Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015
BCheck if applicable:
CName of organization
CARNEGIE MELLON UNIVERSITY
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
5000 FORBES AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15213
D Employer identification number

25-0969449
E Telephone number

G Gross receipts $ 2,344,251,976
F Name and address of principal officer:
DR SUBRA SURESH
5000 FORBES AVENUE
PITTSBURGH,PA15213
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CMU.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1900
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: HIGHER EDUCATION AND RESEARCH.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 67
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 61
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 13,643
6 Total number of volunteers (estimate if necessary) ............. 6 66
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,038,563
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -1,230,034
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 499,287,173 508,112,330
9 Program service revenue (Part VIII, line 2g) ......... 681,228,946 714,050,010
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 85,148,333 113,924,593
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,092,102 9,597,307
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,272,756,554 1,345,684,240
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 164,736,686 165,926,766
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 666,972,833 682,025,902
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 392,647 447,813
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet17,446,849    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 320,310,618 325,695,737
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,152,412,784 1,174,096,218
19 Revenue less expenses. Subtract line 18 from line 12....... 120,343,770 171,588,022
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,849,099,580 3,042,995,825
21 Total liabilities (Part X, line 26)............. 784,561,669 810,351,770
22 Net assets or fund balances. Subtract line 21 from line 20..... 2,064,537,911 2,232,644,055
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO CREATE AND DISSEMINATE KNOWLEDGE AND ART THROUGH RESEARCH AND CREATIVE INQUIRY, TEACHING, AND LEARNING AND TO TRANSFER OUR INTELLECTUAL AND ARTISTIC PRODUCT TO ENHANCE SOCIETY IN MEANINGFUL AND SUSTAINABLE WAYS.TO SERVE OUR STUDENTS BY TEACHING THEM PROBLEM SOLVING, LEADERSHIP AND TEAMWORK SKILLS, AND THE VALUE OF COMMITMENT TO QUALITY, ETHICAL BEHAVIOR, AND RESPECT FOR OTHERS.TO ACHIEVE THESE ENDS BY PURSUING THE ADVANTAGES OF A DIVERSE AND RELATIVELY SMALL UNIVERSITY COMMUNITY, OPEN TO THE EXCHANGE OF IDEAS WHERE DISCOVERY, CREATIVITY, AND PERSONAL AND PROFESSIONAL DEVELOPMENT FLOURISH.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 603,122,771 including grants of $ 135,402,645 ) (Revenue $ 637,879,306 )
INSTRUCTION: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 13,000 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 AROUND THE WORLD, INCLUDING AUSTRALIA, JAPAN, PORTUGAL, RWANDA AND CHINA.NATIONALLY AND GLOBALLY, CARNEGIE MELLON HAS BECOME A MAJOR VOICE OF CONNECTIVITY IN TECHNOLOGY, EXPANSION OF EDUCATIONAL OPPORTUNITY AND ECONOMIC DEVELOPMENT.
4b (Code:   ) (Expenses $ 336,792,364 including grants of $ 30,524,121 ) (Revenue $ 0 )
RESEARCH: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.
4c (Code:   ) (Expenses $ 99,125,849 including grants of $ 0 ) (Revenue $ 61,165,078 )
AUXILIARY SERVICES:SERVICES TO SUPPORT THE INSTRUCTION AND RESEARCH FUNCTIONS OF THE UNIVERSITY. THESE SERVICES INCLUDE HOUSING, DINING SERVICES, PARKING, BOOKSTORE, PRINTING, TELECOMMUNICATIONS, AND OTHER SERVICES RELATED TO THE DELIVERY OF EDUCATION.
(Code:   ) (Expenses $ 18,653,281 including grants of $ 0 ) (Revenue $ 15,005,626 )
OTHER 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.
4d Other program services (Describe in Schedule O.)
(Expenses $ 18,653,281 including grants of $ 0 ) (Revenue $ 15,005,626 )
4e Total program service expensesMediumBullet1,057,694,265
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment....
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) .... Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I.... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
19,341
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
13,643
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletAS , GM , QA , RW
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
67
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
61
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletELIZABETH MILAVEC

5000 FORBES AVENUE
PITTSBURGH,PA15213 (412) 268-5904
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JOEL P ADAMS........................................................................
LIFE TRUSTEE
 3.00
.......................1.00 		X           0 0 0
(2) JOHN R BERTUCCI........................................................................
LIFE TRUSTEE
 2.00
.......................2.00 		X           0 0 0
(3) FRANK BRUNCKHORST........................................................................
LIFE TRUSTEE
 4.00
.......................0.00 		X           0 0 0
(4) ERROLL B DAVIS JR........................................................................
LIFE TRUSTEE
 0.50
.......................0.00 		X           0 0 0
(5) LINDA A DICKERSON........................................................................
LIFE TRUSTEE
 0.50
.......................0.00 		X           0 0 0
(6) PHILIP L DOWD........................................................................
LIFE TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(7) FRANCISCO B D'SOUZA........................................................................
LIFE TRUSTEE
 4.00
.......................0.00 		X           0 0 0
(8) DINA DUBLON........................................................................
LIFE TRUSTEE
 1.50
.......................0.00 		X           0 0 0
(9) HOWARD L ELLIN........................................................................
LIFE TRUSTEE
 5.00
.......................0.00 		X           0 0 0
(10) EDWARD H FRANK........................................................................
LIFE TRUSTEE
 2.00
.......................0.00 		X           0 0 0
(11) YOSHIAKI FUJIMORI........................................................................
LIFE TRUSTEE
 0.50
.......................0.70 		X           0 0 0
(12) IRA J GUMBERG........................................................................
LIFE TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(13) TORRENCE M HUNT JR........................................................................
LIFE TRUSTEE
 2.00
.......................0.00 		X           0 0 0
(14) LARRY E JENNINGS JR........................................................................
LIFE TRUSTEE
 0.50
.......................0.00 		X           0 0 0
(15) TOD S JOHNSON........................................................................
LIFE TRUSTEE
 0.50
.......................0.00 		X           0 0 0
(16) BRUCE M MCWILLIAMS........................................................................
LIFE TRUSTEE
 1.00
.......................1.00 		X           0 0 0
(17) AMBAR PAUL........................................................................
LIFE TRUSTEE
 0.80
.......................0.00 		X           0 0 0
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JONATHAN M ROTHBERG........................................................................
LIFE TRUSTEE
 1.00
.......................0.00 		X           0 0 0
(19) DAVID S SHAPIRA........................................................................
LIFE TRUSTEE
 2.00
.......................0.50 		X           0 0 0
(20) J LEA HILLMAN SIMONDS........................................................................
LIFE TRUSTEE
 1.50
.......................0.00 		X           0 0 0
(21) MANOJ P SINGH........................................................................
LIFE TRUSTEE
 2.00
.......................0.00 		X           0 0 0
(22) JAMES C STALDER........................................................................
LIFE TRUSTEE
 4.00
.......................0.00 		X           0 0 0
(23) DONALD E STITZENBERG........................................................................
LIFE TRUSTEE
 2.00
.......................0.00 		X           0 0 0
(24) DAVID A TEPPER........................................................................
LIFE TRUSTEE
 3.00
.......................0.00 		X           0 0 0
(25) MARY ANN ULISHNEY........................................................................
LIFE TRUSTEE
 1.60
.......................0.00 		X           0 0 0
(26) SUNIL WADHWANI........................................................................
LIFE TRUSTEE
 1.50
.......................0.00 		X           0 0 0
(27) PAULA KAUFFMAN WAGNER........................................................................
LIFE TRUSTEE
 1.50
.......................0.00 		X           0 0 0
(28) LUIS H BALL........................................................................
TERM TRUSTEE 2015
 0.50
.......................0.00 		X           0 0 0
(29) EVAN S FRAZIER........................................................................
TERM TRUSTEE 2015
 1.00
.......................1.00 		X           0 0 0
(30) OSCAR HARRIS JR........................................................................
TERM TRUSTEE 2015
 2.00
.......................0.00 		X           0 0 0
(31) ERREN LESTER........................................................................
TERM TRUSTEE 2015
 1.00
.......................0.00 		X           0 0 0
(32) J MICHAEL MCQUADE........................................................................
TERM TRUSTEE 2015
 0.50
.......................0.00 		X           0 0 0
(33) ANNE M MOLLOY........................................................................
TERM TRUSTEE 2015
 1.30
.......................0.00 		X           0 0 0
(34) DAVID L PORGES........................................................................
TERM TRUSTEE 2015
 1.00
.......................0.00 		X           0 0 0
(35) LUKE SKURMAN........................................................................
TERM TRUSTEE 2015
 10.00
.......................1.00 		X           0 0 0
(36) ROHET TOLANI........................................................................
TERM TRUSTEE 2015
 0.10
.......................0.00 		X           0 0 0
(37) CAROL A WILLIAMS........................................................................
TERM TRUSTEE 2015
 0.70
.......................0.00 		X           0 0 0
(38) KUSHAGRA BAJAJ........................................................................
TERM TRUSTEE 2016
 0.50
.......................0.00 		X           0 0 0
(39) RONALD BIANCHINI........................................................................
TERM TRUSTEE 2016
 1.00
.......................0.00 		X           0 0 0
(40) ARISTIDES S CANDRIS........................................................................
TERM TRUSTEE 2016
 4.00
.......................10.00 		X           0 0 0
(41) ERIC COOPER........................................................................
TERM TRUSTEE 2016
 1.00
.......................0.00 		X           0 0 0
(42) DAVID COULTER........................................................................
TERM TRUSTEE 2016
 2.00
.......................0.00 		X           0 0 0
(43) RUSSELL CROCKETT........................................................................
TERM TRUSTEE 2016
 2.00
.......................2.00 		X           0 0 0
(44) DIRK GATES........................................................................
TERM TRUSTEE 2016
 1.30
.......................0.00 		X           0 0 0
(45) ERIC GILER........................................................................
TERM TRUSTEE 2016
 5.00
.......................0.00 		X           0 0 0
(46) EDWARD GREFENSTETTE........................................................................
TERM TRUSTEE 2016
 1.00
.......................40.00 		X           0 677,938 461,221
(47) JEFFREY HOUSENBOLD........................................................................
TERM TRUSTEE 2016
 1.00
.......................0.00 		X           0 0 0
(48) MANU NARAYAN........................................................................
TERM TRUSTEE 2016
 1.00
.......................1.00 		X           0 0 0
(49) JOHN ANDERSON........................................................................
TERM TRUSTEE 2017
 0.50
.......................0.00 		X           0 0 0
(50) KEITH BLOCK........................................................................
TERM TRUSTEE 2017
 1.00
.......................0.00 		X           0 0 0
(51) JEANNE CUNICELLI........................................................................
TERM TRUSTEE 2017
 1.00
.......................0.00 		X           0 0 0
(52) JAMES GIANOPULOS........................................................................
TERM TRUSTEE 2017
 0.30
.......................0.50 		X           0 0 0
(53) DAVID MCCORMICK........................................................................
TERM TRUSTEE 2017
 2.00
.......................0.00 		X           0 0 0
(54) WILLIAM L MEANEY........................................................................
TERM TRUSTEE 2017
 1.00
.......................0.00 		X           0 0 0
(55) ROY SHANKER........................................................................
TERM TRUSTEE 2017
 1.00
.......................0.00 		X           0 0 0
(56) AJIT SHETTY........................................................................
TERM TRUSTEE 2017
 1.50
.......................0.00 		X           0 0 0
(57) LIP-BU TAN........................................................................
TERM TRUSTEE 2017
 1.00
.......................0.00 		X           0 0 0
(58) THOMAS TULL........................................................................
TERM TRUSTEE 2017
 0.50
.......................0.00 		X           0 0 0
(59) BRUCE KRAUS........................................................................
EX-OFFICIO TRUSTEE
 0.50
.......................0.00 		X           0 0 0
(60) MAYOR WILLIAM PEDUTO........................................................................
EX-OFFICIO TRUSTEE
 0.10
.......................0.00 		X           0 0 0
(61) SCOTT SANDAGE........................................................................
EX-OFFICIO TRUSTEE/CHAIR O
 40.00
.......................0.00 		X           82,462 0 17,002
(62) KRISTEN KURLAND........................................................................
EX-OFFICIO TRUSTEE
 40.00
.......................0.00 		X           155,356 0 10,774
(63) REBECCA ALLISON........................................................................
EX-OFFICIO TRUSTEE
 0.50
.......................0.00 		X           0 0 0
(64) RAYMOND J LANE........................................................................
CHAIRMAN/LIFE TRUSTEE
 1.10
.......................0.00 		X   X       0 0 0
(65) E KEARS POLLOCK........................................................................
VICE CHAIRMAN/LIFE TRUSTEE
 2.00
.......................0.00 		X   X       0 0 0
(66) JAMES E ROHR........................................................................
VICE CHAIRMAN/LIFE TRUSTEE
 8.00
.......................10.00 		X   X       0 15,000 0
(67) SUBRA SURESH........................................................................
PRESIDENT/EX-OFFICIO TRUSTEE
 40.00
.......................2.00 		X   X       848,300 7,500 190,340
(68) MARY JO DIVELY........................................................................
VP/GENERAL COUNSEL
 40.00
.......................2.00 		    X       434,110 0 41,266
(69) AMIR RAHNAMAY-AZAR........................................................................
V.P. OF FINANCE/CFO
 40.00
.......................0.10 		    X       408,598 0 42,395
(70) ELIZABETH A MILAVEC........................................................................
ASST. TREASURER/AVP FINANCE
 40.00
.......................2.00 		    X       235,396 0 37,652
(71) JAY S CALHOUN........................................................................
TREASURER
 40.00
.......................0.00 		    X       216,679 0 63,304
(72) CHERYL M HAYS........................................................................
SECRETARY
 40.00
.......................0.00 		    X       284,543 0 30,093
(73) FARNAM JAHANIAN........................................................................
VP OF RESEARCH
 40.00
.......................5.00 		    X       189,217 0 16,558
(74) KAREN T KHAN........................................................................
ASSISTANT SECRETARY
 40.00
.......................0.00 		    X       98,920 0 17,363
(75) NATHAN URBAN........................................................................
INTERIM PROVOST
 40.00
.......................0.10 		    X       286,946 0 36,530
(76) JOHN LEHOCZKY........................................................................
INTERIM EXECUTIVE VP
 40.00
.......................10.00 		    X       395,319 0 36,140
(77) MICHAEL C MURPHY........................................................................
VP FOR CAMPUS AFFAIRS
 40.00
.......................0.00 		    X       413,690 0 36,260
(78) PAMELA EAGER........................................................................
INTERIM VP FOR U.A.(START 11/14)
 40.00
.......................0.00 		    X       228,718 0 40,693
(79) ROBBEE B KOSAK........................................................................
VP FOR U.A.(EXIT 11/14)
 40.00
.......................0.00 		    X       474,805 0 36,850
(80) CHARLES A KENNEDY........................................................................
CHIEF INVESTMENT OFFICER
 40.00
.......................15.00 		    X       416,810 0 131,677
(81) ANDREW MOORE........................................................................
DEAN, SCHOOL OF COMPUTER(START 8/14)
 40.00
.......................1.00 		      X     192,970 0 20,230
(82) PAUL D NIELSEN........................................................................
CEO/DIRECTOR SEI
 40.00
.......................0.00 		      X     528,141 0 26,076
(83) JAMES H GARRETT........................................................................
DEAN, CARNEGIE INSTITUTE
 40.00
.......................0.00 		      X     359,278 0 38,283
(84) MARK S KAMLET........................................................................
UNIV. PROF. OF ECON. & PUBLIC POLICY
 40.00
.......................0.00 		        X   820,438 0 40,481
(85) ILKER BAYBARS........................................................................
DEAN/ QATAR CAMPUS
 40.00
.......................0.00 		        X   1,197,510 0 55,267
(86) RICHARD MUNDY........................................................................
CHIEF OPERATING OFFICER-QA
 40.00
.......................0.00 		        X   575,604 0 71,236
(87) ROBERT DAMMON........................................................................
DEAN/ TEPPER SCHOOL OF BUSINESS
 40.00
.......................0.00 		        X   529,557 0 35,193
(88) TRIDAS MUKHOPADHYAY........................................................................
DELOITTE CONSULTING PROFESSOR
 40.00
.......................0.00 		        X   596,068 0 78,901
(89) JARED L COHON........................................................................
FORMER OFFICER/TRUSTEE
 40.00
.......................0.00 		          X 436,566 7,500 44,202
(90) RANDAL E BRYANT........................................................................
FORMER KE
 5.00
.......................0.00 		          X 337,461 0 39,888
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 10,743,462 707,938 1,695,875
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1,267
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
JENDOCO CONSTRUCTION CORP

2000 LINCOLN RD
PITTSBURGH,PA15235 		CONSTRUCTION 21,802,794
CULINART INC

175 SUNNYSIDE BLVD
PLAINVIEW,NY11803 		DINING SERVICES 11,806,658
ISS FACILITY SERVICES INC

1019 CENTRAL PKWY STE 100
SAN ANTONIO,TX78232 		CLEANING SERVICES 6,639,394
ACCENTURE LLP

161 N CLARK ST
CHICAGO,IL60601 		CONSULTING 4,411,354
TURNER CONSTRUCTION

1133PENN AVE
PITTSBURGH,PA15222 		CONSTRUCTION 4,126,112
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet152
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 543,654
d Related organizations...1d 5,246,324
e Government grants (contributions)1e 333,697,292
f All other contributions, gifts, grants, and
similar amounts not included above1f 		168,625,060
g Noncash contributions included in lines
1a-1f:$ 		30,805,006
h Total. Add lines 1a-1f.......MediumBullet 508,112,330
Program Service RevenueAmt Business Code
2a TUITION 900099 637,879,306 637,879,306    
b AUXILIARY SERVICES 611710 61,165,078 60,579,955 585,123  
c OTHER PROGRAM SERVICES 900099 15,005,626 15,005,626    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 714,050,010
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 20,358,671   955,390 19,403,281
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 5,538,391     5,538,391
(i) Real (ii) Personal
6a Gross rents 1,211,143 14,505
b Less: rental expenses 521,080 0
c Rental income or (loss) 690,063 14,505
d Net rental income or (loss).......MediumBullet 704,568   47,845 656,723
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 1,079,060,418 9,174,134
b Less: cost or other basis and sales expenses 994,372,501 296,129
c Gain or (loss) 84,687,917 8,878,005
d Net gain or (loss)..........MediumBullet 93,565,922     93,565,922
8a Gross income from fundraising events (not including
$ 543,654
of contributions reported on line 1c). See Part IV, line 18 ..
a 120,150
b Less: direct expenses ...b 306,265
c Net income or (loss) from fundraising events..MediumBullet -186,115   -186,115
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a 6,612,224
b Less: cost of goods sold ..b 3,071,761
c Net income or (loss) from sales of inventory..MediumBullet 3,540,463   450,205 3,090,258
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 1,345,684,240 713,464,887 2,038,563 122,068,460
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 30,524,121 30,524,121
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 125,369,075 125,369,075
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 10,033,570 10,033,570
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 7,998,055 1,236,392 5,604,333 1,157,330
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 1,890,869 323,450 1,567,419  
7 Other salaries and wages .... 548,632,270 503,652,377 35,294,211 9,685,682
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 33,511,727 28,333,971 4,426,764 750,992
9 Other employee benefits ....... 60,321,200 55,539,208 3,273,326 1,508,666
10 Payroll taxes ........... 29,671,781 24,836,870 4,146,027 688,884
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 4,911,899 2,497,743 2,404,400 9,756
c Accounting ........... 1,860,990 102,613 1,758,377  
d Lobbying ........... 491,648 491,648    
e Professional fundraising services. See Part IV, line 17 447,813 447,813
f Investment management fees ...... 4,472,379   4,472,379  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 26,744,300 16,961,372 9,129,665 653,263
12 Advertising and promotion .... 2,815,044 1,943,683 852,990 18,371
13 Office expenses ....... 23,564,341 20,211,354 2,994,839 358,148
14 Information technology ...... 22,763,131 19,454,168 2,943,605 365,358
15 Royalties .. 1,233,679 1,233,679    
16 Occupancy ........... 53,127,026 46,721,207 6,404,308 1,511
17 Travel ............ 31,785,465 26,570,964 4,141,210 1,073,291
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 11,979,315 10,784,806 950,759 243,750
20 Interest ........... 9,755,468 9,434,370 321,098  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 57,019,390 53,882,968 3,136,422  
23 Insurance .............. 2,296,157 1,989,472 306,685  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MISCELLANEOUS 34,430,563 33,097,787 932,613 400,163
b FOOD SERVICE OPERATIONS 18,114,626 18,014,926 99,700  
c INFORMATION RESOURCES 8,947,348 8,764,670 111,800 70,878
d NON-CAPITAL EQUIPMENT 7,228,104 3,543,891 3,682,174 2,039
e All other expenses 2,154,864 2,143,910   10,954
25 Total functional expenses. Add lines 1 through 24e 1,174,096,218 1,057,694,265 98,955,104 17,446,849
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 51,166 1 48,187
2 Savings and temporary cash investments ......... 86,067,527 2 182,754,928
3 Pledges and grants receivable, net ........... 133,941,954 3 125,161,805
4 Accounts receivable, net ............. 42,302,011 4 39,679,514
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 9,295,012 7 9,372,929
8 Inventories for sale or use .............. 2,412,484 8 2,509,468
9 Prepaid expenses and deferred charges .......... 14,235,925 9 15,450,375
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,472,864,598
b Less: accumulated depreciation ..... 10b 725,451,062 708,268,234 10c 747,413,536
11 Investments—publicly traded securities .......... 970,379,614 11 983,367,391
12 Investments—other securities. See Part IV, line 11 ..... 802,206,566 12 869,034,436
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 79,939,087 15 68,203,256
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 2,849,099,580 16 3,042,995,825
Liabilities 17 Accounts payable and accrued expenses ......... 109,551,255 17 127,788,495
18 Grants payable .................   18  
19 Deferred revenue ................ 100,604,809 19 110,822,073
20 Tax-exempt bond liabilities ............. 473,839,168 20 444,704,523
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .... 26,387,481 24 48,793,127
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 74,178,956 25 78,243,552
26 Total liabilities. Add lines 17 through 25......... 784,561,669 26 810,351,770
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 814,638,853 27 870,146,288
28 Temporarily restricted net assets ........... 643,596,900 28 699,814,136
29 Permanently restricted net assets ........... 606,302,158 29 662,683,631
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 2,064,537,911 33 2,232,644,055
34 Total liabilities and net assets/fund balances ........ 2,849,099,580 34 3,042,995,825
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,345,684,240
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,174,096,218
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
171,588,022
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
2,064,537,911
5
Net unrealized gains (losses) on investments ...............
5
5,938,020
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-9,419,898
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
2,232,644,055
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 448,426,750 515,160,121 519,400,189 504,994,253 508,112,330 2,496,093,643
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 448,426,750 515,160,121 519,400,189 504,994,253 508,112,330 2,496,093,643
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4. 2,496,093,643
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 448,426,750 515,160,121 519,400,189 504,994,253 508,112,330 2,496,093,643
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 24,509,759 28,186,745 25,785,689 20,770,582 27,122,710 126,375,485
9 Net income from unrelated business activities, whether or not the business is regularly carried on..     1,770,890     1,770,890
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support Add lines 7 through 10. 2,624,240,018
12
12
3,234,653,055
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
95.120 %
15
15
94.690 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
CARNEGIE MELLON UNIVERSITY
  		Employer identification number

25-0969449
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
CARNEGIE MELLON UNIVERSITY
  		Employer identification number

25-0969449
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
CARNEGIE MELLON UNIVERSITY
  		Employer identification number

25-0969449
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).Click to see attachment
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 491,648 491,648
c Total lobbying expenditures (add lines 1a and 1b) ................... 491,648 491,648
d Other exempt purpose expenditures ........................ 1,173,604,570 1,174,104,656
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 1,174,096,218 1,174,596,304
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 1,000,000
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0 0
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0 0
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 425,831 454,992 465,342 491,648 1,837,813
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2014

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $ 180,000
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $ 4,851,167
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,249,218,977 1,074,468,210 985,941,144 1,016,165,364 814,125,852
b Contributions ........ 54,373,142 35,015,698 38,204,270 21,673,502 31,589,202
c Net investment earnings, gains, and losses 87,372,305 189,493,030 96,048,173 -5,097,016 221,701,643
d Grants or scholarships ..... 12,834,311 10,989,003 10,321,487 10,587,113 11,613,363
e Other expenditures for facilities
and programs ........ 		39,323,039 37,261,560 33,981,202 34,925,046 38,194,929
f Administrative expenses .... 1,935,320 1,507,398 1,422,688 1,288,547 1,443,039
g End of year balance ...... 1,336,871,754 1,249,218,977 1,074,468,210 985,941,144 1,016,165,366
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet18.410 %
b
Permanent endowment SchDMd Bullet45.890 %
c
Temporarily restricted endowment SchDMd Bullet35.700 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   46,773,898 46,773,898
b Buildings ................   993,481,801 512,178,383 481,303,418
c Leasehold improvements ............   19,107,842 12,823,736 6,284,106
d Equipment ................   241,527,019 144,472,194 97,054,825
e Other .................   171,974,038 55,976,749 115,997,289
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 747,413,536
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) REAL ESTATE 		66,468,258 F

(B) VENTURE CAP. & PRIV. EQ 		324,277,090 F

(C) AGGRESSIVE, DISTRESSED & ARBITRAGE FIXED INCOME 		18,880,161 F

(D) NATURAL RESOURCES 		87,068,270 F

(E) HEDGE FUNDS 		224,726,221 F

(F) LOCAL REGION 		2,604,281 F

(G) EMERGING MARKET 		145,010,155 F


Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 869,034,436
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
CONTRACT RETENTIONS 5,103,566
GATE STUDENT LOAN PROGRAM 756,155
ASSET RETIREMENT OBLIGATION-FIN 47 5,049,531
FEDERAL LOAN PROGRAMS & STUDENT DEPOSITS 14,622,753
PRESENT VALUE OF ANNUITIES DUE 14,301,319
SWAP AGREEMENTS/CONTRACTS 34,881,182
FEDERAL, STATE, AND LOCAL TAXES PAYABLE 792,739
MISC. OTHER LIABILITIES 732,753
AGENCY FUNDING 60,258
PV ANNUITIES FOR PROPERTY ACQS 1,943,296
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 78,243,552
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 1,240,020,548
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 5,938,020
b Donated services and use of facilities ......... 2b 10,813,465
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 14,353,875
e Add lines 2a through 2d ..................... 2e 31,105,360
3 Subtract line 2e from line 1..................... 3 1,208,915,188
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 136,769,052
c Add lines 4a and 4b....................... 4c 136,769,052
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,345,684,240
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 1,078,388,164
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 10,813,465
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 26,898,300
e Add lines 2a through 2d...................... 2e 37,711,765
3 Subtract line 2e from line 1..................... 3 1,040,676,399
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 133,419,819
c Add lines 4a and 4b....................... 4c 133,419,819
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,174,096,218
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART III, LINE 4: WORKS OF FINE OR DECORATIVE ARTS ARE COLLECTED AND EXHIBITED BY CARNEGIE MELLON UNIVERSITY TO ENHANCE THE QUALITY OF LIFE ON CAMPUS, TO STIMULATE EDUCATION AND RESEARCH, AND TO PRESERVE SUCH WORKS FOR POSTERITY.
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 XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,071,761. SUBSIDIARY REVENUE 16,853,175. RENTAL EXPENSE 521,080. CHANGE IN SWAP VALUE NET OF INTEREST EXP -5,750,814. TRANSLATION ADJUSTMENT & OTHER -341,327.
PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 128,814,805. INVESTMENT MANAGER FEES 4,472,379. LOSS ON SALE OF ASSETS -211,006. GIFT-IN-KIND DONATIONS REVERSAL -74,526. UNCOLLECTIBLE PLEDGE WRITE OFFS 3,991,236. NET LOSS FROM FUNDRAISING EVENTS -186,115. LAMME DISTRIBUTION 55,188. MPC ACCRUAL -92,909.
PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,071,761. SUBSIDIARY EXPENSE 23,305,459. RENTAL EXPENSE 521,080.
PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 128,814,805. INVESTMENT MANAGER FEES 4,472,379. TRANSLATION ADJUSTMENT & OTHER 343,641. LOSS ON SALE OF ASSETS -211,006.
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.
PART X, LINE 2: ALTHOUGH THERE IS NO FOOTNOTE ON THE AUDITED FINANCIAL STATEMENTS REGARDING FIN 48 (ASC 740), CARNEGIE MELLON DOES PERFORM AN ANNUAL FIN 48 (ASC 740) REVIEW TO ANALYZE ALL TAX POSITIONS AS REQUIRED. FOR THE FISCAL YEAR ENDED JUNE 30, 2015, CARNEGIE MELLON HAS ASSESSED ALL UNCERTAIN TAX POSITIONS AND HAS DETERMINED THEM TO BE IMMATERIAL. THE UNIVERSITY'S STATEMENTS OF FINANCIAL POSITION DO NOT INCLUDE ANY LIABILITIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS.
Schedule D (Form 990) 2014

Additional Data


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SCHEDULE E(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Schools
Right pointing arrow large imageComplete if the organization answered "Yes" to Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Information about Schedule E (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047 2014Open to Public Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? ......................
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? ......................................
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. .............................
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? ..........
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? ...............................................
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? ...........................
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? ..............
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? .....................................
5a
 
No
b
Admissions policies? .........................................
5b
 
No
c
Employment of faculty or administrative staff? ..............................
5c
 
No
d
Scholarships or other financial assistance? ................................
5d
 
No
e
Educational policies? .........................................
5e
 
No
f
Use of facilities? ...........................................
5f
 
No
g
Athletic programs? ..........................................
5g
 
No
h
Other extracurricular activities? .....................................
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? ...........
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? ...................
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II.
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) (2014)
Schedule E (Form 990 or 990EZ) (2014)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide any other additional information (see instructions).
Return Reference Explanation
SCHEDULE E, PART I, LINE 3 THE 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.
SCHEDULE E, PART I, LINE 6 MONETARY GRANTS WERE RECEIVED FROM FEDERAL AND STATE AGENCIES TO PROVIDE ASSISTANCE TO STUDENTS ATTENDING CARNEGIE MELLON UNIVERSITY.
Schedule E (Form 990 or 990-EZ) (2014)
Additional Data


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SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria
used to award the grants or assistance? ...........................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES 655,878
MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES/PROGRAM SUPPORT 103,742
SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES 1,044,483
MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES 6,957,367
EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES 900,952
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES 371,149
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION 22,696
EAST ASIA AND THE PACIFIC 2 49 PROGRAM SERVICES EDUCATION 7,226,059
EUROPE (INCLUDING ICELAND & GREENLAND) 1 3 PROGRAM SERVICES EDUCATION 3,534,758
MIDDLE EAST AND NORTH AFRICA 1 229 PROGRAM SERVICES EDUCATION 60,999,250
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 2 PROGRAM SERVICES EDUCATION 553,833
RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES EDUCATION 41,352
SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATION 202,352
SOUTH ASIA 0 1 PROGRAM SERVICES EDUCATION 330,664
SUB-SAHARAN AFRICA 1 45 PROGRAM SERVICES EDUCATION 4,273,750
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ICARNEGIE GLOBAL LEARNING ACTIVITY 178,533
RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES ICARNEGIE GLOBAL LEARNING ACTIVITY 9,552
SOUTH ASIA 0 0 PROGRAM SERVICES ICARNEGIE GLOBAL LEARNING ACTIVITY 2,500
SOUTH AMERICA 0 0 PROGRAM SERVICES ICARNEGIE GLOBAL LEARNING ACTIVITY 600
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CLEARMODEL LLC ACTIVITY 303,350
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CLEARMODEL LLC ACTIVITY 17,753
NORTH AMERICA 0 0 PROGRAM SERVICES ACROBATIQ LLC ACTIVITY 125,766
EAST ASIA AND THE PACIFIC 0 0 UNRELATED BUSINESS UBI EXPENSES 47,809
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PORTFOLIO INVESTMENTS   425,686,436
EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PORTFOLIO INVESTMENTS   20,111,309
SUB-SAHARAN AFRICA 0 0 PORTFOLIO INVESTMENTS   8,792,334
EAST ASIA AND THE PACIFIC 0 0 PORTFOLIO INVESTMENTS   3,129,476
  0 0      
3a Sub-total ..... 2 49 17,282,326
b Total from continuation sheets to Part I ... 3 280 528,341,377
c Totals (add lines 3a and 3b) 5 329 545,623,703
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (a)(c) Region (b)(d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE (INCLUDING ICELAND & GREENLAND) SUBCONTRACTS 655,878 CASH; ELECTRONIC FUND TRANSFER   N/A N/A
MIDDLE EAST AND NORTH AFRICA SUBCONTRACTS 103,742 CASH; ELECTRONIC FUND TRANSFER   N/A N/A
NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUBCONTRACTS 371,149 CASH; ELECTRONIC FUND TRANSFER   N/A N/A
SUB-SAHARAN AFRICA PROGRAM SUPPORT 5,000 CASH; ELECTRONIC FUND TRANSFER   N/A N/A
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
12
3
Enter total number of other organizations or entities .......................MediumBullet
2
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
STUDENT SCHOLARSHIPS EAST ASIA AND THE PACIFIC 19 900,952 CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT   N/A N/A
STUDENT SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 248 6,957,367 CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT   N/A N/A
STUDENT SCHOLARSHIPS SUB-SAHARAN AFRICA 37 1,039,483 CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT   N/A N/A
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
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, NON-ACADEMIC TALENTS AND ABILITIES, 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.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


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Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
RUFFALO CODY
65 KIRKWOOD N ROAD SW
 
CEDAR RAPIDS, IA52406 		TELEMARKETING SERVICES   No 683,550 432,996 250,554
 
GORDON GORDON
720 AMBERSON AVE
 
PITTSBURGH, PA15232 		PLANNED GIVING CONSULTING   No 0 14,817 -14,817
             
             
             
             
             
             
             
             
Total .................right arrow 683,550 447,813 235,737
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
PA
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

INTEGRATED INTELLIGENCE EVENT
(event type) 		(b) Event #2

N/A
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 663,804     663,804
2 Less: Contributions . . 543,654     543,654
3 Gross income (line 1
minus line 2) . . . 		120,150     120,150
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . . 56,704     56,704
7 Food and beverages . 171,969     171,969
8 Entertainment . . .        
9 Other direct expenses . 77,592     77,592
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 306,265
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -186,115
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number
25-0969449
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) 1 ST UP CHURCH OF CRAFTON HEIGHTS
50 STRATMORE AVE
PITTSBURGH,PA15205 		25-6003718 501(C)3) 15,030   N/A N/A PROGRAM SUPPORT
(2) ADANT TECHNOLOGIES
6601 KOLL CENTER PKWY STE 130
PLEASANTON,CA94566 		36-4751067   145,278   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(3) ALLEGHENY CONFERENCE ON COMMUNITY DEVELOPMENT
425 SIXTH AVE SUITE 1100
PITTSBURGH,PA15219 		25-0965213 501(C)(3) 34,000   N/A N/A PROGRAM SERVICE
(4) ALLEGHENY VALLEY SCHOOL DISTRICT
300 PEARL AVE
CHESWICK,PA15024 		25-6004061 115 33,839   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(5) ALLEGHENY-SINGER RESEARCH
2 ALLEGHENY CENTER 11TH FLOOR
PITTSBURGH,PA15212 		25-1320493 501(C)(3) 197,595   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(6) AMERICAN MIDDLE EAST INSTITUTE
5 VON LENT PL
PITTSBURGH,PA15232 		26-3562819 501(C)(3) 10,000   N/A N/A PROGRAM SUPPORT
(7) AMERICAN PRODUCTIVITY & QUALITY CENTER (APQC)
123 N POST OAK LN STE 300
HOUSTON,TX770247797 		74-2094629 501(C)(3) 204,564   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(8) ANITA BORG INSTITUTE FOR WOMEN & TECHNOLOGY
1501 PAGE MILL RD MS 1105
PALO ALTO,CA94304 		77-0480427 501(C)(3) 9,500   N/A N/A PROGRAM SERVICE
(9) ANTI PHISHING WORKING GROUP
38 RICE ST
CAMBRIDGE,MA02140 		71-0968853 501(C)(3) 6,000   N/A N/A PROGRAM SERVICE
(10) APPLIED COMPUTER SECURITY ASSOCIATES INC
2906 COVINGTON RD
SILVER SPRINGS,MD20910 		52-1575759   5,000   N/A N/A PROGRAM SUPPORT
(11) ARIZONA STATE UNIVERSITY
AWARD MANAGEMENT PO BOX 876011
TEMPE,AZ852876011 		86-0196696 115 71,038   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(12) ASTROBOTIC TECHNOLOGIES INC
2515 LIBERTY AVE
PITTSBURGH,PA15213 		26-2383764   52,500   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(13) BLUE GLACIER MANAGEMENT GROUP INC
2359 S QUEEN ST
ARLINGTON,VA22202 		65-1207527   624,307   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(14) BRIGHAM YOUNG UNIVERSITY
PO BOX 21128
PROVO,UT846021128 		87-0217280 501(C)(3) 83,388   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(15) CALIFORNIA INSTITUTE OF TECHNOLOGY
MAIL CODE 117-15 1200 E CALIFORNIA
BLVD
PASADENA,CA91125 		95-1643307 501(C)(3) 429,660   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(16) CARLOW UNIVERSITY
3333 5TH AVE
PITTSBURGH,PA15213 		25-0965438 501(C)(3) 11,655   N/A N/A PROGRAM SUPPORT
(17) CARNEGIE INSTITUTE
4400 FORBES AVE
PITTSBURGH,PA15213 		25-0965280 501(C)(3) 13,000   N/A N/A PROGRAM SERVICE
(18) CARNEGIE LEARNING INC
437 GRANT ST 20TH FL
PITTSBURGH,PA15219 		25-1805640   145,669   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(19) CATERPILLAR INC
LOCKBOX 93344
CHICAGO,IL60673 		37-0602744   30,000   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(20) CLIMATE CENTRAL INC
ONE PALMER SQUARE STE 330
PRINCETON,NJ08543 		26-1797336   10,915   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(21) COLORADO STATE UNIVERSITY
1681 CAMPUS DELIVERY
FORT COLLINS,CO80523 		84-6000545 501(C)(3) 52,330   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(22) COLUMBIA UNIVERSITY
SPONSORED PROJECTS FINANCE PO BOX
29789
NEW YORK,NY100879789 		13-5598093 501(C)(3) 134,167   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(23) CORNELL UNIVERSITY
SPONSORED FUNDS ACCOUNTING PO BOX
22
ITHACA,NY14851 		15-0532082 501(C)(3) 61,619   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(24) CYBERBALANCE LLC
5909 CLERMONT LANDING CT
BURKE,VA22015 		20-8692160   1,630,954   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(25) DELTA RISK LLC
OPERATIONS OFFICE 106 S ST MARYS ST
STE 428
SAN ANTONIO,TX78205 		41-2253196   3,793,731   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(26) DUKE UNIVERSITY
2200 W MAIN ST STE 300
DURHAM,NC27705 		56-0532129 501(C)(3) 151,751   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(27) DUQUESNE UNIVERSITY
600 FORBES AVE RM 204
PITTSBURGH,PA15282 		25-1035663 501(C)(3) 27,141   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(28) DYNAPOWER COMPANY LLC
85 MEADOWLAND DR
SOUTH BURLINGTON,VT05403 		38-1722297   28,525   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(29) EAST CATHOLIC SCHOOL
2001 ARDMORE BLVD
PITTSBURGH,PA15221 		45-5124195 501(C)(3) 5,400   N/A N/A PROGRAM SERVICE
(30) ELSEVIER INC
PO BOX 7247-8455
PHILADELPHIA,PA19170 		13-1958712   95,000   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(31) FLORIDA STATE UNIVERSITY
874 TRADITIONS WY
TALLAHASSEE,FL323064166 		59-1961248 501(C)(3) 5,185   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(32) FORALLSECURE INC
1732 WIGHTMAN ST
PITTSBURGH,PA15217 		45-4650663   3,053   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(33) GEORGE MASON UNIVERSITY
CASHIERS OFFICE MAILSTOP 2EI 4400
UNIVERSITY DRIVE
FAIRFAX,VA22030 		54-0836354 501(C)(3) 169,856   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(34) GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACE
ASHBURN,VA201474198 		53-0196584 501(C)(3) 131,830   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(35) GEORGIA TECH RESEARCH CORP
PO BOX 100117
ATLANTA,GA30384 		58-2374837 501(C)(3) 252,596   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(36) GORDON RESEARCH CONFERENCES
512 LIBERTY LN
WEST KINGSTON,RI02892 		26-0150662 501(C)(3) 9,900   N/A N/A PROGRAM SUPPORT
(37) HARVARD UNIVERSITY
1350 MASSACHUSETTS AVE 6TH FL
CAMBRIDGE,MA02138 		53-0199180 501(C)(3) 10,359   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(38) HILLEL JEWISH UNIVERSITY CENTER
4607 FORBES AVE
PITTSBURGH,PA15213 		25-6065236 501(C)(3) 5,000   N/A N/A PROGRAM SERVICE
(39) HISTORICAL SOCIETY OF WESTERN PA
1212 SMALLMAN ST
PITTSBURGH,PA15222 		25-0965391 501(C)(3) 8,000   N/A N/A PROGRAM SUPPORT
(40) HONEYBEE ROBOTICS LTD
460 W 34TH ST
NEW YORK,NY10001 		88-0193033   10,519   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(41) HOWARD UNIVERSITY
525 BRYANT ST STE 137
WASHINGTON,DC20059 		53-0204707 501(C)(3) 41,423   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(42) INDIANA UNIVERSITY
ACCTS RECEIVABLE DEPT 78896 PO BOX
78000
DETROIT,MI48278 		35-6001673 115 187,222   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(43) INSILICOMED INC
427 VINCENTE WAY
LA JOLLA,CA92037 		  47,543   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(44) INSTITUTE FOR ADVANCED STUDY - LOUIS BAMBERGER & MRS FELIX FULD FOUNDATION
EINSTEIN DR
PRINCETON,NJ08540 		21-0634988 501(C)(3) 20,241   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(45) INTERNATIONAL COMPUTER SCIENCE INSTITUTE
1947 CENTER ST STE 600
BERKELEY,CA94704 		94-3024996 501(C)(3) 58,888   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(46) INTERNET SOCIETY
1775 WIEHLE AVE STE 201
RESTON,VA20190 		54-1650477 501(C)(3) 9,142   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(47) IOACTIVE INC
701 5TH AVE STE 6850
SEATTLE,WA98104 		91-2059802   64,141   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(48) JACKSON STATE UNIVERSITY
PO BOX 17250
JACKSON,MS39217 		64-6000507 501(C)(3) 15,068   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(49) JOHNS HOPKINS UNIVERSITY
11100 JOHN HOPKINS RD
LAUREL,MD207236099 		52-0595110 501(C)(3) 1,383,889   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(50) JOHNSON C SMITH UNIVERSITY
100 BEATTIES FORD RD
CHARLOTTE,NC28216 		25-0983069 501(C)(3) 26,506   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(51) JUBILEE CHRISTIAN SCHOOL
255 WASHINGTON RD
PITTSBURGH,PA15216 		25-1558725 501(C)(3) 9,661   N/A N/A PROGRAM SUPPORT
(52) LAWRENCE LIVERMORE NATIONAL SECURITY LLC
LLNL ACCOUNTING OFC PO BOX 5516
LIVERMORE,CA94551 		20-5624386   25,000   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(53) LEADERSHIP PITTSBURGH INC
535 SMITHFIELD STREET NO 500
PITTSBURGH,PA15222 		25-1767779 501(C)(3) 5,000   N/A N/A PROGRAM SUPPORT
(54) LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE
1124 WEST CARSON STREET
TORRANCE,CA90502 		95-2138184 501(C)(3) 191,833   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(55) MARINUS ANALYTICS LLC
PO BOX 8160 1800 MURRAY AVE
PITTSBURGH,PA15217 		46-5724682   56,924   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(56) MARSHALL UNIVERSITY
ONE JOHN MARSHALL DRIVE
HUNTINGTON,WV25755 		55-6000789 115 39,728   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(57) MARSHALL UNIVERSITY RESEARCH CORPORATION
401 11TH STREET STE 1400
HUNTINGTON,WV25701 		55-0683361 501(C)(3) 46,068   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(58) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
CASHIERS OFFICE NE49-3077 77
MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		04-2103594 501(C)(3) 366,392   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(59) MICHIGAN STATE UNIVERSITY
360 ADMINISTRATION BUILDING
EAST LANSING,MI488241046 		38-6005984 501(C)(3) 157,089   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(60) MINGO COUNTY BOARD OF EDUCATION
RT 2 BOX 310
WILLIAMSON,WV25661 		55-6000363 115 44,524   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(61) MON YOUGH CATHOLIC SCHOOL
1640 FAWCETT AVE
WHITE OAK,PA15131 		45-5350715 115 6,820   N/A N/A PROGRAM SERVICE
(62) NATIONAL BUREAU OF ECONOMIC RESEARCH
1050 MASSACHUSETTS AVE
CAMBRIDGE,MA02138 		13-1641075 501(C)(3) 47,877   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(63) NATIONAL CYBER FORENSICS & TRAINING ALLIANCE
2000 TECHNOLOGY DR STE 450
PITTSBURGH,PA15219 		74-3126209 501(C)(3) 50,284   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(64) NATIONAL GEM CONSORTIUM THE
1430 DUKE ST
ALEXANDRIA,VA22314 		31-0898802 501(C)(3) 7,500   N/A N/A PROGRAM SERVICE
(65) NATIONAL OPINION RESEARCH CENTER
55 E MONROE STREET 20TH FL
CHICAGO,IL60603 		36-2167808 501(C)(3) 60,913   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(66) NATIONAL SCIENCE & TECHNOLOGY MEDALS FOUNDATION
3222 N STREET NW STE 300
WASHINGTON,DC20007 		52-1703587 501(C)(3) 12,000   N/A N/A PROGRAM SUPPORT
(67) NEW YORK UNIVERSITY
SPONSORED PROGRAMS ACCTG 726
BROADWAY 9TH FL
NEW YORK,NY10003 		13-5562308 501(C)(3) 157,511   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(68) NEXIGHT GROUP LLC
8403 COLESVILLE ROAD SUITE 1240
SILVER SPRING,MD209106331 		27-2488165   79,386   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(69) NORTH CAROLINA A&T STATE UNIVERSITY
1601 EAST MARKET STREET
GREENSBORO,NC27411 		56-6075899 501(C)(3) 33,228   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(70) NORTHEASTERN UNIVERSITY
RESEARCH FINANCE 960 RENAISSANCE
PARK 360 HUNTINGTON AVE 960 RP
BOSTON,MA02115 		04-1679980 501(C)(3) 120,827   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(71) NORTHWESTERN UNIVERSITY
633 CLARK ST RM G547
EVANSTON,IL60208 		36-2167817 501(C)(3) 235,318   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(72) OREGON STATE UNIVERSITY
ACCOUNTS PAYABLE PO BOX 1086
CORVALLIS,OR973391086 		93-6001786 115 64,387   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(73) PENN STATE UNIVERSITY
401 RIDER II BLDG 227 W BEAVER AVE
STE 401
STATE COLLEGE,PA168014819 		24-6000376 115 264,635   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(74) PENNSYLVANIA DEPARTMENT OF TRANSPORTATION
555 WALNUT STREET FLP FORUM PL
HARRISBURG,PA17101 		25-6003105 115 151,278   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(75) PENNSYLVANIA SOCIETY THE
808 BETHLEM PIKE SUITE ONE
ERDENHEIM,PA19038 		22-2688274 501(C)(3) 5,000   N/A N/A PROGRAM SUPPORT
(76) PHRONESIS LLC
230 RIDGEWOOD AVE
HAMDEN,CT06517 		45-2673350   195,605   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(77) PITTSBURGH CULTURAL TRUST
803 LIBERTY AVE
PITTSBURGH,PA15222 		25-1469002 501(C)(3) 31,982   N/A N/A PROGRAM SUPPORT
(78) PITTSBURGH OPERA INC
2425 LIBERTY AVENUE
PITTSBURGH,PA15222 		27-1073139 501(C)(3) 8,500   N/A N/A PROGRAM SUPPORT
(79) PITTSBURGH PARKS CONSERVANCY
611 SECOND AVE
PITTSBURGH,PA15213 		23-2882145 501(C)(3) 5,000   N/A N/A PROGRAM SERVICE
(80) PITTSBURGH SYMPHONYTHE
600 PENN AVE
PITTSBURGH,PA15222 		25-0986052 501(C)(3) 11,000   N/A N/A PROGRAM SERVICE
(81) PITTSBURGH TECHNOLOGY COUNCIL
2000 TECHNOLOGY DR
PITTSBURGH,PA15219 		25-1437854 501(C)(6) 120,000   N/A N/A PROGRAM SERVICE
(82) PITTSBURGH URBAN CHRISTIAN SCHOOL
809 CENTER ST
PITTSBURGH,PA15221 		25-1405301 501(C)(3) 34,740   N/A N/A PROGRAM SERVICE
(83) PITTSBURGH VENTURE CAPITAL
49 OAKMONT COURT
BRIDGEVILLE,PA15017 		25-1566467 501(C)(6) 15,000   N/A N/A PROGRAM SUPPORT
(84) PITTSBURGH-CLEVELAND CATALYSIS SOCIETY
3610 COLLINS FERRY RD
MORGANTOWN,WV26507 		45-3162754   10,000   N/A N/A PROGRAM SUPPORT
(85) POWERLOOM
12330 PERRY HIGHWAY
WEXFORD,PA15090 		25-1849508   162,473   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(86) PURDUE UNIVERSITY
SPONSORED PROGRAM SERVICES 23510
NETWORK PLACE
CHICAGO,IL606731235 		35-6002041 501(C)(3) 368,363   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(87) RACK-WILDNER & REESE INC
2325 E CARSON ST
PITTSBURGH,PA15203 		25-1860420   30,562   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(88) RAND CORP
FILE 53174
LOS ANGELES,CA900743174 		95-1958142   21,515   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(89) REGENTS OF UNIVERSITY OF CALIFORNIA
BERKLEY CONTRACTS GRANTS ACCT 2195
HEARST AVE RM 130 MC 103
BERKELEY,CA94720 		94-6002123 501(C)(3) 232,044   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(90) RESEARCH FOUNDATION OF STATE UNIV OF NEW YORK
PO BOX 6000
BINGHAMTON,NY13902 		14-1368361 115 204,312   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(91) RESEARCH INSTITUTE AT NATIONWIDE
CHILDRENS HOSPITAL PO BOX 715245
COLUMBUS,OH432715245 		31-6056230 501(C)(3) 52,343   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(92) ROBERT BOSCH LLC
PO BOX 74806
CHICAGO,IL60694 		36-2903176   162,770   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(93) ROBERT MORRIS UNIVERSITY
6001 UNIVERSITY BLVD
MOON TWP,PA15108 		25-1120678 501(C)(3) 28,136   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(94) SERRA CATHOLIC HIGH SCHOOL INC
200 HERSHEY DR
MCKEESPORT,PA15132 		20-5696522 501(C)(3) 15,950   N/A N/A PROGRAM SERVICE
(95) SESAME WORKSHOP
ONE LINCOLN PLAZA
NEW YORK,NY10023 		13-2655731 501(C)(3) 43,013   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(96) SKAION CORP
51 MIDDLESEX ST STE 114
NORTH CHELMSFORD,MA01863 		04-3420459   324,657   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(97) SMART INFORMATION FLOW TECHNOLOGIES
211 N 1ST ST STE 300
MINNEAPOLIS,MN55401 		41-1929753   363,694   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(98) SOUTHERN METHODIST UNIVERSITY
PO BOX 750259
DALLAS,TX75275 		75-0800689 501(C)(3) 95,646   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(99) SPIRALGEN INC
6645 WOODWELL ST
PITTSBURGH,PA15217 		27-0171738   596,917   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(100) ST ANTHONY SCHOOL PROGRAMS
2000 CORPORATE DR STE 580
WEXFORD,PA15090 		25-0986055 501(C)(3) 5,800   N/A N/A PROGRAM SUPPORT
(101) ST PHILIP PARISH
50 W CRAFTON AVE
PITTSBURGH,PA15205 		25-0966604 501(C)(3) 7,689   N/A N/A PROGRAM SUPPORT
(102) STANFORD UNIVERSITY
PO BOX 44253
SAN FRANCISCO,CA941444253 		94-1279777 501(C)(3) 307,352   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(103) SUNDANCE INSTITUTE
PO BOX 684429
PARK CITY,UT84068 		87-0361394 501(C)(3) 12,000   N/A N/A PROGRAM SUPPORT
(104) SYNERFAC INC
2 READS WAY STE 209
NEW CASTLE,DE19720 		51-0302216   89,828   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(105) SYRACUSE UNIVERSITY
BURSAR OPERATIONS 102 ARCHBOLD N
SYRACUSE,NY13244 		15-0532081 501(C)(3) 147,743   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(106) TEACHERS COLLEGE COLUMBIA UNIVERSITY
BOX 21 525 WEST 120TH ST
NEW YORK,NY10027 		13-1624202 501(C)(3) 145,311   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(107) TECHNICAL EDUCATION RESEARCH CENTERS INC
2067 MASSACHUSETTS AVE
CAMBRIDGE,MA02140 		04-6134355 501(C)(3) 104,698   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(108) TEMPLE CHILDREN'S CENTER INC
5701 FIFTH AVE
PITTSBURGH,PA15232 		25-1482599 501(C)(3) 10,500   N/A N/A PROGRAM SUPPORT
(109) TENNESSEE STATE UNIVERSITY
3500 JOHN A MERRITT BLVD
NASHVILLE,TN37209 		62-0786119 115 11,570   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(110) TENNESSEE TECHNOLOGICAL UNIVERSITY
ONE WILLIAM L JONES DR
COOKEVILLE,TN385050001 		62-0646806 115 20,159   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(111) TEXAS A&M UNIVERISTY
400 HARVEY MITCHELL PKWY S STE 300
COLLEGE STATION,TX77843 		74-6000531 501(C)(3) 61,549   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(112) THE SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES ROAD
LA JOLLA,CA92037 		33-0435954 501(C)(3) 119,480   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(113) THE UNIVERSITY OF IOWA
GRANT ACCOUNTING B5 JESSUP HALL 5 W
JEFFERSON ST
IOWA CITY,IA52242 		42-6004813 115 63,072   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(114) THE UNIVERSITY OF NEW MEXICO
1 UNIVERSITY OF NM MSC01 1245
ALBUQUERQUE,NM871310001 		85-6000642 115 146,470   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(115) THE UNIVERSITY OF WISCONSIN MADISON
UW MADISON GAR ACCOUNT DRAWER 538
MILWAUKEE,WI532780538 		39-1805963 115 88,826   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(116) TIE PITTSBURGH
PO BOX 62001
PITTSBURGH,PA15241 		25-1888641 501(C)( ) 5,000   N/A N/A PROGRAM SUPPORT
(117) TOP QUADRANT INC
1730 VARSITY DR STE 220
RALEIGH,NC27606 		91-2163813   20,000   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(118) TRUSTEES UNIVERSITY OF PENNSYLVANIA
PO BOX 785541
PHILADELPHIA,PA191785541 		23-1352685 501(C)(3) 930,321   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(119) UNIVERSITY CORPORATION AT MONTEREY BAY
100 CAMPUS CTR
SEASIDE,CA939558001 		77-0387459 501(C)(3) 8,813   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(120) UNIVERSITY OF ARIZONA
PO BOX 3308
TUCSON,AZ857223308 		74-2652689 115 223,102   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(121) UNIVERSITY OF CALIFORNIA LOS ANGELES
405 HILGARD AVE BOX 951432 1125
MURPHY HALL
LOS ANGELES,CA90095 		95-6006143 115 76,222   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(122) UNIVERSITY OF CALIFORNIA SANTA BARBARA
CASHIERS OFFICE SAASB BLDG RM 1212
SANTA BARBARA,CA931062003 		95-6006145 115 171,945   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(123) UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUE
CHICAGO,IL60637 		36-2177139 501(C)(3) 189,291   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(124) UNIVERSITY OF ILLINOIS
PO BOX 4610
SPRINGFIELD,IL627084610 		37-6000511 501(C)(3) 651,066   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(125) UNIVERSITY OF MARYLAND BALTIMORE COUNTY (UMBC)
1000 HILL TOP CIRCLE
BALTIMORE,MD21250 		52-6002033 115 479,191   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(126) UNIVERSITY OF MASSACHUSETTS
405 GOODELL BLDG 140 HICKS WAY
AMHERST,MA010039272 		04-3167352 501(C)(1) 107,526   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(127) UNIVERSITY OF MEMPHIS
PO BOX 1000 DEPT 313
MEMPHIS,TN38152 		62-0648618 501(C)(3) 16,272   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(128) UNIVERSITY OF MIAMI DADE
PO BOX 245106
CORAL GABLES,FL331242912 		59-0624458 501(C)(3) 28,220   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(129) UNIVERSITY OF MICHIGAN
BOX 223131
PITTSBURGH,PA152512131 		38-6005984 501(C)(3) 130,102   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(130) UNIVERSITY OF MINNESOTA
NW 5957 PO BOX 1450
MINNEAPOLIS,MN554855957 		41-6007513 115 364,795   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(131) UNIVERSITY OF NEBRASKA
PO BOX 880430
LINCOLN,NE685880430 		47-0049123 501(C)(3) 40,373   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(132) UNIVERSITY OF PENNSYLVANIA
PO BOX 785541
PHILADELPHIA,PA191785541 		23-1352685 501(C)(3) 316,438   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(133) UNIVERSITY OF PITTSBURGH
3109 CATHEDRAL OF LEARNING
PITTSBURGH,PA15260 		25-0965591 501(C)(3) 3,902,577   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(134) UNIVERSITY OF PUERTO RICO
CALL BOX 9000
MAYAGUEZ,PR006819000 		66-0433760 501(C)(3) 118,655   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(135) UNIVERSITY OF ROCHESTER
OFC OF RESEARCH ACCTG COST
STANDARDS 910 GENESEE ST STE 200
ROCHESTER,NY14611 		16-0743209 501(C)(9) 41,197   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(136) UNIVERSITY OF SAN DIEGO
5998 ALCALA PARK
SAN DIEGO,CA92110 		95-2544535 501(C)(3) 25,705   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(137) UNIVERSITY OF SOUTHERN CALIFORNIA
SPONSERED PROJECTS ACCOUNTING
LOS ANGELES,CA900742095 		95-1642394 501(C)(3) 1,084,855   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(138) UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159
AUSTIN,TX787137159 		74-6000203 115 320,031   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(139) UNIVERSITY OF TEXAS AT SAN ANTONIO
ONE UTSA CIRCLE
SAN ANTONIO,TX782491644 		74-1977996 501(C)(3) 107,898   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(140) UNIVERSITY OF THE SCIENCES IN PHILADELPHIA
600 SOUTH 43RD ST
PHILADELPHIA,PA191044495 		23-1352668 501(C)(3) 80,619   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(141) UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DR
CHICAGO,IL60693 		91-6001537 115 637,052   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(142) VERIS GROUP LLC
8229 BOONE BLVD STE 380
VIENNA,VA22182 		20-2300601   2,069,990   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(143) VERMONT LAW SCHOOL
PO BOX 96
SOUTH ROYALTON,VT05068 		23-7251952 501(C)(3) 20,000   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(144) VIRGINIA TECH
300 TURNER ST SUITE 4200
BLACKSBURG,VA240610165 		54-6001805 115 131,009   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(145) VISIONQUEST SYSTEMS INC
3314 KEMPER RD
ARLINGTON,VA22206 		04-3692674   168,828   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(146) WAYNE STATE UNIVERSITY
CASHIERS OFFICE PO BOX 02788
DETROIT,MI48202 		38-3555142 501(C)(3) 83,873   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(147) WEST VIRGINIA UNIVERSITY RESEARCH CORP
PO BOX 6002
MORGANTOWN,WV26506 		55-0665758 501(C)(3) 369,247   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(148) WOODS HOLE OCEANOGRAPHIC INSTITUTION
569 WOODS HOLE RD
WOODS HOLE,MA02543 		04-2105850 501(C)(3) 32,132   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(149) WRIGHT STATE UNIVERSITY
3640 COLONEL GLENN HIGHWAY
DAYTON,OH45435 		31-0732831 501(C)(3) 21,153   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
(150) ZAYO GROUP HOLDINGS INC
400 CENTENNIAL PARKWAY SUITE 200
LOUISVILLE,CO80027 		26-1398293   206,565   N/A N/A EDUCATION/RESEARCH SUBCONTRACTS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
86
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
32
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) CMU SCHOLARSHIPS 20247 111,197,433   N/A N/A
(2) ENDOWED STUDENT SCHOLARSHIPS 2648 9,775,322   N/A N/A
(3) FEDERAL GRANT 1837 2,077,676   N/A N/A
(4) EXTERNAL DONOR OR CORPORATE FUNDED SCHOLARSHIPS 677 2,318,644   N/A N/A






Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: CMU 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, NON-ACADEMIC TALENTS AND ABILITIES, 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. THESE FUNDS ARE MONITORED BY THE OFFICE OF SPONSORED PROJECTS AND SPONSORED PROJECTS ACCOUNTING.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1EDWARD GREFENSTETTETERM TRUSTEE 2016 (i)
(ii)		 0
...............................
420,000 		0
...............................
252,000 		0
...............................
5,938 		0
...............................
453,966 		0
...............................
7,255 		0
...............................
1,139,159 		0
...............................
252,000
2KRISTEN KURLANDEX-OFFICIO TRUSTEE (i)
(ii)		 154,625
...............................
0 		0
...............................
0 		731
...............................
0 		10,341
...............................
0 		433
...............................
0 		166,130
...............................
0 		0
...............................
0
3SUBRA SURESHPRESIDENT/EX-OFFICIO TRUSTEE (i)
(ii)		 738,063
...............................
7,500 		0
...............................
0 		110,237
...............................
0 		140,800
...............................
0 		49,540
...............................
0 		1,038,640
...............................
7,500 		0
...............................
0
4MARY JO DIVELYVP/GENERAL COUNSEL (i)
(ii)		 398,123
...............................
0 		0
...............................
0 		35,987
...............................
0 		20,800
...............................
0 		20,466
...............................
0 		475,376
...............................
0 		0
...............................
0
5AMIR RAHNAMAY-AZARV.P. OF FINANCE/CFO (i)
(ii)		 378,193
...............................
0 		0
...............................
0 		30,405
...............................
0 		20,800
...............................
0 		21,595
...............................
0 		450,993
...............................
0 		0
...............................
0
6ELIZABETH A MILAVECASST. TREASURER/AVP FINANCE (i)
(ii)		 233,416
...............................
0 		0
...............................
0 		1,980
...............................
0 		19,432
...............................
0 		18,220
...............................
0 		273,048
...............................
0 		0
...............................
0
7JAY S CALHOUNTREASURER (i)
(ii)		 214,607
...............................
0 		0
...............................
0 		2,072
...............................
0 		17,794
...............................
0 		45,510
...............................
0 		279,983
...............................
0 		0
...............................
0
8CHERYL M HAYSSECRETARY (i)
(ii)		 263,783
...............................
0 		0
...............................
0 		20,760
...............................
0 		20,800
...............................
0 		9,293
...............................
0 		314,636
...............................
0 		0
...............................
0
9FARNAM JAHANIANVP OF RESEARCH (i)
(ii)		 138,895
...............................
0 		50,000
...............................
0 		322
...............................
0 		8,000
...............................
0 		8,558
...............................
0 		205,775
...............................
0 		0
...............................
0
10NATHAN URBANINTERIM PROVOST (i)
(ii)		 285,223
...............................
0 		0
...............................
0 		1,723
...............................
0 		18,380
...............................
0 		18,150
...............................
0 		323,476
...............................
0 		0
...............................
0
11JOHN LEHOCZKYINTERIM EXECUTIVE VP (i)
(ii)		 345,187
...............................
0 		0
...............................
0 		50,132
...............................
0 		20,800
...............................
0 		15,340
...............................
0 		431,459
...............................
0 		0
...............................
0
12MICHAEL C MURPHYVP FOR CAMPUS AFFAIRS (i)
(ii)		 380,312
...............................
0 		0
...............................
0 		33,378
...............................
0 		20,800
...............................
0 		15,460
...............................
0 		449,950
...............................
0 		0
...............................
0
13PAMELA EAGERINTERIM VP FOR U.A.(START 11/14) (i)
(ii)		 212,384
...............................
0 		0
...............................
0 		16,334
...............................
0 		19,112
...............................
0 		21,581
...............................
0 		269,411
...............................
0 		0
...............................
0
14ROBBEE B KOSAKVP FOR U.A.(EXIT 11/14) (i)
(ii)		 381,135
...............................
0 		0
...............................
0 		93,670
...............................
0 		20,800
...............................
0 		16,050
...............................
0 		511,655
...............................
0 		0
...............................
0
15CHARLES A KENNEDYCHIEF INVESTMENT OFFICER (i)
(ii)		 283,559
...............................
0 		108,523
...............................
0 		24,728
...............................
0 		108,948
...............................
0 		22,729
...............................
0 		548,487
...............................
0 		20,187
...............................
0
16ANDREW MOOREDEAN, SCHOOL OF COMPUTER(START 8/14) (i)
(ii)		 192,700
...............................
0 		0
...............................
0 		270
...............................
0 		14,000
...............................
0 		6,230
...............................
0 		213,200
...............................
0 		0
...............................
0
17PAUL D NIELSENCEO/DIRECTOR SEI (i)
(ii)		 500,621
...............................
0 		0
...............................
0 		27,520
...............................
0 		20,800
...............................
0 		5,276
...............................
0 		554,217
...............................
0 		0
...............................
0
18JAMES H GARRETTDEAN, CARNEGIE INSTITUTE (i)
(ii)		 331,568
...............................
0 		0
...............................
0 		27,710
...............................
0 		20,800
...............................
0 		17,483
...............................
0 		397,561
...............................
0 		0
...............................
0
19MARK S KAMLETUNIV. PROF. OF ECON. & PUBLIC POLICY (i)
(ii)		 519,248
...............................
0 		250,000
...............................
0 		51,190
...............................
0 		20,800
...............................
0 		19,681
...............................
0 		860,919
...............................
0 		0
...............................
0
20ILKER BAYBARSDEAN/ QATAR CAMPUS (i)
(ii)		 477,349
...............................
0 		0
...............................
0 		720,161
...............................
0 		20,800
...............................
0 		34,467
...............................
0 		1,252,777
...............................
0 		0
...............................
0
21RICHARD MUNDYCHIEF OPERATING OFFICER-QA (i)
(ii)		 161,040
...............................
0 		0
...............................
0 		414,564
...............................
0 		13,964
...............................
0 		57,272
...............................
0 		646,840
...............................
0 		0
...............................
0
22ROBERT DAMMONDEAN/ TEPPER SCHOOL OF BUSINESS (i)
(ii)		 503,455
...............................
0 		0
...............................
0 		26,102
...............................
0 		20,800
...............................
0 		14,393
...............................
0 		564,750
...............................
0 		0
...............................
0
23TRIDAS MUKHOPADHYAYDELOITTE CONSULTING PROFESSOR (i)
(ii)		 275,425
...............................
0 		0
...............................
0 		320,643
...............................
0 		22,371
...............................
0 		56,530
...............................
0 		674,969
...............................
0 		0
...............................
0
24JARED L COHONFORMER OFFICER/TRUSTEE (i)
(ii)		 396,383
...............................
7,500 		0
...............................
0 		40,183
...............................
0 		20,800
...............................
0 		23,402
...............................
0 		480,768
...............................
7,500 		0
...............................
0
25RANDAL E BRYANTFORMER KE (i)
(ii)		 327,001
...............................
0 		0
...............................
0 		10,460
...............................
0 		21,374
...............................
0 		18,514
...............................
0 		377,349
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A ALL 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 INSTITUTION'S POLICIES AND PROCEDURES. NONTAXABLE BENEFITS DISCLOSED IN COLUMN D INCLUDE, FOR EXAMPLE, CONTRIBUTIONS TO EMPLOYER HEALTH AND WELFARE PLANS, AND EMPLOYER PROVIDED HOUSING.
PART I, LINES 4A-B DR. SUBRA SURESH PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THESE BENEFITS TOTALING $120,000 WERE REPORTED IN PART II COLUMN C. ROBBEE KOSAK LEFT THE UNIVERSITY NOVEMBER 2014. SEVERANCE BENEFITS TOTALING $74,010 WERE REPORTED IN PART II COLUMN B.
PART I, LINE 7 THE BONUSES THAT WERE PAID AND REPORTED IN PART II, COLUMN B(II) WERE FOR RETENTION, RELOCATION AND/OR PERFORMANCE RELATED.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number
25-0969449
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
  		25-1650137 01728RES4 04-10-2008 120,820,000 REFUNDING 2006A, B & 2007A   X   X   X
B PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
  		23-2243852 70917RXJ9 08-20-2009 183,259,641 REFUNDING 1995 A-D & CAPITAL PROJECTS   X   X   X
C ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
  		25-1650137 01729EKV8 02-23-2012 118,276,655 REFUNDING 1998 & 2002   X   X   X
D ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY
  		25-1650137 01729EKY2 02-14-2013 60,529,980 REVENUE BONDS TO FINANCE NEW CONSTRUCTION   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . .        
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 120,820,000 183,259,641 118,276,655 60,529,980
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 493,831 1,247,008 573,445 493,713
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . . 270,329 1,575,282 38,211  
10 Capital expenditures from proceeds . . . . . . . . . . . 15,004,252 15,004,252   39,572,631
11 Other spent proceeds . . . . . . . . . . . . . . 120,055,840 165,433,099 117,664,999  
12 Other unspent proceeds . . . . . . . . . . . . . . 20,463,637     20,463,637
13 Year of substantial completion . . . . . . . . . . . . 2010 2011 2012 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X   X   X     X
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X     X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.300 % 0.200 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet        
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.300 % 0.200 %    
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X X   X  
b Exception to rebate? . . . . . . . .   X X     X   X
c No rebate due? . . . . . . . . X     X   X   X
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . . X     X   X   X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2014
Schedule L (Form 990 or 990-EZ) 2014
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) KOSAK DESIGN
  		T. KOSAK- SPOUSE OF R. KOSAK, CMU OFFICER- OWNER OF KOSAK DESIGN-CMU VENDOR 87,339 SEE PART V PAYMENTS MADE TO KOSAK DESIGN FOR DESIGN SERVICES.   No
(2) LG REALTY ADVISORS INC
  		L. GUMBERG- BROTHER OF I. GUMBERG, LIFE TRUSTEE- PRESIDENT OF LG-CMU VENDOR 101,912 SEE PART V PAYMENTS MADE TO/FROM LG REALTY ADVISORS INC FOR RENT/SERVICES   No
(3) C BRODSKY M. KAMLET - CMU FORMER OFFICER - HUSBAND OF C. BRODSKY - CMU EMPLOYEE 120,986 SEE PART V COMPENSATION FOR PROFESSOR OF COLLEGE OF FINE ARTS   No
(4) L SMITH J. GARRETT - CMU KEY EMPLOYEE - BROTHER OF L. SMITH - CMU EMPLOYEE 70,252 SEE PART V COMPENSATION FOR DEAN OF STUDENT ACCOUNTS   No
(5) R EAGER P. EAGER- CMU OFFICER- WIFE OF R. EAGER- CMU EMPLOYEE 134,120 SEE PART V COMPENSATION FOR ASSOCIATE DIRECTOR, CIT   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 1 180,000 APPRAISAL
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 214 30,175,274 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( COMPUTER EQPT ) X 8 284,710 FAIR MARKET VALUE
26 Other Right pointing arrow large image ( ALUMNI EVENT ) X 138 72,124 COST
27 Other Right pointing arrow large image ( MISCELLANEOUS EQPT ) X 12 50,648 FAIR MARKET VALUE
28 Other Right pointing arrow large image ( MUSIC EQPT ) X 3 42,250 APPRAISAL
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
4
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): SCHEDULE M, PART 1 COLUMN (B) THE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS CARNEGIE MELLON UNIVERSITY RECEIVED FOR EACH TYPE OF PROPERTY FOR YEAR ENDED JUNE 30, 2015.
Schedule M (Form 990) (2014)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 IRA J. GUMBERG AND DAVID S. SHAPIRA ARE TRUSTEES OF CARNEGIE MELLON AND HAVE A BUSINESS RELATIONSHIP. MARK KAMLET AND EVAN FRAZIER HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 7A CARNEGIE 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 ARE FULL VOTING MEMBERS WITH ALL RIGHTS AND RESPONSIBILITES THERETO EXCEPT THAT THE PRESIDENT OF CARNEGIE MELLON UNIVERSITY HAS NO VOTING RIGHTS WHEN SERVING AS A MEMBER OF THE AUDIT COMMITTEE OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11 CARNEGIE MELLON'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, PRESIDENT, TAX DEPARTMENT AND THEN PRESENTED TO AND REVIEWED WITH THE CHAIR OF THE AUDIT COMMITTEE. 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 12C CARNEGIE 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 BOARD SENDING AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE TO THE ABOVE NOTED INDIVIDUALS. COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SECRETARY OF THE BOARD 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 AS THEY ARISE THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15 THE 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 AND KEY OFFICERS. 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 19 CARNEGIE 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: EMERITUS LIFE TRUSTEES ARE WELCOME AT ALL MEETINGS, RECEIVE ALL NOTICES, MINUTES AND REPORTS OF MEETINGS, AND ARE FREE TO PARTICIPATE IN ALL DISCUSSIONS, BUT ARE NOT ENTITLED TO VOTE ON ANY MATTER. ANY LIFE TRUSTEE, AFTER AGE 60, MAY, AT HIS OR HER REQUEST, TRANSFER TO THE STATUS OF EMERITUS LIFE TRUSTEE. EACH LIFE TRUSTEE ELECTED AFTER JANUARY 1, 1960, WHO ATTAINS THE AGE OF 75 WHILE A TRUSTEE, SHALL BECOME AN EMERITUS TRUSTEE ON THE DAY PRECEDING THE ANNUAL MEETING OF THE BOARD FOLLOWING SUCH TRUSTEE'S 75TH BIRTHDAY. THE FOLLOWING INDIVIDUALS WERE EMERITUS LIFE TRUSTEES OF CARNEGIE MELLON'S BOARD OF TRUSTEES: PAUL A. ALLAIRE, ARTHUR H. ARONSON, CAROL R. BROWN, ROBERT M. BROWN III, FRANK V. CAHOUET, DOUGLAS D. DANFORTH, W. LOGAN DICKERSON, EDWARD DONLEY, WILLIAM B. ELLIS, CYNTHIA FRIEDMAN, CLAIRE W. GARGALLI, WILLIAM GOLDSMITH, RICHARD D. HAMILTON, WILTON A. HAWKINS, TERESA HEINZ, ORION L. HOCH, T. JEROME HOLLERAN, W. LEE HOSKINS, JUSTIN M. JOHNSON, PATRICIA ASKWITH KENNER, DAVID M. KIRR, HANS W. LANGE, EDWARD E. LUCENTE, THOMAS A. MCCONOMY, JACK E. MCGRATH, REGINA GOUGER MILLER, LINDSAY J. MORGENTHALER, ALESSANDRO OVI, NORMAN F. PARKER, CHARLES J. QUEENAN, JR. ESQ, JOHN G. RANGOS, SR., DAVID RODERICK, VINCENT A. SARNI, JOYCE B. SCOTT, RAYMOND W. SMITH, WILLIAM P. SNYDER III, W. LOWELL STEINBRENNER, JAMES M. WALTON, KONRAD M. WEIS.
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 40 HOURS PER WEEK; HOWEVER, THE ACTUAL NUMBER OF HOURS WORKED VARIES BETWEEN 40-80 HOURS PER WEEK.
FORM 990, PART XI, LINE 9: GIFT-IN-KIND DONATIONS REVERSAL 74,526. LAMME UNREALIZED GAINS/LOSS -31,425. CHANGE IN SWAP VALUE NET OF INTEREST EXPENSE & OTHER -5,750,787. NET LOSS FROM FUNDRAISING EVENTS 186,115. UNCOLLECTIBLE PLEDGE WRITE OFFS -3,991,236. MPC ACCRUAL 92,909.
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
CARNEGIE MELLON UNIVERSITY
 
Employer identification number

25-0969449
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) CM SPE LLC
5000 FORBES AVENUE
PITTSBURGH,PA15213
25-0969449 		LEASEHOLDER PA 354,084 2,293,042 CARNEGIE MELLON UNIVERSITY
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) BENJAMIN GARVER LAMME SCHOLARSHIP FUND
5000 FORBES AVENUE

PITTSBURGH,PA15213
25-6030362 		FELLOWSHIP FUND PA 501(C)(3) 509(A)(3) CARNEGIE MELLON UNIVERSITY
 
 
No
(2) JACK G BUNCHER CHARITABLE FUND FOR CARNEGIE MELLON UNIVERSITY
5000 FORBES AVENUE

PITTSBURGH,PA15213
20-4393107 		GRANT FUND PA 501(C)(3) 509(A)(3) CARNEGIE MELLON UNIVERSITY
 
 
No
(3) MPC CORPORATION
5000 FORBES AVENUE

PITTSBURGH,PA15213
25-1128244 		RESEARCH AND DEVELOPMENT PA 501(C)(3) 509(A)(3) N/A
 
No
(4) THE DIETRICH FOUNDATION
600 GRANT STREET SUITE 5360

PITTSBURGH,PA15219
36-4711746 		PHILANTHROPY PA 501(C)(3) 509(A)(3) N/A
 
No






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) CARNEGIE INNOVATIONS LLC

11 STANWIX STREET
PITTSBURGH,PA15222
45-5177927 		EDUCATION PA CARNEGIE MELLON UNIVERSITY
  		RELATED -8,778,611 -21,738,214   No   Yes   90.000 %
(2) CL ACQUISITION LLC

5000 FORBES AVENUE
PITTSBURGH,PA15213
 NO ACTIVITY PA N/A
                  
(3) CLEARMODEL LLC

11 STANWIX STREET 11TH FLOOR
PITTSBURGH,PA15222
30-0750321 		RESEARCH AND DEVELOPMENT PA N/A
                  
(4) ACATAR LLC

2100 WHARTON STREET
PITTSBURGH,PA15203
90-0870848 		EDUCATION PA N/A
                  
(5) ICARNEGIE GLOBAL LEARNING LLC

210 SIXTH AVENUE SUITE 3570
PITTSBURGH,PA15222
38-3887172 		EDUCATION PA N/A
                  
(6) ACROBATIQ LLC

2100 WHARTON STREET
PITTSBURGH,PA15203
90-0947643 		EDUCATION PA N/A
                  
(7) SYSTEMIQ LLC

5000 FORBES AVENUE
PITTSBURGH,PA15213
35-2506816 		NO ACTIVITY PA N/A
                  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ICARNEGIE INC

4615 FORBES AVENUE
PITTSBURGH,PA15213
01-0625769 		EDUCATION PA CARNEGIE MELLON UNIVERSITY
  		C -994,995 18,201 100.000 % Yes  
(2) ICARNEGIE INTERNATIONAL LTD

C/O APPLEBY CANONS COURT 22 VICT
PO BOX HM 1179,HAMILTON HMEX  
BD
EDUCATION BD CARNEGIE MELLON UNIVERSITY
  		C     100.000 %   No
(3) SEI-EUROPE GMBH

FRANKFURT DIE WELLE AN DER WELLE 4
60 322 FRANKFURT    
GM
MARKET AND DEVELOPMENT GM CARNEGIE MELLON UNIVERSITY
  		C -99,285 379,647 100.000 %   No
(4) IRREVOCABLE TRUST (1)

 
 
TRUST PA  
T   345,905 100.000 %   No
(5) ESTATE (1)

 
 
TRUST PA  
T   425,635 100.000 %   No
(6) PERPETUAL TRUST (5)

 
 
TRUST PA  
T   3,931,992 100.000 %   No
(7) CHARITABLE REMAINDER TRUST (1)

 
 
TRUST PA  
T 64,753   100.000 %   No
(8) REVOCABLE TRUST (1)

 
 
TRUST PA  
T 672 21,564,125 100.000 %   No
(9) CHARITABLE LEAD TRUST (1)

 
 
TRUST PA  
T 25,200 743,531 100.000 %   No
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ACATAR LLC

 M 775,000 CASH
(2) BENJAMIN GARVER LAMME SCHOLARSHIP FUND

 C 55,188 CASH
(3) JACK G BUNCHER CHARITABLE BUNCHER FUND

 C 500,000 CASH
(4) MPC CORPORATION

 C 4,691,136 CASH
(5) THE DIETRICH FOUNDATION

 C 10,115,459 CASH

Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


Software ID:  
Software Version:  






TY 2014 AffiliatedGroupSchedule
Name:
CARNEGIE MELLON UNIVERSITY
EIN: 25-0969449
Affiliated Group Business Name:
 
 
Address. Either US or Foreign Type:

 



 
 
EIN:
25-6030362
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
86
Total Exempt Purpose Expenditures:
86
Lobbying Nontaxable Amount:
17
Grassroots Nontaxable Amount:
4
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
 
 
Address. Either US or Foreign Type:

 



 
 
EIN:
20-4393107
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
500,000
Total Exempt Purpose Expenditures:
500,000
Lobbying Nontaxable Amount:
100,000
Grassroots Nontaxable Amount:
25,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0