2025-11-12T18:30:09-06:00 2024-12-31 251467156 SISTERSON & CO LLP 501 GRANT STREET SUITE 450 PITTSBURGH PA 15219 990PF 2024-01-01 237042752 KATHERINE MABIS MCKENNA FOUNDATION KATH 7245376900 PO BOX 186 LATROBE PA 15650 LINDA M BOXX DIRECTOR 7245376900 2025-11-12 1 0 KIMBERLEY A MILLER P01324554 4122812025 2024 2025-03-06 01:10:19Z X 99292390 X X 1948691 2028892 6059615 39175709 6004370 8008306 8033262 247703 0 247703 57566 0 57566 89595 0 89595 16441 0 16441 370236 370051 185 3416 108303 32787 22843 21980 0 21980 1992 0 1992 10373 25161 10373 924189 431415 468678 4378000 4378000 5302189 431415 4846678 2706117 7601847 76824 95313 95313 1685717 3305895 3305895 91458932 95891182 95891182 93221473 99292390 99292390 0 0 X 93221473 99292390 93221473 99292390 93221473 99292390 93221473 2706117 3364800 99292390 0 99292390 PUBLICLY TRADED SECURITIES P 38494004 33129849 5364155 5364155 BNY MELLON (CGD) P 668710 668710 668710 FLOWTHROUGH FROM PARTNERSHIPS P -41490 -41490 BNY MELLON (CLASS ACTION 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STREET PITTSBURGH PA 15201 PC GENERAL SUPPORT 30000 BOTANICAL SOCIETY OF WESTMORELAND COUNTY 1170 BAILEY FARM ROAD GREENSBURG PA 15601 NC GENERAL SUPPORT 2000 BOY SCOUTS OF AMERICA 2 GARDEN CENTER DRIVE GREENSBURG PA 15601 PC CAPITAL SUPPORT 12150 BUCKNELL UNIVERSITY ONE DENT DRIVE LEWISBURG PA 17837 PC SCHOLARSHIPS 10000 BUCKNELL UNIVERSITY ONE DENT DRIVE LEWISBURG PA 17837 PC INTERNSHIPS 44000 BUSHY RUN BATTLEFIELD PO BOX 468 HARRISON CITY PA 15636 PC GENERAL SUPPORT 10000 CARNEGIE MUSEUMS OF PITTSBURGH 4400 FORBES AVENUE PITTSBURGH PA 15213 PC GENERAL SUPPORT 37500 COMMUNITY CENTER INC OF WEST FAIRFIELD PO BOX 109 NEW FLORENCE PA 15944 PC CAPITAL SUPPORT 15000 FOOD21 OF PENNSYLVANIA 625 ALLEGHENY AVENUE OAKMONT PA 15139 PC GENERAL SUPPORT 95000 FORT LIGONIER ASSOCIATION 216 SOUTH MARKET STREET LIGONIER PA 15658 PC GENERAL SUPPORT 55000 FORT LIGONIER ASSOCIATION 216 SOUTH MARKET STREET LIGONIER PA 15658 PC GENERAL SUPPORT 4000 FORT LIGONIER DAYS INC PO BOX 528 LIGONIER PA 15658 PC GENERAL SUPPORT 6500 GARDEN CLUB OF MCKEESPORT 1400 PIN OAK DRIVE MCKEESPORT PA 15132 PC GENERAL SUPPORT 5000 GIRL SCOUTS OF WESTERN PENNSYLVANIA 503 MARTINDALE ST STE 500 PITTSBURGH PA 15212 PC CAPITAL SUPPORT 17500 GOODWILL INDUSTRIES OF PITTSBURGH ROBERT S FOLTZ BUILDING 118 52ND STREET PITTSBURGH PA 15201 PC GENERAL SUPPORT 5000 GREATER LATROBE PARKS & RECREATION PO BOX 307 LATROBE PA 15650 PC GENERAL SUPPORT 40000 GREATER LATROBE PARKS & RECREATION PO BOX 307 LATROBE PA 15650 PC GENERAL SUPPORT 15000 GREATER LATROBE PARTNERS IN EDUCATION FOUNDATION 1816 LINCOLN AVENUE LATROBE PA 15650 PC GENERAL SUPPORT 10000 GREENSBURG ENGINE COMPANY #6 542 WEST OTTERMAN ST GREENSBURG PA 15601 PC EQUIPMENT 3400 GREENSBURG GARDEN CENTER 951 OLD SALEM ROAD GREENSBURG PA 15601 PC CAPITAL SUPPORT 8350 GREENSBURG GARDEN CENTER 951 OLD SALEM ROAD GREENSBURG PA 15601 PC GENERAL SUPPORT 2500 LATROBE AREA HISTORICAL SOCIETY 416 WELDON ST PO BOX 266 LATROBE PA 15650 PC GENERAL SUPPORT 5000 LATROBE AREA HOSPITAL AID SOCIETY ONE MELLON WAY LATROBE PA 15650 PC GENERAL SUPPORT 1000 LATROBE ART CENTER 819 LIGONIER STREET LATROBE PA 15650 PC CAPITAL SUPPORT 35000 LATROBE COMMUNITY REVITALIZATION PROGRAM INC 816 LIGONIER ST STE 409 LATROBE PA 15650 PC GENERAL SUPPORT 93000 LATROBE COMMUNITY REVITALIZATION PROGRAM INC 816 LIGONIER ST STE 409 LATROBE PA 15650 PC CAPITAL SUPPORT 80000 LATROBE COMMUNITY REVITALIZATION PROGRAM INC 816 LIGONIER ST STE 409 LATROBE PA 15650 PC GENERAL SUPPORT 103500 LATROBE COMMUNITY REVITALIZATION PROGRAM INC 816 LIGONIER ST STE 409 LATROBE PA 15650 PC GENERAL SUPPORT 20000 LATROBE COMMUNITY REVITALIZATION PROGRAM INC 816 LIGONIER ST STE 409 LATROBE PA 15650 PC PROPERTY ACQUISITION 40000 LATROBE FOUNDATION PO BOX 110 LATROBE PA 15650 PC PROGRAM SUPPORT 10000 LATROBE VOLUNTEER FIRE DEPARTMENT PO BOX 172 LATROBE PA 15650 NC GENERAL SUPPORT 5000 LATROBE VOLUNTEER FIRE DEPARTMENT PO BOX 172 LATROBE PA 15650 NC GENERAL SUPPORT 5000 LAUREL FAITH IN ACTIONLAUREL AREA 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LISBURN ROAD SUITE 102 CAMP HILL PA 17011 PC CAPITAL SUPPORT 91400 REDEVELOPMENT AUTHORITY OF WESTMORELAND COUNTY 40 N PENNSYLVANIA AVE 5TH FLOOR SUITE 520 GREENSBURG PA 15601 PC GENERAL SUPPORT 6000 REGIONAL TRAIL CORPORATION PO BOX 95 WEST NEWTON PA 15089 PC EQUIPMENT 28500 RIVER CITY BRASS BAND 500 GRANT STREET SUITE 2720 PITTSBURGH PA 15219 PC GENERAL SUPPORT 7500 SETON HILL UNIVERSITY ONE SETON HILL DRIVE GREENSBURG PA 15601 PC CAPITAL SUPPORT 1000000 STAGE RIGHT SCHOOL FOR THE PERFORMING ARTS & PROFESSIONAL THEATER COMPANY 105 W 4TH STREET GREENSBURG PA 15601 PC GENERAL SUPPORT 2500 TOUCHSTONE CENTER FOR CRAFTS 1049 WARTON FURNACE RD FARMINGTON PA 15437 PC GENERAL SUPPORT 10000 UNIVERSITY OF PITTSBURGHUNIVERSITY LIBRARY SYSTEM 245 HILLMAN LIBRARY PITTSBURGH PA 15260 PC GENERAL SUPPORT 15000 WEEDERS & SEEDERS GARDEN CLUB OF LIGONIER 224 EAST MAIN STREET LIGONIER PA 15658 NC LANDSCAPE PROJECT 16500 WESTERN PENNSYLVANIA CONSERVANCY 800 WATERFRONT DRIVE PITTSBURGH PA 15222 PC INTERNSHIPS 25000 WESTERN PENNSYLVANIA CONSERVANCY 800 WATERFRONT DRIVE PITTSBURGH PA 15222 PC GENERAL SUPPORT 150000 WESTMORELAND CHAMBER OF COMMERCE 241 TOLLGATE ROAD GREENSBURG PA 15601 PC GENERAL SUPPORT 10000 WESTMORELAND COUNTY ARTS & HERITAGE FESTIVAL TWIN LAKES ROAD GREENSBURG PA 15601 NC GENERAL SUPPORT 10000 WESTMORELAND COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC 145 PAVILION LANE YOUNGWOOD PA 15697 SO III FI LPN PROGRAM 367500 WESTMORELAND COUNTY DEPARTMENT OF HUMAN SERVICES 2 NORTH MAIN ST SUITE 107 GREENSBURG PA 15601 GOV GENERAL SUPPORT 50000 WESTMORELAND COUNTY FOOD BANK 100 DEVONSHIRE DRIVE DELMONT PA 15626 PC GENERAL SUPPORT 10000 WESTMORELAND CULTURAL TRUST 102 N MAIN ST STE 232 GREENSBURG PA 15601 PC GENERAL SUPPORT 120000 WESTMORELAND CULTURAL TRUST 102 N MAIN ST STE 232 GREENSBURG PA 15601 PC CAPITAL SUPPORT 75000 WESTMORELAND CULTURAL TRUST 102 N MAIN ST STE 232 GREENSBURG PA 15601 PC CAPITAL SUPPORT 361000 WESTMORELAND LAND TRUST 218 DONOHOE ROAD GREENSBURG PA 15601 PC PROPERTY ACQUISITION 260000 WESTMORELAND MUSEUM OF AMERICAN ART 221 NORTH MAIN STREET GREENSBURG PA 15601 PC GENERAL SUPPORT 115000 WESTMORELAND MUSEUM OF AMERICAN ART 221 NORTH MAIN STREET GREENSBURG PA 15601 PC GENERAL SUPPORT 10000 WESTMORELAND SYMPHONY ORCHESTRA 951 OLD SALEM ROAD GREENSBURG PA 15601 PC GENERAL SUPPORT 20000 4378000 0 14 1948691 18 6059615 0 8008306 0 8008306 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16441 0 16441 NONE 0 TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION FORM 990-PF PART VII, LINE 1 COLUMN (B) BNY MELLON SERVES AS CORPORATE TRUSTEE AND ALSO PROVIDES INVESTMENT MANAGEMENT SERVICES. BNY MELLON RECEIVES NO COMPENSATION FOR CORPORATE TRUSTEE SERVICES AND RECEIVES $267,591 TO PROVIDE INVESTMENT MANAGEMENT SERVICES. BNY MELLON - TAXABLE INDIVIDUAL SECURITIES FMV 15549975 15549975 BNY MELLON - TAXABLE POOLED VEHICLE FMV 514055 514055 BNY MELLON - HIGH YIELD POOLED VEHICLE FMV 2097376 2097376 BNY MELLON - EMERGING MARKETS POOLED VEHICLE FMV 717113 717113 BNY MELLON - U.S. LARGE CAP FMV 53514756 53514756 BNY MELLON - U.S. MID CAP FMV 5652399 5652399 BNY MELLON - U.S. SMALL CAP FMV 2799463 2799463 BNY MELLON - DEVELOPED INTERNATIONAL FMV 9762889 9762889 BNY MELLON - EMERGING MARKETS FMV 3759165 3759165 BNY MELLON - MISC OTHER FMV 25520 25520 BNY MELLON - ALTERNATIVE INVESTMENTS FMV 1490971 1490971 FOREVER, INC. COMMON STOCK FMV 7500 7500 CLEANING SERVICE 1115 0 1115 EQUIPMENT 1028 0 1028 MAINTENANCE CONTRACTS 210 0 210 DUES/PERIODICALS 373 0 373 OFFICE INSURANCE 1909 0 1909 TELEPHONE/INTERNET 2948 0 2948 POSTAGE 385 0 385 SUPPLIES 658 0 658 MISCELLANEOUS 1351 0 1351 PARTNERSHIP EXPENSE 0 25161 0 GIFTS 50 0 50 LEASE 20 0 20 ADR FEES 326 0 326 UNREALIZED GAIN ON INVESTMENTS 3364800 INVESTMENT FEES 370051 370051 0 GOVERNMENT FEES 185 0 185 EXCISE TAXES 81000 0 0 PAYROLL TAXES 22843 0 22843 FOREIGN TAXES 4460 32787 0