2025-11-13T16:07:39-06:00 2024-12-31 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2024-01-01 204393107 JACK G BUNCHER CHARITABLE FUND FOR CMU % CARRIE NELSON JACK 4122689519 5000 FORBES AVENUE C/O TAX DEPT PITTSBURGH PA 15213 CARRIE NELSON TREASURER 4122689519 2025-11-10 true true ALBERT N ANTONELLI P01496650 2673303000 2025-11-01 2024 2025-03-06 01:10:19Z MARY JO DIVELY 5000 FORBES AVENUE PITTSBURGH PA 15213 1242400 false X N/A X 2006 PA SUPPORTING ORGANIZATION FOR CARNEGIE MELLON UNIVERSITY. 7 3 0 0 0 0 500000 500000 0 0 952400 742400 0 0 1452400 1242400 1267200 1241600 0 0 0 0 0 0 0 0 0 1267200 1241600 185200 800 7617071 7667864 0 0 7617071 7667864 X SUPPORTING ORGANIZATION THAT MAKES GRANTS TO SUPPORT PROGRAMS AND FURTHER THE PURPOSE OF CARNEGIE MELLON UNIVERSITY. false false 1241600 1241600 0 PROVIDES GRANTS TO SUPPORT PROGRAMS AND FURTHER THE PURPOSE OF CARNEGIE MELLON UNIVERSITY. 1241600 true true false false false false false false false false false true false false false true false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 7 3 true false false false false false false true true false false false false false false false false false X CARRIE NELSON 4122681358 5000 FORBES AVENUE PITTSBURGH PA 15213 MARY JO DIVELY PRESIDENT 0.5 50.0 X X 0 840612 57305 PAMELA EAGER VICE PRESIDENT 0.5 50.0 X X 0 463522 61463 CARRIE NELSON TREASURER 1.0 50.0 X X 0 314659 48397 JENNIFER SOBOL SECRETARY 0.25 50.0 X X 0 153422 45483 THOMAS BALESTRERI DIRECTOR 0.5 0.0 X 0 0 0 JOSEPH JACKOVIC DIRECTOR 1.0 0.0 X 0 0 0 HOWARD RIEGER DIRECTOR 0.25 0.0 X 0 0 0 0 1772215 212648 0 false true false 0 500000 500000 0 742400 0 0 742400 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1242400 0 0 742400 1241600 1241600 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1241600 1241600 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7431870 7481864 0 0 0 0 185201 186000 7617071 7667864 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 7617071 7667864 7617071 7667864 7617071 7667864 800 49993 X X false true X true false X X X 1 CARNEGIE MELLON UNIVERSITY 250969449 2 true 1241600 0 1 1241600 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED STOCK IN THE BUNCHER COMPANY 7481864 F 7481864 0 0 X SCHEDULE D, PART X, LINE 2: TEXT OF FIN 48 (ASC 740) THIS ORGANIZATION IS AN AFFILIATE OF THE CARNEGIE MELLON UNIVERSITY ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2025 FINANCIAL STATEMENTS OF THE UNIVERSITY: CARNEGIE MELLON IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS GENERALLY EXEMPT FROM INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE UNIVERSITY ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2025 AND 2024. 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, 2021. true CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 250969449 501(C)(3) 1241600 0 N/A N/A PROGRAM 1 0 PART I, LINE 2: THE JACK G. BUNCHER CHARITABLE FUND FOR CARNEGIE MELLON UNIVERSITY IS A SUPPORTING ORGANIZATION THAT PROVIDES GRANT FUNDS TO SUPPORT PROGRAMS AND FURTHER THE PURPOSE OF CARNEGIE MELLON UNIVERSITY. THE BOARD OF DIRECTORS DIRECTS THE AMOUNT OF FUNDS USED AS EXPENDABLE SCHOLARSHIPS AND PROGRAM SUPPORT. false false false false false false false false false MARY JO DIVELY PRESIDENT 0 722587 0 40000 0 78025 0 27600 0 29705 0 897917 0 0 PAMELA EAGER VICE PRESIDENT 0 433522 0 0 0 30000 0 27600 0 33863 0 524985 0 0 CARRIE NELSON TREASURER 0 310175 0 0 0 4484 0 25063 0 23334 0 363056 0 0 JENNIFER SOBOL SECRETARY 0 152161 0 0 0 1261 0 12843 0 32640 0 198905 0 0 PART I, LINE 3: AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION, CARNEGIE MELLON UNIVERSITY ("UNIVERSITY"), WHICH USES ONE OR MORE OF THE METHODS DESCRIBED ON LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. THE UNIVERSITY'S COMPENSATION REVIEW AND APPROVAL PROCESS IS PROVIDED BELOW. THE UNIVERSITY'S COMPENSATION 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 A, LINE 2: ALL MEMBERS OF THE BOARD SHARE A BUSINESS RELATIONSHIP WITH EACH OTHER. 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 FOR THE JACK G. BUNCHER CHARITABLE FUND FOR CARNEGIE MELLON UNIVERSITY. 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 AND SIGNED BY CARNEGIE MELLON'S ASSOCIATE VICE PRESIDENT FOR FINANCE AND CONTROLLER, WHO SERVES AS THE TREASURER OF THE BOARD FOR THE JACK G. BUNCHER CHARITABLE FUND FOR CARNEGIE MELLON UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 12, 13, 14: THE JACK G. BUNCHER CHARITABLE FUND FOR CARNEGIE MELLON UNIVERSITY IS A SUPPORTING ORGANIZATION WHICH PROVIDES FUNDS SOLELY TO CARNEGIE MELLON UNIVERSITY. AS A RESULT OF THIS ACTIVITY, SUCH POLICIES ARE NOT NECESSARY IN THE ORDINARY COURSE OF BUSINESS. IF NECESSARY, THE JACK G. BUNCHER CHARITABLE FUND FOLLOWS THE POLICIES OF THE SUPPORTED ORGANIZATION, CARNEGIE MELLON UNIVERSITY. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS OF THE JACK G. BUNCHER CHARITABLE FUND FOR CARNEGIE MELLON UNIVERSITY ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XII: AS A SUPPORTING ORGANIZATION AND SUBSIDIARY OF CARNEGIE MELLON UNIVERSITY, THE JACK G. BUNCHER CHARITABLE FUND FOR CARNEGIE MELLON UNIVERSITY DOES NOT HAVE SEPARATE FINANCIAL STATEMENTS COMPILED OR REVIEWED BY AN INDEPENDENT ACCOUNTANT; INSTEAD, IT IS PART OF THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS THAT ARE AUDITED BY AN INDEPENDENT ACCOUNTANT. CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 250969449 EDUCATION/RES PA 501(C)(3) 2 NA false BENJAMIN GARVER LAMME SCHOLARSHIP FUND 5000 FORBES AVENUE PITTSBURGH PA 15213 256030362 FELLOWSHIP FU PA 501(C)(3) 12a Type I CMU false MPC CORPORATION 5000 FORBES AVENUE PITTSBURGH PA 15213 251128244 RESEARCH&DEV PA 501(C)(3) 12a Type I NA false THE DIETRICH FOUNDATION 600 GRANT STREET SUITE 5360 PITTSBURGH PA 15219 364711746 PHILANTHROPY PA 501(C)(3) 12a Type I NA false ADVANCED ROBOTICS FOR MANUFACTURING INST 4501 LYTLE STREET MILL 19A STE 200 PITTSBURGH PA 15207 812812384 RESEARCH&DEV PA 501(C)(3) 7 CMU false CARNEGIE INNOVATIONS LLC 2405 WILLOW OAK DRIVE ALLISON PARK PA 15101 455177927 EDUCATION PA NA N/A 0 0 0 0.00000 ICARNEGIE GLOBAL LEARNING LLC 210 SIXTH AVENUE SUITE 3570 PITTSBURGH PA 15222 383887172 EDUCATION PA NA N/A 0 0 0 0.00000 CL ACQUISITION LLC 5000 FORBES AVENUE PITTSBURGH PA 15213 NO ACTIVITY PA NA N/A 0 0 0 0.00000 SYSTEMIQ LLC 5000 FORBES AVENUE PITTSBURGH PA 15213 352506818 NO ACTIVITY PA NA N/A 0 0 0 0.00000 Acadian Emerging Markets ex-China Equity 260 Franklin Street BOSTON MA 02110 881062954 INVESTING MA NA N/A 0 0 0 0.00000 ICARNEGIE INTERNATIONAL LTD C/O APPLEBY CANONS COURT 22 VICT PO BOX HM HAMILTON HMEX BD EDUCATION BD NA C CORP 0 0 0.00000 false false true false false false false false false false false false false false false false false false false false