R K MELLON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- R K MELLON FAMILY FOUNDATION (EIN 25-1356145)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202243139349100504
- Schema version
- 2021v4.2
- Note
- A later return for the same period supersedes this one.
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T04:53:49-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251356145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RK MELLON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RKME | BusinessNameControlTxt |
| Phone | 4123922800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BNY MELLON CENTER 500 GRANT ST 410 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152192502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS L SISSON | PersonNm |
| Person Title | TRUSTEE / VP / TREASURER | PersonTitleTxt |
| Phone | 4123922800 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUGLAS | PersonFirstNm |
| Person Last | SISSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL HENDERSON-PENNINGTON | PreparerPersonNm |
| PTIN | P01499421 | PTIN |
| Phone | 3124861000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $66,601,931 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,151,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $631,454 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,931,059 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $775,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,404,783 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,790,029 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,144,442 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,872,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,180,679 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $165,457 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $86,894 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,563 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $109,704 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,586 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $102,118 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $90,273 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $26,226 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $64,047 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,276 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,649 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,626 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,447 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $50,826 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $98,220 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,220 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,496 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,333 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,337 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,337 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $633 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $633 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,062 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,335 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,726 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $703,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $253,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $362,876 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,497,552 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,497,552 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,201,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $253,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,860,428 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,671,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,927,436 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,664,703 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,807,864 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,807,864 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $33,645,797 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,151,837 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $64,794,067 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,310,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,959,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $66,601,931 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $218,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $440,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $36,978 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,141 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $255,478 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $455,141 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $36,055,022 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,504,560 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,055,022 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,504,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,310,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,959,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,055,022 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,671,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,726,060 | SubtotalAmt |
| Other Decreases | $221,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,504,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $775,724 | $775,724 | $775,724 |
| LOSS FROM DISPOSITION OF PARTNERSHIP INVESTMENTS | P | -$19,089 | -$19,089 | |
| GAIN FROM PARTNERSHIP INVESTMENTS | P | $4,648,148 | $4,648,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,404,783 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $110,191 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $110,191 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $110,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,545 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $71,545 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,172 | EsPenaltyAmt |
| Tax Due | $39,818 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN TURCIK | IndividualWithBooksNm |
| Phone | 4123922800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GRANT ST 41ST FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152192502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| W RUSSELL G BYERS JR | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CATHARINE MELLON CATHEY | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE / PRESIDENT | 1.00 | $0 | $0 | $0 |
| RICHARD A MELLON | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE / CHAIRMAN / CEO | 1.00 | $0 | $0 | $0 |
| BRUCE KING MELLON HENDERSON | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CONSTANCE ELIZABETH MELLON KAPP | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALISON M BYERS | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ARMOUR N MELLON | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SAM REIMAN | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE / DIRECTOR | 2.00 | $31,293 | $7,469 | $0 |
| DOUGLAS L SISSON | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE / VP / TREASURER | 2.50 | $58,570 | $12,380 | $0 |
| JOHN TURCIK | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE / CONTROLLER | 2.50 | $47,203 | $15,226 | $0 |
| LAWRENCE S BUSCH | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE / ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| PAUL HANNAH | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | SECRETARY | 10.00 | $28,391 | $11,419 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING SERVICES | ServiceTypeTxt |
| Compensation | $80,447 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,933,391 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,471,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,826,596 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,231,680 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,231,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $993,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,238,205 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,261,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,261,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $110,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $110,191 | TotalTaxAmt |
| Distributable Before Adj | $3,151,719 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,151,719 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,151,719 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,860,428 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,860,428 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,151,719 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,385,096 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,860,428 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,385,096 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,475,332 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,676,387 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAM REIMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690 | AddressLine1Txt |
| City | LIGONIER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 156580690 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7242385269 | RecipientPhoneNum |
| Form And Info And Materials | 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). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION ACCEPTS APPLICATIONS THROUGHOUT THE YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION WILL NOT CONSIDER REQUESTS ON BEHALF OF INDIVIDUALS, AND TYPICALLY DOES NOT CONSIDER REQUESTS FOR GRANTS TO CONDUIT ORGANIZATIONS WHICH PASS ON FUNDS TO OTHER ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION FOR ANIMALS | |||||||||||
| PO BOX 814 | LATROBE | PA | 15650 | PC | OPERATIONS | $10,000 | |||||
| ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||||||
| PO BOX 7047 | CHARLOTTESVILLE | VA | 22906 | PC | REPLACEMENT OF CHILLER | $20,000 | |||||
| ALLEGHENY CEMETERY HISTORICAL ASSOCIATION | |||||||||||
| 4734 BUTLER STREET | PITTSBURGH | PA | 15201 | PC | OPERATIONS | $5,000 | |||||
| AMERICAN JUNIOR GOLF ASSOCIATION | |||||||||||
| 1980 SPORTS CLUB DRIVE | BRAZELTON | GA | 30517 | PC | OPERATIONS | $10,000 | |||||
| ANGEL WINGS NETWORK INC | |||||||||||
| 773 W MAIN ST | WEISER | ID | 83672 | PC | OPERATIONS | $10,000 | |||||
| ANIMAL RESCUE LEAGUE WESTERN PENNSYLVANIA HUMANE SOCIETY | |||||||||||
| 6926 HAMILTON AVE | PITTSBURGH | PA | 15208 | PC | OPERATIONS | $5,000 | |||||
| ATLANTIC SALMON FEDERATION INC | |||||||||||
| PO BOX 807 | CALASIS | ME | 04619 | PC | OPERATIONS | $5,000 | |||||
| AVON OLD FARMS SCHOOL | |||||||||||
| 500 OLD FARMS RD | AVON | CT | 06001 | PC | OPERATIONS | $25,000 | |||||
| BONEFISH & TARPON TRUST INC | |||||||||||
| 2937 SW 27TH AVE SUITE 203 | MIAMI | FL | 33133 | PC | OPERATIONS AND TEACHER'S FUND | $2,500 | |||||
| BONEFISH & TARPON TRUST INC | |||||||||||
| 2937 SW 27TH AVE SUITE 203 | MIAMI | FL | 33133 | PC | OPERATIONS | $2,500 | |||||
| BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA | |||||||||||
| PO BOX 707 | CHARLOTTESVILLE | VA | 22902 | PC | OPERATIONS | $10,000 | |||||
| BRANDON J BOYD MEMORIAL FUND | |||||||||||
| 401 RT 271 | LIGONIER | PA | 15658 | PC | OPERATIONS | $2,500 | |||||
| BRANDYWINE CONSERVANCY & MUSEUM OF ART | |||||||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | PC | OPERATIONS | $10,000 | |||||
| BRING ON THE MUSIC INC | |||||||||||
| HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | PC | OPERATIONS | $2,500 | |||||
| BROOKS SCHOOL | |||||||||||
| 1160 GREAT POND RD | NORTH ANDOVER | MA | 01845 | PC | OPERATIONS | $20,000 | |||||
| BYERSCHOOL FOUNDATION | |||||||||||
| 1926 ARCH ST 3F | PHILADELPHIA | PA | 19103 | PC | CAPITAL CAMPAIGN | $25,000 | |||||
| CANINE COMPANIONS FOR INDEPENDENCE INC | |||||||||||
| N CENTRAL TRAINING CTR 7480 NEW | NEW ALBANY | OH | 43054 | PC | OPERATIONS | $20,000 | ALBANY CONDIT RD | ||||
| CANYON HEROES | |||||||||||
| PO BOX 404 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 | |||||
| CAPE COD HEALTHCARE INC | |||||||||||
| 297 NORTH ST BLDG 3 | HYANNIS | MA | 02601 | PC | OPERATIONS | $25,000 | |||||
| CAPE COD HEALTHCARE INC | |||||||||||
| 297 NORTH ST BLDG 3 | HYANNIS | MA | 02601 | PC | OPERATIONS AT FALMOUTH HOSPITAL | $30,000 | |||||
| CARNEGIE INSTITUTE | |||||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | PC | OPERATIONS AT FALMOUTH HOSPITAL | $1,000 | |||||
| CHESAPEAKE BAY FOUNDATION | |||||||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | PC | REPAIRS TO NATURE CENTER BUILDING AT POWDERMILL NATURE RESERVE | $5,000 | |||||
| CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION | |||||||||||
| ONE CHILDRENS HOSP DR CENTRAL PLANT | PITTSBURGH | PA | 15224 | PC | RETIREMENT FUND | $15,000 | FL 3 | ||||
| THE CHILDREN'S INSTITUTE OF PITTSBURGH | |||||||||||
| 1405 SHADY AVE | PITTSBURGH | PA | 15224 | PC | PKU ENDOWMENT | $5,000 | |||||
| CHUBB INTERNATIONAL SHOOTING SPORTS INC | |||||||||||
| 302 TENNESSEE AVE | ELIZABETHVILLE | PA | 17023 | PC | OPERATIONS | $10,000 | |||||
| CHUBB INTERNATIONAL SHOOTING SPORTS INC | |||||||||||
| 302 TENNESSEE AVE | ELIZABETHVILLE | PA | 17023 | PC | OPERATIONS | $30,000 | |||||
| COMMUNITY ACTION SOUTHOLD TOWN INC | |||||||||||
| PO BOX 159 | GREENPORT | NY | 11944 | PC | PRIZES FOR YOUTH IN TRAP AND SKEET SHOOTING EVENTS | $7,500 | |||||
| COMMUNITY ACTION SOUTHOLD TOWN INC | |||||||||||
| PO BOX 159 | GREENPORT | NY | 11944 | PC | PRODUCTION OF MARKETING VIDEO | $50,000 | |||||
| COMPANY OF THE REDWOOD LIBRARY AND ATHENAEM | |||||||||||
| 50 BELLEVUE AVE | NEWPORT | RI | 02840 | PC | CAPITAL CAMPAIGN | $5,000 | |||||
| THE CONSERVATION FUND | |||||||||||
| 1665 N FORT MYER DR SUITE 1300 | ARLINGTON | VA | 22209 | PC | OPERATIONS | $450,000 | |||||
| CRISIS CENTER NORTH INCORPORATION | |||||||||||
| PO BOX 101093 | PITTSBURGH | PA | 15237 | PC | ACQUISITION OF LAND IN LOXAHATCHEE AND ST. LUCIE RIVER HEADWATERS | $20,000 | |||||
| DELTA WATERFOWL FOUNDATION | |||||||||||
| 1412 BASIN AVE | BISMARCK | ND | 58504 | PC | OPERATIONS | $5,000 | |||||
| DELTA WATERFOWL FOUNDATION | |||||||||||
| 1412 BASIN AVE | BISMARCK | ND | 58504 | PC | OPERATIONS | $5,000 | |||||
| DESERT COMMUNITY FOUNDATION | |||||||||||
| 75105 MERLE DR SUITE 300 | PALM DESERT | CA | 92211 | PC | OPERATIONS | $20,000 | |||||
| DUCKS UNLIMITED INC | |||||||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | PC | TOSCANA AND VINTAGE EMPLOYEE SCHOLARSHIPS FUNDS | $5,000 | |||||
| EISENHOWER MEDICAL CENTER | |||||||||||
| 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | PC | OPERATIONS | $5,000 | |||||
| ELLIS SCHOOL | |||||||||||
| 6425 5TH AVE | PITTSBURGH | PA | 15206 | PC | OPERATIONS | $1,000 | |||||
| THE EVERGLADES FOUNDATION INC | |||||||||||
| 7 HIGHFIELD DR | PALMETTO BAY | FL | 33157 | PC | OPERATIONS | $26,026 | |||||
| FALMOUTH ACADEMY INC | |||||||||||
| 200 S MARKET ST | FALMOUTH | MA | 02540 | PC | OPERATIONS | $15,000 | |||||
| FORT LIGONIER ASSOCIATION | |||||||||||
| 200 S MARKET ST | LIGONIER | PA | 15658 | PC | OPERATIONS | $25,000 | |||||
| FORT LIGONIER ASSOCIATION | |||||||||||
| 200 S MARKET ST | LIGONIER | PA | 15658 | PC | OPERATIONS | $5,000 | |||||
| FORT LIGONIER ASSOCIATION | |||||||||||
| 200 S MARKET ST | LIGONIER | PA | 15658 | PC | OPERATIONS | $50,000 | |||||
| THE FREDERICK GUNN SCHOOL INCORPORATED | |||||||||||
| 99 GREEN HILL RD | WASHINGTON | CT | 06793 | PC | HIRE A CONSULTANT FOR TWO YEARS | $1,000 | |||||
| FRIENDS ACADEMY | |||||||||||
| 270 DUCK POND RD | LOCUST VALLEY | NY | 11560 | PC | OPERATIONS | $40,000 | |||||
| FRIENDS ACADEMY | |||||||||||
| 270 DUCK POND RD | LOCUST VALLEY | NY | 11560 | PC | OPERATIONS | $5,000 | |||||
| FRIENDS OF FLIGHT 93 NATIONAL MEMORIAL INC | |||||||||||
| PO BOX 911 | SHANKSVILLE | PA | 15560 | PC | OPERATIONS | $5,000 | |||||
| GALLMANN AFRICA CONSERVANCY INC | |||||||||||
| 45 ROCKEFELLER PLAZA STE | NEW YORK | NY | 10011 | PC | OPERATIONS | $50,000 | |||||
| GALLMANN AFRICA CONSERVANCY INC | |||||||||||
| 45 ROCKEFELLER PLAZA STE | NEW YORK | NY | 10011 | PC | OPERATIONS | $20,000 | |||||
| GETTYSBURG FOUNDATION | |||||||||||
| 1195 BALTIMORE PIKE | GETTYSBURG | PA | 17325 | PC | OPERATIONS | $10,000 | |||||
| THE GRANT FOUNDATION | |||||||||||
| 2840 LIBERTY AVE STE 201 | PITTSBURGH | PA | 15222 | PC | OPERATIONS | $5,000 | |||||
| THE GRANT FOUNDATION | |||||||||||
| 2840 LIBERTY AVE STE 201 | PITTSBURGH | PA | 15222 | PC | OXYGEN FOR PATIENTS | $5,000 | |||||
| GREAT HARBOR COLLECTION INC | |||||||||||
| PO BOX 145 | NORTHEAST HARBOR | ME | 04662 | PC | OPERATIONS | $2,500 | |||||
| GREEN VALE SCHOOL | |||||||||||
| 250 VALENTINES LN | GLEN HEAD | NY | 11545 | PC | OPERATIONS | $1,000 | |||||
| GREEN VALE SCHOOL | |||||||||||
| 250 VALENTINES LN | GLEN HEAD | NY | 11545 | PC | OPERATIONS | $5,000 | |||||
| HOMELESS ANIMALS RESCUE TEAM INC | |||||||||||
| PO BOX 7261 | FAIRFAX STATION | VA | 22039 | PC | OPERATIONS | $2,500 | |||||
| INSTITUTE FOR SHIPBOARD EDUCATION | |||||||||||
| 2243 CENTRE AVE | FORT COLLINS | CO | 80526 | PC | OPERATIONS | $500 | |||||
| ISLAND ACADEMY INC | |||||||||||
| PC | OPERATIONS | $20,000 | OLIVERS ESTATE BUCKLEYS RD | ST JOHNS | ANTIQUA | AC | |||||
| LATROBE AREA HOSPITAL CHARITABLE FOUNDATION | |||||||||||
| ONE MELLON WAY | LATROBE | PA | 15650 | PC | OPERATIONS | $25,000 | |||||
| LAUGHLINTOWN COMMUNITY CENTER INC | |||||||||||
| PO BOX 453 | LAUGHLINTOWN | PA | 15655 | PC | OPERATIONS AT LATROBE AREA HOSPITAL | $10,000 | |||||
| LEE COUNTY HUMANE SOCIETY INC | |||||||||||
| 1140 WARE DR | AUBURN | AL | 36832 | PC | OPERATIONS | $2,500 | |||||
| LIGONIER TOWNSHIP VOLUNTEER FIRE DEPT NO 1 | |||||||||||
| 44 FIRE HOUSE RD | LIGONIER | PA | 15658 | PC | OPERATIONS | $2,000 | |||||
| LIGONIER VALLEY FIRE COMPANIES | |||||||||||
| PO BOX 376 | LIGONIER | PA | 15658 | PC | FUND RAISING EVENT | $5,000 | |||||
| LIGONIER VALLEY FIRE COMPANIES | |||||||||||
| PO BOX 376 | LIGONIER | PA | 15658 | PC | OPERATIONS | $5,000 | |||||
| LIGONIER VALLEY FIRE COMPANIES | |||||||||||
| PO BOX 376 | LIGONIER | PA | 15658 | PC | OPERATIONS | $5,000 | |||||
| LIGONIER VALLEY LIBRARY ASSOCIATION | |||||||||||
| 120 W MAIN ST | LIGONIER | PA | 15658 | PC | OPERATIONS | $1,000 | |||||
| LIGONIER VALLEY MEALS ON WHEELS | |||||||||||
| PO BOX 203 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 | |||||
| LIGONIER VALLEY RAIL ROAD ASSOCIATION | |||||||||||
| PO BOX 21 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 | |||||
| LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC | |||||||||||
| PO BOX 763 | LIGONIER | PA | 15658 | NC | OPERATIONS | $20,000 | |||||
| LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC | |||||||||||
| PO BOX 763 | LIGONIER | PA | 15658 | NC | FOOD TO GO PROGRAM AND OPERATIONS | $10,000 | |||||
| LIGONIER VALLEY YOUNG MEN'S CHRISTIAN ASSOCIATION OF PA INC | |||||||||||
| 110 CHURCH ST | LIGONIER | PA | 15658 | PC | NEW SCOREBOARD | $10,000 | |||||
| THE LIVING DESERT RESERVE | |||||||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | PC | OPERATIONS | $20,000 | |||||
| LIZ E'S PEKINGESE RESCUE | |||||||||||
| PO BOX 1248 | BENTON | AK | 72018 | PC | OPERATIONS | $2,500 | |||||
| LORD'S KITCHEN | |||||||||||
| 2732 S FIFTHST | LOUISVILLE | KY | 40208 | PC | OPERATIONS | $5,000 | |||||
| LOYALHANNA ASSOCIATION INC | |||||||||||
| PO BOX 717 | LIGONIER | PA | 15658 | NC | FIRE RELIEF AND FOOD DISTRIBUTION | $130,000 | |||||
| LOYALHANNA ASSOCIATION INC | |||||||||||
| PO BOX 717 | LIGONIER | PA | 15658 | NC | OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA | $5,000 | |||||
| LOYALHANNA WATERSHED ASSOCIATION INC | |||||||||||
| 6 OLD LINCOLN HWY WEST | LIGONIER | PA | 15658 | PC | OPERATIONS | $5,000 | |||||
| MAINE COAST HERITAGE TRUST | |||||||||||
| 3 BOWDOIN MILL ISLAND ST | TOPSHAM | ME | 04086 | PC | OPERATIONS | $25,000 | |||||
| MAINE COAST HERITAGE TRUST | |||||||||||
| 1 BOWDOIN MILL ISLAND ST | TOPSHAM | ME | 04086 | PC | OPERATIONS | $5,000 | |||||
| MAINE COAST HERITAGE TRUST | |||||||||||
| 2 BOWDOIN MILL ISLAND ST | TOPSHAM | ME | 04086 | PC | OPERATIONS | $20,000 | |||||
| MAX MCGRAW WILDLIFE FOUNDATION | |||||||||||
| PO BOX 911 | DUNDEE | IL | 60118 | PC | OPERATIONS | $1,000 | |||||
| MEDIA RESEARCH CENTER INC | |||||||||||
| 1900 CAMPUS COMMONS DR STE 600 | RESTON | VA | 20191 | PC | OPERATIONS | $10,000 | |||||
| MIDWAY USA FOUNDATION | |||||||||||
| 6001 W VAN HORN TAVERN RD STE C | COLUMBIA | MO | 65203 | PC | OPERATIONS | $10,000 | |||||
| MOTORCYCLE RELIEF PROJECT | |||||||||||
| PO BOX 3220 | EVERGREEN | CO | 80437 | PC | COACH TRAINING | $2,500 | |||||
| MUSICIANS UNITED TO SERVE THE YOUTH OF CHARLOTTESVILLE | |||||||||||
| 105 RIDGE ST | CHARLOTTESVILLE | VA | 22902 | PC | OPERATIONS | $5,000 | |||||
| NANTUCKET CONSERVATION FOUNDATION INC | |||||||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | PC | OPERATIONS | $10,000 | |||||
| NASSAU COUNTY MUSEUM OF FINE ART | |||||||||||
| 270 DUCK POND RD | ROSLYN HARBOR | NY | 11576 | PC | OPERATIONS | $5,000 | |||||
| NATIONAL DISASTER SEARCH DOG FOUNDATION INC | |||||||||||
| 6800 WHEELER CANYON RD | SANTA PAULA | CA | 93060 | PC | OPERATIONS | $2,500 | |||||
| THE NATIONAL ENVIRONMENTAL EDUCATION AND TRAINING FOUNDATION | |||||||||||
| CONNECTICUT AVE NW SUITE 160 | WASHINGTON | DC | 20008 | PC | OPERATIONS | $12,500 | |||||
| NATIONAL GALLERY OF ART | |||||||||||
| 2000 S CLUB DR | LANDOVER | MD | 20785 | PC | PUCHASE OF DATA MANAGEMENT SOFTWARE AND 40 HOURS WITH IMPLEMENTATION CONSULTANT | $30,000 | |||||
| NATIONAL GALLERY OF ART | |||||||||||
| 2000 S CLUB DR | LANDOVER | MD | 20785 | PC | OPERATIONS | $50,000 | |||||
| NATIONAL MARINE LIFE CENTER INC | |||||||||||
| 41A BARLOWS LANDING RD | POCASSET | MA | 02559 | PC | PHOTO ACQUISITIONS FUND | $20,000 | |||||
| NEIGHBORHOOD HOUSE CLUB | |||||||||||
| PO BOX 332 | NORTHEAST HARBOR | ME | 04662 | PC | OPERATIONS | $10,000 | |||||
| THE NEW YORK BOTANICAL GARDEN | |||||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PC | OPERATIONS | $5,000 | |||||
| NORTH FORK COMMUNITY THEATRE INC | |||||||||||
| PO BOX 86 | MATTITUCK | NY | 11952 | PC | OPERATIONS | $7,500 | |||||
| NORTH SHORE LAND ALLIANCE INC | |||||||||||
| PO BOX 658 | OYSTER BAY | NY | 11771 | PC | TECHNOLOGY ENHANCEMENTS | $10,000 | |||||
| NORTHWELL HEALTH FOUNDATION | |||||||||||
| 972 BRUSH HOLLOW RD FIFTH FL | WESTBURY | NY | 11590 | PC | OPERATIONS | $20,000 | |||||
| OLD WESTBURY GARDENS | |||||||||||
| PO BOX 430 | OLD WESTBURY | NY | 11568 | PC | MRI MACHINE AT GLEN COVE HOSPITAL | $10,000 | |||||
| PARTNERS HEALTHCARE SYSTEM INC | |||||||||||
| 399 REVOLUTION DR STE 645 | SOMERVILLE | MA | 02145 | PC | OPERATIONS | $25,000 | |||||
| PASSION WORKS | |||||||||||
| 20 E STATE ST | ATHENS | OH | 45701 | PC | OPERATIONS | $12,500 | |||||
| PAWS4PEOPLE INC | |||||||||||
| 1121 MILITARY CUTOFF RD STE C 324 | WILMINGTON | NC | 28405 | PC | OPERATIONS | $10,000 | |||||
| PAWS4PEOPLE INC | |||||||||||
| 1122 MILITARY CUTOFF RD STE C 324 | WILMINGTON | NC | 28405 | PC | OPERATIONS | $50,000 | |||||
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | PC | MATCHING GRANT | $5,000 | |||||
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||||||
| 3401 RESERVOIR DR | PHILADELPHIA | PA | 19121 | PC | FUND RAISING EVENT FOR RUSSELL BYERS CHARTER SCHOOL | $5,000 | |||||
| PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC | |||||||||||
| 1 SCHENLEY PARK | PITTSBURGH | PA | 15213 | PC | FUND RAISING EVENT FOR RUSSELL BYERS CHARTER SCHOOL | $10,000 | |||||
| PITTSBURGH AVIATION ANIMAL RESCUE TEAM | |||||||||||
| 15 ALLEGHENY COUNTY AIRPORT | WEST DJMIFFLIN | PA | 15122 | PC | OPERATIONS | $5,000 | |||||
| PITTSBURGH AVIATION ANIMAL RESCUE TEAM | |||||||||||
| 15 ALLEGHENY COUNTY AIRPORT | WEST MIFFLIN | PA | 15122 | PC | OPERATIONS | $1,000 | |||||
| PITTSBURGH AVIATION ANIMAL RESCUE TEAM | |||||||||||
| 15 ALLEGHENY COUNTY AIRPORT | WEST MIFFLIN | PA | 15122 | PC | OPERATIONS | $1,000 | |||||
| PITTSBURGH FOUNDATION | |||||||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | PC | OPERATIONS | $10,000 | |||||
| PITTSBURGH FOUNDATION | |||||||||||
| 6 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | PC | ROLLING ROCK CLUB EMPLOYEE SCHOLARSHIP FUND | $5,000 | |||||
| POLO FOR LIFE INC | |||||||||||
| 11925 FOREST HILL BLVD 10A-218 | WELLINGTON | FL | 33414 | PC | LIGONIER VALLEY ENDOWMENT | $2,500 | |||||
| QUALITAS OF LIFE FOUNDATION | |||||||||||
| 1221 AVE OF THE AMERICAS | NEW YORK | NY | 10020 | PC | OPERATIONS | $5,000 | |||||
| RUFFED GROUSE SOCIETY | |||||||||||
| 451 MCCORMICK RD | CORAPOLIS | PA | 15108 | PC | OPERATIONS | $25,000 | |||||
| SAINT VINCENT BASILICA PARISH | |||||||||||
| 300 FRASER PURCHASE RD | LATROBE | PA | 15650 | PC | CAPITAL CAMPAIGN | $25,000 | |||||
| SCYC PRESERVATION FOUNDATION INC | |||||||||||
| 314 YACHT CLUB RD | CENTRE ISLAND | NY | 11771 | PC | OPERATIONS | $5,000 | |||||
| SEA EDUCATION ASSOCIATION INC | |||||||||||
| 171 WOODS HOLE RD | FALMOUTH | MA | 02540 | PC | OPERATIONS | $10,000 | |||||
| SHELTER FROM THE STORM | |||||||||||
| 73550 ALESSANDRO DR STE 5 | PALM DESERT | CA | 92260 | PC | OPERATIONS | $10,000 | |||||
| SKIDMORE COLLEGE | |||||||||||
| SUITE 5 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | PC | OPERATIONS | $15,000 | |||||
| SMITHSONIAN INSTITUTE | |||||||||||
| PO BOX 37012 MRC 35 | WASHINGTON | DC | 20013 | PC | CENTER FOR INTEGRATED SCIENCES | $25,000 | |||||
| SOUTHERN METHODIST UNIVERSITY | |||||||||||
| PO BOX 750402 | DALLAS | TX | 75205 | PC | BIODIVERSITY HERITAGE LIBRARY METADATA ENHANCEMENT | $2,500 | |||||
| SOUTHERN METHODIST UNIVERSITY | |||||||||||
| PO BOX 750402 | DALLAS | TX | 75205 | PC | OPERATIONS | $5,000 | |||||
| SOUTHERN METHODIST UNIVERSITY | |||||||||||
| PO BOX 750402 | DALLAS | TX | 75205 | PC | POLO CLUB | $10,000 | |||||
| ST ANNE'S BELFIELD INC | |||||||||||
| 2132 IVY RD | CHARLOTTESVILLE | VA | 22903 | PC | OPERATIONS | $10,000 | |||||
| ST JOHN'S OF LATTINGTOWN EPISCOPAL CHURCH | |||||||||||
| 325 LATTINGTOWN RD | LOCUST VALLEY | NY | 22903 | PC | OPERATIONS | $10,000 | |||||
| ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH | |||||||||||
| PO BOX 336 | LIGONER | PA | 15658 | PC | OPERATIONS | $10,000 | |||||
| ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH | |||||||||||
| PO BOX 337 | LIGONIER | PA | 15658 | PC | OPERATIONS | $25,000 | |||||
| ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH | |||||||||||
| PO BOX 338 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 | |||||
| ST PAUL'S SCHOOL | |||||||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | PC | OPERATIONS | $20,000 | |||||
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | ENDOWMENT | $10,000 | |||||
| SWP INC | |||||||||||
| 15954 JACKSON CREEK PKWY | MONUMENT | CO | 80132 | PC | OPERATIONS | $50,000 | |||||
| SWP INC | |||||||||||
| 15954 JACKSON CREEK PKWY | MONUMENT | CO | 80132 | PC | OPERATIONS | $26,026 | |||||
| TALL TIMBERS RESEARCH INC | |||||||||||
| 13093 HENRY BEADEL DR | TALLAHASSEE | FL | 32312 | PC | OPERATIONS | $10,000 | |||||
| TRINITY LUTHERAN CHURCH | |||||||||||
| PO BOX 324 | DERRY | PA | 15627 | PC | ALBANY QUAIL PROJECT | $10,000 | |||||
| TRINITY UNITED METHODIST CHURCH | |||||||||||
| 398 CHURCH ST | INDIANA | PA | 15701 | PC | OPERATIONS | $10,000 | |||||
| TROUT UNLIMITED | |||||||||||
| PO BOX 7400 | WOOLLY BUGGER | WV | 25438 | PC | CAMPING FUND | $5,000 | |||||
| UNIVERSITY OF THE CUMBERLANDS INC | |||||||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | PC | GRIFFITH CIRCLE | $30,000 | |||||
| VALLEY SCHOOL OF LIGONIER | |||||||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | COMPLETION OF STUDENT SUCCESS CENTER | $11,000 | |||||
| VALLEY SCHOOL OF LIGONIER | |||||||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $20,000 | |||||
| VALLEY SCHOOL OF LIGONIER | |||||||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 | |||||
| VALLEY SCHOOL OF LIGONIER | |||||||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $25,000 | |||||
| VALLEY SCHOOL OF LIGONIER | |||||||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 | |||||
| VALLEY SCHOOL OF LIGONIER | |||||||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 | |||||
| VALLEY SCHOOL OF LIGONIER | |||||||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 | |||||
| VALLEY YOUTH NETWORK | |||||||||||
| PO BOX 303 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 | |||||
| WESTMORELAND COUNTY FOOD BANK INC | |||||||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 15626 | PC | OPERATIONS | $5,000 | |||||
| WESTMORELAND COUNTY FOOD BANK INC | |||||||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 15626 | PC | OPERATIONS | $25,000 | |||||
| WESTMORELAND HUMAN OPPORTUNIITIES INC | |||||||||||
| 226 SOUTH MAPLE AVE | GREENSBURG | PA | 15601 | PC | OPERATIONS | $2,000 | |||||
| WESTMORELAND MUSEUM OF ART | |||||||||||
| 221 N MAIN STREET | GREENSBURG | PA | 15601 | PC | SHOP WITH A COP PROGRAM | $15,000 | |||||
| WESTMORELAND MUSEUM OF ART | |||||||||||
| 221 N MAIN STREET | GREENSBURG | PA | 15601 | PC | OPERATIONS | $10,000 | |||||
| WESTMORELAND MUSEUM OF ART | |||||||||||
| 221 N MAIN STREET | GREENSBURG | PA | 15601 | PC | OPERATIONS | $10,000 | |||||
| WILDLIFE WORKS INC | |||||||||||
| PO BOX 113 | YOUNGWOOD | PA | 15697 | PC | OPERATIONS | $1,000 | |||||
| WILLOWIND THERAPEUTIC RIDING CENTER INC | |||||||||||
| 1140 STATE HWY 3 | BAR HARBOR | ME | 04609 | PC | OPERATIONS | $10,000 | |||||
| WOOD BRIDGE PRE-SCHOOL INC | |||||||||||
| PO BOX 336 | LIGONIER | PA | 15658 | PC | OPERATIONS | $5,000 | |||||
| WOOD BRIDGE PRE-SCHOOL INC | |||||||||||
| PO BOX 336 | LIGONIER | PA | 15658 | PC | OPERATIONS | $1,000 | |||||
| WOODS HOLE PUBLIC LIBRARY | |||||||||||
| PO BOX 185 | WOODS HOLE | MA | 02543 | PC | OPERATIONS | $30,000 | |||||
| YOUNG AMERICA'S FOUNDATION | |||||||||||
| 11480 COMMERCE PARK DR | RESTON | VA | 20191 | PC | OPERATIONS | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,497,552 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LOYALHANNA ASSOCIATION INC | ||||||
| PO BOX 717 | LIGONIER | PA | 15658 | NC | OPERATIONS | $130,000 |
| LOYALHANNA ASSOCIATION INC | ||||||
| PO BOX 717 | LIGONIER | PA | 15658 | NC | OPERATIONS | $130,000 |
| ST PAULS'S SCHOOL | ||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | PC | ENDOWMENT | $20,000 |
| ST PAULS'S SCHOOL | ||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | PC | ENDOWMENT | $20,000 |
| ST PAULS'S SCHOOL | ||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | PC | ENDOWMENT | $20,000 |
| VALLEY SCHOOL OF LIGONIER | ||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 |
| VALLEY SCHOOL OF LIGONIER | ||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 |
| VALLEY SCHOOL OF LIGONIER | ||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 |
| VALLEY SCHOOL OF LIGONIER | ||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 |
| VALLEY SCHOOL OF LIGONIER | ||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $25,000 |
| VALLEY SCHOOL OF LIGONIER | ||||||
| PO BOX 616 | LIGONIER | PA | 15658 | PC | OPERATIONS | $25,000 |
| CANINE COMPANIONS FOR INDEPENDENCE INC | ||||||
| 7480 NEW ALBANY CONDIT RD | NEW ALBANY | OH | 43054 | PC | OPERATIONS | $20,000 |
| ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH | ||||||
| PO BOX 336 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $440,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,448 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,039,959 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,790,029 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,931,059 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,872,495 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,872,495 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| LOYALHANNA ASSOCIATION INC | ||
| 1a(1) | $130,000 | CASH GRANT |
| LOYALHANNA ASSOCIATION INC | ||
| 1a(1) | $5,000 | CASH GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX FEES | CategoryTxt |
| Amt | $80,447 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,826 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| LOYALHANNA ASSOCIATION INC | ||||||||||
| PO BOX 717 | LIGONIER | PA | 15658 | 2021-06-30 | $390,000 | OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA | $130,000 | TO THE BEST OF THE GRANTOR'S KNOWLEDGE, NO KNOWN DIVERSION | 3/1/2022 | 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 | PA | 15658 | 2021-06-30 | $5,000 | OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA | $5,000 | TO THE BEST OF THE GRANTOR'S KNOWLEDGE, NO KNOWN DIVERSION | 3/1/2022 | 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. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE OF CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VII-A, LINE 11: | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITY: RICHARD KING MELLON FOUNDATIONEMPLOYER ID NO: 25-1127705ADDRESS: 500 GRANT STREET, 41ST FLOOR, PITTSBURGH, PA 15219-2502EXCESS BUSINESS HOLDING: NO | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (57 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN NEXT GENERATION V, L.P. | AT COST | $0 | $90,889 |
| ABERDEEN INTERNATIONAL PARTNERS, L.P. | AT COST | $0 | $328,867 |
| ABERDEEN US PRIVATE EQUITY III, L.P. | AT COST | $0 | $249,425 |
| ABERDEEN US PRIVATE EQUITY IX, L.P. | AT COST | $493,776 | $670,209 |
| ABERDEEN US PRIVATE EQUITY VI, L.P. | AT COST | $559,269 | $2,413,159 |
| ABERDEEN US PRIVATE EQUITY VII, L.P. | AT COST | $543,775 | $2,178,754 |
| ABERDEEN US PRIVATE EQUITY VIII, L.P. | AT COST | $822,971 | $1,369,929 |
| ABERDEEN VENTURE PARTNERS V, L.P. | AT COST | $0 | $314,430 |
| ABERDEEN VENTURE PARTNERS VI, L.P. | AT COST | $0 | $920,477 |
| ABERDEEN VENTURE PARTNERS X, L.P. | AT COST | $581,347 | $2,524,819 |
| ABERDEEN VENTURE PARTNERS XI, L.P. | AT COST | $745,000 | $1,245,153 |
| ABERDEEN VENTURE PARTNERS XII, L.P. | AT COST | $390,000 | $413,666 |
| ASHMORE EM TOTAL RETURN FUND | AT COST | $786,351 | $723,134 |
| BERNSTEIN EMERGING MARKETS VALUE FUND | AT COST | $495,177 | $548,713 |
| BLACKROCK EQUITY DIVIDEND | AT COST | $310,735 | $430,162 |
| BLACKROCK STRATEGIC INCOME OPPORTUNITY FUND | AT COST | $867,508 | $891,334 |
| BRANDYWINE GLOBAL OPPORTUNISTIC ABSOLUTE RETURN | AT COST | $1,752,936 | $1,842,096 |
| CARLYLE ASIA GROWTH PARTNERS III, L.P. | AT COST | $21,569 | $30,635 |
| CARLYLE ASIA PARTNERS II, L.P. | AT COST | $0 | $1,512 |
| CARLYLE PARTNERS V, L.P. | AT COST | $0 | $41,771 |
| CARLYLE REALTY PARTNERS IV, L.P. | AT COST | $288,549 | $8,822 |
| CARLYLE REALTY PARTNERS V, L.P. | AT COST | $21,978 | $24,360 |
| CARLYLE/RIVERSTONE TE PARTNERS III, L.P. | AT COST | $0 | $28,291 |
| CROSS CREEK PARTNERS VI, L.P. | AT COST | $341,868 | $354,113 |
| DELWARE EMERGING MARKETS FUND I SHARES | AT COST | $592,643 | $970,004 |
| DODGE & COX INTERNATIONAL STOCK FUND | AT COST | $426,938 | $806,313 |
| GREENSPRING GLOBAL PARTNERS IX, L.P. | AT COST | $708,878 | $1,315,746 |
| GREENSPRING GLOBAL PARTNERS X, L.P. | AT COST | $379,609 | $447,552 |
| HARBOR CAPITAL APPRECIATION FUND | AT COST | $198,370 | $678,702 |
| HARBOR INT'L FUND INSTITUTIONAL SHARES | AT COST | $516,229 | $519,740 |
| ISHARES RUSSELL 1000 GROWTH | AT COST | $774,194 | $6,798,598 |
| ISHARES RUSSELL 1000 VALUE | AT COST | $1,013,056 | $3,698,028 |
| ISHARES RUSSELL 2000 INDEX | AT COST | $145,452 | $777,947 |
| J HANCOCK US GLOBAL LEADERS FUND | AT COST | $288,780 | $605,404 |
| MFS INTERNATIONAL GROWH | AT COST | $664,060 | $1,222,646 |
| MONDRIAN INTERNATIONAL EQUITY FUND | AT COST | $612,340 | $565,667 |
| OCM EUROPEAN CREDIT OPPORTUNTIES FUND, L.P. | AT COST | $15 | $0 |
| OCM GLOBAL HIGH YIELD BOND FUND, L.P. | AT COST | $1,680,419 | $1,817,739 |
| OCM HIGH INCOME CONVERTIBLE FUND II, L.P. | AT COST | $2,980,383 | $2,973,474 |
| OCM OPPORTUNITIES FUND VII, L.P. | AT COST | $0 | $4,029 |
| OCM OPPORTUNITIES FUND VIIB, L.P. | AT COST | $0 | $646 |
| REDPOINT VENTURES III, L.P. | AT COST | $0 | $55,088 |
| RIVERSTONE/CARLYLE TE PARTNERS IV, L.P. | AT COST | $0 | $3,855 |
| RUSSELL GLOBAL EQUITY PLUS FUND | AT COST | $6,408,949 | $9,119,839 |
| SPDR S&P MID CAP 400 ETF | AT COST | $419,129 | $2,476,397 |
| STERLING CAPITAL MID VAL INST | AT COST | $442,712 | $773,549 |
| T. ROWE PRICE EMERGING MARKERS FUND | AT COST | $513,977 | $847,905 |
| T. ROWE PRICE EQUITY INCOME FUND | AT COST | $322,011 | $545,711 |
| T. ROWE PRICE FLOATING RATE FUND | AT COST | $1,800,020 | $1,713,867 |
| T. ROWE PRICE INTERNATIONAL STOCK FUND | AT COST | $647,060 | $905,757 |
| T. ROWE PRICE MID-CAP GROWTH FUND | AT COST | $221,327 | $819,777 |
| T. ROWE PRICE NEW HORIZONS FUND | AT COST | $96,619 | $320,638 |
| T. ROWE PRICE SMALL-CAP VALUE | AT COST | $122,625 | $326,527 |
| TOUCHSTONE SANDS CAPITAL SELECT GROWTH FUND A | AT COST | $189,728 | $448,859 |
| WESTWOOD GLOBAL INVESTMENTS, LLC | AT COST | $757,072 | $863,875 |
| WILLIAM BLAIR INTERNATIONAL GROWTH | AT COST | $609,060 | $1,078,782 |
| DODGE & COX INCOME FUND | AT COST | $3,597,373 | $3,646,686 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $22,276 | LegalFeesAmt |
| Net Investment Income | $7,649 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,626 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN GRANTS PAYABLE | Desc |
| Amt | $221,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $7,368 | $0 | $7,368 |
| OTHER EXPENSES | $3,023 | $467 | $2,555 |
| DIRECTORS & OFFICERS LIABILITY INSURANCE | $32,953 | $11,316 | $21,637 |
| OTHER INSURANCE | $1,606 | $552 | $1,054 |
| DUES AND MEMBERSHIPS | $3,112 | $0 | $3,112 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGHS | Desc |
| Revenue And Expenses Per Books | $1,790,029 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,144,442 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $36,978 | BOYBookValueAmt |
| EOY Book Value | $15,141 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $98,220 | Amt |
| Net Investment Income | $98,220 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PROVISION | $58,163 | $0 | $0 |
| FOREIGN INCOME TAXES | $14,333 | $14,333 | $0 |