R K MELLON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- R K MELLON FAMILY FOUNDATION (EIN 25-1356145)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349100704
- Schema version
- 2020v4.1
- 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
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T02:29:08-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-11 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $57,341,757 | 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 | $2,109,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $530,983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,661,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,726,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,632,677 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,116,144 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,194,378 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,887,627 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,358,038 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $154,652 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,418 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,235 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $158,017 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,172 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $152,845 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $96,308 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,475 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $73,833 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,450 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $900 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,550 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $90,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $45,635 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,983 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,983 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,767 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,183 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,771 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,771 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $92 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $92 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,455 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,305 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $690,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $173,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $406,266 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,122,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,122,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,813,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $173,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,529,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,074,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,184,757 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $925,596 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,664,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,664,703 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $32,283,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,645,797 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,677,054 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,208,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,310,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,341,757 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $461,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $218,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $9,499 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $36,978 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $470,499 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $255,478 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,738,280 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $36,055,022 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,738,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,055,022 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,208,779 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,310,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,738,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,074,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $242,500 | OtherIncreasesAmt |
| Subtotal | $36,055,022 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,055,022 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $324,793 | $324,793 | $324,793 | |
| PUBLICLY TRADED SECURITIES | $3,401,425 | $1,853,152 | $1,853,152 | $1,548,273 | |
| LOSS FROM DISPOSITION OF PARTNERSHIP INVESTMENTS | P | -$717 | -$717 | ||
| GAIN FROM PARTNERSHIP INVESTMENTS | P | $455,449 | $455,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,632,677 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,068 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,068 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72,068 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,046 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $104,046 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $433 | EsPenaltyAmt |
| Overpayment | $31,545 | OverpaymentAmt |
| Applied To ES Tax | $31,545 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD P MELLON | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE / CHAIRMAN (THRU 6/30/20) | 1.00 | $0 | $0 | $0 |
| SEWARD PROSSER MELLON | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 (FROM 7/1/20) | 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 | PRESIDENT (THRU 6/30/20) / 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 | $29,872 | $7,308 | $0 |
| DOUGLAS L SISSON | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE / VP / TREASURER | 2.50 | $54,816 | $11,960 | $0 |
| JOHN TURCIK | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE / CONTROLLER | 2.50 | $44,245 | $14,879 | $0 |
| LAWRENCE S BUSCH | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE / ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| SCOTT D IZZO | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | TRUSTEE / SPECIAL PROJECT DIR. | 5.00 | $69,583 | $13,984 | $0 |
| PAUL HANNAH | ||||||||
| PO BOX 690 | LIGONIER | PA | 15658 | SECRETARY | 10.00 | $25,719 | $10,550 | $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 | $90,990 | 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 | $37,267,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,221,863 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,616,288 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,105,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,105,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $766,584 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,338,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,516,949 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,516,949 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,068 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,068 | TotalTaxAmt |
| Distributable Before Adj | $2,444,881 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,444,881 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,444,881 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,529,166 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,529,166 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,529,166 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,444,881 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,469,381 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,529,166 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,469,381 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,059,785 | 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 | $1,385,096 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD P MELLON | ContributingManagerNm |
| Contributing Manager | SEWARD PROSSER MELLON | ContributingManagerNm |
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 (160 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTION FOR ANIMALS INC | |||||||
| PO BOX 814 | LATROBE | PA | 156500814 | PC | GENERAL OPERATIONS | $10,000 | |
| ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| PO BOX 7047 | CHARLOTTESVILLE | VA | 229067047 | PC | REPLACEMENT OF CHILLER | $40,000 | |
| ALZHEIMER'S DISEASE RESEARCH FOUNDATION | |||||||
| 34 WASHINGTON ST SUITE 310 | WELLESLEY HILLS | MA | 024811934 | PC | OPERATIONS | $10,000 | |
| AMERICAN JUNIOR GOLF ASSOCIATION | |||||||
| 1980 SPORTS CLUB DR | BRASELTON | GA | 305176000 | PC | ACE GRANT PROGRAM | $10,000 | |
| ANGEL WINGS NETWORK INC | |||||||
| 773 W MAIN ST | WEISER | ID | 836721625 | PC | PROVIDE ASSISTANCE TO PEOPLE AFFLICTED WITH CANCER | $10,000 | |
| ANIMAL RESCUE LEAGUE WESTERN PENNSYLVANIA HUMANE SOCIETY | |||||||
| 6926 HAMILTON AVE | PITTSBURGH | PA | 152081733 | PC | GENERAL OPERATIONS | $2,500 | |
| ATLANTIC SALMON FEDERATION INC | |||||||
| PO BOX 807 | CALAIS | ME | 046190807 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AVON OLD FARMS SCHOOL INC | |||||||
| 500 OLD FARMS ROAD | AVON | CT | 060012716 | PC | OPERATIONS | $10,000 | |
| BIG BROTHERS BIG SISTERS INDEPENDENCE REGION | |||||||
| 123 S BROAD ST SUITE 1050 | PHILADELPHIA | PA | 191091043 | PC | BEYOND SCHOOL WALLS MENTORING PROGRAM FOR 2019-2021 SCHOOL YEARS | $25,000 | |
| BONE MARROW AND CANCER FOUNDATION INC | |||||||
| 515 MADISON AVE ROOM 1130 | NEW YORK | NY | 100225456 | PC | GENERAL OPERATIONS | $5,000 | |
| BONE MARROW AND CANCER FOUNDATION INC | |||||||
| 515 MADISON AVE ROOM 1130 | NEW YORK | NY | 100225456 | PC | OPERATIONS (ATTN: CHRISTINA MERRILL) | $5,000 | |
| BONEFISH & TARPON UNLIMITED INC | |||||||
| 2937 SW 27TH AVE SUITE 203 | MIAMI | FL | 331333772 | PC | OPERATIONS | $2,500 | |
| BONEFISH & TARPON UNLIMITED INC | |||||||
| 2937 SW 27TH AVE SUITE 203 | MIAMI | FL | 331333772 | PC | OPERATIONS | $2,500 | |
| BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA | |||||||
| PO BOX 707 | CHARLOTTESVILLE | VA | 229020707 | PC | OPERATIONS | $10,000 | |
| BRANDON J BOYD MEMORIAL FUND | |||||||
| 401 ROUTE 271 | LIGONIER | PA | 156582729 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BRANDYWINE CONSERVANCY & MUSEUM OF ART | |||||||
| PO BOX 141 | CHADDS FORD | PA | 193170141 | PC | GENERAL OPERATIONS | $10,000 | |
| BRING ON THE MUSIC INC | |||||||
| 4652 HOLLYWOOD BLVD | LOS ANGELES | CA | 900275408 | PC | GENERAL OPERATIONS | $2,500 | |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND RD | NORTH ANDOVER | MA | 018451206 | PC | CAPITAL CAMPAIGN (PAID EVENLY OVER 5 YEARS) | $20,000 | |
| BYERSCHOOL FOUNDATION | |||||||
| 1926 ARCH ST 3F | PHILADELPHIA | PA | 191031444 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| C R JRS CHIP INC | |||||||
| 5370 SCHENLEY DR | PITTSBURGH | PA | 152171180 | PC | GENERAL OPERATIONS | $2,500 | |
| CAMP FREEDOM INC | |||||||
| 2750 LIMESTONE STREET | COPLAY | PA | 18037 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CAMP FREEDOM INC | |||||||
| 2750 LIMESTONE STREET | COPLAY | PA | 18037 | PC | PROGRAMS | $6,000 | |
| CANINE COMPANIONS FOR INDEPENDENCE INC | |||||||
| 7480 NEW ALBANY-CONDIT RD | NEW ALBANY | OH | 43054 | PC | OPERATIONS | $10,000 | |
| CANINE COMPANIONS FOR INDEPENDENCE INC | |||||||
| 7480 NEW ALBANY-CONDIT RD | NEW ALBANY | OH | 43054 | PC | TOWARD TWO-YEARS OF PROGRAM SUPPORT ASSOCIATED WITH PLACING ASSISTANCE DOGS WITH PEOPLE IN PENNSYLVANIA AND THE SURROUNDING AREA | $15,000 | |
| CANYON HEROES | |||||||
| PO BOX 404 | LIGONIER | PA | 156580404 | PC | OPERATIONS | $10,000 | |
| CAPE COD HEALTHCARE INC | |||||||
| 297 NORTH ST BLDG 3 | HYANNIS | MA | 026015108 | PC | GENERAL OPERATIONS AT FALMOUTH HOSPITAL | $25,000 | |
| CAPE COD HEALTHCARE INC | |||||||
| 297 NORTH ST BLDG 3 | HYANNIS | MA | 026015108 | PC | OPERATIONS AT FALMOUTH HOSPITAL | $20,000 | |
| CENTER FOR MARINE EDUCATION & RECREATION AT OYSTER BAY INC | |||||||
| 1 W END AVE | OYSTER BAY | NY | 117711202 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | PC | CAPITAL CAMPAIGN | $33,000 | |
| CHILDREN'S INSTITUTE OF PITTSBURGH THE | |||||||
| 1405 SHADY AVE | PITTSBURGH | PA | 152171350 | PC | GENERAL OPERATIONS | $2,500 | |
| CHOATE ROSEMARY HALL FOUNDATION INC THE | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 064923818 | PC | ITS COVID-19 STRATEGY | $5,000 | |
| CHUBB INTERNATIONAL SHOOTING SPORTS INC | |||||||
| 302 TENNESSEE AVE | ELIZABETHVLE | PA | 170239639 | PC | OPERATIONS | $10,000 | |
| COLD SPRING HARBOR LABORATORY | |||||||
| 1 BUNGTOWN RD | COLD SPRING HARBOR | NY | 117242209 | PC | GENERAL OPERATIONS | $2,500 | |
| COMMUNITY ACTION SOUTHOLD TOWN INC | |||||||
| PO BOX 159 | GREENPORT | NY | 119440159 | PC | GENERAL OPERATIONS | $5,000 | |
| CULTURE TRUST GREATER PHILADELPHIA | |||||||
| 1315 WALNUT ST STE 320 | PHILADELPHIA | PA | 191074701 | PC | GENERAL MOVING COSTS | $10,000 | |
| DELTA WATERFOWL FOUNDATION | |||||||
| 1412 BASIN AVE | BISMARCK | ND | 585046923 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DELTA WATERFOWL FOUNDATION | |||||||
| 1412 BASIN AVE | BISMARCK | ND | 585046923 | PC | OPERATIONS | $5,000 | |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75105 MERLE DR SUITE 300 | PALM DESERT | CA | 922115211 | PC | $20,000 SHARED EQUALLY BETWEEN TOSCANA & VINTAGE CLUB SCHOLARSHIP FUNDS | $20,000 | |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75105 MERLE DR SUITE 300 | PALM DESERT | CA | 922115211 | PC | VINTAGE CLUB SCHOLARSHIP | $10,000 | |
| DUCKS UNLIMITED INC | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 381202350 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EAST END SEAPORT MUSEUM AND MARINE | |||||||
| PO BOX 624 | GREENPORT | NY | 119440624 | PC | MATCHING GRANT | $25,000 | |
| EAST END YOUTH SAILING FOUNDATION INC | |||||||
| PO BOX 86 | NEW SUFFOLK | NY | 119560086 | PC | GENERAL OPERATIONS | $1,000 | |
| EASTERN LONG ISLAND HOSPITAL FOUNDATION | |||||||
| 201 MANOR PLACE | GREENPORT | NY | 119441222 | SO I | TOWARD SUPPORT OF EMERGENCY OPERATIONS AT EASTERN LONG ISLAND HOSPITAL DUE TO THE COVID-19 PANDEMIC | $25,000 | |
| EASTERN LONG ISLAND HOSPITAL FOUNDATION | |||||||
| 201 MANOR PLACE | GREENPORT | NY | 119441222 | SO I | OPERATIONS AT STONYBROOK HOSPITAL | $30,000 | |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 922703221 | PC | OPERATIONS | $1,000 | |
| ELLIS SCHOOL RKFF THE | |||||||
| 6425 5TH AVE | PITTSBURGH | PA | 152064419 | PC | GENERAL OPERATIONS | $1,000 | |
| EVERGLADES FOUNDATION INC THE | |||||||
| 18001 OLD CUTLER RD SUITE 625 | PALMETTO BAY | FL | 331576441 | PC | GENERAL OPERATIONS | $5,000 | |
| FALMOUTH ACADEMY INC | |||||||
| 7 HIGHFIELD DR | FALMOUTH | MA | 025402303 | PC | GENERAL OPERATIONS | $15,000 | |
| FERGUS FALLS 544 EDUCATON FOUNDATION | |||||||
| 518 FRIBERG AVE | FERGUS FALLS | MN | 565372280 | PC | GENERAL OPERATIONS | $25,000 | |
| FORT LIGONIER ASSOCIATION | |||||||
| 200 S MARKET ST | LIGONIER | PA | 156581242 | PC | OPERATIONS | $2,500 | |
| FORT LIGONIER ASSOCIATION | |||||||
| 200 S MARKET ST | LIGONIER | PA | 156581242 | PC | GENERAL OPERATIONS | $2,500 | |
| FRANK COLLINS CADDIE SCHOLARSHIP TRUST THE | |||||||
| PO BOX 5110 | EAST HAMPTON | NY | 119376141 | PC | ITS COVID-19 STRATEGY | $5,000 | |
| FREDERICK GUNN SCHOOL INCORPORATED DBA THE GUNNERY INC THE | |||||||
| 99 GREEN HILL RD | WASHINGTON | CT | 067931200 | PC | GENERAL OPERATIONS | $1,000 | |
| FRIENDS ACADEMY | |||||||
| 270 DUCK POND RD | LOCUST VALLEY | NY | 115600000 | PC | STRATEGIC PLAN | $30,000 | |
| FRIENDS ACADEMY | |||||||
| 270 DUCK POND RD | LOCUST VALLEY | NY | 115600000 | PC | OPERATIONS | $5,000 | |
| GALLMANN AFRICA CONSERVANCY INC | |||||||
| 175 W MAIN ST STE 2 | BABYLON | NY | 117023440 | PC | OPERATIONS | $20,000 | |
| GALLMANN AFRICA CONSERVANCY INC | |||||||
| 175 W MAIN ST STE 2 | BABYLON | NY | 117023440 | PC | GENERAL OPERATIONS | $75,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||
| 1 N LINDEN ST | DUQUESNE | PA | 151101097 | PC | COVID-19 STRATEGY (CAMBRIA COUNTY) | $5,000 | |
| GREEN VALE SCHOOL | |||||||
| 250 VALENTINES LANE | GLEN HEAD | NY | 115452523 | PC | GENERAL OPERATIONS | $1,000 | |
| GREEN VALE SCHOOL | |||||||
| 250 VALENTINES LANE | GLEN HEAD | NY | 115452523 | PC | OPERATIONS | $2,500 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 512 MILLARD FULLER BLVD | AMERICUS | GA | 317093425 | PC | GENERAL OPERATIONS | $5,000 | |
| HAMPTON CLASSIC HORSE SHOW INC | |||||||
| PO BOX 3013 | BRIDGEHAMPTON | NY | 119323013 | PC | GENERAL OPERATIONS | $2,500 | |
| HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||
| PO BOX 30610 | NEW YORK | NY | 10087 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| IDAHO CONSERVATION LEAGUE INC | |||||||
| PO BOX 844 | BOISE | ID | 837025587 | PC | OPERATIONS | $10,000 | |
| INSTITUTE FOR SHIPBOARD EDUCATION | |||||||
| 2243 CENTRE AVE | FORT COLLINS | CO | 805266051 | PC | GENERAL OPERATIONS | $500 | |
| ISLAND ACADEMY | |||||||
| C/O STOLWORTHY 2870 TYNEWICK DRIVE | KENMORE | GA | 300750000 | PC | GENERAL OPERATIONS | $20,000 | |
| KISKIMINETAS SPRINGS SCHOOL | |||||||
| 1888 BRETT LANE | SALTSBURG | PA | 156818951 | PC | OPERATIONS | $20,000 | |
| LATROBE AREA HOSPITAL CHARITABLE FOUNDATION | |||||||
| ONE MELLON WAY | LATROBE | PA | 15650 | SO I | MEALS FOR EMPLOYEES AT LATROBE CAMPUS OF EXCELA HEALTH | $5,400 | |
| LAUGHLINTOWN COMMUNITY CENTER INC | |||||||
| PO BOX 453 | LAUGHLINTOWN | PA | 156550453 | PC | OPERATIONS | $5,000 | |
| LIGONIER VALLEY FIRE COMPANIES | |||||||
| PO BOX 376 | LIGONIER | PA | 156580376 | PC | GENERAL OPERATIONS | $2,500 | |
| LIGONIER VALLEY HISTORICAL SOCIETY | |||||||
| PO BOX 167 | LAUGHLINTOWN | PA | 156550167 | PC | GENERAL OPERATIONS | $2,500 | |
| LIGONIER VALLEY LIBRARY ASSOCIATION INC | |||||||
| 120 W MAIN ST | LIGONIER | PA | 156581243 | PC | OPERATIONS | $2,500 | |
| LIGONIER VALLEY LIBRARY ASSOCIATION INC | |||||||
| 120 W MAIN ST | LIGONIER | PA | 156581243 | PC | GENERAL OPERATIONS | $1,000 | |
| LIGONIER VALLEY RAIL ROAD ASSOCIATION | |||||||
| PO BOX 21 | LIGONIER | PA | 156580021 | PC | GENERAL OPERATIONS | $2,500 | |
| LIGONIER VALLEY RAIL ROAD ASSOCIATION | |||||||
| PO BOX 21 | LIGONIER | PA | 156580021 | PC | OPERATIONS | $2,500 | |
| LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC | |||||||
| PO BOX 763 | LIGONIER | PA | 156580763 | PC | GENERAL OPERATIONS | $10,000 | |
| LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC | |||||||
| PO BOX 763 | LIGONIER | PA | 156580763 | PC | PARTICIPATION IN DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM | $7,500 | |
| LIVING DESERT RESERVE THE | |||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 922606156 | PC | OPERATIONS | $5,000 | |
| LOWCOUNTRY FOOD BANK INC | |||||||
| 2864 AZALEA DR | CHARLESTON | SC | 294058216 | PC | COVID-19 RESPONSE EFFORTS | $5,000 | |
| LOYALHANNA ASSOCIATION INC | |||||||
| PO BOX 717 | LIGONIER | PA | 156580717 | NC | GENERAL OPERATING SUPPORT PAY $20K IN 2019 & $10K IN 2020 TO COINCIDE WITH PMT. ON ID#9268 | $10,000 | |
| LOYALHANNA ASSOCIATION INC | |||||||
| PO BOX 717 | LIGONIER | PA | 156580717 | NC | GENERAL OPERATING SUPPORT | $100,000 | |
| LOYALHANNA ASSOCIATION INC | |||||||
| PO BOX 717 | LIGONIER | PA | 156580717 | NC | OPERATIONS | $2,500 | |
| LOYALHANNA ASSOCIATION INC | |||||||
| PO BOX 717 | LIGONIER | PA | 156580717 | NC | OPERATIONS (BIENNIAL CAMPAIGN) | $500 | |
| LOYALHANNA WATERSHED ASSOCIATION | |||||||
| 6 OLD LINCOLN HWY WEST | LIGONIER | PA | 156588763 | PC | GENERAL OPERATIONS | $2,500 | |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND ST | TOPSHAM | ME | 040861265 | PC | GENERAL OPERATIONS | $2,500 | |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND ST | TOPSHAM | ME | 040861265 | PC | GENERAL OPERATIONS | $25,000 | |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND ST | TOPSHAM | ME | 040861265 | PC | OPERATIONS | $20,000 | |
| MEDIA RESEARCH CENTER INC | |||||||
| 1900 CAMPUS COMMONS DR SUITE 600 | RESTON | VA | 201911535 | PC | TOWARD OPERATIONS | $10,000 | |
| MIDWAY USA FOUNDATION | |||||||
| 6001 W VAN HORN TAVERN RD SUITE C | COLUMBIA | MO | 652039258 | PC | TOWARD ENDOWMENT ACCOUNTS ASSISTING WESTERN PA YOUTH SHOOTING SPORTS TEAMS | $10,000 | |
| MILL REEF FUND | |||||||
| 1235 ALDEBARAN DR | MCLEAN | VA | 221012304 | PC | TOWARD OPERATIONS | $15,000 | |
| MUSIC RESOURCE CENTER | |||||||
| 105 RIDGE ST | CHARLOTTESVILLE | VA | 229025549 | PC | TOWARD OPERATIONS | $10,000 | |
| NASSAU COUNTY MUSEUM OF FINE ART | |||||||
| 1 MUSEUM DR | ROSLYN HARBOR | NY | 115761138 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NATIONAL DISASTER SEARCH DOG FOUNDATION INC | |||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 930609108 | PC | GENERAL OPERATIONS | $2,500 | |
| NATIONAL GALLERY OF ART | |||||||
| 2000 S CLUB DR | LANDOVER | MD | 207853228 | PC | PHOTOGRAPHY ACQUISITIONS (ATTN: SARA GREENOUGH) | $25,000 | |
| NATIONAL GALLERY OF ART | |||||||
| 2000 S CLUB DR | LANDOVER | MD | 207853228 | PC | ANDREW MELLON CHALLENGE | $33,000 | |
| NATIONAL GALLERY OF ART | |||||||
| 2000 S CLUB DR | LANDOVER | MD | 207853228 | PC | GENERAL OPERATIONS | $30,000 | |
| NATIONAL MARINE LIFE CENTER INC | |||||||
| PO BOX 269 | BUZZARDS BAY | MA | 025591914 | PC | TOWARD OPERATIONS | $20,000 | |
| NEIGHBORHOOD HOUSE CLUB | |||||||
| PO BOX 332 | NORTHEAST HARBOR | ME | 046620332 | PC | TOWARD OPERATIONS | $10,000 | |
| NORTH SHORE LAND ALLIANCE INC | |||||||
| PO BOX 658 | OYSTER BAY | NY | 11771 | PC | OPERATIONS | $2,500 | |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE | NEW HYDE PARK | NY | 11042 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| OLD WESTBURY GARDENS | |||||||
| PO BOX 430 | OLD WESTBURY | NY | 115680430 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| OLD WESTBURY GARDENS | |||||||
| PO BOX 430 | OLD WESTBURY | NY | 115680430 | PC | OPERATIONS | $7,500 | |
| OLD WESTBURY GARDENS | |||||||
| PO BOX 430 | OLD WESTBURY | NY | 115680430 | PC | REPLACEMENT OF SLATE ROOF | $33,000 | |
| PARTNERS HEALTHCARE SYSTEM INC | |||||||
| 399 REVOLUTION DR STE 645 | SOMERVILLE | MA | 021451465 | PC | GENERAL OPERATIONS | $25,000 | |
| PASSION WORKS | |||||||
| 20 E STATE ST | ATHENS | OH | 457012540 | PC | OPERATIONS | $12,500 | |
| PASSION WORKS | |||||||
| 20 E STATE ST | ATHENS | OH | 457012540 | PC | COVID-19 STRATEGY | $5,000 | |
| PHILADELPHIA FOUNDATION | |||||||
| 1835 MARKET ST SUITE 2410 | PHILADELPHIA | PA | 191032909 | PC | PHL COVID-19 FUND | $10,000 | |
| PHIPPS CONSERVATORY AND BOTANICAL GARDENS INC | |||||||
| 1 SCHENLEY PARK | PITTSBURGH | PA | 152133830 | PC | GENERAL OPERATIONS | $5,000 | |
| PHOEBE FOUNDATION INC | |||||||
| PO BOX 3770 | ALBANY | GA | 31706 | SO I | OPERATIONS AT PHOEBE PUTNEY MEMORIAL HOSPITAL | $10,000 | |
| PITTSBURGH FOUNDATION THE | |||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | PC | ROLLING ROCK CLUB EMPLOYEE SCHOLARSHIP FUND | $10,000 | |
| PITTSBURGH FOUNDATION THE | |||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | PC | DISTRIBUTED EVENLY BETWEEN THE ROLLING ROCK CLUB EMPLOYEE SCHOLARSHIP FUND AND THE MELLON FAMILY SCHOLARSHIP | $20,000 | |
| PITTSBURGH FOUNDATION THE | |||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | PC | LIGONIER VALLEY ENDOWMENT | $5,000 | |
| QUALITAS OF LIFE FOUNDATION RKFF | |||||||
| 1221 AVENUE OF THE AMERICAS LBBY 4 | NEW YORK | NY | 100201001 | PC | GENERAL OPERATIONS | $5,000 | |
| RUFFED GROUSE SOCIETY | |||||||
| 451 MCCORMICK RD | CORAOPOLIS | PA | 151089377 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| RUFFED GROUSE SOCIETY | |||||||
| 451 MCCORMICK RD | CORAOPOLIS | PA | 151089377 | PC | TOWARD OPERATIONS | $10,000 | |
| SAGE'S ARMY INC | |||||||
| PO BOX 156 | WESTMORELAND CITY | PA | 156920156 | PC | COVID-19 STRATEGY | $2,500 | |
| SAINT VINCENT BASILICA PARISH | |||||||
| 300 FRASER PURCHASE RD | LATROBE | PA | 15650 | PC | TOWARD OPERATIONS | $25,000 | |
| SCHOOL OF AMERICAN BALLET INC | |||||||
| 70 LINCOLN CENTER PLAZA FIFTH FL | NEW YORK | NY | 100236548 | PC | OPERATIONS | $2,500 | |
| SEA EDUCATION ASSOCIATION INC | |||||||
| 171 WOODS HOLE RD | FALMOUTH | MA | 025401660 | PC | TOWARD OPERATIONS | $10,000 | |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 128661632 | PC | $10,000 FOR COLLABORATIVE RESEARCH AND $5,000 TOWARD ITS CENTER FOR INTEGRATED SCIENCES/PAID OVER FIVE YEARS | $15,000 | |
| SOCIAL IMPACT CENTER | |||||||
| 600 HAVERFORD RD SUITE 101 | HAVERFORD | PA | 190411139 | PC | ADAPTING PROGRAMMING DUE TO COVID-19 | $7,500 | |
| SOUTH GEORGIA YOUTH SHOOTING CLUB | |||||||
| PO BOX 242 | HARTSFIELD | GA | 317560242 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SOUTH GEORGIA YOUTH SHOOTING CLUB | |||||||
| PO BOX 242 | HARTSFIELD | GA | 317560242 | PC | OPERATIONS | $20,000 | |
| SOUTH HILLS PET RESCUE & REHABILITATION RESORT | |||||||
| PO BOX 224 | MONACA | PA | 150610224 | PC | SHELTER KENNEL IMPROVEMENTS | $5,000 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 3140 DYER ST MSC 261 PO BOX 750402 | DALLAS | TX | 752051977 | PC | $5,000 TOWARD SMU'S ANNUAL FUND FOR 2018/2019 SCHOOL YEAR AND $7,500 (PAID OVER THREE YEARS) TOWARD PARENT FUND PLEDGE | $2,500 | |
| ST ANNE'S BELFIELD INC | |||||||
| 2132 IVY RD | CHARLOTTESVILLE | VA | 229031716 | PC | OPERATIONS | $10,000 | |
| ST ANNE'S BELFIELD INC | |||||||
| 2132 IVY RD | CHARLOTTESVILLE | VA | 229031716 | PC | ANNUAL FUND | $5,000 | |
| ST JOHN'S OF LATTINGTOWN EPISCOPAL CHURCH | |||||||
| 325 LATTINGTOWN ROAD | LOCUST VALLEY | NY | 11560 | PC | OPERATIONS | $2,500 | |
| ST JOHN'S OF LATTINGTOWN EPISCOPAL CHURCH | |||||||
| 325 LATTINGTOWN ROAD | LOCUST VALLEY | NY | 11560 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH | |||||||
| PO BOX 336 | LIGONIER | PA | 15658 | PC | CAPITAL CAMPAIGN | $200,000 | |
| ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH | |||||||
| PO BOX 336 | LIGONIER | PA | 15658 | PC | OPERATIONS | $10,000 | |
| ST PAUL'S SCHOOL | |||||||
| 325 PLEASANT ST | CONCORD | NH | 033012552 | PC | ENDOWMENT | $20,000 | |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 103063159 | PC | GENERAL OPERATIONS | $2,500 | |
| STREET MEDICINE INSTITUTE | |||||||
| P O BOX 431 | INGOMAR | PA | 151270431 | PC | GENERAL OPERATIONS | $7,500 | |
| TALL TIMBERS RESEARCH INC | |||||||
| 13093 HENRY BEADEL DR | TALLAHASSEE | FL | 323120918 | PC | ALBANY QUAIL PROJECT | $10,000 | |
| TEAM RUBICON | |||||||
| 6171 W CENTURY BLVD NO 310 | LOS ANGELES | CA | 900455300 | PC | GENERAL OPERATIONS | $2,500 | |
| TROUT UNLIMITED | |||||||
| PO BOX 22994 | ROCHESTER | NY | 146922994 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| FOR UNIVERSITY OF PENNSYLVANIA | PHILADELPHIA | PA | 19104 | PC | COVID RESEARCH PROJECT | $10,000 | SCHOOL OF VETERINARY MEDICINE 3800 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 128 NORTH CRAIG STREET | PITTSBURGH | PA | 15260 | PC | TO ESTABLISH THE RICHARD P. MELLON SCHOLARS IN HISTORY PROGRAM | $200,000 | |
| UNIVERSITY OF THE CUMBERLANDS INC | |||||||
| 6190 COLLEGE STATION DR | WILLIAMSBURG | KY | 407691372 | PC | PATRIOT SUCCESS CENTER | $20,000 | |
| US ADAPTIVE GOLF ASSOCIATION | |||||||
| 900 OAKMONT LN SUITE 111 | WESTMONT | IL | 60559 | PC | GENERAL OPERATIONS | $1,000 | |
| VALLEY SCHOOL OF LIGONIER | |||||||
| PO BOX 616 | LIGONIER | PA | 156580616 | PC | IN MEMORY OF MR. RICHARD P. MELLON | $500 | |
| VALLEY SCHOOL OF LIGONIER | |||||||
| PO BOX 616 | LIGONIER | PA | 156580616 | PC | RENEW ANNUAL SUPPORT PAID EVENLY OVER THREE YEARS (2018-2019, 2019-2020, 2020-2021) | $10,000 | |
| VALLEY SCHOOL OF LIGONIER | |||||||
| PO BOX 616 | LIGONIER | PA | 156580616 | PC | GENERAL OPERATING SUPPORT FOR 2019 2020 SCHOOL YEAR | $20,000 | |
| VALLEY SCHOOL OF LIGONIER | |||||||
| PO BOX 616 | LIGONIER | PA | 156580616 | PC | GENERAL OPERATING SUPPORT FOR 2019 - 2020 SCHOOL YEAR | $10,000 | |
| VALLEY SCHOOL OF LIGONIER | |||||||
| PO BOX 616 | LIGONIER | PA | 156580616 | PC | ANNUAL MAINTENANCE OF RECTOR PARK (PAID EVENLY OVER THREE YEARS) | $11,000 | |
| VALLEY YOUTH NETWORK | |||||||
| PO BOX 303 | LIGONIER | PA | 156580303 | PC | OPERATIONS | $10,000 | |
| WESTMORELAND CLEANWAYS | |||||||
| 128 INNOVATIVE LANE | LATROBE | PA | 156505548 | PC | GENERAL OPERATIONS | $2,500 | |
| WESTMORELAND COUNTY FOOD BANK INC | |||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 156261607 | PC | GENERAL OPERATIONS | $5,000 | |
| WESTMORELAND COUNTY FOOD BANK INC | |||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 156261607 | PC | COVID-19 STRATEGY | $5,000 | |
| WESTMORELAND HUMAN OPPORTUNITIES INC | |||||||
| 226 SOUTH MAPLE AVENUE | GREENSBURG | PA | 156013234 | PC | TOWARD SUPPORT OF THE SHOP WITH A COP PROGRAM | $2,000 | |
| WESTMORELAND MUSEUM OF ART | |||||||
| 221 N MAIN ST | GREENSBURG | PA | 156011808 | PC | GENERAL OPERATIONS | $15,000 | |
| WESTMORELAND MUSEUM OF ART | |||||||
| 221 N MAIN ST | GREENSBURG | PA | 156011808 | PC | OPERATIONS | $10,000 | |
| WILDLIFE WORKS INC | |||||||
| PO BOX 113 | YOUNGWOOD | PA | 156970113 | PC | GENERAL OPERATIONS | $1,000 | |
| WILLOWIND THERAPEUTIC RIDING CENTER INC | |||||||
| 1140 STATE HIGHWAY 3 | BAR HARBOR | ME | 046097129 | PC | OPERATIONS | $10,000 | |
| WOODMERE ART MUSEUM INC | |||||||
| 9201 GERMANTOWN AVENUE | PHILADELPHIA | PA | 191182618 | PC | PLANNING GRANT FOR CAFE | $30,000 | |
| WOODMERE ART MUSEUM INC | |||||||
| 9201 GERMANTOWN AVENUE | PHILADELPHIA | PA | 191182618 | PC | GENERAL OPERATIONS | $5,000 | |
| WOODS HOLE PUBLIC LIBRARY | |||||||
| PO BOX 185 | WOODS HOLE | MA | 025430185 | PC | OPERATIONS | $30,000 | |
| ZOOLOGICAL SOCIETY OF PHILADELPHIA THE | |||||||
| 3400 WEST GIRARD AVENUE | PHILADELPHIA | PA | 191041139 | PC | STAFF RESTRUCTURING | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,122,900 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||
| PO BOX 7047 | CHARLOTTESVILLE | VA | 229067047 | PC | REPLACEMENT OF CHILLER | $20,000 |
| SHELTER FROM THE STORM | ||||||
| 73550 ALESSANDRO DR SUITE 5 | PALM DESERT | CA | 922603613 | PC | OPERATIONS. NOTE: PAYMENT OF THIS GRANT CONDITIONAL ON RECEIVING PAPERWORK THAT IRS HAS REINSTATED SFS'S NON-PROFIT DESIGNATION | $10,000 |
| ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH | ||||||
| PO BOX 336 | LIGONIER | PA | 156580251 | PC | ENDOWMENT | $10,000 |
| ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH | ||||||
| PO BOX 336 | LIGONIER | PA | 156580251 | PC | ENDOWMENT | $10,000 |
| ST PAUL'S SCHOOL | ||||||
| 325 PLEASANT ST | CONCORD | NH | 033012552 | PC | ENDOWMENT | $20,000 |
| ST PAUL'S SCHOOL | ||||||
| 325 PLEASANT ST | CONCORD | NH | 033012552 | PC | ENDOWMENT | $20,000 |
| ST PAUL'S SCHOOL | ||||||
| 325 PLEASANT ST | CONCORD | NH | 033012552 | PC | OPERATIONS | $20,000 |
| ST PAUL'S SCHOOL | ||||||
| 325 PLEASANT ST | CONCORD | NH | 033012552 | PC | OPERATIONS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $130,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,057 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,926,851 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,116,144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,661,575 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,887,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,887,627 | 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 (4 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| LOYALHANNA ASSOCIATION INC | ||
| 1a(1) | $10,000 | CASH GRANT |
| LOYALHANNA ASSOCIATION INC | ||
| 1a(1) | $100,000 | CASH GRANT |
| LOYALHANNA ASSOCIATION INC | ||
| 1a(1) | $2,500 | CASH GRANT |
| LOYALHANNA ASSOCIATION INC | ||
| 1a(1) | $500 | 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 | TAX COMPLIANCE FEES | CategoryTxt |
| Amt | $90,990 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,635 | 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 (5 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 | 156580717 | 2020-06-30 | $10,000 | OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA | $10,000 | TO THE BEST OF THE GRANTOR'S KNOWLEDGE, NO KNOWN DIVERSION | 4/29/2021 | 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 | 156580717 | 2020-06-30 | $100,000 | OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA | $100,000 | TO THE BEST OF THE GRANTOR'S KNOWLEDGE, NO KNOWN DIVERSION | 4/29/2021 | 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 | 156580717 | 2020-03-13 | $2,500 | OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA | $2,500 | TO THE BEST OF THE GRANTOR'S KNOWLEDGE, NO KNOWN DIVERSION | 4/29/2021 | 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 | 156580717 | 2020-12-15 | $500 | OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA | $500 | TO THE BEST OF THE GRANTOR'S KNOWLEDGE, NO KNOWN DIVERSION | 4/29/2021 | 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 | 156580717 | 2018-06-25 | $300,000 | OPERATING SUPPORT FOR COMMUNITY SAFETY AND PROTECTION FOR THE GREATER LIGONIER AREA | $300,000 | TO THE BEST OF THE GRANTOR'S KNOWLEDGE, NO KNOWN DIVERSION | 5/2/2019, 7/22/2020 | 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 (63 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIVERSTONE/CARLYLE TE PARTNERS IV, L.P. | AT COST | $29,817 | $38,282 |
| BRANDYWINE GLOBAL OPPORTUNISTIC ABSOLUTE FUND | AT COST | $1,698,069 | $1,846,766 |
| CARLYLE ASIA GROWTH PARTNERS III, L.P. | AT COST | $21,569 | $196 |
| CARLYLE ASIA PARTNERS II, L.P. | AT COST | $0 | $1,857 |
| ABERDEEN NEXT GENERATION V, L.P. | AT COST | $0 | $185,387 |
| ABERDEEN INTERNATIONAL PARTNERS, L.P. | AT COST | $0 | $395,671 |
| ABERDEEN US PRIVATE EQUITY II, L.P. | AT COST | $0 | $929 |
| ABERDEEN US PRIVATE EQUITY III, L.P. | AT COST | $0 | $339,020 |
| ABERDEEN US PRIVATE EQUITY VI, L.P. | AT COST | $1,091,373 | $2,087,001 |
| ABERDEEN US PRIVATE EQUITY VII, L.P. | AT COST | $969,236 | $1,632,505 |
| ABERDEEN US PRIVATE EQUITY VIII, L.P. | AT COST | $680,000 | $697,721 |
| ABERDEEN VENTURE PARTNERS V, L.P. | AT COST | $0 | $488,758 |
| ABERDEEN VENTURE PARTNERS VI, L.P. | AT COST | $0 | $793,206 |
| ABERDEEN VENTURE PARTNERS X, L.P. | AT COST | $886,974 | $1,200,761 |
| ABERDEEN VENTURE PARTNERS XI, L.P. | AT COST | $395,000 | $422,746 |
| ABERDEEN VENTURE PARTNERS XII, L.P. | AT COST | $70,000 | $62,399 |
| CARLYLE PARTNERS V, L.P. | AT COST | $0 | $49,852 |
| CARLYLE REALTY PARTNERS IV, L.P. | AT COST | $297,029 | $18,759 |
| CARLYLE REALTY PARTNERS IV AIV, L.P. | AT COST | $0 | $43,804 |
| CARLYLE REALTY PARTNERS V, L.P. | AT COST | $0 | $151,212 |
| CARLYLE REALTY PARTNERS V-AIV, L.P. | AT COST | $0 | $45,584 |
| CARLYLE/RIVERSTONE TE PARTNERS III, L.P. | AT COST | $0 | $30,487 |
| ENERGY TRUST PARTNERS III, L.P. | AT COST | $2,606 | $300 |
| GREENSPRING GLOBAL PARTNERS IX, L.P. | AT COST | $510,000 | $568,394 |
| GREENSPRING GLOBAL PARTNERS X, L.P. | AT COST | $50,000 | $47,560 |
| OCM EUROPEAN CREDIT OPPORTUNITIES FUND, L.P. | AT COST | $94 | $94 |
| OCM HIGH INCOME CONVERTIBLE FUND II, L.P. | AT COST | $2,668,495 | $2,785,005 |
| OCM GLOBAL HIGH YIELD BOND FUND, L.P. | AT COST | $1,602,543 | $1,803,074 |
| OCM HIGH YIELD PLUS (CAYMAN) FUND, LTD | AT COST | $0 | $2,736 |
| OCM OPPORTUNITIES FUND VI, L.P. | AT COST | $0 | $210 |
| OCM OPPORTUNITIES FUND VII, L.P. | AT COST | $0 | $3,974 |
| OCM OPPORTUNITIES FUND VIIB, L.P. | AT COST | $0 | $1,424 |
| OCM PRINCIPAL OPPORTUNITIES FUND IV, L.P. | AT COST | $0 | $3,565 |
| OCM/GFI POWER OPPORTUNITIES FUND II, L.P. | AT COST | $0 | $387 |
| REDPOINT VENTURES III, L.P. | AT COST | $0 | $47,930 |
| RUSSELL GLOBAL EQUITY PLUS FUND | AT COST | $5,394,892 | $7,399,799 |
| WESTWOOD GLOBAL INVESTMENTS, LLC | AT COST | $650,812 | $846,075 |
| ASHMORE EM TOTAL RETURN FUND | AT COST | $786,351 | $846,269 |
| BERNSTEIN EMERGING MARKETS VALUE FUND | AT COST | $446,344 | $540,163 |
| BLACKROCK EQUITY DIVIDEND | AT COST | $310,735 | $402,384 |
| BLACKROCK STRATEGIC INCOME OPPORTUNITY FUND | AT COST | $867,508 | $910,653 |
| DELWARE EMERGING MARKETS FUND I SHARES | AT COST | $592,643 | $1,024,909 |
| DODGE & COX INTERNATIONAL STOCK FUND | AT COST | $426,938 | $745,102 |
| HARBOR CAPITAL APPRECIATION FUND | AT COST | $198,370 | $701,939 |
| HARBOR INT'L FUND INSTITUTIONAL SHARES | AT COST | $516,229 | $485,164 |
| ISHARES RUSSELL 2000 INDEX | AT COST | $145,452 | $685,657 |
| ISHARES RUSSELL 1000 GROWTH | AT COST | $774,194 | $5,364,750 |
| ISHARES RUSSELL 1000 VALUE | AT COST | $1,013,056 | $3,010,965 |
| J HANCOCK US GLOBAL LEADERS FUND | AT COST | $288,780 | $547,037 |
| MFS INTERNATIONAL GROWH | AT COST | $664,060 | $1,185,091 |
| MONDRIAN INTERNATIONAL EQUITY FUND | AT COST | $612,340 | $527,567 |
| SPDR S&P MID CAP 400 ETF | AT COST | $419,129 | $2,008,748 |
| STERLING CAPITAL MID VAL INST | AT COST | $442,712 | $689,670 |
| T. ROWE PRICE EMERGING MARKERS FUND | AT COST | $513,977 | $1,025,988 |
| T. ROWE PRICE EQUITY INCOME FUND | AT COST | $322,011 | $473,688 |
| T. ROWE PRICE FLOATING RATE FUND | AT COST | $1,800,020 | $1,703,320 |
| T. ROWE PRICE INTERNATIONAL STOCK FUND | AT COST | $647,060 | $959,090 |
| T. ROWE PRICE MID-CAP GROWTH FUND | AT COST | $221,327 | $790,015 |
| T. ROWE PRICE NEW HORIZONS FUND | AT COST | $96,619 | $343,472 |
| T. ROWE PRICE SMALL-CAP VALUE | AT COST | $122,625 | $278,967 |
| TOUCHSTONE SANDS CAPITAL SELECT GROWTH FUND A | AT COST | $189,728 | $477,469 |
| WILLIAM BLAIR INTERNATIONAL GROWTH | AT COST | $609,060 | $1,105,835 |
| DODGE & COX INCOME FUND | AT COST | $3,600,020 | $3,799,712 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,450 | LegalFeesAmt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,550 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $10,730 | $0 | $10,730 |
| OTHER EXPENSES | $2,386 | $373 | $2,013 |
| DIRECTORS & OFFICERS LIABILITY INSURANCE | $28,429 | $7,417 | $21,012 |
| OTHER INSURANCE | $1,379 | $360 | $1,019 |
| DUES AND MEMBERSHIPS | $2,531 | $0 | $2,531 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGHS | Desc |
| Revenue And Expenses Per Books | $1,116,144 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,194,378 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN GRANTS PAYABLE | Desc |
| Amt | $242,500 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $9,499 | BOYBookValueAmt |
| EOY Book Value | $36,978 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $50,983 | Amt |
| Net Investment Income | $50,983 | 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 | $65,584 | $0 | $0 |
| FOREIGN INCOME TAXES | $9,183 | $9,183 | $0 |