efile Public Visual Render
ObjectId: 201631309349300143 - Submission: 2016-05-09
TIN: 25-0969449
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Information about Schedule R (Form 990) and its instructions is at
www.irs.gov/form990
.
OMB No. 1545-0047
20
14
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
,
PA
15213
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
,
PA
15213
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
,
PA
15213
20-4393107
GRANT FUND
PA
501(C)(3)
509(A)(3)
CARNEGIE MELLON UNIVERSITY
No
(3)
MPC CORPORATION
5000 FORBES AVENUE
PITTSBURGH
,
PA
15213
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
,
PA
15219
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
Page 2
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
,
PA
15222
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
,
PA
15213
NO ACTIVITY
PA
N/A
(3)
CLEARMODEL LLC
11 STANWIX STREET 11TH FLOOR
PITTSBURGH
,
PA
15222
30-0750321
RESEARCH AND DEVELOPMENT
PA
N/A
(4)
ACATAR LLC
2100 WHARTON STREET
PITTSBURGH
,
PA
15203
90-0870848
EDUCATION
PA
N/A
(5)
ICARNEGIE GLOBAL LEARNING LLC
210 SIXTH AVENUE SUITE 3570
PITTSBURGH
,
PA
15222
38-3887172
EDUCATION
PA
N/A
(6)
ACROBATIQ LLC
2100 WHARTON STREET
PITTSBURGH
,
PA
15203
90-0947643
EDUCATION
PA
N/A
(7)
SYSTEMIQ LLC
5000 FORBES AVENUE
PITTSBURGH
,
PA
15213
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
,
PA
15213
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
Page 3
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
Page 4
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
Page 5
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: