)(3) 55,000       See Part IV
(144) Miami University Foundation Inc
107 Roudebush Hall
Oxford,OH450562457 		31-6026014 501(c)(3) 25,000       See Part IV
(145) Michiana Partnership Inc
635 S Lafayette Blvd
South Bend,IN46601 		80-0688483 501(c)(6) 129,235       See Part IV
(146) Milwaukee Habitat for Humanity
3726 North Booth Street
Milwaukee,WI53212 		39-1496741 501(c)(3) 12,000       See Part IV
(147) Misericordia Foundation
6300 North Ridge
Chicago,IL60660 		23-7285834 501(c)(3) 20,000       See Part IV
(148) Montana State University
211 MT Hall
Bozeman,MT597172470 		81-6010045 State of Montana 176,986       See Part IV
(149) Munson Healthcare Foundations
1150 Sixth St
Traverse City,MI496847800 		47-1161992 501(c)(3) 100,000       See Part IV
(150) National Football Foundation
433 Las Colinas Blvd E Ste 1130
Irving,TX75039 		51-0226347 501(c)(3) 8,000       See Part IV
(151) National Institute of Health
2115 E Jefferson St
MSC 8500
Bethesda,MD20892 		52-0859115 Federal 141,250       See Part IV
(152) National Philanthropic Trust
165 Township Line Road
Jenkintown,PA190463594 		23-7825575 501(c)(3) 4,100,000       See Part IV
(153) Naval Postgraduate School
PO Box 8626
Monterey,CA93943 		23-7098729 501(c)(3) 664,473       See Part IV
(154) New Mexico State University
1780 E University Ave
Las Cruces,NM88003 		85-6000401 State of New Mexico 31,027       See Part IV
(155) New York University
Post Office Box 5166
New York,NY10087 		13-5562308 501(c)(3) 35,032       See Part IV
(156) Northeast Neighborhood Revitalization Organizations Inc
803 Lincoln Way W
South Bend,IN46616 		35-2118149 501(c)(3) 150,000       See Part IV
(157) Northeastern University
360 Huntington Avenue
Boston,MA02115 		04-1679980 501(c)(3) 39,951       See Part IV
(158) Northern Jet Management
55 East Monroe Street
Grand Rapids,MI49588 		38-3261631   25,694       See Part IV
(159) Northwestern Memorial Healthcare
541 N Fairbanks Ct
Chicago,IL60611 		36-3155315 501(c)(3) 10,000       See Part IV
(160) Northwestern University
633 Clark St
Evanston,IL602080001 		36-2167817 501(c)(3) 532,232       See Part IV
(161) Notre Dame Club of Chicago
224 S Michigan Avenue Suite 380
Chicago,IL60604 		36-2385194 501(c)(3) 14,000       See Part IV
(162) NPH USA
134 North La Salle St Ste 500
Chicago,IL60602 		65-1229309 501(c)(3) 10,000       See Part IV
(163) Oblate School of Theology
285 Oblate Drive
San Antonio,TX78216 		74-1357323 501(c)(3) 55,000       See Part IV
(164) Oklahoma State University Foundatio
Post Office Box 1749
Stillwater,OK740761749 		73-6097060 501(c)(3) 25,000       See Part IV
(165) Open Environmental Data Inc
38 S 5th Street
Hudson,NY12534 		86-2759780 501(c)(3) 73,290       See Part IV
(166) Orange County Water District
18700 Ward St
Fountain Valley,CA927086930 		95-6002277 Govt 15,083       See Part IV
(167) Oregon State University
Post Office Box 960
Corvallis,OR97331 		61-1730890 State of Oregon 366,275       See Part IV
(168) Our Lady of Mercy Church & School
9200 Kentsdale Dr
Potomac,MD20854 		52-0733733 501(c)(3) 100,000       See Part IV
(169) P33
21 S Clark St Ste 4301
Chicago,IL60603 		83-2851368 501(c)(3) 25,000       See Part IV
(170) Palm Springs Friends of Philharmonic
Post Office Box 12770
Palm Desert,CA922552770 		23-7369948 501(c)(3) 10,000       See Part IV
(171) Parliament of the World's Religions
70 E Lake Street Suite 230
Chicago,IL60601 		36-3605228 501(c)(3) 71,750       See Part IV
(172) Part of the Solution (POTS)
2759 Webster Avenue
Bronx,NY104583708 		13-3425071 501(c)(3) 15,000       See Part IV
(173) Pokagon Band of Potawatomi
3733 Locust Road
South Bend,IN46614 		38-3278535 Fed Recogn'd Tribe   15,600 FMV Food Packages See Part IV
(174) Pratt & Whitney
Post Office Box 73295
Chicago,IL606737295 		06-0570975   121,762       See Part IV
(175) Princeton University
701 Carnegie Center
Princeton,NJ085445292 		21-0634501 501(c)(3) 50,000       See Part IV
(176) Providence St Mel School
119 S Central Park Blvd
Chicago,IL60624 		36-2977187 501(c)(3) 10,000       See Part IV
(177) Puente Desarrollo Internacional Inc
51181 Whitewater Lane
South Bend,IN466289522 		82-4237540 501(c)(3) 15,000       See Part IV
(178) Pulaski County Human Services Inc
PO Box 32
Winamac,IN46996 		35-1829856 501(c)(3) 10,000       See Part IV
(179) Purdue University
403 West Wood St
West Lafayette,IN479072040 		35-6002041 State of Indiana 864,388       See Part IV
(180) Reins of Life Inc
55200 Quince Road
South Bend,IN46619 		31-0945572 501(c)(3) 7,750       See Part IV
(181) Rice University
PO Box 1892
Houston,TX77251 		74-1109620 501(c)(3) 297,417       See Part IV
(182) Riverbend Cancer Services
3516 E Jefferson Blvd
South Bend,IN46615 		35-0872359 501(c)(3) 9,174       See Part IV
(183) Rutgers University
100 Struble RD
Branchville,NJ07826 		22-6001086 State of New Jersey 75,000       See Part IV
(184) Sacred Heart Cathedral
422 E 10th St
Davenport,IA52803 		42-6005490 501(c)(3) 10,000       See Part IV
(185) Saint Mary's College
153 Le Mans Hall
Notre Dame,IN46556 		35-0868158 501(c)(3) 254,306       See Part IV
(186) San Jose State University Research
210 N 4th St
San Jose,CA95112 		94-6017638 501(c)(3) 102,454       See Part IV
(187) Santa Clara University
500 El Camino Real
Santa Clara,CA95053 		94-1156617 501(c)(3) 55,000       See Part IV
(188) Schwab Charitable Fund
211 Main Street
San Francisco,CA941051905 		31-1640316 501(c)(3) 11,000       See Part IV
(189) Scripps Research Institute
10550 North Torrey Pines Road TPC-
La Jolla,CA92037 		33-0435954 501(c)(3) 65,000       See Part IV
(190) Seattle Children's Hospital
Post Office Box 5371
Seattle,WA981245005 		91-1156519 501(c)(3) 76,217       See Part IV
(191) Shrine of the Blessed Sacrament
146 Metlars Lane
Piscataway,NJ08854 		22-2385423 501(c)(3) 30,480       See Part IV
(192) Sloan Kettering Institute for Cancer
1275 York Ave
New York,NY10065 		13-1924236 501(c)(3) 100,000       See Part IV
(193) Smithsonian Institution
PO Box 37012 MRC 035
Washington,DC20013 		53-0206027 501(c)(3) 7,252       See Part IV
(194) Social Good Fund
12651 San Pablo Ave 5473
Richmond,CA94801 		46-1323531 501(c)(3) 55,000       See Part IV
(195) South Bend Alumni Association
215 S St Joseph Street
South Bend,IN46601 		35-1674506 501(c)(3) 7,500       See Part IV
(196) South Bend Civic Theatre
403 North Main Street
South Bend,IN466011220 		35-1572312 501(c)(3) 7,500       See Part IV
(197) South Bend Elkhart Regional Partner
635 S Lafayette Blvd Suite 123
South Bend,IN46601 		35-1893288 501(c)(3) 549,514       See Part IV
(198) South Bend Museum of Art
120 S Dr Martin Luther King Blvd
South Bend,IN46601 		35-0844563 501(c)(3) 10,750       See Part IV
(199) South Bend Regional Chamber
101 N Michigan Street Suite 300
South Bend,IN46601 		35-0153330 501(c)(6) 73,000       See Part IV
(200) South Bend Symphony Orchestra
127 North Michigan Street
South Bend,IN466011603 		35-6042189 501(c)(3) 10,000       See Part IV
(201) South Bend Venues Parks & Arts
321 E Walter St
South Bend,IN466173011 		27-3843043 501(c)(3) 11,000       See Part IV
(202) Southern Methodist University
3140 Dyer St
Dallas,TX75205 		75-0800689 501(c)(3) 73,441       See Part IV
(203) Space Tango
611 Winchester Road
Lexington,KY40505 		84-3437964   157,500       See Part IV
(204) St Ann School
2211 West 18th Place
Chicago,IL60608 		36-2284297 501(c)(3) 15,000       See Part IV
(205) St Francis Xavier Parish
524 9th Street
Wilmette,IL600912714 		36-2171003 501(c)(3) 20,000       See Part IV
(206) St John the Evangelist Catholic School
2401 Lake Park Drive
Smyrna,GA30080 		58-1097003 501(c)(3) 24,000       See Part IV
(207) St Josaphat Parish & School
2311 North Southport Avenue
Chicago,IL606143116 		36-2171045 501(c)(3) 16,000       See Part IV
(208) St Joseph County Parks & Rec Dept
50651 Laurel Road
South Bend,IN466371004 		35-1459569 501(c)(3) 12,500       See Part IV
(209) St Joseph County Treasurer
227 W Jefferson Blvd
South Bend,IN46601 		35-6000194 Govt 90,076       See Part IV
(210) St Louis Art Museum
1 Fine Arts Dr
St Louis,MO63110 		43-1374479 501(c)(3) 35,000       See Part IV
(211) St Margaret's House
117 N Lafayette Boulevard
South Bend,IN46601 		35-1913328 501(c)(3) 13,500       See Part IV
(212) St Patrick's Church
126 Woodland Ave
Malvern,PA193552747 		23-1353342 501(c)(3) 50,000       See Part IV
(213) St Pius X Catholic Church
52553 Fir Road
Granger,IN465308865 		35-0940397 501(c)(3) 25,000       See Part IV
(214) St Teresa of Avila Parish
1950 N Kenmore Ave
Chicago,IL60614 		36-2171137 501(c)(3) 10,000       See Part IV
(215) Stanford University
326 Galvez Street
Stanford,CA94305 		94-1156365 501(c)(3) 881,153       See Part IV
(216) Star City United Methodist Church
PO Box 277
Star City,IN469850277 		35-1526260 501(c)(3) 15,000       See Part IV
(217) Summits Education
800 Boylston St
Boston,MA02199 		47-2768711 501(c)(3) 443,838       See Part IV
(218) TERC
2067 Massachusetts Ave
Cambridge,MA02140 		04-6134355 501(c)(3) 52,219       See Part IV
(219) Texas A&M Engineering Experiment Station
400 Harvey Mitchell Parkway Suite
College Station,TX778454375 		74-1974733 State of Texas 26,369       See Part IV
(220) Texas Biomedical Research Institute
Post Office Box 760549
San Antonio,TX782450549 		74-1109630 501(c)(3) 548,269       See Part IV
(221) The Barack Obama Foundation
5235 S Harper Ct Ste 1140
Chicago,IL60615 		46-4950751 501(c)(3) 50,000       See Part IV
(222) The Bessemer Giving Fund
100 Woodbridge Center Dr
Woodbridge,NJ07095 		13-7111099 501(c)(3) 200,000       See Part IV
(223) The Bison Children's Scholarship Fund
284 Delaware Avenue
Buffalo,NY142021801 		16-1477288 501(c)(3) 43,000       See Part IV
(224) The Carver Project
6199 Waterman Blvd
St Louis,MO63112 		82-2022974 501(c)(3) 15,000       See Part IV
(225) The HDF Group
410 E University Ave Ste 200
Champaign,IL618203871 		68-0600605 501(c)(3) 17,810       See Part IV
(226) The History Museum
808 West Washington Street
South Bend,IN466011439 		35-1124156 501(c)(3) 16,000       See Part IV
(227) The Ireland Funds America
10 Post Office Square
Boston,MA021094603 		25-1306992 501(c)(3) 10,000       See Part IV
(228) The Ohio State University
901 Woody Hayes Dr
Columbus,OH43210 		31-6025986 State of Ohio 187,020       See Part IV
(229) The Rock of Kingsley Inc
115 Blair Street
Kingsley,MI496490207 		26-1548274 501(c)(3) 10,000       See Part IV
(230) Tulane University
1555 Poydras Street
New Orleans,LA701123701 		72-0423889 501(c)(3) 44,482       See Part IV
(231) United Religious Community
2015 W Western Ave Ste 336
South Bend,IN46619 		35-0942621 501(c)(3) 15,575       See Part IV
(232) United Way of Metropolitan Chicago
333 South Wabash Avenue
Chicago,IL606044503 		30-0200478 501(c)(3) 55,000       See Part IV
(233) United Way of St Joseph County
3517 East Jefferson Boulevard
South Bend,IN466152282 		35-1063368 501(c)(3) 11,785       See Part IV
(234) University at Albany SUNY
1400 Washington Avenue
Albany,NY12222 		14-1368361 501(c)(3) 115,751       See Part IV
(235) University Corporation for Atmospheric Research
Post Office Box 3000
Boulder,CO803073000 		74-2439386 501(c)(3) 40,910       See Part IV
(236) University of Arizona
888 North Euclid Ave Rm 510
Tucson,AZ857194824 		74-2652689 State of Arizona 125,440       See Part IV
(237) University of California Berkeley
2195 Hearst Avenue
Berkeley,CA947201103 		94-6002123 State of California 1,278,953       See Part IV
(238) University of California Davis
202 Cousteau Pl
Davis,CA95618 		94-6036494 State of California 72,204       See Part IV
(239) University of California Los Angeles
10889 Wilshire Boulevard
Los Angeles,CA900951406 		95-6006143 State of California 1,126,779       See Part IV
(240) University of California Riverside
900 University Avenue
Riverside,CA925210001 		95-6006142 State of California 71,111       See Part IV
(241) University of California San Diego
9500 Gilman Drive MC 0954
La Jolla,CA920930954 		95-6006144 State of California 937,392       See Part IV
(242) University of California San Francisco
1855 Folsom St
San Francisco,CA941034249 		94-6036493 State of California 44,025       See Part IV
(243) University of California Santa Barbara
3227 Cheadle Hall
Santa Barbara,CA931062050 		95-6006145 State of California 145,361       See Part IV
(244) University of California-Irvine
120 Theory St
Irvine,CA92617 		95-2226406 State of California 86,747       See Part IV
(245) University of Chicago
5235 S Harper Court 4th Floor
Chicago,IL60615 		36-2177139 501(c)(3) 197,656       See Part IV
(246) University of Cincinnati
2600 Clifton Drive
Cincinnati,OH452202872 		31-6000989 501(c)(3) 9,367       See Part IV
(247) University of Colorado
1800 N Grant St
Denver,CO80203 		84-6000555 State of Colorado 500,431       See Part IV
(248) University of Dallas
1845 E Northgate Drive
Irving,TX75062 		75-0926755 501(c)(3) 8,000       See Part IV
(249) University of Florida
207 Grinter Hall
Gainesville,FL326113001 		59-6002052 State of Florida 121,859       See Part IV
(250) University of Illinois
506 S Wright St
Urbana,IL61801 		37-6000511 State of Illinois 530,469       See Part IV
(251) University of Iowa
105 Jessup Hall
Iowa City,IA52242 		42-6004813 State of Iowa 24,253       See Part IV
(252) University of Kansas
2385 Irving Hill Road
Lawrence,KS660457568 		48-0680117 State of Kansas 201,413       See Part IV
(253) University of Kansas Center for Research
3901 Rainbow Blvd
Kansas City,KS661608500 		48-1108830 501(c)(3) 7,870       See Part IV
(254) University of Kentucky
301 Peterson Service Building
Lexington,KY405060001 		61-6033693 State of Kentucky 34,410       See Part IV
(255) University of Maine
5703 Alumni Hall
Orono,ME04469 		01-6000769 State of Maine 181,639       See Part IV
(256) University of Maryland
7809 Regents Dr
College Park,MD20742 		52-6002033 State of Maryland 37,923       See Part IV
(257) University of Memphis
PO Box 1000 Dept 238
Memphis,TN38148 		62-6048540 501(c)(3) 178,344       See Part IV
(258) University of Michigan
500 S State Street
Ann Arbor,MI48109 		38-6006309 State of Michigan 27,999       See Part IV
(259) University of Minnesota
1300 S 2nd St
Minneapolis,MN554855957 		41-6007513 State of Minnesota 774,606       See Part IV
(260) University of Nebraska-Lincoln
Post Office Box 830861
Lincoln,NE685830861 		47-0049123 State of Nebraska 24,874       See Part IV
(261) University of North Carolina
103 South Building
Chapel Hill,NC27599 		56-6001393 State of NC 402,156       See Part IV
(262) University of Pennsylvania
3451 Walnut Street
Philadelphia,PA191034330 		23-1352685 501(c)(3) 100,000       See Part IV
(263) University Of Pittsburgh
500 Ross Street 154-0455
Pittsburgh,PA152620001 		25-0965591 501(c)(3) 140,537       See Part IV
(264) University of Puerto Rico Mayaguez
RD Center - UPRM Call Box 9000
Mayaguez,PR006819000 		66-0433761 Commonwealth of PR 95,186       See Part IV
(265) University of Texas at Arlington
219 West Main Street
Arlington,TX760107113 		75-6000121 State of Texas 131,903       See Part IV
(266) University of Texas at Austin
Post Office Box 7458
Austin,TX787137159 		74-6000203 State of Texas 242,778       See Part IV
(267) University of Texas Dallas
800 West Campbell Road
Richardson,TX75080 		75-1305566 State of Texas 258,105       See Part IV
(268) University of Texas Southwestern
5323 Harry Hines Blvd
Dallas,TX753909020 		75-6002868 State of Texas 242,379       See Part IV
(269) University of Texas System
210 West 7th Street
Austin,TX787012903 		30-0710145 501(c)(3) 302,600       See Part IV
(270) University of the Incarnate Word
4301 Broadway
San Antonio,TX78209 		74-1109661 501(c)(3) 55,000       See Part IV
(271) University of Utah
332 South 1400 East
Salt Lake City,UT84112 		87-6000525 State of Utah 428,432       See Part IV
(272) University of Virginia
1001 N Emmet St
Charlottesville,VA229044195 		54-6001796 State of Virginia 310,094       See Part IV
(273) University of Washington
4333 Brooklyn Ave NE
Seattle,WA981959505 		91-6001537 State of Washington 305,871       See Part IV
(274) University of Wyoming
1000 E University Avenuee
Laramie,WY820712000 		83-6000331 State of Wyoming 80,091       See Part IV
(275) Vail Valley Foundation Inc
Post Office Box 6550
Avon,CO816206550 		74-2215035 501(c)(3) 79,818       See Part IV
(276) Vanderbilt University
2301 Vanderbilt Place
Nashville,TN37235 		62-0476822 501(c)(3) 22,950       See Part IV
(277) Washington State University
Post Office Box 641025
Pullman,WA991641025 		91-6001108 State of Washington 581,197       See Part IV
(278) Water Institute of the Gulf
1110 River Road S Suite 200
Baton Rouge,LA70802 		45-1066585 501(c)(3) 11,726       See Part IV
(279) Wayne State University
5700 Cass Avenue
Detroit,MI482020788 		38-6028429 State of Michigan 224,375       See Part IV
(280) West Virginia University
PO Box 6005
Morgantown,WV26506 		55-6000842 State of Virginia 135,579       See Part IV
(281) Williams College
880 Main Street
Williamstown,MA01267 		04-2104847 501(c)(3) 23,353       See Part IV
(282) Winamac Nazarene Church
516 E 13th Street
Winamac,IN46996 		35-6284611 501(c)(3) 22,500       See Part IV
(283) WNIT Public Television
300 W Jefferson
South Bend,IN46601 		35-1155594 501(c)(3) 31,000       See Part IV
(284) Women's Care Center
360 N Notre Dame Avenue
South Bend,IN46617 		35-1609945 501(c)(3) 13,100       See Part IV
(285) Women's Care Center Foundation
360 N Notre Dame Avenue
South Bend,IN46617 		38-3651599 501(c)(3) 25,000       See Part IV
(286) Word on Fire
25 Northwest Point Blvd
Elk Grove Village,IL60007 		26-1448551 501(c)(3) 6,000       See Part IV
(287) World Central Kitchen Inc
655 New York Ave NW
Washington,DC20001 		27-3521132 501(c)(3) 25,000       See Part IV
(288) Wright State University
3640 Colonel Glenn Highway
Dayton,OH454350001 		31-0732831 State of Ohio 24,007       See Part IV
(289) Yale University
Post Office Box 2038
New Haven,CT06521 		06-0646973 501(c)(3) 25,000       See Part IV
(290) YMCA
905 N Front Street
Niles,MI49120 		38-1358236 501(c)(3) 6,250       See Part IV
(291) Youth Services Bureau
2222 Lincoln Way West
South Bend,IN46638 		31-1174910 501(c)(3) 8,000       See Part IV
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
274
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
17
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) Tuition Scholarships, Fellowships, and Room and Board Scholarships 8836 411,944,786      
(2) Athletics Grant-in-Aid 282 1,840,780      
(3) Housing and Other Assistance 570 754,421      
(4) Prizes and Awards 2616 5,355,339      
(5) Research/Travel Grant 4659 4,996,796      
(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 FROM THE UNIVERSITY ARE CAREFULLY SELECTED AND REQUIRE DOCUMENTATION TO SUPPORT THE UNIVERSITY'S INTEREST IN THE ORGANIZATION TO ENSURE CONSISTENCY WITH THE CORE VALUES OF THE UNIVERSITY. CHARITABLE CONTRIBUTIONS ALSO REQUIRE APPROVAL BY THE OFFICE OF PUBIC AFFAIRS, EXCEPT FOR THOSE CHARITABLE CONTRIBUTIONS MADE THROUGH THE UNIVERSITY'S DONOR ADVISED FUND PROGRAM, WHICH UNDERGO A THOROUGH VETTING PROCESS BY THE UNIVERSITY'S TAX DEPARTMENT TO ENSURE THE RECIPIENT ORGANIZATION MEETS THE IRS'S DEFINITION OF A 501(C)(3) NOT FOR PROFIT CHARITABLE ORGANIZATION. THE UNIVERSITY PROVIDES FUNDING TO STUDENTS AND OTHER RELATED INDIVIDUALS FOR RESEARCH AND OTHER ACTIVITIES TO SUPPORT THE FURTHERANCE OF THEIR EDUCATION. FUNDS PROVIDED ARE MONITORED THROUGH APPLICATIONS, BUDGETS AND A REQUIREMENT TO DOCUMENT THE USE OF FUNDS EITHER PRIOR TO THE DISTRIBUTION OF FUNDS OR UPON COMPLETION OF THE ACTIVITY. THIS NON-RESEARCH SUBCONTRACT FUNDING INCLUDES (BUT IS NOT LIMITED TO) AWARDS, PRIZES, CONTRIBUTIONS, NONCASH ASSISTANCE, CASH ALLOCATIONS, SCHOLARSHIPS AND FELLOWSHIPS.
Schedule I (Form 990) 2022



Additional Data


Software ID: 22016089
Software Version: 2022v5.0


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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 on 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 on 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
 
No
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 nonfixed
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) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (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
1Rev John I Jenkins CSC PhD
 
President, Fellow & Trustee 		(i)

(ii)		 1,349,199
-------------
0 		2,500
-------------
0 		135,381
-------------
0 		0
-------------
0 		120,241
-------------
0 		1,607,321
-------------
0 		0
-------------
0
2Rev Robert A Dowd CSC MDiv PhD
 
VP & Associate Provost, Fellow & Trustee 		(i)

(ii)		 285,759
-------------
0 		2,500
-------------
0 		30,255
-------------
0 		0
-------------
0 		20,076
-------------
0 		338,590
-------------
0 		0
-------------
0
3Rev Daniel G Groody CSC MDiv PhD
 
VP & Associate Provost, Fellow & Trustee 		(i)

(ii)		 255,752
-------------
0 		2,500
-------------
0 		26,037
-------------
0 		0
-------------
0 		13,691
-------------
0 		297,980
-------------
0 		0
-------------
0
4Rev Paul V Kollman CSC
 
Professor & Trustee 		(i)

(ii)		 130,663
-------------
0 		2,500
-------------
0 		13,518
-------------
0 		0
-------------
0 		20,076
-------------
0 		166,757
-------------
0 		0
-------------
0
5Marie Lynn Miranda PhD
 
Former Provost 		(i)

(ii)		 812,886
-------------
0 		2,500
-------------
0 		59,393
-------------
0 		30,500
-------------
0 		53,542
-------------
0 		958,821
-------------
0 		0
-------------
0
6Michael D Donovan JD MBA
 
VP & Chief Investment Officer 		(i)

(ii)		 707,343
-------------
0 		2,428,770
-------------
0 		40,834
-------------
0 		30,500
-------------
0 		9,112
-------------
0 		3,216,559
-------------
0 		0
-------------
0
7Shannon B Cullinan MBA
 
Executive Vice President 		(i)

(ii)		 710,571
-------------
0 		2,500
-------------
0 		42,600
-------------
0 		162,500
-------------
0 		116,762
-------------
0 		1,034,933
-------------
0 		0
-------------
0
8Marianne Corr JD
 
VP & General Counsel 		(i)

(ii)		 736,127
-------------
0 		2,500
-------------
0 		44,059
-------------
0 		30,500
-------------
0 		13,324
-------------
0 		826,510
-------------
0 		0
-------------
0
9John T McGreevy PhD
 
Provost 		(i)

(ii)		 501,016
-------------
0 		2,500
-------------
0 		21,212
-------------
0 		30,500
-------------
0 		115,273
-------------
0 		670,501
-------------
0 		0
-------------
0
10John B Swarbrick Jr JD
 
VP & Director of Athletics 		(i)

(ii)		 1,184,720
-------------
0 		252,500
-------------
0 		165,303
-------------
0 		230,500
-------------
0 		25,926
-------------
0 		1,858,949
-------------
0 		0
-------------
0
11Marcus Freeman
 
Head Coach, Football 		(i)

(ii)		 5,794,501
-------------
0 		236,500
-------------
0 		598,204
-------------
0 		30,500
-------------
0 		28,049
-------------
0 		6,687,754
-------------
0 		0
-------------
0
12Michael P Brey
 
Head Coach, Basketball 		(i)

(ii)		 1,296,413
-------------
0 		1,285,211
-------------
0 		124,424
-------------
0 		180,500
-------------
0 		9,901
-------------
0 		2,896,449
-------------
0 		0
-------------
0
13Timothy W Dolezal
 
Managing Director, Investment Office 		(i)

(ii)		 499,243
-------------
0 		1,188,468
-------------
0 		20,500
-------------
0 		648,000
-------------
0 		28,389
-------------
0 		2,384,600
-------------
0 		0
-------------
0
14Thomas K Rees
 
Offensive Coordinator, Football 		(i)

(ii)		 1,597,803
-------------
0 		106,500
-------------
0 		141,952
-------------
0 		30,500
-------------
0 		9,377
-------------
0 		1,886,132
-------------
0 		0
-------------
0
15Mark C Krcmaric JD MBA
 
Managing Director & Chief Operating Officer, Investment Office 		(i)

(ii)		 431,785
-------------
0 		912,004
-------------
0 		20,680
-------------
0 		30,500
-------------
0 		19,933
-------------
0 		1,414,902
-------------
0 		0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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 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 any private plane requires approval by the President's Office. Recipients of the benefit and tax treatment: First class or charter travel was provided to 15 persons listed on Form 990, Part VII, Section A in 2022. Of this first class or charter travel, none was reported as taxable compensation since a University business purpose was established for the travel.
Schedule J, Part I, Line 1a Travel for companions Type of benefit: Family members of University employees are occasionally asked to travel on University business. Family members travel reimbursement by the University requires approval by a Dean or President's Leadership Council Member or their authorized representative, and if the business purpose of the family members 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 6 persons listed on Form 990, Part VII, Section A in 2022 and if the business purpose of the family travel was not properly documented, it was treated as taxable compensation to the employee.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments Type of benefit: Tax indemnification and gross-up payments may occasionally be provided to University employees . Recipients of the benefit and tax treatment: Gross-up payments were provided to 4 persons listed on Form 990, Part VII, Section A in 2022 and were reported as taxable compensation in these instances.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use Type of Benefit: Housing is provided to members of the CSC religious order who live in University Dormitories or campus apartments and housing may occasionally be provided to University employees. Recipients of the benefit and Tax treatment: Housing was provided to 5 persons listed on Form 990, Part VII, Section A in 2022. 4 persons were members of the CSC religious order and the benefit was excluded from taxable compensation of the recipients under the convenience of the employer exception (IRS Code Section 119). 1 persons received the housing benefit in their capacity of an employee that was treated as taxable compensation.
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 the value of personal use (as reported on an annual basis) is added to the individual's income. Recipients of the benefit and tax treatment: Social club dues were provided to 5 persons listed on Form 990, Part VII, Section A in 2022 and were reported as taxable compensation in all of those instances.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Michael D. Donovan, Vice President and Chief Investment Officer, Michael P. Brey, Head Coach Basketball, Timothy W. Dolezal, Managing Director, Investment Office, John B. Swarbrick, VP & Director of Athletics, Mark C. Krcmaric, Managing Director & Chief Operating Officer, Investment Office, and Shannon B. Cullinan, Executive Vice President, participated in nonqualified deferred compensation arrangements under Internal Revenue Code Section 457(f) during calendar year 2022. Brey received an accrued benefit of $150,000. Dolezal received an accrued benefit of $617,500. Swarbrick received an accrued benefit of $200,000. Cullinan received an accrued benefit of $132,000. The accrued benefit and related earnings vest to Brey, Swarbrick and Cullinan at the end of the term of each plan (7, 3 and 5 years respectively) and over a 5-year period to Dolezal (prior to reaching retirement age and years of service requirements). The accrued benefit and related earnings to Donovan and Krcmaric are fully vested and taxable in calendar year 2022 because of reaching the retirement age and years of service required in 2017 and 2013, respectively.
Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization 5a(i) -Michael D. Donovan, 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. Donovan received a payment of $2,252,259 in calendar year 2022 related to this program and was taxed on unpaid amounts of $174,011 as a result of being fully vested in the plan due to meeting the age and years of service requirements. 5a(ii) - Mark C. Krcmaric, Managing Director & Chief Operating Officer, Investment Office received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Krcmaric received a payment of $1,002,002 in calendar year 2022 related to this program which included $92,497 that was previously taxed as a result of being fully vested in the plan due to meeting the age and years of service requirements. 5a(iii) - Timothy W. Dolezal, Managing Director, Investment Office received incentive compensation which was in part calculated contingent on the performance of the University's unitized investment pool. Dolezal received a payment of $1,185,968 and an accrued benefit of $617,500 in calendar year 2022 related to this program.
Schedule J (Form 990) 2022

Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Schedule L
(Form 990)
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.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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 section 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 the 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)  
  		  200,487 Qualified Tuition Assistance Employee Benefit
(2)  
  		  3,564 Qualified Tuition Remission Employee Benefit
(3)  
  		  71,643 Scholarship Financial Aid
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2021
Schedule L (Form 990) 2021
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) Martin Brower Company LLC
  		Martin Brower Company, LLC is at least a 35% controlled entity of Trustee J. Christopher Reyes 1,014,284 Martin Brower Company, LLC is a food distribution company that sells to a University campus eatery. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.   No
(2) Flexjet (Directional Aviation)
  		Flexjet is at least a 35% controlled entity of trustee Kenneth C. Ricci 1,483,914 FlexJet provides flight hours to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.   No
(3) Aunalytics Inc
  		Aunalytics is at least a 35% controlled entity of Trustee Tracy D. Graham 134,116 Aunalytics provides information technology services to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.   No
(4) Jean McManus
  		Spouse of ND Officer John T. McGreevy 73,914 Compensation from University to Ms. Jean McManus as a Catholic Studies Librarian for Hesburgh Libraries   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete 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 image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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 23 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 743 71,442,056 Other - QUOTED SHARE PRICES
10 Securities—Closely held stock . X 2 527,120 Other - Liquidation Proceeds or Third Party Valuation
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential . X 1 600,000 Other - Real Estate Appraisal
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 ( SEE STATEMENT ) X 17 0 NONE
26 Other Right pointing arrow large image ( Life Insurance Policy ) X 1 0 NONE
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
8
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 isn't 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 nonstandard 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 didn't 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) (2022)
Schedule M (Form 990) (2022)
Page 2
Part IISupplemental 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" represents number of contributions, not the number of items contributed.
Schedule M, Part I, Line 33 Column (c) Explanation AS A MATTER OF POLICY, THE UNIVERSITY DOES NOT RECOGNIZE CONTRIBUTIONS REVENUE FOR GIFTS OF ART, BOOKS, AND OTHER PROPERTY THAT ARE HELD FOR EXHIBIT AND/OR EDUCATIONAL PURPOSES. GIFTS OF SUPPLIES, EQUIPMENT, AND OTHER MATERIALS ARE RECOGNIZED AS CONTRIBUTIONS REVENUE SUBJECT TO THEIR RELATIVE MATERIALITY. Further, the University does not recognize contribution revenue for gifts of life insurance policies at the time of gifts as they are fully reserved until liquidated.
Schedule M, Part I, Line 25 Column (b) THE OTHER CATEGORY INCLUDED THE FOLLOWING TYPES OF PROPERTY: (1) MISCELLANEOUS SUPPLIES: 6 CONTRIBUTIONS (2) GIFT CERTIFICATES: 5 CONTRIBUTIONS (3) MUSICAL INSTRUMENT: 3 CONTRIBUTIONS (4) EDUCATIONAL MATERIALS: 2 CONTRIBUTIONS (5) EQUIPMENT: 1 CONTRIBUTIONS FOR A TOTAL OF 17 CONTRIBUTIONS.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions THE UNIVERSITY USES BROKERAGE FIRMS TO SELL SECURITIES AND USES OTHER THIRD PARTIES TO SELL OTHER TYPES OF PROPERTY SUCH AS REAL ESTATE.
Schedule M (Form 990) (2022)

Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE O
(Form 990)

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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
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 I, 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.
Form 990, Part VI, Line 15 Description of Process for Determining Compensation 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 4 Significant changes to organizational documents The University's bylaws were amended to change the terms served by Trustees and Trustee Emeriti.
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 AND GENERAL COUNSEL), THE VICE PRESIDENT FOR FINANCE, THE DIRECTOR OF AUDIT AND ADVISORY SERVICES, THE ASSOCIATE VICE PRESIDENT AND CONTROLLER AND MEMBERS OF THE TAX AND COMPLIANCE STAFF, AND REPRESENTATIVES FROM 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 "constituents" who must complete and submit on no less than an annual basis a Conflict of Interest Disclosure Survey. Such surveys are evaluated by the appropriate "Reviewer". Each constituent's Reviewer depends on whether they are faculty, staff, department chair, or dean but ultimately all actual, potential, and perceived conflicts of interest are reviewed by the University Conflicts Committee. The Reviewer determines whether an actual, potential, or perceived conflict of interest exists and makes a recommendation to the University Conflicts Committee as to what conditions or restrictions, if any, should be imposed by the University to manage, reduce, or eliminate such conflicts. The Reviewer, with input from the constituent if needed, develops a Management Plan for submission to the University Conflicts Committee. The University Conflicts Committee then makes a decision regarding disposition of a disclosure based on the Reviewer's recommendation, the details regarding the Constituent's actual, potential, or perceived conflict of interest, and the proposed Management Plan. Members of the University's Board of Trustees are governed by a separate conflict of interest policy and must disclose all financial interests and material facts pertinent to any potential conflict on their annual Conflict of Interest statement (or whenever potential conflicts arise) to the Audit Committee of the Board. This policy is coordinated, administered, reviewed, and monitored by the University's internal Audit & Advisory Services department. After any discussion or presentation of the financial interests and material facts to the Audit Committee, the individual must recuse himself/herself during the discussion of, and voting on, the potential conflict. The Audit Committee shall assess whether the potential conflict is reasonable and the result of arms-length negotiation conforming to the University's written policies, as well as if the action furthers the University's charitable purposes and is in the best interests of the University. The Chairman of the Audit Committee shall, if appropriate, appoint a disinterested person or Committee to investigate alternatives to the proposed transaction or arrangement. Should the Audit Committee have reason to believe a Trustee has failed to disclose all financial interests and material facts pertinent to a potential conflict of interest, it shall inform the individual of such, and afford the individual the opportunity to further explain all interests and facts pertinent to the potential conflict. If it is determined that an individual has not disclosed all financial interests and material facts pertinent to an actual or potential conflict of interest, corrective action shall be taken as deemed appropriate. The minutes of any meeting of the University's Board of Trustees or other governing board of the University considering a conflict of interest including committees and sub-committees of such boards, shall include the names of those present for discussion and voting, as well as those recused from the discussion and voting, on any transaction, arrangement, relationship, or other action involving a potential conflict of interest.
Form 990, Part VI, Line 19 Required documents available to the public The University makes its governing documents, financial statements, and conflict of interest policy that applies to all employees available to the public on the University's website. The University does not make its trustees' conflict of interest policy available to the public .
Form 990, Part VII, Section A, Line 5 Compensation from an Unrelated Organization The Head Coaches, Football and Basketball, are permitted to receive compensation from external sources with prior written approval from the University. However, the University is not a party to any agreements between the coaches and any third party for the payment of compensation to the coaches, and the coaches do not provide services to the University as a result of any such agreements.
Form 990, Part VII, Section A Payments to Congregation of Holy Cross, United States Province, Inc. Rev. John I. Jenkins, Rev. Daniel G. Groody, Rev. Paul V. Kollman, and Rev. Robert A. Dowd are employees of the University and members of the Congregation of Holy Cross, United States Province, Inc. religious order. As members of a religious order who have taken the vow of poverty, compensation earned as employees is paid directly to their religious order and is not required to be reported on a Form W-2. However, the University treats such amounts as reportable compensation in Form 990 Part VII and Schedule J, Part II. Amounts reported as nontaxable benefits in Schedule J, Part II, Column D may include qualified tuition benefits and housing offered to members of the religious order. Rev. John I. Jenkins received his compensation as President of the University, and not in his position as Trustee.
Form 990, Part VIII, Line 2f Other Program Service Revenue All other program service revenue - Total Revenue: 9592113, Related or Exempt Function Revenue: 8807526, Unrelated Business Revenue: 784587, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue All other revenue - Total Revenue: 3335921, Related or Exempt Function Revenue: 3335921, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part X, Line 20 Tax Exempt Bond Liabilities The University is reporting tax exempt bond liabilities of $7,890,000 at the End of year (column B) on Part X, line 20. This amount represents liabilities for tax exempt bonds issued prior to December 31, 2002. Accordingly, Schedule K is not required to be attached to Form 990 for the tax year ending June 30, 2023.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Net gain/(loss) on debt-related derivative instruments - 27551198; Change in value of split-interest agreements - 7925691; Net pension and postretirement benefits-related changes - 15721166; Other non-operating changes in net assets - -5553459;
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.
Form 990, Part VI Governance The University of Notre Dame is governed by a two-tiered structure (Fellows of the University and the Board of Trustees), in which lay men and women have joined with religious of the Indiana Province of Holy Cross in the governance of the University. The Fellows of the University are a "self-perpetuating body," consisting of six members who at all times must be "members of the Priests Society of the Congregation of Holy Cross, Indiana Province, and six of whom shall be lay persons." The Fellows are the "successors and associates in office" of the original founders of the University and perform the following duties of office: 1. Determine powers to be delegated to the Board of Trustees; 2. Elect the Trustees of the University in accordance with the Bylaws; 3. Adopt and amend the Bylaws of the University; 4. Approve the sale or transfer of substantial parts of the University's physical property; 5. Ensure that the University maintains its essential character as a Catholic institution of higher learning.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
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) Dynamo Brasil III LLC
Corporation Trust Center
1209 Orange St
Wilmington,DE19801
 Investments DE 11,303,135 97,133,092 University of Notre Dame du Lac
 
(2) NDI Gateway LLC
203 Main Building
Notre Dame,IN46656
47-2320410 		Foreign educational activities IN 0 449,309 University of Notre Dame du Lac
 
(3) Santa Fe Interests LLC
Controllers Office
724 Grace Hall
Notre Dame,IN46556
20-3977995 		Rental real estate DE -2,367,056 43,889,005 University of Notre Dame du Lac
 
(4) ND Pit Road LLC
1400 E Angela Blvd
South Bend,IN46617
82-3967175 		Investments DE 679,663 1,361,924 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
724 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
 
 
Study abroad program CI 501(c)(3)   University of Notre Dame du Lac
 
Yes
 
(3)The University of Notre Dame (USA) in England
 
 
Study abroad program UK 501(c)(3)   University of Notre Dame du Lac
 
Yes
 
(4)Voice of the Fighting Irish Inc
Controllers Office
724 Grace Hall
Notre Dame,IN46556
31-1135580 		Radio station IN 501(c)(3) Type I University of Notre Dame du Lac
 
Yes
 
(5)Independent Colleges of Indiana Inc
30 South Meridian Street
Suite 800
Indianapolis,IN46204
31-0901001 		Higher education advocacy IN 501(c)(3) Type I NA
 
 
No
(6)Indiana Biosciences Research Institute Inc
1210 Waterway Blvd
Suite 2000
Indianapolis,IN46202
46-2882271 		Life sciences research IN 501(c)(3) Type I NA
 
 
No
(7)Rink Foundation Inc
115 Main Building

Notre Dame,IN465565612
35-6014822 		Student financial aid 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) 2021
Schedule R (Form 990) 2021
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) Merit Energy Partners VIII LP

13727 Noel Rd
Suite 1200
Dallas,TX75240
75-2530212 		Direct energy investments DE Merit Management Partners I LP
  		Excluded 31,238,136 142,473,898   No     No 82.05 %
(2) Auxilium Fund III Coperatief UA

 
 
98-1645033 		Investments NL Auxilium Fund III Cooperatief UA Holdings
  		Excluded 0 4,938,457   No     No 50 %
(3) Thor Palmer House Co-Investor LP

25 West 39th Street
2nd Floor
New York,NY10018
20-3283109 		Real estate investment DE Thor Palmer House Co-Investor GP LLC
  		Excluded -1,141,745 34,317,881   No     No 68.72 %
(4) VMG Stone Brewing Coinvestment LP

39 Mesa Street
Suite 310
San Francisco,CA94129
81-2802402 		Investments DE VMG Partners III GP LP
  		Unrelated -16,714,962 13,588,818   No -16,755,519   No 64.8 %
(5) EEM LP

 
 
98-1272313 		Investments UK EEM Management LP
  		Excluded 4,826,919 98,041,113   No     No 99.02 %
(6) Mile Rock Capital Fund II LP

700 Larkspur Landing Circle
Larkspur,CA94939
87-3134908 		Investments DE Mile Rock Capital Management LLC
  		Excluded 361,346 28,774,857   No     No 51.69 %
(7) Level Equity-IMN Investors LLC

140 E 45th St
42nd Floor
New York,NY10017
83-0757153 		Investments DE Level Equity Management LLC
  		Excluded 0 13,344,395   No     No 99.76 %
(8) EEM II LP

 
 
Investments UK EEM Management II LP
  		Excluded 0 896,118   No     No 99 %
(9) EEM Opportunities LP

 
 
98-1430893 		Investments UK EEM Opportunities Management II LP
  		Excluded 165,010 139,590,059   No     No 97.39 %
(10) Founder Collective SG SPV LP

1 Mifflin Place
Suite 300
Cambridge,MA02138
85-1490689 		Investments DE Founder Collective SG GP LLC
  		Excluded 0 15,033,553   No     No 87.21 %
(11) Needle 2020-1 LLC

548 Market St PMB 75231
San Francisco,CA941045401
85-3317382 		Investments DE Needle 2020-1 Manager LLC
  		Excluded 0 10,012,325   No     No 100 %
(12) SC Global Opportunities SLP

 
 
Investments JE SC Global Opportunities Management LP
  		Excluded 1,536 43,275,438   No     No 99 %
(13) Notre Dame Pit Road Fund LP

1400 E Angela Blvd 149
South Bend,IN46617
82-3984831 		Investments DE ND Pit Road LLC
  		Excluded 21,926 6,666,776   No     No 55.85 %
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) Sorin Management Ltd

 
 
Investments MP University of Notre Dame du Lac
  		C Corporation 0 14,352 100 % Yes  
(2) TDR Capital II C Holdings LP

 
 
98-0648852 		Feeder fund UK University of Notre Dame du Lac
  		C Corporation 2,112 6,822,961 100 % Yes  
(3) Blue Stamp Trust

1 Breakfast Creek Road
Building 1 Level 1
Newstead,QLD4006
AS
Investments AS University of Notre Dame du Lac
  		C Corporation 0 0 0 % Yes  
(4) Fairmount Healthcare Feeder Fund II Ltd

2001 Market Street
Suite 2500
Philadelphia,PA19103
98-1465488 		Feeder fund CJ University of Notre Dame du Lac
  		C Corporation 12,817,975 222,607,597 36.78 % Yes  
(5) Feeder Vehicle US AB

 
 
Feeder fund SW University of Notre Dame du Lac
  		C Corporation 0 14,584,872 71.4 % Yes  
(6) Immersion Capital Fund II Limited

 
 
Investments CJ University of Notre Dame du Lac
  		C Corporation 0 60,456,234 100 % Yes  
(7) ND Renewable Energy Inc

Controllers Office
724 Grace Hall
Notre Dame,IN46556
81-4675664 		Finance IN University of Notre Dame du Lac
  		C Corporation -6,109 2,375,707 100 % Yes  
(8) Astace Engineering Inc

1400 E Angela Blvd
South Bend,IN46617
88-1823736 		Engineering DE University of Notre Dame du Lac
  		C Corporation 0 0 100 % Yes  
(9) Tessellated Inc

1400 E Angela Blvd
South Bend,IN46617
87-2220454 		Engineering DE University of Notre Dame du Lac
  		C Corporation -49,599 99,590 60.2 % Yes  
(10) Soteria Flooring Inc

1400 E Angela Blvd
South Bend,IN46617
88-1838586 		Flooring systems DE University of Notre Dame du Lac
  		C Corporation 15 0 0 % Yes  
(11) Drone Response Inc

1400 E Angela Blvd
South Bend,IN46617
87-2208386 		Emergency services DE University of Notre Dame du Lac
  		C Corporation 824 17,071 54.9 % Yes  
(12) Tderm Inc

1400 East Angela Blvd
South Bend,IN46617
92-0483372 		Health care DE University of Notre Dame du Lac
  		C Corporation 0 0 100 % Yes  
(13) Career Fit Inc

1400 East Angela Blvd
South Bend,IN46617
92-1775217 		Software DE University of Notre Dame du Lac
  		C Corporation 0 0 100 % Yes  
(14) Loquet Inc

1400 East Angela Blvd
South Bend,IN46617
92-1746527 		Health care DE University of Notre Dame du Lac
  		C Corporation 0 0 100 % Yes  
(15) Sling Sheet Inc

1400 East Angela Blvd
South Bend,IN46617
92-1955975 		Health care DE University of Notre Dame du Lac
  		C Corporation 0 0 100 % Yes  
(16) Cogitaire Engineering Inc

1400 East Angela Blvd
South Bend,IN46617
92-2769475 		Engineering DE University of Notre Dame du Lac
  		C Corporation 0 0 100 % Yes  
(17) ND-Structured Immunity Inc

1400 Angela Blvd
South Bend,IN46617
82-2731805 		Health care DE University of Notre Dame du Lac
  		C Corporation 0 0 0 % Yes  
(18) SAFA Inc

1400 E Angela Blvd
Room 361
South Bend,IN46637
82-4167966 		Software DE University of Notre Dame du Lac
  		C Corporation -174,525 116,529 58.1 % Yes  
(19) PMD Vibration Inc

1400 E Angela Blvd
South Bend,IN46617
82-4269472 		Health care DE University of Notre Dame du Lac
  		C Corporation 0 0 0 % Yes  
(20) Forever Analytical Services Inc

1400 E Angela Blvd
South Bend,IN46617
87-2242558 		Environmental services DE University of Notre Dame du Lac
  		C Corporation 0 42,047 47.5 % Yes  
(21) Quantum Scientific Inc

1400 E Angela Blvd
South Bend,IN46617
88-4125866 		Engineering DE University of Notre Dame du Lac
  		C Corporation 0 0 100 % Yes  
(22) Charitable remainder trusts (95)

 
 
Split-interest trusts where University of Notre Dame du Lac is trustee and remainder beneficiary IN University of Notre Dame du Lac
  		Trust         No
(23) Notre Dame (Beijing) Consulting Co Ltd

Rm 1401-13 14th Flr
Bldg 4 Courtyard 8 Xin Yuan Nan R
Beijing,Chaoyang Dist  
CH
Consulting CH NDI Gateway LLC
  		C Corporation 884 269,201 100 % Yes  
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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) AUXILIUM FUND III COOPERATIEF UA

 B 277,849 Funding provided
(2) Blue Stamp Trust

 S 63,825,228 Amount received
(3) Immersion Capital Fund II Limited

 B 61,645,167 Funding provided
(4) Merit Energy Partners VIII LP

 S 30,690,000 Amount received
(5) Mile Rock Capital Fund II LP

 B 25,358,336 Funding provided
(6) Feeder Vehicle US AB

 B 6,176,808 Funding provided
(7) Feeder Vehicle US AB

 S 8,980,681 Amount received
(8) EEM LP

 B 4,098,867 Funding provided
(9) EEM LP

 S 6,416,087 Amount received
(10) EEM II LP

 B 3,825,820 Funding provided
(11) EEM Opportunities LP

 B 14,713,205 Funding provided
(12) SC Global Opportunities SLP

 B 34,474,133 Funding provided
(13) VMG Stone Brewing Coinvestment LP

 B 692,469 Funding provided
(14) VMG Stone Brewing Coinvestment LP

 S 22,353,926 Amount received
(15) Fundacion University of Notre Dame Chile

 B 537,926 Funding provided
(16) The University of Notre Dame (USA) in England

 B 1,776,155 Funding provided/expenses incurred
(17) The University of Notre Dame (USA) in England

 R 5,455,479 Remittance of revenue collected on behalf of org
(18) Charitable remainder trusts (7)

 S 2,341,547 Remainder interests realized
(19) ND Renewable Energy Inc

 A 399,893 Loan interest received
(20) ND Renewable Energy Inc

 D 2,370,000 Loan provided
(21) ND Renewable Energy Inc

 G 6,900,000 Sale proceeds
(22) ND Renewable Energy Inc

 S 151,126 Amount received
(23) ND Renewable Energy Inc

 M 719,560 Amount invoiced
(24) Drone Response Inc

 B 100,000 Funding provided
(25) Voice of the Fighting Irish Inc

 B 120,031 Funding provided
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


Software ID: 22016089
Software Version: 2022v5.0






TY 2022 AffiliatedGroupSchedule
Name:
University of Notre Dame du Lac
EIN:
35-0868188
Software ID:
22016089
Software Version:
2022v5.0
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:
466,311
Total Lobbying Expenditures:
466,311
Other Exempt Purpose Expenditures:
2,040,328,314
Total Exempt Purpose Expenditures:
2,040,794,625
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:
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:
140,636
Total Exempt Purpose Expenditures:
140,636
Lobbying Nontaxable Amount:
28,127
Grassroots Nontaxable Amount:
7,032
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0