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CARNEGIE MELLON UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CARNEGIE MELLON UNIVERSITY (EIN 25-0969449)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-13
IRS object ID
202421349349301302
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T06:50:01-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN250969449EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARNEGIE MELLON UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARNBusinessNameControlTxt
Phone4122681358PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELA BLANTONPersonNm
Person TitleV PRES/CFOPersonTitleTxt
Phone4122681358PhoneNum
Signature2024-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANGELAPersonFirstNm
Person LastBLANTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN M KIRSCHPreparerPersonNm
PTINP00341397PTIN
Phone4122613644PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFARNAM JAHANIANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,207,122,806GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CMU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1900FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionHIGHER EDUCATION AND RESEARCH.ActivityOrMissionDesc
Voting Members Governing Body41VotingMembersGoverningBodyCnt
Voting Members Independent37VotingMembersIndependentCnt
Total Employee15791TotalEmployeeCnt
Total Volunteers37TotalVolunteersCnt
Total Gross UBI$14,213,154TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$741,288,509PYContributionsGrantsAmt
CY Contributions Grants$711,410,210CYContributionsGrantsAmt
PY Program Service Revenue$975,484,557PYProgramServiceRevenueAmt
CY Program Service Revenue$1,039,367,090CYProgramServiceRevenueAmt
PY Investment Income$248,933,596PYInvestmentIncomeAmt
CY Investment Income$120,396,147CYInvestmentIncomeAmt
PY Other Revenue$10,682,980PYOtherRevenueAmt
CY Other Revenue$10,654,587CYOtherRevenueAmt
PY Total Revenue$1,976,389,642PYTotalRevenueAmt
CY Total Revenue$1,881,828,034CYTotalRevenueAmt
PY Grants And Similar Paid$266,409,801PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$269,831,597CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$899,275,069PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$959,290,440CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$519,464PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$441,019CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$32,037,192CYTotalFundraisingExpenseAmt
PY Other Expenses$346,908,334PYOtherExpensesAmt
CY Other Expenses$411,413,047CYOtherExpensesAmt
PY Total Expenses$1,513,112,668PYTotalExpensesAmt
CY Total Expenses$1,640,976,103CYTotalExpensesAmt
PY Revenues Less Expenses$463,276,974PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$240,851,931CYRevenuesLessExpensesAmt
Total Assets BOY$6,497,771,735TotalAssetsBOYAmt
Total Assets EOY$6,841,480,872TotalAssetsEOYAmt
Total Liabilities BOY$1,246,167,551TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,286,306,566TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,251,604,184NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,555,174,306NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO CREATE A TRANSFORMATIVE EDUCATIONAL EXPERIENCE FOR STUDENTS FOCUSED ON DEEP DISCIPLINARY KNOWLEDGE; PROBLEM SOLVING; LEADERSHIP, COMMUNICATION, AND INTERPERSONAL SKILLS; AND PERSONAL HEALTH AND WELL-BEING.TO CULTIVATE A TRANSFORMATIVE UNIVERSITY COMMUNITY COMMITTED TO (A) ATTRACTING AND RETAINING DIVERSE, WORLD-CLASS TALENT; (B) CREATING A COLLABORATIVE ENVIRONMENT OPEN TO THE FREE EXCHANGE OF IDEAS, WHERE RESEARCH, CREATIVITY, INNOVATION, AND ENTREPRENEURSHIP CAN FLOURISH; AND (C) ENSURING INDIVIDUALS CAN ACHIEVE THEIR FULL POTENTIAL.TO IMPACT SOCIETY IN A TRANSFORMATIVE WAY - REGIONALLY, NATIONALLY, AND GLOBALLY - BY ENGAGING WITH PARTNERS OUTSIDE THE TRADITIONAL BORDERS OF THE UNIVERSITY CAMPUS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$898,101,585ExpenseAmt
Grant$234,454,924GrantAmt
Revenue$948,786,481RevenueAmt
DescINSTRUCTION:CARNEGIE MELLON IS A HYBRID OF A TECHNICAL INSTITUTE, FINE-ARTS CONSERVATORY AND TRADITIONAL RESEARCH UNIVERSITY, HAVING EVOLVED IN RESPONSE TO EMERGING SOCIAL NEEDS AND INTELLECTUAL DEVELOPMENT OF THE PAST CENTURY. UNITING TECHNOLOGY AND ARTS, FUSING THE PRACTICAL WITH THE IMAGINATIVE, MAINTAINING ITS EDUCATIONAL EMPHASIS ON DEVELOPING SKILLS TO SOLVE PROBLEMS.INCLUDES 7 COLLEGES AND SCHOOLS OFFERING DEGREE PROGRAMS AND MORE THAN 100 MAJORS AND MINORS TO APPROXIMATELY 16,800 UNDERGRADUATES, GRADUATES AND DOCTORAL STUDENTS. INSTRUCTION INCLUDES ACADEMIC SUPPORT AND STUDENT SERVICES.CARNEGIE MELLON HAS ITS MAIN CAMPUS IN PITTSBURGH, SATELLITE CAMPUSES IN SILICON VALLEY AND DOHA, QATAR, AND DEGREE-GRANTING PROGRAMS IN COORDINATION WITH GLOBAL PROGRAMS INCLUDING AUSTRALIA, JAPAN, PORTUGAL, RWANDA, AND THAILAND.NATIONALLY AND GLOBALLY, CARNEGIE MELLON HAS BECOME A MAJOR VOICE OF CONNECTIVITY IN TECHNOLOGY, EXPANSION OF EDUCATIONAL OPPORTUNITY AND ECONOMIC DEVELOPMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$421,182,676ExpenseAmt
Grant$35,376,673GrantAmt
Revenue$0RevenueAmt
DescRESEARCH:CARNEGIE MELLON HOLDS A PROUD VISION OF ITSELF AS A DISTINCTIVE AND DIFFERENT KIND OF RESEARCH UNIVERSITY WHERE NATIONALLY RECOGNIZED PROGRAMS FROM ACROSS THE LEADING DISCIPLINES, FROM COMPUTING AND ENGINEERING TO FINE ARTS, INTERSECT. IT IS A DECENTRALIZED COMMUNITY OF SCIENTISTS AND INTELLECTUALS, ARTISTS AND POLICYMAKERS, BUSINESS EXPERTS AND POETS. THE DIVERSE AND DECENTRALIZED COMMUNITY THAT CHARACTERIZES CARNEGIE MELLON CULTURE RESTS ON A SET OF CORE UNDERPINNINGS AND A STRONG COMMITMENT TO REAL-WORLD PROBLEM SOLVING, INTERDISCIPLINARY COLLABORATION AND HARD WORK, COMBINED WITH JOIE DE VIVRE.EACH OF THESE REQUIRES CONNECTIONS AMONG ENGINEERING, SCIENCE, POLICY AND MANAGEMENT, AND THE ARTS. BASIC RESEARCH IS PERFORMED IN ALL 7 COLLEGES AND SCHOOLS AND THE SOFTWARE ENGINEERING INSTITUTE. CARNEGIE MELLON IS ALSO THE HOME OF NUMEROUS RESEARCH INSTITUTES AND CENTERS FOCUSING ON SOME OF THE WORLD'S GREATEST CHALLENGES.CARNEGIE MELLON'S RESEARCH-INTENSIVE ENVIRONMENT PROVIDES A RICH SETTING FOR THE UNIVERSITY'S EDUCATIONAL OFFERINGS AND ASPIRATIONS. THE SEARCH FOR NEW KNOWLEDGE AND A SPIRIT OF ONGOING CRITICAL INQUIRY ARE THE IDEALS THAT PERMEATE ITS APPROACH TO TEACHING AND ITS EXPECTATIONS FOR WHAT STUDENTS WILL ACHIEVE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$135,727,782ExpenseAmt
Grant$0GrantAmt
Revenue$79,117,818RevenueAmt
DescAUXILIARY SERVICES:SERVICES TO SUPPORT THE INSTRUCTION AND RESEARCH FUNCTIONS OF THE UNIVERSITY. THESE SERVICES INCLUDE BUT ARE NOT LIMITED TO HOUSING, DINING SERVICES, PARKING, BOOKSTORE, PRINTING, TELECOMMUNICATIONS, AND OTHER SERVICES RELATED TO THE DELIVERY OF EDUCATION AND RESEARCH.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$9,071,732ExpenseAmt
Grant$0GrantAmt
Revenue$11,462,791RevenueAmt
DescOTHER PROGRAM SERVICES:OTHER FEES AND MEMBERSHIPS, EXTERNAL SUPPORT AND SERVICES AND OTHER MISCELLANEOUS PROGRAM SERVICE REVENUE THAT SUPPORTS THE INSTRUCTION, RESEARCH, AND AUXILIARY FUNCTIONS OF THE UNIVERSITY.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$9,071,732TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$11,462,791TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,464,083,775TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document24026IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee15791EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryASForeignCountryCd
Foreign CountryQAForeignCountryCd
Foreign CountryRWForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members41GoverningBodyVotingMembersCnt
Independent Voting Member37IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARRIE NELSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4122681358PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 FORBES AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15213ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (64 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
EDWARD GREFENSTETTE VOTING
TRUSTEE (PRES/CEO, DIETRICH FDN)1.0050.00Yes (X)$0$2,134,476$1,854,743
FARNAM JAHANIAN
PRESIDENT/EX-OFFICIO TRUSTEE50.003.00Yes (X)$1,919,046$25,000$92,161Yes (X)
NEIL DONAHUE
EX-OFFICIO TRUSTEE/PROFESSOR50.000.00Yes (X)$236,503$0$36,868
JAMES E ROHR
VOTING TRUSTEE1.000.00Yes (X)$0$25,000$0
DAVID COULTER
CHAIR/VOTING TRUSTEE2.500.00Yes (X)$0$0$0Yes (X)
TOD S JOHNSON
VICE CHAIR/VOTING TRUSTEE2.000.00Yes (X)$0$0$0Yes (X)
ANNE M MOLLOY
VICE CHAIR/VOTING TRUSTEE3.500.00Yes (X)$0$0$0Yes (X)
JOEL P ADAMS
VOTING TRUSTEE2.002.00Yes (X)$0$0$0
LANE M BESS
VOTING TRUSTEE2.500.00Yes (X)$0$0$0
RONALD BIANCHINI JR
VOTING TRUSTEE1.500.00Yes (X)$0$0$0
KEITH BLOCK
VOTING TRUSTEE1.500.00Yes (X)$0$0$0
DARRYL BRITT
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
FRANK BRUNCKHORST
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
NATHALIE COWAN
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
RUSSELL CROCKETT
VOTING TRUSTEE1.005.00Yes (X)$0$0$0
JEANNE CUNICELLI
VOTING TRUSTEE1.440.00Yes (X)$0$0$0
SHRINIVAS V DEMPO
VOTING TRUSTEE0.160.00Yes (X)$0$0$0
FRANCISCO B D'SOUZA
VOTING TRUSTEE4.000.00Yes (X)$0$0$0
HOWARD L ELLIN
VOTING TRUSTEE5.000.00Yes (X)$0$0$0
BRIT MCCANDLESS FARMER
EX-OFFICIO TRUSTEE0.600.00Yes (X)$0$0$0
EDWARD H FRANK
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
YOSHIAKI FUJIMORI
VOTING TRUSTEE0.500.00Yes (X)$0$0$0
MAYOR ED GAINEY
EX-OFFICIO TRUSTEE0.080.00Yes (X)$0$0$0
ERIC GILER
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
AJEI GOPAL
VOTING TRUSTEE0.670.67Yes (X)$0$0$0
TORRENCE M HUNT JR
VOTING TRUSTEE2.000.00Yes (X)$0$0$0
LARRY E JENNINGS JR
VOTING TRUSTEE5.000.00Yes (X)$0$0$0
THERESA KAIL-SMITH
EX-OFFICIO TRUSTEE1.000.00Yes (X)$0$0$0
RAYMOND J LANE
VOTING TRUSTEE0.751.00Yes (X)$0$0$0
BRUCE M MCWILLIAMS
VOTING TRUSTEE3.000.00Yes (X)$0$0$0
DAVID L PORGES
VOTING TRUSTEE1.000.00Yes (X)$0$0$0
SAM REIMAN
VOTING TRUSTEE0.900.00Yes (X)$0$0$0
J LEA HILLMAN SIMONDS
VOTING TRUSTEE0.500.00Yes (X)$0$0$0
MANOJ P SINGH
VOTING TRUSTEE4.000.00Yes (X)$0$0$0
LUKE SKURMAN
VOTING TRUSTEE3.000.00Yes (X)$0$0$0
LIP-BU TAN
VOTING TRUSTEE1.001.00Yes (X)$0$0$0
DAVID A TEPPER
VOTING TRUSTEE5.000.00Yes (X)$0$0$0
THOMAS TULL
VOTING TRUSTEE0.500.00Yes (X)$0$0$0
TAMARA TUNIE
VOTING TRUSTEE0.200.00Yes (X)$0$0$0
PAULA KAUFFMAN WAGNER
VOTING TRUSTEE3.000.00Yes (X)$0$0$0
JOHN WATTS
EX-OFFICIO TRUSTEE2.000.00Yes (X)$0$0$0
CHARLES A KENNEDY
CHIEF INVESTMENT OFFICER50.001.00$1,533,626$0$649,102Yes (X)
JAMES H GARRETT
PROVOST & CAO50.000.10$759,095$0$49,569Yes (X)
MARY JO DIVELY VPGENCOUN
& SEC. OF THE CORPORATION50.000.20$727,026$0$47,673Yes (X)
SCOTT MORY VP FOR
UNIV. ADVANCEMENT50.000.00$720,291$0$37,321Yes (X)
DARYL WEINERT VP FOR OPS
& INTERIM V.P. FOR RESEARCH50.000.00$619,670$0$68,077Yes (X)
NICHOLAS SCIBETTA VP FOR
UNIV. COMM. & MARKET.(EXITED 4/23)50.002.00$476,666$0$205,442Yes (X)
STAN WADDELL VP FOR INFO
TECH & CHIEF INFO OFFICER50.000.00$429,826$0$111,985Yes (X)
ANGELA BLANTON
V.P. OF FINANCE & CFO50.000.20$469,555$0$63,238Yes (X)
GINA CASALEGNO VP FOR
STUDENT AFFAIRS & DEAN OF STUDENTS50.000.00$402,206$0$25,819Yes (X)
CARRIE NELSON
ASSISTANT TREASURER50.001.00$308,495$0$26,683Yes (X)
JOHN DOLAN
TREASURER50.000.00$271,018$0$44,283Yes (X)
KATE LIPPERT
ASSISTANT SEC. OF THE CORP.50.000.00$132,686$0$36,337Yes (X)
MARTIAL HEBERT PROF DEAN
SCHOOL OF COMPUTER SCIENCE50.000.00$511,375$0$55,425Yes (X)
WILLIAM SANDERS PROF DEAN
COLLEGE OF ENGINEERING50.000.00$528,889$0$32,490Yes (X)
MICHAEL TRICK
DEAN, QATAR CAMPUS50.000.00$915,214$0$89,479Yes (X)
ALLEN L ROBINSON
DIRECTOR OF CMU-AFRICA50.000.00$655,608$0$113,737Yes (X)
ISABELLE BAJEUX BESNAINOU
PROF. & DEAN, TEPPER SCH. OF BUS.50.000.00$687,473$0$55,143Yes (X)
PAUL D NIELSEN
DIRECTOR & CEO, SEI50.000.00$678,863$0$34,803Yes (X)
KRZYSZTOF MATYJASZEWSKI
JC WARNER UNIV. PROF. OF NAT. SCI.50.000.00$661,428$0$46,303Yes (X)
LAURIE WEINGART
FORMER OFFICER/PROFESSOR50.000.00$375,015$0$49,185Yes (X)
J MICHAEL MCQUADE FORMER
OFFICER/SPEC. ADVISOR TO PRES.7.500.00$143,158$0$0Yes (X)
JONATHAN CAGAN
FORMER KE/PROFESSOR50.000.00$348,839$0$84,459Yes (X)
TOM MITCHELL
FORMER KE/PROFESSOR50.000.00$338,519$0$42,211Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$14,850,090TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,184,476TotReportableCompRltdOrgAmt
Total Other Compensation$3,952,536TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1919IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MOSITES CONSTRUCTION
400 MOSITES WAY STE 100PITTSBURGHPA15205CONSTRUCTION$30,571,657
PJ DICK INC
225 NORTH SHORE DRIVEPITTSBURGHPA15212CONSTRUCTION$26,353,280
MASCARO CONSTRUCTION CO LP
1720 METROPOLITAN STPITTSBURGHPA15233CONSTRUCTION$20,078,118
ARAMARK CORP
5001 GREAT AMERICA PKWYSANTA CLARACA95054CLEANING SERVICES$15,666,700
COMPASS GROUP USA
2400 YORKMONT ROADCHARLOTTENC28217DINING SERVICES$13,070,009
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K163CntrctRcvdGreaterThan100KCnt
Related Organizations$29,765,462RelatedOrganizationsAmt
Government Grants$408,107,612GovernmentGrantsAmt
All Other Contributions$273,537,136AllOtherContributionsAmt
Noncash Contributions$7,555,054NoncashContributionsAmt
Total Contributions$711,410,210TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION900099$948,786,481$948,786,481
AUXILIARY SERVICES611710$79,117,818$78,626,492$491,326
OTHER PROGRAM SERVICES900099$11,462,791$11,462,791
FieldValueIRS element (for citing)
Total Program Service Revenue$1,039,367,090TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,454,997TotalRevenueColumnAmt
Unrelated Business Revenue$13,698,987UnrelatedBusinessRevenueAmt
Exclusion$62,756,010ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,077,284TotalRevenueColumnAmt
Exclusion$5,077,284ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,836,016RealAmt
Personal$3,400PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$454,370RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,381,646RealAmt
Personal$3,400PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,385,046TotalRevenueColumnAmt
Unrelated Business Revenue$22,841UnrelatedBusinessRevenueAmt
Exclusion$2,362,205ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,365,614,172SecuritiesAmt
Other$308,862OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,321,981,884SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$43,632,288SecuritiesAmt
Other$308,862OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,941,150TotalRevenueColumnAmt
Exclusion$43,941,150ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$38,120FundraisingGrossIncomeAmt
Fundraising Direct Expenses$21,794FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,326TotalRevenueColumnAmt
Exclusion$16,326ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$6,012,655GrossSalesOfInventoryAmt
Cost Of Goods Sold$2,836,724CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,175,931TotalRevenueColumnAmt
Exclusion$3,175,931ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,881,828,034TotalRevenueColumnAmt
Related Or Exempt Func Income$1,038,875,764RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$14,213,154UnrelatedBusinessRevenueAmt
Exclusion$117,328,906ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$35,376,673TotalAmt
Program Services$35,376,673ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$202,767,924TotalAmt
Program Services$202,767,924ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$31,687,000TotalAmt
Program Services$31,687,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,451,302TotalAmt
Program Services$2,415,729ProgramServicesAmt
Management And General$7,026,866ManagementAndGeneralAmt
Fundraising$2,008,707FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,509,356TotalAmt
Program Services$1,333,961ProgramServicesAmt
Management And General$116,333ManagementAndGeneralAmt
Fundraising$59,062FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$778,807,328TotalAmt
Program Services$709,539,204ProgramServicesAmt
Management And General$52,043,608ManagementAndGeneralAmt
Fundraising$17,224,516FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$45,071,218TotalAmt
Program Services$40,021,757ProgramServicesAmt
Management And General$3,624,292ManagementAndGeneralAmt
Fundraising$1,425,169FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$81,213,512TotalAmt
Program Services$76,085,324ProgramServicesAmt
Management And General$2,327,051ManagementAndGeneralAmt
Fundraising$2,801,137FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$41,237,724TotalAmt
Program Services$36,416,808ProgramServicesAmt
Management And General$3,482,639ManagementAndGeneralAmt
Fundraising$1,338,277FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,661,969TotalAmt
Program Services$3,365,797ProgramServicesAmt
Management And General$2,269,639ManagementAndGeneralAmt
Fundraising$26,533FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,926,537TotalAmt
Program Services$87,176ProgramServicesAmt
Management And General$1,839,361ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$472,026TotalAmt
Program Services$472,026ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$441,019TotalAmt
Fundraising$441,019FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$9,087,460TotalAmt
Management And General$9,087,460ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,885,824TotalAmt
Program Services$20,559,181ProgramServicesAmt
Management And General$12,447,198ManagementAndGeneralAmt
Fundraising$879,445FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,743,359TotalAmt
Program Services$1,802,236ProgramServicesAmt
Management And General$1,925,600ManagementAndGeneralAmt
Fundraising$15,523FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,276,150TotalAmt
Program Services$9,201,453ProgramServicesAmt
Management And General$2,080,569ManagementAndGeneralAmt
Fundraising$994,128FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,645,101TotalAmt
Program Services$29,698,155ProgramServicesAmt
Management And General$4,282,887ManagementAndGeneralAmt
Fundraising$1,664,059FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$1,419,164TotalAmt
Program Services$1,419,164ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$66,550,215TotalAmt
Program Services$56,404,295ProgramServicesAmt
Management And General$10,139,976ManagementAndGeneralAmt
Fundraising$5,944FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$36,538,369TotalAmt
Program Services$29,722,813ProgramServicesAmt
Management And General$5,367,626ManagementAndGeneralAmt
Fundraising$1,447,930FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$407TotalAmt
Program Services$407ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$16,484,964TotalAmt
Program Services$14,006,085ProgramServicesAmt
Management And General$1,562,328ManagementAndGeneralAmt
Fundraising$916,551FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$22,818,781TotalAmt
Program Services$21,598,031ProgramServicesAmt
Management And General$1,220,750ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$82,622,951TotalAmt
Program Services$77,761,635ProgramServicesAmt
Management And General$4,861,316ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,015,321TotalAmt
Program Services$4,328,200ProgramServicesAmt
Management And General$685,388ManagementAndGeneralAmt
Fundraising$1,733FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD SERVICE OPERATIONS$24,366,622$24,008,498$358,124
INFORMATION RESOURCES$10,562,661$10,340,863$125,496$96,302
NON-CAPITAL EQUIPMENT$9,087,823$5,401,355$3,685,223$1,245
FABRICATED EQUIPMENT$2,514,201$2,508,349$5,852

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$30,733,142TotalAmt
Program Services$15,753,676ProgramServicesAmt
Management And General$14,289,554ManagementAndGeneralAmt
Fundraising$689,912FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,640,976,103TotalAmt
Program Services$1,464,083,775ProgramServicesAmt
Management And General$144,855,136ManagementAndGeneralAmt
Fundraising$32,037,192FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$62,616BOYAmt
EOY$70,836EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$759,528,903BOYAmt
EOY$972,506,063EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$296,455,613BOYAmt
EOY$395,654,888EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$43,237,889BOYAmt
EOY$29,276,583EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$60,000BOYAmt
EOY$60,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,742,457BOYAmt
EOY$1,947,981EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,329,656BOYAmt
EOY$18,363,412EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,536,144,008LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,225,562,946LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,218,115,207BOYAmt
EOY$1,310,581,062EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,772,226,545BOYAmt
EOY$1,708,980,430EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,222,508,070BOYAmt
EOY$2,247,550,178EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$162,504,779BOYAmt
EOY$156,489,439EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,497,771,735BOYAmt
EOY$6,841,480,872EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$195,943,214BOYAmt
EOY$189,369,486EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$171,989,637BOYAmt
EOY$162,939,629EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$522,767,063BOYAmt
EOY$516,627,200EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$235,545,480BOYAmt
EOY$314,187,973EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$119,922,157BOYAmt
EOY$103,182,278EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,246,167,551BOYAmt
EOY$1,286,306,566EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,140,485,087BOYAmt
EOY$2,265,889,736EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,111,119,097BOYAmt
EOY$3,289,284,570EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,251,604,184BOYAmt
EOY$5,555,174,306EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,497,771,735BOYAmt
EOY$6,841,480,872EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$240,851,931ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$57,020,070NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$5,698,121OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$535,341,387CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$612,326,605CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$921,966,188CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$740,589,814CurrentTaxYearMinus1YearAmt
Current Tax Year$711,465,052CurrentTaxYearAmt
Total$3,521,689,046TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$535,341,387CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$612,326,605CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$921,966,188CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$740,589,814CurrentTaxYearMinus1YearAmt
Current Tax Year$711,465,052CurrentTaxYearAmt
Total$3,521,689,046TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$329,185,547SubstantialContributorsTotAmt
Public Support Total170$3,192,503,499PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$58,028,833CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,697,739CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,248,451CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,431,771CurrentTaxYearMinus1YearAmt
Current Tax Year$84,371,697CurrentTaxYearAmt
Total$273,778,491TotalAmt
FieldValueIRS element (for citing)
Total Support$3,795,467,537TotalSupportAmt
Gross Receipts Rltd Activities$4,607,161,327GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84110PublicSupportCY170Pct
Public Support PY1700.84810PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Organization Belongs Afflt GrpYes (X)OrganizationBelongsAffltGrpInd

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$472,026FilingOrganizationsTotalAmt
Affiliated Group Total$472,026AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$472,026FilingOrganizationsTotalAmt
Affiliated Group Total$472,026AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,643,354,152FilingOrganizationsTotalAmt
Affiliated Group Total$1,644,630,211AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,643,826,178FilingOrganizationsTotalAmt
Affiliated Group Total$1,645,102,237AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$1,000,000AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$250,000AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$485,004CurrentYearMinus3Amt
Current Year Minus2$408,991CurrentYearMinus2Amt
Current Year Minus1$425,625CurrentYearMinus1Amt
Current Year$472,026CurrentYearAmt
Total$1,791,646TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$493,050RevenuesIncludedAmt
Assets Included$5,877,326AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesAUGMENT TEACHING AND LEARNINGOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,030,995,181BeginningYearBalanceAmt
Contributions$132,510,133ContributionsAmt
Investment Earnings Or Losses$84,165,181InvestmentEarningsOrLossesAmt
Grants Or Scholarships$27,610,042GrantsOrScholarshipsAmt
Other Expenditures$95,251,205OtherExpendituresAmt
Administrative Expenses$7,951,805AdministrativeExpensesAmt
End Year Balance$3,116,857,443EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,090,015,040BeginningYearBalanceAmt
Contributions$156,659,189ContributionsAmt
Investment Earnings Or Losses-$103,322,589InvestmentEarningsOrLossesAmt
Grants Or Scholarships$22,758,880GrantsOrScholarshipsAmt
Other Expenditures$83,063,102OtherExpendituresAmt
Administrative Expenses$6,534,477AdministrativeExpensesAmt
End Year Balance$3,030,995,181EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,067,357,168BeginningYearBalanceAmt
Contributions$216,973,683ContributionsAmt
Investment Earnings Or Losses$906,059,029InvestmentEarningsOrLossesAmt
Grants Or Scholarships$21,191,800GrantsOrScholarshipsAmt
Other Expenditures$73,125,703OtherExpendituresAmt
Administrative Expenses$6,057,337AdministrativeExpensesAmt
End Year Balance$3,090,015,040EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,000,803,747BeginningYearBalanceAmt
Contributions$55,715,841ContributionsAmt
Investment Earnings Or Losses$102,387,595InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,689,081GrantsOrScholarshipsAmt
Other Expenditures$66,445,609OtherExpendituresAmt
Administrative Expenses$5,415,325AdministrativeExpensesAmt
End Year Balance$2,067,357,168EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,885,377,148BeginningYearBalanceAmt
Contributions$58,617,910ContributionsAmt
Investment Earnings Or Losses$142,695,818InvestmentEarningsOrLossesAmt
Grants Or Scholarships$18,523,816GrantsOrScholarshipsAmt
Other Expenditures$62,487,829OtherExpendituresAmt
Administrative Expenses$4,875,484AdministrativeExpensesAmt
End Year Balance$2,000,803,747EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.17420BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.43920PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.38660TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$57,776,094OtherCostOrOtherBasisAmt
Book Value$57,776,094BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,735,451,174OtherCostOrOtherBasisAmt
Depreciation$831,383,897DepreciationAmt
Book Value$904,067,277BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,526,449OtherCostOrOtherBasisAmt
Depreciation$24,552,195DepreciationAmt
Book Value$12,974,254BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$380,685,408OtherCostOrOtherBasisAmt
Depreciation$281,768,306DepreciationAmt
Book Value$98,917,102BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$324,704,883OtherCostOrOtherBasisAmt
Depreciation$87,858,548DepreciationAmt
Book Value$236,846,335BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,310,581,062TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
REAL ESTATE$162,956,021F
VENTURE CAP. & PRIV. EQ$1,288,058,950F
AGGRESSIVE, DISTRESSED & ARBITRAGE FIXED INCOME$20,975,220F
NATURAL RESOURCES$120,042,617F
HEDGE FUNDS$298,614,367F
LOCAL REGION$7,208,775F
EMERGING MARKET$349,694,228F
FieldValueIRS element (for citing)
Total Book Value Securities$2,247,550,178TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)

DescDescAmtAmt
CONTRACT RETENTIONS$7,987,964
GATE STUDENT LOAN PROGRAM$53,406
ASSET RETIREMENT OBLIGATION-FIN 47$4,863,352
FEDERAL LOAN PROGRAMS & STUDENT DEPOSITS$5,033,845
PRESENT VALUE OF ANNUITIES DUE$14,446,321
SWAP AGREEMENTS/CONTRACTS$6,917,138
FEDERAL, STATE, AND LOCAL TAXES PAYABLE$359,313
MISC. OTHER LIABILITIES$9,886
PV ANNUITIES FOR PROPERTY ACQS$2,171,593
RIGHT OF USE LIABILITY$61,306,956
AGENCY FUNDING$32,504
FieldValueIRS element (for citing)
Total Liability$103,182,278TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,780,004,669TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$57,020,070NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$15,200,874DonatedServicesAndUseFcltsAmt
Other Revenue$33,811,362OtherRevenueAmt
Revenue Not Reported$106,032,306RevenueNotReportedAmt
Revenue Subtotal$1,673,972,363RevenueSubtotalAmt
Investment Expenses Not Incld$9,087,460InvestmentExpensesNotIncldAmt
Other Revenues Not Included$198,768,211OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$207,855,671RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,881,828,034TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,476,391,401TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$15,200,874DonatedServicesUseFcltsAmt
Other Expenses Included$27,948,871OtherExpensesIncludedAmt
Expenses Not Reported$43,149,745ExpensesNotReportedAmt
Expenses Subtotal$1,433,241,656ExpensesSubtotalAmt
Investment Expenses Not Incld2$9,087,460InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$198,646,987OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$207,734,447ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,640,976,103TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:CARNEGIE MELLON UNIVERSITY MAINTAINS VARIOUS COLLECTIONS INCLUDING COLLECTIONS OF ART, HISTORIC ARTIFACTS, AND OTHER SIMILAR ASSETS TO SUPPORT THE EDUCATION AND RESEARCH FUNCTIONS OF THE UNIVERSITY.
PART V, LINE 4:THE CARNEGIE MELLON ENDOWMENT IS A COLLECTION OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED BY DONORS AND MANAGED BY THE UNIVERSITY AS A POOLED SET OF ASSETS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT 141 AND DONOR INTENT, THE UNIVERSITY SPENDS A PREDETERMINED PORTION OF THE ENDOWMENT INCOME EACH YEAR ON FACULTY SUPPORT, STUDENT SUPPORT, AND GENERAL UNIVERSITY SUPPORT.
PART X, LINE 2:CARNEGIE MELLON IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS GENERALLY EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2023 AND 2022. THE UNIVERSITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS SUBSEQUENT TO JUNE 30, 2019. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 2,836,724. SUBSIDIARY REVENUE 24,810,641. RENTAL EXPENSE 454,370. CHANGE IN SWAP VALUE NET OF INTEREST EXP 5,629,315. TRANSLATION ADJUSTMENT & OTHER 25,470. GAIN FROM ADJUSTMENTS OF PLEDGES RECEIVABLE 54,842.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 198,674,484. GAIN ON SALE OF ASSETS -2,028. LAMME DISTRIBUTION 79,429. NET GAIN FROM FUNDRAISING EVENT 16,326.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 2,836,724. SUBSIDIARY EXPENSE 24,657,777. RENTAL EXPENSE 454,370.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID 198,674,484. TRANSLATION ADJUSTMENT & OTHER -25,469. GAIN ON SALE OF ASSETS -2,028.
PART XII:RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS WITH REVENUE PER RETURN AND PART XIII - RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS WITH EXPENSES PER RETURN: LINE 1 OF EACH PART RESPECTIVELY CONSISTS OF CONSOLIDATED NUMBERS FROM THE AUDITED FINANCIAL STATEMENTS AND RECONCILES TO THE STAND-ALONE (SEPARATE BASIS) REVENUE AND EXPENSES AS REPORTED ON THE FORM 990, PART I, LINE 12.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE NON-DISCRIMINATORY POLICY AND STATEMENT OF ASSURANCE APPEARS ON PRINTED MATERIALS USED TO COMMUNICATE WITH PROSPECTIVE AND CURRENT STUDENTS AS WELL AS EMPLOYEES OF CARNEGIE MELLON UNIVERSITY. ADDITIONALLY, THE STATEMENT OF ASSURANCE CAN BE FOUND ON CMU'S WEBSITE.
SCHEDULE E, PART I, LINE 6MONETARY GRANTS WERE RECEIVED FROM FEDERAL AND STATE AGENCIES TO PROVIDE ASSISTANCE TO STUDENTS ATTENDING CARNEGIE MELLON UNIVERSITY.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (20 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$1,596,324
MIDDLE EAST AND NORTH AFRICA00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$14,917,381
SUB-SAHARAN AFRICA00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$13,957,873
EAST ASIA AND THE PACIFIC00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$660,840
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$506,366
CENTRAL AMERICA AND THE CARIBBEAN00GRANTS TO RECIPIENTS LOCATED IN REGIONINTERNATIONAL STUDIES$48,216
EAST ASIA AND THE PACIFIC127PROGRAM SERVICESEDUCATION$5,368,283
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PROGRAM SERVICESEDUCATION$4,148,456
MIDDLE EAST AND NORTH AFRICA1192PROGRAM SERVICESEDUCATION$50,974,360
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES00PROGRAM SERVICESEDUCATION$525,402
SOUTH AMERICA00PROGRAM SERVICESEDUCATION$190,501
SOUTH ASIA00PROGRAM SERVICESEDUCATION$426,901
SUB-SAHARAN AFRICA2167PROGRAM SERVICESEDUCATION$16,527,454
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESEDUCATION$89,508
RUSSIA AND NEIGHBORING STATES00PROGRAM SERVICESEDUCATION$20,669
SUB-SAHARAN AFRICA00PORTFOLIO INVESTMENTS$54,525,389
EAST ASIA AND THE PACIFIC00PORTFOLIO INVESTMENTS$20,820,677
NORTH AMERICA00PORTFOLIO INVESTMENTS$45,673,463
CENTRAL AMERICA AND THE CARIBBEAN00PORTFOLIO INVESTMENTS$1,085,066,962
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00PORTFOLIO INVESTMENTS$240,196,402
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees27SubtotalEmployeesCnt
Continuation Total Office3ContinuationTotalOfficeCnt
Continuation Total Employee359ContinuationTotalEmployeeCnt
Total Office4TotalOfficeCnt
Total Employee386TotalEmployeeCnt
Subtotal Spent$41,203,739SubtotalSpentAmt
Continuation Spent$1,515,037,688ContinuationSpentAmt
Total Spent$1,556,241,427TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMSUBCONTRACTS$713,450CASH; ELECTRONIC FUND TRANSFER$0N/AN/A
SUB-SAHARAN AFRICASUBCONTRACTS$982,098CASH; ELECTRONIC FUND TRANSFER$0N/AN/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATESSUBCONTRACTS$506,366CASH; ELECTRONIC FUND TRANSFER$0N/AN/A
EAST ASIA AND THE PACIFICSUBCONTRACTS$260,984CASH; ELECTRONIC FUND TRANSFER$0N/AN/A
MIDDLE EAST AND NORTH AFRICASUBCONTRACTS$229,834CASH; ELECTRONIC FUND TRANSFER$0N/AN/A
FieldValueIRS element (for citing)
Total501c3 Org11Total501c3OrgCnt
Total Other Org13TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (5 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
STUDENT SCHOLARSHIPSEAST ASIA AND THE PACIFIC32$399,856CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSMIDDLE EAST AND NORTH AFRICA294$14,687,547CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSSUB-SAHARAN AFRICA291$12,975,775CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU42$879,624CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
STUDENT SCHOLARSHIPSCENTRAL AMERICA AND THE CARIBBEAN5$48,216CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNTN/AN/A
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott CountriesYes (1)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:CMU DISTRIBUTES LIMITED FINANCIAL AID AND GRANT FUNDS TO STUDENTS AT ITS INTERNATIONAL LOCATIONS PURSUANT TO A STATISTICAL MODEL THAT TAKES INTO ACCOUNT A STUDENT'S INTENDED COLLEGE MAJOR, ACADEMIC AND ARTISTIC TALENTS, AS WELL AS FINANCIAL NEED. SUCH FUNDS ARE TYPICALLY APPLIED DIRECTLY TO THEIR INDIVIDUAL ACCOUNTS IN FURTHERANCE OF THEIR EDUCATION AT CMU. SPONSORED PROJECT FUNDS ARE PASSED THROUGH TO SUB-GRANTEE ORGANIZATIONS BY CARNEGIE MELLON WHEN SUCH SUB-GRANTEE ARRANGEMENTS ARE APPROVED BY THE PRIMARY GRANT SPONSOR. THESE FUNDS ARE MONITORED BY THE OFFICE OF SPONSORED PROJECTS AND SPONSORED PROJECTS ACCOUNTING.
PART III ACCOUNTING METHOD:

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ
1025 KIRKWOOD PARKWAY SWCEDAR RAPIDSIA52404TELEMARKETING0$290,817$400,819-$110,002
GGA
401 N MICHIGAN AVENUECHICAGOIL60611CAMPAIGN CONSULTATION0$0$40,200-$40,200
FieldValueIRS element (for citing)
Total Gross Receipts$290,817TotalGrossReceiptsAmt
Total Retained By Contractors$441,019TotalRetainedByContractorsAmt
Total Net To Organization-$150,202TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesFLLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FOOTBALL GOLF OUTINGEvent1Nm
Gross Receipts Event1$38,120GrossReceiptsEvent1Amt
Gross Revenue Event1$38,120GrossRevenueEvent1Amt
Rent Facility Costs Event1$18,487RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$3,307OtherDirectExpensesEvent1Amt
Gross Receipts Total$38,120GrossReceiptsTotalAmt
Gross Revenue Total Events$38,120GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$18,487RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$3,307OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$21,794DirectExpenseSummaryEventsAmt
Net Income Summary$16,326NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (186 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Txt
ADVANCED RESPIRATORY TECHNOLOGIES LLC
1105 WILLIAM PITT WAYPITTSBURGHPA15238473573079$583,265$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
AEROSPACE CORPORATIONTHE
2310 EAST EL SEGUNDO BLVDEL SEGUNDOCA90245952102389$50,763$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
AFRICA-AMERICA INSTITUTE THE
ONE GRAND CENTRAL PLACE 60 E 42NDNEW YORKNY10165530218859$12,500$0N/AN/APROGRAM SERVICE501(C)(3)STREET STE 1700
AFRICAN AMERICAN CULTURAL CENTER
980 LIBERTY AVENUEPITTSBURGHPA15222472697273$10,000$0N/AN/APROGRAM SERVICE501(C)(3)
ALLEGHENY CONFERENCE ON COMMUNITY
11 STANWIX STREET 17TH FLOORPITTSBURGHPA15222250965213$112,000$0N/AN/APROGRAM SERVICE501(C)(3)
ALLEN INSTITUTE
615 WESTLAKE AVE NSEATTLEWA98109912155317$198,689$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
APPLIGENT INC
22 E BALTIMORE AVELANSDOWNEPA190502202232634973$91,421$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ARGOS EDUCATION INC
8 LEDGELAWN AVELEXINGTONMA02420862617366$99,920$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
ARIZONA STATE UNIVERSITY
PO BOX 875505TEMPEAZ85287860196696$130,247$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
ASTROBOTIC FOUNDATION
1016 N LINCOLN AVEPITTSBURGHPA15233845074329$70,000$0N/AN/APROGRAM SERVICE501(C)(3)
BARNES GLOBAL ADVISORS LLC
526 COCHRAN STSEWICKLEYPA15143821713034$58,938$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
BENTLEY UNIVERSITY
175 FOREST STREETWALTHAMMA02452041081650$18,514$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
BOSTON COLLEGE
140 COMMONWEALTH AVE TRUSTEES OFCHESTNUT HILLMA02467042103545$38,800$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)BOSTON COLLEGE
BOSTON UNIVERSITY
GRANTS RECEIVABLE PO BOX 28763NEW YORKNY100878763042103547$9,352$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
BOYS AND GIRLS CLUB OF WESTERN PENNSYLVANIA
33 TERMINAL WAY STE 435APITTSBURGHPA15219251206970$18,311$0N/AN/APROGRAM SERVICE501(C)(3)
BRIGHAM YOUNG UNIVERSITY
GRANTS CONTRACTS ACCT A-261 ASBPROVOUT846021128870217280$355,277$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
BROWN UNIVERSITY
CONTROLLERS OFFICE BOX JPROVIDENCERI02912050258809$324,792$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
BUCKNELL UNIVERSITY
ONE DENT DR OFFICE OF FINANCELEWISBURGPA17837240772407$30,612$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CARLOW UNIVERSITY
3333 5TH AVEPITTSBURGHPA15213250965438$25,500$0N/AN/APROGRAM SERVICE501(C)(3)
CARNEGIE INSTITUTE
4400 FORBES AVENUEPITTSBURGHPA15213250965280$81,000$0N/AN/APROGRAM SERVICE501(C)(3)
CARNEGIE LEARNING INC
PO BOX 6001HERMITAGEPA16148251805640$146,001$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVECLEVELANDOH441062119341018992$159,524$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CHILDRENS HOSPITAL OF PHILADELPHIA THE
3401 CIVIC CENTER BLVDPHILADELPHIAPA19104231352166$10,560$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CHILDRENS MUSEUM OF PITTSBURGH
10 CHILDRENS WAYPITTSBURGHPA15212251379704$15,000$0N/AN/APROGRAM SERVICE501(C)(3)
CITRINE INFORMATICS INC
2629 BROADWAY STREDWOOD CITYCA94603464188524$60,704$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
COLORADO SCHOOL OF MINES
RESEARCH ACCTG PO BOX 911911DENVERCO802911911846000551$146,732$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
COLUMBIA UNIVERSITY
PO BOX 29789 GENERAL POST OFFICENEW YORKNY100879789135598093$178,137$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
COMMUNITY COLLEGE OF ALLEGHENY COUNTY
800 ALLEGHENY AVEPITTSBURGHPA15233256075057$107,500$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115
CORNELL UNIVERSITY
377 PINE TREE ROADITHACANY14850150532082$446,395$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
CRAFTON HEIGHTS COMMUNITY PRESCHOOL
50 STRATMORE AVEPITTSBURGHPA15205256003718$5,940$0N/AN/APROGRAM SERVICE115
CYBERDNA SECURITY LLC
168 SWEETWATER DRSEWICKLEYPA15143872642440$106,250$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
DELTA RISK LLC
106 S ST MARYS ST STE 428SAN ANTONIOTX78205412253196$760,263$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
DIVISION OF CHEMICAL EDUCATION INC
500 WESTOVER DR 17933SANFORDNC27330420935374$5,500$0N/AN/APROGRAM SERVICE501(C)(3)
DREXEL UNIVERSITY
3201 ARCH STREET SUITE 100PHILADELPHIAPA191951090231352630$156,021$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
DUKE UNIVERSITY
ACCTS RECEIVABLE LOCKBOX PO BOXCHARLOTTENC282602651560532129$34,102$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)602651
DUQUESNE UNIVERSITY
600 FORBES AVEPITTSBURGHPA15282251035663$24,999$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
EDUCATION DEVELOPMENT CENTER INC
300 5TH AVENUE SUITE 2010WALTHAMMA02451042241718$135,945$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
ELIZABETH FORWARD SCHOOL DISTRICT
401 ROCK RUN ROADELIZABETHPA15037251158897$13,500$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
EMORY UNIVERSITY
1599 CLIFTON ROAD THIRD FLOOR 3101ATLANTAGA30322580566256$87,887$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
FIRST
200 BEDFORD STREETMANCHESTERNH03101222990908$25,000$0N/AN/APROGRAM SERVICE501(C)(3)
GANNON UNIVERSITY
109 UNIVERSITY SQUAREERIEPA16541250496976$95,836$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
GENERAL ELECTRIC COMPANY
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OWEN GRADUATE SCHOOL OF MGMT 401NASHVILLETN37232352528741$134,959$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)21ST AVE SOUTH
VERIS GROUP LLC
8229 BOONE BLVD SUITE 750VIENNAVA22182202300601$17,172$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
VILLANOVA UNIVERSITY
RESEARCH ACCOUNTING OFFICE 800VILLANOVAPA19085231352688$226,333$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)LANCASTER AVENUE
VIRGINIA POLYTECH INSTITUTE
OFFICE OF SPONSORED PROGRAMS 1880BLACKSBURGVA240603580546001805$527,354$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS115PRATT DR STE 2006
WATER INSTITUTE OF THE GULF THE
1110 RIVER ROAD S SUITE 200BATON ROUGELA70802451066585$7,806$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
WEST LIBERTY UNIVERSITY FOUNDATION INC
PO BOX 6002MORGANTOWNWV26506550665758$50,000$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
WESTINGHOUSE ELECTRIC CO LLC
1000 WESTINGHOUSE DRCRANBERRY TWPPA16066522140933$143,958$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
WIDENER UNIVERSITY
ONE UNIVERSITY PLACECHESTERPA19013231386178$10,651$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
WOODS HOLE OCEANOGRAPHIC INSTITUTION
569 WOODS HOLE ROADWOODS HOLEMA02543042105850$68,401$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
WORCESTER POLYTECHNIC INSTITUTE
100 INSTITUTE RDWORCESTERMA01609042121659$110,710$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
YASKAWA AMERICA INC
100 AUTOMATION WAYMIAMISBURGOH45342362639378$51,125$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS
YORK COLLEGE OF PA
441 COUNTRY CLUB RDYORKPA17403231352698$27,580$0N/AN/AEDUCATION/RESEARCH SUBCONTRACTS501(C)(3)
FieldValueIRS element (for citing)
Total501c3 Org148Total501c3OrgCnt
Total Other Org38TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
UNDERGRADUATE GRANTS AND SCHOLARSHIPS3237$135,003,919N/AN/A
NON-DEGREE GRANTS AND SCHOLARSHIPS326$2,872,435N/AN/A
GRADUATE SCHOLARSHIPS AND FELLOWSHIPS5016$64,891,570N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationCMU DISTRIBUTES LIMITED FINANCIAL AID AND GRANT FUNDS TO INDIVIDUALS AND ORGANIZATIONS IN THE U.S. BASED ON A STATISTICAL MODEL THAT TAKES INTO ACCOUNT A STUDENT'S INTENDED COLLEGE MAJOR, ACADEMIC AND ARTISTIC TALENTS, AS WELL AS FINANCIAL NEED. FOR STUDENTS, SUCH FUNDS ARE TYPICALLY APPLIED DIRECTLY TO THEIR INDIVIDUAL ACCOUNTS IN FURTHERANCE OF THEIR EDUCATION AT CMU. OTHER TYPES OF GRANTS AND ASSISTANCE MIGHT INCLUDE, FOR EXAMPLE, RECIPIENTS OF PRIZES AND AWARDS WHO HAVE MET THE SPECIFIC CRITERIA FOR THE PARTICULAR PRIZE OR AWARD TO BE SELECTED. IN THE CASE OF SCHOLARSHIPS AND FELLOWSHIPS, THE RECIPIENT IS OFTEN REQUIRED TO UTILIZE THE FUNDS IN FURTHERANCE OF THEIR EDUCATION AND RESEARCH AT CMU. GRANTS ARE ALSO MADE IN THE CONTEXT OF ACADEMIC OR RESEARCH PROGRAMS AND RECIPIENTS SPEND THEIR GRANT FUNDS UNDER THE SUPERVISION OF THE PROGRAM FOR THE USE OF THE FUNDS. SPONSORED PROJECT FUNDS ARE PASSED THROUGH TO SUB-GRANTEE ORGANIZATIONS BY CARNEGIE MELLON WHEN SUCH SUB-GRANTEE ARRANGEMENTS ARE APPROVED BY THE PRIMARY GRANT SPONSOR. FUNDS ARE SPENT UNDER THE SUPERVISION OF THE PRINCIPAL INVESTIGATORS AND ARE ACCOUNTABLE TO FEDERAL AND SPONSOR TERMS AND CONDITIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
EDWARD GREFENSTETTE VOTING
TRUSTEE (PRES/CEO, DIETRICH FDN)$0$789,908$0$1,087,500$0$257,068$0$1,825,333$0$29,410$0$3,989,219$0$1,337,240
CHARLES A KENNEDY
CHIEF INVESTMENT OFFICER$510,311$0$976,658$0$46,657$0$619,566$0$29,536$0$2,182,728$0$662,198$0
FARNAM JAHANIAN
PRESIDENT/EX-OFFICIO TRUSTEE$1,134,646$25,000$400,000$0$384,400$0$24,400$0$67,761$0$2,011,207$25,000$0$0
MICHAEL TRICK
DEAN, QATAR CAMPUS$446,463$0$0$0$468,751$0$24,400$0$65,079$0$1,004,693$0$0$0
JAMES H GARRETT
PROVOST & CAO$646,874$0$50,000$0$62,221$0$24,400$0$25,169$0$808,664$0$0$0
MARY JO DIVELY VPGENCOUN
& SEC. OF THE CORPORATION$635,581$0$30,000$0$61,445$0$24,400$0$23,273$0$774,699$0$0$0
ALLEN L ROBINSON
DIRECTOR OF CMU-AFRICA$383,357$0$0$0$272,251$0$24,400$0$89,337$0$769,345$0$0$0
SCOTT MORY VP FOR
UNIV. ADVANCEMENT$577,072$0$100,000$0$43,219$0$24,400$0$12,921$0$757,612$0$0$0
ISABELLE BAJEUX BESNAINOU
PROF. & DEAN, TEPPER SCH. OF BUS.$642,801$0$0$0$44,672$0$29,829$0$25,314$0$742,616$0$0$0
PAUL D NIELSEN
DIRECTOR & CEO, SEI$608,031$0$25,000$0$45,832$0$24,400$0$10,403$0$713,666$0$0$0
KRZYSZTOF MATYJASZEWSKI
JC WARNER UNIV. PROF. OF NAT. SCI.$615,929$0$0$0$45,499$0$29,829$0$16,474$0$707,731$0$0$0
DARYL WEINERT VP FOR OPS
& INTERIM V.P. FOR RESEARCH$560,954$0$30,000$0$28,716$0$24,400$0$43,677$0$687,747$0$0$0
NICHOLAS SCIBETTA VP FOR
UNIV. COMM. & MARKET.(EXITED 4/23)$419,849$0$15,000$0$41,817$0$135,125$0$70,317$0$682,108$0$0$0
MARTIAL HEBERT PROF DEAN
SCHOOL OF COMPUTER SCIENCE$490,452$0$0$0$20,923$0$29,829$0$25,596$0$566,800$0$0$0
WILLIAM SANDERS PROF DEAN
COLLEGE OF ENGINEERING$517,350$0$0$0$11,539$0$29,829$0$2,661$0$561,379$0$0$0
STAN WADDELL VP FOR INFO
TECH & CHIEF INFO OFFICER$370,244$0$15,000$0$44,582$0$24,400$0$87,585$0$541,811$0$0$0
ANGELA BLANTON
V.P. OF FINANCE & CFO$421,620$0$15,000$0$32,935$0$24,400$0$38,838$0$532,793$0$0$0
JONATHAN CAGAN
FORMER KE/PROFESSOR$330,701$0$0$0$18,138$0$25,335$0$59,124$0$433,298$0$0$0
GINA CASALEGNO VP FOR
STUDENT AFFAIRS & DEAN OF STUDENTS$355,197$0$30,000$0$17,009$0$24,400$0$1,419$0$428,025$0$0$0
LAURIE WEINGART
FORMER OFFICER/PROFESSOR$300,995$0$0$0$74,020$0$27,269$0$21,916$0$424,200$0$0$0
TOM MITCHELL
FORMER KE/PROFESSOR$314,702$0$0$0$23,817$0$24,995$0$17,216$0$380,730$0$0$0
CARRIE NELSON
ASSISTANT TREASURER$295,283$0$10,000$0$3,212$0$23,682$0$3,001$0$335,178$0$0$0
JOHN DOLAN
TREASURER$249,585$0$20,000$0$1,433$0$20,968$0$23,315$0$315,301$0$0$0
NEIL DONAHUE
EX-OFFICIO TRUSTEE/PROFESSOR$232,561$0$0$0$3,942$0$17,488$0$19,380$0$273,371$0$0$0
KATE LIPPERT
ASSISTANT SEC. OF THE CORP.$130,789$0$0$0$1,897$0$11,368$0$24,969$0$169,023$0$0$0
J MICHAEL MCQUADE FORMER
OFFICER/SPEC. ADVISOR TO PRES.$143,125$0$0$0$33$0$0$0$0$0$143,158$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AALL ITEMS CHECKED IN LINE 1A ARE PROVIDED TO OR FOR A PERSON LISTED IN FORM 990, PART VII TO FURTHER THE BUSINESS, EDUCATIONAL, AND RESEARCH MISSION OF THE UNIVERSITY PURSUANT TO FEDERAL TAX REGULATIONS, IRS ACCOUNTABLE PLAN RULES, AND THE UNIVERSITY'S POLICIES AND PROCEDURES. NONTAXABLE BENEFITS DISCLOSED IN COLUMN D INCLUDE, FOR EXAMPLE, CONTRIBUTIONS TO EMPLOYER HEALTH AND WELFARE PLANS AND QUALIFIED TUITION BENEFITS.
PART I, LINES 4A-BFARNAM JAHANIAN PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THESE BENEFITS ARE REPORTED IN PART II, COLUMN (B). EFFECTIVE MAY 1, 2023, NICHOLAS SCIBETTA WAS NO LONGER EMPLOYED BY THE UNIVERSITY. IN CONJUNCTION WITH HIS DEPARTURE, THE UNIVERSITY AND NICHOLAS SCIBETTA NEGOTIATED SEVERANCE BENEFITS WHICH WERE ACCRUED AT JUNE 30, 2023 AND ARE INCLUDED IN PART II, COLUMN (C).
PART I, LINE 7ALL BONUSES PAID WERE AWARDED AS A RESULT OF PERFORMANCE AND WERE APPROVED BY THE COMPENSATION COMMITTEE.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
A25165013701729ELB12022-02-16$32,395,500SEE PART VI.000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
B25165013701729ELA32022-01-27$83,168,063SEE PART VI.000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
C25165013701728RNC92020-02-05$60,806,037SEE PART VI.000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
D25165013701728RMX42019-01-23$120,435,248SEE PART VI.000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYr
A$33,441,319$113,172$3,377,996$29,950,151000Yes (1)
B$83,168,064$363,064Yes (1)00Yes (1)$82,805,000
C$60,952,282$287,917$60,662,177000Yes (1)$2,1882022
D$120,495,357$418,774$86Yes (1)0Yes (1)Yes (1)$120,076,497

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ContractsEngageBondCounselContractsIndEngage Bond Counsel ResearchEngageBondCounselResearchInd
A00000.000000.000000.0000000Yes (1)
C0Yes (1)Yes (1)00.001000.000000.0010000Yes (1)Yes (1)
D0Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)Yes (1)Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)000000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)000Yes (1)
C0Yes (1)00000Yes (1)Yes (1)
D0Yes (1)Yes (1)Yes (1)Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceENTITY 1:FormAndLineReferenceDesc
ExplanationCOLUMN A: PART I(F) - THE BONDS WERE ISSUED TO FINANCE NEW CONSTRUCTION. COLUMN A: THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. COLUMN A: PART III, LINE 7 - AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN B: PART I(F) - THE BONDS CURRENT REFUNDED THE SERIES 2012B REISSUED BONDS (ISSUED DECEMBER 27, 2017) AND SERIES 2012A BONDS (ISSUED MARCH 1, 2012). COLUMN B: PART II, LINE 13 - SINCE PROCEEDS OF THE BONDS WERE ISSUED FOR REFUNDING PURPOSES, THE YEAR OF SUBSTANTIAL COMPLETION IS NOT APPLICABLE. COLUMN B: PART III - BECAUSE PROCEEDS OF THE BONDS WERE USED TO REFUND BONDS ISSUED BEFORE JANUARY 1, 2003, THE ISSUER HAS NOT COMPLETED PART III WITH RESPECT TO THE BONDS. COLUMN B: PART IV, LINE 2(B) - THE BONDS HAVE MET THE 6-MONTH EXPENDITURE EXCEPTION TO THE REBATE REQUIREMENT. COLUMN B: PART IV, LINE 2(C) - THE BONDS HAVE MET AN EXCEPTION TO THE REBATE REQUIREMENT; AND THEREFORE, NO REBATE HAS BEEN, OR EVER WILL BE, DUE ON THE BONDS. COLUMN C: PART I(F) - THE BONDS WERE ISSUED TO FINANCE NEW CONSTRUCTION. COLUMN C: THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. COLUMN C: PART III, LINE 7 - AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN D: PART I(F) - THE BONDS WERE ISSUED TO REFUND SERIES 2009 BONDS ON AUGUST 20, 2009. COLUMN D: THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. COLUMN D: PART II, LINE 13 - SINCE PROCEEDS OF THE BONDS WERE ISSUED FOR REFUNDING PURPOSES, THE YEAR OF SUBSTANTIAL COMPLETION IS NOT APPLICABLE. COLUMN D: PART III, LINE 7 - AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN D: PART IV, LINE 2(B) - THE BONDS HAVE MET THE 6-MONTH EXPENDITURE EXCEPTION TO THE REBATE REQUIREMENT. COLUMN D: PART IV, LINE 2(C) - THE BONDS HAVE MET AN EXCEPTION TO THE REBATE REQUIREMENT; AND THEREFORE, NO REBATE HAS BEEN, OR EVER WILL BE, DUE ON THE BONDS. ENTITY 2: COLUMN A: PART I(F) - THE BONDS CURRENT REFUNDED PORTIONS OF THE SERIES 2009 BONDS (ISSUED AUGUST 20, 2009) AND TAXABLE COMMERCIAL PAPER NOTES (ISSUED FEBRUARY 24, 2015). COLUMN A: THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. COLUMN A: PART II, LINE 13 - SINCE PROCEEDS OF THE BONDS WERE ISSUED FOR REFUNDING PURPOSES, THE YEAR OF SUBSTANTIAL COMPLETION IS NOT APPLICABLE. COLUMN A: PART III, LINE 7 - AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN A: PART IV, LINE 2(B) - THE BONDS HAVE MET THE 6-MONTH EXPENDITURE EXCEPTION TO THE REBATE REQUIREMENT. COLUMN A: PART IV, LINE 2(C) - THE BONDS HAVE MET AN EXCEPTION TO THE REBATE REQUIREMENT; AND THEREFORE, NO REBATE HAS BEEN, OR EVER WILL BE, DUE ON THE BONDS. COLUMN B: PART I(F) - BONDS WERE ISSUED TO FINANCE NEW CONSTRUCTION. COLUMN B: THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. COLUMN B: PART III, LINE 7 - AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN B: PART IV, LINE 2(C) - THE MOST RECENT REBATE REPORT WAS PREPARED BY THE BORROWER AND DATED FEBRUARY 13, 2018. COLUMN C: PART I(F) - BONDS CURRENT REFUNDED SERIES 2006AB BONDS (ISSUED DECEMBER 13, 2006) AND SERIES 2007 BONDS (ISSUED MARCH 1, 2007). COLUMN C: THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. COLUMN C: PART II, LINE 13 - SINCE PROCEEDS OF THE BONDS WERE ISSUED FOR REFUNDING PURPOSES, THE YEAR OF SUBSTANTIAL COMPLETION IS NOT APPLICABLE. COLUMN C: PART III, LINE 7 - AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE SECURITY OR PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY OR PAYMENT TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. COLUMN C: PART IV, LINE 2(C) - THE MOST RECENT REBATE REPORT WAS PREPARED BY THE BORROWER AND DATED AUGUST 16, 2023.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
A25165013701728RMP12017-07-19$77,823,681SEE PART VI.000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
B25165013701729EKY22013-02-14$60,529,980SEE PART VI.000
ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
C25165013701728RES42008-04-10$120,820,000SEE PART VI.000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtCapitalized InterestCapitalizedInterestAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYr
A$77,839,863$341,465$77,498,398Yes (1)0Yes (1)Yes (1)
B$60,575,582$463,813$29,90000Yes (1)Yes (1)$10,000,000$36,398$60,045,4712016
C$120,821,573$493,831$120,327,742Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)
C0Yes (1)Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)Yes (1)Yes (1)0000Yes (1)
B000Yes (1)0000Yes (1)
C000Yes (1)Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
L SMITH
J. GARRETT - CMU OFFICER - BROTHER OF L. SMITH - CMU EMPLOYEE$90,779COMPENSATION FOR ASSOCIATE DIRECTOR OF STUDENT ACCOUNTS0
SMITH POINT CAPITAL LLC
K. BLOCK -CMU VOTING TRUSTEE-FOUNDER & CEO OF SMITH POINT-UNIVERSITY VENDOR$175,466PAYMENTS MADE TO SMITH POINT CAPITAL LLC FOR CAPITAL CALL0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$493,050NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution172ContributionCnt
Noncash Contributions Rpt F990$5,314,873NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EXTENDED DISCOUNT ON INSTRUMENTATION20$1,526,970COST
Yes (X)SOFTWARE AND LICENSES/CRYPTOCURRENCY6$111,417FAIR MARKET VALUE
Yes (X)TOOLS/MISC. EQUIP./MISC. ITEMS/MUSIC EQUIPMENT10$89,639FAIR MARKET VALUE AN
Yes (X)EVENT EXPENSE/ALUMNI EVENT EXPENSES13$19,105COST
FieldValueIRS element (for citing)
Form8283 Received2Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS CARNEGIE MELLON UNIVERSITY RECEIVED FOR EACH TYPE OF PROPERTY FOR THE YEAR ENDED JUNE 30, 2023.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2JAMES ROHR, EDWARD GREFENSTETTE, AND FARNAM JAHANIAN HAVE A BUSINESS RELATIONSHIP. FARNAM JAHANIAN AND LIP-BU TAN HAVE A BUSINESS RELATIONSHIP. FARNAM JAHANIAN AND LANE BESS HAVE A BUSINESS RELATIONSHIP. EDWARD GREFENSTETTE AND JOEL ADAMS HAVE A BUSINESS RELATIONSHIP. KEITH BLOCK AND DAVID TEPPER HAVE A BUSINESS RELATIONSHIP. KEITH BLOCK AND DAVID COULTER HAVE A BUSINESS RELATIONSHIP. KEITH BLOCK AND TOD JOHNSON HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 7ACARNEGIE MELLON HAS SIX EX-OFFICIO TRUSTEES WHO ARE MEMBERS OF THE BOARD OF TRUSTEES BY HOLDING THE FOLLOWING OFFICES: MAYOR OF THE CITY OF PITTSBURGH PRESIDENT OF COUNCIL OF THE CITY OF PITTSBURGH PRESIDENT OF CARNEGIE MELLON UNIVERSITY PRESIDENT OF CARNEGIE MELLON ALUMNI ASSOCIATION PRESIDENT OF THE ANDREW CARNEGIE SOCIETY OF CARNEGIE MELLON CHAIRMAN OF CARNEGIE MELLON FACULTY SENATE EX-OFFICIO TRUSTEES SHALL BE FULL VOTING MEMBERS OF THE BOARD OF TRUSTEES, WITH ALL RIGHTS AND RESPONSIBILITIES THERETO, EXCEPT AS FOLLOWS: THEY SHALL BE WELCOME AT ALL OPEN SESSIONS OF ALL FULL BOARD MEETINGS AND, IF REQUESTED BY THE CHAIR, AT CLOSED EXECUTIVE SESSIONS; AND THE PRESIDENT OF CARNEGIE MELLON UNIVERSITY SHALL HAVE NO VOTING RIGHTS WHEN SERVING AS A MEMBER OF THE AUDIT COMMITTEE OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BCARNEGIE MELLON UNIVERSITY'S TAX DEPARTMENT IS RESPONSIBLE FOR GATHERING RELEVANT INFORMATION AND PREPARING THE ANNUAL FORM 990. ONCE THE FORM IS COMPLETE IN DRAFT STATUS, IT IS REVIEWED WITH CARNEGIE MELLON'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING (CPA) FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPA FIRM, THE FORM IS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND CHIEF FINANCIAL OFFICER, ASSOCIATE VICE PRESIDENT FOR FINANCE AND CONTROLLER, TAX DEPARTMENT AND THEN PROVIDED TO THE AUDIT COMMITTEE FOR APPROVAL. FINALLY, A COMPLETED COPY OF THE FORM IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING FORM 990 WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CCARNEGIE MELLON REQUIRES EACH TRUSTEE, OFFICER, AND MEMBER OF SENIOR MANAGEMENT TO DISCLOSE ANNUALLY THE EXISTENCE OF ANY CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST WITH THE INSTITUTION. THE PROCESS IS INITIATED EACH FISCAL YEAR BY THE OFFICE OF THE SECRETARY OF THE CORPORATION SENDING AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE TO THE ABOVE NOTED INDIVIDUALS. COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SECRETARY OF THE CORPORATION FOR EVALUATION OF ACTUAL OR PERCEIVED CONFLICTS BY THE INSTITUTION, REVIEWED BY THE OFFICE OF GENERAL COUNSEL, AND ANNUAL REPORTING IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ALL OFFICERS AND MEMBERS OF THE BOARD ARE REQUIRED TO DISCLOSE CONFLICTS TO THE SECRETARY OF THE CORPORATION AS THEY ARISE THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION COMMITTEE ANNUALLY REVIEWS AND RECOMMENDS TO THE EXECUTIVE COMMITTEE FOR APPROVAL THE PRESIDENT'S SALARY, COMPENSATION, AND BENEFIT PACKAGE (TOTAL COMPENSATION), AND REVIEWS AND APPROVES THE TOTAL COMPENSATION OF THE PROVOST, VICE PRESIDENTS, DEANS, OFFICERS AND KEY EMPLOYEES. THE COMMITTEE OBTAINS APPROPRIATE ANALYSES AND STUDIES PREPARED BY THE ADMINISTRATION AND INDEPENDENT EXTERNAL SOURCES WITH RESPECT TO COMPENSATION FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS TO AID IN EVALUATING COMPENSATION AND BENEFIT PLAN LEVELS, PRACTICES AND STRATEGIES TO ENSURE THAT THE UNIVERSITY'S COMPENSATION LEVELS AND PRACTICES ARE COMPARABLE TO SIMILAR ORGANIZATIONS AND APPROPRIATE TO ATTRACT, OBTAIN AND RETAIN QUALIFIED PERSONNEL. THIS INCLUDES REVIEWING SURVEY DATA FOR SIMILAR POSITIONS AMONG A SELECT GROUP OF PEER INSTITUTIONS. THE COMMITTEE SUBMITS ITS RECOMMENDATIONS FOR THE PRESIDENT'S TOTAL COMPENSATION PACKAGE TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE RECEIVES AN ANNUAL REPORT FROM THE UNIVERSITY'S COMPENSATION COMMITTEE INCLUDING SIGNIFICANT COMPENSATION AND BENEFIT PLAN POLICY CHANGES. IT REPORTS TO THE FULL BOARD ON THIS AND THE COMPETITIVENESS OF THE UNIVERSITY'S COMPENSATION LEVELS AND BENEFIT PLANS IN RELATION TO PEER INSTITUTIONS.
FORM 990, PART VI, SECTION C, LINE 19CARNEGIE MELLON'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. THE DOCUMENTS ARE AVAILABLE UPON REQUEST OR CAN BE OBTAINED BY VISITING THE WEBSITE AT WWW.CMU.EDU.
FORM 990, PART VII, SECTION A, LINE 1A:THE BOARD OF TRUSTEES MAY GRANT THE STATUS OF EMERITUS TRUSTEE TO THOSE MEMBERS WHO HAVE MADE DISTINGUISHED CONTRIBUTIONS TO THE UNIVERSITY AND WHO HAVE ATTAINED AT LEAST AGE 60 OR A MAXIMUM OF AGE 75. THE BOARD OF TRUSTEES MAY, AT ANY TIME OR FROM TIME TO TIME CHANGE THE AGE AT WHICH TRUSTEES MUST BE GRANTED EMERITUS/A STATUS, OR RESIGN FROM THE BOARD. EMERITUS/A TRUSTEES SHALL BE WELCOME AT ALL FULL BOARD MEETINGS; ALL MEETINGS OF THE ADVANCEMENT, EDUCATIONAL AFFAIRS AND ENROLLMENT, AND RESEARCH, INNOVATION AND ENTREPRENEURSHIP COMMITTEES OF THE BOARD OF TRUSTEES; SHALL RECEIVE ALL NOTICES, MINUTES AND REPORTS OF SAID MEETINGS, SHALL BE FREE TO PARTICIPATE IN DISCUSSIONS, BUT SHALL BE WITHOUT A VOTE ON ANY MATTER. EMERITUS TRUSTEES SHALL BE WELCOME AT ALL BOARD AND UNIVERSITY EVENTS. THE FOLLOWING INDIVIDUALS WERE EMERITUS TRUSTEES OF CARNEGIE MELLON'S BOARD OF TRUSTEES: JOHN BERTUCCI, CAROL R. BROWN, ROBERT M. BROWN III, ERIC COOPER, ERROLL B. DAVIS, JR., W. LOGAN DICKERSON, PHILIP L. DOWD, DINA DUBLON, WILLIAM B. ELLIS, CYNTHIA FRIEDMAN, CLAIRE W. GARGALLI, RICHARD D. HAMILTON, TERESA HEINZ, T. JEROME HOLLERAN, W. LEE HOSKINS, PATRICIA ASKWITH KENNER, DAVID M. KIRR, EDWARD E. LUCENTE, THOMAS A. MCCONOMY, JACK E. MCGRATH, REGINA GOUGER MILLER, ALESSANDRO OVI, E. KEARS POLLOCK, CHARLES J. QUEENAN, JR. ESQ, JOYCE B. SCOTT, DAVID S. SHAPIRA, AJIT SHETTY, RAYMOND W. SMITH, W. LOWELL STEINBRENNER, DONALD E. STITZENBERG, MARY ANN ULISHNEY.
FORM 990, PART VII, SECTION A, COLUMN B:FOR EACH PERSON LISTED IN COLUMN A WHO IS AN EMPLOYEE OF CARNEGIE MELLON UNIVERSITY, THE AVERAGE NUMBER OF HOURS PER WEEK STATED IS 50 HOURS PER WEEK; HOWEVER, THE ACTUAL NUMBER OF HOURS WORKED VARIES BETWEEN 50-80 HOURS PER WEEK.
FORM 990, PART XI, LINE 9:LAMME UNREALIZED GAINS/LOSS 30,292. CHANGE IN SWAP VALUE NET OF INTEREST EXPENSE & OTHER 5,629,313. GAIN FROM ADJUSTMENTS OF PLEDGES RECEIVABLE 54,842. NET GAIN FROM FUNDRAISING EVENTS -16,326.
FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING:CARNEGIE MELLON HAS AN AUDIT COMMITTEE OF THE BOARD OF TRUSTEES THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF A CERTIFIED INDEPENDENT ACCOUNTING FIRM THAT AUDITS THE FINANCIAL STATEMENTS. CARNEGIE MELLON'S FINANCIAL STATEMENTS ARE CONSOLIDATED. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CM SPE LLC
5000 FORBES AVENUEPITTSBURGHPA15213250969449LEASEHOLDERPA$0$282,131CARNEGIE MELLON UNIVERSITY
READING RACER HOLDINGS LLC
5000 FORBES AVENUEPITTSBURGHPA15213862828371HOLDING COMPANYPA$0$0CARNEGIE MELLON UNIVERSITY

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
BENJAMIN GARVER LAMME SCHOLARSHIP FUND
5000 FORBES AVENUEPITTSBURGHPA15213256030362FELLOWSHIP FUNDPA501(C)(3)509(A)(3)CARNEGIE MELLON UNIVERSITYYes (1)
JACK G BUNCHER CHARITABLE FUND FOR CARNEGIE MELLON UNIVERSITY
5000 FORBES AVENUEPITTSBURGHPA15213204393107GRANT FUNDPA501(C)(3)509(A)(3)CARNEGIE MELLON UNIVERSITY0
MPC CORPORATION
5000 FORBES AVENUEPITTSBURGHPA15213251128244RESEARCH AND DEVELOPMENTPA501(C)(3)509(A)(3)0N/A
THE DIETRICH FOUNDATION
600 GRANT STREET SUITE 5360PITTSBURGHPA15219364711746PHILANTHROPYPA501(C)(3)509(A)(3)0N/A
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
4501 LYTLE STREET MILL 19A STE 200PITTSBURGHPA152071892812812384RESEARCH AND DEVELOPMENTPA501(C)(3)509(A)(3)CARNEGIE MELLON UNIVERSITYYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctDirect Controlling NADirectControllingNACd
CARNEGIE INNOVATIONS LLC
2405 WILLOW OAK DRIVEALLISON PARKPA15101455177927EDUCATIONPACARNEGIE MELLON UNIVERSITYRELATED-$95,305-$6,511,7090Yes (1)0.90000
ICARNEGIE GLOBAL LEARNING LLC
210 SIXTH AVENUE SUITE 3570PITTSBURGHPA15222383887172EDUCATIONPA00N/A
CL ACQUISITION LLC
5000 FORBES AVENUEPITTSBURGHPA15213NO ACTIVITYPA00N/A
SYSTEMIQ LLC
5000 FORBES AVENUEPITTSBURGHPA15213352506818NO ACTIVITYPA00N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of Total IncomeShareOfTotalIncomeAmt
ICARNEGIE INC
2405 WILLOW OAK DRIVEALLISON PARKPA15101010625769EDUCATIONPACARNEGIE MELLON UNIVERSITYC$5,8351.00000Yes (1)
ICARNEGIE INTERNATIONAL LTD
EDUCATIONCARNEGIE MELLON UNIVERSITYC1.00000Yes (1)C/O APPLEBY CANONS COURT 22 VICTPO BOX HMHAMILTON HMEXBDBD
IRREVOCABLE ESTATE (1)
TRUSTFLT$408,0221.000000
PERPETUAL TRUST (5)
TRUSTPAT$3,979,8081.000000
REVOCABLE TRUST (1)
TRUSTPAT$23,417,7261.000000$738,405
CHARITABLE REMAINDER TRUST (1)
TRUSTPAT1.000000$95,764
CHARITABLE LEAD TRUST (1)
TRUSTPAT$51,6211.000000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BENJAMIN GARVER LAMME SCHOLARSHIP FUND
C$79,429CASH
JACK G BUNCHER CHARITABLE BUNCHER FUND
C$1,276,000CASH
MPC CORPORATION
C$707,027CASH
THE DIETRICH FOUNDATION
C$27,703,006CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
Q$191,254CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
A$896,476CASH
ADVANCED ROBOTICS FOR MANUFACTURING INSTITUTE
C$172,946CASH

Affiliated Group Schedule AffiliatedGroupSchedule

Affiliated Schedule AffiliatedScheduleGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINTotal Grassroots LobbyTotalGrassrootsLobbyAmtTotal Direct LobbyTotalDirectLobbyAmtTotal Lobby ExpenditureTotalLobbyExpenditureAmtOther Exempt Purpose ExpendOtherExemptPurposeExpendAmtTotal Exempt Purpose ExpendTotalExemptPurposeExpendAmtLobby NontxLobbyNontxAmtGrassroots NontxGrassrootsNontxAmtTotal Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmtTot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmtShare Excess Lobby ExpendShareExcessLobbyExpendAmt
JACK G BUNCHER CHARITABLE FUND FOR CMU
5000 FORBES AVENUEPITTSBURGHPA15213204393107$0$0$0$1,276,000$1,276,000$202,600$50,650$0$0$0
BENJAMIN GARVER LAMME SCHOLARSHIP FUND
5000 FORBES AVENUEPITTSBURGHPA15213256030362$0$0$0$59$59$12$3$0$0$0