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
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$59,774,777J 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 184,325 183,197  
4 Dividends and interest from securities... 909,536 490,243  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,796,855
b Gross sales price for all assets on line 6a 3,290,928
7 Capital gain net income (from Part IV, line 2)... 1,977,190
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
548,253 36,123  
12 Total. Add lines 1 through 11........ 3,438,969 2,686,753  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 196,536 102,588   93,949
14 Other employee salaries and wages...... 112,152 16,811   95,340
15 Pension plans, employee benefits....... 123,882 36,014   87,868
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
80,441 6,204   49,326
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
60,074 60,074   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
106,827 13,111   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 18,239 0   18,239
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 555 0   555
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
55,008 16,970   38,038
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 753,714 251,772   383,315
25 Contributions, gifts, grants paid....... 2,448,072 2,762,072
26 Total expenses and disbursements. Add lines 24 and 25 3,201,786 251,772   3,145,387
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 237,183
b Net investment income (if negative, enter -0-) 2,434,981
c Adjusted net income (if negative, enter -0-)...  
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.............      
2 Savings and temporary cash investments......... 246,035 990,563 990,563
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).......... 35,471,803 Click to see attachment
List of Attached Documents:
// Content
34,715,951 		58,784,214
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
3,628 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 35,721,466 35,706,514 59,774,777
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 685,000 371,000
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
296,826 		Click to see attachment
List of Attached Documents:
// Content
358,691
23 Total liabilities (add lines 17 through 22)......... 981,826 729,691
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........... 34,739,640 34,976,823
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)..... 34,739,640 34,976,823
30 Total liabilities and net assets/fund balances (see instructions). 35,721,466 35,706,514
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
34,739,640
2
Enter amount from Part I, line 27a .....................
2
237,183
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
34,976,823
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
34,976,823
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 CAPITAL GAIN DISTRIBUTIONS P    
b PUBLICLY TRADED SECURITIES P    
c GAIN FROM DISPOSITION OF PARTNERSHIP INVESTMENTS P 2023-01-01 2023-12-31
d GAIN FROM PARTNERSHIP INVESTMENTS P 2023-01-01 2023-12-31
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 152,847     152,847
b 3,138,081   1,710,341 1,427,740
c       6,832
d       389,771
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       152,847
b       1,427,740
c       6,832
d       389,771
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 1,977,190
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 33,846
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 33,846
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 33,846
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 25,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 55,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 337
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 20,817
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow20,817 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
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 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
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 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)
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 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)
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
W RUSSELL G BYERS JR TRUSTEE
1.00 		0 0 0
PO BOX 690
LIGONIER,PA15658
CATHARINE MELLON CATHEY TRUSTEE/PRESIDENT
1.00 		0 0 0
PO BOX 690
LIGONIER,PA15658
RICHARD A MELLON TRUSTEE / CHAIRMAN / CEO
1.00 		0 0 0
PO BOX 690
LIGONIER,PA15658
BRUCE KING MELLON HENDERSON TRUSTEE
1.00 		0 0 0
PO BOX 690
LIGONIER,PA15658
CONSTANCE ELIZABETH MELLON KAPP TRUSTEE
1.00 		0 0 0
PO BOX 690
LIGONIER,PA15658
ALISON M BYERS PSYD TRUSTEE
1.00 		0 0 0
PO BOX 690
LIGONIER,PA15658
ARMOUR N MELLON TRUSTEE
1.00 		0 0 0
PO BOX 690
LIGONIER,PA15658
SAM REIMAN TRUSTEE/DIRECTOR
2.00 		41,827 8,754 0
PO BOX 690
LIGONIER,PA15658
DOUGLAS L SISSON TRUSTEE/ VP/ TREASURER
2.00 		66,452 13,960 0
PO BOX 690
LIGONIER,PA15658
JOHN J TURCIK TRUSTEE/CONTROLLER (THRU 6/30/2023)
2.00 		52,881 16,857 0
PO BOX 690
LIGONIER,PA15658
BRIAN J HILL SECRETARY (FROM 7/1/2023)
1.00 		0 0 0
PO BOX 690
LIGONIER,PA15658
PAUL A HANNAH TR/SEC (THRU 6/23) CNTRLLR (FROM 7/23)
2.00 		35,376 13,686 0
PO BOX 690
LIGONIER,PA15658
EDWARD J MORGAN TRUSTEE (FROM 7/1/2023) /ASSISTANT TRE
1.00 		0 0 0
PO BOX 690
LIGONIER,PA15658
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
BROOK S NOEL EXECUTIVE ASSISTANT
20.00 		55,264 37,227 0
PO BOX 945
LIGONIER,PA15658
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
DELOITTE TAX LLP PROFESSIONAL SERVICES 80,441
PO BOX 844736
DALLAS,TX752844736
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 (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
41,295,041
b
Average of monthly cash balances.......................
1b
1,218,168
c
Fair market value of all other assets (see instructions)................
1c
16,281,459
d
Total (add lines 1a, b, and c).........................
1d
58,794,668
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
58,794,668
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
881,920
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
57,912,748
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,895,637
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
2,895,637
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
33,846
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
33,846
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,861,791
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,861,791
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
2,861,791
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
3,145,387
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
3,145,387
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 2,861,791
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,421,383
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......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,145,387
a Applied to 2022, but not more than line 2a 1,421,383
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..... 1,724,004
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		1,137,787
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
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 (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

AMERICA'S VETDOGS THE VETERANS K-9 CORPS INC

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

IRONDOG K9 INTERNATIONAL INC

110 RIVERBEND DRIVE
MCDONOUGH,GA30252 		  PC OPERATIONS 10,000

LIGONIER VALLEY FIRE COMPANIES

PO BOX 376
LIGONIER,PA15658 		  PC OPERATIONS 5,000

LIGONIER VALLEY FIRE COMPANIES

PO BOX 376
LIGONIER,PA15658 		  PC OPERATIONS 10,000

LIGONIER VALLEY FIRE COMPANIES

PO BOX 376
LIGONIER,PA15658 		  PC OPERATIONS 5,000

LIGONIER VALLEY FIRE COMPANIES

PO BOX 376
LIGONIER,PA15658 		  PC OPERATIONS 5,000

LIGONIER VALLEY FIRE COMPANIES

PO BOX 376
LIGONIER,PA15658 		  PC OPERATIONS 25,000

LIGONIER VALLEY FIRE COMPANIES

PO BOX 376
LIGONIER,PA15658 		  PC OPERATIONS 10,000

LIGONIER VALLEY POLICE DEPARTMENT

ONE MUNICIPAL PARK DRIVE
LIGONIER,PA15658 		  PC DECALS 9,000

LOYALHANNA ASSOCIATION INC

PO BOX 717
LIGONIER,PA15658 		  NC OPERATIONS 130,000

LOYALHANNA ASSOCIATION INC

PO BOX 717
LIGONIER,PA15658 		  NC OPERATIONS 10,000

PROJECT K9 HERO

P O BOX 1692
MERRIFIELD,VA22116 		  PC OPERATIONS 3,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

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

SWP INC DBA SHADOW WARRIORS PROJECT

15954 JACKSON CREEK PARKWAY SUITE B
564
MONUMENT,CO80132 		  PC OPERATIONS 10,000

YOUNG AMERICA'S FOUNDATION

SIXTH FL 11480 COMMERCE PARK DRIVE
RESTON,VA20191 		  PC OPERATIONS 10,000

ATLANTIC SALMON FEDERATION INC

PO BOX 807
CALAI,ME04619 		  PC OPERATIONS 5,000

ATLANTIC SALMON FEDERATION INC

PO BOX 807
CALAI,ME04619 		  PC OPERATIONS 25,000

BONEFISH & TARPON TRUST INC

2937 SW 27TH AVENUE SUITE 203
MIAMI,FL33133 		  PC OPERATIONS 5,000

BONEFISH & TARPON TRUST INC

2937 SW 27TH AVENUE SUITE 203
MIAMI,FL33133 		  PC ANNUAL GALA 5,000

CENTER FOR MARINE EDUCATION & RECREATION AT OYSTER BAY INC

1 WEST END AVENUE
OYSTER BAY,NY11771 		  PC OPERATIONS 5,000

THE CONSERVATION FUND A NONPROFIT CORPORATION

1655 N FORT MYER DRIVE SUITE 1300
ARLINGTON,VA22209 		  PC LOXA-LUCIE HEADWATERS INITIATIVE 20,000

COOPERATIVE EXTENSION ASSOCIATION IN THE STATE OF NY

PO BOX 2045 EXTENSION EDUCATION
CENTER
RIVERHEAD,NY11901 		  PC PECONIC BAY SCALLOP 5,000

DELTA WATERFOWL FOUNDATION

1412 BASIN AVENUE
BISMARCK,ND58504 		  PC OPERATIONS 5,000

DELTA WATERFOWL FOUNDATION

1412 BASIN AVENUE
BISMARCK,ND58504 		  PC OPERATIONS 5,000

DUCKS UNLIMITED INC

1 WATERFOWL WAY
MEMPHIS,TN38120 		  PC OPERATIONS 5,000

THE EVERGLADES FOUNDATION INC

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157 		  PC OPERATIONS 10,000

HOBE SOUND NATURE CENTER INC

PO BOX 214
HOBE SOUND,FL33475 		  PC OPERATIONS 10,000

THE LIVING DESERT

47900 PORTOLA AVE
PALM DESERT,CA92260 		  PC SAUSMAN OFFICE COMPLEX 10,000

LOYALHANNA WATERSHED ASSOCIATION INC

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

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND SUITE 201
TOPSHAM,ME04086 		  PC OPERATIONS 5,000

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND SUITE 201
TOPSHAM,ME04086 		  PC OPERATIONS 5,000

NANTUCKET CONSERVATION FOUNDATION INC

PO BOX 13
NANTUCKET,MA02554 		  PC OPERATIONS 10,000

NATIONAL MARINE LIFE CENTER INC

PO BOX 269
BUZZARDS BAY,MA02532 		  PC OPERATIONS 20,000

NATURE CONSERVANCY

4245 FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		  PC MASHOMACK PRESERVE 5,000

PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC

1 SCHENLEY PARK
PITTSBURGH,PA15213 		  PC OPERATIONS 10,000

PRESERVATION FOUNDATION OF PALM BEACH INC

311 PERUVIAN AVENUE
PALM BEACH,FL33480 		  PC OPERATIONS 5,000

RECREATIONAL FISHING ALLIANCE FOUNDATION

5738 US HIGHWAY 9 N
NEW GRETNA,NJ08824 		  PC 2023 MAHATTAN CUP 2,500

SEA TURTLE CONSERVANCY

4581 NW SIXTH STREET SUITE A
GAINESVILLE,FL32609 		  PC OPERATIONS 2,500

TALL TIMBERS RESEARCH INC

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

TALL TIMBERS RESEARCH INC

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

TROUT UNLIMITED

1777 N KENT ST SUITE 100
ARLINGTON,VA22209 		  PC SUPPORT OF THE WORK OF AMY WOLFE IN PA 5,000

TROUT UNLIMITED

1777 N KENT ST SUITE 100
ARLINGTON,VA22209 		  PC OPERATIONS OF THE NORTHEAST COLDWATER HABITAT PROGRAM 5,000

WILDLIFE WORKS INC

PO BOX 113
YOUNGWOOD,PA15697 		  PC OPERATIONS 1,000

AMERICAN SAILBOAT RACING FOUNDATION INC

56 SOUNDVIEW AVENUE
OYSTER BAY,NY11771 		  PC SKIFF EQUIPMENT 2,500

AMERICAN SAILBOAT RACING FOUNDATION INC

56 SOUNDVIEW AVENUE
OYSTER BAY,NY11771 		  PC 6 METRE WORLDS 2025 25,000

COMPANY OF THE REDWOOD LIBRARY AND ATHENAEUM

50 BELLEVUE AVENUE
NEWPORT,RI02840 		  PC OPERATIONS 5,000

CUTCHOGUE NEW SUFFOLK FREE LIBRARY

PO BOX 935
CUTCHOGUE,NY11935 		  PC OPERATIONS 5,000

EAST END YOUTH SAILING FOUNDATION INC

PO BOX 86
NEW SUFFOLK,NY11956 		  PC OPERATIONS 5,000

FILM INDEPENDENT INC

5670 WILSHIRE BOULEVARD 9TH FLOOR
LOS ANGELES,CA90036 		  PC BURNOUT 10,000

FORT LIGONIER ASSOCIATION

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

FRIENDS OF FLIGHT 93 NATIONAL MEMORIAL INC

PO BOX 911
SHANKSVILLE,PA15560 		  PC EDUCATION INITIATIVES 10,000

GREAT HARBOR COLLECTION INC

PO BOX 145
NORTHEAST HARBOR,ME04662 		  PC OPERATIONS 5,000

LIGONIER POLO ASSOCIATION

754 DARLINGTON ROAD
LIGONIER,PA15658 		  PC OPERATIONS 5,000

LIGONIER POLO ASSOCIATION

754 DARLINGTON ROAD
LIGONIER,PA15658 		  PC OPERATIONS 5,000

LIGONIER VALLEY LIBRARY ASSOCIATION

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

LIGONIER VALLEY LIBRARY ASSOCIATION

120 W MAIN STREET
LIGONIER,PA15658 		  PC OPERATIONS 10,000

LIGONIER VALLEY RAIL ROAD ASSOCIATION

PO BOX 21
LIGONIER,PA15658 		  PC OPERATIONS 10,000

MYSTIC SEAPORT MUSEUM

75 GREENMANVILLE AVE
MYSTIC,CT06355 		  PC OPERATIONS 5,000

NASSAU COUNTY MUSEUM OF FINE ART

1 MUSEUM DRIVE
ROSLYN HARBOR,NY11576 		  PC OPERATIONS 5,000

NASSAU COUNTY MUSEUM OF FINE ART

1 MUSEUM DRIVE
ROSLYN HARBOR,NY11576 		  PC OPERATIONS 25,000

NATIONAL GALLERY OF ART

2000 S CLUB DRIVE
LANDOVER,MD20785 		  PC OPERATIONS 50,000

NATIONAL GALLERY OF ART

2000 S CLUB DRIVE
LANDOVER,MD20785 		  PC OPERATIONS 20,000

NEVADA NORTHERN RAILWAY FOUNDATION INC

PO BOX 150040
EAST ELY,NV89315 		  PC OPERATIONS 10,000

NEW YORK YACHT CLUB FOUNDATION

37 WEST 44TH STREET
NEW YORK,NY10036 		  PC WATERFRONT AT HARBOUR COURT 5,000

NORTH FORK ARTS CENTER INC

PO BOX 98
ORIENT,NY11957 		  PC OPERATIONS 30,000

NORTH FORK COMMUNITY THEATRE INC

PO BOX 86 12700 OLD SOUND AVENUE
MATTITUCK,NY11952 		  PC OPERATIONS 5,000

OLD WESTBURY GARDENS

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

POLO FOR LIFE INC

255 PROFESSIONAL WAY SUITE 100
WELLINGTON,FL33414 		  PC OPERATIONS 2,500

POLO TRAINING FOUNDATION

852 E ROAD
LOXAHATCHEE GROVES,FL33470 		  PC OPERATIONS 10,000

ROTARY CLUB OF GREENPORT CHARITABLE FUND INC

PO BOX 204
GREENPORT,NY11944 		  PC GREENPORT EXPRESS MINI RAILWAY 5,000

WESTMORELAND MUSEUM OF ART

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

WESTMORELAND MUSEUM OF ART

221 N MAIN STREET
GREENSBURG,PA15601 		  PC OPERATIONS 20,000

WESTMORELAND MUSEUM OF ART

221 N MAIN STREET
GREENSBURG,PA15601 		  PC OPERATIONS 15,497

WESTMORELAND MUSEUM OF ART

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

WESTMORELAND PERFORMING ARTS

132 S MAIN STREET SECOND FLOOR
GREENSBURG,PA15601 		  PC OPERATIONS 5,000

WOODMERE ART MUSEUM INC

9201 GERMANTOWN AVENUE
PHILADELPHIA,PA19118 		  PC OPERATIONS 25,000

WOODS HOLE PUBLIC LIBRARY

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

AMERICAN JUNIOR GOLF ASSOCIATION

1980 SPORTS CLUB DR
BRASELTON,GA30517 		  PC ACE GRANT PROGRAM 10,000

BRANDON J BOYD MEMORIAL FUND

401 ROUTE 271
LIGONIER,PA15658 		  PC OPERATIONS 2,500

BYERSCHOOL FOUNDATION

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

BYERSCHOOL FOUNDATION

1926 ARCH STREET 3F
PHILADELPHIA,PA19103 		  PC NEW PLAYGROUND 100,000

THE CHILDREN'S SCHOLARSHIP FUND

8 WEST 38TH STREET 9TH FLOOR
NEW YORK,NY10018 		  PC OPERATIONS 2,500

CHUBB INTERNATIONAL SHOOTING SPORTS INC

302 TENNESSEE AVENUE
ELIZABETHVILLE,PA17023 		  PC PRIZES FOR YOUTH IN TRAP AND SKEET SHOOTING 20,000

COMMUNITY FOUNDATION OF GREATER JOHNSTOWN

216 FRANKLIN STREET SUITE 400
JOHNSTOWN,PA15901 		  PC MEDAL OF HONOR SCHOLARSHIP FUND 1,000

DERRY AREA SCHOOL DISTRICT FOUNDATION INC

982 N CHESTNUT STREET EXT
DERRY,PA15627 		  PC GIRLS VARSITY VOLLEYBALL 5,000

ELLIS SCHOOL

6425 FIFTH AVENUE
PITTSBURGH,PA15206 		  PC OPERATIONS 1,000

FALMOUTH ACADEMY INCORPORATED

7 HIGHFIELD DR
FALMOUTH,MA02540 		  PC OPERATIONS 15,000

FALMOUTH ACADEMY INCORPORATED

7 HIGHFIELD DR
FALMOUTH,MA02540 		  PC DEVELOPMENT & OPERATIONS 25,000

THE FREDERICK GUNN SCHOOL INCORPORATED

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

FRIENDS ACADEMY

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

GETTYSBURG FOUNDATION

1195 BALTIMORE PIKE
GETTYSBURG,PA17325 		  PC OPERATIONS 5,000

GREEN VALE SCHOOL

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

GREEN VALE SCHOOL

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

GREEN VALE SCHOOL

250 VALENTINES LANE
GLEN HEAD,NY11545 		  PC CAPITAL CAMPAIGN 25,000

HILLSDALE COLLEGE INDEPENDENCE FOUNDATION

33 E COLLEGE STREET
HILLSDALE,MI49242 		  PC OPERATIONS & SHOOTING PROGRAMS 50,000

INSTITUTE FOR SHIPBOARD EDUCATION

2243 CENTRE AVENUE SUITE 300
FORT COLLINS,CO80526 		  PC SEMESTER AT SEA PROGRAM 500

LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC

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

LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC

PO BOX 763
LIGONIER,PA15658 		  PC OPERATIONS 10,000

LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC

PO BOX 763
LIGONIER,PA15658 		  PC IMAGINATION LIBRARY PROGRAM 6,000

LONG ISLAND UNIVERSITY

1 UNIVERSITY PLAZA
BROOKLYN,NY11548 		  PC TANZANIAN MENTORSHIP PROGRAM 33,300

MOUNT DESERT ISLAND COMMUNITY SAILING AND MARITIME EDUCATION

PO BOX 116
SOUTHWEST HARBOR,ME04679 		  PC OPERATIONS 10,000

PASSION WORKS

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

THE PITTSBURGH FOUNDATION

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

THE PITTSBURGH FOUNDATION

5 PPG PLACE SUITE 250
PITTSBURGH,PA15222 		  PC ROLLING ROCK CLUB EMPLOYEE SCHOLARSHIP 10,000

SEA EDUCATION ASSOCIATION INC

PO BOX 6
FALMOUTH,ME02540 		  PC OPERATIONS 10,000

SKIDMORE COLLEGE

815 N BROADWAY
SARATOGA SPRINGS,NY12866 		  PC ENDOWMENT AND ANNUAL SUPPORT 30,000

SOUTH GEORGIA YOUTH SHOOTING CLUB

PO BOX 242
HARTSFIELD,GA31756 		  PC EXPANSION OF FACILITY 20,000

SOUTHERN METHODIST UNIVERSITY

3140 DYER STREET SUITE 261 PO BOX
750402
DALLAS,TX75205 		  PC OPERATIONS 5,000

SOUTHERN METHODIST UNIVERSITY

3140 DYER STREET SUITE 261 PO BOX
750402
DALLAS,TX75205 		  PC OPERATIONS 5,000

ST ANNE'S BELFIELD INC

2132 IVY ROAD
CHARLOTTESVILLE,VA22903 		  PC RENOVATIONS TO RANDOLPH HALL 25,000

ST PAUL'S SCHOOL

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

TRUSTEES OF WESTMINSTER SCHOOL INC

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

UNIVERSITY OF THE CUMBERLANDS INC

6191 COLLEGE STATION DRIVE
WILLIAMSBURG,KY40769 		  PC NURSING SCHOOL EXPANSION 10,000

VALLEY SCHOOL OF LIGONIER

P O BOX 616
LIGONIER,PA15658 		  PC OPERATIONS 10,000

VALLEY SCHOOL OF LIGONIER

P O BOX 616
LIGONIER,PA15658 		  PC OPERATIONS 25,000

VALLEY SCHOOL OF LIGONIER

P O BOX 616
LIGONIER,PA15658 		  PC OPERATIONS 10,000

VALLEY SCHOOL OF LIGONIER

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

VALLEY SCHOOL OF LIGONIER

P O BOX 616
LIGONIER,PA15658 		  PC 75TH ANNIVERSARY 25,000

VALLEY SCHOOL OF LIGONIER

P O BOX 616
LIGONIER,PA15658 		  PC OPERATIONS 20,000

VALLEY SCHOOL OF LIGONIER

P O BOX 616
LIGONIER,PA15658 		  PC ANNUAL FUND 1,000

VALLEY SCHOOL OF LIGONIER

P O BOX 616
LIGONIER,PA15658 		  PC OPERATIONS 10,000

VALLEY SCHOOL OF LIGONIER

P O BOX 616
LIGONIER,PA15658 		  PC OPERATIONS 20,000

WTIA WORKFORCE INSTITUTE

1595 NW GILMAN BLVD SUITE 6B
ISSAQUAH,WA98027 		  PC SCHOLARSHIP 13,175

BONE MARROW AND CANCER FOUNDATION INC

515 MADISON AVENUE
NEW YORK,NY10022 		  PC OPERATIONS 5,000

CAPE COD HEALTHCARE INC

PO BOX 370
HYANNIS,ME02601 		  PC OPERATIONS 50,000

CAPE COD HEALTHCARE INC

PO BOX 370
HYANNIS,ME02601 		  PC OPERATIONS 30,000

CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION

4401 PENN AVENUE
PITTSBURGH,PA15224 		  PC PKU FUND 10,000

CHILDREN'S INSTITUTE OF PITTSBURGH

1405 SHADY AVENUE
PITTSBURGH,PA15217 		  PC OPERATIONS 5,000

EASTERN LONG ISLAND HOSPITAL FOUNDATION

201 MANOR PLACE
GREENPORT,NY11944 		  PC OPERATIONS 35,000

EISENHOWER MEDICAL CENTER

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

GRANT FOUNDATION

PO BOX 110091
PITTSBURGH,PA15232 		  PC OPERATIONS 5,000

HOSPITAL FOR SPECIAL SURGERY FUND INC

300 PALM BEACH LAKES BLVD
WEST PALM BEACH,FL33401 		  PC FLORIDA OPERATIONS 5,000

LATROBE AREA HOSPITAL CHARITABLE FOUNDATION

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

MASS GENERAL BRIGHAM INCORPORATED

55 FRUIT STREET
BOSTON,ME02114 		  PC OPERATIONS 25,000

MELANOMA RESEARCH ALLIANCE FOUNDATION

730 15TH STREET NW 4TH FLOOR
WASHINGTON,DC20005 		  PC CANCER RESEARCH 20,000

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY10065 		  PC AFFORDABILITY WORKING GROUP 26,000

NORTHWELL HEALTH FOUNDATION

2000 MARCUS AVENUE
NEW HYDE PARK,NY11042 		  PC OPERATIONS 5,000

NORTHWELL HEALTH FOUNDATION

2000 MARCUS AVENUE
NEW HYDE PARK,NY11042 		  PC BARBARA J. HOOVER ENDOWMENT 5,000

PANCREATIC CANCER ACTION NETWORK INC

1500 ROSECRANS AVENUE SUITE 200
MANHATTAN BEACH,NY90266 		  PC OPERATIONS 500

PHOEBE FOUNDATION INC

PO BOX 3770
ALBANY,NY31706 		  PC NEONATAL INTENSIVE CARE UNITE/TRAUMA AND CRITICAL CARE TOWER 50,000

PURDUE RESEARCH FOUNDATION

403 W WOOD STREET
WEST LAFAYETTE,IN47907 		  PC STUDY THE IMPACT OF SERVICE DOGS FOR MILITARY VETERANS WITH PTSD 25,000

SOUTHERN TIER ALTERNATIVE THERAPIES INC

PO BOX 527
LIGONIER,PA15658 		  PC OPERATIONS 10,000

SOUTHERN TIER ALTERNATIVE THERAPIES INC

PO BOX 527
LIGONIER,PA15658 		  PC OPERATIONS 2,500

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38015 		  PC OPERATIONS 10,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38015 		  PC OPERATIONS 10,000

UNIVERSITY OF ARIZONA FOUNDATION

PO BOX 210109
TUCSON,AZ85721 		  PC STUDYING THE IMPACT OF SERVICE DOGS FOR MILITARY VETERANS WITH PTSD 25,000

WEISER MEMORIAL HOSPITAL FOUNDATION INC

645 E 5TH ST
WEISER,ID83672 		  PC ORTHOPEDIC SURGERY EQUIPMENT 50,000

WEISER MEMORIAL HOSPITAL FOUNDATION INC

645 E 5TH ST
WEISER,ID83672 		  PC EQUIPMENT PURCHASE 40,000

4 PAWS FOR ABILITY INC

207 DAYTON AVE
XENIA,OH45385 		  PC SERVICE DOG EQUIPMENT 12,000

ACTION FOR ANIMALS INC

PO BOX 814
LATROBE,PA15650 		  PC OPERATIONS 10,000

ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS

PO BOX 7047
CHARLOTTESVILLE,VA22906 		  PC PET RETENTION PROGRAM 5,000

ANGEL WINGS NETWORK INC

773 W MAIN STREET
WEISER,ID83672 		  PC OPERATIONS 15,000

ANIMAL RESCUE LEAGUE WESTERN PENNSYLVANIA HUMANE SOCIETY

6926 HAMILTON AVENUE
PITTSBURGH,PA15208 		  PC OPERATIONS 2,500

BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA

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

BOYS' CLUB OF NEW YORK INC

91 FIFTH AVENUE 7TH FLOOR
NEW YORK,NY10003 		  PC OPERATIONS 5,000

BRIDGE TO THE MOUNTAINS

1526 RHINE STREET
PITTSBURGH,PA15212 		  PC OPERATIONS 6,000

CANINE COMPANIONS FOR INDEPENDENCE INC

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

CANONRY OF SAINT LEOPOLD INC

ST ROCCO CHURCH 18 THIRD STREET
GLEN COVE,NY11542 		  PC OPERATIONS 5,000

CARE HUMANE SOCIETY

1140 WARE DR
AUBURN,AL36832 		  PC OPERATIONS 2,500

CRISIS CENTER NORTH INCORPORATION

1008 PERRY HIGHWAY
PITTSBURGH,PA15237 		  PC OPERATIONS 10,000

CROSS YOUR PAWS RESCUE INC

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

EAST END FOOD INSTITUTE

PO BOX 356
SOUTHAMPTON,NY11969 		  PC EAST END FOOD HUB 25,000

ELUNA

1617 JFK BOULEVARD SUITE 935
PHILADELPHIA,PA19103 		  PC OPERATIONS 10,000

GREENPORT SKATE PARK INC

170 MOORES LANE
GREENPORT,NY11944 		  PC PARK IMPROVEMENTS 5,000

GUIDING EYES FOR THE BLIND INC

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

HEALTHY START INC

400 N LEXINGTON AVENUE
PITTSBURGH,PA15208 		  PC OPERATIONS 5,000

HOMELESS ANIMALS RESCUE TEAM INC

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

IMAGINE SPECIAL EQUESTRIANS INC

193 BARNES RD
MORICHES,NY11955 		  PC MARKETING VIDEO 4,600

LAUGHLINTOWN COMMUNITY CENTER INC

PO BOX 453
LAUGHLINTOWN,PA15655 		  PC OPERATIONS 10,000

LIGHT OF LIFE MINISTRIES INC

913 WESTERN AVENUE
PITTSBURGH,PA15233 		  PC OPERATIONS 10,000

LIGONIER VALLEY YOUNG MENS CHRISTIAN ASSOCIATION OF PENNSYLVA

110 W CHURCH ST
LIGONIER,PA15658 		  PC OPERATIONS 5,000

LIGONIER VALLEY YOUNG MENS CHRISTIAN ASSOCIATION OF PENNSYLVA

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

LIVING GRACE CANINE RANCH

723 W UNIVERSITY AVENUE
GEORGETOWN,TX78626 		  PC OPERATIONS 2,500

LIZ E'S PEKINGESE RESCUE

119 GOTAAS PL
BULL SHOALS,AR72619 		  PC OPERATIONS 10,000

LUS LABS LABRADOR RETRIEVER RESCUE INC

PO BOX 551
BERLIN,MD21811 		  PC OPERATIONS 2,500

LUTHERAN CHURCH CHARITIES FUND

3020 MILWAUKEE AVENUE
NORTHBROOK,IL60062 		  PC K-9 MINISTRY 10,000

MEDIA RESEARCH CENTER INC

2340 DULLES CORNER BLVD
HERNDON,VA20171 		  PC OPERATIONS 10,000

MEDICAL DEBT RESOLUTION INC

28-07 JACKSON AVENUE
LONG ISLAND CITY,NY11101 		  PC SOUTH FLORIDA CAMPAIGN 5,000

MERCY SHIPS

P O BOX 1930
GARDEN VALLEY,TX75771 		  PC OPERATIONS 10,000

MOTORCYCLE RELIEF PROJECT

PO BOX 3220
EVERGREEN,CO80437 		  PC OPERATIONS 5,000

NATIONAL DISASTER SEARCH DOG FOUNDATION INC

6800 WHEELER CANYON ROAD
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

NORTH VALLEY ANIMAL DISASTER GROUP

PO BOX 441
CHICO,CA95927 		  PC OPERATIONS 3,000

PASSION WORKS

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

PAWS FOR PURPLE HEARTS

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

PAWS4PEOPLE INC

1121 MILITARY CUTOFF ROAD
WILMINGTON,NC28405 		  PC VIDEOS FOR MARKETING AND RECRUITMENT 25,000

QUALITAS OF LIFE FOUNDATION

1221 AVENUE OF THE AMERICAS 43RD FL
SUITE 43-NO41
NEW YORK,NY10020 		  PC OPERATIONS 15,000

QUALITAS OF LIFE FOUNDATION

1221 AVENUE OF THE AMERICAS 43RD FL
SUITE 43-NO41
NEW YORK,NY10020 		  PC OPERATIONS 25,000

SAINT VINCENT BASILICA PARISH

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

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		  PC OPERATIONS 10,000

SPECIAL OLYMPICS NEW YORK INC

94 NEW KARNER ROAD SUITE 208
ALBANY,NY12203 		  PC OPERATIONS 5,000

ST JOHN'S OF LATTINGTOWN EPISCOPAL CHURCH

325 LATTINGTOWN ROAD
LOCUST VALLEY,NY11560 		  PC OPERATIONS 5,000

ST JOHN'S OF LATTINGTOWN EPISCOPAL CHURCH

325 LATTINGTOWN ROAD
LOCUST VALLEY,NY11560 		  PC OPERATIONS 10,000

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 25,000

ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH

PO BOX 336
LIGONIER,PA15658 		  PC OPERATIONS 2,500

ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH

PO BOX 336
LIGONIER,PA15658 		  PC OPERATIONS 10,000

SWP INC DBA SHADOW WARRIORS PROJECT

15954 JACKSON CREEK PARKWAY
MONUMENT,CO80132 		  PC OPERATIONS 50,000

TEAM RUBICON

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

THROW AWAY DOGS PROJECT

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

TRI COUNTY HUMANE SOCIETY

21287 BOCA RIO ROAD
BOCA RATON,FL33433 		  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 STREET
INDIANA,PA15701 		  PC OPERATIONS 10,000

TRINITY UNITED METHODIST CHURCH

398 CHURCH STREET
INDIANA,PA15701 		  PC OPERATIONS 10,000

WARRIOR CANINE CONNECTION INC

14934 SCHAEFFER ROAD
BOYDS,MD20841 		  PC OPERATIONS 2,500

WARRIOR RANCH FOUNDATION INC

1179 EDWARDS AVENUE
CALVERTON,NY11933 		  PC MARKETING & COMMUNICATIONS 10,000

WESTMORELAND COUNTY FOOD BANK INC

100 DEVONSHIRE DR
DELMONT,PA15626 		  PC OPERATIONS 10,000

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 20,000

WILDLIFE WORKS INC

PO BOX 113
YOUNGWOOD,PA15697 		  PC OPERATIONS 10,000

WILLOWIND THERAPEUTIC RIDING CENTER INC

1140 STATE HIGHWAY 3
BAR HARBOR,ME04609 		  PC OPERATIONS & SENSORY TRAIL 30,000

YOUNG MENS CHRISTIAN ASSOCIATION SOUTHCOAST INCORPORATED

128 UNION STREET
NEW BEDFORD,MD02740 		  PC PURCHASING A NEW SET OF DISC HARROWS 10,000
Total .................................right arrow 3a 2,762,072
bApproved for future payment

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

WOODMERE ART MUSEUM INC
9201 GERMANTOWN AVENUE
PHILADELPHIA,PA19118 		  PC OPERATIONS 25,000

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

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

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 75TH ANNIVERSARY 25,000

THE MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUE
NEW YORK,NY10065 		  PC AFFORDABILITY WORKING GROUP 26,000

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

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

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

HOW U DOIN FOUNDATION
2401 ELM PLACE
NORTHLAKE,TX76247 		  PC OPERATIONS 5,000

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
Total ................................. right arrow 3b 371,000
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 ........... 		    14 184,325  
4 Dividends and interest from securities ....     14 909,536  
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 .....     14 548,253  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,796,855  
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 3,438,969 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,438,969
(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)
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) 10,000 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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 80,441 6,204   49,326

TY 2023 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 2023 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 05/22/2023, 4/26/2024   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 		2023-12-04 10,000 OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA 10,000 NO KNOWN DIVERSION 05/22/2023, 4/26/2024   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 2023 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 2023 InvestmentsOtherSchedule2
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ASHMORE EM TOTAL RETURN FUND AT COST 753,719 566,418
BLACKROCK EQUITY DIVIDEND AT COST 310,735 380,558
BRANDYWINE GLOBAL OPPORTUNISTIC ABSOLUTE RETURN AT COST 1,846,262 1,806,092
CARLYLE ASIA GROWTH PARTNERS III, L.P. AT COST 21,569 30,635
CARLYLE PARTNERS V, L.P. AT COST 0 24,735
CARLYLE REALTY PARTNERS V, L.P. AT COST 0 491
CARLYLE/RIVERSTONE TE PARTNERS III, L.P. AT COST 765 22,812
CROSS CREEK PARTNERS VI, L.P. AT COST 878,042 847,196
CROSS CREEK PARTNERS VII, L.P. AT COST 80,000 73,792
DELAWARE EMERGING MARKETS FUND I SHARES AT COST 592,643 775,048
DODGE & COX INCOME FUND AT COST 3,600,020 3,273,199
DODGE & COX INTERNATIONAL STOCK FUND AT COST 426,938 838,197
GREENSPRING GLOBAL PARTNERS IX, L.P. AT COST 816,452 1,278,513
GREENSPRING GLOBAL PARTNERS X, L.P. AT COST 679,609 681,656
HIGHVISTA INTERNATIONAL PARTNERS, L.P. AT COST 0 110,477
HIGHVISTA NGP V, L.P. AT COST 0 66,431
HIGHVISTA PRIVATE EQUITY III, L.P. AT COST 0 189,289
HIGHVISTA PRIVATE EQUITY IX, L.P. AT COST 1,393,776 1,921,098
HIGHVISTA PRIVATE EQUITY VI, L.P. AT COST 0 1,427,015
HIGHVISTA PRIVATE EQUITY VII, L.P. AT COST 0 2,380,785
HIGHVISTA PRIVATE EQUITY VIII, L.P. AT COST 874,503 2,047,175
HIGHVISTA VENTURE CAPITAL V, L.P. AT COST 0 170,631
HIGHVISTA VENTURE CAPITAL VI, L.P. AT COST 0 445,694
HIGHVISTA VENTURE CAPITAL X, L.P. AT COST 399,614 1,832,645
HIGHVISTA VENTURE CAPITAL XI, L.P. AT COST 830,000 1,349,960
HIGHVISTA VENTURE CAPITAL XII, L.P. AT COST 755,000 756,493
HIGHVISTA VENTURE CAPITAL XIII, L.P. AT COST 330,000 291,272
ISHARES RUSSELL 2000 INDEX AT COST 145,452 701,919
ISHARES MSCI EMERGING MARKETS AT COST 481,735 462,415
ISHARES RUSSELL 1000 GROWTH AT COST 618,359 5,387,164
ISHARES RUSSELL 1000 VALUE AT COST 1,013,056 3,639,011
J HANCOCK US GLOBAL LEADERS FUND AT COST 288,780 551,842
MFS INTERNATIONAL GROWTH AT COST 664,060 1,134,355
MONDRIAN INTERNATIONAL EQUITY FUND AT COST 612,340 566,445
OCM GLOBAL HIGH YIELD BOND FUND, L.P. AT COST 1,580,967 1,679,006
OCM HIGH INCOME CONVERTIBLE FUND II, L.P. AT COST 3,101,457 3,144,359
OCM OPPORTUNITIES FUND VII, L.P. AT COST 0 4,811
OCM OPPORTUNITIES FUND VIIB, L.P. AT COST 0 197
REDPOINT VENTURES III, L.P. AT COST 0 34,930
RIVERSTONE/CARLYLE TE PARTNERS IV, L.P. AT COST 0 344
RUSSELL GLOBAL EQUITY PLUS FUND AT COST 5,329,559 7,762,381
SPDR S&P MID CAP 400 ETF AT COST 419,129 2,427,125
STEPSTONE VC GLOBAL PARTNERS XIB AT COST 101,370 85,129
STERLING CAPITAL MID VAL INST AT COST 442,712 596,472
T. ROWE PRICE EMERGING MARKETS FUND AT COST 513,977 648,475
T. ROWE PRICE EQUITY INCOME FUND AT COST 322,011 510,533
T. ROWE PRICE FLOATING RATE FUND AT COST 1,800,020 1,662,891
T. ROWE PRICE INTERNATIONAL STOCK FUND AT COST 647,060 870,657
T. ROWE PRICE MID-CAP GROWTH FUND AT COST 221,327 698,913
T. ROWE PRICE NEW HORIZONS FUND AT COST 96,619 234,687
T. ROWE PRICE SMALL-CAP VALUE AT COST 122,625 274,740
TOUCHSTONE SANDS CAPITAL SELECT GROWTH FUND A AT COST 189,728 338,403
WESTWOOD GLOBAL INVESTMENTS, LLC AT COST 804,901 979,099
WILLIAM BLAIR INTERNATIONAL GROWTH AT COST 609,060 799,604

TY 2023 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 3,628    


TY 2023 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 12,736 1,931   10,804
OTHER EXPENSES 1,818 360   1,459
DIRECTORS & OFFICERS LIABILITY INSURANCE 36,327 14,051   22,276
OTHER INSURANCE 1,623 628   995
DUES AND MEMBERSHIPS 2,504 0   2,504


TY 2023 OtherIncomeSchedule2
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME/ (LOSS) 548,253 36,123 548,253


TY 2023 OtherLiabilitiesSchedule
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 296,826 334,549
FEDERAL TAX PAYABLE 0 24,142


TY 2023 OtherProfessionalFeesSchedule
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 60,074 60,074   0


TY 2023 TaxesSchedule
Name:
RK MELLON FAMILY FOUNDATION
EIN:
25-1356145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PROVISION 55,994 0   0
FOREIGN INCOME TAXES 13,111 13,111   0
DEFERRED FEDERAL TAXES 37,722 0   0