2023-11-14T09:59:42-06:00 2022-12-31 990 2022-01-01 256030362 BENJAMIN GARVER LAMME SCHOLARSHIP FUND BENJ 4122683260 5000 FORBES AVENUE CO PROVOST PITTSBURGH PA 15213 JAMES H GARRETT JR TRUSTEE 4122683260 2023-11-06 JAMES GARRETT JR 999009999 1 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES H GARRETT JR 5000 FORBES AVENUE PITTSBURGH PA 15213 56418 0 X N/A X 2002 PA SUPPORTING ORGANIZATION OF CARNEGIE MELLON UNIVERSITY BY PROVIDING FELLOWSHIP AWARDS TO GRADUATE DEGREE STUDENTS IN ELECTRICAL AND COMPUTER ENGINEERING. 0 0 0 0 0 0 0 0 0 0 128446 56418 0 0 128446 56418 70335 75430 0 0 0 0 0 0 0 4513 5071 74848 80501 53598 -24083 2083560 1860275 0 0 2083560 1860275 X SEE SCHEDULE O 0 0 75430 75430 ALLOCATION TO CARNEGIE MELLON UNIVERSITY FOR THE PURPOSE OF PROVIDING FELLOWSHIP AWARDS TO STUDENTS AS DESCRIBED IN SCHEDULE O. 75430 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 X JAMES H GARRETT JR 4122683260 5000 FORBES AVENUE PITTSBURGH PA 15213 JAMES H GARRETT JR TRUSTEE 0.10 50.00 X 0 759095 49569 0 759095 49569 0 0 1 0 0 X 3494 3494 52924 52924 52924 56418 0 0 56418 75430 75430 4979 4979 RENT EXPENSE 92 92 80501 75430 5071 0 18752 31610 2064808 1828665 2083560 1860275 0 0 X 2083560 1860275 2083560 1860275 2083560 1860275 X -24083 -212721 13519 X X 0 0 0 X X X 1 CARNEGIE MELLON UNIVERSITY 250969449 2 1 75430 0 1 75430 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION B, QUESTION 1: ACCORDING TO THE TRUST DOCUMENT OF THE BENJAMIN GARVER LAMME SCHOLARSHIP FUND THE PROVOST OF CARNEGIE MELLON UNIVERSITY SHALL SERVE AS THE SOLE INDIVIDUAL TRUSTEE OF THE BENJAMIN GARVER LAMME SCHOLARSHIP FUND. THE FUNDS HAVE BEEN INVESTED WITH THE UNIVERSITY'S ENDOWMENT AND IS MONITORED BY CARNEGIE MELLON UNIVERSITY'S INVESTMENT OFFICE. 0 EQUITY ASSETS 411937 F FIXED INCOME ASSETS 222659 F ALTERNATIVE INVESTMENTS 1194069 F 1828665 1 CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 250969449 501(C)(3) 75430 0 N/A N/A FELLOWSHIP/SCHOLARSHIP 1 0 PART I, LINE 2: THE SCHOLARSHIP FUND MAKES ANNUAL DISTRIBUTIONS TO CARNEGIE MELLON UNIVERSITY WHICH IS USED FOR THE PURPOSE OF PROVIDING FELLOWSHIP AWARDS TO STUDENTS PURSUING A GRADUATE DEGREE IN ELECTRICAL AND COMPUTER ENGINEERING IN THE UNIVERSITY'S COLLEGE OF ENGINEERING DEPARTMENT OF ELECTRICAL & COMPUTER ENGINEERING. THE UNIVERSITY IS RESPONSIBLE FOR IDENTIFYING AND SELECTING ELIGIBLE GRADUATE STUDENTS ENROLLED AT THE UNIVERSITY AS RECIPIENTS OF FELLOWSHIPS. FELLOWSHIPS ARE AWARDED IN ACCORDANCE WITH SUCH PRACTICES, PROCEDURES, AND REGULATIONS, AND SUBJECT TO SUCH TERMS AND CONDITIONS, AS THE UNIVERSITY'S DEAN OF THE COLLEGE OF ENGINEERING SHALL PRESCRIBE FROM TIME TO TIME IN CONSULTATION WITH THE UNIVERSITY'S HEAD OF THE DEPARTMENT OF ELECTRICAL AND COMPUTER ENGINEERING. 0 0 0 0 0 0 0 0 0 JAMES H GARRETT JR TRUSTEE 0 646874 0 50000 0 62221 0 24400 0 25169 0 808664 0 0 FORM 990, PART III, LINE 1: THE BENJAMIN GARVER LAMME SCHOLARSHIP FUND ("SCHOLARSHIP FUND") IS A TYPE 1 SUPPORTING ORGANIZATION OF CARNEGIE MELLON UNIVERSITY, ("UNIVERSITY") AN EXEMPT PUBLIC CHARITY DESCRIBED IN SECTIONS 501(C)(3), 509(A)(1) AND 170(B)(1)(A)(II). THE SCHOLARSHIP FUND MAKES ANNUAL DISTRIBUTIONS TO THE UNIVERSITY WHICH THE UNIVERSITY USES FOR THE PURPOSE OF PROVIDING FELLOWSHIP AWARDS TO STUDENTS PURSUING A GRADUATE DEGREE IN ELECTRICAL AND COMPUTER ENGINEERING IN THE UNIVERSITY'S COLLEGE OF ENGINEERING. THE UNIVERSITY IS RESPONSIBLE FOR IDENTIFYING AND SELECTING ELIGIBLE GRADUATE STUDENTS ENROLLED AT THE UNIVERSITY AS RECIPIENTS OF FELLOWSHIPS. FELLOWSHIPS ARE AWARDED IN ACCORDANCE WITH SUCH PRACTICES, PROCEDURES, AND REGULATIONS, AND SUBJECT TO SUCH TERMS AND CONDITIONS, AS THE UNIVERSITY'S DEAN OF THE COLLEGE OF ENGINEERING SHALL PRESCRIBE FROM TIME TO TIME IN CONSULTATION WITH THE UNIVERSITY'S HEAD OF THE DEPARTMENT OF ELECTRICAL AND COMPUTER ENGINEERING. FORM 990, PART VI, SECTION A, LINE 8A THE BENJAMIN GARVER LAMME SCHOLARSHIP FUND IS A SUPPORTING ORGANIZATION WHICH PROVIDES FUNDS SOLELY TO CARNEGIE MELLON UNIVERSITY. THE FUND DOES NOT HAVE NOR REQUIRED TO HAVE A GOVERNING BODY OTHER THAN THE PROVOST OF CARNEGIE MELLON UNIVERSITY SERVING AS THE SOLE TRUSTEE AS GOVERNED BY THE FUND'S TRUST AGREEMENT. FORM 990, PART VI, SECTION A, LINE 8B THE BENJAMIN GARVER LAMME SCHOLARSHIP FUND IS A SUPPORTING ORGANIZATION WHICH PROVIDES FUNDS SOLELY TO CARNEGIE MELLON UNIVERSITY. THE FUND DOES NOT HAVE NOR REQUIRED TO HAVE A GOVERNING BODY OTHER THAN THE PROVOST OF CARNEGIE MELLON UNIVERSITY SERVING AS THE SOLE TRUSTEE AS GOVERNED BY THE FUND'S TRUST AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY THE TAX DEPARTMENT OF CARNEGIE MELLON UNIVERSITY AND IS REVIEWED BY THE DIRECTOR OF TAX AND ACCOUNTS PAYABLE, SENIOR DIRECTOR OF THE CONTROLLER'S OFFICE AND ASSOCIATE VICE PRESIDENT FOR FINANCE AND CONTROLLER. AFTER THIS REVIEW IS COMPLETED IT IS PRESENTED TO THE PROVOST OF CARNEGIE MELLON UNIVERSITY, AS TRUSTEE FOR THE BENJAMIN GARVER LAMME SCHOLARSHIP FUND, FOR FINAL REVIEW. FORM 990, PART VI, SECTION B, LINE 12,13,14: THE BENJAMIN GARVER LAMME SCHOLARSHIP FUND 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. THE SOLE TRUSTEE OF THE FUND IS THE PROVOST OF CARNEGIE MELLON UNIVERSITY AND AS NECESSARY, THE BENJAMIN GARVER LAMME SCHOLARSHIP FUND FOLLOWS THE POLICIES OF THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE BENJAMIN GARVER LAMME SCHOLARSHIP FUND IS A FUND THAT IS INVESTED AND MANAGED IN A SEGREGATED ACCOUNT WITH CARNEGIE MELLON UNIVERSITY'S ENDOWMENT. AS A RESULT, CARNEGIE MELLON UNIVERSITY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART VIII, LINE 7A &7B: THE FUND IS INVESTED AND MANAGED IN A SEGREGATED ACCOUNT WITHIN CARNEGIE MELLON UNIVERSITY'S ENDOWMENT. IT WAS NOT POSSIBLE TO PINPOINT THE SPECIFIC GROSS SALES AMOUNT AND COST BASIS ALLOCABLE TO THE FUND. FORM 990, PART XI, LINE 9: ADJUSTMENTS TO RECONCILE TO INVESTMENT POOL BALANCE 13,519. PART XII: AS A SUPPORTING ORGANIZATION AND SUBSIDIARY OF CARNEGIE MELLON UNIVERSITY, THE BENJAMIN GARVER LAMME SCHOLARSHIP FUND DOES NOT HAVE SEPARATE FINANCIAL STATEMENTS COMPILED OR REVIEWED BY AN INDEPENDENT ACCOUNTANT; INSTEAD, IT IS PART OF CARNEGIE MELLON'S CONSOLIDATED FINANCIAL STATEMENTS THAT ARE AUDITED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 250969449 EDUCATION/RESEARCH PA 501(C)(3) 509(A)(3) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARNEGIE MELLON UNIVERSITY B 75430 FMV