Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
RK MELLON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 945
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LIGONIER, PA15658
A Employer identification number

25-1356145
B Telephone number (see instructions)

(724) 238-1820
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$57,075,886
J 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 right arrow.............
3 Interest on savings and temporary cash investments 79,826 79,437  
4 Dividends and interest from securities... 838,500 417,847  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -19,547
b Gross sales price for all assets on line 6a 784,309
7 Capital gain net income (from Part IV, line 2)... 856,651
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)....... 306,508 304,252  
12 Total. Add lines 1 through 11........ 1,205,287 1,658,187  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 179,375 95,812   83,563
14 Other employee salaries and wages...... 110,312 17,369   92,943
15 Pension plans, employee benefits....... 115,761 34,534   81,226
16a Legal fees (attach schedule)......... 10,360 2,874   7,486
b Accounting fees (attach schedule)....... 81,911 0   54,233
c Other professional fees (attach schedule).... 61,579 61,579   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 70,307 10,258   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 16,630 0   16,630
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 541 0   541
23 Other expenses (attach schedule)....... 49,217 10,510   38,707
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 695,993 232,936   375,329
25 Contributions, gifts, grants paid....... 2,876,087 2,631,087
26 Total expenses and disbursements. Add lines 24 and 25 3,572,080 232,936   3,006,416
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,366,793
b Net investment income (if negative, enter -0-) 1,425,251
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 1,807,864 246,035 246,035
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 36,151,837 Click to see attachment
List of Attached Documents:
// Content
35,471,803
56,826,223
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
3,628
Click to see attachment
List of Attached Documents:
// Content
3,628
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,959,701 35,721,466 57,075,886
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 440,000 685,000
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
413,268
Click to see attachment
List of Attached Documents:
// Content
296,826
23 Total liabilities (add lines 17 through 22)......... 853,268 981,826
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 37,106,433 34,739,640
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 37,106,433 34,739,640
30 Total liabilities and net assets/fund balances (see instructions). 37,959,701 35,721,466
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
37,106,433
2
Enter amount from Part I, line 27a .....................
2
-2,366,793
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
34,739,640
5
Decreases not included in line 2 (itemize) right arrow
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
34,739,640
Form 990-PF (2022)
Form 990-PF (2022)
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 CAPITAL GAIN DISTRIBUTIONS P    
b PUBLICLY TRADED SECURITIES P    
c LOSS FROM DISPOSITION OF PARTNERSHIP INVESTMENTS P 2022-01-01 2022-12-31
d GAIN FROM PARTNERSHIP INVESTMENTS P 2022-01-01 2022-12-31
e
(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 279,395     279,395
b 504,914   528,409 -23,495
c       -1,980
d       602,731
e
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       279,395
b       -23,495
c       -1,980
d       602,731
e
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 2 856,651
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 19,811
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 19,811
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 19,811
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 19,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 199
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,990
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow1,990 Refundedright arrow 11 0
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowN/A
14
The books are in care ofright arrowPAUL A HANNAH Telephone no.right arrow (724) 238-1820

Located atright arrow2897 ROUTE 381LIGONIERPA ZIP+4right arrow15658
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 A MELLON TRUSTEE/CHAIRMAN/CEO
0.50
0 0 0
PO BOX 945
LIGONIER,PA15658
CATHARINE MELLON CATHEY TRUSTEE/PRESIDENT
0.50
0 0 0
PO BOX 945
LIGONIER,PA15658
SAM REIMAN TRUSTEE/DIRECTOR
2.00
36,006 7,396 0
PO BOX 945
LIGONIER,PA15658
DOUGLAS L SISSON TRUSTEE/VP/TREASURER
2.00
62,413 13,065 0
PO BOX 945
LIGONIER,PA15658
JOHN J TURCIK TRUSTEE/CONTROLLER
2.00
50,109 15,851 0
PO BOX 945
LIGONIER,PA15658
PAUL A HANNAH TRUSTEE(FROM 7/22)/SECRETARY
2.00
30,847 12,074 0
PO BOX 945
LIGONIER,PA15658
LAWRENCE S BUSCH TRUSTEE/ASST. TREASURER(THRU 6/30/22)
0.50
0 0 0
PO BOX 945
LIGONIER,PA15658
EDWARD J MORGAN ASSISTANT TREASURER(FROM 7/22)
0.50
0 0 0
PO BOX 945
LIGONIER,PA15658
ALISON M BYERS PSYD TRUSTEE
0.50
0 0 0
PO BOX 945
LIGONIER,PA15658
W RUSSELL G BYERS JR TRUSTEE
0.50
0 0 0
PO BOX 945
LIGONIER,PA15658
BRUCE KING MELLON HENDERSON TRUSTEE
0.50
0 0 0
PO BOX 945
LIGONIER,PA15658
CONSTANCE ELIZABETH MELLON KAPP TRUSTEE
0.50
0 0 0
PO BOX 945
LIGONIER,PA15658
ARMOUR N MELLON TRUSTEE
0.50
0 0 0
PO BOX 945
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
BROOK S NOEL EXECUTIVE ASSISTANT
35.00
52,253 33,696 0
PO BOX 945
LIGONIER,PA15658
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
DELOITTE TAX LLP PROFESSIONAL SERVICES 81,911
PO BOX 844736
DALLAS,TX752844736
RUSSELL INVESTMENTS TRUST COMPANY INVESTMENT MANAGEMENT 51,534
1301 2ND AVENUE
SEATTLE,WA98101
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
39,308,118
b
Average of monthly cash balances.......................
1b
1,111,610
c
Fair market value of all other assets (see instructions)................
1c
19,563,773
d
Total (add lines 1a, b, and c).........................
1d
59,983,501
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
59,983,501
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
899,753
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
59,083,748
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,954,187
Part X
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 IX, line 6..................
1
2,954,187
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
19,811
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,811
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,934,376
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,934,376
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 XII, line 1 ...
7
2,934,376
Part XI
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
3,006,416
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
3,006,416
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,934,376
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 1,493,423
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,006,416
a Applied to 2021, but not more than line 2a 1,493,423
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 2022 distributable amount..... 1,512,993
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
1,421,383
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 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RK MELLON FAMILY FOUNDATION
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 DOES NOT CONSIDER REQUESTS ON BEHALF OF INDIVIDUALS OR FROM OUTSIDE THE UNITED STATES. APPLICANTS MUST BE A CHARITABLE TAX-EXEMPT ORGANIZATION WITH A VALID IRS TAX ID NUMBER OR BE A GOVERNMENT ENTITY TO QUALIFY FOR FUNDING. THE FOUNDATION TYPICALLY DOES NOT CONSIDER REQUESTS FOR GRANTS TO CONDUIT ORGANIZATIONS WHICH PASS ON FUNDS TO OTHER ORGANIZATIONS.
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

AMERICA'S VETDOGS THE VETERANS K-9 CORPS INC

371 E JERICHO TURNPIKE
SMITHTOWN,NY11787
  PC OPERATIONS 2,500

FRIENDS OF FLIGHT 93 NATIONAL MEMORIAL INC

PO BOX 911
SHANKSVILLE,PA15560
  PC OPERATIONS 5,000

KEEP OUR REPUBLIC CHARITABLE FUND

PO BOX 155
THE PLAINS,VA20198
  PC OPERATIONS 25,000

LIGONIER VALLEY FIRE COMPANIES

PO BOX FIRE
LIGONIER,PA15658
  PC OPERATIONS 5,000

LIGONIER VALLEY FIRE COMPANIES

PO BOX FIRE
LIGONIER,PA15658
  PC OPERATIONS 10,000

LIGONIER VALLEY FIRE COMPANIES

PO BOX FIRE
LIGONIER,PA15658
  PC OPERATIONS 5,000

LIGONIER VALLEY FIRE COMPANIES

PO BOX FIRE
LIGONIER,PA15658
  PC OPERATIONS 10,000

LIGONIER VALLEY FIRE COMPANIES

PO BOX FIRE
LIGONIER,PA15658
  PC OPERATIONS 5,000

LIGONIER VALLEY POLICE DEPARTMENT

ONE MUNICIPAL PARK DR
LIGONIER,PA15658
  GOV FIREARMS PURCHASE 7,776

LOYALHANNA ASSOCIATION INC

PO BOX 717
LIGONIER,PA15658
  NC OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA 130,000

LOYALHANNA ASSOCIATION INC

PO BOX 717
LIGONIER,PA15658
  NC FIREARMS PURCHASE 8,394

LOYALHANNA ASSOCIATION INC

PO BOX 717
LIGONIER,PA15658
  NC OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA 1,000

LOYALHANNA ASSOCIATION INC

PO BOX 717
LIGONIER,PA15658
  NC OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA 10,000

LOYALHANNA ASSOCIATION INC

PO BOX 717
LIGONIER,PA15658
  NC OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA 1,000

MEDIA RESEARCH CENTER INC

1900 CAMPUS COMMONS DR STE 600
RESTON,VA20191
  PC OPERATIONS 5,000

NATIONAL DISASTER SEARCH DOG FOUNDATION INC

6800 WHEELER CANYON RD
SANTA PAULA,CA93060
  PC OPERATIONS 2,500

PROJECT K9 HERO

PO BOX 1692
MERRIFIELD,VA22116
  PC OPERATIONS 2,500

PROJECT K9 HERO

PO BOX 1692
MERRIFIELD,VA22116
  PC OPERATIONS 3,000

SAVE OUR ALLIES

441 N LEE ST STE 100
ELEXANDRIA,VA22314
  PC OPERATIONS 5,000

SPECIAL OPERATIONS CARE FUND INC

4279 ROSWELL RD NE STE 208
ATLANTA,GA30342
  PC OPERATIONS 100,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306
  PC OPERATIONS 25,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306
  PC OPERATIONS 20,000

VESTED INTEREST IN K9S INC

PO BOX 9
EAST TAUNTON,MA02718
  PC OPERATIONS 5,000

YOUNG AMERICA'S FOUNDATION

11480 COMMERCE PARK DR
RESTON,VA20191
  PC OPERATIONS 25,000

ATLANTIC SALMON FEDERATION INC

PO BOX 807
CALAIS,ME04619
  PC OPERATIONS 5,000

BONEFISH & TARPON TRUST INC

2937 SW 27TH AVE STE 203
MIAMI,FL33133
  PC OPERATIONS 5,000

BONEFISH & TARPON TRUST INC

2937 SW 27TH AVE STE 203
MIAMI,FL33133
  PC OPERATIONS 2,500

BRANDYWINE CONSERVANCY & MUSEUM OF ART

PO BOX 141
CHADDS FORD,PA19317
  PC OPERATIONS 10,000

DELTA WATERFOWL FOUNDATION

1412 BASIN AVE
BISMARCK,ND58504
  PC OPERATIONS 10,000

EAST END SEAPORT MUSEUM AND MARINE

PO BOX 624
GREENPORT,NY11944
  PC LIGHTHOUSE RENOVATIONS 25,000

THE EVERGLADES FOUNDATION INC

18001 OLD CULTER RD STE 625
PALMETTO BAY,FL33157
  PC OPERATIONS 10,000

GALLMANN AFRICA CONSERVANCY INC

C/O CEGMARK INTERNATIONAL INC 45
ROCKEFELLER PLAZA STE 2000
NEW YORK,NY10011
  PC OPERATIONS 25,000

GALLMANN AFRICA CONSERVANCY INC

C/O CEGMARK INTERNATIONAL INC 45
ROCKEFELLER PLAZA STE 2000
NEW YORK,NY10011
  PC OPERATIONS 20,000

HOBE SOUND NATURE CENTER INC

PO BOX 214
HOBE SOUND,FL33745
  PC OPERATIONS 10,000

THE LIVING DESERT RESERVE

47900 PORTOLA AVE
PALM DESERT,CA92260
  PC OPERATIONS 20,000

LOYALHANNA WATERSHED ASSOCIATION INC

6 OLD LINCOLN HWY WEST
LIGONIER,PA15658
  PC OPERATIONS 5,000

LOYALHANNA WATERSHED ASSOCIATION INC

6 OLD LINCOLN HWY WEST
LIGONIER,PA15658
  PC OPERATIONS 5,000

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND ST
TOPSHAM,ME04086
  PC OPERATIONS 25,000

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND ST
TOPSHAM,ME04086
  PC OPERATIONS 5,000

NANTUCKET CONSERVATION FOUNDATION INC

PO BOX 13
NANTUCKET,MA02554
  PC OPERATIONS 10,000

NATIONAL MARINE LIFE CENTER INC

120 MAIN ST
BOURNE,MA02532
  PC OPERATIONS 20,000

NORTH SHORE LAND ALLIANCE INC

PO BOX 658
OYSTER BAY,NY11771
  PC OPERATIONS 5,000

PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC

1 SCHENLEY PARK
PITTSBURGH,PA15213
  PC OPERATIONS 10,000

SAWTOOTH SOCIETY INC

PO BOX 820
HALEY,ID83333
  PC OPERATIONS 10,000

SEA EDUCATION ASSOCIATION INC

171 WOODS HOLE RD
FALMOUTH,MA02540
  PC OPERATIONS 10,000

SEA TURTLE CONSERVANCY

4581 NW 6TH ST STE A
GAINESVILLE,FL32609
  PC OPERATIONS 2,500

SEA TURTLE CONSERVANCY

4581 NW 6TH ST STE A
GAINESVILLE,FL32609
  PC OPERATIONS 2,500

TALL TIMBERS RESEARCH INC

13093 HENRY BEADEL DR
TALLAHASSEE,FL32312
  PC ALBANY QUAIL PROJECT 20,000

TALL TIMBERS RESEARCH INC

13093 HENRY BEADEL DR
TALLAHASSEE,FL32312
  PC ALBANY QUAIL PROJECT 24,000

WESTERN PENNSYLVANIA CONSERVANCY

800 WATERFRONT DR
PITTSBURGH,PA15222
  PC OPERATIONS 10,000

WILDLIFE WORKS INC

PO BOX 113
YOUNGWOOD,PA15697
  PC OPERATIONS 1,000

CARNEGIE INSTITUTE

4400 FORBES AVE
PITTSBURGH,PA15213
  PC SPLIT BETWEEN MUSEUM OF ART AND MUSEUM OF NATURAL HISTORY 5,000

CUTCHOGUE NEW SUFFOLK FREE LIBRARY

PO BOX 935
CUTCHOGUE,NY11935
  PC DIGITAL UPGRADES 25,000

FORT LIGONIER ASSOCIATION

200 S MARKET ST
LIGONIER,PA15658
  PC OPERATIONS 5,000

LIGONIER VALLEY LIBRARY ASSOCIATION

120 W MAIN ST
LIGONIER,PA15658
  PC OPERATIONS 1,000

LIGONIER VALLEY RAIL ROAD ASSOCIATION

PO BOX 214
LIGONIER,PA15658
  PC OPERATIONS 10,000

NATIONAL GALLERY OF ART

2000 S CLUB DR
LANDOVER,MD20785
  PC OPERATIONS 30,000

NEVADA NORTHERN RAILWAY FOUNDATION INC

PO BOX 150040
ELY,NV89301
  PC OPERATIONS 10,000

OLD WESTBURY GARDENS

PO BOX 430
OLD WESTBURY,NY11568
  PC OPERATIONS 10,000

PASSION WORKS

20 E STATE ST
ATHENS,OH45701
  PC OPERATIONS 15,000

PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC

1 SCHENLEY PARK
PITTSBURGH,PA15213
  PC OPERATIONS 10,000

POLO FOR LIFE INC

11924 FOREST HILL BLVD 10A-218
WELLINGTON,FL33414
  PC OPERATIONS 2,500

ROTARY CLUB OF GREENPORT CHARITABLE FOUNDATION INC

PO BOX 204
GREENPORT,NY11944
  PC REPAIR & MOVE MINIATURE RAILROAD 25,000

WESTMORELAND MUSEUM OF ART

221 N MAIN ST
GREENSBURG,PA15601
  PC SPLIT BETWEEN OPERATIONS AND ARTS CONSERVATION FUND 20,000

WESTMORELAND MUSEUM OF ART

221 N MAIN ST
GREENSBURG,PA15601
  PC OPERATIONS 15,000

WESTMORELAND MUSEUM OF ART

221 N MAIN ST
GREENSBURG,PA15601
  PC OPERATIONS 30,000

WESTMORELAND MUSEUM OF ART

221 N MAIN ST
GREENSBURG,PA15601
  PC OPERATIONS 10,000

WESTMORELAND MUSEUM OF ART

221 N MAIN ST
GREENSBURG,PA15601
  PC OPERATIONS 5,000

WOODMERE ART MUSEUM INC

9201 GERMANTOWN AVE
PHILADELPHIA,PA19118
  PC OPERATIONS 25,000

WOODS HOLE PUBLIC LIBRARY

PO BOX 185
WOODS HOLE,MA02543
  PC OPERATIONS 30,000

ALLEGHENY COLLEGE

520 N MAIN ST
MEADVILLE,PA16335
  PC GEORGE M. HENDERSON MEMORIAL FUND 20,000

AVON OLD FARMS SCHOOL INC

500 OLD FARMS RD
AVON,CT06001
  PC SPLIT EQUALLY BETWEEN OPERATIONS AND TEACHER'S FUND 20,000

BRANDON J BOYD MEMORIAL FUND

401 ROUTE 271
LIGONIER,PA15658
  PC OPERATIONS 2,500

BYERSCHOOL FOUNDATION

1926 ARCH ST 3F
PHILADELPHIA,PA19103
  PC OPERATIONS 25,000

DERRY AREA SCHOOL DISTRICT FOUNDATION INC

982 N CHESTNUT ST EXT
DERRY,PA15627
  PC SENIOR HIGH GIRLS VOLLEYBALL 5,000

DERRY AREA SCHOOL DISTRICT FOUNDATION INC

982 N CHESTNUT ST EXT
DERRY,PA15627
  PC SENIOR HIGH GIRLS TRACK 5,000

ELLIS SCHOOL

6425 5TH AVE
PITTSBURGH,PA15206
  PC OPERATIONS 1,000

FALMOUTH ACADEMY INC

7 HIGHFIELD DR
FALMOUTH,MA02540
  PC OPERATIONS 15,000

THE FREDERICK GANN SCHOOL INCORPORATED

99 GREEN HILL RD
WASHINGTON,CT06793
  PC OPERATIONS 1,000

FRIENDS ACADEMY

270 DUCK POND RD
LOCUST VALLEY,NY11560
  PC OPERATIONS 5,000

GREATER LATROBE SCHOOL DISTRICT

1816 LINCOLN AVE
LATROBE,PA15650
  PC GLSD ART CONSERVATION TRUST 10,000

GREEN VALE SCHOOL

250 VALENTINES LANE
GLEN HEAD,NY11545
  PC OPERATIONS 1,000

GREEN VALE SCHOOL

250 VALENTINES LANE
GLEN HEAD,NY11545
  PC OPERATIONS 5,000

INSTITUTE FOR SHIPBOARD EDUCATION

2243 CENTRE AVE
FORT COLLINS,CO80526
  PC SEMESTER AT SEA 500

LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC

PO BOX 763
LIGONIER,PA15658
  PC IMAGINATION LIBRARY PROGRAM 5,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE NE 49-3142
CAMBRIDGE,MA02139
  PC TOWARD POLITICAL SCIENCE AND ECONOMICS PROGRAMS OR MEN'S HEAVYWEIGHT CREW 10,000

MIDWAY USA FOUNDATION

6001 W VAN HORN TAVERN RD SUITE C
COLUMBIA,MO65203
  PC WESTERN PA SHOOTING TEAMS 10,000

MOUNT DESERT ISLAND COMMUNITY SAILING AND MARITIME EDUCATION

PO BOX 168
SOUTHWEST HARBOR,ME04679
  PC TOWARD MATCHING GRANT CHALLENGE 28,000

THE PITTSBURGH FOUNDATION

5 PPG PL SUITE 250
PITTSBURGH,PA15222
  PC MELLON FAMILY SCHOLARSHIP 10,000

THE PITTSBURGH FOUNDATION

5 PPG PL SUITE 250
PITTSBURGH,PA15222
  PC MELLON FAMILY SCHOLARSHIP 10,000

THE PITTSBURGH FOUNDATION

5 PPG PL SUITE 250
PITTSBURGH,PA15222
  PC MELLON FAMILY SCHOLARSHIP 10,000

SKIDMORE COLLEGE

815 N BROADWAY
SARATOGA SPRINGS,NY12866
  PC ENDOWMENT AND STUDENT FACULTY RESEARCH COLLABORATION 30,000

SOUTH GEORGIA YOUTH SHOOTING CLUB

PO BOX 242
HARTSFIELD,GA31756
  PC OPERATIONS 25,000

SOUTHERN METHODIST UNIVERSITY

OFFICE OF DEVELOPMENT PO BOX 756402
DALLAS,TX75275
  PC OPERATIONS 5,000

SOUTHERN METHODIST UNIVERSITY

OFFICE OF DEVELOPMENT PO BOX 756402
DALLAS,TX75275
  PC DON DONNALLY ENDOWED SCHOLARSHIP 5,000

SOUTHERN TIER ALTERNATIVE THERAPIES INC

PO BOX 527
LIGONIER,PA15658
  PC OPERATIONS 20,000

SOUTHERN TIER ALTERNATIVE THERAPIES INC

PO BOX 527
LIGONIER,PA15658
  PC OPERATIONS 2,500

ST ANNE'S BELFIELD INC

2132 IVY RD
CHARLOTTESVILLE,VA22903
  PC RENOVATION OF RANDOLPH HALL 25,000

ST ANNE'S BELFIELD INC

2132 IVY RD
CHARLOTTESVILLE,VA22903
  PC OPERATIONS 2,000

ST PAUL'S SCHOOL

325 PLEASANT ST
CONCORD,NH03301
  PC CATHEY FAMILY ENDOWMENT 20,000

STUDENT AIR RIFLE PROGRAM

PO BOX 81
IMPERIAL,MO63052
  PC EQUIPMENT FOR STUDENTS 10,000

TEACHING MATTERS INC

475 RIVERSIDE DR SUITE 1270
NEW YORK,NY10115
  PC OPERATIONS 5,000

TRUSTEES OF WESTMINSTER SCHOOL INC

995 HOPMEADOW ST
SIMSBURY,CT06070
  PC WESTMINSTER FUND 25,000

UNIVERSITY OF THE CUMBERLANDS INC

6191 COLLEGE STATION DR
WILLIAMSBURG,KY40769
  PC LEUCKER EDUCATION BUILDING REMODEL 5,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC OPERATIONS 10,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC OPERATIONS 25,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC OPERATIONS 20,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC OPERATIONS 10,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC MAINTENANCE AND REPAIR OF RECTOR PARK AND PLAYGROUND 15,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC VALLEY SCHOOL'S 75TH ANNIVERSARY 5,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC VALLEY SCHOOL'S 75TH ANNIVERSARY 5,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC VALLEY SCHOOL'S 75TH ANNIVERSARY 5,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC VALLEY SCHOOL'S 75TH ANNIVERSARY 5,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC VALLEY SCHOOL'S 75TH ANNIVERSARY 5,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC VALLEY SCHOOL'S 75TH ANNIVERSARY 5,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC VALLEY SCHOOL'S 75TH ANNIVERSARY 5,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC VALLEY SCHOOL'S 75TH ANNIVERSARY 5,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC VALLEY SCHOOL'S 75TH ANNIVERSARY 5,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC OPERATIONS 10,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC VALLEY SCHOOL'S 75TH ANNIVERSARY 25,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC AC PROJECT IN AUDITORIUM 80,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC PROSSER MELLON SCHOLARSHIP 75,000

VALLEY SCHOOL OF LIGONIER

PO BOX 616
LIGONIER,PA15658
  PC OPERATIONS 1,000

CAPE COD HEALTHCARE INC

297 NORTH ST BLDG 3
HYANNIS,MA02601
  PC OPERATIONS AT FALMOUTH HOSPITAL 50,000

CAPE COD HEALTHCARE INC

297 NORTH ST BLDG 3
HYANNIS,MA02601
  PC OPERATIONS AT FALMOUTH HOSPITAL 30,000

CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION

4401 PENN AVE CP FL 3
PITTSBURGH,PA15224
  PC PKU FUND 15,000

CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION

4401 PENN AVE CP FL 3
PITTSBURGH,PA15224
  PC PKU FUND 10,000

CHILDREN'S INSTITUTE OF PITTSBURGH

1405 SHADY AVE
PITTSBURGH,PA15217
  PC OPERATIONS 5,000

CHILDREN'S INSTITUTE OF PITTSBURGH

1405 SHADY AVE
PITTSBURGH,PA15217
  PC OPERATIONS 5,000

EASTERN LONG ISLAND HOSPITAL FOUNDATION

201 MANOR PL
GREENPORT,NY11944
  PC NURSING EDUCATION PROGRAM 35,000

EISENHOWER MEDICAL CENTER

39000 BOB HOPE DR
RANCHO MIRAGE,CA92270
  PC OPERATIONS 5,000

GRANT FOUNDATION

PO BOX 11091
PITTSBURGH,PA15232
  PC OPERATIONS 5,000

HOSPITAL FOR SPECIAL SURGERY FUND INC

PO BOX 30610
NEW YORK,NY10087
  PC OPERATIONS 5,000

LATROBE AREA HOSPITAL CHARITABLE FOUNDATION

121 W 2ND AVE
LATROBE,PA15650
  PC OPERATIONS 10,000

LATROBE AREA HOSPITAL CHARITABLE FOUNDATION

121 W 2ND AVE
LATROBE,PA15650
  PC OPERATIONS AT LATROBE AREA HOSPITAL 25,000

MERCY SHIPS

PO BOX 2020
GARDEN VALLEY,TX75771
  PC OPERATIONS 10,000

MERCY SHIPS

PO BOX 2020
GARDEN VALLEY,TX75771
  PC OPERATIONS 10,000

PARTNERS HEALTHCARE SYSTEM INC

399 REVOLUTION DR SUITE 645
SOMMERVILLE,MA02145
  PC OPERATIONS AT MASS GENERAL HOSPITAL 25,000

PHOEBE FOUNDATION INC

PO BOX 3770
ALBANY,GA31706
  PC OPERATIONS AT PHOEBE PUTNEW MEMORIAL HOSPITAL 10,000

PURDUE RESEARCH FOUNDATION

1281 WIN WINTSCHEL BLVD SUITE 2500
WEST LAFAYETTE,IN47906
  PC STUDY OF SERVICE DOGS FOR MILITARY VETERANS WITH PTSD 25,000

THE ROSENZWEIG MISSION INC

41 CROSSROAD PLAZA SUITE 217
WEST HARTFORD,CT06117
  PC OPERATIONS 5,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PL
MEMPHIS,TN38105
  PC OPERATIONS 10,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PL
MEMPHIS,TN38105
  PC OPERATIONS 10,000

UNIVERSITY OF ARIZONA FOUNDATION

PO BOX 210109
TUSCON,AZ85721
  PC STUDY OF SERVICE DOGS FOR MILITARY VETERANS WITH PTSD 25,000

4 PAWS FOR ABILITY INC

207 DAYTON AVE
XENIA,OH45385
  PC OPERATIONS 2,500

ACTION FOR ANIMALS INC

PO BOX 814
LATROBE,PA15650
  PC OPERATIONS 10,000

AMERICAN NATIONAL RED CROSS

PO BOX 37839
BOONE,IA50037
  PC OPERATIONS 10,000

AMERICA'S VETDOGS THE VETERAN K-9 CORPS INC

371 E JERICHO TURNPIKE
SMITHTOWN,NY11787
  PC OPERATIONS 2,500

ANGEL WINGS NETWORK INC

773 W MAIN ST
WEISER,ID83672
  PC OPERATIONS 10,000

ANIMAL RESCUE LEAGUE WESTERN PENNSYLVANIA HUMANE SOCIETY

6926 HAMILTON AVE
PITTSBURGH,PA15208
  PC OPERATIONS 2,500

ANIMAL RESCUE LEAGUE WESTERN PENNSYLVANIA HUMANE SOCIETY

6926 HAMILTON AVE
PITTSBURGH,PA15208
  PC OPERATIONS 2,500

BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA

PO BOX 707
CHARLOTTESVILLE,VA22902
  PC NEW ALBEMARLE CAMPUS 20,000

BOYS & GIRLS CLUB OF MARTIN COUNTY INC

PO BOX 910
HOBE SOUND,FL33475
  PC OPERATIONS 10,000

CANINE COMPANIONS FOR INDEPENDENCE INC

7480 NEW ALBANY CONDIT RD
NEW ALBANY,OH43054
  PC MATCHING SERVICE TEAMS IN 2021 & 2022 IN NORTH CENTRAL REGION 20,000

CANINE COMPANIONS FOR INDEPENDENCE INC

7480 NEW ALBANY CONDIT RD
NEW ALBANY,OH43054
  PC OPERATIONS 5,000

CRISIS CENTER NORTH INCORPORATION

PO BOX 101093
PITTSBURGH,PA15237
  PC OPERATIONS 20,000

CROSS YOUR PAWS RESCUE INC

4012 W LAKE DR
IRWIN,PA15642
  PC OPERATIONS 10,000

GARY SINISE FOUNDATION

PO BOX 40726
NASHVILLE,TN37204
  PC OPERATIONS 10,000

GUIDING EYES FOR THE BLIND INC

611 GRANITE SPRINGS RD
YORKTOWN HTS,NY10598
  PC OPERATIONS 2,500

HOMELESS ANIMALS RESCUE TEAM INC

PO BOX 7261
FAIRFAX STATION,VA22039
  PC OPERATIONS 2,500

HOMELESS ANIMALS RESCUE TEAM INC

PO BOX 7261
FAIRFAX STATION,VA22039
  PC OPERATIONS 2,500

HOPE HAVEN FARM SANCTUARY

2405 WEXFORD-BAYNE RD
SEWICKLEY,PA15143
  PC OPERATIONS 1,000

LAUGHLINTOWN COMMUNITY CENTER INC

PO BOX 453
LAUGHLINTOWN,PA15655
  PC OPERATIONS 10,000

LEE COUNTY HUMANE SOCIETY INC

1140 WARE DR
AUBURN,AL36832
  PC OPERATIONS 2,500

LEE COUNTY HUMANE SOCIETY INC

1140 WARE DR
AUBURN,AL36832
  PC OPERATIONS 2,500

LIGONIER CHURCH OF THE BRETHREN

405 ROUTE 271
LIGONIER,PA15658
  PC PAVILION CONSTRUCTION 5,000

LIGONIER VALLEY MEALS ON WHEELS

PO BOX 203
LIGONIER,PA15658
  PC OPERATIONS 10,000

LIGONIER VALLEY YOUNG MEN'S CHRISTIAN ASSOCIATION OF PA INC

110 W CHURCH ST
LIGONIER,PA15658
  PC HT HIGH FLYERS JUMP ROPE TEAM 10,417

LIGONIER VALLEY YOUNG MEN'S CHRISTIAN ASSOCIATION OF PA INC

110 W CHURCH ST
LIGONIER,PA15658
  PC OPERATIONS 10,000

LIZ E'S PEKINGESE RESCUE

PO BOX 1248
BENTON,AR72018
  PC OPERATIONS 10,000

LIZ E'S PEKINGESE RESCUE

PO BOX 1248
BENTON,AR72018
  PC OPERATIONS 10,000

LUS LABS LABRADOR RETRIEVER RESCUE INC

PO BOX 551
BERLIN,MD21811
  PC OPERATIONS 2,500

MAUREEN'S HAVEN

28 LINCOLN AVE
RIVERHEAD,NY11901
  PC OPERATIONS 10,000

MOTORCYCLE RELIEF PROJECT

PO BOX 3220
EVERGREEN,CO80437
  PC OPERATIONS 5,000

MOVE UNITED

451 HUNGERFORD DR SUITE 608
ROCKVILLE,MD20850
  PC PURCHASE ADAPTIVE SPORTS EQUIPMENT 10,000

NATIONAL DISASTER SEARCH DOG FOUNDATION INC

6800 WHEELER CANYON RD
SANTA PAULA,CA93060
  PC OPERATIONS 5,000

NEIGHBORHOOD HOUSE CLUB

PO BOX 332
NORTHEAST HARBOR,ME04662
  PC OPERATIONS 10,000

NINTH LIFE RESCUE CENTER

PO BOX 74
GRAPEVILLE,PA15634
  PC OPERATIONS 10,000

NO DOG LEFT BEHIND INC

15 ALLEGHENY COUNTY AIRPORT
WEST MIFFLIN,PA15122
  PC OPERATIONS 5,000

NORTH VALLEY ANIMAL DISASTER GROUP

PO BOX 441
CHICO,CA95927
  PC OPERATIONS 2,500

PENSION WORKS

20 E STATE ST
ATHENS,OH45701
  PC OPERATIONS 25,000

PENSION WORKS

20 E STATE ST
ATHENS,OH45701
  PC OPERATIONS 25,000

PAWS FOR PURPLE HEARTS

10201 OLD ROCKWOOD HWY
PENNGROVE,CA94951
  PC OPERATIONS 2,500

PETFINDER FOUNDATION

4729 E SUNRISE DR 119
TUSCON,AZ85715
  PC OPERATIONS 2,500

QUALITAS OF LIFE FOUNDATION

1221 AVENUE OF THE AMERICAS LOBBY 4
NEW YORK,NY10020
  PC OPERATIONS 5,000

SAINT VINCENT BASILICA PARISH

300 FRASER PURCHASE RD
LATROBE,PA15650
  PC OPERATIONS 25,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607
  PC OPERATIONS 5,000

SENIOR HEARTS RESCUE AND RENEWAL

PO BOX 187
BRADFORDWOODS,PA15101
  PC OPERATIONS 1,000

SHELTER FROM THE STORM

73550 ALESSANDRO DR SUITE 5
PALM DESERT,CA92260
  PC OPERATIONS 10,000

ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH

PO BOX 336
LIGONIER,PA15658
  PC OPERATIONS 25,000

ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH

PO BOX 336
LIGONIER,PA15658
  PC CEMETERY REPAIRS 15,000

ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH

PO BOX 336
LIGONIER,PA15658
  PC OPERATIONS 10,000

ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH

PO BOX 336
LIGONIER,PA15658
  PC OPERATIONS 10,000

SWP INC

15954 JACKSON CREEK PKWY SUITE B
546
MONUMENT,CO80132
  PC OPERATIONS 50,000

TEAM RUBICON

5230 PACIFIC CONCOURSE DR
LOS ANGELES,CA90045
  PC OPERATIONS 5,000

THROW AWAY DOGS PROJECT

232 BARNSLEY AVE
HUNTINGDON VALLEY,PA19006
  PC OPERATIONS 2,500

TRINITY LUTHERAN CHURCH

PO BOX 324
DERRY,PA15627
  PC OPERATIONS 10,000

TRINITY LUTHERAN CHURCH

PO BOX 324
DERRY,PA15627
  PC OPERATIONS 10,000

TRINITY UNITED METHODIST CHURCH

398 CHURCH ST
INDIANA,PA15701
  PC OPERATIONS 10,000

TRINITY UNITED METHODIST CHURCH

398 CHURCH ST
INDIANA,PA15701
  PC OPERATIONS 10,000

VALLEY YOUTH NETWORK

PO BOX 303
LIGONIER,PA15658
  PC OPERATIONS 10,000

WARRIOR CANINE CONNECTION INC

14934 SCHAEFFER RD
BOYDS,MD20841
  PC OPERATIONS 2,500

WESTMORELAND COUNTY FOOD BANK INC

100 DEVONSHIRE DR
DELMONT,PA15626
  PC OPERATIONS 25,000

WESTMORELAND COUNTY FOOD BANK INC

100 DEVONSHIRE DR
DELMONT,PA15626
  PC OPERATIONS 5,000

WESTMORELAND COUNTY FOOD BANK INC

100 DEVONSHIRE DR
DELMONT,PA15626
  PC OPERATIONS 5,000

WESTMORELAND HUMAN OPPORTUNITIES INC

226 S MAPLE AVE
GREENSBURG,PA15601
  PC SHOP WITH A COP PROGRAM 2,000

WILLOWIND THERAPEUTIC RIDING CENTER INC

1140 STATE HIGHWAY 3
BAR HARBOR,ME04609
  PC OPERATIONS 10,000

WORLD CENTRAL KITCHEN INCORPORATED

655 NEW YORK AVE 6TH FL
WASHINGTON,DC20009
  PC OPERATIONS 5,000
Total .................................right arrow 3a 2,631,087
bApproved for future payment

LOYALHANNA ASSOCIATION INC
PO BOX 717
LIGONIER,PA15658
  NC OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA 130,000

TALL TIMBERS RESEARCH INC
13093 HENRY BEADEL DR
TALLAHASSEE,FL32312
  PC ALBANY QUAIL PROJECT 20,000

TALL TIMBERS RESEARCH INC
13093 HENRY BEADEL DR
TALLAHASSEE,FL32312
  PC ALBANY QUAIL PROJECT 20,000

THE PITTSBURGH FOUNDATION
5 PPG PL SUITE 250
PITTSBURGH,PA15222
  PC MELLON FAMILY SCHOLARSHIP 10,000

THE PITTSBURGH FOUNDATION
5 PPG PL SUITE 250
PITTSBURGH,PA15222
  PC MELLON FAMILY SCHOLARSHIP 10,000

SKIDMORE COLLEGE
815 N BROADWAY
SARATOGA SPRINGS,NY12866
  PC FACULTY-STUDENT COLLABORATIVE RESEARCH AND ENDOWMENT 30,000

SKIDMORE COLLEGE
815 N BROADWAY
SARATOGA SPRINGS,NY12866
  PC FACULTY-STUDENT COLLABORATIVE RESEARCH AND ENDOWMENT 30,000

SKIDMORE COLLEGE
815 N BROADWAY
SARATOGA SPRINGS,NY12866
  PC FACULTY-STUDENT COLLABORATIVE RESEARCH AND ENDOWMENT 30,000

SKIDMORE COLLEGE
815 N BROADWAY
SARATOGA SPRINGS,NY12866
  PC FACULTY-STUDENT COLLABORATIVE RESEARCH AND ENDOWMENT 30,000

ST ANNE'S BELFIELD INC
2132 IVY RD
CHARLOTTESVILLE,VA22903
  PC RENOVATIONS TO RANDOLPH HALL 25,000

ST ANNE'S BELFIELD INC
2132 IVY RD
CHARLOTTESVILLE,VA22903
  PC RENOVATIONS TO RANDOLPH HALL 25,000

ST PAUL'S SCHOOL
325 PLEASANT ST
CONCORD,NH03301
  PC ENDOWMENT 20,000

ST PAUL'S SCHOOL
325 PLEASANT ST
CONCORD,NH03301
  PC ENDOWMENT 20,000

VALLEY SCHOOL OF LIGONIER
PO BOX 616
LIGONIER,PA15658
  PC OPERATIONS 25,000

VALLEY SCHOOL OF LIGONIER
PO BOX 616
LIGONIER,PA15658
  PC OPERATIONS 10,000

VALLEY SCHOOL OF LIGONIER
PO BOX 616
LIGONIER,PA15658
  PC OPERATIONS 10,000

VALLEY SCHOOL OF LIGONIER
PO BOX 616
LIGONIER,PA15658
  PC 75TH ANNIVERSARY 25,000

VALLEY SCHOOL OF LIGONIER
PO BOX 616
LIGONIER,PA15658
  PC 75TH ANNIVERSARY 25,000

VALLEY SCHOOL OF LIGONIER
PO BOX 616
LIGONIER,PA15658
  PC MAINTENANCE AND REPAIR OF RECTOR PARK AND PLAYGROUND 15,000

VALLEY SCHOOL OF LIGONIER
PO BOX 616
LIGONIER,PA15658
  PC MAINTENANCE AND REPAIR OF RECTOR PARK AND PLAYGROUND 15,000

PURDUE RESEARCH FOUNDATION
1281 WIN HENTSCHEL BLVD STE 2500
WEST LAFAYETTE,IN47906
  PC STUDYING THE IMPACTS OF SERVICE DOGS FOR VETERANS WITH PTSD 25,000

PURDUE RESEARCH FOUNDATION
1281 WIN HENTSCHEL BLVD STE 2500
WEST LAFAYETTE,IN47906
  PC STUDYING THE IMPACTS OF SERVICE DOGS FOR VETERANS WITH PTSD 25,000

UNIVERSITY OF ARIZONA FOUNDATION
PO BOX 210109
TUCSON,AZ85721
  PC STUDYING THE IMPACTS OF SERVICE DOGS FOR VETERANS WITH PTSD 25,000

UNIVERSITY OF ARIZONA FOUNDATION
PO BOX 210109
TUCSON,AZ85721
  PC STUDYING THE IMPACTS OF SERVICE DOGS FOR VETERANS WITH PTSD 25,000

BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA
PO BOX 707
CHARLOTTESVILLE,VA22902
  PC NEW CAMPUS IN ALBEMARLE, VA 20,000

BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA
PO BOX 707
CHARLOTTESVILLE,VA22902
  PC NEW CAMPUS IN ALBEMARLE, VA 20,000

BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA
PO BOX 707
CHARLOTTESVILLE,VA22902
  PC NEW CAMPUS IN ALBEMARLE, VA 20,000
Total ................................. right arrow 3b 685,000
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 79,826  
4 Dividends and interest from securities ....     14 838,500  
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 .....     14 306,508  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -19,547  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,205,287 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,205,287
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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) 130,000 LOYALHANNA ASSOCIATION INC CASH GRANT
1a(1) 8,394 LOYALHANNA ASSOCIATION INC CASH GRANT
1a(1) 1,000 LOYALHANNA ASSOCIATION INC CASH GRANT
1a(1) 10,000 LOYALHANNA ASSOCIATION INC CASH GRANT
1a(1) 1,000 LOYALHANNA ASSOCIATION INC 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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX FEES 81,911 0   54,233

TY 2022 AllOthProgRltdInvestmentsSch
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Category Amount
NONE 0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 ExpenditureResponsibilityStmt
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
LOYALHANNA ASSOCIATION INC
 
PO BOX 717
LIGONIER,PA15658
2021-06-14 390,000 OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA 130,000 NO KNOWN DIVERSION 5/22/2023   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
LOYALHANNA ASSOCIATION INC
 
PO BOX 717
LIGONIER,PA15658
2022-08-17 8,394 FIRE ARMS FOR OFFICERS 8,394 NO KNOWN DIVERSION 5/22/2023   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
LOYALHANNA ASSOCIATION INC
 
PO BOX 717
LIGONIER,PA15658
2022-12-07 10,000 OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA 10,000 NO KNOWN DIVERSION 5/22/2023   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
LOYALHANNA ASSOCIATION INC
 
PO BOX 717
LIGONIER,PA15658
2022-12-07 1,000 OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA 1,000 NO KNOWN DIVERSION 5/22/2023   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
LOYALHANNA ASSOCIATION INC
 
PO BOX 717
LIGONIER,PA15658
2022-12-07 1,000 OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA 1,000 NO KNOWN DIVERSION 5/22/2023   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

TY 2022 GeneralExplanationAttachment
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Identifier Return Reference Explanation
SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PART VI-A, LINE 11: NAME OF CONTROLLED ENTITY: RICHARD KING MELLON FOUNDATIONEMPLOYER ID NO: 25-1127705ADDRESS: P.O. BOX 945 LIGONIER, PA 15658EXCESS BUSINESS HOLDING: NO

TY 2022 InvestmentsOtherSchedule2
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABERDEEN INTERNATIONAL PARTNERS, L.P. AT COST 0 181,162
ABERDEEN NEXT GENERATION V, L.P. AT COST 0 70,609
ABERDEEN US PRIVATE EQUITY III, L.P. AT COST 0 190,086
ABERDEEN US PRIVATE EQUITY IX, L.P. AT COST 993,776 1,429,843
ABERDEEN US PRIVATE EQUITY VI, L.P. AT COST 0 1,960,107
ABERDEEN US PRIVATE EQUITY VII, L.P. AT COST 0 2,366,241
ABERDEEN US PRIVATE EQUITY VIII, L.P. AT COST 760,224 1,903,721
ABERDEEN VENTURE PARTNERS V, L.P. AT COST 0 237,999
ABERDEEN VENTURE PARTNERS VI, L.P. AT COST 0 556,934
ABERDEEN VENTURE PARTNERS X, L.P. AT COST 407,962 2,158,022
ABERDEEN VENTURE PARTNERS XI, L.P. AT COST 795,000 1,485,542
ABERDEEN VENTURE PARTNERS XII, L.P. AT COST 590,000 659,367
ABERDEEN VENTURE PARTNERS XIII, L.P. AT COST 125,000 103,126
ASHMORE EM TOTAL RETURN FUND AT COST 754,525 538,433
BERNSTEIN EMERGING MARKETS VALUE FUND AT COST 500,806 431,420
BLACKROCK EQUITY DIVIDEND AT COST 310,735 362,701
BLACKROCK STRATEGIC INCOME OPPORTUNITY FUND AT COST 867,508 807,908
BRANDYWINE GLOBAL OPPORTUNISTIC ABSOLUTE RETURN AT COST 1,856,881 1,756,028
CARLYLE ASIA GROWTH PARTNERS III, L.P. AT COST 21,569 30,635
CARLYLE ASIA PARTNERS II, L.P. AT COST 0 5,337
CARLYLE PARTNERS V, L.P. AT COST 0 32,460
CARLYLE REALTY PARTNERS IV, L.P. AT COST 0 4,067
CARLYLE REALTY PARTNERS V, L.P. AT COST 0 1,939
CARLYLE/RIVERSTONE TE PARTNERS III, L.P. AT COST 0 22,609
CROSS CREEK PARTNERS VI, L.P. AT COST 668,042 668,834
DELAWARE EMERGING MARKETS FUND I SHARES AT COST 592,643 679,162
DODGE & COX INCOME FUND AT COST 3,600,020 3,161,671
DODGE & COX INTERNATIONAL STOCK FUND AT COST 426,938 735,042
GREENSPRING GLOBAL PARTNERS IX, L.P. AT COST 776,452 1,403,832
GREENSPRING GLOBAL PARTNERS X, L.P. AT COST 579,609 635,760
HARBOR CAPITAL APPRECIATION FUND AT COST 198,370 422,699
ISHARES RUSSELL 2000 INDEX AT COST 145,452 609,768
ISHARES RUSSELL 1000 GROWTH AT COST 762,014 4,691,309
ISHARES RUSSELL 1000 VALUE AT COST 1,013,056 3,339,522
J HANCOCK US GLOBAL LEADERS FUND AT COST 288,780 426,287
MFS INTERNATIONAL GROWTH AT COST 664,060 1,012,240
MONDRIAN INTERNATIONAL EQUITY FUND AT COST 612,340 490,245
OCM GLOBAL HIGH YIELD BOND FUND, L.P. AT COST 1,659,351 1,569,923
OCM HIGH INCOME CONVERTIBLE FUND II, L.P. AT COST 2,966,275 2,888,619
OCM OPPORTUNITIES FUND VII, L.P. AT COST 0 5,855
OCM OPPORTUNITIES FUND VIIB, L.P. AT COST 0 247
REDPOINT VENTURES III, L.P. AT COST 0 45,487
RIVERSTONE/CARLYLE TE PARTNERS IV, L.P. AT COST 0 854
RUSSELL GLOBAL EQUITY PLUS FUND AT COST 6,381,490 7,734,139
SPDR S&P MID CAP 400 ETF AT COST 419,129 2,118,150
STERLING CAPITAL MID VAL INST AT COST 442,712 569,289
T. ROWE PRICE EMERGING MARKETS FUND AT COST 513,977 642,483
T. ROWE PRICE EQUITY INCOME FUND AT COST 322,011 495,522
T. ROWE PRICE FLOATING RATE FUND AT COST 1,800,020 1,613,672
T. ROWE PRICE INTERNATIONAL STOCK FUND AT COST 647,060 756,241
T. ROWE PRICE MID-CAP GROWTH FUND AT COST 221,327 619,758
T. ROWE PRICE NEW HORIZONS FUND AT COST 96,619 193,402
T. ROWE PRICE SMALL-CAP VALUE AT COST 122,625 253,126
TOUCHSTONE SANDS CAPITAL SELECT GROWTH FUND A AT COST 189,728 222,553
WESTWOOD GLOBAL INVESTMENTS, LLC AT COST 768,657 806,349
WILLIAM BLAIR INTERNATIONAL GROWTH AT COST 609,060 717,887

TY 2022 LegalFeesSchedule
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 10,360 2,874   7,486


TY 2022 OtherAssetsSchedule
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PRE-PAID TAXES 0 3,628 3,628


TY 2022 OtherExpensesSchedule
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 7,952 0   7,952
OTHER EXPENSES 1,891 202   1,689
DIRECTORS & OFFICERS LIABILITY INSURANCE 36,121 10,020   26,101
OTHER INSURANCE 1,039 288   751
DUES AND MEMBERSHIPS 2,214 0   2,214


TY 2022 OtherIncomeSchedule2
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME/ (LOSS) 205,207 304,252 205,207
BENEFIT FROM PROVISION FOR DEFERRED TAXES 101,301 0 101,301


TY 2022 OtherLiabilitiesSchedule
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAX PAYABLE 15,141 0
DEFERRED TAX LIABILITY 398,127 296,826


TY 2022 OtherProfessionalFeesSchedule
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 61,579 61,579   0


TY 2022 TaxesSchedule
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PROVISION 60,049 0   0
FOREIGN INCOME TAXES 10,258 10,258   0