2018-05-14T08:37:28-05:00 2017-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2016-07-01 250969449 CARNEGIE MELLON UNIVERSITY CARN 4122681358 5000 FORBES AVENUE PITTSBURGH PA 15213 ANGELA BLANTON VP FOR FINANCE & CFO 4122681358 2018-05-02 1 SUSAN M KIRSCH P00341397 4122613644 2016 2022-09-23 18:48:47Z FARNAM JAHANIAN 5000 FORBES AVENUE PITTSBURGH PA 15213 3420011940 0 X WWW.CMU.EDU X 1900 PA HIGHER EDUCATION AND RESEARCH. 52 45 13931 54 4094793 0 576147639 513171107 743612548 786005894 92039292 118531504 16862252 759646905 1428661731 2177355410 170618483 183354387 0 0 699189834 738481012 843540 737906 23488692 332913650 819876272 1203565507 1742449577 225096224 434905833 3905199493 3781707782 1569130406 887686860 2336069087 2894020922 X TO CREATE A TRANSFORMATIVE EDUCATIONAL EXPERIENCE FOR STUDENTS FOCUSED ON DEEP DISCIPLINARY KNOWLEDGE; PROBLEM SOLVING; LEADERSHIP, COMMUNICATION, AND INTERPERSONAL SKILLS; AND PERSONAL HEALTH AND WELL-BEING.TO CULTIVATE A TRANSFORMATIVE UNIVERSITY COMMUNITY COMMITTED TO (A) ATTRACTING AND RETAINING DIVERSE, WORLD-CLASS TALENT; (B) CREATING A COLLABORATIVE ENVIRONMENT OPEN TO THE FREE EXCHANGE OF IDEAS, WHERE RESEARCH, CREATIVITY, INNOVATION, AND ENTREPRENEURSHIP CAN FLOURISH; AND (C) ENSURING INDIVIDUALS CAN ACHIEVE THEIR FULL POTENTIAL. TO IMPACT SOCIETY IN A TRANSFORMATIVE WAY - REGIONALLY, NATIONALLY, AND GLOBALLY - BY ENGAGING WITH PARTNERS OUTSIDE THE TRADITIONAL BORDERS OF THE UNIVERSITY CAMPUS. 0 0 1110420380 156092128 707185628 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 13,961 UNDERGRADUATES, GRADUATES AND DOCTORAL STUDENTS. INSTRUCTION INCLUDES ACADEMIC SUPPORT AND STUDENT SERVICES.CARNEGIE MELLON HAS ITS MAIN CAMPUS IN PITTSBURGH, SATELLITE CAMPUSES IN SILICON VALLEY AND DOHA, QATAR, AND DEGREE-GRANTING PROGRAMS IN COORDINATION WITH GLOBAL PROGRAMS INCLUDING AUSTRALIA, JAPAN, PORTUGAL, RWANDA, SINGAPORE AND CHINA.NATIONALLY AND GLOBALLY, CARNEGIE MELLON HAS BECOME A MAJOR VOICE OF CONNECTIVITY IN TECHNOLOGY, EXPANSION OF EDUCATIONAL OPPORTUNITY AND ECONOMIC DEVELOPMENT. 340739879 27262259 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. 108132660 64557442 AUXILIARY SERVICES:SERVICES TO SUPPORT THE INSTRUCTION AND RESEARCH FUNCTIONS OF THE UNIVERSITY. THESE SERVICES INCLUDE BUT ARE NOT LIMITED TO HOUSING, DINING SERVICES, PARKING, BOOKSTORE, PRINTING, TELECOMMUNICATIONS, AND OTHER SERVICES RELATED TO THE DELIVERY OF EDUCATION. 34342898 764262824 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. 34342898 764262824 1593635817 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 0 0 1 19113 0 1 13931 1 1 1 1 AS QA RW 0 0 0 1 1 0 0 0 0 0 X 52 45 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 PA X CARRIE NELSON 4122681358 5000 FORBES AVENUE PITTSBURGH PA 15213 X JOEL ADAMS VOTING TRUSTEE 6.00 0.00 X 0 0 0 JOHN ANDERSON VOTING TRUSTEE 1.00 0.00 X 0 0 0 LUIS BALL VOTING TRUSTEE 0.50 0.00 X 0 0 0 RONALD BIANCHINI JR VOTING TRUSTEE 1.00 0.00 X 0 0 0 KEITH BLOCK VOTING TRUSTEE 0.75 0.00 X 0 0 0 FRANK BRUNCKHORST VOTING TRUSTEE 2.00 0.00 X 0 0 0 ERIC COOPER VOTING TRUSTEE 1.00 0.00 X 0 0 0 DAVID COULTER VOTING TRUSTEE 2.50 0.00 X 0 0 0 RUSSELL CROCKETT VOTING TRUSTEE 1.00 1.00 X 0 0 0 JEANNE CUNICELLI VOTING TRUSTEE 0.50 0.00 X 0 0 0 ERROLL B DAVIS JR VOTING TRUSTEE 1.00 0.00 X 0 0 0 LINDA A DICKERSON VOTING TRUSTEE 1.00 0.00 X 0 0 0 PHILIP L DOWD VOTING TRUSTEE 2.00 0.00 X 0 0 0 FRANCISCO D'SOUZA VOTING TRUSTEE 5.00 0.00 X 0 0 0 HOWARD ELLIN VOTING TRUSTEE 3.00 0.00 X 0 0 0 YOSHIAKI FUJIMORI VOTING TRUSTEE 0.30 0.00 X 0 0 0 JAMES GIANOPULOS VOTING TRUSTEE 1.00 1.00 X 0 0 0 ERIC GILER VOTING TRUSTEE 2.00 0.00 X 0 0 0 EDWARD GREFENSTETTE VOTING TRUSTEE 1.00 50.00 X 0 929235 646536 IRA J GUMBERG VOTING TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY HOUSENBOLD VOTING TRUSTEE 1.92 0.00 X 0 0 0 TORRENCE M HUNT JR VOTING TRUSTEE 3.00 0.00 X 0 0 0 LARRY JENNINGS JR VOTING TRUSTEE 2.00 1.30 X 0 0 0 BRUCE KRAUS EX-OFFICIO TRUSTEE 1.00 0.00 X 0 0 0 RAYMOND J LANE VOTING TRUSTEE 1.00 0.00 X 0 0 0 TIMOTHY LIU EX-OFFICIO TRUSTEE 5.00 0.00 X 0 0 0 MICHAEL MCQUADE VOTING TRUSTEE 0.50 0.00 X 0 0 0 BRUCE MCWILLIAMS VOTING TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM L MEANEY VOTING TRUSTEE 1.00 0.00 X 0 0 0 ANNE M MOLLOY VOTING TRUSTEE 2.25 0.00 X 0 0 0 AMBAR PAUL VOTING TRUSTEE 0.50 0.00 X 0 0 0 MAYOR WILLIAM PEDUTO EX-OFFICIO TRUSTEE 0.30 0.00 X 0 0 0 DAVID PORGES VOTING TRUSTEE 1.50 0.00 X 0 0 0 TODD PRZYBYCIEN EX-OFFICIO TRUSTEE 50.00 0.00 X 174276 0 83355 JONATHAN ROTHBERG VOTING TRUSTEE 1.00 0.00 X 0 0 0 DAVID S SHAPIRA VOTING TRUSTEE 1.00 0.00 X 0 0 0 AJIT SHETTY VOTING TRUSTEE 1.00 0.00 X 0 0 0 J LEA HILLMAN SIMONDS VOTING TRUSTEE 1.50 1.00 X 0 0 0 MANOJ SINGH VOTING TRUSTEE 2.00 0.00 X 0 0 0 LUKE SKURMAN VOTING TRUSTEE 3.00 0.00 X 0 0 0 DONALD E STITZENBERG VOTING TRUSTEE 1.00 0.00 X 0 0 0 LIP-BU TAN VOTING TRUSTEE 5.00 0.00 X 0 0 0 DAVID A TEPPER VOTING TRUSTEE 2.00 0.00 X 0 0 0 THOMAS TULL VOTING TRUSTEE 5.00 0.00 X 0 0 0 MARY ANN ULISHNEY VOTING TRUSTEE 0.70 0.00 X 0 0 0 SUNIL WADHWANI VOTING TRUSTEE 2.00 0.00 X 0 0 0 PAULA KAUFFMAN WAGNER VOTING TRUSTEE 1.00 0.00 X 3000 0 0 DEBORAH YUE EX-OFFICIO TRUSTEE 1.00 0.00 X 0 0 0 JAMES E ROHR CHAIRMAN/VOTING TRUSTEE 5.00 0.00 X X 0 15000 0 EDWARD H FRANK VICE CHAIRMAN/VOTING TRUSTEE 1.50 0.00 X X 0 0 0 TOD S JOHNSON VICE CHAIRMAN/VOTING TRUSTEE 5.00 0.00 X X 0 0 0 SUBRA SURESH PRESIDENT/EX-OFFICIO TRUSTEE 50.00 2.00 X X 1559886 15000 2157908 FARNAM JAHANIAN PROVOST & CHIEF ACADEMIC OFFICER 50.00 4.00 X 598008 0 94988 ANGELA BLANTON VP FOR FINANCE/CFO 50.00 0.10 X 249740 0 34862 JAY S CALHOUN TREASURER (EXIT 05/17) 50.00 0.00 X 241927 0 47238 GINA CASALEGNO V.P. STUDT. AFRS. & DEAN OF STUDENTS 50.00 0.00 X 241922 0 25055 MARY JO DIVELY VP/GENERAL COUNSEL 50.00 0.00 X 975372 0 202336 CHARLES A KENNEDY CIO & INTERIM TREASURER (6/17-12/17) 50.00 3.00 X 399355 0 140506 KAREN T KHAN ASSISTANT SECRETARY 50.00 0.00 X 121559 0 19735 STEVE KLOEHN V.P. FOR MARKETING AND COMMUNICATIONS 50.00 0.00 X 301896 0 70744 CATHY LIGHT CHIEF OF STAFF & SEC. OF THE CORP. 50.00 0.00 X 215084 0 52292 RODNEY MCCLENDON V.P. FOR OPERATIONS 50.00 0.00 X 213146 0 24883 ELIZABETH A MILAVEC ASST. TREASURER (EXIT 10/16) 50.00 2.00 X 256766 0 40048 SCOTT MORY V.P. FOR UNIV. ADVANCEMENT 50.00 0.00 X 470765 0 30130 JAMES H GARRETT DEAN CARNEGIE INSTITUTE OF TECHNOLOGY 50.00 0.10 X 439734 0 37176 ANDREW MOORE DEAN, SCHOOL OF COMPUTER SCIENCE 50.00 1.00 X 561834 0 42170 PAUL D NIELSEN CEO/DIRECTOR SEI 50.00 0.00 X 588189 0 27433 ILKER BAYBARS DEAN & CEO QATAR CAMPUS 50.00 0.00 X 1265305 0 51191 ROBERT DAMMON DEAN/ TEPPER SCHOOL OF BUSINESS 50.00 0.00 X 580924 0 37047 KRZYSZTOF MATYJASZEWSKI JC WARNER UNIV. PROF OF NAT. SCI. 50.00 0.00 X 521366 0 39177 RICHARD MUNDY CHIEF OPERATING OFFICER-QATAR 50.00 0.00 X 586733 0 64030 RAMAMOORTHI RAVI PROFESSOR OF OPERATIONS RESEARCH 50.00 0.00 X 527695 0 36029 JARED L COHON FORMER OFFICER/TRUSTEE 50.00 0.00 X 244996 0 41132 PAMELA EAGER FORMER OFFICER 50.00 0.50 X 308796 0 42461 CHERYL M HAYS FORMER OFFICER 0.00 0.00 X 187410 0 20466 MARK S KAMLET FORMER OFFICER 50.00 0.00 X 455862 0 38284 JOHN LEHOCZKY FORMER OFFICER 50.00 1.00 X 335270 0 42844 MICHAEL C MURPHY FORMER OFFICER 50.00 0.00 X 331875 0 36983 AMIR RAHNAMAY-AZAR FORMER OFFICER 0.00 0.00 X 475439 0 31848 RANDAL E BRYANT FORMER KE 50.00 0.00 X 294400 0 43955 13728530 959235 4302842 1341 1 1 0 K&L GATES LLP 210 SIXTH AVENUE PITTSBURGH PA 15222 LEGAL SERVICES 212641156 JENDOCO CONSTRUCTION CORP 2000 LINCOLN RD PITTSBURGH PA 15235 CONSTRUCTION 26232325 PJ DICK INC 225 NORTH SHORE DRIVE PITTSBURGH PA 15212 CONSTRUCTION 20593079 MOSITES CONSTRUCTION 4839 CAMPBELLS RUN ROAD PITTSBURGH PA 15205 CONSTRUCTION 13563428 CULINART INC 175 SUNNYSIDE BLVD PLAINVIEW NY 11803 DINING SERVICES 12240274 113 X 9575 17037829 328389686 167734017 11742277 513171107 TUITION 900099 707185628 707185628 AUXILIARY SERVICES 611710 64557442 63707158 850284 OTHER PROGRAM SERVICES 900099 14262824 14262824 786005894 27806149 2873538 24932611 5749131 5749131 1763261 13373 558021 0 1205240 13373 1218613 19215 1199398 1329309356 1238181167 402834 91128189 -402834 90725355 90725355 22100 9575 25846 -3746 -3746 6171569 3488662 2682907 351756 2331151 LITIGATION PROCEEDS 900099 750000000 750000000 750000000 2177355410 1535155610 4094793 124933900 X 27262259 27262259 140026220 140026220 16065908 16065908 10918307 1216065 8279379 1422863 2963330 448478 2197970 316882 595767566 539699429 43493811 12574326 35577382 30698634 3869912 1008836 61630946 56483735 3252616 1894595 31623481 26970122 3715948 937411 230532317 229255125 1265597 11595 1493017 64831 1428186 493109 493109 737906 737906 5917556 5917556 22944196 14745096 6512006 1687094 2654840 1319246 1323637 11957 26296564 20841613 4892294 562657 21685980 13706090 7600433 379457 252681879 252681879 56626669 49587113 7034410 5146 32237386 26157778 4988162 1091446 12873870 11217386 1102430 554054 13514994 12811079 703915 64487651 60032737 4454914 2471486 2140866 330620 FOOD SERVICE OPERATIONS 20326260 20114653 211607 INFORMATION RESOURCES 9697999 9536318 76661 85020 NON-CAPITAL EQUIPMENT 7342072 4411491 2929064 1517 FABRICATED EQUIPMENT 2573788 2571414 2374 33024639 23077143 9741566 205930 1742449577 1593635817 125325068 23488692 51152 56179 907701874 245146339 167522272 146487469 36005973 37266067 5840276 5893280 2287525 1698420 15310954 16326670 1721554427 836920513 817391911 884633914 1072572445 1502283276 835086955 891924120 45428156 49992048 3905199493 3781707782 138418923 152695866 857441009 106395223 442346954 440059323 42875155 111961992 88048365 76574456 1569130406 887686860 X 934547299 1276391468 690121246 807202945 711400542 810426509 2336069087 2894020922 3905199493 3781707782 X 434905833 117659806 5386196 X X 0 1 X 1 1 1 X 519400189 504944253 508112330 576147639 513171107 2621775518 519400189 504944253 508112330 576147639 513171107 2621775518 4555452 2617220066 25785689 20770582 27122710 34961586 35331914 143972481 1770890 1770890 2767518889 3600242003 0.94570 0.94980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 493109 493109 493109 493109 1741956468 1743356525 1742449577 1743849634 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 465342 491648 498166 493109 1948265 250000 250000 250000 250000 1000000 1500000 82000 4750169 X X X 0 1304489016 294312444 187094434 16158853 48286429 3142904 1718307698 1336871754 44843541 -17973647 14655109 42662204 1935320 1304489015 1249218977 54373142 87372305 12834311 39323039 1935320 1336871754 1074468210 35015698 189493030 10989003 37261560 1507398 1249218977 985941144 38204270 96048173 10321487 33981202 1422688 1074468210 0.24860 0.43800 0.31340 0 1 1 49161211 49161211 1162387402 577888190 584499212 20018427 16332773 3685654 272007175 181712139 90295036 217980212 60987411 156992801 884633914 REAL ESTATE 70162189 F VENTURE CAP. & PRIV. EQ 333835860 F AGGRESSIVE, DISTRESSED & ARBITRAGE FIXED INCOME 24912557 F NATURAL RESOURCES 122144034 F HEDGE FUNDS 213883371 F LOCAL REGION 3505296 F EMERGING MARKET 123480813 F 891924120 CONTRACT RETENTIONS 6014052 GATE STUDENT LOAN PROGRAM 563388 ASSET RETIREMENT OBLIGATION-FIN 47 5017252 FEDERAL LOAN PROGRAMS & STUDENT DEPOSITS 14784564 PRESENT VALUE OF ANNUITIES DUE 13512410 SWAP AGREEMENTS/CONTRACTS 31875967 FEDERAL, STATE, AND LOCAL TAXES PAYABLE 194117 MISC. OTHER LIABILITIES 111406 AGENCY FUNDING 46743 PV ANNUITIES FOR PROPERTY ACQS 1714073 F&A LIABILITY 2740484 76574456 X 1684398397 117659806 10946665 9076978 137683449 1546714948 630640462 630640462 2177355410 1128253790 10946665 5409179 16355844 1111897946 630551631 630551631 1742449577 PART III, LINE 4: CARNEGIE MELLON MAINTAINS VARIOUS ITEMS INCLUDING COLLECTIONS OF ART, HISTORIC ARTIFACTS AND OTHER SIMILAR ASSETS TO SUPPORT THE EDUCATION AND RESEARCH FUNCTIONS OF THE UNIVERSITY. PART V, LINE 4: THE CARNEGIE MELLON ENDOWMENT IS A COLLECTION OF INDIVIDUAL FUNDS PRIMARILY ESTABLISHED BY DONORS AND MANAGED BY THE UNIVERSITY AS A POOLED SET OF ASSETS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT 141 AND DONOR INTENT, THE UNIVERSITY SPENDS A PREDETERMINED PORTION OF THE ENDOWMENT INCOME EACH YEAR ON FACULTY SUPPORT, STUDENT SUPPORT, AND GENERAL UNIVERSITY SUPPORT. PART X, LINE 2: CARNEGIE MELLON IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS GENERALLY EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WAS NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2017 AND 2016. THE UNIVERSITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS SUBSEQUENT TO JUNE 30, 2013. THE UNIVERSITY'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,488,662. SUBSIDIARY REVENUE -482,475. RENTAL EXPENSE 558,021. CHANGE IN SWAP VALUE NET OF INTEREST EXP 7,752,205. TRANSLATION ADJUSTMENT & OTHER 40,304. UNCOLLECTIBLE PLEDGE WRITE OFFS -2,279,739. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 145,539,961. INVESTMENT MANAGER FEES 5,917,556. LOSS ON SALE OF ASSETS 17,005. NET LOSS FROM FUNDRAISING EVENTS -3,746. MPC ACCRUAL -6,438. LITIGATION PROCEEDS 479,115,060. LAMME DISTRIBUTION 61,064. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,488,662. SUBSIDIARY EXPENSE 1,362,496. RENTAL EXPENSE 558,021. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 145,539,961. INVESTMENT MANAGER FEES 5,917,556. TRANSLATION ADJUSTMENT & OTHER -37,951. LOSS ON SALE OF ASSETS 17,005. LEGAL FEES 227,348,716. ROYALTIES 251,766,344. 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 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. 1 EUROPE (INCLUDING ICELAND & GREENLAND) GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES 735853 MIDDLE EAST AND NORTH AFRICA GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES/PROGRAM SUPPORT 117881 SUB-SAHARAN AFRICA GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES 5247931 EAST ASIA AND THE PACIFIC GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES 3940634 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES 220274 MIDDLE EAST AND NORTH AFRICA GRANTS TO RECIPIENTS LOCATED IN REGION INTERNATIONAL STUDIES 5803335 CENTRAL AMERICA AND THE CARIBBEAN PROGRAM SERVICES EDUCATION 54091 EAST ASIA AND THE PACIFIC 2 96 PROGRAM SERVICES EDUCATION 6425626 EUROPE (INCLUDING ICELAND & GREENLAND) 11 PROGRAM SERVICES EDUCATION 3517266 MIDDLE EAST AND NORTH AFRICA 1 300 PROGRAM SERVICES EDUCATION 57585895 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PROGRAM SERVICES EDUCATION 446379 RUSSIA & THE NEWLY INDEPENDENT STATES PROGRAM SERVICES EDUCATION 46421 SOUTH AMERICA PROGRAM SERVICES EDUCATION 232422 SOUTH ASIA PROGRAM SERVICES EDUCATION 202771 SUB-SAHARAN AFRICA 1 116 PROGRAM SERVICES EDUCATION 6138704 EAST ASIA AND THE PACIFIC UNRELATED BUSINESS UBI EXPENSES 10537 CENTRAL AMERICA AND THE CARIBBEAN PORTFOLIO INVESTMENTS 421910372 EUROPE (INCLUDING ICELAND & GREENLAND) PORTFOLIO INVESTMENTS 1300 - 05/06/14 01:12PM INTERVIEW FORM 990F-1 65341932 SUB-SAHARAN AFRICA PORTFOLIO INVESTMENTS 8370029 EAST ASIA AND THE PACIFIC PORTFOLIO INVESTMENTS 13646991 NORTH AMERICA PORTFOLIO INVESTMENTS 2805830 MIDDLE EAST AND NORTH AFRICA RENTALS 138541 2 96 2 427 4 523 22545625 580394090 602939715 EUROPE (INCLUDING ICELAND & GREENLAND) SUBCONTRACTS 314483 CASH; ELECTRONIC FUND TRANSFER N/A N/A MIDDLE EAST AND NORTH AFRICA SUBCONTRACTS 117881 CASH; ELECTRONIC FUND TRANSFER N/A N/A NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES SUBCONTRACTS 220274 CASH; ELECTRONIC FUND TRANSFER N/A N/A SUB-SAHARAN AFRICA SUBCONTRACTS 200000 CASH; ELECTRONIC FUND TRANSFER N/A N/A EAST ASIA AND THE PACIFIC SUBCONTRACTS 318981 CASH; ELECTRONIC FUND TRANSFER N/A N/A 16 1 STUDENT SCHOLARSHIPS EAST ASIA AND THE PACIFIC 469 3621653 CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT N/A N/A STUDENT SCHOLARSHIPS MIDDLE EAST AND NORTH AFRICA 207 5803335 CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT N/A N/A STUDENT SCHOLARSHIPS SUB-SAHARAN AFRICA 268 5047931 CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT N/A N/A STUDENT SCHOLARSHIPS EUROPE 52 421370 CHECK; ELECTRONIC FUND TRANSFER; POSTING TO STUDENT ACCOUNT N/A N/A 1 0 1 1 1 1 PART I, LINE 2: CMU DISTRIBUTES LIMITED FINANCIAL AID AND GRANT FUNDS TO STUDENTS AT ITS INTERNATIONAL LOCATIONS PURSUANT TO A STATISTICAL MODEL THAT TAKES INTO ACCOUNT A STUDENT'S INTENDED COLLEGE MAJOR, ACADEMIC AND ARTISTIC TALENTS, AS WELL AS FINANCIAL NEED. SUCH FUNDS ARE TYPICALLY APPLIED DIRECTLY TO THEIR INDIVIDUAL ACCOUNTS IN FURTHERANCE OF THEIR EDUCATION AT CMU. SPONSORED PROJECT FUNDS ARE PASSED THROUGH TO SUB-GRANTEE ORGANIZATIONS BY CARNEGIE MELLON WHEN SUCH SUB-GRANTEE ARRANGEMENTS ARE APPROVED BY THE PRIMARY GRANT SPONSOR. THESE FUNDS ARE MONITORED BY THE OFFICE OF SPONSORED PROJECTS AND SPONSORED PROJECTS ACCOUNTING. 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EDUCATION/RESEARCH SUBCONTRACTS VIRGINIA TECH 300 TURNER ST SUITE 4200 BLACKSBURG VA 24061 546001805 115 79232 N/A N/A EDUCATION/RESEARCH SUBCONTRACTS VISIONQUEST SYSTEMS INC 3314 KEMPER RD ARLINGTON VA 22206 043692674 247392 N/A N/A EDUCATION/RESEARCH SUBCONTRACTS WAYNE STATE UNIVERSITY CASHIERS OFFICE PO BOX 02788 DETROIT MI 48202 383555142 501(C)(3) 175171 N/A N/A EDUCATION/RESEARCH SUBCONTRACTS WESLEYAN UNIVERSITY FINANCE/GRANTS ACCOUNTING 287 HIGH ST MIDDLETOWN CT 06459 060646959 501(C)(3) 100569 N/A N/A EDUCATION/RESEARCH SUBCONTRACTS WEST LIBERTY UNIVERSITY FOUNDATION INC 208 UNIVERSITY DR CSC 126 WEST LIBERTY WV 26074 550480299 501(C)(3) 84250 N/A N/A EDUCATION/RESEARCH SUBCONTRACTS WEST VIRGINIA UNIVERSITY RESEARCH CORP PO BOX 6002 MORGANTOWN WV 26506 550665758 501(C)(3) 232458 N/A N/A EDUCATION/RESEARCH SUBCONTRACTS 99 46 CMU SCHOLARSHIPS 1434 124769460 N/A N/A ENDOWED STUDENT SCHOLARSHIPS 8177 10811430 N/A N/A FEDERAL GRANT 710 2076176 N/A N/A EXTERNAL DONOR OR CORPORATE FUNDED SCHOLARSHIPS 331 2369154 N/A N/A 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, AS WELL AS FINANCIAL NEED. FOR STUDENTS, SUCH FUNDS ARE TYPICALLY APPLIED DIRECTLY TO THEIR INDIVIDUAL ACCOUNTS IN FURTHERANCE OF THEIR EDUCATION AT CMU. OTHER TYPES OF GRANTS AND ASSISTANCE MIGHT INCLUDE, FOR EXAMPLE, RECIPIENTS OF PRIZES AND AWARDS WHO HAVE MET THE SPECIFIC CRITERIA FOR THE PARTICULAR PRIZE OR AWARD TO BE SELECTED. IN THE CASE OF SCHOLARSHIPS AND FELLOWSHIPS, THE RECIPIENT IS OFTEN REQUIRED TO UTILIZE THE FUNDS IN FURTHERANCE OF THEIR EDUCATION AND RESEARCH AT CMU. GRANTS ARE ALSO MADE IN THE CONTEXT OF ACADEMIC OR RESEARCH PROGRAMS AND RECIPIENTS SPEND THEIR GRANT FUNDS UNDER THE SUPERVISION OF THE PROGRAM FOR THE USE OF THE FUNDS. SPONSORED PROJECT FUNDS ARE PASSED THROUGH TO SUB-GRANTEE ORGANIZATIONS BY CARNEGIE MELLON WHEN SUCH SUB-GRANTEE ARRANGEMENTS ARE APPROVED BY THE PRIMARY GRANT SPONSOR. FUNDS ARE SPENT UNDER THE SUPERVISION OF THE PRINCIPAL INVESTIGATORS AND ARE ACCOUNTABLE TO FEDERAL AND SPONSOR TERMS AND CONDITIONS. X X X X X X X 1 1 X X X X X X 1 1 0 0 0 0 0 1 0 EDWARD GREFENSTETTE VOTING TRUSTEE 0 500000 0 423000 0 6235 0 631352 0 15184 0 1575771 0 423000 TODD PRZYBYCIEN EX-OFFICIO TRUSTEE 155854 0 0 0 18422 0 16321 0 67034 0 257631 0 0 0 SUBRA SURESH PRESIDENT/EX-OFFICIO TRUSTEE 821047 15000 500000 0 238839 0 2109212 0 48696 0 3717794 15000 120000 0 FARNAM JAHANIAN PROVOST & CHIEF ACADEMIC OFFICER 552020 0 0 0 45988 0 21200 0 73788 0 692996 0 0 0 ANGELA BLANTON VP FOR FINANCE/CFO 249515 0 0 0 225 0 20539 0 14323 0 284602 0 0 0 JAY S CALHOUN TREASURER (EXIT 05/17) 239121 0 0 0 2806 0 19838 0 27400 0 289165 0 0 0 GINA CASALEGNO V.P. STUDT. AFRS. & DEAN OF STUDENTS 240170 0 0 0 1752 0 19600 0 5455 0 266977 0 0 0 MARY JO DIVELY VP/GENERAL COUNSEL 436017 0 500000 0 39355 0 21200 0 181136 0 1177708 0 0 0 CHARLES A KENNEDY CIO & INTERIM TREASURER (6/17-12/17) 306471 0 65578 0 27306 0 117498 0 23008 0 539861 0 31697 0 STEVE KLOEHN V.P. FOR MARKETING AND COMMUNICATION 296448 0 0 0 5448 0 21200 0 49544 0 372640 0 0 0 CATHY LIGHT CHIEF OF STAFF & SEC. OF THE CORP. 209139 0 0 0 5945 0 17400 0 34892 0 267376 0 0 0 RODNEY MCCLENDON V.P. FOR OPERATIONS 211217 0 0 0 1929 0 17200 0 7683 0 238029 0 0 0 ELIZABETH A MILAVEC ASST. TREASURER (EXIT 10/16) 254475 0 0 0 2291 0 21148 0 18900 0 296814 0 0 0 SCOTT MORY V.P. FOR UNIV. ADVANCEMENT 437057 0 0 0 33708 0 21200 0 8930 0 500895 0 0 0 JAMES H GARRETT DEAN CARNEGIE INSTITUTE OF TECHNOLOGY 362291 0 0 0 77443 0 21200 0 15976 0 476910 0 0 0 ANDREW MOORE DEAN, SCHOOL OF COMPUTER SCIENCE 537883 0 0 0 23951 0 21200 0 20970 0 604004 0 0 0 PAUL D NIELSEN CEO/DIRECTOR SEI 531665 0 0 0 56524 0 21200 0 6233 0 615622 0 0 0 ILKER BAYBARS DEAN & CEO QATAR CAMPUS 533956 0 0 0 731349 0 21200 0 29991 0 1316496 0 0 0 ROBERT DAMMON DEAN/ TEPPER SCHOOL OF BUSINESS 551588 0 0 0 29336 0 21200 0 15847 0 617971 0 0 0 KRZYSZTOF MATYJASZEWSKI JC WARNER UNIV. PROF OF NAT. SCI. 483540 0 0 0 37826 0 25917 0 13260 0 560543 0 0 0 RICHARD MUNDY CHIEF OPERATING OFFICER-QATAR 162331 0 0 0 424402 0 14878 0 49152 0 650763 0 0 0 RAMAMOORTHI RAVI PROFESSOR OF OPERATIONS RESEARCH 508175 0 0 0 19520 0 23602 0 12427 0 563724 0 0 0 JARED L COHON FORMER OFFICER/TRUSTEE 222705 0 0 0 22291 0 24157 0 16975 0 286128 0 0 0 PAMELA EAGER FORMER OFFICER 295385 0 0 0 13411 0 21200 0 21261 0 351257 0 0 0 CHERYL M HAYS FORMER OFFICER 175950 0 0 0 11460 0 15049 0 5417 0 207876 0 0 0 MARK S KAMLET FORMER OFFICER 427339 0 0 0 28523 0 25917 0 12367 0 494146 0 0 0 JOHN LEHOCZKY FORMER OFFICER 313878 0 0 0 21392 0 23702 0 19142 0 378114 0 0 0 MICHAEL C MURPHY FORMER OFFICER 307145 0 0 0 24730 0 21200 0 15783 0 368858 0 0 0 AMIR RAHNAMAY-AZAR FORMER OFFICER 258678 0 0 0 216761 0 21095 0 10753 0 507287 0 0 0 RANDAL E BRYANT FORMER KE 291772 0 0 0 2628 0 24908 0 19047 0 338355 0 0 0 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 EFFECTIVE JULY 1, 2017, DR. SURESH WAS NO LONGER EMPLOYED BY THE UNIVERSITY. IN CONJUNCTION WITH HIS DEPARTURE THE UNIVERSITY AND DR. SURESH NEGOTIATED SEVERANCE BENEFITS WHICH WERE ACCRUED AT JUNE 30, 2017 AND ARE INCLUDED IN PART II, COLUMN (C). ADDITIONALLY, DR. SURESH PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THESE BENEFITS ARE ALSO REPORTED IN PART II, COLUMN (C). AMIR RAHNAMAY-AZAR LEFT THE UNIVERSITY JUNE 2016. SEVERANCE BENEFITS, TOTALING $214,240 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 ACCRUED FOR BOOK PURPOSES AT JUNE 30, 2016. ALL BONUSES PAID WERE AWARDED AS A RESULT OF PERFORMANCE AND WERE APPROVED BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE OF THE UNIVERSITY. A ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY 251650137 01728RES4 2008-04-10 120820000 REFUNDING 2006A,B & 2007A. SEE PART VI FOR MORE DETAIL 0 0 0 B PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917RXJ9 2009-08-20 183259641 REFUNDING 1995 A-D & CAPITAL PROJECTS. SEE PART VI FOR MORE DETAIL 0 0 0 C ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY 251650137 01729EKV8 2012-03-01 118276655 REFUNDING 1998 & 2002. SEE PART VI FOR MORE DETAIL 0 0 0 D ALLEGHENY COUNTY HIGHER EDUCATION BUILDING AUTHORITY 251650137 01729EKY2 2013-02-14 60529980 REVENUE BONDS TO FINANCE NEW CONSTRUCTION. SEE PART VI FOR MORE DETAIL 0 0 0 A 120820000 493831 120326169 1 0 1 1 B 183272585 12991 1247008 15012697 166999889 2011 1 0 1 1 C 25280000 118276655 548445 117728211 1 0 1 1 D 60575582 36398 463813 60045471 29900 2016 0 0 0 1 A 0 1 1 1 1 1 0 0 1 B 0 1 1 1 1 1 0 0 1 D 0 1 1 1 1 1 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 0 1 1 0 0 0 0 1 C 0 0 1 1 1 0 0 0 1 D 0 1 0 0 0 0 0 1 1 A 1 B 1 C 1 D 1 COLUMN A PART I(F): BONDS CURRENT REFUNDED SERIES 2006AB BONDS (ISSUED DECEMBER 13, 2006) AND SERIES 2007 BONDS (ISSUED MARCH 1, 2007). PART II, LINE 13: SINCE PROCEEDS OF THE BONDS WERE ISSUED FOR REFUNDING PURPOSES, THE YEAR OF SUBSTANTIAL COMPLETION IS NOT APPLICABLE. PART III, LINE 7: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. PART IV, LINE 2(C): THE MOST RECENT REBATE REPORT WAS PREPARED BY THE BORROWER AND DATED APRIL 26, 2013. COLUMN B DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. PART I(F): THE REFUNDING PORTION OF THE BONDS CURRENT REFUNDED SERIES 1995ABCD BONDS (ISSUED OCTOBER 26, 1995). PART III, LINE 7: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. PART IV, LINE 2(B): THE REFUNDING AND NEW MONEY PORTIONS OF THE BONDS HAVE MET THE 6-MONTH AND 18-MONTH EXPENDITURE EXCEPTIONS TO THE REBATE REQUIREMENT, RESPECTIVELY. PART IV, LINE 2(C): THE BONDS HAVE MET AN EXCEPTION TO THE REBATE REQUIREMENT AND; THEREFORE, NO COMPUTATION HAS BEEN, OR EVER WILL BE, PREPARED FOR THE BONDS. COLUMN C PART I(F): THE BONDS CURRENT REFUNDED PORTIONS OF THE OUTSTANDING SERIES 1998 BONDS (ISSUED DECEMBER 30, 1998) AND SERIES 2002 BONDS (ISSUED MARCH 27, 2002). PART II, LINE 13: SINCE PROCEEDS OF THE BONDS WERE ISSUED FOR REFUNDING PURPOSES, THE YEAR OF SUBSTANTIAL COMPLETION IS NOT APPLICABLE. PART III: BECAUSE PROCEEDS OF THE BONDS WERE ISSUED TO REFUND BONDS ISSUED BEFORE JANUARY 1, 2003, THE ISSUER HAS NOT COMPLETED PART III WITH RESPECT TO THE BONDS. PART IV, LINE 2(B): BONDS HAVE MET THE 6-MONTH EXPENDITURE EXCEPTION TO THE REBATE REQUIREMENT. PART IV, LINE 2(C): THE BONDS HAVE MET AN EXCEPTION TO THE REBATE REQUIREMENT AND; THEREFORE, NO COMPUTATION HAS BEEN, OR EVER WILL BE, PREPARED FOR THE BONDS. COLUMN D THE DIFFERENCE BETWEEN PART I(E) AND PART II, LINE 3 IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. PART III, LINE 7: AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6, IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. C BRODSKY M. KAMLET- CMU FORMER OFFICER- HUSBAND OF C. BRODSKY- CMU EMPLOYEE 125243 SEE PART V COMPENSATION FOR PROFESSOR OF COLLEGE OF FINE ARTS 0 L SMITH J. GARRETT- CMU KEY EMPLOYEE- BROTHER OF L. SMITH- CMU EMPLOYEE 77734 SEE PART V COMPENSATION FOR ASSISTANT DIRECTOR OF STUDENT ACCOUNTS 0 R EAGER P. EAGER - CMU FORMER OFFICER- WIFE OF R. EAGER - CMU EMPLOYEE 75196 SEE PART V COMPENSATION FOR ASSOCIATE DIRECTOR, CIT 0 R BLANTON A. BLANTON - CMU OFFICER - WIFE OF R. BLANTON - CMU EMPLOYEE 255027 SEE PART V COMPENSATION FOR PROFESSOR OF ELECTRICAL & COMPUTER ENGINEERING 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 125883172 A SUBSTANTIAL CONTRIBUTOR TO THE UNIVERSITY RECEIVED ROYALTIES DURING THE FISCAL YEAR IN ACCORDANCE WITH THE UNIVERSITY'S INTELLECTUAL PROPERTY POLICY. 0 X 1 82000 APPRAISAL X 1 26458 FAIR MARKET VALUE X 273 10995423 FAIR MARKET VALUE X COMPUTER EQPT 7 373974 FAIR MARKET VALUE X MUSIC EQPT 2 211000 APPRAISAL X ALUMNI EVENT 43 51156 COST X MISCELLANEOUS EQPT 1 2764 FAIR MARKET VALUE 3 0 1 0 PART I, COLUMN (B): THE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS CARNEGIE MELLON UNIVERSITY RECEIVED FOR EACH TYPE OF PROPERTY FOR THE YEAR ENDED JUNE 30, 2017. 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. JAMES ROHR, SUBRA SURESH AND EDWARD GREFENSTETTE 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 SHALL BE FULL VOTING MEMBERS OF THE BOARD OF TRUSTEES,WITH ALL RIGHTS AND RESPONSIBILITES THERETO, EXCEPT AS FOLLOWS: THEY SHALL BE WELCOME AT ALL OPEN SESSIONS OF ALL FULL BOARD MEETINGS AND, IF REQUESTED BY THE CHAIR, AT CLOSED EXECUTIVE SESSIONS; AND THE PRESIDENT OF CARNEGIE MELLON UNIVERSITY SHALL HAVE NO VOTING RIGHTS WHEN SERVING AS A MEMBER OF THE AUDIT COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B CARNEGIE MELLON UNIVERSITY'S TAX DEPARTMENT IS RESPONSIBLE FOR GATHERING RELEVANT INFORMATION AND PREPARING THE ANNUAL FORM 990. ONCE THE FORM IS COMPLETE IN DRAFT STATUS, IT IS REVIEWED WITH CARNEGIE MELLON'S INDEPENDENT CERTIFIED PUBLIC ACCOUNTING (CPA) FIRM. UPON COMPLETION OF INDEPENDENT REVIEW BY THE CPA FIRM, THE FORM IS REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND CHIEF FINANCIAL OFFICER, ASSOCIATE VICE PRESIDENT FOR FINANCE AND CONTROLLER, INTERIM PRESIDENT, TAX DEPARTMENT AND THEN PRESENTED TO AND REVIEWED WITH 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 CORPORATION SENDING AN ELECTRONIC CONFLICT OF INTEREST QUESTIONNAIRE TO THE ABOVE NOTED INDIVIDUALS. COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SECRETARY OF THE CORPORATION FOR EVALUATION OF ACTUAL OR PERCEIVED CONFLICTS BY THE INSTITUTION, REVIEWED BY THE OFFICE OF GENERAL COUNSEL, AND ANNUAL REPORTING IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ALL OFFICERS AND MEMBERS OF THE BOARD ARE REQUIRED TO DISCLOSE CONFLICTS TO THE SECRETARY 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, OFFICERS AND KEY EMPLOYEES. THE COMMITTEE OBTAINS APPROPRIATE ANALYSES AND STUDIES PREPARED BY THE ADMINISTRATION AND INDEPENDENT EXTERNAL SOURCES WITH RESPECT TO COMPENSATION FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS TO AID IN EVALUATING COMPENSATION AND BENEFIT PLAN LEVELS, PRACTICES AND STRATEGIES TO ENSURE THAT THE UNIVERSITY'S COMPENSATION LEVELS AND PRACTICES ARE COMPARABLE TO SIMILAR ORGANIZATIONS AND APPROPRIATE TO ATTRACT, OBTAIN AND RETAIN QUALIFIED PERSONNEL. THIS INCLUDES REVIEWING SURVEY DATA FOR SIMILAR POSITIONS AMONG A SELECT GROUP OF PEER INSTITUTIONS. THE COMMITTEE SUBMITS ITS RECOMMENDATIONS FOR THE PRESIDENT'S TOTAL COMPENSATION PACKAGE TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE RECEIVES AN ANNUAL REPORT FROM THE UNIVERSITY'S COMPENSATION COMMITTEE INCLUDING SIGNIFICANT COMPENSATION AND BENEFIT PLAN POLICY CHANGES. IT REPORTS TO THE FULL BOARD ON THIS AND THE COMPETITIVENESS OF THE UNIVERSITY'S COMPENSATION LEVELS AND BENEFIT PLANS IN RELATION TO PEER INSTITUTIONS. FORM 990, PART VI, SECTION C, LINE 19 CARNEGIE MELLON UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION. THE DOCUMENTS ARE AVAILABLE UPON REQUEST OR CAN BE OBTAINED BY VISITING THE WEBSITE AT WWW.CMU.EDU. FORM 990, PART VII, SECTION A, LINE 1A: THE BOARD OF TRUSTEES MAY GRANT THE STATUS OF EMERITUS TRUSTEE TO THOSE MEMBERS WHO HAVE MADE DISTINGUISHED CONTRIBUTIONS TO THE UNIVERSITY AND WHO HAVE ATTAINED AT LEAST AGE 60 OR A MAXIMUM OF AGE 75. THE BOARD OF TRUSTEES MAY, AT ANY TIME OR FROM TIME TO TIME CHANGE THE AGE AT WHICH TRUSTEES MUST BE GRANTED EMERITUS, A STATUS, OR RESIGN FROM THE BOARD. EMERITUS A TRUSTEES SHALL BE WELCOME AT ALL FULL BOARD MEETINGS; ALL MEETINGS OF THE ADVANCEMENT, EDUCATIONAL AFFAIRS AND ENROLLMENT, AND RESEARCH, INNOVATION AND ENTREPRENEURSHIP COMMITTEES OF THE BOARD OF TRUSTEES; SHALL RECEIVE ALL NOTICES, MINUTES AND REPORTS OF SAID MEETINGS, SHALL BE FREE TO PARTICIPATE IN DISCUSSIONS, BUT SHALL BE WITHOUT A VOTE ON ANY MATTER. EMERITUS TRUSTEES SHALL BE WELCOME AT ALL BOARD AND UNIVERSITY EVENTS. THE FOLLOWING INDIVIDUALS WERE EMERITUS LIFE TRUSTEES OF CARNEGIE MELLON'S BOARD OF TRUSTEES: PAUL A. ALLAIRE, ARTHUR H. ARONSON, JOHN BERTUCCI, CAROL R. BROWN, ROBERT M. BROWN III, W. LOGAN DICKERSON, WILLIAM B. ELLIS, CYNTHIA FRIEDMAN, HENRY GAILLOT, CLAIRE W. GARGALLI, 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, E. KEARS POLLOCK, CHARLES J. QUEENAN, JR. ESQ, JOHN G. RANGOS, SR., DAVID RODERICK, VINCENT A. SARNI, JOYCE B. SCOTT, RAYMOND W. SMITH, JAMES C. STADLER, 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 50 HOURS PER WEEK; HOWEVER, THE ACTUAL NUMBER OF HOURS WORKED VARIES BETWEEN 50-80 HOURS PER WEEK. FORM 990, PART VIII, LINE 11A & PART IX, LINE 11B & 15 DURING THE FISCAL YEAR ENDED JUNE 30, 2017, THE UNIVERSITY RECEIVED A LITIGATION SETTLEMENT IN THE AMOUNT OF $750 MILLION AS A RESULT OF INFRINGEMENT OF TWO PATENTS OWNED BY THE UNIVERSITY. THE NET AMOUNT RETAINED BY THE UNIVERSITY AFTER LEGAL FEES AND ROYALTIES PAID IN ACCORDANCE WITH THE UNIVERSITY'S INTELLECTUAL PROPERTY POLICY APPROXIMATED $270.9 MILLION. FORM 990, PART XI, LINE 9: LAMME UNREALIZED GAINS/LOSS -97,587. CHANGE IN SWAP VALUE NET OF INTEREST EXPENSE & OTHER 7,753,338. NET LOSS FROM FUNDRAISING EVENTS 3,746. UNCOLLECTIBLE PLEDGE WRITE OFFS -2,279,739. MPC ACCRUAL 6,438. 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. 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