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ObjectId: 202221339349302942 - Submission: 2022-05-13
TIN: 35-0868188
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
20
Open to Public Inspection
Name of the organization
University of Notre Dame du Lac
Employer identification number
35-0868188
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
(1)
BCMR Feeder-TE GP LLC
518 17th Street
Suite 1700
Denver
,
CO
802024130
Feeder fund
DE
1,026
27,846
University of Notre Dame du Lac
(2)
Dynamo Brasil III LLC
Corporation Trust Center
1209 Orange St
Wilmington
,
DE
19801
Investments
DE
0
139,078,019
University of Notre Dame du Lac
(3)
NDI Gateway LLC
203 Main Building
Notre Dame
,
IN
46656
47-2320410
Foreign educational activities
IN
150,500
218,793
University of Notre Dame du Lac
(4)
Santa Fe Interests LLC
Controllers Office
724 Grace Hall
Notre Dame
,
IN
46556
20-3977995
Rental real estate
DE
-3,313,331
45,641,414
University of Notre Dame du Lac
(5)
ND Pit Road LLC
1400 E Angela Blvd
South Bend
,
IN
46617
82-3967175
Investments
DE
679,500
1,273
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
,
IN
46556
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
,
IN
46556
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
,
IN
46204
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
,
IN
46202
46-2882271
Life sciences research
IN
501(c)(3)
Type I
NA
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Page 2
Schedule R (Form 990) 2020
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
,
TX
75240
75-2530212
Direct energy investments
DE
Merit Management Partners I LP
Excluded
5,045,540
155,562,423
No
No
99 %
(2)
Qiming II Investor Holdings LLC
11100 NE 8th Street
Suite 200
Bellevue
,
WA
98004
27-0464551
Feeder fund
WA
University of Notre Dame du Lac
Excluded
53,550
1,643,863
No
Yes
100 %
(3)
Thor Palmer House Co-Investor LP
25 West 39th Street
11th Floor
New York
,
NY
10018
20-3283109
Real estate investment
DE
Thor Palmer House Co-Investor GP LLC
Excluded
-1,814,729
33,487,140
No
No
68.72 %
(4)
Bridgewater Corporate Bond Fund LLC
One Glendinning Place
Westport
,
CT
06880
52-2317130
Investments
DE
Bridgewater Associates LP
Excluded
962,606
0
No
No
0 %
(5)
NDFPR LP
PO Box 194170
San Francisco
,
CA
941194170
61-1769730
Investments
DE
BART Partners VIII LLC
Excluded
-60,704,894
121,134,346
No
No
99.4 %
(6)
VMG Stone Brewing Coinvestment LP
39 Mesa Street
Suite 310
San Francisco
,
CA
94129
81-2802402
Investments
DE
VMG Partners III GP LP
Unrelated
-1,942,607
52,164,851
No
-1,942,607
No
64.8 %
(7)
Schroder Adveq EEM I LP
98-1272313
Investments
UK
Schroder Adveq EEM Management I LP
Excluded
1,215,565
61,088,018
No
No
99 %
(8)
22NW Fund LP
1455 NW Leary Way
Suite 400
Seattle
,
WA
98107
47-3303449
Investments
DE
22NW Fund Group LLC
Excluded
-189,523
74,102,797
No
No
48.76 %
(9)
Endries Co-Invest LLC
c/o Nautic Partners LLC
50 Kennedy Plaza 12th Floor
Providence
,
RI
02903
82-1556028
Investments
DE
Nautic Capital VIII LP
Excluded
27,913
435,401
No
No
91.03 %
(10)
Mile Rock Capital Fund I LP
700 Larkspur Landing Circle
Larkspur
,
CA
94939
82-5049944
Investments
DE
Mile Rock Capital
Excluded
144,104
10,539,328
No
No
50 %
(11)
Level Equity-IMN Investors LLC
Two Grand Central Tower
New York
,
NY
10017
83-0757153
Investments
DE
Level Equity Management LLC
Excluded
0
10,191,527
No
No
99.76 %
(12)
EEM II LP
Investments
UK
EEM Management II LP
Excluded
0
0
No
No
99 %
(13)
EEM Opportunities LP
98-1430893
Investments
UK
EEM Opportunities Management II LP
Excluded
10,668
20,760,262
No
No
99 %
(14)
Founder Collective SG SPV LP
1 Mifflin Place
Suite 300
Cambridge
,
MA
02138
85-1490689
Investments
DE
Founder Collective SG GP LLC
Excluded
0
14,990,799
No
No
87.21 %
(15)
Needle 2020-1 LLC
38 Miller Avenue 123
Mill Valley
,
CA
94941
85-3317382
Investments
DE
Needle 2020-1 Manager LLC
Excluded
0
10,014,271
No
No
100 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
BCMR Feeder-TE LP
518 17th Street
Suite 1700
Denver
,
CO
80202
98-0582629
Feeder fund
CA
University of Notre Dame du Lac
C Corporation
-1,145,805
3,063,012
99 %
Yes
(2)
Sorin Management Ltd
Investments
MP
University of Notre Dame du Lac
C Corporation
234
17,462,121
100 %
Yes
(3)
TDR Capital II C Holdings LP
98-0648852
Feeder fund
UK
University of Notre Dame du Lac
C Corporation
204
25,777,389
100 %
Yes
(4)
ND Renewable Energy Inc
Controllers Office
724 Grace Hall
Notre Dame
,
IN
46556
81-4675664
Finance
IN
University of Notre Dame du Lac
C Corporation
0
5,000
100 %
Yes
(5)
ND-Structured Immunity Inc
1400 E Angela Blvd
South Bend
,
IN
46617
82-2731805
Health care
DE
University of Notre Dame du Lac
C Corporation
0
1,438
100 %
Yes
(6)
Safa Inc (FKA ND-Origin Oncology Inc)
1400 E Angela Blvd
South Bend
,
IN
46617
82-4167966
Health care
DE
University of Notre Dame du Lac
C Corporation
0
220
100 %
Yes
(7)
PMD Migration Inc (FKA ND-Prevallergy Inc)
1400 E Angela Blvd
South Bend
,
IN
46617
82-4269472
Health care
DE
University of Notre Dame du Lac
C Corporation
0
0
100 %
Yes
(8)
ND-Vital View Technologies Inc
1400 E Angela Blvd
South Bend
,
IN
46617
82-5296303
Health care
DE
University of Notre Dame du Lac
C Corporation
3,625
836
25 %
Yes
(9)
Charitable remainder trusts (85)
Split-interest trusts where University of Notre Dame du Lac is trustee and remainder beneficiary
IN
University of Notre Dame du Lac
Trust
No
(10)
Blue Stamp Trust
1 Breakfast Creek Road
Building 1 Level 1
Newstead
,
QLD
4006
AS
Investments
AS
University of Notre Dame du Lac
C Corporation
52,384
227,226,903
72.45 %
Yes
(11)
Fairmount Healthcare Feeder Fund II Ltd
98-1465488
Feeder fund
CJ
University of Notre Dame du Lac
C Corporation
-1,267,305
194,441,046
66.05 %
Yes
(12)
Feeder Vehicle US AB
Feeder fund
SW
University of Notre Dame du Lac
C Corporation
0
6,764,395
71.43 %
Yes
(13)
Notre Dame (Beijing) Consulting Co Ltd
Rm 1401-13 14th Flr
Bldg 4 Courtyard 8 Xin Yuan Nan Rd
Beijing
,
Chaoyang Dist
CH
Consulting
CH
NDI Gateway LLC
C Corporation
333
197,132
100 %
Yes
(14)
Adapta Education Inc (FKA ND-DiagenomiX Inc)
1400 E Angela Blvd
South Bend
,
IN
46617
61-1890512
Education
DE
University of Notre Dame du Lac
C Corporation
20,000
20,031
100 %
Yes
Schedule R (Form 990) 2020
Page 3
Schedule R (Form 990) 2020
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
No
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
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)
BCMR Feeder - TE LP
S
101,563
Amount received
(2)
Bridgewater Corporate Bond Fund LLC
S
163,343,694
Amount received
(3)
22NW Fund LP
B
10,000,000
Funding provided
(4)
Fairmount Healthcare Feeder Fund II Ltd
B
10,000,000
Funding provided
(5)
Founder Collective SG SPV LP
B
15,056,550
Funding provided
(6)
NDFPR LP
S
55,042,092
Amount received
(7)
Needle 2020-1 LLC
B
10,019,597
Funding provided
(8)
Level Equity-IMN Investors LLC
B
3,241,081
Funding provided
(9)
Merit Energy Partners VIII LP
B
5,346,000
Funding provided
(10)
Merit Energy Partners VIII LP
S
15,345,000
Amount received
(11)
Mile Rock Capital Fund I LP
B
16,844,158
Funding provided
(12)
Feeder Vehicle US AB
B
7,416,152
Funding provided
(13)
Qiming II Investor Holdings LLC
S
3,042,537
Amount received
(14)
Schroeder Adveq EEM I LP
B
7,456,182
Funding provided
(15)
EEM Opportunities LP
B
64,015,445
Funding provided
(16)
EEM Opportunities LP
S
5,101,239
Amount received
(17)
VMG Stone Brewing Coinvestment LP
B
612,402
Funding provided
(18)
Fundacion University of Notre Dame Chile
B
247,497
Funding provided
(19)
The University of Notre Dame (USA) in England
B
1,319,370
Funding provided/expenses incurred
(20)
The University of Notre Dame (USA) in England
R
3,464,611
Remittance of revenue collected on behalf of org
(21)
Charitable remainder trusts (9)
S
2,470,914
Remainder interests received
(22)
Sorin Management Ltd
B
3,245,000
Funding provided
(23)
Voice of the Fighting Irish Inc
B
108,032
Funding Provided
Schedule R (Form 990) 2020
Page 4
Schedule R (Form 990) 2020
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) 2020
Page 5
Schedule R (Form 990) 2020
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) 2020
Additional Data
Software ID:
20011424
Software Version:
2020v4.0