Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
RK MELLON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON CENTER 500 GRANT ST 410
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152192502
A Employer identification number

25-1356145
B Telephone number (see instructions)

(412) 392-2800
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$52,976,261J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 888,374 624,202 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 520,650
b Gross sales price for all assets on line 6a 413,013
7 Capital gain net income (from Part IV, line 2)... 1,559,174
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,811,532 277,825  
12 Total. Add lines 1 through 11........ 3,220,556 2,461,201  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 132,438 64,078   68,360
14 Other employee salaries and wages...... 158,851 11,898   146,953
15 Pension plans, employee benefits....... 94,632 21,769   72,863
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 47,145 0   21,919
c Other professional fees (attach schedule).... Click to see attachment 48,355 48,355   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 92,702 12,597   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 15,498 0   15,498
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 128 0   128
23 Other expenses (attach schedule)....... Click to see attachment 41,203 8,733   32,470
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 630,952 167,430   358,191
25 Contributions, gifts, grants paid....... 1,901,640 1,951,640
26 Total expenses and disbursements. Add lines 24 and 25 2,532,592 167,430   2,309,831
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 687,964
b Net investment income (if negative, enter -0-) 2,293,771
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,358,244 925,596 925,596
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 31,141,092 Click to see attachment32,283,183 52,050,665
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,499,336 33,208,779 52,976,261
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 674,000 461,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment-11,980 Click to see attachment9,499
23 Total liabilities (add lines 17 through 22)......... 662,020 470,499
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 31,837,316 32,738,280
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 31,837,316 32,738,280
30 Total liabilities and net assets/fund balances (see instructions). 32,499,336 33,208,779
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
31,837,316
2
Enter amount from Part I, line 27a .....................
2
687,964
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
213,000
4
Add lines 1, 2, and 3 ..........................
4
32,738,280
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,738,280
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MUTUAL FUND CAPITAL GAINS DISTRIBUTIONS P    
b BOND FUND CAPITAL GAINS/LOSSES P    
c ABERDEEN INTERNATIONAL PARTNERS, L.P. P    
d ABERDEEN NEXT GENERATION PARTNERS V, LP P    
e ABERDEEN US PRIVATE EQUITY II LP P    
ABERDEEN US PRIVATE EQUITY III LP P    
ABERDEEN US PRIVATE EQUITY VII, LP P    
ABERDEEN VENTURE PARTNERS V LP P    
ABERDEEN VENTURE PARTNERS VI, LP P    
BRANDYWINE GLOBAL UNCONSTRAINED FIXED INCOME FUND P    
CARLYLE ASIA GROWTH PARTNERS III, L.P. P    
CARLYLE PARTNERS V, L.P. P    
CARLYLE REALTY PARTNERS IV LP P    
CARLYLE REALTY PARTNERS V LP P    
CRP IV AIV LP P    
CRP V AIV LP P    
ENERGY TRUST PARTNERS III LP P    
GLOBAL EQUITY PLUS FUND P    
GREENSPRING GLOBAL PARTNERS IX-B P    
OAKTREE GLOBAL HIGH YIELD BOND FUND, LP P    
OAKTREE HIGH INCOME CONVERTIBLE FUND II LP P    
OAKTREE HIGH YIELD PLUS FEEDER FUND, L.P. P    
OAKTREE JAPAN OPPORTUNITIES VALUE FUND, LP P    
OCM OPPORTUNITIES FUND VII, L.P. P    
OCM OPPORTUNITIES FUND VIIB AIF (CAYMAN), L.P. P    
OCM OPPORTUNITIES FUND VIIB L.P. P    
OCM PRINCIPAL OPPORTUNITIES FUND IV, L.P. P    
REDPOINT VENTURES III LP P    
RIVERSTONE/CARLYLE TE PARTNERS IV LP P    
WGI EMERGING MARKETS FUND LLC P    
GAIN FROM DISPOSITION OF OAKTREE JAPAN OPP VALUE FUND, LP P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 400,823     400,823
b 12,190     12,190
c       151,929
d       99,693
e       5,046
      111,113
      122,033
      17,736
      256,519
      -29,433
      -17,733
      13
      -24,178
      -30,216
      35,103
      49,538
      -1,755
      135,511
      -446
      23,440
      27,289
      30
      25,694
      -4,996
      402
      -3,709
      -12,689
      3,897
      112
      54,235
      151,983
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       400,823
b       12,190
c       151,929
d       99,693
e       5,046
      111,113
      122,033
      17,736
      256,519
      -29,433
      -17,733
      13
      -24,178
      -30,216
      35,103
      49,538
      -1,755
      135,511
      -446
      23,440
      27,289
      30
      25,694
      -4,996
      402
      -3,709
      -12,689
      3,897
      112
      54,235
      151,983
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,559,174
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 2,317,295 49,858,398 0.046478
2017 2,074,764 48,599,683 0.042691
2016 2,080,358 44,777,118 0.046460
2015 2,435,596 46,566,124 0.052304
2014 2,073,443 46,219,452 0.044861
2
Total of line 1, column (d) .....................
2
0.232794
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.046559
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
49,924,118
5
Multiply line 4 by line 3......................
5
2,324,417
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
22,938
7
Add lines 5 and 6........................
7
2,347,355
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,309,831
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 45,875
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 45,875
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 45,875
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 55,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 80,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 79
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 34,046
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet34,046 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN TURCIK Telephone no.bullet (412) 392-2800

    Located atbullet500 GRANT ST 41ST FLOORPITTSBURGHPA ZIP+4bullet152192502
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RICHARD P MELLON TRUSTEE/CHAIRMAN
    1.00     		0 0 0
    PO BOX 690
    LIGONIER,PA15658
    SEWARD PROSSER MELLON TRUSTEE/PRESIDENT AND CEO
    1.00     		0 0 0
    PO BOX 690
    LIGONIER,PA15658
    W RUSSELL G BYERS JR TRUSTEE
    1.00     		0 0 0
    PO BOX 690
    LIGONIER,PA15658
    CATHARINE MELLON CATHEY TRUSTEE
    1.00     		0 0 0
    PO BOX 690
    LIGONIER,PA15658
    RICHARD A MELLON TRUSTEE
    1.00     		0 0 0
    PO BOX 690
    LIGONIER,PA15658
    BRUCE KING MELLON HENDERSON TRUSTEE
    1.00     		0 0 0
    PO BOX 690
    LIGONIER,PA15658
    CONSTANCE ELIZABETH MELLON KAPP TRUSTEE
    1.00     		0 0 0
    PO BOX 690
    LIGONIER,PA15658
    ALISON M BYERS TRUSTEE
    1.00     		0 0 0
    PO BOX 690
    LIGONIER,PA15658
    ARMOUR N MELLON TRUSTEE
    1.00     		0 0 0
    PO BOX 690
    LIGONIER,PA15658
    LISA KUZMA SECRETARY - PROGRAM OFFICE
    2.00     		13,136 4,767 0
    PO BOX 690
    LIGONIER,PA15658
    SAM REIMAN DIRECTOR
    2.00     		26,536 6,919 0
    PO BOX 690
    LIGONIER,PA15658
    DOUGLAS L SISSON VP/TREASURER/TRUSTEE
    2.50     		51,270 11,723 0
    PO BOX 690
    LIGONIER,PA15658
    JOHN TURCIK CONTROLLER/TRUSTEE
    2.50     		41,495 14,560 0
    PO BOX 690
    LIGONIER,PA15658
    LAWRENCE S BUSCH ASSISTANT TREASURER/TRUSTEE
    1.00     		0 0 0
    PO BOX 690
    LIGONIER,PA15658
    SCOTT D IZZO TRUSTEE, SPECIAL PROJECT DIR.
    5.00     		73,514 15,025 0
    PO BOX 690
    LIGONIER,PA15658
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NOT APPLICABLE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    36,985,979
    b
    Average of monthly cash balances.......................
    1b
    1,281,895
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,416,510
    d
    Total (add lines 1a, b, and c).........................
    1d
    50,684,384
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    50,684,384
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    760,266
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    49,924,118
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,496,206
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,496,206
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    45,875
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    45,875
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,450,331
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    50,000
    5
    Add lines 3 and 4............................
    5
    2,500,331
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,500,331
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,309,831
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,309,831
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,309,831
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 2,500,331
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 1,278,881
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 2,309,831
    a Applied to 2018, but not more than line 2a 1,278,881
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 1,030,950
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		1,469,381
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    RICHARD P MELLON
    SEWARD PROSSER MELLON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SAM REIMAN
    PO BOX 690
    LIGONIER,PA156580690
    (724) 238-5269
    bThe form in which applications should be submitted and information and materials they should include:
    ALL PROPOSALS SHOULD BE ACCOMPANIED BY A COMPLETE APPLICATION FORM AND THE FOLLOWING INFORMATION: 1. A TWO-PAGE EXECUTIVE SUMMARY PROVIDING ON OVERVIEW OF THE SPONSORING ORGANIZATION, THE PROPOSED PROJECT, AND THE PROBLEM IT SEEKS TO ADDRESS. 2. THE NAMES AND AFFILIATIONS OF THE BOARD OF DIRECTORS OR TRUSTEES. 3. INFORMATION ON THE PROPOSED PROJECT: THE SPECIFIC PURPOSE AND OBJECTIVE FOR WHICH THE FUNDS ARE SOUGHT. AN INDICATION OF THE POPULATION IT WILL SERVE. THE PROJECT BUDGET AND TIMETABLE. OTHER SOURCES OF SUPPORT FOR THE PROJECT. 4. A CURRENT OPERATING BUDGET. 5. AUDITED FINANCIAL STATEMENTS FOR THE MOST RECENT YEAR. 6. A COPY OF THE LATEST INTERNAL REVENUE SERVICE DETERMINATION LETTER INDICATING TAX-EXEMPT STATUS UNDER SECTION 501 (C)(3) AND 509(A).
    cAny submission deadlines:
    THE FOUNDATION ACCEPTS APPLICATIONS THROUGHOUT THE YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION WILL NOT CONSIDER REQUESTS ON BEHALF OF INDIVIDUALS, AND TYPICALLY DOES NOT CONSIDER REQUESTS FOR GRANTS TO CONDUIT ORGANIZATIONS WHICH PASS ON FUNDS TO OTHER ORGANIZATIONS.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BURTON POTTER POST 185
    PO BOX 125
    GREENPORT,NY11944     		  NC A MACHINE THAT CLEANS THE SKATING SURFACE 6,000
    FRIENDS OF FLIGHT 93 NATIONAL MEMORIAL INC
    PO BOX 911
    SHANKSVILLE,PA155600911     		  PC GENERAL OPERATING SUPPORT 10,000
    LIGONIER VALLEY FIRE COMPANIES
    PO BOX 376
    LIGONIER,PA156580376     		  PC GENERAL OPERATING SUPPORT 2,500
    LIGONIER VALLEY FIRE COMPANIES
    PO BOX 376
    LIGONIER,PA156580376     		  PC GENERAL OPERATING SUPPORT 5,000
    LOYALHANNA ASSOCIATION INC
    PO BOX 717
    LIGONIER,PA156580717     		  NC GENERAL OPERATING SUPPORT 20,000
    LOYALHANNA ASSOCIATION INC
    PO BOX 717
    LIGONIER,PA156580717     		  NC GENERAL OPERATING SUPPORT 5,000
    LOYALHANNA ASSOCIATION INC
    PO BOX 717
    LIGONIER,PA156580717     		  NC GENERAL OPERATING SUPPORT 100,000
    NATIONAL DISASTER SEARCH DOG FOUNDATION INC
    6800 WHEELER CANYON ROAD
    SANTA PAULA,CA930609108     		  PC THEIR FUNDRAISING EFFORT WITH RACHAEL RAY'S RESCUE BRIGADE 2,500
    PACIFIC AVIATION MUSEUM PEARL HARBOR
    319 LEXINGTON BLVD
    HONOLULU,HI968185004     		  PC GENERAL OPERATING SUPPORT 20,000
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY103063159     		  PC GENERAL OPERATING SUPPORT 2,500
    WESTMORELAND HUMAN OPPORTUNITIES INC
    226 SOUTH MAPLE AVENUE
    GREENSBURG,PA156013234     		  PC SHOP WITH A COP PROGRAM 1,000
    BONEFISH & TARPON UNLIMITED INC
    2937 SW 27TH AVE SUITE 203
    MIAMI,FL33133     		  PC GENERAL OPERATING SUPPORT 2,500
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVE
    ANNAPOLIS,MD214034503     		  PC CAPITAL CAMPAIGN 33,000
    COOPERATIVE EXTENSION ASSOC IN THE STATE OF NEW YORK
    CORNELL COOPERATIVE EXTENSION OF
    SUFFOLK COUNTY 423 GRIFFING AVE
    RIVERHEAD,NY11901     		  PC FIRST PHASE OF OUR CAPACITY BUILDING STRATEGY 25,000
    DELTA WATERFOWL FOUNDATION
    1412 BASIN AVE
    BISMARCK,ND585046923     		  PC GENERAL OPERATING SUPPORT 2,500
    DUCKS UNLIMITED INC
    1 WATERFOWL WAY
    MEMPHIS,TN381202350     		  PC ERADICATE THE INVASIVE PHRAGMITES (LAMBTON PROJECT) 5,000
    DUCKS UNLIMITED INC
    1 WATERFOWL WAY
    MEMPHIS,TN381202350     		  PC ERADICATE THE INVASIVE PHRAGMITES (LAMBTON PROJECT) 5,000
    EARTH OVERSHOOT INC
    117 GLENN RD
    ARDMORE,PA190032509     		  PC EXPANSION OF THE OUTREACH PROGRAM, EMPOWER PEOPLE 25,000
    EVERGLADES FOUNDATION INC THE
    18001 OLD CUTLER RD SUITE 625
    PALMETTO BAY,FL331576441     		  PC GENERAL OPERATING SUPPORT 5,000
    FORCE BLUE INC
    PO BOX 160
    MONTAUK,NY11954     		  PC GENERAL OPERATING SUPPORT 20,000
    FRIENDS OF ACADIA
    PO BOX 45
    BAR HARBOR,ME046090045     		  PC SUPPORT OF ACADIA YOUTH FUND INITIATIVES IN 2020 5,000
    GALLMANN AFRICA CONSERVANCY INC
    175 W MAIN ST STE 2
    BABYLON,NY117023440     		  PC GENERAL OPERATING SUPPORT 25,000
    GALLMANN AFRICA CONSERVANCY INC
    175 W MAIN ST STE 2
    BABYLON,NY117023440     		  PC GENERAL OPERATING SUPPORT 75,000
    HOBE SOUND NATURE CENTER INC
    PO BOX 214
    HOBE SOUND,FL334750214     		  PC A STIPEND FOR THE SPEAKER AT ITS 2019 FUND RAISING EVENT 10,000
    IDAHO CONSERVATION LEAGUE INC
    PO BOX 844
    BOISE,ID837025587     		  PC GENERAL OPERATING SUPPORT 2,000
    MAINE COAST HERITAGE TRUST
    1 BOWDOIN MILL ISLAND ST
    TOPSHAM,ME040861265     		  PC GENERAL OPERATING SUPPORT 20,000
    MAINE COAST HERITAGE TRUST
    1 BOWDOIN MILL ISLAND ST
    TOPSHAM,ME040861265     		  PC GENERAL OPERATING SUPPORT 25,000
    MAINE COAST HERITAGE TRUST
    1 BOWDOIN MILL ISLAND ST
    TOPSHAM,ME040861265     		  PC GENERAL OPERATING SUPPORT 2,500
    MAINE COAST HERITAGE TRUST
    1 BOWDOIN MILL ISLAND ST
    TOPSHAM,ME040861265     		  PC MATCHING FUNDS TO CONSERVE WOODWARD POINT IN CASCO BAY 20,000
    MILL REEF FUND
    1235 ALDEBARAN DR
    MCLEAN,VA221012304     		  PC GENERAL OPERATING SUPPORT 15,000
    MOUNT DESERT LAND AND GARDEN PRESERVE
    92 COOKSEY DR
    SEAL HARBOR,ME046750000     		  PC GENERAL OPERATING SUPPORT 2,500
    NANTUCKET CONSERVATION FOUNDATION INC
    PO BOX 13
    NANTUCKET,MA025540013     		  PC GENERAL OPERATING SUPPORT 10,000
    NATIONAL MARINE LIFE CENTER INC
    PO BOX 269
    BUZZARDS BAY,MA02532     		  PC PURCHASE OF SEA TURTLE INCUBATORS 20,000
    NATURAL RESOURCES COUNCIL OF MAINE
    3 WADE ST
    AUGUSTA,ME043306318     		  PC GENERAL OPERATING SUPPORT 15,000
    PITTSBURGH PARKS CONSERVANCY
    45 S 23RD ST SUITE 101
    PITTSBURGH,PA152032120     		  PC GENERAL OPERATING SUPPORT 10,000
    QUISSETT HARBOR PRESERVATION TRUST
    PO BOX 391
    FALMOUTH,MA025410391     		  PF REPAIR ROCK ARMOR PROTECTING THE CAUSEWAY AND THE KNOB 10,000
    STUDENT CONSERVATION ASSOCIATION INC
    4245 FAIRFAX DR STE 825
    ARLINGTON,VA222031649     		  PC CAPACITY BUILDING REGARDING DIVERSITY AND INCLUSIVENESS NOTE: WILL BE PAID WHEN NEW E.D. IN PLACE 50,000
    TALL TIMBERS RESEARCH INC
    13093 HENRY BEADEL DR
    TALLAHASSEE,FL323120918     		  PC ALBANY QUAIL PROJECT (FOR 2021) 20,000
    TALL TIMBERS RESEARCH INC
    13093 HENRY BEADEL DR
    TALLAHASSEE,FL323120918     		  PC ALBANY QUAIL PROJECT (2020) 20,000
    TROUT UNLIMITED
    PO BOX 22994
    ROCHESTER,NY146922994     		  PC GRIFFITH CIRCLE CAMPAIGN 5,000
    WATERFOWL RESEARCH FOUNDATION INC
    100 WOOD AVE S SUITE 209
    ISELIN,NJ088302716     		  PF GENERAL OPERATING SUPPORT 25,000
    WILDLIFE WORKS INC
    P O BOX 113
    YOUNGWOOD,PA156970113     		  PC GENERAL OPERATING SUPPORT 1,000
    THE ZOOLOGICAL SOCIETY OF PHILADELPHIA
    3400 WEST GIRARD AVENUE
    PHILADELPHIA,PA191041196     		  PC VERTICAL FARM PILOT 25,000
    BRANDYWINE CONSERVANCY & MUSEUM OF ART
    PO BOX 141
    CHADDS FORD,PA193170141     		  PC GENERAL OPERATING SUPPORT 10,000
    CAMBRIDGE COMMERCIAL CLUB
    PO BOX 54
    CAMBRIDGE,ID836100054     		  PC HELLS CANYON JAM, A CONCERT AFFILIATED ANNUAL HELLS CANYON DAYS 1,000
    EAST END ARTS & HUMANITIES COUNCIL INC
    133 E MAIN ST
    RIVERHEAD,NY119012455     		  PC CREATION OF AN ARTS-BASED DEVELOPMENT CURRICULUM 7,500
    FORT LIGONIER ASSOCIATION
    200 S MARKET ST
    LIGONIER,PA156581242     		  PC GENERAL OPERATING SUPPORT 25,000
    FORT LIGONIER ASSOCIATION
    200 S MARKET ST
    LIGONIER,PA156581242     		  PC GENERAL OPERATING SUPPORT 10,000
    FORT LIGONIER ASSOCIATION
    200 S MARKET ST
    LIGONIER,PA156581242     		  PC GENERAL OPERATING SUPPORT 10,000
    NATIONAL GALLERY OF ART
    2000 S CLUB DRIVE
    LANDOVER,MD207853228     		  PC ANDREW MELLON CHALLENGE 33,000
    NATIONAL GALLERY OF ART
    2000 S CLUB DRIVE
    LANDOVER,MD207853228     		  PC DEPARTMENT OF PHOTOGRAPHY 25,000
    NATIONAL GALLERY OF ART
    2000 S CLUB DRIVE
    LANDOVER,MD207853228     		  PC GENERAL OPERATING SUPPORT 30,000
    OLD WESTBURY GARDENS
    PO BOX 430
    OLD WESTBURY,NY115680430     		  PC GENERAL OPERATING SUPPORT 2,500
    OLD WESTBURY GARDENS
    PO BOX 430
    OLD WESTBURY,NY115680430     		  PC REPLACEMENT OF SLATE ROOF 33,000
    OLD WESTBURY GARDENS
    PO BOX 430
    OLD WESTBURY,NY115680430     		  PC GENERAL OPERATING SUPPORT 7,500
    WESTMORELAND ARTS & HERITAGE FESTIVAL INC
    252 TWIN LAKES RD
    LATROBE,PA156503554     		  PC FOR PERFORMING ARTS AND SPECIAL PRESENTATIONS AT THE 2019 FESTIVAL 7,000
    WESTMORELAND MUSEUM OF ART
    221 N MAIN ST
    GREENSBURG,PA156011808     		  PC GENERAL OPERATING SUPPORT 5,640
    WESTMORELAND MUSEUM OF ART
    221 N MAIN ST
    GREENSBURG,PA156011808     		  PC GENERAL OPERATING SUPPORT 15,000
    WOODS HOLE PUBLIC LIBRARY
    PO BOX 185
    WOODS HOLE,MA02543     		  PC REPLACE THE ROOF IN THE CHILDREN'S AREA 30,000
    BIG BROTHERS BIG SISTERS INDEPENDENCE REGION
    123 S BROAD ST SUITE 1050
    PHILADELPHIA,PA191091043     		  PC BEYOND SCHOOL WALLS MENTORING PROGRAM 25,000
    BRANDON J BOYD MEMORIAL FUND
    401 ROUTE 271
    LIGONIER,PA156582729     		  PC GENERAL OPERATING SUPPORT 2,500
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA018451206     		  PC CAPITAL CAMPAIGN 20,000
    C R JRS CHIP INC
    5370 SCHENLEY DR
    PITTSBURGH,PA152171180     		  PC CONSTRUCTION OF THE ARNOLD PALMER LEARNING CENTER 5,000
    CHATHAM UNIVERSITY
    WOODLAND RD
    PITTSBURGH,PA152320000     		  PC GENERAL OPERATING SUPPORT OF THE EDEN HALL CAMPUS 10,000
    CHUBB INTERNATIONAL SHOOTING SPORTS INC
    302 TENNESSEE AVE
    ELIZABETHVLE,PA170239639     		  PC BUILDING FOR MEDIA PRODUCTION AT KEYSTONE SHOOTING PARK 10,000
    DESERT COMMUNITY FOUNDATION
    75105 MERLE DR STE 300
    PALM DESERT,CA922115211     		  PC SCHOLARSHIP FUND 5,000
    DESERT COMMUNITY FOUNDATION
    75105 MERLE DR STE 300
    PALM DESERT,CA922115211     		  PC SCHOLARSHIP FUND 5,000
    DESERT COMMUNITY FOUNDATION
    75105 MERLE DR STE 300
    PALM DESERT,CA922115211     		  PC SCHOLARSHIP FUND 5,000
    ELIJA FOUNDATION INC
    11 LAUREL LANE NO APT 5D
    LEVITTOWN,NY117563134     		  PC GENERAL OPERATING SUPPORT 2,500
    THE ELLIS SCHOOL
    6425 5TH AVE
    PITTSBURGH,PA152064419     		  PC GENERAL OPERATING SUPPORT 1,000
    FALMOUTH ACADEMY INC
    7 HIGHFIELD DR
    FALMOUTH,MA025402303     		  PC GENERAL OPERATING SUPPORT 20,000
    FALMOUTH ACADEMY INC
    7 HIGHFIELD DR
    FALMOUTH,MA025402303     		  PC GENERAL OPERATING SUPPORT 15,000
    FRIENDS ACADEMY
    DUCK POND RD
    LOCUST VALLEY,NY115600000     		  PC STRATEGIC PLANNING 30,000
    FRIENDS ACADEMY
    DUCK POND RD
    LOCUST VALLEY,NY115600000     		  PC GENERAL OPERATING SUPPORT 5,000
    THE GREEN VALE SCHOOL
    250 VALENTINES LANE
    GLEN HEAD,NY115452523     		  PC GENERAL OPERATING SUPPORT 1,000
    THE GREEN VALE SCHOOL
    250 VALENTINES LANE
    GLEN HEAD,NY115452523     		  PC GENERAL OPERATING SUPPORT 5,000
    GUNNERY INCORPORATED
    99 GREEN HILL RD
    WASHINGTON,CT067931200     		  PC GENERAL OPERATING SUPPORT 1,000
    INSTITUTE FOR SHIPBOARD EDUCATION
    2243 CENTRE AVE
    FORT COLLINS,CO805266051     		  PC GENERAL OPERATING SUPPORT 500
    ISLAND ACADEMY
    62 PRINCETON BLVD
    KENMORE,NY142171716     		  PC GENERAL OPERATING SUPPORT 20,000
    LIGONIER VALLEY LIBRARY ASSOCIATION INC
    120 W MAIN ST
    LIGONIER,PA156581243     		  PC GENERAL OPERATING SUPPORT 1,000
    LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC
    120 E MAIN ST
    LIGONIER,PA156581248     		  PC GENERAL OPERATING SUPPORT 5,000
    LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC
    120 E MAIN ST
    LIGONIER,PA156581248     		  PC IMAGINATION LIBRARY 7,500
    MUSIC RESOURCE CENTER - NATIONAL
    105 RIDGE ST
    CHARLOTTESVILLE,VA229025549     		  PC GENERAL OPERATING SUPPORT 5,000
    PAL-O-MINE EQUESTRIAN INC
    829 OLD NICHOLS ROAD
    ISLANDIA,NY117495004     		  PC GENERAL OPERATING SUPPORT 3,000
    PENNSYLVANIA STATE SHOTGUNNING ASSOCIATION
    4013 SMOKE RD
    DOYLESTOWN,PA189021536     		  PC CONSTRUCTION OF THE NORTH EAST SHOOTING COMPLEX 20,000
    PENNSYLVANIA STATE SHOTGUNNING ASSOCIATION
    4013 SMOKE RD
    DOYLESTOWN,PA189021536     		  PC NORTH EAST SHOOTING COMPLEX 10,000
    PHILADELPHIA OUTWARD BOUND CENTER
    3401 RESERVOIR DR
    PHILADELPHIA,PA19121     		  PC A FUND RAISING EVENT SUPPORTING RUSSELL BYERS CHARTER SCHOOL 5,000
    THE PITTSBURGH FOUNDATION
    5 PPG PLACE SUITE 250
    PITTSBURGH,PA152225405     		  PC LVE MELLON FAMILY SCHOLARSHIP AND ROLLING ROCK CLUB EMPLOYEE SCHOLARSHIP FUND 15,000
    THE PITTSBURGH FOUNDATION
    5 PPG PLACE SUITE 250
    PITTSBURGH,PA152225405     		  PC OPERATING SUPPORT FOR LIGONIER VALLEY ENDOWMENT LVE 10,000
    THE PITTSBURGH FOUNDATION
    5 PPG PLACE SUITE 250
    PITTSBURGH,PA152225405     		  PC LIGONIER VALLEY ENDOWMENT'S MELLON FAMILY SCHOLARSHIP LVE 10,000
    PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA
    1200 N QUAKER LN
    ALEXANDRIA,VA223023004     		  PC ROLL CALL CAMPAIGN 5,000
    SEA EDUCATION ASSOCIATION INC
    171 WOODS HOLE RD
    FALMOUTH,MA025401660     		  PC GENERAL OPERATING SUPPORT 10,000
    SKIDMORE COLLEGE
    815 N BROADWAY
    SARATOGA SPRINGS,NY128661632     		  PC COLLABORATIVE RESEARCH AND CENTER FOR INTEGRATED SCIENCES 15,000
    SOUTH GEORGIA YOUTH SHOOTING CLUB
    PO BOX 242
    HARTSFIELD,GA317560242     		  PC GENERAL OPERATING SUPPORT 20,000
    SOUTH GEORGIA YOUTH SHOOTING CLUB
    PO BOX 242
    HARTSFIELD,GA317560242     		  PC GENERAL OPERATING SUPPORT 25,000
    SOUTHERN METHODIST UNIVERSITY
    PO BOX 750402
    DALLAS,TX752750402     		  PC SMU'S ANNUAL FUND AND PARENT FUND 7,500
    ST ANNE'S BELFIELD INC
    2132 IVY RD
    CHARLOTTESVILLE,VA229031716     		  PC GENERAL OPERATING SUPPORT 10,000
    STUDENT AIR RIFLE PROGRAM
    PO BOX 81
    IMPERIAL,MO630520081     		  PC INCREASE YOUTH SHOOTING SPORTS PARTICIPATION 5,000
    UNIVERSITY OF PITTSBURGH
    116 ATWOOD STREET SUITE 201
    PITTSBURGH,PA152133402     		  PC SCHAEFER FAMILY SCHOLARSHIP FUND 5,000
    UNIVERSITY OF THE CUMBERLANDS INC
    6190 COLLEGE STATION DR
    WILLIAMSBURG,KY407691372     		  PC 21ST CENTURY LEARNING CENTER 10,000
    VALLEY SCHOOL OF LIGONIER
    PO BOX 616
    LIGONIER,PA156580616     		  PC GENERAL OPERATING SUPPORT 10,000
    VALLEY SCHOOL OF LIGONIER
    PO BOX 616
    LIGONIER,PA156580616     		  PC MAINTENANCE OF RECTOR PARK 11,000
    VALLEY SCHOOL OF LIGONIER
    PO BOX 616
    LIGONIER,PA156580616     		  PC REPAIR AND RESURFACE TENNIS AND BASKETBALL COURTS AT RECTOR PARK AND PLAYGROUND 32,000
    VALLEY SCHOOL OF LIGONIER
    PO BOX 616
    LIGONIER,PA156580616     		  PC SCHOLARSHIPS 10,000
    VALLEY SCHOOL OF LIGONIER
    PO BOX 616
    LIGONIER,PA156580616     		  PC GENERAL OPERATING SUPPORT 20,000
    VALLEY SCHOOL OF LIGONIER
    PO BOX 616
    LIGONIER,PA156580616     		  PC GENERAL OPERATING SUPPORT 10,000
    VETRI FOUNDATION FOR CHILDREN
    211 N 13TH ST SUITE 303
    PHILADELPHIA,PA191071630     		  PC HIRING A BRAND STRATEGY FIRM 25,000
    WOOD BRIDGE PRE-SCHOOL INC
    PO BOX 336
    LIGONIER,PA156580336     		  PC SUSTAINABILITY FUND 1,000
    CANYON HEROES
    PO BOX 404
    LIGONIER,PA156580404     		  PC OUTDOOR RECREATION AND COUNSELING FOR U.S. MILITARY VETERANS 5,000
    CAPE COD HEALTHCARE INC
    PO BOX 370
    HYANNIS,MA02601     		  PC GENERAL OPERATING SUPPORT AT FALMOUTH HOSPITAL 20,000
    CAPE COD HEALTHCARE INC
    PO BOX 370
    HYANNIS,MA02601     		  PC GENERAL OPERATING SUPPORT 25,000
    EASTERN LONG ISLAND HOSPITAL FOUNDATION
    201 MANOR PLACE
    GREENPORT,NY11944     		  PC CAPITAL NEEDS AND RENOVATION OF BEHAVIORAL HEALTH UNIT 50,000
    EISENHOWER MEDICAL CENTER
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA922703221     		  PC GENERAL OPERATING SUPPORT 1,000
    PARTNERS HEALTHCARE SYSTEM INC
    399 REVOLUTION DR STE 645
    SOMERVILLE,MA021451465     		  PC MGH FUND 25,000
    ACTION FOR ANIMALS INC
    PO BOX 814
    LATROBE,PA156500814     		  PC GENERAL OPERATING SUPPORT 10,000
    AFGHANISTAN SAMSORTYA INC
    200 SWANTON ST APT 418
    WINCHESTER,MA018904317     		  PC GENERAL OPERATING SUPPORT 20,000
    ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    PO BOX 7047
    CHARLOTTESVILLE,VA229067047     		  PC SUPPORT OF THE SPAY/NEUTER PROGRAM 10,000
    ANGEL WINGS NETWORK INC
    773 MAIN STREET
    WEISER,ID83672     		  PC GENERAL OPERATING SUPPORT 10,000
    ANIMAL RESCUE LEAGUE WESTERN PENNSYLVANIA HUMANE SOCIETY
    6926 HAMILTON AVE
    PITTSBURGH,PA152081733     		  PC GENERAL OPERATING SUPPORT 2,500
    BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA
    PO BOX 707
    CHARLOTTESVILLE,VA229020707     		  PC GENERAL OPERATING SUPPORT 10,000
    BRIDGE TO THE MOUNTAINS
    1526 RHINE ST
    PITTSBURGH,PA15212     		  PC GENERAL OPERATING SUPPORT 15,000
    CANINE COMPANIONS FOR INDEPENDENCE INC
    2965 DUTTON AVE
    SANTA ROSA,CA954075711     		  PC PLACING ASSISTANCE DOGS WITH PEOPLE IN PENNSYLVANIA AND THE SURROUNDING AREA 15,000
    CARING FOR CREATURES FOUNDATION
    352 SANCTUARY LANE
    PALMYRA,VA229635248     		  PC GENERAL OPERATING SUPPORT 5,000
    CENTURION MINISTRIES
    1000 HERRONTOWN ROAD FLOOR 2 SUITE
    8
    PRINCETON,NJ085407716     		  PC GENERAL OPERATING SUPPORT 20,000
    COMMUNITY ACTION SOUTHOLD TOWN INC
    PO BOX 159
    GREENPORT,NY119440159     		  PC PART-TIME GRANT WRITER/DEVELOPMENT ASSISTANT 30,000
    DEFENDER ASSOCIATION OF PHILADELPHIA
    1441 SANSOM STREET 12TH FLOOR
    PHILADELPHIA,PA191023025     		  PC PARTICIPATORY DEFENSE HUBS PROGRAM 25,000
    FALMOUTH HOUSING TRUST
    200 MAIN ST SUITE 212
    FALMOUTH,MA025402779     		  PC GENERAL OPERATING SUPPORT 20,000
    FROM THE HEART PRODUCTIONS INC
    1455 MANDALAY BEACH RD
    OXNARD,CA930352845     		  PC FILM PRODUCTION 1,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    512 MILLARD FULLER BLVD
    AMERICUS,GA317093425     		  PC GENERAL OPERATING SUPPORT 3,000
    LIGONIER VALLEY YOUNG MEN'S CHRISTIAN ASSOCIATION OF PA INC
    110 W CHURCH STREET
    LIGONIER,PA15658     		  PC FINANCIAL ASSISTANCE PROGRAM 10,000
    LYFORD CAY CLUB CHARITABLE TRUST
    6401 LYONS RD
    COCONUT CREEK,FL330733602     		  PC RECOVERY EFFORTS RELATED TO HURRICANE DORIAN 25,000
    LYFORD CAY CLUB CHARITABLE TRUST
    6401 LYONS RD
    COCONUT CREEK,FL330733602     		  PC GENERAL OPERATING SUPPORT 5,000
    NEIGHBORHOOD HOUSE CLUB
    P O BOX 332
    NORTHEAST HARBOR,ME046620332     		  PC GENERAL OPERATING SUPPORT 2,500
    PASSION WORKS
    20 E STATE ST
    ATHENS,OH457012540     		  PC GENERAL OPERATING SUPPORT 12,500
    QUALITAS OF LIFE FOUNDATION
    1221 AVENUE OF THE AMERICAS SUITE
    43241H
    NEW YORK,NY10020     		  PC GENERAL OPERATING SUPPORT 5,000
    RENAND FOUNDATION INC
    264 SW 6TH CT
    POMPANO BEACH,FL330608390     		  PC GENERAL OPERATING SUPPORT 20,000
    SAINT VINCENT BASILICA PARISH
    300 FRASER PURCHASE RD
    LATROBE,PA15650     		  PC GENERAL OPERATING SUPPORT 25,000
    ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH
    PO BOX 336
    LIGONIER,PA15658     		  PC GENERAL OPERATING SUPPORT 10,000
    ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH
    PO BOX 336
    LIGONIER,PA15658     		  PC GENERAL OPERATING SUPPORT 10,000
    ST SEBASTIAN
    3963 57TH ST
    WOODSIDE,NY113773349     		  PC GENERAL OPERATING SUPPORT 5,000
    TEAM RUBICON
    6171 W CENTURY BLVD NO 310
    LOS ANGELES,CA900455300     		  PC GENERAL OPERATING SUPPORT 2,500
    VALLEY YOUTH NETWORK
    PO BOX 303
    LIGONIER,PA156580303     		  PC GENERAL OPERATING SUPPORT 5,000
    WESTMORELAND COUNTY FOOD BANK INC
    100 DEVONSHIRE DR
    DELMONT,PA156261607     		  PC GENERAL OPERATING SUPPORT 2,500
    WILLOWIND THERAPEUTIC RIDING CENTER INC
    1140 STATE HIGHWAY 3
    BAR HARBOR,ME046097129     		  PC GENERAL OPERATING SUPPORT 5,000
    LIGONIER TOWNSHIP SUPERVISORS
    LIGONIER TOWNSHIP MUNICIPAL
    BUILDING 1 MUNICIPAL DRIVE
    LIGONIER,PA15658     		  GOV CONSTRUCTION OF A FISHING PLATFORM AT MILL CREEK MEMORIAL PARK 10,000
    Total .................................bullet 3a 1,951,640
    bApproved for future payment
    LOYALHANNA ASSOCIATION INC
    PO BOX 718
    LIGONIER,PA15658     		  NC GENERAL OPERATING SUPPORT 10,000
    BIG BROTHERS BIG SISTERS INDEPENDENCE REGION
    123 S BROAD ST
    PHILADELPHIA,PA19109     		  PC MENTORING PROGRAM 25,000
    FRIENDS ACADEMY
    DUCK POND RD
    LOCUST VALLEY,NY11560     		  PC STRAGIC PLANNING 30,000
    FRIENDS ACADEMY
    DUCK POND RD
    LOCUST VALLEY,NY11560     		  PC STRAGIC PLANNING 40,000
    SOUTH GEORGIA YOUTH SHOOTING CLUB
    PO BOX 242
    HARTSFIELD,GA31756     		  PC GENERAL OPERATING SUPPORT 25,000
    SOUTHERN METHODIST UNIVERSITY
    PO BOX 750402
    DALLAS,TX75275     		  PC ANNUAL FUND 2,500
    SOUTHERN METHODIST UNIVERSITY
    PO BOX 750403
    DALLAS,TX75275     		  PC PARENT FUND 2,500
    VALLEY SCHOOL OF LIGONIER
    PO BOX 616
    LIGONIER,PA15658     		  PC PLAYGROUND MAINTENANCE 11,000
    VALLEY SCHOOL OF LIGONIER
    PO BOX 616
    LIGONIER,PA15658     		  PC PLAYGROUND MAINTENANCE 11,000
    VALLEY SCHOOL OF LIGONIER
    PO BOX 616
    LIGONIER,PA15658     		  PC GENERAL OPERATING SUPPORT 10,000
    CANINE COMPANIONS FOR INDEPENDENCE INC
    2965 DUTTON AVE
    SANTA ROSA,CA95407     		  PC SUPPORT FOR PROGRAMS BENEFITING PA 15,000
    Total .................................bullet 3b 182,000
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 216,907  
    4 Dividends and interest from securities....     14 671,467  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  91,562 18 429,088  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME     		900099 -69,428 18 1,880,960 0
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 22,134 3,198,422 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,220,556
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
    Yes
     
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    1a(1) 100,000 LOYALHANNA ASSOCIATION INC CASH GRANT
    1a(1) 5,000 LOYALHANNA ASSOCIATION INC CASH GRANT
    1a(1) 20,000 LOYALHANNA ASSOCIATION INC CASH GRANT
    1a(1) 6,000 BURTON POTTER POST 185 CASH GRANT
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    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 taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


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