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
2019
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   5,152,940,875
East Asia and the Pacific     Investments   174,921,392
Europe (Including Iceland and Greenland)     Investments   1,033,893,290
Middle East and North Africa     Investments   9,552,422
North America (Canada & Mexico only)     Investments   178,149,409
South America     Investments   4,613,396
South Asia     Investments   176,677,094
Sub-Saharan Africa     Investments   364,460,834
East Asia and the Pacific 1 4 Program Services International Study Program 1,391,117
Europe (Including Iceland and Greenland) 4 103 Program Services International Study Program 22,718,382
Middle East and North Africa 1 6 Program Services International Study Program 1,125,518
North America (Canada & Mexico only)   2 Program Services International Study Program 480,328
Russia and Neighboring States     Program Services International Study Program 34,577
South America 2 5 Program Services International Study Program 669,624
South Asia   1 Program Services International Study Program 101,585
Sub-Saharan Africa     Program Services International Study Program 147,957
East Asia and the Pacific     ,Investment Operations   44,695
Europe (Including Iceland and Greenland)     ,Investment Operations   1,203,018
North America (Canada & Mexico only)     ,Investment Operations   8,142
South Asia     ,Investment Operations   364,555
Sub-Saharan Africa     ,Investment Operations   1,385,417
Central America and the Caribbean     Fundraising   24,634
East Asia and the Pacific     Fundraising   8,468
Europe (Including Iceland and Greenland)     Fundraising   79,200
North America (Canada & Mexico only)     Fundraising   22,531
South America     Fundraising   13,294
Central America and the Caribbean     Program Services Auxillary Enterprises 1,832
Central America and the Caribbean     Program Services Instruction 122,034
Central America and the Caribbean     Program Services Management & General 11,192
Central America and the Caribbean   9 Program Services Other 40,876
Central America and the Caribbean   10 Program Services Research 166,382
East Asia and the Pacific     Program Services Auxillary Enterprises 7,922
East Asia and the Pacific     Program Services Instruction 531,083
East Asia and the Pacific     Program Services Management & General 109,636
East Asia and the Pacific     Program Services Other 141,138
East Asia and the Pacific     Program Services Research 221,070
Europe (Including Iceland and Greenland)     Program Services Auxillary Enterprises 132,395
Europe (Including Iceland and Greenland)   6 Program Services Instruction 2,464,326
Europe (Including Iceland and Greenland)     Program Services Management & General 1,279,676
Europe (Including Iceland and Greenland)   3 Program Services Other 950,046
Europe (Including Iceland and Greenland)   17 Program Services Research 834,929
Middle East and North Africa     Program Services Auxillary Enterprises 4,277
Middle East and North Africa     Program Services Instruction 155,291
Middle East and North Africa     Program Services Management & General 241,156
Middle East and North Africa     Program Services Other 147,470
Middle East and North Africa     Program Services Research 41,477
North America (Canada & Mexico only)     Program Services Auxillary Enterprises 75,874
North America (Canada & Mexico only)     Program Services Instruction 337,998
North America (Canada & Mexico only)     Program Services Management & General 50,131
North America (Canada & Mexico only)   3 Program Services Other 59,929
North America (Canada & Mexico only)     Program Services Research 72,535
Russia and Neighboring States     Program Services Auxillary Enterprises 2,596
Russia and Neighboring States     Program Services Instruction 32,249
Russia and Neighboring States     Program Services Management & General 18,652
Russia and Neighboring States     Program Services Other 11,841
Russia and Neighboring States     Program Services Research 23,610
South America     Program Services Auxillary Enterprises 2,238
South America     Program Services Instruction 238,609
South America     Program Services Management & General 57,843
South America   10 Program Services Other 138,670
South America   6 Program Services Research 106,872
South Asia   1 Program Services Instruction 138,672
South Asia     Program Services Management & General 9,195
South Asia   7 Program Services Other 41,094
South Asia   1 Program Services Research 68,097
Sub-Saharan Africa     Program Services Auxillary Enterprises 4,371
Sub-Saharan Africa   1 Program Services Instruction 274,035
Sub-Saharan Africa     Program Services Management & General 54,111
Sub-Saharan Africa   3 Program Services Other 103,005
Sub-Saharan Africa 2 30 Program Services Research 361,959
Central America and the Caribbean     Grantmaking   2,102,890
East Asia and the Pacific     Grantmaking   837,886
Europe (Including Iceland and Greenland)     Grantmaking   1,718,594
Middle East and North Africa     Grantmaking   1,605,581
North America (Canada & Mexico only)     Grantmaking   116,868
Russia and Neighboring States     Grantmaking   31,142
South America     Grantmaking   369,876
South Asia     Grantmaking   174,697
Sub-Saharan Africa     Grantmaking   1,267,036
3a Sub-total .... 8 121 7,121,877,800
b Total from continuation sheets to Part I ... 2 107 21,266,918
c Totals (add lines 3a and 3b) 10 228 7,143,144,718
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
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Schedule F (Form 990) 2019
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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)
Central America and the Caribbean see Part V 1,958,033 Check/Wire      
Sub-Saharan Africa see Part V 7,350 Check/Wire      
Sub-Saharan Africa see Part V 116,531 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 64,165 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 89,866 Check/Wire      
Central America and the Caribbean see Part V 136,405 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 22,675 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 27,781 Check/Wire      
South Asia see Part V 5,425 Check/Wire      
East Asia and the Pacific see Part V 282,946 Check/Wire      
South Asia see Part V 30,000 Check/Wire      
South Asia see Part V 79,762 Check/Wire      
Sub-Saharan Africa see Part V 1,065,322 Check/Wire      
Sub-Saharan Africa see Part V 9,619 Check/Wire      
Sub-Saharan Africa see Part V 47,254 Check/Wire      
Sub-Saharan Africa see Part V 10,000 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 169,554 Check/Wire      
South Asia see Part V 55,026 Check/Wire      
North America (Canada & Mexico only) see Part V 87,000 Check/Wire      
East Asia and the Pacific see Part V 202,641 Check/Wire      
South America see Part V 212,683 Check/Wire      
Middle East and North Africa see Part V 1,423,269 Check/Wire      
Russia and Neighboring States see Part V 12,000 Check/Wire      
South America see Part V 104,293 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 49,922 Check/Wire      
Middle East and North Africa see Part V 158,842 Check/Wire      
Europe (Including Iceland and Greenland) see Part V 57,949 Check/Wire      
East Asia and the Pacific see Part V 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
27
Schedule F (Form 990) 2019
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Schedule F (Form 990) 2019Page 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 Central America and the Caribbean 1 8,000 Check/Wire/Direct Deposit      
Housing and Other Assistance East Asia and the Pacific 22 50,703 Check/Wire/Direct Deposit      
Housing and Other Assistance Europe (Including Iceland and Greenland) 691 1,226,883 Check/Wire/Direct Deposit      
Housing and Other Assistance Middle East and North Africa 33 23,470 Check/Wire/Direct Deposit      
Housing and Other Assistance North America (Canada & Mexico only) 34 29,220 Check/Wire/Direct Deposit      
Housing and Other Assistance Russia and Neighboring States 5 16,180 Check/Wire/Direct Deposit      
Housing and Other Assistance South America 35 39,500 Check/Wire/Direct Deposit      
Housing and Other Assistance Sub-Saharan Africa 4 4,450 Check/Wire/Direct Deposit      
Prizes and Awards East Asia and the Pacific 1 200,000 Check/Wire/Direct Deposit      
Research/Travel Central America and the Caribbean 1 452 Check/Wire/Direct Deposit      
Research/Travel East Asia and the Pacific 2 1,596 Check/Wire/Direct Deposit      
Research/Travel Europe (Including Iceland and Greenland) 19 9,799 Check/Wire/Direct Deposit      
Research/Travel North America (Canada & Mexico only) 2 648 Check/Wire/Direct Deposit      
Research/Travel Russia and Neighboring States 2 2,962 Check/Wire/Direct Deposit      
Research/Travel South America 2 13,400 Check/Wire/Direct Deposit      
Research/Travel South Asia 1 4,484 Check/Wire/Direct Deposit      
Research/Travel Sub-Saharan Africa 4 6,510 Check/Wire/Direct Deposit      
               
Schedule F (Form 990) 2019
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Schedule F (Form 990) 2019
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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) 2019
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Schedule F (Form 990) 2019
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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 II, Line 1(d) Purpose of Grant Payments related to work performed on research subcontract related to federal, state or private grant originally made to the University and other assistance in accordance with the University's exempt mission.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS ALL GRANTS MADE FOR RESEARCH ACTIVITIES ARE INITIATED BY A FORMAL SUB-CONTRACT EXECUTED BY BOTH PARTIES. THE TERMS AND CONDITIONS OF EACH GRANT CONTAIN ALL THE GUIDELINES FOR INVOICING, BILLING, RECORD RETENTION, AUDITS, ETC. RESEARCH AND SPONSORED PROGRAMS ACCOUNTING ("RSPA") AND THE NOTRE DAME RESEARCH OFFICE WORK IN TANDEM TO ENSURE THE GUIDELINES ARE ADHERED TO. ALMOST ALL SUBCONTRACTS FOR RESEARCH ACTIVITIES ARE PAID ON A COST REIMBURSEMENT BASIS. ALL INVOICES PAID FOR COSTS ARE APPROVED BY THE PRINCIPAL INVESTIGATOR BASED ON COMPLETION OF WORK, DELIVERABLES MET, ETC. IN ADDITION, RSPA MONITORS THE PAYMENTS AGAINST THE TOTAL BUDGET TO ENSURE PAYMENT IS NOT MADE ABOVE THE STIPULATED CEILING. THE UNIVERSITY HAS A POLICY CONTAINING GUIDELINES SURROUNDING SUB-CONTRACTS, SOME OF WHICH WERE ADDRESSED ABOVE. THIS POLICY CAN BE FOUND AT: 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 (Form 990) 2019
Additional Data


Software ID: 19010655
Software Version: 2019v5.0