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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MELLING FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3081 WHITEWATER DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOLLADAY, UT841211562
A Employer identification number

87-0663843
B Telephone number (see instructions)

(801) 277-9118
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$1,296,040J 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 1,208 1,208 1,208
4 Dividends and interest from securities... 28,390 28,390 28,390
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -58,602
b Gross sales price for all assets on line 6a 223,873
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ -29,004 29,598 29,598
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,799 8,799 0 0
17 Interest............... 5 5 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,385 1,385 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,401 2,401 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,590 12,590 0 0
25 Contributions, gifts, grants paid....... 102,000 102,000
26 Total expenses and disbursements. Add lines 24 and 25 114,590 12,590 0 102,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -143,594
b Net investment income (if negative, enter -0-) 17,008
c Adjusted net income (if negative, enter -0-)... 29,598
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 1,244 104 104
2 Savings and temporary cash investments......... 7,604 28,172 28,172
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)....... 1,169,733 Click to see attachment
List of Attached Documents:
// Content
1,008,164 		1,267,764
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,178,581 1,036,440 1,296,040
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 1,178,581 1,036,440
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,178,581 1,036,440
30 Total liabilities and net assets/fund balances (see instructions). 1,178,581 1,036,440
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
1,178,581
2
Enter amount from Part I, line 27a .....................
2
-143,594
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,453
4
Add lines 1, 2, and 3 ..........................
4
1,036,440
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
1,036,440
Form 990-PF (2023)
Form 990-PF (2023)
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 WELLS FARGO 3199      
b WELLS FARGO 3199      
c WELLS FARGO 3199      
d WELLS FARGO 3199      
e INVESCO DB COMMODITY INDEX TRACKING FUND      
(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 132,164   167,503 -35,339
b 17,579   17,579 0
c 61,709   84,779 -23,070
d 12,421   12,421 0
e       -193
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       -35,339
b       0
c       -23,070
d       0
e       -193
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 -58,602
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 -35,532
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) 1 236
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........................... 3 236
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- ..... 5 236
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 35
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 450
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 485
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 249
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow249 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowUT
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 2023 or the taxable year beginning in 2023? 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
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
 
No
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 arrowNANCY N MELLING Telephone no.right arrow (801) 277-9118

Located atright arrow3081 WHITEWATER DRIVEHOLLADAYUT ZIP+4right arrow841211562
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(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
 
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
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
GEORGE D MELLING TRUSTEE
16.00 		0 0 0
3081 WHITEWATER DRIVE
HOLLADAY,UT841211562
NANCY N MELLING TRUSTEE
60.00 		0 0 0
3081 WHITEWATER DRIVE
HOLLADAY,UT841211562
THOMAS G MELLING TRUSTEE
5.00 		0 0 0
3081 WHITEWATER DRIVE
HOLLADAY,UT841211562
AMY M CHRISTIANSEN TRUSTEE
5.00 		0 0 0
3081 WHITEWATER DRIVE
HOLLADAY,UT841211562
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
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  
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
1,274,934
b
Average of monthly cash balances.......................
1b
46,468
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,321,402
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
1,321,402
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,821
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,301,581
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
65,079
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
65,079
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
236
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
236
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
64,843
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
64,843
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
64,843
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
102,000
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
102,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 64,843
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 15,089
d From 2021...... 3,659
e From 2022...... 10,593
f Total of lines 3a through e ........ 29,341
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 102,000
a Applied to 2022, but not more than line 2a 0
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 2023 distributable amount..... 64,843
e Remaining amount distributed out of corpus 37,157
5 Excess distributions carryover applied to 2023. 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 66,498
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		66,498
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 15,089
c Excess from 2021.... 3,659
d Excess from 2022.... 10,593
e Excess from 2023.... 37,157
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
NANCY N MELLING
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:
NANCY N MELLING
3081 WHITEWATER DR
HOLLADAY,UT841211562
(801) 277-9118
bThe form in which applications should be submitted and information and materials they should include:
PRELIMINARY LETTER STATING PURPOSE OF THE ORGANIZATION AND SIZE OF GRANT REQUESTED. FURTHER INFORMATION MAY BE ASKED FOR.
cAny submission deadlines:
JUNE 1 - TRUSTEES MEET ONCE A YEAR DURING THE SUMMER
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RELIGIOUS ORGANIZATIONS OR AFFILIATIONS. WE SUPPORT ENVIRONMENT, WILDLIFE, WOMEN'S HEALTH, EDUCATION & LOW-INCOME ISSUES.
Form 990-PF (2023)
Form 990-PF (2023)
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

AFRICAN WILDLIFE FEDERATION

1100 NEW JERSEY SE SUITE 900
WASHINGTON,DC200033348 		NONE   SUPPORT THE MISSION OF ENSURING THE WILDLIFE AND WILDLANDS OF AFRICA WILL ENDURE FOREVER THROUGH INCREASED SCIENTIFIC UNDERSTANDING OF AFRICA'S EXTRAORDINARY ECOSYSTEMS AND THE USE OF COMMUNITY CONSERVATION AND CONSERVATION ENTERPRISE TO DEMONSTRATE THAT WILDLIFE CAN BE CONSERVED WHILE PROPLE'S WELL BEING IS ALSO IMPROVED. 4,000

BIG LIFE FOUNDATION

1715 N HERON DRIVE
RIDGEFIELD,WA986249684 		NONE   SUPPORT BIG LIFE'S MISSION IS TO PROTECT AND SUSTAIN THE WILDLIFE AND HABITATS OF THE MORE THAN 1.6 MILLION ACRES IN THE GREATER AMBOSELI ECOSYSTEM, INCLUDING ONE OF THE LARGEST POPULATIONS OF ELEPHANTS REMAINING IN EAST AFRICA. 4,000

ELEPHANT FAMILY USA INC

130 WEST 79TH STREET SUITE 16A
NEW YORK,NY100246483 		NONE   SUPPORT PROTECTING ASIAN ELEPHANTS AND THEIR HABITAT "WE ARE COMMITTED TO BUILDING LANDSCAPES THAT SUPPORT HUMAN-WILDLIFE COEXIXTENCE." 1,000

ENVIRONMENTAL DEFENSE FUND

1875 CONNECTCUT AVE NW SUITE 600
WASHINGTON,DC200095739 		NONE   SUPPORT THE WORK OF SUPPORTING NATIONAL ENVIRONMENTAL INITIATIVES AND PROGRAMS BENEFITING AIR QUALITY, WATER AND HABITAT RESTORATION. 15,000

FOURTH STREET CLINIC

409 WEST 400 SOUTH
SALT LAKE CITY,UT841011135 		NONE   SUPPORT THE MISSION TO HELP HOMELESS UTAHNS IMPROVE THEIR HEALTH AND QUALITY OF LIFE BY PROVIDING HIGH QUALITY HEALTH CARE AND SUPPORT SERVICES. 2,000

HAWKWATCH INTERNATIONAL

2240 S 900 EAST
SALT LAKE CITY,UT841062327 		NONE   SUPPORT THE VISION OF CONTRIBUTING TO A GREATER PUBLIC AWARENESS OF HUMANITY'S PLACE IN NATURE AND OF ITS RESPONSIBILITY TO THE REST OF LIFE BY FOCUSING ON RAPTORS AS INDICATORS OF ECOSYSTEM HEALTH, BY SCIENTIFICALLY MONITORING LONG-TERM TRENDS IN THEIR POPULATIONS AND BY WORKING TO PROMOTE CONSERVATION ACTIONS BASED ON SOUND SCIENCE. 1,500

MADRE

121 WEST 27TH STREET 301
NEW YORK,NY100016207 		NONE   SUPPORT THE MISSION TO ADVANCE WOMEN'S HUMAN RIGHTS , WORKING IN PARTNERSHIP WITH COMMUNITY-BASED WOMEN'S ORGANIZATIONS IN THE AREA OF ECONOMIC AND ENVIRONMENTAL JUSTICE. 4,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET
NEW YORK,NY100114211 		NONE   SUPPORT THE MISSION OF PROGRAMS TO SAFEGUARD THE EARTH: ITS PEOPLE, ITS PLANTS AND ANIMALS AND THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS. 15,000

OCEAN CONSERVANCY

1300 19TH STREET NW SUITE 800
WASHINGTON,DC200361653 		NONE   SUPPORT THE WORK OF CREATING SCIENCE-BASED SOLUTIONS FOR A HEALTHY OCEAN AND THE WILDLIFE AND COMMUNITIES THAT DEPEND ON IT. 15,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC200907166 		NONE   SUPPORT THE PROGRAMS AND WORK OF PPFA, PROVIDING REPRODUCTIVE HEALTHCARE AND SERVICES. 10,000

SAGELAND COLLABORATIVE (WILD UTAH PROJECT)

824 S 400 WEST SUITE B119
SALT LAKE CITY,UT84101 		NONE   SUPPORT FOR THE MISSION TO PROVIDE SCIENCE-BASED STRATEGIES FOR WILDLIFE AND LAND CONSERVATION BY PROVIDING CONSERVATION SCIENCE RESEARCH AND MAPPING SERVICES WITH THE AIM OF IMPROVING WILDLIFE AND HABITAT MANAGEMENT IN UTAH. 2,500

SAVE OUR CANYONS

3690 E FORT UNION BLVD SUITE 101
COTTONWOOD HEIGHTS,UT841214518 		NONE   SUPPORT THE EFFORT TO PRESERVE ALL OF THE UNTOUCHED NATURAL AREAS OF THE CENTRAL WASATCH FOR THE SAKE OF WILDLIFE, WATERSHED, AND FOR THE HEALTH AND WELL-BEING OF THE RESIDENTS IN THE VALLEY BELOW. 2,000

THE ROAD HOME

PO BOX 2788
SALT LAKE CITY,UT841102788 		NONE   SUPPORT THE MISSION OF THE ROAD HOME OF HELPING PEOPLE STEP OUT OF HOMELESSNESS AND BACK INTO THE COMMUNITY. 3,000

UTAH FOOD BANK

3150 SOUTH 900 WEST
SALT LAKE CITY,UT841192471 		NONE   SUPPORT UTAH FOOD BANK, WHICH HAS OPERATED UNDER VARIOUS NAMES BUT HAS ALWAYS REMAINED TRUE TO OUR MISSION OF FIGHTING HUNGER STATEWIDE. 410,000 UTAHNS, WHICH EQUATES TO 1 IN 8 INDIVIDUALS, ARE AT RISK OF MISSING A MEAL TODAY. 6,000

UTAH OPEN LANDS

1488 S MAIN ST
SALT LAKE CITY,UT841155338 		NONE   SUPPORT THE MISSION TO PRESERVE AND PROTECT OPEN SPACE IN ORDER TO MAINTAIN UTAH'S NATURAL HERITAGE AND QUALITY OF LIFE FOR PRESENT AND FUTURE GENERATIONS THROUGH ASSISTING PRIVATE LANDOWNERS, GOVERNMENT AGENCIES AND COMMUNITIES IN THE VOLUNTARY PRESERVATION OF THE AGRICULTURAL, SCENIC, RECREATIONAL, HISTORIC AND WILDLIFE VALUES OF OPEN LAND.SUPPORT THE MISSION TO PRESERVE AND PROTECT OPEN SPACE IN ORDER TO MAINTAIN UTAH'S NATURAL HERITAGE AND QUALITY OF LIFE FOR PRESENT AND FUTURE GENERATIONS THROUGH ASSISTING PRIVATE LANDOWNERS, GOVERNMENT AGENCIES AND COMMUNITIES IN THE VOLUNTARY PRESERVATION OF THE AGRICULTURAL, SCENIC, RECREATIONAL, HISTORIC AND WILDLIFE VALUES OF OPEN LAND. 2,000

WILDLIFE CONSERVATION NETWORK

209 MISSISSIPPI STREET
SAN FRANCISCO,CA941072528 		NONE   SUPPORT WORK TO SAVE ELEPHANTS. THE ELEPHANT CRISIS FUNDA JOINT INITIATIVE OF SAVE THE ELEPHANTS AND THE WILDLIFE CONSERVATION NETWORKEXISTS TO FUEL THIS COALITION, ENCOURAGE COLLABORATION, AND DELIVER RAPID IMPACT ON THE GROUND. THE ELEPHANT CRISIS FUND HAS BUT ONE GOAL: TO END THE IVORY CRISIS. THE ELEPHANT POACHING CRISIS IS NOW TOO LARGE FOR ANY ONE ORGANIZATION OR GOVERNMENT TO SOLVE AND REQUIRES A COALITION THAT CAN TACKLE POACHING, IVORY TRAFFICKING AND IVORY DEMAND. THE ROLE OF THE ECF IS TO QUICKLY FUND THE MOST INNOVATIVE AND EFFECTIVE PROJECTS IN THESE THREE AREAS ACROSS THE COALITION. 4,000

WILDLIFE REHABILITAION CENTER OF NORTHERN UTAH

3127 NORTH PELICAN DRIVE
FAR WEST,UT844049355 		NONE   SUPPORT THE MISSION: "THROUGH WILDLIFE REHABILITATION AND EDUCATION WE WILL EMPOWER THE COMMUNITY TO ENGAGE IN EDUCATION AND RESPONSIBLE STEWARDSHIP OF WILDLIFE AND HABITAT." 10,000

TRACY AVIARY

589 E 1300 S
SALT LAKE CITY,UT84105 		NONE   TO INSPIRE CURIOSITY AND CARING FOR BIRDS AND NATURE THROUGH EDUCATION AND CONSERVATION. 1,000
Total .................................right arrow 3a 102,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 1,208  
4 Dividends and interest from securities ....     14 28,390  
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 ............ 		    18 -58,602  
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 -29,004 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-29,004
(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 (2023)
Form 990-PF (2023)
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)
 
No
(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
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpStockSchedule
Name:
MELLING FAMILY FOUNDATION
EIN:
87-0663843
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 15,571 14,877
AGCO CORP AGCO 7,037 9,227
ALPHABET INC I. VOTING CAP STK CL A GOOGL 17,948 22,350
AMERIS BANCORP ABCB 5,072 6,631
AMKOR TECHNOLOGY INC AMKR 8,988 12,044
APPLIED MATERIALS INC AMAT 19,250 23,824
ARCBEST CORP ARCB 2,857 9,617
ARCH CAP GROUP LTD 15,531 19,087
ARISTA NETWORKS INC 15,440 26,848
AUTOMATIC DATA PROCESSING 15,614 13,512
AUTONATION INC AN 7,744 12,465
AVNET INC 9,925 11,038
BADGER METER INC BMI 5,293 8,799
BANCORP INC DEL 6,519 8,406
BERKSHIRE HATHAWAY INC SERIES B NEW BRK/B 9,779 17,476
CNX RES CORP 9,991 11,780
COMMERCIAL METALS CO 10,015 10,108
CONSOL MINING CORP 6,469 8,646
CORCEPT THERAPEUTICX INC 6,497 8,412
DORIAN LPG LTD 6,545 14,433
EMCOR GROUP INC 10,030 14,003
ENCORE WIRE CORP 6,511 9,398
ENOVA INTL INC ENVA 5,609 9,024
ENSIGN GROUP INC ENSG 5,617 7,742
ETHAN ALLEN INTERIORS 6,541 7,597
FIRST BANCORP P R NEW 6,506 7,123
FIRST TR GLOBAL ETF TACTICAL COMMODITY STRATEGY FUND 13,135 11,040
FIVE BELOW INC FIVE 5,761 11,297
HCA HEALTH CARE INC HCA 6,775 17,594
I SHARES SILVER TR ETF 21,949 22,412
INVESCO DB COMMODITY ETF INDEX TRACKING FD UNIT 21,924 19,087
INVESCO OPTIMUM YLD ETF DIVERSIFIED COMMODITY 8,772 6,823
ISHARES 20 YEAR ETF TREASURY BOND 22,644 25,511
ISHARES CPRE MSCI ETF EAFE ETF IEFA 137,824 152,378
ISHARES CORE TOTAL ETF USD BOND MARKET IUSB 20,297 20,685
ISHARES CORE U.S. ETF AGGREGATE BOND AGG 8,326 7,543
ISHARES GOLD TR ETF ISHARESNEW IAU 19,297 25,096
ISHARES IBOXX & ETF INVESTMENT GRADE CORP BO LQD 8,211 7,636
ISHARESINC ETF CORE MSCI EMERGING MKTS IEMG 125,209 129,991
JABIL INC JBL 5,085 17,581
JPMORGAN ETF ULTRA-SHORT INCOME JPST 30,029 30,088
MARATHON PETROLEUM CORP MPC 6,902 19,435
MICROSOFT CORP MSFT 31,461 46,629
MURPHY OIL CORP 10,029 9,215
NRG ENERGY INC 15,493 19,439
NVIDIA CORP NVDA 33,177 73,293
OLYMPIC STEEL INC 6,557 12,606
ON SEMI CONDUCTOR CORP 15,505 17,959
RAMBUS INC DEL 6,506 11,603
RPM INTERNATIONAL INC RPM 8,140 10,716
RYDER SYSTEM INC 9,990 12,657
SELECT SECTOR SPDR F ETF 40,049 39,141
SPROUTS FARMERS MARKETS 10,039 14,048
SPX TECHNOLOGIES INC 6,517 9,495
TEMPUR SEALY INTL INC 9,992 15,903
TIMKEN COMPANY 10,018 10,820
UNITED PARCEL SERVICE-B UPS 13,637 12,893
UNITED RENTALS INC URI 8,959 25,230
WARRIOR MET COAL INC 6,500 10,243
WEST PHARMACEUTICAL SVCS INC WST 15,976 22,536
FIDELITY FUNDS FIDELITY TREASURY PORT INSTITUTIONAL CLASS SHS FRBXX 20,818 20,819
JP MORGAN TR I STRATEGIC INCOME OPPTY I CL JSOSX 23,762 23,855

TY 2023 OtherExpensesSchedule
Name:
MELLING FAMILY FOUNDATION
EIN:
87-0663843
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PORTFOLIO DEDUCTIONS 162 162 0 0
INVESCO DB COMMUNITY INVESMENT LOSS 2,239 2,239 0 0


TY 2023 OtherIncreasesSchedule
Name:
MELLING FAMILY FOUNDATION
EIN:
87-0663843
Description Amount
ADJUSTMENT FOR MATHEMATICAL INTEGRITY 1,453


TY 2023 OtherProfessionalFeesSchedule
Name:
MELLING FAMILY FOUNDATION
EIN:
87-0663843
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WELLS FARGO 8,799 8,799 0 0


TY 2023 TaxesSchedule
Name:
MELLING FAMILY FOUNDATION
EIN:
87-0663843
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
US TREASURY 100 100 0 0
FOREIGN TAXES - WELLS FARGO 1,285 1,285 0 0