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R K MELLON FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
R K MELLON FAMILY FOUNDATION (EIN 25-1356145)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-10
IRS object ID
202443159349100019
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-10T20:38:32-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 SOUTH SIXTH STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251356145EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RK MELLON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRKMEBusinessNameControlTxt
Phone7242381820PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 945AddressLine1Txt
CityLIGONIERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15658ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL HANNAHPersonNm
Person TitleTRUSTEE / CONTROLLERPersonTitleTxt
Phone7242381820PhoneNum
Signature2024-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNE FULTONPreparerPersonNm
PTINP00941863PTIN
Phone6123974000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$59,774,777FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$184,325InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$183,197InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$909,536DividendsRevAndExpnssAmt
Dividends Net Invst Incm$490,243DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,796,855NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,290,928GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,977,190CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$548,253OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$36,123OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,438,969TotalRevAndExpnssAmt
Total Net Invst Incm$2,686,753TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$196,536CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$102,588CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$93,949CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$112,152OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$16,811OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$95,340OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$123,882PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$36,014PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$87,868PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$80,441AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,204AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$49,326AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$60,074OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$60,074OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$106,827TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13,111TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$18,239OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$18,239OccupancyDsbrsChrtblAmt
Printing And Pub Rev And Expnss$555PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$555PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$55,008OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,970OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$38,038OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$753,714TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$251,772TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$383,315TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,448,072ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,762,072ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,201,786TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$251,772TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,145,387TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$237,183ExcessRevenueOverExpensesAmt
Net Investment Income$2,434,981NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$246,035SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$990,563SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$990,563SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$35,471,803OtherInvestmentsBOYAmt
Other Investments EOY$34,715,951OtherInvestmentsEOYAmt
Other Investments EOYFMV$58,784,214OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,628OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$35,721,466TotalAssetsBOYAmt
Total Assets EOY$35,706,514TotalAssetsEOYAmt
Total Assets EOYFMV$59,774,777TotalAssetsEOYFMVAmt
Grants Payable BOY$685,000GrantsPayableBOYAmt
Grants Payable EOY$371,000GrantsPayableEOYAmt
Other Liabilities BOY$296,826OtherLiabilitiesBOYAmt
Other Liabilities EOY$358,691OtherLiabilitiesEOYAmt
Total Liabilities BOY$981,826TotalLiabilitiesBOYAmt
Total Liabilities EOY$729,691TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$34,739,640NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$34,976,823NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$34,739,640TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$34,976,823TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,721,466TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,706,514TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$34,739,640TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$237,183ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$34,976,823SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$34,976,823TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmtAcquiredAcquiredDtSoldSoldDt
CAPITAL GAIN DISTRIBUTIONSP$152,847$152,847$152,847
PUBLICLY TRADED SECURITIESP$3,138,081$1,427,740$1,427,740$1,710,341
GAIN FROM DISPOSITION OF PARTNERSHIP INVESTMENTSP$6,832$6,8322023-01-012023-12-31
GAIN FROM PARTNERSHIP INVESTMENTSP$389,771$389,7712023-01-012023-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$1,977,190CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$33,846InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$33,846SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$33,846TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$25,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$30,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$55,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$337EsPenaltyAmt
Overpayment$20,817OverpaymentAmt
Applied To ES Tax$20,817AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPAUL A HANNAHIndividualWithBooksNm
Phone7242381820PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12897 ROUTE 381AddressLine1Txt
CityLIGONIERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15658ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
W RUSSELL G BYERS JR
PO BOX 690LIGONIERPA15658TRUSTEE1.00$0$0$0
CATHARINE MELLON CATHEY
PO BOX 690LIGONIERPA15658TRUSTEE/PRESIDENT1.00$0$0$0
RICHARD A MELLON
PO BOX 690LIGONIERPA15658TRUSTEE / CHAIRMAN / CEO1.00$0$0$0
BRUCE KING MELLON HENDERSON
PO BOX 690LIGONIERPA15658TRUSTEE1.00$0$0$0
CONSTANCE ELIZABETH MELLON KAPP
PO BOX 690LIGONIERPA15658TRUSTEE1.00$0$0$0
ALISON M BYERS PSYD
PO BOX 690LIGONIERPA15658TRUSTEE1.00$0$0$0
ARMOUR N MELLON
PO BOX 690LIGONIERPA15658TRUSTEE1.00$0$0$0
SAM REIMAN
PO BOX 690LIGONIERPA15658TRUSTEE/DIRECTOR2.00$41,827$8,754$0
DOUGLAS L SISSON
PO BOX 690LIGONIERPA15658TRUSTEE/ VP/ TREASURER2.00$66,452$13,960$0
JOHN J TURCIK
PO BOX 690LIGONIERPA15658TRUSTEE/CONTROLLER (THRU 6/30/2023)2.00$52,881$16,857$0
BRIAN J HILL
PO BOX 690LIGONIERPA15658SECRETARY (FROM 7/1/2023)1.00$0$0$0
PAUL A HANNAH
PO BOX 690LIGONIERPA15658TR/SEC (THRU 6/23) CNTRLLR (FROM 7/23)2.00$35,376$13,686$0
EDWARD J MORGAN
PO BOX 690LIGONIERPA15658TRUSTEE (FROM 7/1/2023) /ASSISTANT TRE1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonBROOK S NOELPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 945AddressLine1Txt
CityLIGONIERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15658ZIPCd
FieldValueIRS element (for citing)
TitleEXECUTIVE ASSISTANTTitleTxt
Average Hrs Per Wk Devoted To Pos20.00AverageHrsPerWkDevotedToPosRt
Compensation$55,264CompensationAmt
Employee Benefits$37,227EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 844736AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752844736ZIPCd
FieldValueIRS element (for citing)
Service TypePROFESSIONAL SERVICESServiceTypeTxt
Compensation$80,441CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$41,295,041AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,218,168AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$16,281,459FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$58,794,668TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$58,794,668AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$881,920CashDeemedCharitableAmt
Net Vl Noncharitable Assets$57,912,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,895,637MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,895,637MinimumInvestmentReturnAmt
Tax Based On Investment Income$33,846TaxBasedOnInvestmentIncomeAmt
Total Tax$33,846TotalTaxAmt
Distributable Before Adj$2,861,791DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,861,791DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,861,791DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,145,387ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,145,387QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,861,791DistributableAsAdjustedAmt
Undistributed Income PY$1,421,383UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,145,387QualifyingDistributionsAmt
Applied To Year1$1,421,383AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,724,004AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,137,787UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRK MELLON FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 690AddressLine1Txt
CityLIGONIERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP156580690ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7242385269RecipientPhoneNum
Form And Info And MaterialsALL 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).FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE FOUNDATION ACCEPTS APPLICATIONS THROUGHOUT THE YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsTHE 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.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (214 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICA'S VETDOGS THE VETERANS K-9 CORPS INC
371 EAST JERICHO TURNPIKESMITHTOWNNY11787PCOPERATIONS$2,500
IRONDOG K9 INTERNATIONAL INC
110 RIVERBEND DRIVEMCDONOUGHGA30252PCOPERATIONS$10,000
LIGONIER VALLEY FIRE COMPANIES
PO BOX 376LIGONIERPA15658PCOPERATIONS$5,000
LIGONIER VALLEY FIRE COMPANIES
PO BOX 376LIGONIERPA15658PCOPERATIONS$10,000
LIGONIER VALLEY FIRE COMPANIES
PO BOX 376LIGONIERPA15658PCOPERATIONS$5,000
LIGONIER VALLEY FIRE COMPANIES
PO BOX 376LIGONIERPA15658PCOPERATIONS$5,000
LIGONIER VALLEY FIRE COMPANIES
PO BOX 376LIGONIERPA15658PCOPERATIONS$25,000
LIGONIER VALLEY FIRE COMPANIES
PO BOX 376LIGONIERPA15658PCOPERATIONS$10,000
LIGONIER VALLEY POLICE DEPARTMENT
ONE MUNICIPAL PARK DRIVELIGONIERPA15658PCDECALS$9,000
LOYALHANNA ASSOCIATION INC
PO BOX 717LIGONIERPA15658NCOPERATIONS$130,000
LOYALHANNA ASSOCIATION INC
PO BOX 717LIGONIERPA15658NCOPERATIONS$10,000
PROJECT K9 HERO
P O BOX 1692MERRIFIELDVA22116PCOPERATIONS$3,000
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306PCOPERATIONS$25,000
SWP INC DBA SHADOW WARRIORS PROJECT
15954 JACKSON CREEK PARKWAY SUITE BMONUMENTCO80132PCOPERATIONS$10,000564
YOUNG AMERICA'S FOUNDATION
SIXTH FL 11480 COMMERCE PARK DRIVERESTONVA20191PCOPERATIONS$10,000
ATLANTIC SALMON FEDERATION INC
PO BOX 807CALAIME04619PCOPERATIONS$5,000
ATLANTIC SALMON FEDERATION INC
PO BOX 807CALAIME04619PCOPERATIONS$25,000
BONEFISH & TARPON TRUST INC
2937 SW 27TH AVENUE SUITE 203MIAMIFL33133PCOPERATIONS$5,000
BONEFISH & TARPON TRUST INC
2937 SW 27TH AVENUE SUITE 203MIAMIFL33133PCANNUAL GALA$5,000
CENTER FOR MARINE EDUCATION & RECREATION AT OYSTER BAY INC
1 WEST END AVENUEOYSTER BAYNY11771PCOPERATIONS$5,000
THE CONSERVATION FUND A NONPROFIT CORPORATION
1655 N FORT MYER DRIVE SUITE 1300ARLINGTONVA22209PCLOXA-LUCIE HEADWATERS INITIATIVE$20,000
COOPERATIVE EXTENSION ASSOCIATION IN THE STATE OF NY
PO BOX 2045 EXTENSION EDUCATIONRIVERHEADNY11901PCPECONIC BAY SCALLOP$5,000CENTER
DELTA WATERFOWL FOUNDATION
1412 BASIN AVENUEBISMARCKND58504PCOPERATIONS$5,000
DELTA WATERFOWL FOUNDATION
1412 BASIN AVENUEBISMARCKND58504PCOPERATIONS$5,000
DUCKS UNLIMITED INC
1 WATERFOWL WAYMEMPHISTN38120PCOPERATIONS$5,000
THE EVERGLADES FOUNDATION INC
18001 OLD CUTLER ROAD SUITE 625PALMETTO BAYFL33157PCOPERATIONS$10,000
HOBE SOUND NATURE CENTER INC
PO BOX 214HOBE SOUNDFL33475PCOPERATIONS$10,000
THE LIVING DESERT
47900 PORTOLA AVEPALM DESERTCA92260PCSAUSMAN OFFICE COMPLEX$10,000
LOYALHANNA WATERSHED ASSOCIATION INC
6 OLD LINCOLN HIGHWAY WESTLIGONIERPA15658PCOPERATIONS$5,000
MAINE COAST HERITAGE TRUST
1 BOWDOIN MILL ISLAND SUITE 201TOPSHAMME04086PCOPERATIONS$5,000
MAINE COAST HERITAGE TRUST
1 BOWDOIN MILL ISLAND SUITE 201TOPSHAMME04086PCOPERATIONS$5,000
NANTUCKET CONSERVATION FOUNDATION INC
PO BOX 13NANTUCKETMA02554PCOPERATIONS$10,000
NATIONAL MARINE LIFE CENTER INC
PO BOX 269BUZZARDS BAYMA02532PCOPERATIONS$20,000
NATURE CONSERVANCY
4245 FAIRFAX DRIVE SUITE 100ARLINGTONVA22203PCMASHOMACK PRESERVE$5,000
PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC
1 SCHENLEY PARKPITTSBURGHPA15213PCOPERATIONS$10,000
PRESERVATION FOUNDATION OF PALM BEACH INC
311 PERUVIAN AVENUEPALM BEACHFL33480PCOPERATIONS$5,000
RECREATIONAL FISHING ALLIANCE FOUNDATION
5738 US HIGHWAY 9 NNEW GRETNANJ08824PC2023 MAHATTAN CUP$2,500
SEA TURTLE CONSERVANCY
4581 NW SIXTH STREET SUITE AGAINESVILLEFL32609PCOPERATIONS$2,500
TALL TIMBERS RESEARCH INC
13093 HENRY BEADEL DRIVETALLAHASSEEFL32312PCALBANY QUAIL PROJECT$20,000
TALL TIMBERS RESEARCH INC
13093 HENRY BEADEL DRIVETALLAHASSEEFL32312PCALBANY QUAIL PROJECT$20,000
TROUT UNLIMITED
1777 N KENT ST SUITE 100ARLINGTONVA22209PCSUPPORT OF THE WORK OF AMY WOLFE IN PA$5,000
TROUT UNLIMITED
1777 N KENT ST SUITE 100ARLINGTONVA22209PCOPERATIONS OF THE NORTHEAST COLDWATER HABITAT PROGRAM$5,000
WILDLIFE WORKS INC
PO BOX 113YOUNGWOODPA15697PCOPERATIONS$1,000
AMERICAN SAILBOAT RACING FOUNDATION INC
56 SOUNDVIEW AVENUEOYSTER BAYNY11771PCSKIFF EQUIPMENT$2,500
AMERICAN SAILBOAT RACING FOUNDATION INC
56 SOUNDVIEW AVENUEOYSTER BAYNY11771PC6 METRE WORLDS 2025$25,000
COMPANY OF THE REDWOOD LIBRARY AND ATHENAEUM
50 BELLEVUE AVENUENEWPORTRI02840PCOPERATIONS$5,000
CUTCHOGUE NEW SUFFOLK FREE LIBRARY
PO BOX 935CUTCHOGUENY11935PCOPERATIONS$5,000
EAST END YOUTH SAILING FOUNDATION INC
PO BOX 86NEW SUFFOLKNY11956PCOPERATIONS$5,000
FILM INDEPENDENT INC
5670 WILSHIRE BOULEVARD 9TH FLOORLOS ANGELESCA90036PCBURNOUT$10,000
FORT LIGONIER ASSOCIATION
200 S MARKET STREETLIGONIERPA15658PCOPERATIONS$5,000
FRIENDS OF FLIGHT 93 NATIONAL MEMORIAL INC
PO BOX 911SHANKSVILLEPA15560PCEDUCATION INITIATIVES$10,000
GREAT HARBOR COLLECTION INC
PO BOX 145NORTHEAST HARBORME04662PCOPERATIONS$5,000
LIGONIER POLO ASSOCIATION
754 DARLINGTON ROADLIGONIERPA15658PCOPERATIONS$5,000
LIGONIER POLO ASSOCIATION
754 DARLINGTON ROADLIGONIERPA15658PCOPERATIONS$5,000
LIGONIER VALLEY LIBRARY ASSOCIATION
120 W MAIN STREETLIGONIERPA15658PCOPERATIONS$1,000
LIGONIER VALLEY LIBRARY ASSOCIATION
120 W MAIN STREETLIGONIERPA15658PCOPERATIONS$10,000
LIGONIER VALLEY RAIL ROAD ASSOCIATION
PO BOX 21LIGONIERPA15658PCOPERATIONS$10,000
MYSTIC SEAPORT MUSEUM
75 GREENMANVILLE AVEMYSTICCT06355PCOPERATIONS$5,000
NASSAU COUNTY MUSEUM OF FINE ART
1 MUSEUM DRIVEROSLYN HARBORNY11576PCOPERATIONS$5,000
NASSAU COUNTY MUSEUM OF FINE ART
1 MUSEUM DRIVEROSLYN HARBORNY11576PCOPERATIONS$25,000
NATIONAL GALLERY OF ART
2000 S CLUB DRIVELANDOVERMD20785PCOPERATIONS$50,000
NATIONAL GALLERY OF ART
2000 S CLUB DRIVELANDOVERMD20785PCOPERATIONS$20,000
NEVADA NORTHERN RAILWAY FOUNDATION INC
PO BOX 150040EAST ELYNV89315PCOPERATIONS$10,000
NEW YORK YACHT CLUB FOUNDATION
37 WEST 44TH STREETNEW YORKNY10036PCWATERFRONT AT HARBOUR COURT$5,000
NORTH FORK ARTS CENTER INC
PO BOX 98ORIENTNY11957PCOPERATIONS$30,000
NORTH FORK COMMUNITY THEATRE INC
PO BOX 86 12700 OLD SOUND AVENUEMATTITUCKNY11952PCOPERATIONS$5,000
OLD WESTBURY GARDENS
PO BOX 430OLD WESTBURYNY11568PCOPERATIONS$10,000
POLO FOR LIFE INC
255 PROFESSIONAL WAY SUITE 100WELLINGTONFL33414PCOPERATIONS$2,500
POLO TRAINING FOUNDATION
852 E ROADLOXAHATCHEE GROVESFL33470PCOPERATIONS$10,000
ROTARY CLUB OF GREENPORT CHARITABLE FUND INC
PO BOX 204GREENPORTNY11944PCGREENPORT EXPRESS MINI RAILWAY$5,000
WESTMORELAND MUSEUM OF ART
221 N MAIN STREETGREENSBURGPA15601PCOPERATIONS$15,000
WESTMORELAND MUSEUM OF ART
221 N MAIN STREETGREENSBURGPA15601PCOPERATIONS$20,000
WESTMORELAND MUSEUM OF ART
221 N MAIN STREETGREENSBURGPA15601PCOPERATIONS$15,497
WESTMORELAND MUSEUM OF ART
221 N MAIN STREETGREENSBURGPA15601PCOPERATIONS$10,000
WESTMORELAND PERFORMING ARTS
132 S MAIN STREET SECOND FLOORGREENSBURGPA15601PCOPERATIONS$5,000
WOODMERE ART MUSEUM INC
9201 GERMANTOWN AVENUEPHILADELPHIAPA19118PCOPERATIONS$25,000
WOODS HOLE PUBLIC LIBRARY
PO BOX 185WOODS HOLEMA02543PCOPERATIONS$30,000
AMERICAN JUNIOR GOLF ASSOCIATION
1980 SPORTS CLUB DRBRASELTONGA30517PCACE GRANT PROGRAM$10,000
BRANDON J BOYD MEMORIAL FUND
401 ROUTE 271LIGONIERPA15658PCOPERATIONS$2,500
BYERSCHOOL FOUNDATION
1926 ARCH STREET 3FPHILADELPHIAPA19103PCOPERATIONS$25,000
BYERSCHOOL FOUNDATION
1926 ARCH STREET 3FPHILADELPHIAPA19103PCNEW PLAYGROUND$100,000
THE CHILDREN'S SCHOLARSHIP FUND
8 WEST 38TH STREET 9TH FLOORNEW YORKNY10018PCOPERATIONS$2,500
CHUBB INTERNATIONAL SHOOTING SPORTS INC
302 TENNESSEE AVENUEELIZABETHVILLEPA17023PCPRIZES FOR YOUTH IN TRAP AND SKEET SHOOTING$20,000
COMMUNITY FOUNDATION OF GREATER JOHNSTOWN
216 FRANKLIN STREET SUITE 400JOHNSTOWNPA15901PCMEDAL OF HONOR SCHOLARSHIP FUND$1,000
DERRY AREA SCHOOL DISTRICT FOUNDATION INC
982 N CHESTNUT STREET EXTDERRYPA15627PCGIRLS VARSITY VOLLEYBALL$5,000
ELLIS SCHOOL
6425 FIFTH AVENUEPITTSBURGHPA15206PCOPERATIONS$1,000
FALMOUTH ACADEMY INCORPORATED
7 HIGHFIELD DRFALMOUTHMA02540PCOPERATIONS$15,000
FALMOUTH ACADEMY INCORPORATED
7 HIGHFIELD DRFALMOUTHMA02540PCDEVELOPMENT & OPERATIONS$25,000
THE FREDERICK GUNN SCHOOL INCORPORATED
99 GREEN HILL ROADWASHINGTONCT06793PCOPERATIONS$1,000
FRIENDS ACADEMY
270 DUCK POND ROADLOCUST VALLEYNY11560PCOPERATIONS$5,000
GETTYSBURG FOUNDATION
1195 BALTIMORE PIKEGETTYSBURGPA17325PCOPERATIONS$5,000
GREEN VALE SCHOOL
250 VALENTINES LANEGLEN HEADNY11545PCOPERATIONS$5,000
GREEN VALE SCHOOL
250 VALENTINES LANEGLEN HEADNY11545PCOPERATIONS$1,000
GREEN VALE SCHOOL
250 VALENTINES LANEGLEN HEADNY11545PCCAPITAL CAMPAIGN$25,000
HILLSDALE COLLEGE INDEPENDENCE FOUNDATION
33 E COLLEGE STREETHILLSDALEMI49242PCOPERATIONS & SHOOTING PROGRAMS$50,000
INSTITUTE FOR SHIPBOARD EDUCATION
2243 CENTRE AVENUE SUITE 300FORT COLLINSCO80526PCSEMESTER AT SEA PROGRAM$500
LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC
PO BOX 763LIGONIERPA15658PCIMAGINATION LIBRARY PROGRAM$5,000
LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC
PO BOX 763LIGONIERPA15658PCOPERATIONS$10,000
LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC
PO BOX 763LIGONIERPA15658PCIMAGINATION LIBRARY PROGRAM$6,000
LONG ISLAND UNIVERSITY
1 UNIVERSITY PLAZABROOKLYNNY11548PCTANZANIAN MENTORSHIP PROGRAM$33,300
MOUNT DESERT ISLAND COMMUNITY SAILING AND MARITIME EDUCATION
PO BOX 116SOUTHWEST HARBORME04679PCOPERATIONS$10,000
PASSION WORKS
20 E STATE STREETATHENSOH45701PCOPERATIONS$25,000
THE PITTSBURGH FOUNDATION
5 PPG PLACE SUITE 250PITTSBURGHPA15222PCTHE MELLON FAMILY SCHOLARSHIP$10,000
THE PITTSBURGH FOUNDATION
5 PPG PLACE SUITE 250PITTSBURGHPA15222PCROLLING ROCK CLUB EMPLOYEE SCHOLARSHIP$10,000
SEA EDUCATION ASSOCIATION INC
PO BOX 6FALMOUTHME02540PCOPERATIONS$10,000
SKIDMORE COLLEGE
815 N BROADWAYSARATOGA SPRINGSNY12866PCENDOWMENT AND ANNUAL SUPPORT$30,000
SOUTH GEORGIA YOUTH SHOOTING CLUB
PO BOX 242HARTSFIELDGA31756PCEXPANSION OF FACILITY$20,000
SOUTHERN METHODIST UNIVERSITY
3140 DYER STREET SUITE 261 PO BOXDALLASTX75205PCOPERATIONS$5,000750402
SOUTHERN METHODIST UNIVERSITY
3140 DYER STREET SUITE 261 PO BOXDALLASTX75205PCOPERATIONS$5,000750402
ST ANNE'S BELFIELD INC
2132 IVY ROADCHARLOTTESVILLEVA22903PCRENOVATIONS TO RANDOLPH HALL$25,000
ST PAUL'S SCHOOL
325 PLEASANT STCONCORDNH03301PCCATHEY FAMILY ENDOWMENT$20,000
TRUSTEES OF WESTMINSTER SCHOOL INC
995 HOPMEADOW STREETSIMSBURYCT06070PCWESTMINSTER FUND$25,000
UNIVERSITY OF THE CUMBERLANDS INC
6191 COLLEGE STATION DRIVEWILLIAMSBURGKY40769PCNURSING SCHOOL EXPANSION$10,000
VALLEY SCHOOL OF LIGONIER
P O BOX 616LIGONIERPA15658PCOPERATIONS$10,000
VALLEY SCHOOL OF LIGONIER
P O BOX 616LIGONIERPA15658PCOPERATIONS$25,000
VALLEY SCHOOL OF LIGONIER
P O BOX 616LIGONIERPA15658PCOPERATIONS$10,000
VALLEY SCHOOL OF LIGONIER
P O BOX 616LIGONIERPA15658PCMAINTENANCE AND REPAIR OF RECTOR PARK AND PLAYGROUND$15,000
VALLEY SCHOOL OF LIGONIER
P O BOX 616LIGONIERPA15658PC75TH ANNIVERSARY$25,000
VALLEY SCHOOL OF LIGONIER
P O BOX 616LIGONIERPA15658PCOPERATIONS$20,000
VALLEY SCHOOL OF LIGONIER
P O BOX 616LIGONIERPA15658PCANNUAL FUND$1,000
VALLEY SCHOOL OF LIGONIER
P O BOX 616LIGONIERPA15658PCOPERATIONS$10,000
VALLEY SCHOOL OF LIGONIER
P O BOX 616LIGONIERPA15658PCOPERATIONS$20,000
WTIA WORKFORCE INSTITUTE
1595 NW GILMAN BLVD SUITE 6BISSAQUAHWA98027PCSCHOLARSHIP$13,175
BONE MARROW AND CANCER FOUNDATION INC
515 MADISON AVENUENEW YORKNY10022PCOPERATIONS$5,000
CAPE COD HEALTHCARE INC
PO BOX 370HYANNISME02601PCOPERATIONS$50,000
CAPE COD HEALTHCARE INC
PO BOX 370HYANNISME02601PCOPERATIONS$30,000
CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION
4401 PENN AVENUEPITTSBURGHPA15224PCPKU FUND$10,000
CHILDREN'S INSTITUTE OF PITTSBURGH
1405 SHADY AVENUEPITTSBURGHPA15217PCOPERATIONS$5,000
EASTERN LONG ISLAND HOSPITAL FOUNDATION
201 MANOR PLACEGREENPORTNY11944PCOPERATIONS$35,000
EISENHOWER MEDICAL CENTER
39000 BOB HOPE DRIVERANCHO MIRAGECA92270PCOPERATIONS$5,000
GRANT FOUNDATION
PO BOX 110091PITTSBURGHPA15232PCOPERATIONS$5,000
HOSPITAL FOR SPECIAL SURGERY FUND INC
300 PALM BEACH LAKES BLVDWEST PALM BEACHFL33401PCFLORIDA OPERATIONS$5,000
LATROBE AREA HOSPITAL CHARITABLE FOUNDATION
121 W 2ND AVELATROBEPA15650PCOPERATIONS AT LATROBE AREA$25,000
MASS GENERAL BRIGHAM INCORPORATED
55 FRUIT STREETBOSTONME02114PCOPERATIONS$25,000
MELANOMA RESEARCH ALLIANCE FOUNDATION
730 15TH STREET NW 4TH FLOORWASHINGTONDC20005PCCANCER RESEARCH$20,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065PCAFFORDABILITY WORKING GROUP$26,000
NORTHWELL HEALTH FOUNDATION
2000 MARCUS AVENUENEW HYDE PARKNY11042PCOPERATIONS$5,000
NORTHWELL HEALTH FOUNDATION
2000 MARCUS AVENUENEW HYDE PARKNY11042PCBARBARA J. HOOVER ENDOWMENT$5,000
PANCREATIC CANCER ACTION NETWORK INC
1500 ROSECRANS AVENUE SUITE 200MANHATTAN BEACHNY90266PCOPERATIONS$500
PHOEBE FOUNDATION INC
PO BOX 3770ALBANYNY31706PCNEONATAL INTENSIVE CARE UNITE/TRAUMA AND CRITICAL CARE TOWER$50,000
PURDUE RESEARCH FOUNDATION
403 W WOOD STREETWEST LAFAYETTEIN47907PCSTUDY THE IMPACT OF SERVICE DOGS FOR MILITARY VETERANS WITH PTSD$25,000
SOUTHERN TIER ALTERNATIVE THERAPIES INC
PO BOX 527LIGONIERPA15658PCOPERATIONS$10,000
SOUTHERN TIER ALTERNATIVE THERAPIES INC
PO BOX 527LIGONIERPA15658PCOPERATIONS$2,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38015PCOPERATIONS$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38015PCOPERATIONS$10,000
UNIVERSITY OF ARIZONA FOUNDATION
PO BOX 210109TUCSONAZ85721PCSTUDYING THE IMPACT OF SERVICE DOGS FOR MILITARY VETERANS WITH PTSD$25,000
WEISER MEMORIAL HOSPITAL FOUNDATION INC
645 E 5TH STWEISERID83672PCORTHOPEDIC SURGERY EQUIPMENT$50,000
WEISER MEMORIAL HOSPITAL FOUNDATION INC
645 E 5TH STWEISERID83672PCEQUIPMENT PURCHASE$40,000
4 PAWS FOR ABILITY INC
207 DAYTON AVEXENIAOH45385PCSERVICE DOG EQUIPMENT$12,000
ACTION FOR ANIMALS INC
PO BOX 814LATROBEPA15650PCOPERATIONS$10,000
ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
PO BOX 7047CHARLOTTESVILLEVA22906PCPET RETENTION PROGRAM$5,000
ANGEL WINGS NETWORK INC
773 W MAIN STREETWEISERID83672PCOPERATIONS$15,000
ANIMAL RESCUE LEAGUE WESTERN PENNSYLVANIA HUMANE SOCIETY
6926 HAMILTON AVENUEPITTSBURGHPA15208PCOPERATIONS$2,500
BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA
PO BOX 707CHARLOTTESVLEVA22902PCNEW ALBEMARLE CAMPUS$20,000
BOYS' CLUB OF NEW YORK INC
91 FIFTH AVENUE 7TH FLOORNEW YORKNY10003PCOPERATIONS$5,000
BRIDGE TO THE MOUNTAINS
1526 RHINE STREETPITTSBURGHPA15212PCOPERATIONS$6,000
CANINE COMPANIONS FOR INDEPENDENCE INC
7480 NEW ALBANY CONDIT ROADNEW ALBANYOH43054PCOPERATIONS$5,000
CANONRY OF SAINT LEOPOLD INC
ST ROCCO CHURCH 18 THIRD STREETGLEN COVENY11542PCOPERATIONS$5,000
CARE HUMANE SOCIETY
1140 WARE DRAUBURNAL36832PCOPERATIONS$2,500
CRISIS CENTER NORTH INCORPORATION
1008 PERRY HIGHWAYPITTSBURGHPA15237PCOPERATIONS$10,000
CROSS YOUR PAWS RESCUE INC
4012 W LAKE DRIRWINPA15642PCOPERATIONS$10,000
EAST END FOOD INSTITUTE
PO BOX 356SOUTHAMPTONNY11969PCEAST END FOOD HUB$25,000
ELUNA
1617 JFK BOULEVARD SUITE 935PHILADELPHIAPA19103PCOPERATIONS$10,000
GREENPORT SKATE PARK INC
170 MOORES LANEGREENPORTNY11944PCPARK IMPROVEMENTS$5,000
GUIDING EYES FOR THE BLIND INC
611 GRANITE SPRINGS ROADYORKTOWN HTSNY10598PCOPERATIONS$2,500
HEALTHY START INC
400 N LEXINGTON AVENUEPITTSBURGHPA15208PCOPERATIONS$5,000
HOMELESS ANIMALS RESCUE TEAM INC
PO BOX 7261FAIRFAX STATIONVA22039PCOPERATIONS$2,500
IMAGINE SPECIAL EQUESTRIANS INC
193 BARNES RDMORICHESNY11955PCMARKETING VIDEO$4,600
LAUGHLINTOWN COMMUNITY CENTER INC
PO BOX 453LAUGHLINTOWNPA15655PCOPERATIONS$10,000
LIGHT OF LIFE MINISTRIES INC
913 WESTERN AVENUEPITTSBURGHPA15233PCOPERATIONS$10,000
LIGONIER VALLEY YOUNG MENS CHRISTIAN ASSOCIATION OF PENNSYLVA
110 W CHURCH STLIGONIERPA15658PCOPERATIONS$5,000
LIGONIER VALLEY YOUNG MENS CHRISTIAN ASSOCIATION OF PENNSYLVA
110 W CHURCH STLIGONIERPA15658PCOPERATIONS$10,000
LIVING GRACE CANINE RANCH
723 W UNIVERSITY AVENUEGEORGETOWNTX78626PCOPERATIONS$2,500
LIZ E'S PEKINGESE RESCUE
119 GOTAAS PLBULL SHOALSAR72619PCOPERATIONS$10,000
LUS LABS LABRADOR RETRIEVER RESCUE INC
PO BOX 551BERLINMD21811PCOPERATIONS$2,500
LUTHERAN CHURCH CHARITIES FUND
3020 MILWAUKEE AVENUENORTHBROOKIL60062PCK-9 MINISTRY$10,000
MEDIA RESEARCH CENTER INC
2340 DULLES CORNER BLVDHERNDONVA20171PCOPERATIONS$10,000
MEDICAL DEBT RESOLUTION INC
28-07 JACKSON AVENUELONG ISLAND CITYNY11101PCSOUTH FLORIDA CAMPAIGN$5,000
MERCY SHIPS
P O BOX 1930GARDEN VALLEYTX75771PCOPERATIONS$10,000
MOTORCYCLE RELIEF PROJECT
PO BOX 3220EVERGREENCO80437PCOPERATIONS$5,000
NATIONAL DISASTER SEARCH DOG FOUNDATION INC
6800 WHEELER CANYON ROADSANTA PAULACA93060PCOPERATIONS$5,000
NEIGHBORHOOD HOUSE CLUB
PO BOX 332NORTHEAST HARBORME04662PCOPERATIONS$10,000
NINTH LIFE RESCUE CENTER
PO BOX 74GRAPEVILLEPA15634PCOPERATIONS$10,000
NORTH VALLEY ANIMAL DISASTER GROUP
PO BOX 441CHICOCA95927PCOPERATIONS$3,000
PASSION WORKS
20 E STATE STREETATHENSOH45701PCOPERATIONS$15,000
PAWS FOR PURPLE HEARTS
10201 OLD REDWOOD HWYPENNGROVECA94951PCOPERATIONS$2,500
PAWS4PEOPLE INC
1121 MILITARY CUTOFF ROADWILMINGTONNC28405PCVIDEOS FOR MARKETING AND RECRUITMENT$25,000
QUALITAS OF LIFE FOUNDATION
1221 AVENUE OF THE AMERICAS 43RD FLNEW YORKNY10020PCOPERATIONS$15,000SUITE 43-NO41
QUALITAS OF LIFE FOUNDATION
1221 AVENUE OF THE AMERICAS 43RD FLNEW YORKNY10020PCOPERATIONS$25,000SUITE 43-NO41
SAINT VINCENT BASILICA PARISH
300 FRASER PURCHASE ROADLATROBEPA15650PCOPERATIONS$25,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607PCOPERATIONS$10,000
SPECIAL OLYMPICS NEW YORK INC
94 NEW KARNER ROAD SUITE 208ALBANYNY12203PCOPERATIONS$5,000
ST JOHN'S OF LATTINGTOWN EPISCOPAL CHURCH
325 LATTINGTOWN ROADLOCUST VALLEYNY11560PCOPERATIONS$5,000
ST JOHN'S OF LATTINGTOWN EPISCOPAL CHURCH
325 LATTINGTOWN ROADLOCUST VALLEYNY11560PCOPERATIONS$10,000
ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH
PO BOX 336LIGONIERPA15658PCOPERATIONS$10,000
ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH
PO BOX 336LIGONIERPA15658PCOPERATIONS$25,000
ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH
PO BOX 336LIGONIERPA15658PCOPERATIONS$2,500
ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH
PO BOX 336LIGONIERPA15658PCOPERATIONS$10,000
SWP INC DBA SHADOW WARRIORS PROJECT
15954 JACKSON CREEK PARKWAYMONUMENTCO80132PCOPERATIONS$50,000
TEAM RUBICON
5230 PACIFIC CONCOURSE DRIVELOS ANGELESCA90045PCOPERATIONS$5,000
THROW AWAY DOGS PROJECT
232 BARNSLEY AVENUEHUNTINGDON VALLEYPA19006PCOPERATIONS$2,500
TRI COUNTY HUMANE SOCIETY
21287 BOCA RIO ROADBOCA RATONFL33433PCOPERATIONS$2,500
TRINITY LUTHERAN CHURCH
PO BOX 324DERRYPA15627PCOPERATIONS$10,000
TRINITY LUTHERAN CHURCH
PO BOX 324DERRYPA15627PCOPERATIONS$10,000
TRINITY UNITED METHODIST CHURCH
398 CHURCH STREETINDIANAPA15701PCOPERATIONS$10,000
TRINITY UNITED METHODIST CHURCH
398 CHURCH STREETINDIANAPA15701PCOPERATIONS$10,000
WARRIOR CANINE CONNECTION INC
14934 SCHAEFFER ROADBOYDSMD20841PCOPERATIONS$2,500
WARRIOR RANCH FOUNDATION INC
1179 EDWARDS AVENUECALVERTONNY11933PCMARKETING & COMMUNICATIONS$10,000
WESTMORELAND COUNTY FOOD BANK INC
100 DEVONSHIRE DRDELMONTPA15626PCOPERATIONS$10,000
WESTMORELAND COUNTY FOOD BANK INC
100 DEVONSHIRE DRDELMONTPA15626PCOPERATIONS$5,000
WESTMORELAND COUNTY FOOD BANK INC
100 DEVONSHIRE DRDELMONTPA15626PCOPERATIONS$20,000
WILDLIFE WORKS INC
PO BOX 113YOUNGWOODPA15697PCOPERATIONS$10,000
WILLOWIND THERAPEUTIC RIDING CENTER INC
1140 STATE HIGHWAY 3BAR HARBORME04609PCOPERATIONS & SENSORY TRAIL$30,000
YOUNG MENS CHRISTIAN ASSOCIATION SOUTHCOAST INCORPORATED
128 UNION STREETNEW BEDFORDMD02740PCPURCHASING A NEW SET OF DISC HARROWS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,762,072TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TALL TIMBERS RESEARCH INC
13093 HENRY BEADEL DRTALLAHASSEEFL32312PCALBANY QUAIL PROJECT$20,000
WOODMERE ART MUSEUM INC
9201 GERMANTOWN AVENUEPHILADELPHIAPA19118PCOPERATIONS$25,000
THE PITTSBURGH FOUNDATION
5 PPG PL SUITE 250PITTSBURGHPA15222PCMELLON FAMILY SCHOLARSHIP$10,000
SKIDMORE COLLEGE
815 N BROADWAYSARATOGA SPRINGSNY12866PCFACULTY-STUDENT COLLABORATIVE RESEARCH AND ENDOWMENT$30,000
SKIDMORE COLLEGE
815 N BROADWAYSARATOGA SPRINGSNY12866PCFACULTY-STUDENT COLLABORATIVE RESEARCH AND ENDOWMENT$30,000
SKIDMORE COLLEGE
815 N BROADWAYSARATOGA SPRINGSNY12866PCFACULTY-STUDENT COLLABORATIVE RESEARCH AND ENDOWMENT$30,000
ST ANNE'S BELFIELD INC
2132 IVY RDCHARLOTTESVILLEVA22903PCRENOVATIONS TO RANDOLPH HALL$25,000
ST PAUL'S SCHOOL
325 PLEASANT STCONCORDNH03301PCENDOWMENT$20,000
VALLEY SCHOOL OF LIGONIER
PO BOX 616LIGONIERPA15658PCMAINTENANCE AND REPAIR OF RECTOR PARK AND PLAYGROUND$15,000
VALLEY SCHOOL OF LIGONIER
PO BOX 616LIGONIERPA15658PC75TH ANNIVERSARY$25,000
THE MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065PCAFFORDABILITY WORKING GROUP$26,000
PURDUE RESEARCH FOUNDATION
1281 WIN HENTSCHEL BLVD STE 2500WEST LAFAYETTEIN47906PCSTUDYING THE IMPACTS OF SERVICE DOGS FOR VETERANS WITH PTSD$25,000
UNIVERSITY OF ARIZONA FOUNDATION
PO BOX 210109TUCSONAZ85721PCSTUDYING THE IMPACTS OF SERVICE DOGS FOR VETERANS WITH PTSD$25,000
BOYS AND GIRLS CLUBS OF CENTRAL VIRGINIA
PO BOX 707CHARLOTTESVILLEVA22902PCNEW CAMPUS IN ALBEMARLE, VA$20,000
BOYS AND GIRLS CLUBS OF CENTRAL VIRGINIA
PO BOX 707CHARLOTTESVILLEVA22902PCNEW CAMPUS IN ALBEMARLE, VA$20,000
HOW U DOIN FOUNDATION
2401 ELM PLACENORTHLAKETX76247PCOPERATIONS$5,000
ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH
PO BOX 336LIGONIERPA15658PCOPERATIONS$10,000
ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH
PO BOX 336LIGONIERPA15658PCOPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$371,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$184,325ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$909,536ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$548,253ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,796,855ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,438,969ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,438,969TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (1)TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
LOYALHANNA ASSOCIATION INC
1a(1)$130,000CASH GRANT
LOYALHANNA ASSOCIATION INC
1a(1)$10,000CASH GRANT
FieldValueIRS element (for citing)
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX FEESCategoryTxt
Amt$80,441Amt
Net Investment Income$6,204NetInvestmentIncomeAmt
Disbursements Charitable Prps$49,326DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
LOYALHANNA ASSOCIATION INC
PO BOX 717LIGONIERPA156582021-06-14$390,000OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA$130,000NO KNOWN DIVERSION05/22/2023, 4/26/2024THE 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 717LIGONIERPA156582023-12-04$10,000OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA$10,000NO KNOWN DIVERSION05/22/2023, 4/26/2024THE 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.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSCHEDULE OF CONTROLLED ENTITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VI-A, LINE 11:FormAndLineReferenceDesc
Medium ExplanationNAME OF CONTROLLED ENTITY: RICHARD KING MELLON FOUNDATIONEMPLOYER ID NO: 25-1127705ADDRESS: P.O. BOX 945 LIGONIER, PA 15658EXCESS BUSINESS HOLDING: NOMediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (54 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ASHMORE EM TOTAL RETURN FUNDAT COST$753,719$566,418
BLACKROCK EQUITY DIVIDENDAT COST$310,735$380,558
BRANDYWINE GLOBAL OPPORTUNISTIC ABSOLUTE RETURNAT 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 SHARESAT COST$592,643$775,048
DODGE & COX INCOME FUNDAT COST$3,600,020$3,273,199
DODGE & COX INTERNATIONAL STOCK FUNDAT 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 INDEXAT COST$145,452$701,919
ISHARES MSCI EMERGING MARKETSAT COST$481,735$462,415
ISHARES RUSSELL 1000 GROWTHAT COST$618,359$5,387,164
ISHARES RUSSELL 1000 VALUEAT COST$1,013,056$3,639,011
J HANCOCK US GLOBAL LEADERS FUNDAT COST$288,780$551,842
MFS INTERNATIONAL GROWTHAT COST$664,060$1,134,355
MONDRIAN INTERNATIONAL EQUITY FUNDAT 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 FUNDAT COST$5,329,559$7,762,381
SPDR S&P MID CAP 400 ETFAT COST$419,129$2,427,125
STEPSTONE VC GLOBAL PARTNERS XIBAT COST$101,370$85,129
STERLING CAPITAL MID VAL INSTAT COST$442,712$596,472
T. ROWE PRICE EMERGING MARKETS FUNDAT COST$513,977$648,475
T. ROWE PRICE EQUITY INCOME FUNDAT COST$322,011$510,533
T. ROWE PRICE FLOATING RATE FUNDAT COST$1,800,020$1,662,891
T. ROWE PRICE INTERNATIONAL STOCK FUNDAT COST$647,060$870,657
T. ROWE PRICE MID-CAP GROWTH FUNDAT COST$221,327$698,913
T. ROWE PRICE NEW HORIZONS FUNDAT COST$96,619$234,687
T. ROWE PRICE SMALL-CAP VALUEAT COST$122,625$274,740
TOUCHSTONE SANDS CAPITAL SELECT GROWTH FUND AAT COST$189,728$338,403
WESTWOOD GLOBAL INVESTMENTS, LLCAT COST$804,901$979,099
WILLIAM BLAIR INTERNATIONAL GROWTHAT COST$609,060$799,604

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPRE-PAID TAXESDesc
BOY Book Value$3,628BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
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

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP INCOME/ (LOSS)Desc
Revenue And Expenses Per Books$548,253RevenueAndExpensesPerBooksAmt
Net Investment Income$36,123NetInvestmentIncomeAmt
Adjusted Net Income$548,253AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED TAX LIABILITY$296,826$334,549
FEDERAL TAX PAYABLE$0$24,142

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$60,074Amt
Net Investment Income$60,074NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PROVISION$55,994$0$0
FOREIGN INCOME TAXES$13,111$13,111$0
DEFERRED FEDERAL TAXES$37,722$0$0