-
TIN:
Form
990-T
Department of the Treasury
Internal Revenue Service
Exempt Organization Business Income Tax Return
(and proxy tax under section 6033(e))
For calendar year 2023 or other tax year beginning
07-01-2023
and ending
06-30-2024
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
23
Open to Public Inspection for 501(c)(3) Organizations Only
A
Check box if address changed.
B
Exempt under section
501(
c3
)
408(e)
220(e)
408A
530(a)
529(a)
529A
Print or Type
Name of organization (
Check box if name changed and see instructions.)
University of Notre Dame du Lac
Number, street, and room or suite no. If a P.O. box, see instructions.
Controllers Office 724 Grace Hall
City or town, state or province, and ZIP or foreign postal code
Notre Dame
,
IN
46556
C
Book value of all assets at end of year
.....
26,690,008,945
D
Employer identification number
35-0868188
E
Group exemption number
(see instructions)
5067
F
Check box if an amended return.
G
Check organization type
501(c) corporation
501(c) trust
401(a) trust
Other trust
State college/university
6417(d)(1)(A) Applicable entity
H
Check if filing only to claim
Credit from Form 8941
Refund shown on Form 2439
Elective payment amount from Form 3800
I
Check if a 501(c)(3) organization filing a consolidated return with a 501(c)(2) titleholding corporation
.........
J
Enter the number of attached Schedules A (Form 990-T)
List of Attached Documents:
// Content
...............
12
K
During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group?
...
Yes
No
If "Yes," enter the name and identifying number of the parent corporation
L
The books are in care of
Andrew M Paluf
Controllers Office 724 Grace Hall
Notre Dame
,
IN
46556
Telephone number
(574) 631-7575
Part I
Total Unrelated Business Taxable Income
1
Total of unrelated business taxable income computed from all unrelated trades or businesses (see instructions)
..............................
1
22,796,747
2
Reserved
..............................
2
3
Add lines 1 and 2
............................
3
22,796,747
4
Charitable contributions (see instructions for limitation rules)
..............
4
1,191,101
5
Total unrelated business taxable income before net operating losses. Subtract line 4 from line 3
....
5
21,605,646
6
Deduction for net operating loss. See instructions
List of Attached Documents:
// Content
.................
6
10,885,734
7
Total of unrelated business taxable income before specific deduction and section 199A deduction.
Subtract line 6 from line 5
.........................
7
10,719,912
8
Specific deduction (generally $1,000, but see instructions for exceptions)
..........
8
1,000
9
Trusts.
Section 199A deduction. See instructions
.................
9
10
Total deductions.
Add lines 8 and 9
......................
10
1,000
11
Unrelated business taxable income.
Subtract line 10 from line 7. If line 10 is greater than line 7, enter zero
................................
11
10,718,912
Part II
Tax Computation
1
Organizations taxable as corporations.
Multiply Part I, line 11 by 21% (0.21)
.......
1
2,250,972
2
Trusts taxable at trust rates.
See instructions for tax computation. Income tax on the amount on
Part I, line 11 from:
Tax rate schedule or
Schedule D (Form 1041)
........
2
3
Proxy tax.
See instructions
.......................
3
4
Other tax amounts. See instructions
....................
4
5
Alternative minimum tax
.........................
5
6
Tax on noncompliant facility income.
See instructions
................
6
7
Total.
Add lines 3 through 6 to line 1 or 2, whichever applies
...............
7
2,250,972
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11291J
Form
990-T
(2023)
Form 990-T (2023)
Page
2
Part III
Tax and Payments
1a
Foreign tax credit (corporations attach Form 1118; trusts attach Form 1116)
1a
b
Other credits (see instructions)
..............
1b
0
c
General business credit. Attach Form 3800 (see instructions)
.....
1c
List of Attached Documents:
// Content
1,694,479
d
Credit for prior year minimum tax (attach Form 8801 or 8827)
....
1d
e
Total credits.
Add lines 1a through 1d
.....................
1e
1,694,479
2
Subtract line 1e from Part II, line 7
.......................
2
556,493
3a
Amount due from Form 4255
...............
3a
b
Amount due from Form 8611
...............
3b
0
c
Amount due from Form 8697
...............
3c
d
Amount due from Form 8866
...............
3d
e
Other amounts due (see instructions)
............
3e
f
Total credits.
Add lines 3a through 3e
.....................
3f
1,694,479
4
Total tax.
Add lines 2 and 3f (see instructions).
Check if includes tax previously deferred under
section 1294. Enter the tax amount here
4
556,493
5
Current net 965 tax liability paid from Form 965-A, Part II, column (k)
...........
5
6a
Payments: Preceding year's overpayment credited to the current year
..
6a
b
Current Year's estimated tax payments. Check if section 643(g) election applies
6b
0
c
Tax deposited with Form 8868
..............
6c
d
Foreign organizations: Tax paid or withheld at source (see instructions)
.
6d
0
e
Backup withholding (see instructions)
............
6e
6,787
f
Credit for small employer health insurance premiums (attach Form 8941)
.
6f
g
Elective payment election amount from Form 3800
........
6g
h
Payment from Form 2439
................
6h
i
Credit from Form 4136
.................
6i
j
Other (see instructions)
................
6j
7
Total payments.
Add lines 6a through 6j
.....................
7
46,085
8
Estimated tax penalty (see instructions). Check if Form 2220 is attached
........
8
9
Tax due.
If line 7 is smaller than the total of lines 4, 5, and 8, enter amount owed
.......
9
510,408
10
Overpayment.
If line 7 is larger than the total of lines 4, 5, and 8, enter amount overpaid
....
10
11
Enter the amount of line 10 you want:
Credited to 2024 estimated tax
Refunded
11
Part IV
Statements Regarding Certain Activities and Other Information
(see instructions)
1
At any time during the 2023 calendar year, did the organization have an interest in or a signature or other authority over a financial account (bank, securities, or other) in a foreign country? If "Yes," the organization may have to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts. If "Yes," enter the name of the foreign country here
BR
CI
CH
EI
IS
IT
KE
LU
MP
NL
SW
UK
Yes
No
Yes
2
During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust?
No
If "Yes," see instructions for other forms the organization may have to file.
3
Enter the amount of tax-exempt interest received or accrued during the tax year
.....
$
12,250
4
Enter available pre-2018 NOL carryovers here. $
10,885,734
. Do not include any post-2017 NOL carryover shown on Schedule A (Form 990-T). Don't reduce the NOL carryover shown here by any deduction reported on Part I, line 4.
5
Post-2017 NOL carryovers. Enter the Business Activity Code and available post-2017 NOL carryovers. Don't reduce the amounts shown below by any NOL claimed on any Schedule A, Part II, line 17 for the tax year. See instructions.
Business activity code
Available post-2017 NOL carryover
901101
$
36,723,719
31
$
22,581,367
52
$
72,618
53
$
6,622,411
54
$
338,514
56
$
14,813
62
$
3,530,360
72
$
3,086,464
6a
Reserved for future use
.................................
b
Reserved for future use
.................................
Part V
Supplemental Information
Provide any additional information. See instructions.
Sign Here
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 taxpayer) is based on all information of which preparer has any knowledge.
Signature of officer
Date
Title
May the IRS discuss this return with the preparer shown below (see instructions)?
Yes
No
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
Check
if
self-employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-T
(2023)
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE A
(Form 990-T)
Department of the Treasury
Internal Revenue Service
Unrelated Business Taxable Income
From an Unrelated Trade or Business
Go to
www.irs.gov/Form990T
for instructions and the latest information.
Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3).
OMB No. 1545-0047
20
22
Open to Public Inspection for 501(c)(3) Organizations Only
A
Name of the organization
University of Notre Dame du Lac
B
Employer identification number
35-0868188
C
Unrelated business activity code (see instructions)
901101
D
Sequence:
1
of
12
E
Describe the unrelated trade or business
Investment Activities
Part I
Unrelated Trade or Business Income
(A) Income
(B) Expenses
(C) Net
1a
Gross receipts or sales
0
b
Less returns and allowances
0
c
Balance
1c
0
2
Cost of goods sold (Part III, line 8)
.........
2
0
3
Gross profit. Subtract line 2 from line 1c
.......
3
0
0
4a
Capital gain net income (attach Sch D (Form 1041 or Form
1120)) (see instructions)
............
4a
0
0
b
Net gain (loss) (Form 4797) (attach Form 4797)
(see instructions)
4b
List of Attached Documents:
// Content
27,842,454
27,842,454
c
Capital loss deduction for trusts
4c
5
Income (loss) from a partnership or an S corporation (attach statement)
................
5
List of Attached Documents:
// Content
32,697,721
32,697,721
6
Rent income (Part IV)
.............
6
0
0
0
7
Unrelated debt-financed income (Part V)
.......
7
0
0
0
8
Interest, annuities, royalties, and rents from a controlled
organization (Part VI)
.............
8
0
0
0
9
Investment income of section 501(c)(7), (9), or (17)
organizations (Part VII)
............
9
0
0
0
10
Exploited exempt activity income (Part VIII)
......
10
0
0
0
11
Advertising income (Part IX)
...........
11
0
0
0
12
Other income (see instructions; attach statement)
....
12
0
0
13
Total.
Combine lines 3 through 12
.........
13
60,540,175
0
60,540,175
Part II
Deductions Not Taken Elsewhere
(See instructions for limitations on deductions) Deductions must be directly connected with the unrelated business income
1
Compensation of officers, directors, and trustees (Part X)
.................
1
0
2
Salaries and wages
............................
2
0
3
Repairs and maintenance
..........................
3
0
4
Bad debts
...............................
4
0
5
Interest (attach statement) (see instructions)
...................
5
0
6
Taxes and licenses
.............................
6
1,483,001
7
Depreciation (attach Form 4562) (see instructions)
.........
7
0
8
Less depreciation claimed in Part III and elsewhere on return
.....
8a
0
8b
0
9
Depletion
...............................
9
0
10
Contributions to deferred compensation plans
.....................
10
0
11
Employee benefit programs
..........................
11
0
12
Excess exempt expenses (Part VIII)
.......................
12
0
13
Excess readership costs (Part IX)
........................
13
0
14
Other deductions (attach statement)
List of Attached Documents:
// Content
......................
14
132,763
15
Total deductions.
Add lines 1 through 14
.....................
15
1,615,764
16
Unrelated business income before net operating loss deduction. Subtract line 15 from Part I, line 13, column (C)
16
58,924,411
17
Deduction for net operating loss (see instructions)
..................
17
36,723,719
18
Unrelated business taxable income.
Subtract line 17 from line 16
.............
18
22,200,692
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 74036O
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
2
Part III
Cost of Goods Sold
Enter method of inventory valuation
1
Inventory at beginning of year
........................
1
0
2
Purchases
...............................
2
0
3
Cost of labor
..............................
3
0
4
Additional section 263A costs (attach statement)
..................
4
5
Other costs (attach statement)
List of Attached Documents:
// Content
........................
5
0
6
Total.
Add lines 1 through 5
..........................
6
0
7
Inventory at end of year
...........................
7
0
8
Cost of goods sold.
Subtract line 7 from line 6. Enter here and in Part I, line 2
..........
8
0
9
Do the rules of section 263A (with respect to property produced or acquired for resale) apply to the organization?
Yes
No
Part IV
Rent Income (From Real Property and Personal Property Leased with Real Property)
1
Description of property (property street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Rent received or accrued
a
From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%)
......
b
From real and personal property (if the percentage of rent for personal property exceeds 50% or if the rent is based on profit or income)
..........
c
Total rents received or accrued by property. Add lines 2a and 2b, columns A through D
.
3
Total rents received or accrued. Add line 2c columns A through D. Enter here and on Part I, line 6, column (A)
.
0
4
Deductions directly connected with the income in lines 2(a) and 2(b) (attach statement)
.
5
Total deductions.
Add line 4 columns A through D. Enter here and on Part I, line 6, column (B)
.....
0
Part V
Unrelated Debt-Financed Income
(see instructions)
1
Description of debt-financed property (street address, city, state, ZIP code). Check if a dual-use (see instructions)
A
B
C
D
A
B
C
D
2
Gross income from or allocable to debt-financed property
........
3
Deductions directly connected with or allocable to debt-financed property
a
Straight line depreciation (attach statement)
b
Other deductions (attach statement)
...
c
Total deductions (add lines 3a and 3b, columns A through D)
..........
4
Amount of average acquisition debt on or allocable to debt-financed property (attach statement)
...........
5
Average adjusted basis of or allocable to debt-financed property (attach statement)
...
6
Divide line 4 by line 5
.......
%
%
%
%
7
Gross income reportable. Multiply line 2 by line 6
8
Total gross income
(add line 7, columns A through D). Enter here and on Part I, line 7, column (A)
....
0
9
Allocable deductions. Multiply line 3c by line 6
10
Total allocable deductions.
Add line 9, columns A through D. Enter here and on Part I, line 7, column (B)
..
0
11
Total dividends-received deductions
included in line 10
.................
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
3
Part VI
Interest, Annuities, Royalties, and Rents from Controlled Organizations
(see instructions)
1.
Name of controlled organization
2.
Employer identification number
Exempt Controlled Organizations
3.
Net unrelated income (loss)
(see instructions)
4.
Total of specified payments made
5.
Part of column 4 that is included
in the controlling organization's
gross income
6.
Deductions directly connected with income in column 5
(1)
Tessellated Inc
87-2220454
(2)
ND Renewable Energy Inc
81-4675664
(3)
(4)
Nonexempt Controlled Organizations
7.
Taxable income
8.
Net unrelated
income (loss)
(see instructions)
9.
Total of specified payments made
10.
Part of column 9
that is included in the
controlling organization's
gross income
11.
Deductions directly connected with
income in column 10
(1)
43,415
43,415
7,303
7,303
0
(2)
-14,974
-14,974
23,063
23,063
0
(3)
(4)
Add columns 5 and 10.
Enter here and on Part I,
line 8, column (A)
Add columns 6 and 11.
Enter here and on Part I,
line 8, column (B)
Totals
.........................
0
0
Part VII
Investment Income of a Section 501(c)(7), (9), or (17) Organization
(see instructions)
1.
Description of income
2.
Amount of income
3.
Deductions directly connected
(attach statement)
4.
Set-asides
(attach statement)
5. Total deductions and set-asides
(add columns 3 and 4)
(1)
(2)
(3)
(4)
Totals
.........
Add amounts in column 2.
Enter here and on Part I,
line 9, column (A)
0
Add amounts in column 5.
Enter here and on Part I,
line 9, column (B)
0
Part VIII
Exploited Exempt Activity Income, Other Than Advertising Income
(see instructions)
1
Description of exploited activity:
2
Gross unrelated business income from trade or business. Enter here and on Part I, line 10, column (A)
...
2
0
3
Expenses directly connected with production of unrelated business income. Enter here and on Part I, line 10, column (B)
...............................
3
0
4
Net income (loss) from unrelated trade or business. Subtract line 3 from line 2. If a gain, complete
lines 5 through 7
.............................
4
0
5
Gross income from activity that is not unrelated business income
..............
5
0
6
Expenses attributable to income entered on line 5
...................
6
0
7
Excess exempt expenses. Subtract line 5 from line 6, but do not enter more than the amount on line 4. Enter here and on Part II, line 12
..........................
7
0
Schedule A (Form 990-T) 2022
Schedule A (Form 990-T) 2022
Page
4
Part IX
Advertising Income
1
Name(s) of periodical(s). Check box if reporting two or more periodicals on a consolidated basis.
A
B
C
D
Enter amounts for each periodical listed above in the corresponding column.
A
B
C
D
2
Gross advertising income
......
a
Add columns A through D. Enter here and on Part I, line 11, column (A)
.............
0
3
Direct Advertising costs by periodical
..
a
Add columns A through D. Enter here and on Part I, line 11, column (B)
.............
0
4
Advertising gain (loss). Subtract line 3 from line 2. For any column in line 4 showing a gain, complete lines 5 through 8. For any column in line 4 showing a loss or zero, do not complete lines 5 through 7, and enter zero on line 8
............
5
Readership costs
........
6
Circulation income
........
7
Excess readership costs. If line 6 is less than line 5, subtract line 6 from line 5. If line 5 is less than line 6, enter zero
.....
8
Excess readership costs allowed as a deduction. For each column showing a gain on line 4, enter the lesser of line 4 or line 7
.
a
Add line 8, columns A through D. Enter the greater of the columns total or zero here and on Part II, line 13
..
0
Part X
Compensation of Officers, Directors, and Trustees
(see instructions)
1.
Name
2.
Title
3.
Percentage
of time devoted
to business
4.
Compensation
attributable to
unrelated business
(1)
(2)
(3)
(4)
Total.
Enter here and on Part II, line 1
.........................
0
Part XI
Supplemental Information
(see instructions)
Schedule A (Form 990-T) 2022
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
SCHEDULE D
(Form 1120)
List of Attached Documents:
// Content
Department of the Treasury
Internal Revenue Service
Capital Gains and Losses
Attach to Form 1120, 1120-C, 1120-F, 1120-FSC, 1120-H, 1120-IC-DISC, 1120-L,
1120-ND, 1120-PC, 1120-POL, 1120-REIT, 1120-RIC, 1120-SF, or certain Forms 990-T.
Go to
www.irs.gov/Form1120
for instructions and the latest information.
OMB No. 1545-0123
20
23
Name
University of Notre Dame du Lac
Employer identification number
35-0868188
Did the corporation dispose of any investment(s) in a qualified opportunity fund during the tax year?
.......
Yes
No
If “Yes,” attach Form 8949 and see its instructions for additional requirements for reporting your gain or loss.
Part I
Short–Term Capital Gains and Losses –– Generally Assets Held One Year or Less (see instructions)
See instructions for how to figure the amounts to enter on the lines below.
This form may be easier to complete if you round off cents to whole dollars.
(d)
Proceeds
(e)
Cost
(g)
Adjustments to gain or loss from Form(s) 8949, Part 1, line 2, column (g)
(h) Gain or (loss)
Subtract column (e) from column (d) and combine the result with column (g)
1a
Totals for all short-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 1b
1b
Totals for all transactions reported on
Form(s) 8949 with
Box A
checked
2
Totals for all transactions reported on
Form(s) 8949 with
Box B
checked
3
Totals for all transactions reported on
Form(s) 8949 with
Box C
checked
97,801
0
0
97,801
4
Short-term capital gain from installment sales from Form 6252, line 26 or 37
...........
4
5
Short-term capital gain or (loss) from like-kind exchanges from Form 8824
...........
5
6
Unused capital loss carryover (attach computation)
..................
6
(
)
7
Net short-term capital gain or (loss). Combine lines 1a through 6 in column h
...........
7
97,801
Part II
Long–Term Capital Gains and Losses –– Generally Assets Held More Than One Year (see instructions)
See instructions for how to figure the amounts to enter on the lines below.
This form may be easier to complete if you round off cents to whole dollars.
(d)
Proceeds
(e)
Cost
(g)
Adjustments to gain or loss from Form(s) 8949, Part II, line 2, column (g)
(h) Gain or (loss)
Subtract column (e) from column (d) and combine the result with column (g)
8a
Totals for all long-term transactions reported on Form 1099-B for which basis was reported to the IRS and for which you have no adjustments (see instructions). However, if you choose to report all these transactions on Form 8949, leave this line blank and go to line 8b
8b
Totals for all transactions reported on
Form(s) 8949 with
Box D
checked
9
Totals for all transactions reported on
Form(s) 8949 with
Box E
checked
10
Totals for all transactions reported on
Form(s) 8949 with
Box F
checked
20,155,461
0
0
20,155,461
11
Enter gain from Form 4797, line 7 or 9
.......................
11
7,589,192
12
Long-term capital gain from installment sales from Form 6252, line 26 or 37
...........
12
13
Long-term capital gain or (loss) from like-kind exchanges from Form 8824
...........
13
14
Capital gain distributions (see instructions)
.....................
14
15
Net long-term capital gain or (loss). Combine lines 8a through 14 in column h
..........
15
27,744,653
Part III
Summary of Parts I and II
16
Enter excess of net short-term capital gain (line 7) over net long-term capital loss (line 15)
......
16
97,801
17
Net capital gain. Enter excess of net long-term capital gain (line 15) over net short-term capital loss (line 7)
.
17
27,744,653
18
Add lines 16 and 17. Enter here and on Form 1120, page 1, line 8, or the applicable line on other returns
..
18
27,842,454
Note:
If losses exceed gains, see
Capital losses
in the instructions.
For Paperwork Reduction Act Notice, see the Instructions for Form 1120.
Cat. No. 11460M
Schedule D (Form 1120) 2023
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
Form
3800
Department of the Treasury
Internal Revenue Service
General Business Credit
Go to
www.irs.gov/Form3800
for instructions and the latest information.
You must include all pages of Form 3800 with your return.
OMB No. 1545-0895
20
23
Attachment Sequence No.
22
Name(s) shown on return
University of Notre Dame du Lac
Identifying number
35-0868188
A
Corporate Alternative Minimum Tax (CAMT) and Base Erosion Anti-Abuse Tax (BEAT).
Are you both (a) an "applicable corporation" within the meaning of IRC 59(k)(1) for the CAMT, and (b) an "applicable taxpayer" within the meaning of IRC 59A(e) for the BEAT? See instructions
..................
Yes
No
Part I
Current Year Credit for Credits Not Allowed Against Tentative Minimum Tax (TMT)
Go to Part III before Parts I and II. See instructions.
1
General business credit from Part III, line 2, column (e)
...........
1
325,674
2
Passive activity credits from Part III, line 2, column (f)
2
0
3
Enter the applicable passive activity credits allowed for 2023. See instructions
.........
3
4
Carryforward of general business credit to 2023. See instructions for statement to attach.
.....
4
1,195,029
Check this box if the carryforward was changed or revised from the original reported amount
...
5
Carryback of general business credit from 2024. See instructions
..............
5
0
6
Add lines 1, 3, 4, and 5
...........................
6
1,520,703
Part II
Allowable Credit
7
Regular tax before credits:
Individuals. Enter the sum of the amounts from Form 1040, 1040-SR, or 1040-NR, line 16; and Schedule 2 (Form 1040), line 2.
Corporations. Enter the amount from Form 1120, Schedule J, Part I, line 1; or the applicable line of your return.
Estates and trusts. Enter the sum of the amounts from Form 1041, Schedule G, lines 1a and 1b, plus any Form 8978 amount included on line 1d; or the amount from the applicable line of your return.
.....
7
2,250,972
8
Alternative minimum tax:
Individuals. Enter the amount from Form 6251, line 11.
Corporations. Enter the amount from Form 4626, Part II, line 13.
Estates and trusts. Enter the amount from Schedule I (Form 1041), line 54.
.....
8
0
9
Add lines 7 and 8
.............................
9
2,250,972
10a
Foreign tax credit
..................
10a
b
Certain allowable credits (see instructions)
..........
10b
c
Add lines 10a and 10b
...........................
10c
0
11
Net income tax.
Subtract line 10c from line 9. If zero, skip lines 12 through 15 and enter -0- on line 16
11
2,250,972
12
Net regular tax.
Subtract line 10c from line 7. If zero or less, enter -0-
..
12
2,250,972
13
Enter 25% (0.25) of the excess, if any, of line 12 (line 11 for corporations)
over $25,000. See instructions
..............
13
556,493
14
Tentative minimum tax:
Individuals. Enter the amount from Form 6251, line 9.
Corporations. Enter -0-.
Estates and trusts. Enter the amount from Schedule I (Form 1041), line 52.
..
14
0
15
Enter the greater of line 13 or line 14
......................
15
556,493
16
Subtract line 15 from line 11. If zero or less, enter -0-
.................
16
1,694,479
17
Enter the
smaller
of line 6 or line 16
......................
17
1,520,703
C corporations:
See the line 17 instructions if there has been an ownership change, acquisition, or reorganization.
For Paperwork Reduction Act Notice, see separate instructions.
Cat. No. 12392F
Form
3800
(2023)
Form 3800 (2023)
Page
2
Part II
Allowable Credit
(Continued)
Note:
If you are not required to report any amounts on lines 22 or 24 below, skip lines 18 through 25 and enter -0- on line 26.
18
Multiply line 14 by 75% (0.75). See instructions
...................
18
0
19
Enter the greater of line 13 or line 18
.....................
19
556,493
20
Subtract line 19 from line 11. If zero or less, enter -0-
.................
20
1,694,479
21
Subtract line 17 from line 20. If zero or less, enter -0-
.................
21
173,776
22
Combine the amounts from line 3 of Part III, column (e), and line 2zz of Part IV, columns (e) and (f)
..
22
0
23
Passive activity credit from line 3 of Part III, column (f)
......
23
0
24
Enter the applicable passive activity credit allowed for 2023. See instructions
.........
24
25
Add lines 22 and 24
...........................
25
0
26
Empowerment zone and renewal community employment credit allowed. Enter the smaller of line 21 or line 25
26
0
27
Subtract line 13 from line 11. If zero or less, enter -0-
.................
27
1,694,479
28
Add lines 17 and 26
...........................
28
1,520,703
29
Subtract line 28 from line 27. If zero or less, enter -0-
.................
29
173,776
30
Enter the general business credit from line 5 of Part III, column (e)
.............
30
37,080
31
Reserved
...............................
31
32
Passive activity credits from line 5 of Part III, column (f)
......
32
0
33
Enter the applicable passive activity credits allowed for 2023. See instructions
.........
33
34
Carryforward of business credit to 2023. Enter the amount from line 5 of Part IV, column (f), and line 6 of
Part IV, column (g). See instructions for statement to attach
...............
34
232,125
Check this box if the carryforward was changed or revised from the original reported amount
...
35
Carryback of business credit from 2024. Enter the amount from line 5 of Part IV, column (e). See
instructions
..............................
35
0
36
Add lines 30, 33, 34, and 35
.........................
36
269,205
37
Enter the
smaller
of line 29 or line 36
.....................
37
173,776
38
Credit allowed for the current year.
Add lines 28 and 37.
Report the amount from line 38 (if smaller than the sum of Part I, line 6, and Part II, lines 25 and 36; see instructions) as indicated below or on the applicable line of your return.
Individuals. Schedule 3 (Form 1040), line 6a.
Corporations. Form 1120, Schedule J, Part I, line 5c.
Estates and trusts. Form 1041, Schedule G, line 2b.
...............
38
1,694,479
Form
3800
(2023)
Form 3800 (2023)
Page
3
Part III
Current Year General Business Credits (GBCs)
(see instructions). If there is more than one credit amount to report on lines 1a through 1zz, 3, or 4a through 4z, enter the number of items you have for that line in column (c) and complete Part V.
(a)
Current year credits from:
(b)
Elective payment or transfer registration number
(c)
# items
(d)
Pass-through or transfer credit entity EIN
(e)
Credits from non-passive activities
(f)
Current and prior year passive activity credit allowed for the current year
(g)
Credit transfer election amount (enter amounts transferred out as a negative amount)
(h)
Gross elective payment election amount
(i)
Net elective payment election amount
(j)
Combine columns (e), (f), and (g), less column (i)
1a
Form 3468, Part II
......
0
0
0
0
b
Form 7207
........
0
0
0
0
0
0
0
c
Form 6765
........
1
238,174
0
238,174
d
Form 3468, Part III
......
0
0
0
0
0
0
0
e
Form 8826
........
0
0
0
0
f
Form 8835, Part II
......
0
0
0
0
0
g
Form 7210
........
0
0
0
0
0
0
0
h
Form 8820
.......
0
0
0
0
i
Form 8874
........
0
0
0
0
j
Form 8881, Part I
......
0
0
0
0
k
Form 8882
List of Attached Documents:
// Content
........
1
50,000
0
50,000
l
Form 8864 (diesel)
......
0
0
0
0
m
Form 8896
........
0
0
0
0
n
Form 8906
........
0
0
0
0
o
Form 3468, Part IV
......
0
0
0
0
0
0
p
Form 8908
........
0
0
0
0
q
Reserved (45Z)
.......
r
Form 8910
........
0
0
0
0
s
Form 8911, Part II
......
0
0
0
0
0
0
0
t
Form 8830
........
0
0
0
0
u
Form 7213, Part II
......
0
0
0
0
0
0
0
v
Form 3468, Part V
......
w
Form 8932
........
0
0
0
0
x
Form 8933
........
0
0
0
0
0
0
0
y
Form 8936, Part II
......
0
0
0
0
z
Reserved
.........
aa
Form 8936, Part V
......
PF001241039H
5
37,500
0
37,500
37,500
0
bb
Form 8904
........
0
0
0
0
cc
Form 7213, Part I
......
0
0
0
0
dd
Form 8881, Part II
......
0
0
0
0
ee
Form 8881, Part III
......
0
0
0
0
ff
Form 8864, Line 8
......
0
0
0
0
gg
Reserved (1gg)
.......
hh
Reserved (1hh)
.......
ii
Reserved (1ii)
........
jj
Reserved (1jj)
........
zz
Other credits
.......
0
0
0
0
2
Add lines 1a through 1zz
.....
7
325,674
0
0
37,500
37,500
288,174
Form
3800
(2023)
Form 3800 (2023)
Page
4
Part III
Current Year General Business Credits (GBCs)
(see instructions). If there is more than one credit amount to report on lines 1a through 1zz, 3, or 4a through 4z, enter the number of items you have for that line in column (c) and complete Part V.
(continued)
(a)
Current year credits from:
(b)
Elective payment or transfer registration number
(c)
# items
(d)
Pass-through or transfer credit entity EIN
(e)
Credits from non-passive activities
(f)
Current year and carryover passive activity credit
(g)
Credit transfer election amount (enter amounts transferred out as a negative amount)
(h)
Gross elective payment election amount
(i)
Net elective payment election amount
(j)
Combine columns (e), (f), and (g), less column (i)
3
Form 8844
........
0
0
0
0
4
Specified credits:
a
Form 3468, Part VI
......
0
0
0
0
0
0
0
b
Form 5884
........
0
0
0
0
c
Form 6478
........
0
0
0
0
d
Form 8586
........
0
0
0
0
e
Form 8835, Part II
......
0
0
0
0
0
0
0
f
Form 8846
List of Attached Documents:
// Content
........
1
37,080
0
37,080
g
Form 8900
........
0
0
0
0
h
Form 8941
........
0
0
0
0
i
Form 6765 ESB credit
.....
0
0
0
0
j
Form 8994
........
0
0
0
0
k
Form 3468, Part VII
......
0
0
0
0
l
Reserved (4l)
........
m
Reserved (4m)
........
z
Other specified credits
......
0
0
0
0
5
Add lines 4a through 4z
.....
37,080
0
0
0
0
37,080
6
Add lines 2, 3, and 5
......
8
362,754
0
0
37,500
37,500
325,254
Form
3800
(2023)
Form 3800 (2023)
Page
5
Part IV
Carryovers of General Business Credits (GBCs) or Eligible Small Business Credits (ESBCs)
(see instructions)
(a)
Credits carried over to tax year 2023
(b)
Check if non-passive
(c)
Year
(d)
Pass-through entity EIN
(e)
Credit carrybacks to current year
(f)
Carryforwards (excluding ESBCs)
(g)
Eligible small business credit (ESBC) carryforwards
1a
Form 3468, Part II (coal, gasification)
.....
b
Form 7207 (manufacturing production)
....
c
Form 6765 (research)
.........
X
2015
90-0899217
0
1,145,029
0
d
Form 3468, Part III (advanced energy)
....
e
Form 8826 (disabled access)
.......
f
Form 8835, Part II (renewable electricity)
....
g
Form 7210 (clean hydrogen)
.......
h
Form 8820 (orphan drug)
........
i
Form 8874 (new markets)
........
j
Form 8881, Part I (pension plan startup)
....
k
Form 8882 (employer-provided child care)
....
X
2022
35-0868188
0
50,000
0
l
Form 8864 (biodiesel and renewable diesel)
...
m
Form 8896 (low sulfur diesel fuel)
......
n
Form 8906 (distilled spirits)
........
o
Form 3468, Part IV (advanced manufacturing)
...
p
Form 8908 (energy-efficient home)
......
q
Reserved
.............
r
Form 8910 (alternative motor vehicle)
.....
s
Form 8911, Part II (alternative fuel refueling)
...
t
Form 8830 (enhanced oil recovery)
......
u
Form 7213, Part II (zero-emission nuclear production)
.
v
Form 3468, Part V (Reserved)
.......
w
Form 8932 (differential wage)
.......
x
Form 8933 (carbon oxide sequestration)
....
y
Form 8936, Part II (clean vehicle)
......
z
Reserved
.............
aa
Form 8936, Part V (commercial clean vehicle)
...
bb
Form 8904 (oil and gas production)
......
cc
Form 7213, Part I (advanced nuclear production)
..
dd
Form 8881, Part II (pension auto enrollment)
...
ee
Form 8881, Part III (military spouse)
.....
ff
Form 8864 (sustainable aviation fuel mixture)
...
gg
Reserved
.............
hh
Reserved
.............
ii
Reserved
.............
jj
Reserved
.............
zz
Other
..............
2
Credits for which only carryforwards are allowed:
a
Form 5884-A (employee retention)
......
b
Form 8586 (low-income housing)(pre-2008)
...
c
Form 8845 (Indian employment)
......
d
Form 8907 (nonconventional source fuel)
....
e
Form 8909 (energy efficient appliance)
....
f
Form 8923 (mine rescue team training)
....
g
Form 8834 (qualified plug-in electric vehicle)
...
h
Form 8931 (agricultural chemicals security)
...
i
Form 1065-B (GBCs from electing partnership)
...
j
Form 5884 (work opportunity pre-2007)
....
k
Form 6478 (alcohol fuel pre-2005)
.....
l
Form 8846 (employer taxes pre-2007)
....
Form
3800
(2023)
Form 3800 (2023)
Page
6
Part IV
Carryovers of General Business Credits (GBCs) or Eligible Small Business Credits (ESBCs)
(see instructions)
(continued)
(a)
Credits carried over to tax year 2023
(b)
Check if non-passive
(c)
Year
(d)
Pass-through entity EIN
(e)
Credit carrybacks to current year
(f)
Carryforwards (excluding ESBCs)
(g)
Eligible small business credit (ESBC) carryforwards
m
Form 8900 (railroad track maintenance pre-2008)
..
n
Trans-Alaska pipeline liability fund credit
....
o
Form 5884-A, Section A (employers affected by Hurricane Katrina, Rita, or Wilma)
.........
p
Form 5884-A, Section B (Hurricane Katrina housing)
.
q
Form 5884-A, Section A (affected Midwestern disaster area employers)
...........
r
Form 5884-A, Section B (employer housing)
...
s
Form 5884-B (new hire retention)
......
t
Form 8847 (contributions to selected community development corporations)
........
u
Form 8861 (welfare to work)
.......
v
Form 8884 (New York Liberty Zone business employee)
w
Form 8942 (therapeutic drug)
.......
yy
yy Other credits (see instructions)
......
zz
Add lines 1a through 1zz and 2a through 2yy
...
0
1,195,029
0
3
Form 8844 (empowerment zone)
......
4
Specified credits:
a
Form 3468, Part VI (energy)
........
b
Form 5884 (work opportunity)
.......
c
Form 6478 (biofuel producer)
.......
d
Form 8586 (low-income housing)(post-2007)
..
e
Form 8835 (renewable electricity)
......
f
Form 8846 (employer taxes)
.......
X
2015
45-1653763
0
232,125
0
g
Form 8900 (railroad track maintenance)
....
h
Form 8941 (employer health insurance)
....
i
Form 6765 ESB credit (research)
......
j
Form 8994 (paid family and medical leave)
....
k
Form 3468, Part VII (rehabilitation)(post-2007)
..
l
Reserved (4l)
............
m
Reserved (4m)
...........
z
Other specified credits
.........
5
Add lines 4a through 4z
.........
0
232,125
0
6
Add lines 2zz, 3, and 5
.........
0
1,427,154
0
Form
3800
(2023)
Form 3800 (2023)
Page
7
Part V
Breakdown of Aggregate Amounts on Part III for Facility-by-Facility, Multiple Pass-Through Entities, etc.
(see instructions)
(a)
Line number from Part III
(b)
Elective payment or transfer registration number
(c)
Pass-through or transfer credit entity EIN
(d)
Current year credits from non-passive activities
(e)
Current year credits from passive activity before passive activity credit limitation
(f)
Credit transfer election amount
(g)
Gross elective payment election amount
(h)
Net elective payment election amount
(i)
Carryover of passive activity credit allowable in current year
1
Part III Line 1c
238,174
2
Part III Line 1k
50,000
3
Part III Line 1aa
PF001241039H
7,500
7500
7,500
4
Part III Line 1aa
PF002241039H
7,500
7500
7,500
5
Part III Line 1aa
PF003241039H
7,500
7500
7,500
6
Part III Line 1aa
PF004241039H
7,500
7500
7,500
7
Part III Line 1aa
PF005241039H
7,500
7500
7,500
8
Part III Line 2
325,674
0
0
37500
37,500
0
9
Part III Line 4f
37,080
10
Part III Line 5
37,080
0
0
0
0
0
11
Part III Line 6
362,754
0
0
37500
37,500
0
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
Form
3800
(2023)
Form 3800 (2023)
Page
8
Part VI
Breakdown of Aggregate Amounts in Part IV
(see instructions)
(a)
Line number
from Part IV
(b)
Check if non-passive
(c)
Year
(d)
Pass-through entity EIN
(e)
Credit carrybacks to current year
(f)
Carryforwards (excluding ESBCs)
(g)
Eligible small business credit (ESBC) carryforwards
1
Part IV Line 1c
X
2015
90-0899217
25,865
2
Part IV Line 1c
X
2015
46-4006146
2,609
3
Part IV Line 1c
X
2015
98-1169335
1,241
4
Part IV Line 1c
X
2015
35-1811116
53
5
Part IV Line 1c
X
2015
26-0797359
475
6
Part IV Line 1c
X
2015
45-3366594
31,125
7
Part IV Line 1c
X
2015
45-2355635
331
8
Part IV Line 1c
X
2015
46-5718597
4,920
9
Part IV Line 1c
X
2015
45-2871425
4,096
10
Part IV Line 1c
X
2015
45-5538523
9,204
11
Part IV Line 1c
X
2015
47-3432509
51,706
12
Part IV Line 1c
X
2016
47-3432509
71,093
13
Part IV Line 1c
X
2016
47-5484227
718
14
Part IV Line 1c
X
2016
45-5538523
12,906
15
Part IV Line 1c
X
2016
45-4679464
61
16
Part IV Line 1c
X
2016
47-1037237
5,645
17
Part IV Line 1c
X
2016
45-4110691
683
18
Part IV Line 1c
X
2016
46-5718597
5,920
19
Part IV Line 1c
X
2016
45-3366594
7,088
20
Part IV Line 1c
X
2016
26-0797359
1,498
21
Part IV Line 1c
X
2016
98-1318692
1,745
22
Part IV Line 1c
X
2016
46-4006146
804
23
Part IV Line 1c
X
2016
90-0899217
41,246
24
Part IV Line 1c
X
2017
90-0899217
17,018
25
Part IV Line 1c
X
2017
46-4006146
147
26
Part IV Line 1c
X
2017
98-1318692
8,971
27
Part IV Line 1c
X
2017
26-0797359
1,404
28
Part IV Line 1c
X
2017
45-3366594
2,188
29
Part IV Line 1c
X
2017
46-5718597
6,514
30
Part IV Line 1c
X
2017
81-4982167
1,077
31
Part IV Line 1c
X
2017
26-1274505
2,016
32
Part IV Line 1c
X
2017
81-3966927
656
33
Part IV Line 1c
X
2017
47-1245315
13,739
34
Part IV Line 1c
X
2017
26-2514715
95
35
Part IV Line 1c
X
2017
81-1863836
9,911
36
Part IV Line 1c
X
2017
47-1037237
7,041
37
Part IV Line 1c
X
2017
80-0931900
6,619
38
Part IV Line 1c
X
2017
47-3170807
56
39
Part IV Line 1c
X
2017
46-5737341
32
40
Part IV Line 1c
X
2017
46-5737406
13
41
Part IV Line 1c
X
2017
46-5728474
275
42
Part IV Line 1c
X
2017
45-5537523
16,291
43
Part IV Line 1c
X
2017
47-3432509
52,810
44
Part IV Line 1c
X
2017
81-3837664
595
45
Part IV Line 1c
X
2017
82-1929309
2,649
46
Part IV Line 1c
X
2018
90-0899217
28,279
47
Part IV Line 1c
X
2018
46-4006146
952
48
Part IV Line 1c
X
2018
47-3260122
15
49
Part IV Line 1c
X
2018
27-4416410
62
50
Part IV Line 1c
X
2018
46-5718597
7,299
51
Part IV Line 1c
X
2018
81-4982167
2,632
52
Part IV Line 1c
X
2018
26-1274505
2,819
53
Part IV Line 1c
X
2018
47-1245315
28,034
54
Part IV Line 1c
X
2018
81-1863836
24,247
55
Part IV Line 1c
X
2018
47-1037237
13,984
56
Part IV Line 1c
X
2018
80-0931900
6,946
57
Part IV Line 1c
X
2018
45-4679464
70
58
Part IV Line 1c
X
2018
47-3143348
72
59
Part IV Line 1c
X
2018
46-5737341
21
60
Part IV Line 1c
X
2018
46-5737406
8
61
Part IV Line 1c
X
2018
46-5728474
180
62
Part IV Line 1c
X
2018
45-4438523
23,677
63
Part IV Line 1c
X
2018
47-3432509
16,023
64
Part IV Line 1c
X
2018
82-1928309
6,074
65
Part IV Line 1c
X
2019
90-0899217
23,794
66
Part IV Line 1c
X
2019
98-1401351
11,769
67
Part IV Line 1c
X
2019
47-3260122
21
68
Part IV Line 1c
X
2019
98-0546998
4,525
69
Part IV Line 1c
X
2019
81-4982467
4,626
70
Part IV Line 1c
X
2019
36-1274505
241
71
Part IV Line 1c
X
2019
80-0931900
6,407
72
Part IV Line 1c
X
2019
47-3143348
103
73
Part IV Line 1c
X
2019
46-5737406
33
74
Part IV Line 1c
X
2019
46-5737341
85
75
Part IV Line 1c
X
2019
46-5728474
735
76
Part IV Line 1c
X
2019
45-5538523
19,183
77
Part IV Line 1c
X
2019
47-5484227
2,043
78
Part IV Line 1c
X
2019
47-3432509
39,732
79
Part IV Line 1c
X
2019
47-1245315
11,372
80
Part IV Line 1c
X
2019
81-1863836
34,704
81
Part IV Line 1c
X
2019
47-1037237
16,688
82
Part IV Line 1c
X
2019
82-1928309
5,750
83
Part IV Line 1c
X
2019
30-0703539
214
84
Part IV Line 1c
X
2019
82-2908871
1,700
85
Part IV Line 1c
X
2019
45-2355635
1,141
86
Part IV Line 1c
X
2019
26-4399401
260
87
Part IV Line 1c
X
2019
45-4679161
129
88
Part IV Line 1c
X
2019
46-4006146
237
89
Part IV Line 1c
X
2020
47-1687979
1,457
90
Part IV Line 1c
X
2020
26-1274505
117
91
Part IV Line 1c
X
2020
80-0931900
4,331
92
Part IV Line 1c
X
2020
47-3143348
130
93
Part IV Line 1c
X
2020
47-3170807
8,162
94
Part IV Line 1c
X
2020
83-2035321
561
95
Part IV Line 1c
X
2020
27-3645605
813
96
Part IV Line 1c
X
2020
45-4110691
43
97
Part IV Line 1c
X
2020
47-1245315
6,066
98
Part IV Line 1c
X
2020
82-2089012
18,524
99
Part IV Line 1c
X
2020
81-1863836
36,250
100
Part IV Line 1c
X
2020
47-1037237
13,421
101
Part IV Line 1c
X
2020
37-1875850
796
102
Part IV Line 1c
X
2020
82-1928309
5,536
103
Part IV Line 1c
X
2020
82-2908871
2,064
104
Part IV Line 1c
X
2020
26-4399401
2,859
105
Part IV Line 1c
X
2020
27-4416410
11
106
Part IV Line 1c
X
2020
45-4679464
52
107
Part IV Line 1c
X
2020
46-4006146
1,503
108
Part IV Line 1c
X
2020
98-0546998
3,280
109
Part IV Line 1c
X
2020
81-4982167
3,416
110
Part IV Line 1c
X
2020
46-5728474
244
111
Part IV Line 1c
X
2020
98-1476739
1,099
112
Part IV Line 1c
X
2021
83-2035321
2,669
113
Part IV Line 1c
X
2021
46-3569764
5,712
114
Part IV Line 1c
X
2021
47-1245315
2,701
115
Part IV Line 1c
X
2021
82-2089012
18,150
116
Part IV Line 1c
X
2021
47-1037237
32,890
117
Part IV Line 1c
X
2021
82-1928309
5,694
118
Part IV Line 1c
X
2021
82-2908871
2,925
119
Part IV Line 1c
X
2021
26-4399401
1,777
120
Part IV Line 1c
X
2021
27-4416410
130
121
Part IV Line 1c
X
2021
84-4287560
3,187
122
Part IV Line 1c
X
2021
83-3353461
755
123
Part IV Line 1c
X
2021
46-5737341
11
124
Part IV Line 1c
X
2021
84-4567667
90
125
Part IV Line 1c
X
2021
46-5737406
61
126
Part IV Line 1c
X
2021
46-5728474
1,318
127
Part IV Line 1c
X
2021
61-1758706
250
128
Part IV Line 1c
X
2021
47-1687979
2,194
129
Part IV Line 1c
X
2021
85-0548852
871
130
Part IV Line 1c
X
2022
80-0931900
6,648
131
Part IV Line 1c
X
2022
98-1450383
552
132
Part IV Line 1c
X
2022
47-3143348
109
133
Part IV Line 1c
X
2022
47-5484227
8,919
134
Part IV Line 1c
X
2022
83-2035321
3,909
135
Part IV Line 1c
X
2022
46-3569764
12,471
136
Part IV Line 1c
X
2022
47-1245315
21,852
137
Part IV Line 1c
X
2022
47-1037237
46,005
138
Part IV Line 1c
X
2022
37-1875850
33,219
139
Part IV Line 1c
X
2022
82-2908871
5,146
140
Part IV Line 1c
X
2022
46-4006146
923
141
Part IV Line 1c
X
2022
84-4287560
11,863
142
Part IV Line 1c
X
2022
98-1476739
1,027
143
Part IV Line 1c
X
2022
61-1758706
281
144
Part IV Line 1c
X
2022
87-1031848
1,072
145
Part IV Line 1c
X
2022
87-0981155
613
146
Part IV Line 1c
X
2022
47-3170807
2,526
147
Part IV Line 1c
X
2022
87-3194015
105
148
Part IV Line 1c
X
2022
87-2683439
8,201
149
Part IV Line 1c
X
2022
88-0558312
9,040
150
Part IV Line 1c
X
2022
26-4399401
393
151
Part IV Line 1k
X
2022
35-0868188
50,000
152
Part IV Line 1r
X
2015
90-0899217
25,865
153
Part IV Line 1r
X
2015
46-4006146
2,609
154
Part IV Line 1r
X
2015
98-1169335
1,241
155
Part IV Line 1r
X
2015
35-1811116
53
156
Part IV Line 1r
X
2015
26-0797359
475
157
Part IV Line 1r
X
2015
45-3366594
31,125
158
Part IV Line 1r
X
2015
45-2355635
331
159
Part IV Line 1r
X
2015
46-5718597
4,920
160
Part IV Line 1r
X
2015
45-2871425
4,096
161
Part IV Line 1r
X
2015
45-5538523
9,204
162
Part IV Line 1r
X
2015
47-3432509
51,706
163
Part IV Line 1r
X
2016
47-3432509
71,093
164
Part IV Line 1r
X
2016
47-5484227
718
165
Part IV Line 1r
X
2016
45-5538523
12,906
166
Part IV Line 1r
X
2016
45-4679464
61
167
Part IV Line 1r
X
2016
47-1037237
5,645
168
Part IV Line 1r
X
2016
45-4110691
683
169
Part IV Line 1r
X
2016
46-5718597
5,920
170
Part IV Line 1r
X
2016
45-3366594
7,088
171
Part IV Line 1r
X
2016
26-0797359
1,498
172
Part IV Line 1r
X
2016
98-1318692
1,745
173
Part IV Line 1r
X
2016
46-4006146
804
174
Part IV Line 1r
X
2016
90-0899217
41,246
175
Part IV Line 1r
X
2017
90-0899217
17,018
176
Part IV Line 1r
X
2017
46-4006146
147
177
Part IV Line 1r
X
2017
98-1318692
8,971
178
Part IV Line 1r
X
2017
26-0797359
1,404
179
Part IV Line 1r
X
2017
45-3366594
2,188
180
Part IV Line 1r
X
2017
46-5718597
6,514
181
Part IV Line 1r
X
2017
81-4982167
1,077
182
Part IV Line 1r
X
2017
26-1274505
2,016
183
Part IV Line 1r
X
2017
81-3966927
656
184
Part IV Line 1r
X
2017
47-1245315
13,739
185
Part IV Line 1r
X
2017
26-2514715
95
186
Part IV Line 1r
X
2017
81-1863836
9,911
187
Part IV Line 1r
X
2017
47-1037237
7,041
188
Part IV Line 1r
X
2017
80-0931900
6,619
189
Part IV Line 1r
X
2017
47-3170807
56
190
Part IV Line 1r
X
2017
46-5737341
32
191
Part IV Line 1r
X
2017
46-5737406
13
192
Part IV Line 1r
X
2017
46-5728474
275
193
Part IV Line 1r
X
2017
45-5537523
16,291
194
Part IV Line 1r
X
2017
47-3432509
52,810
195
Part IV Line 1r
X
2017
81-3837664
595
196
Part IV Line 1r
X
2017
82-1929309
2,649
197
Part IV Line 1r
X
2018
90-0899217
28,279
198
Part IV Line 1r
X
2018
46-4006146
952
199
Part IV Line 1r
X
2018
47-3260122
15
200
Part IV Line 1r
X
2018
27-4416410
62
201
Part IV Line 1r
X
2018
46-5718597
7,299
202
Part IV Line 1r
X
2018
81-4982167
2,632
203
Part IV Line 1r
X
2018
26-1274505
2,819
204
Part IV Line 1r
X
2018
47-1245315
28,034
205
Part IV Line 1r
X
2018
81-1863836
24,247
206
Part IV Line 1r
X
2018
47-1037237
13,984
207
Part IV Line 1r
X
2018
80-0931900
6,946
208
Part IV Line 1r
X
2018
45-4679464
70
209
Part IV Line 1r
X
2018
47-3143348
72
210
Part IV Line 1r
X
2018
46-5737341
21
211
Part IV Line 1r
X
2018
46-5737406
8
212
Part IV Line 1r
X
2018
46-5728474
180
213
Part IV Line 1r
X
2018
45-4438523
23,677
214
Part IV Line 1r
X
2018
47-3432509
16,023
215
Part IV Line 1r
X
2018
82-1928309
6,074
216
Part IV Line 1r
X
2019
90-0899217
23,794
217
Part IV Line 1r
X
2019
98-1401351
11,769
218
Part IV Line 1r
X
2019
47-3260122
21
219
Part IV Line 1r
X
2019
98-0546998
4,525
220
Part IV Line 1r
X
2019
81-4982467
4,626
221
Part IV Line 1r
X
2019
36-1274505
241
222
Part IV Line 1r
X
2019
80-0931900
6,407
223
Part IV Line 1r
X
2019
47-3143348
103
224
Part IV Line 1r
X
2019
46-5737406
33
225
Part IV Line 1r
X
2019
46-5737341
85
226
Part IV Line 1r
X
2019
46-5728474
735
227
Part IV Line 1r
X
2019
45-5538523
19,183
228
Part IV Line 1r
X
2019
47-5484227
2,043
229
Part IV Line 1r
X
2019
47-3432509
39,732
230
Part IV Line 1r
X
2019
47-1245315
11,372
231
Part IV Line 1r
X
2019
81-1863836
34,704
232
Part IV Line 1r
X
2019
47-1037237
16,688
233
Part IV Line 1r
X
2019
82-1928309
5,750
234
Part IV Line 1r
X
2019
30-0703539
214
235
Part IV Line 1r
X
2019
82-2908871
1,700
236
Part IV Line 1r
X
2019
45-2355635
1,141
237
Part IV Line 1r
X
2019
26-4399401
260
238
Part IV Line 1r
X
2019
45-4679161
129
239
Part IV Line 1r
X
2019
46-4006146
237
240
Part IV Line 1r
X
2020
47-1687979
1,457
241
Part IV Line 1r
X
2020
26-1274505
117
242
Part IV Line 1r
X
2020
80-0931900
4,331
243
Part IV Line 1r
X
2020
47-3143348
130
244
Part IV Line 1r
X
2020
47-3170807
8,162
245
Part IV Line 1r
X
2020
83-2035321
561
246
Part IV Line 1r
X
2020
27-3645605
813
247
Part IV Line 1r
X
2020
45-4110691
43
248
Part IV Line 1r
X
2020
47-1245315
6,066
249
Part IV Line 1r
X
2020
82-2089012
18,524
250
Part IV Line 1r
X
2020
81-1863836
36,250
251
Part IV Line 1r
X
2020
47-1037237
13,421
252
Part IV Line 1r
X
2020
37-1875850
796
253
Part IV Line 1r
X
2020
82-1928309
5,536
254
Part IV Line 1r
X
2020
82-2908871
2,064
255
Part IV Line 1r
X
2020
26-4399401
2,859
256
Part IV Line 1r
X
2020
27-4416410
11
257
Part IV Line 1r
X
2020
45-4679464
52
258
Part IV Line 1r
X
2020
46-4006146
1,503
259
Part IV Line 1r
X
2020
98-0546998
3,280
260
Part IV Line 1r
X
2020
81-4982167
3,416
261
Part IV Line 1r
X
2020
46-5728474
244
262
Part IV Line 1r
X
2020
98-1476739
1,099
263
Part IV Line 1r
X
2021
83-2035321
2,669
264
Part IV Line 1r
X
2021
46-3569764
5,712
265
Part IV Line 1r
X
2021
47-1245315
2,701
266
Part IV Line 1r
X
2021
82-2089012
18,150
267
Part IV Line 1r
X
2021
47-1037237
32,890
268
Part IV Line 1r
X
2021
82-1928309
5,694
269
Part IV Line 1r
X
2021
82-2908871
2,925
270
Part IV Line 1r
X
2021
26-4399401
1,777
271
Part IV Line 1r
X
2021
27-4416410
130
272
Part IV Line 1r
X
2021
84-4287560
3,187
273
Part IV Line 1r
X
2021
83-3353461
755
274
Part IV Line 1r
X
2021
46-5737341
11
275
Part IV Line 1r
X
2021
84-4567667
90
276
Part IV Line 1r
X
2021
46-5737406
61
277
Part IV Line 1r
X
2021
46-5728474
1,318
278
Part IV Line 1r
X
2021
61-1758706
250
279
Part IV Line 1r
X
2021
47-1687979
2,194
280
Part IV Line 1r
X
2021
85-0548852
871
281
Part IV Line 1r
X
2022
80-0931900
6,648
282
Part IV Line 1r
X
2022
98-1450383
552
283
Part IV Line 1r
X
2022
47-3143348
109
284
Part IV Line 1r
X
2022
47-5484227
8,919
285
Part IV Line 1r
X
2022
83-2035321
3,909
286
Part IV Line 1r
X
2022
46-3569764
12,471
287
Part IV Line 1r
X
2022
47-1245315
21,852
288
Part IV Line 1r
X
2022
47-1037237
46,005
289
Part IV Line 1r
X
2022
37-1875850
33,219
290
Part IV Line 1r
X
2022
82-2908871
5,146
291
Part IV Line 1r
X
2022
46-4006146
923
292
Part IV Line 1r
X
2022
84-4287560
11,863
293
Part IV Line 1r
X
2022
98-1476739
1,027
294
Part IV Line 1r
X
2022
61-1758706
281
295
Part IV Line 1r
X
2022
87-1031848
1,072
296
Part IV Line 1r
X
2022
87-0981155
613
297
Part IV Line 1r
X
2022
47-3170807
2,526
298
Part IV Line 1r
X
2022
87-3194015
105
299
Part IV Line 1r
X
2022
87-2683439
8,201
300
Part IV Line 1r
X
2022
88-0558312
9,040
301
Part IV Line 1r
X
2022
26-4399401
393
302
Part IV Line 2zz
0
1,195,029
0
303
Part IV Line 4f
X
2015
45-1653763
10,217
304
Part IV Line 4f
X
2015
46-1946085
282
305
Part IV Line 4f
X
2016
45-1653763
14,799
306
Part IV Line 4f
X
2016
46-1946085
383
307
Part IV Line 4f
X
2017
45-1653763
14,919
308
Part IV Line 4f
X
2017
46-1946085
402
309
Part IV Line 4f
X
2018
45-1653763
15,912
310
Part IV Line 4f
X
2018
46-1946085
209
311
Part IV Line 4f
X
2019
46-1946085
113
312
Part IV Line 4f
X
2019
45-1653763
12,363
313
Part IV Line 4f
X
2019
98-0546998
26,255
314
Part IV Line 4f
X
2020
98-0546998
7,598
315
Part IV Line 4f
X
2020
45-1653763
11,076
316
Part IV Line 4f
X
2021
98-0546998
24,530
317
Part IV Line 4f
X
2021
46-1946085
27
318
Part IV Line 4f
X
2022
98-0546998
40,846
319
Part IV Line 4f
X
2022
46-1946085
85
320
Part IV Line 4f
X
2022
81-2802402
46,600
321
Part IV Line 4f
X
2022
47-5484227
5,509
322
Part IV Line 5
0
232,125
0
323
Part IV Line 6
0
1,427,154
0
Form
3800
(2023)
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
Form
4136
Department of the Treasury
Internal Revenue Service (99)
Credit for Federal Tax Paid on Fuels
Go to
www.irs.gov/Form4136
for instructions and the latest information.
OMB No. 1545-0162
20
23
Attachment
Sequence No.
79
Name (as shown on your income tax return)
University of Notre Dame du Lac
Taxpayer identification number
35-0868188
Caution:
Claimant has the name and address of the person who sold the fuel to the claimant and the dates of purchase. For claims on lines 1c and 2b (type of use 13 or 14), 3d, 4c, and 5, claimant has not waived the right to make the claim. For claims on lines 1c and 2b (type of use 13 or 14), claimant certifies that a certificate has not been provided to the credit card issuer.
1
Nontaxable Use of Gasoline
Note.
CRN is credit reference number.
(a) Type of use
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
a
Off-highway business use
$ .183
$
0
362
b
Use on a farm for farming purposes
.183
c
Other nontaxable use (see
Caution
above line 1)
.183
d
Exported
.184
0
411
2
Nontaxable Use of Aviation Gasoline
(a) Type of use
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
a
Use in commercial aviation (other than foreign trade)
$ .15
$
0
354
b
Other nontaxable use (see
Caution
above line 1)
.193
0
324
c
Exported
.194
0
412
d
LUST tax on aviation fuels used in foreign trade
.001
0
433
3
Nontaxable Use of Undyed Diesel Fuel
Claimant certifies that the diesel fuel did not contain visible evidence of dye.
Exception.
If any of the diesel fuel included in this claim
did
contain visible evidence of dye, attach an explanation and check here
(a) Type of use
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
a
Nontaxable use
$ .243
b
Use on a farm for farming purposes
.243
$
0
360
c
Use in trains
.243
0
353
d
Use in certain intercity and local buses (see
Caution
above line 1)
.17
0
350
e
Exported
.244
0
413
4
Nontaxable Use of Undyed Kerosene (Other Than Kerosene Used in Aviation)
Claimant certifies that the kerosene did not contain visible evidence of dye.
Exception.
If any of the kerosene included in this claim
did
contain visible evidence of dye, attach an explanation and check here
(a) Type of use
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
a
Nontaxable use taxed at $.244
$ .243
b
Use on a farm for farming purposes
.243
$
0
346
c
Use in certain intercity and local buses (see
Caution
above line 1)
.17
0
347
d
Exported
.244
0
414
e
Nontaxable use taxed at $.044
.043
0
377
f
Nontaxable use taxed at $.219
.218
0
369
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 12625R
Form
4136
(2023)
Form 4136 (2023)
Page
2
5
Kerosene Used in Aviation
(a) Type of use
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
a
Kerosene used in commercial aviation (other than foreign trade) taxed at $.244
$ .200
$
0
417
b
Kerosene used in commercial aviation (other than foreign trade) taxed at $.219
.175
0
355
c
Nontaxable use (other than use by state or local government) taxed at $.244
.243
0
346
d
Nontaxable use (other than use by state or local government) taxed at $.219
.218
0
369
e
LUST tax on aviation fuels used in foreign trade
.001
0
433
6
Sales by Registered Ultimate Vendors of Undyed Diesel Fuel
Registration No.
Claimant certifies that it sold the diesel fuel at a tax-excluded price, repaid the amount of tax to the buyer, or has obtained the written consent of the buyer to make the claim. Claimant certifies that the diesel fuel did not contain visible evidence of dye.
Exception.
If any of the diesel fuel included in this claim
did
contain visible evidence of dye, attach an explanation and check here
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
a
Use by a state or local government
$ .243
$
0
360
b
Use in certain intercity and local buses
.17
0
350
7
Sales by Registered Ultimate Vendors of Undyed Kerosene (Other
Than Kerosene For Use in Aviation)
Registration No.
Claimant certifies that it sold the kerosene at a tax-excluded price, repaid the amount of tax to the buyer, or has obtained the written consent of the buyer to make the claim. Claimant certifies that the kerosene did not contain visible evidence of dye.
Exception.
If any of the kerosene included in this claim
did
contain visible evidence of dye, attach an explanation and check here
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
a
Use by a state or local government
$ .243
$
0
346
b
Sales from a blocked pump
.243
c
Use in certain intercity and local buses
.17
0
347
8
Sales by Registered Ultimate Vendors of Kerosene For Use in Aviation
Registration No.
Claimant sold the kerosene for use in aviation at a tax-excluded price and has not collected the amount of tax from the buyer, repaid the amount of tax to the buyer, or has obtained the written consent of the buyer to make the claim. See the instructions for additional information to be submitted.
(a) Type of use
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
a
Use in commercial aviation (other than foreign trade) taxed at $.219
$ .175
$
0
355
b
Use in commercial aviation (other than foreign trade) taxed at $.244
.200
0
417
c
Nonexempt use in noncommercial aviation
.025
0
418
d
Other nontaxable uses taxed at $.244
.243
0
346
e
Other nontaxable uses taxed at $.219
.218
0
369
f
LUST tax on aviation fuels used in foreign trade
.001
0
433
Form
4136
(2023)
Form 4136 (2023)
Page
3
9
Reserved for future use
Registration No.
(b) Rate
(c) Gallons of alcohol
(d) Amount of credit
(e) CRN
a
Reserved for future use
b
Reserved for future use
10
Biodiesel, Renewable Diesel, or Sustainable Aviation Fuel Mixture
Credit
Registration No.
Biodiesel or renewable diesel mixtures.
Claimant produced a mixture by mixing biodiesel with diesel fuel or renewable diesel with liquid fuel (other than renewable diesel). The biodiesel used to produce the biodiesel mixture met ASTM D6751 and met EPA’s registration requirements for fuels and fuel additives. The renewable diesel used to produce the renewable diesel mixture was derived from biomass, met EPA’s registration requirements for fuels and fuel additives, and met ASTM D975, D396, or other equivalent standard approved by the IRS.
Sustainable aviation fuel (SAF) mixtures.
Claimant produced a qualified mixture by mixing SAF with kerosene. The qualified mixture was produced by the claimant in the United States, such mixture was used by the claimant (or sold by the claimant for use) in an aircraft, such sale or use was in the ordinary course of a trade or business of the claimant, and the transfer of such mixture to the fuel tank of such aircraft occurred in the United States. The SAF used to produce the qualified mixture is the portion of liquid fuel that is not kerosene that (i) either (A) meets the specifications of one of the ASTM D7566 Annexes, or (B) meets the specifications of ASTM D1655 Annex A1, (ii) is not derived from coprocessing an applicable material (or materials derived from an applicable material) with a feedstock that is not biomass, (iii) is not derived from palm fatty acid distillates or petroleum, and (iv) has been certified in accordance with section 40B(e) as having a lifecycle greenhouse gas emissions reduction percentage of at least 50 percent.
For all claims.
Claimant has attached the appropriate certificates and, if applicable, appropriate reseller statements. Claimant has no reason to believe that the information in the certificate or statement is false. See the instructions for additional information and requirements.
(b) Rate
(c) Number of gallons sold or used
(d) Amount of credit
(e) CRN
a
Biodiesel (other than agri-biodiesel) mixtures
$ 1.00
$
0
388
b
Agri-biodiesel mixtures
$ 1.00
0
390
c
Renewable diesel mixtures
$ 1.00
0
307
d
Sustainable aviation fuel mixture (see instructions)
$
0
0
440
11
Nontaxable Use of Alternative Fuel
Caution.
There is a reduced credit rate for use in certain intercity and local buses (type of use 5) (see instructions).
(a) Type of use
(b) Rate
(c) Gallons, or gasoline or diesel gallon equivalents
(d) Amount of credit
(e) CRN
a
Liquefied petroleum gas (LPG) (see instructions)
.183
0
419
b
"P Series" fuels
.183
0
420
c
Compressed natural gas (CNG) (see instructions)
.183
0
421
d
Liquefied hydrogen
.183
0
422
e
Fischer–Tropsch process liquid fuel from coal (including peat)
.243
0
423
f
Liquid fuel derived from biomass
.243
0
424
g
Liquefied natural gas (LNG) (see instructions)
.243
0
425
h
Liquefied gas derived from biomass
.183
0
435
12
Alternative Fuel Credit
Registration No.
(b) Rate
(c) Gallons, or gasoline or diesel gallon equivalents
(d) Amount of credit
(e) CRN
a
Liquefied petroleum gas (LPG) (see instructions)
$ .50
3596
$
1,798
426
b
"P Series" fuels
.50
0
427
c
Compressed natural gas (CNG) (see instructions)
.50
0
428
d
Reserved for future use
e
Fischer–Tropsch process liquid fuel from coal (including peat)
.50
0
430
f
Liquid fuel derived from biomass
.50
0
431
g
Liquefied natural gas (LNG) (see instructions)
.50
0
432
h
Liquefied gas derived from biomass
.50
0
436
i
Compressed gas derived from biomass
.50
0
437
Form
4136
(2023)
Form 4136 (2023)
Page
4
13
Registered Credit Card Issuers
Registration No.
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
a
Diesel fuel sold for the exclusive use of a state or local government
$ .243
$
0
360
b
Kerosene sold for the exclusive use of a state or local government
.243
0
346
c
Kerosene for use in aviation sold for the exclusive use of a state or local government taxed at $.219
.218
0
369
14
Nontaxable Use of a Diesel-Water Fuel Emulsion
Caution.
There is a reduced credit rate for use in certain intercity and local buses (type of use 5) (see instructions).
(a) Type of use
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
a
Nontaxable use
.197
0
309
b
Exported
.198
0
306
15
Diesel-Water Fuel Emulsion Blending
Registration No.
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
Blender credit
$ .046
$
0
310
16
Exported Dyed Fuels and Exported Gasoline Blendstocks
(b) Rate
(c) Gallons
(d) Amount of credit
(e) CRN
a
Exported dyed diesel fuel and exported gasoline blendstocks taxed at $.001
$ .001
$
0
415
b
Exported dyed kerosene
.001
0
416
17
Total income tax credit claimed.
Add lines 1 through 16, column (d). Enter here and on Schedule 3 (Form 1040), line 12; Form 1120, Schedule J, line 20b; Form 1120S, line 23c; Form 1041, line 25h; or the proper line of other returns.
.................
17
$
1,798
Form
4136
(2023)
Additional Data
Software ID:
23017435
Software Version:
2023v8.0
-
TIN:
Form
8949
Department of the Treasury
Internal Revenue Service
Sales and Other Dispositions of Capital Assets
File with your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D.
Go to
www.irs.gov/Form8949
for instructions and the latest information.
OMB No. 1545-0074
20
23
Attachment
Sequence No.
12A
Name(s) shown on return
University of Notre Dame du Lac
Social security number or taxpayer identification number
35-0868188
Before you check Box A, B, or C below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.
Part I
Short-Term.
Transactions involving capital assets you held 1 year or less are generally short term (see instructions). For long-term transactions, see page 2.
Note:
You may aggregate all short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 1a; you aren't required to report these transactions on Form 8949 (see instructions).
You
must
check Box A, B,
or
C below. Check only one box.
If more than one box applies for your short-term transactions, complete a separate Form 8949, page 1, for each applicable box. If you have more short-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need.
(A)
Short-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see
Note
above)
(B)
Short-term transactions reported on Form(s) 1099-B showing basis
wasn't
reported to the IRS
(C)
Short-term transactions not reported to you on Form 1099-B
1
(a)
Description of property
(Example: 100 sh. XYZ Co.)
(b)
Date acquired
(Mo., day, yr.)
(c)
Date sold or
disposed of
(Mo., day, yr.)
(d)
Proceeds
(sales price)
(see instructions)
(e)
Cost or other basis
See the
Note
below
and see
Column (e)
in the separate
instructions.
Adjustment, if any, to gain or loss.
If you enter an amount in column (g),
enter a code in column (f).
See the separate instructions.
(h)
Gain or (loss)
Subtract column (e)
from column (d) and
combine the result
with column (g).
(f)
Code(s) from
instructions
(g)
Amount of
adjustment
Investments (901101)
94,710
(
)
0
94,710
Form 6781, Part I
3,091
(
)
0
3,091
2 Totals
. Add the amounts in columns (d), (e), (g), and (h)
(subtract negative amounts). Enter each total here and include on your Schedule D,
line 1b
(if
Box A
above is checked),
line 2
(if
Box B
above is checked), or
line 3
(if
Box C
above is checked).
.......
97,801
(
0
)
0
97,801
Note:
If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See
Column
(g) in the separate instructions for how to figure the amount of the adjustment.
For Paperwork Reduction Act Notice, see your tax return instructions.
Cat. No. 37768Z
Form
8949
(2023)
Form 8949 (2023)
Attachment Sequence No.
12A
Page
2
Name(s) shown on return. Name and SSN or taxpayer identification no. not required if shown on other side
University of Notre Dame du Lac
Social security number or taxpayer identification number
35-0868188
Before you check Box D, E, or F below, see whether you received any Form(s) 1099-B or substitute statement(s) from your broker. A substitute statement will have the same information as Form 1099-B. Either will show whether your basis (usually your cost) was reported to the IRS by your broker and may even tell you which box to check.
Part II
Long-Term.
Transactions involving capital assets you held more than 1 year are generally long term (see instructions). For short-term transactions, see page 1.
Note:
You may aggregate all long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS and for which no adjustments or codes are required. Enter the totals directly on Schedule D, line 8a; you aren't required to report these transactions on Form 8949 (see instructions).
You
must
check Box D, E,
or
F below. Check only one box.
If more than one box applies for your long-term transactions, complete a separate Form 8949, page 2, for each applicable box. If you have more long-term transactions than will fit on this page for one or more of the boxes, complete as many forms with the same box checked as you need.
(D)
Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS (see
Note
above)
(E)
Long-term transactions reported on Form(s) 1099-B showing basis
wasn't
reported to the IRS
(F)
Long-term transactions not reported to you on Form 1099-B
1
(a)
Description of property
(Example: 100 sh. XYZ Co.)
(b)
Date acquired
(Mo., day, yr.)
(c)
Date sold or
disposed of
(Mo., day, yr.)
(d)
Proceeds
(sales price)
(see instructions)
(e)
Cost or other basis
See the
Note
below
and see
Column (e)
in the separate
instructions.
Adjustment, if any, to gain or loss.
If you enter an amount in column (g),
enter a code in column (f).
See the separate instructions.
(h)
Gain or (loss)
Subtract column (e)
from column (d) and
combine the result
with column (g).
(f)
Code(s) from
instructions
(g)
Amount of
adjustment
Investments (901101)
20,150,825
(
)
0
20,150,825
Form 6781, Part I
4,636
(
)
0
4,636
2 Totals
. Add the amounts in columns (d), (e), (g), and (h)
(subtract negative amounts). Enter each total here and include on your Schedule D,
line 8b
(if
Box D
above is checked),
line 9
(if
Box E
above is checked), or
line 10
(if
Box F
above is checked)
..........
20,155,461
(
0
)
0
20,155,461
Note:
If you checked Box D above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter an adjustment in column (g) to correct the basis. See
Column
(g) in the separate instructions for how to figure the amount of the adjustment.
Form
8949
(2023)
Additional Data
Software ID:
23017435
Software Version:
2023v8.0