Nonprofit · EIN 25-1356145
R K MELLON FAMILY FOUNDATION
Tax-exempt · LIGONIER, PA 15658
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,759,128 | $3,536,432 | $1,222,696 | $37,163,864 | $964,345 | $36,199,519 |
| December 31, 2023 | 990-PF | $3,438,969 | $3,201,786 | $237,183 | $35,706,514 | $729,691 | $34,976,823 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,231,976
- Interest
- $244,092
- Net gain from sales of assets
- $2,633,994
- Other income
- $649,066
Expenses
- Grants and similar amounts paid
- $2,844,000
- Compensation of officers, directors and key employees
- $158,892
- Salaries, compensation and benefits (total)
- $124,564
- Disbursements for charitable purposes
- $3,092,545
- Excise tax on investment income
- $58,089
Balance sheet and other
- Total assets, start of year
- $35,706,514
- Total assets, end of year
- $37,163,864
- Total liabilities, end of year
- $964,345
- Net assets, end of year
- $36,199,519
- Fair market value of assets
- $62,584,306
- Qualifying distributions
- $3,092,545
- Net investment income
- $4,434,933
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS L SISSON PO BOX 690, LIGONIER, PA 15658 | TRUSTEE/VP/TREASURER | 2 | $71,161 | $14,385 |
| BROOK S NOEL PO BOX 945, LIGONIER, PA 15658 | EXECUTIVE ASSISTANT Highest-paid employee | 20 | $58,333 | $36,435 |
| SAM REIMAN PO BOX 690, LIGONIER, PA 15658 | TRUSTEE/DIRECTOR | 2 | $45,358 | $9,034 |
| PAUL A HANNAH PO BOX 690, LIGONIER, PA 15658 | TRUSTEE/CONTROLLER | 2 | $42,372 | $15,819 |
| RICHARD A MELLON PO BOX 690, LIGONIER, PA 15658 | TRUSTEE/CHAIRMAN/CEO | 1 | $0 | $0 |
| CATHARINE MELLON CATHEY PO BOX 690, LIGONIER, PA 15658 | TRUSTEE/PRESIDENT | 1 | $0 | $0 |
| EDWARD J MORGAN PO BOX 690, LIGONIER, PA 15658 | TRUSTEE/ASSISTANT TREASURER | 1 | $0 | $0 |
| BRIAN J HILL PO BOX 690, LIGONIER, PA 15658 | SECRETARY | 1 | $0 | $0 |
| ALISON M BYERS PSYD PO BOX 690, LIGONIER, PA 15658 | TRUSTEE | 1 | $0 | $0 |
| W RUSSELL G BYERS JR PO BOX 690, LIGONIER, PA 15658 | TRUSTEE | 1 | $0 | $0 |
| BRUCE KING MELLON HENDERSON PO BOX 690, LIGONIER, PA 15658 | TRUSTEE | 1 | $0 | $0 |
| CONSTANCE ELIZABETH MELLON KAPP PO BOX 690, LIGONIER, PA 15658 | TRUSTEE | 1 | $0 | $0 |
| ARMOUR N MELLON PO BOX 690, LIGONIER, PA 15658 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS L SISSON PO BOX 690, LIGONIER, PA 15658 | TRUSTEE/ VP/ TREASURER | 2 | $66,452 | $13,960 |
| BROOK S NOEL PO BOX 945, LIGONIER, PA 15658 | EXECUTIVE ASSISTANT Highest-paid employee | 20 | $55,264 | $37,227 |
| JOHN J TURCIK PO BOX 690, LIGONIER, PA 15658 | TRUSTEE/CONTROLLER (THRU 6/30/2023) | 2 | $52,881 | $16,857 |
| SAM REIMAN PO BOX 690, LIGONIER, PA 15658 | TRUSTEE/DIRECTOR | 2 | $41,827 | $8,754 |
| PAUL A HANNAH PO BOX 690, LIGONIER, PA 15658 | TR/SEC (THRU 6/23) CNTRLLR (FROM 7/23) | 2 | $35,376 | $13,686 |
| W RUSSELL G BYERS JR PO BOX 690, LIGONIER, PA 15658 | TRUSTEE | 1 | $0 | $0 |
| CATHARINE MELLON CATHEY PO BOX 690, LIGONIER, PA 15658 | TRUSTEE/PRESIDENT | 1 | $0 | $0 |
| RICHARD A MELLON PO BOX 690, LIGONIER, PA 15658 | TRUSTEE / CHAIRMAN / CEO | 1 | $0 | $0 |
| BRUCE KING MELLON HENDERSON PO BOX 690, LIGONIER, PA 15658 | TRUSTEE | 1 | $0 | $0 |
| CONSTANCE ELIZABETH MELLON KAPP PO BOX 690, LIGONIER, PA 15658 | TRUSTEE | 1 | $0 | $0 |
| ALISON M BYERS PSYD PO BOX 690, LIGONIER, PA 15658 | TRUSTEE | 1 | $0 | $0 |
| ARMOUR N MELLON PO BOX 690, LIGONIER, PA 15658 | TRUSTEE | 1 | $0 | $0 |
| BRIAN J HILL PO BOX 690, LIGONIER, PA 15658 | SECRETARY (FROM 7/1/2023) | 1 | $0 | $0 |
| EDWARD J MORGAN PO BOX 690, LIGONIER, PA 15658 | TRUSTEE (FROM 7/1/2023) /ASSISTANT TRE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 945, LIGONIER, PA 15658-0945
- Signed the 990-PF
- PAUL HANNAH, TRUSTEE / CONTROLLER
- Phone
- (724) 238-1820
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-1356145
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $37,163,864
- Income (IRS master file)
- $6,755,350
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,759,128 | $3,536,432 | $37,163,864 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,438,969 | $3,201,786 | $35,706,514 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1356145).
Questions about R K MELLON FAMILY FOUNDATION
- What is the EIN of R K MELLON FAMILY FOUNDATION?
- The employer identification number (EIN) of R K MELLON FAMILY FOUNDATION is 25-1356145.
- Is R K MELLON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to R K MELLON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does R K MELLON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of R K MELLON FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did R K MELLON FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of R K MELLON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 4 received compensation from the organization, the highest $71,161 (DOUGLAS L SISSON, TRUSTEE/VP/TREASURER).
- How much revenue does R K MELLON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,759,128, expenses of $3,536,432 and total assets of $37,163,864 at year end.
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