Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting 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) See Part V
  		See Part V 317,236 See Part V See Part V
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Page 2

Schedule L (Form 990 or 990-EZ) 2013
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) Pamela Burish See Part V 42,857 See Part V   No
(2) American Electric Power Co Inc
  		See Part V 3,816,647 See Part V   No
(3) Reinhart FoodService LLC
  		See Part V 102,235 See Part V   No
(4) General Electric
  		See Part V 466,066 See Part V   No
(5) Xerox Corporation
  		See Part V 1,862,526 See Part V   No
(6) AON
  		See Part V 888,449 See Part V   No
(7) Daniel Nussbaum See Part V 83,157 See Part V   No
(8) Sprint
  		See Part V 328,665 See Part V   No
(9) Joseph Lyphout See Part V 75,802 See Part V   No
(10) See Pt V for Addit Detail
  		See Part V 871,243 See Part V   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Part III, Detail of Grants or Assistance Benefiting Interested Persons (a) Name of interested person: N/A(b) Relationship between interested person and the organization: Employees(c) Amount of assistance: $317,236(d) Type of assistance: Qualified tuition reduction(e) Purpose of assistance: Financial aid
Part IV, Detail of Business Transactions Involving Interested Persons 1. (a) Pamela Burish(b) Relationship between interested person and the organization: Spouse of Officer/Trustee Thomas Burish(d) Description of transaction: Compensation from University to Mrs. Burish as an Adjunct Instructor and Fellow for the Institute for Educational Initiatives 2. (a) American Electric Power Co., Inc.(b) Relationship between interested person and the organization: University Trustees Sara Martinez Tucker and Richard C. Notebaert are members of the Board of Directors for American Electric Power Co., Inc., which provides power for the University campus.(d) Description of transaction: American Electric Power Co., Inc.'s charges are determined by rates negotiated between American Electric Power Co., Inc. and the State of Indiana, at arm's length. These charges and the relationship between American Electric Power Co., Inc. and the University are in compliance with the University's overall conflict of interest policy.3. (a) Reinhart FoodService, LLC(b) Relationship between interested person and the organization: University Trustee J. Christopher Reyes is an owner and co-chairman of Reyes Holdings, LLC. Reinhart FoodService, LLC is a wholly-owned subsidiary of Reyes Holdings, LLC.(c) Represents less than 1 percent of total University food expenditures paid(d) Description of transaction: Reinhart FoodService, LLC provides food distribution services to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.4. (a) General Electric (GE)(b) Relationship between interested person and the organization: University Trustees John J. Brennan and James E. Rohr are members of the Board of Directors for GE.(d) Description of transaction: GE provides supplies and services to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.5. (a) Xerox Corporation(b) Relationship between interested person and the organization: University Trustee Sara Martinez Tucker is a member of the Board of Directors for Xerox Corporation.(d) Description of transaction: Xerox provides office equipment to the University and has an athletics sponsorship arrangement with the University as well. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.6. (a) AON(b) Relationship between interested person and the organization: University Trustee Richard Notebaert is a member of the Board of Directors for AON.(d) Description of transaction: AON provides consulting and risk 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.7. (a) Daniel Nussbaum(b) Relationship between interested person and the organization: Son of University Trustee Richard Nussbaum(d) Description of transaction: Compensation from University to Mr. Daniel Nussbaum as a Regional Development Associate Director.8. (a) Sprint(b) Relationship between interested person and the organization: University Trustee Sara Martinez Tucker is a member of the Board of Directors for Sprint.(d) Description of transaction: Sprint provides wireless services to the University and has an athletics sponsorship arrangement with the University as well. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy. 9. (a) Joseph Lyphout(b) Relationship between interested person and the organization: Son of Former University Officer James Lyphout(d) Description of transaction: Compensation from University to Mr. Joseph Lyphout as a Budget/Planning Assistant Director. 10. (a) Jones Day(b) Relationship between interested person and the organization: University Trustee Stephen Brogan is a partner at Jones Day.(c) Amount of transaction: $215,156(d) Description of transaction: Jones Day provides legal services to the University. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.(e) Sharing of organization's revenues: No 11. (a) David Pope-Davis(b) Relationship between interested person and the organization: Son of Former University Officer Donald Pope-Davis(c) Amount of transaction: $24,185(d) Description of transaction: Compensation from University to Mr. David Pope-Davis as an Assistant Director for the Associate Provost for Internationalization.(e) Sharing of organization's revenues: No 12. (a) PNC Financial Services Group(b) Relationship between interested person and the organization: University Trustee James Rohr is the retired Chairman of PNC Financial Services Group and member of the Board of Directors. (c) Amount of transaction: $111,274(d) Description of transaction: PNC provides banking, investments, brokerage, fiduciary, and lending products and 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.(e) Sharing of organization's revenues: No 13. (a) PNC Financial Services Group(b) Relationship between interested person and the organization: University Trustee James Rohr is the retired Chairman of PNC Financial Services Group and member of the Board of Directors.(c) Amount of transaction: $332,480 (d) Description of transaction: PNC rebate to the University as a result of the epayables payment process. These services are negotiated at arm's length and are in compliance with the University's overall conflict of interest policy.(e) Sharing of organization's revenues: No 14. (a) Data Realty, LLC(b) Relationship between interested person and the organization: University Officer/Trustee John Affleck-Graves is a Director of Data Realty. (c) Amount of transaction: $188,148(d) Description of transaction: Data Realty provides 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.(e) Sharing of organization's revenues: No
Schedule L (Form 990 or 990-EZ) 2013


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