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) BCMR Feeder-TE GP LLC
518 17th Street
Suite 1700
Denver,CO802024130
Feeder fund DE -173,485 0 University of Notre Dame du Lac
 
(2) Dynamo Brasil III LLC
Corporation Trust Center
1209 Orange St
Wilmington,DE19801
Investments DE 0 100,119,660 University of Notre Dame du Lac
 
(3) NDI Gateway LLC
203 Main Building
Notre Dame,IN46656
47-2320410
Foreign educational activities IN 2,980 213,644 University of Notre Dame du Lac
 
(4) Santa Fe Interests LLC
Controllers Office
724 Grace Hall
Notre Dame,IN46556
20-3977995
Rental real estate DE -2,744,405 44,844,911 University of Notre Dame du Lac
 
(5) ND Pit Road LLC
1400 E Angela Blvd
South Bend,IN46617
82-3967175
Investments DE 685,519 1,277,890 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


For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Page 2
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 31,365,111 157,480,566   No     No 82.12 %
(2) Qiming II Investor Holdings LLC

11100 NE 8th Street
Suite 200
Bellevue,WA98004
27-0464551
Feeder fund WA University of Notre Dame du Lac
 
Excluded 1,454,340 0   No   Yes   100 %
(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 -2,150,239 33,017,502   No     No 68.72 %
(4) NDFPR LP

PO Box 194170
San Francisco,CA941194170
61-1769730
Investments DE BART Partners VIII LLC
 
Excluded 17,836,204 66,048,459   No     No 97.78 %
(5) VMG Stone Brewing Coinvestment LP

39 Mesa Street
Suite 310
San Francisco,CA94129
81-2802402
Investments DE VMG Partners III GP LP
 
Unrelated -1,958,577 50,855,210   No -1,958,577   No 64.8 %
(6) EEM LP

 
 
98-1272313
Investments UK EEM Management LP
 
Excluded 6,565,452 113,069,660   No     No 99 %
(7) Endries Co-Invest LLC

c/o Nautic Partners LLC
50 Kennedy Plaza 17th Floor
Providence,RI02903
82-1556028
Investments DE Nautic Capital VIII LP
 
Excluded 144 421,662   No     No 90.77 %
(8) Level Equity-IMN Investors LLC

Two Grand Central Tower
New York,NY10017
83-0757153
Investments DE Level Equity Management LLC
 
Excluded 0 13,355,289   No     No 99.76 %
(9) EEM II LP

 
 
Investments UK EEM Management II LP
 
Excluded 0 230,233   No     No 99 %
(10) EEM Opportunities LP

 
 
98-1430893
Investments UK EEM Opportunities Management II LP
 
Excluded 4,431,803 123,396,048   No     No 99 %
(11) Founder Collective SG SPV LP

1 Mifflin Place
Suite 300
Cambridge,MA02138
85-1490689
Investments DE Founder Collective SG GP LLC
 
Excluded 0 15,029,642   No     No 87.21 %
(12) Needle 2020-1 LLC

548 Market St PMB 75231
San Francisco,CA941045401
85-3317382
Investments DE Needle 2020-1 Manager LLC
 
Excluded 0 10,013,298   No     No 100 %
(13) Mile Rock Capital Fund II LP

700 Larkspur Landing Circle
Larkspur,CA94939
87-3134908
Investments DE Mile Rock Capital Management LLC
 
Excluded 0 -150,451   No     No 51.32 %
(14) SC Global Opportunities SLP

 
 
Investments JE SC Global Opportunities Management LP
 
Excluded 0 11,228,949   No     No 99 %
(15) Notre Dame Pit Road Fund LP

1400 E Angela Blvd 149
South Bend,IN46617
82-3984831
Investments DE ND Pit Road LLC
 
Excluded 24,610 1,507,717   No -549   No 15.01 %
(16) Auxilium Fund III Coperatief UA

 
 
98-1645033
Investments NL Auxilium Fund III Cooperatief UA Holdings
 
Excluded 0 4,669,666   No     No 50 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) BCMR Feeder-TE LP

518 17th Street
Suite 1700
Denver,CO80202
98-0582629
Feeder fund CA University of Notre Dame du Lac
 
C Corporation -28,405 0 0 % Yes  
(2) Sorin Management Ltd

 
 
Investments MP University of Notre Dame du Lac
 
C Corporation 0 116,002 100 % Yes  
(3) TDR Capital II C Holdings LP

 
 
98-0648852
Feeder fund UK University of Notre Dame du Lac
 
C Corporation 17,301,136 974,260 100 % Yes  
(4) ND Renewable Energy Inc

Controllers Office
724 Grace Hall
Notre Dame,IN46556
81-4675664
Finance IN University of Notre Dame du Lac
 
C Corporation -300 4,710 100 % Yes  
(5) ND-Structured Immunity Inc

1400 E Angela Blvd
South Bend,IN46617
82-2731805
Health care DE University of Notre Dame du Lac
 
C Corporation 0 50 100 % Yes  
(6) SAFA Inc

1400 E Angela Blvd
South Bend,IN46617
82-4167966
Software DE University of Notre Dame du Lac
 
C Corporation 0 0 66.2 % Yes  
(7) PMD Vibration Inc

1400 E Angela Blvd
South Bend,IN46617
82-4269472
Health care DE University of Notre Dame du Lac
 
C Corporation 0 0 100 % Yes  
(8) Charitable remainder trusts (76)

 
 
Split-interest trusts where University of Notre Dame du Lac is trustee and remainder beneficiary IN University of Notre Dame du Lac
 
Trust         No
(9) Blue Stamp Trust

1 Breakfast Creek Road
Building 1 Level 1
Newstead,QLD4006
AS
Investments AS University of Notre Dame du Lac
 
C Corporation 20,899,155 61,428,027 69.69 % Yes  
(10) 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 -1,770,760 172,670,909 51.85 % Yes  
(11) Feeder Vehicle US AB

 
 
Feeder fund SW University of Notre Dame du Lac
 
C Corporation 0 12,796,440 71.4 % Yes  
(12) 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 1,082 294,264 100 % Yes  
(13) Adapta Education Inc

1400 E Angela Blvd
South Bend,IN46617
61-1890512
Education DE University of Notre Dame du Lac
 
C Corporation -6,677 45,596 49.1 % Yes  
(14) Forever Analytical Inc

1400 E Angela Blvd
South Bend,IN46617
87-2242558
Environmental services DE University of Notre Dame du Lac
 
C Corporation 0 0 100 % Yes  
(15) 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  
(16) Tessellated Inc

1400 E Angela Blvd
South Bend,IN46617
87-2220454
Engineering DE University of Notre Dame du Lac
 
C Corporation 61,089 68,240 76.4 % Yes  
(17) Soteria Flooring Inc

1400 E Angela Blvd
South Bend,IN46617
88-1838586
Flooring systems DE University of Notre Dame du Lac
 
C Corporation 0 0 100 % Yes  
(18) Drone Response Inc

1400 E Angela Blvd
South Bend,IN46617
87-2208386
Emergency services DE University of Notre Dame du Lac
 
C Corporation 0 0 100 % Yes  
Schedule R (Form 990) 2021
Page 3
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
 
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
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 5,085,858 Funding provided
(2) NDFPR LP

S 71,813,625 Amount received
(3) Merit Energy Partners VIII LP

B 8,464,500 Funding provided
(4) Merit Energy Partners VIII LP

S 42,075,000 Amount received
(5) Mile Rock Capital Fund II LP

B 4,516,716 Funding provided
(6) Feeder Vehicle US AB

B 5,417,269 Funding provided
(7) Endries Co-Invest LLC

S 395,996 Amount received
(8) EEM LP

B 11,643,600 Funding provided
(9) EEM LP

S 481,167 Amount received
(10) EEM II LP

B 2,830,394 Funding provided
(11) EEM Opportunities LP

B 32,374,170 Funding provided
(12) EEM Opportunities LP

S 8,940,176 Amount received
(13) SC Global Opportunities SLP

B 19,635,875 Funding provided
(14) TDR Capital II C Holdings LP

S 20,548,606 Amount received
(15) VMG Stone Brewing Coinvestment LP

B 644,804 Funding provided
(16) Qiming II Investor Holdings LLC

S 2,378,034 Amount received
(17) Fundacion University of Notre Dame Chile

B 362,996 Funding provided
(18) The University of Notre Dame (USA) in England

B 1,058,456 Funding provided/expenses incurred
(19) The University of Notre Dame (USA) in England

R 4,587,315 Remittance of revenue collected on behalf of org
(20) Charitable remainder trusts (5)

S 1,523,864 Remainder interests realized
(21) ND Renewable Energy Inc

D 20,000,000 Funding provided
(22) ND Renewable Energy Inc

G 25,200,000 Sale proceeds
(23) ND Renewable Energy Inc

M 124,720 Amount invoiced
(24) Sorin Management LTD

B 118,676 Funding provided
(25) Sorin Management LTD

S 17,335,098 Amount received
(26) Voice of the Fighting Irish Inc

B 96,142 Funding provided
(27) Adapta Education Inc

B 75,000 Funding provided
(28) SAFA Inc

B 75,000 Funding provided
Schedule R (Form 990) 2021
Page 4
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
Page 5
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: 21014044
Software Version: 2021v4.2