Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
ETHEL W CRAWLEY MEMORIAL EDUC FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

56-6534286
B Telephone number (see instructions)

(919) 716-9314
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,174,317
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 58,734 58,682  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,529
b Gross sales price for all assets on line 6a 187,024
7 Capital gain net income (from Part IV, line 2)... 27,529
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 86,263 86,211  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 37,435 18,717   18,717
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 6,798     6,798
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 5,337 3,144   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 268 268    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,838 22,129 0 25,515
25 Contributions, gifts, grants paid....... 121,091 121,091
26 Total expenses and disbursements. Add lines 24 and 25 170,929 22,129 0 146,606
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -84,666
b Net investment income (if negative, enter -0-) 64,082
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 40,079 156,681 156,681
2 Savings and temporary cash investments......... 110,262 99,482 99,482
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 555,078 Click to see attachment498,926 888,478
c Investments—corporate bonds (attach schedule)....... 1,007,632 Click to see attachment515,595 515,294
11 Investments—land, buildings, and equipment: basis bullet63,770
Less: accumulated depreciation (attach schedule) bullet   63,770 63,770 276,100
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 518,431 Click to see attachment907,302 1,238,255
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5 Click to see attachment5 Click to see attachment27
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,295,257 2,241,761 3,174,317
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,295,257 2,241,761
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,295,257 2,241,761
30 Total liabilities and net assets/fund balances (see instructions). 2,295,257 2,241,761
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,295,257
2
Enter amount from Part I, line 27a .....................
2
-84,666
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
33,394
4
Add lines 1, 2, and 3 ..........................
4
2,243,985
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,224
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,241,761
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 60. AVIVA PLC SPONS ADR   2017-01-11 2021-01-05
b 45. AVIVA PLC SPONS ADR   2020-06-15 2021-01-05
c 5. JOHNSON MATTHEY PLC SPONS ADR   2019-07-17 2021-01-05
d 29. MICRO FOCUS INTL PLC SPONS ADR     2021-01-05
e 5. RELX PLC SPONS ADR   2019-03-18 2021-01-05
21. RELX PLC SPONS ADR   2020-03-26 2021-01-05
20. RENAULT SA UNSPONS ADR   2020-07-23 2021-01-05
210.91 FEDERATED HERMES MDT SM CAP GR   2020-03-26 2021-01-06
523.11 FEDERATED HERMES MDT SM CAP GR     2021-01-06
14. CHINA MOBILE HONG KONG LTD     2021-01-08
. LONG-TERM SALES PROCEEDS     2021-01-25
10. VARIAN MED SYS INC   2017-01-11 2021-04-15
5. VARIAN MED SYS INC   2020-07-23 2021-04-15
.5 ORGANON & CO   2017-01-11 2021-06-24
969.932 METROPOLITAN WEST T/R BD-PLN   2020-07-23 2021-07-13
77. ALIBABA GROUP HLDG LTD     2021-10-08
20. AMGEN INCORPORATED   2020-07-23 2021-10-08
55. BOEING COMPANY     2021-10-08
74. CERNER CORP     2021-10-08
50. CHEVRON TEXACO CORP COMMON   2020-07-23 2021-10-08
61. COLGATE PALMOLIVE COMPANY     2021-10-08
1910.221 DOUBLELINE TTL RTRN BND-R6     2021-10-08
15. ECOLABS INC   2020-07-23 2021-10-08
30. FIDELITY NATL INFORMATION SERVICES   2020-07-23 2021-10-08
977.517 METROPOLITAN WEST T/R BD-PLN   2020-07-23 2021-10-08
877.963 NEUBERGER BERMAN STRAT INC-I   2020-07-23 2021-10-08
925.926 PIMCO PIMS FOREIGN BOND FUND   2020-07-23 2021-10-08
690.131 PGIM INVESTMENTS TTL RETURN BOND R6     2021-10-08
.25 JACKSON FINANCIAL INC CL A   2021-09-17 2021-10-14
.4863 XP INC CL A   2021-10-08 2021-10-21
1956.947 METROPOLITAN WEST T/R BD-PLN   2020-07-23 2021-12-08
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 537   696 -159
b 403   318 85
c 350   406 -56
d 165   496 -331
e 125   111 14
524   437 87
180   117 63
7,011   3,832 3,179
17,388   10,945 6,443
381   651 -270
9     9
1,775   797 978
888   643 245
15   15  
10,000   10,650 -650
12,474   11,013 1,461
4,185   5,057 -872
12,487   10,076 2,411
5,270   4,177 1,093
5,418   4,521 897
4,621   4,104 517
20,000   20,733 -733
3,232   3,139 93
3,609   4,341 -732
10,000   10,733 -733
10,000   9,701 299
10,000   10,093 -93
10,000   10,179 -179
7   7  
17   20 -3
20,000   21,487 -1,487
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
      15,953
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -159
b       85
c       -56
d       -331
e       14
      87
      63
      3,179
      6,443
      -270
      9
      978
      245
       
      -650
      1,461
      -872
      2,411
      1,093
      897
      517
      -733
      93
      -732
      -733
      299
      -93
      -179
       
      -3
      -1,487
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 27,529
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 891
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 891
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,840
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,840
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 949
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet892 RefundedBullet 11 57
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTRUIST BANK Telephone no.bullet (919) 716-9314

    Located atbulletPO BOX 919798ORLANDOFL ZIP+4bullet328919798
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    TRUIST BANK TRUSTEE
    12
    37,435    
    PO BOX 919798
    ORLANDO,FL328919798
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,643,348
    b
    Average of monthly cash balances.......................
    1b
    175,183
    c
    Fair market value of all other assets (see instructions)................
    1c
    276,127
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,094,658
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,094,658
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    46,420
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,048,238
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    152,412
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    152,412
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    891
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    891
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    151,521
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    151,521
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    151,521
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 151,521
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 135,107
    b From 2017...... 130,739
    c From 2018...... 0
    d From 2019...... 21,965
    e From 2020...... 83,008
    f Total of lines 3a through e ........ 370,819
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 146,606
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 146,606
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 4,915 4,915
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 365,904
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    130,192
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    235,712
    10 Analysis of line 9:
    a Excess from 2017.... 130,739
    b Excess from 2018.... 0
    c Excess from 2019.... 21,965
    d Excess from 2020.... 83,008
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MICHELLE MCNAMARA
    434 FAYETTEVILLE ST
    RALEIGH,NC27601
    (919) 716-9314
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MAY BE OBTAINED FROM LOCAL HIGH SCHOOL OR ACADEMY OFFICES LOCATED IN HALIFAX COUNTY, NC. MUST PROVIDE COPIES OF PARENTS' W-2 FORM FOR PROOF OF NEED.
    cAny submission deadlines:
    APPLICATION MUST BE SUBMTTED BY MARCH 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SCHOLARSHIPS AWARDED TO INDIVIDUALS DOMICILED IN HALIFAX COUNTY, NC FOR AT LEAST TWO YEARS PRIOR TO GRADUATION. MUST HAVE DISTINGUISHED SCHOLASTICS AND NEED FOR ASSISTANCE.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    NAUTIKA NORTHINGTON
    E 5TH ST
    GREENVILLE,NC27858
    NONE I SCHOLARSHIP 395
    JALEN MILLS
    CB 2200 JACKSON HALL
    CHAPEL HILL,NC27599
    NONE I COLLEGE SCHOLARSHIP 17,800
    FRANCHESCA YATES
    287 RIVERS ST
    BOONE,NC28608
    NONE I SCHOLARSHIP 7,187
    TIPHANY WATSON
    1400 SPRING GARDEN ST
    GREENSBORO,NC27412
    NONE I SCHOLARSHIP 21,831
    ALISON CHAU
    CB 2200 JACKSON HALL
    CHAPEL HILL,NC275992200
    NONE I COLLEGE SCHOLARSHIP 8,909
    DENNIS CARTER
    1601 E MARKET ST
    GREENSBORO,NC27411
    NONE I COLLEGE SCHOLARSHIP 10,895
    KAYRISMA HARRISON
    3400 N WESLEYAN BLVD
    ROCKY MOUNT,NC27804
    NONE I COLLEGE SCHOLARSHIP 13,430
    SEMAJ SMITH
    C/O UNC WILMINGTON
    601 S COLLEGE RD
    WILMINGTON,NC28403
    NONE I COLLEGE SCHOLARSHIP 305
    EMILI EDWARDS
    C/O EAST CAROLINA UNIVERSITY
    EAST FIFTH STREET
    GREENVILLE,NC27858
    NONE I COLLEGE SCHOLARSHIP 12,160
    BENJIMAN MILLS CO UNCCHAPEL HILL
    CB 2200 JACKSON HALL
    CHAPEL HILL,NC27599
    NONE I COLLEGE SCHOLARSHIP 11,388
    RODNEY SEARS
    1601 E MARKET ST
    GREENSBORO,NC27411
    NONE I COLLEGE SCHOLARSHIP 3,356
    KAITLYN MOSELEY
    C/O CAMPBELL UNIVERSITY
    143 MAIN ST
    BUIES CREEK,NC27506
    NONE I COLLEGE SCHOLARSHIP 13,435
    Total .................................bullet 3a 121,091
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 27,529  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   86,263  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    86,263
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ETHEL W CRAWLEY MEMORIAL EDUC FUND
    EIN:
    56-6534286
    Name of Bond End of Year Book Value End of Year Fair Market Value
    258620103 DOUBLELINE TOTAL RET    
    64128K751 NEUBERGER BERMAN STR    
    74440B884 PGIM INVESTMENTS TTL 159,702 160,136
    85918D624 STERLING CAPITAL TOT    
    592905764 METROPOLITAN WEST TO 142,585 145,835
    693391104 PIMCO REAL RETURN FU    
    693390882 PIMCO FOREIGN BOND F 36,593 36,649
    258620566 DOUBLELINE TOTAL RET 176,715 172,674

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ETHEL W CRAWLEY MEMORIAL EDUC FUND
    EIN:
    56-6534286
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00724F101 ADOBE INC 4,322 5,671
    020002101 ALLSTATE CORP 3,308 4,118
    02079K107 ALPHABET INC CL C 9,047 26,042
    02079K305 ALPHABET INC CL A 11,298 26,073
    023135106 AMAZON.COM INC 22,903 40,012
    031162100 AMGEN INC COMMON    
    037833100 APPLE INC 16,684 31,963
    038222105 APPLIED MATERIALS IN 3,491 8,655
    04621X108 ASSURANT INC 3,217 4,676
    052769106 AUTODESK INC 5,741 16,871
    053015103 AUTOMATIC DATA PROCE 1,938 3,945
    060505104 BANK OF AMERICA CORP 5,489 10,010
    084670702 BERKSHIRE HATHAWAY I 4,806 7,475
    097023105 THE BOEING COMPANY C    
    101137107 BOSTON SCIENTIFIC CO 4,233 4,673
    14040H105 CAPITAL ONE FINANCIA 2,950 6,529
    14149Y108 CARDINAL HEALTH INC 2,833 2,575
    142339100 CARLISLE COS INC 2,989 6,203
    156782104 CERNER CORP COMMON    
    166764100 CHEVRON CORP COMMON    
    17275R102 CISCO SYSTEMS INC 8,910 14,195
    174610105 CITIZENS FINANCIAL G 2,844 5,198
    194162103 COLGATE PALMOLIVE CO    
    20030N101 COMCAST CORP-CL A 3,819 4,530
    22052L104 CORTEVA INC 2,132 3,546
    22160K105 COSTCO WHOLESALE COR 6,515 11,354
    22822V101 CROWN CASTLE INTL CO    
    244199105 DEERE & CO 6,318 16,459
    253868103 DIGITAL REALTY TRUST    
    254687106 DISNEY WALT CO NEW 9,905 13,166
    260557103 DOW INC 1,907 2,552
    26614N102 DUPONT DE NEMOURS IN 1,096 1,616
    278865100 ECOLAB INC COMMON    
    291011104 EMERSON ELEC CO 1,921 2,789
    302130109 EXPEDITORS INTL WASH 5,171 11,280
    30303M102 META PLATFORMS INC C 15,313 29,935
    303075105 FACTSET RESEARCH SYS 3,918 8,262
    31620M106 FIDELITY NATL INFO S    
    437076102 HOME DEPOT INC 6,270 13,280
    438516106 HONEYWELL INTERNATIO 2,308 4,170
    452327109 ILLUMINA INC 5,371 5,707
    45337C102 INCYTE CORPORATION 2,051 1,468
    45687V106 INGERSOLL-RAND INC 788 1,547
    46120E602 INTUITIVE SURGICAL I 6,156 10,779
    478160104 JOHNSON & JOHNSON 2,619 4,448
    499049104 KNIGHT-SWIFT TRANSN 3,177 4,266
    57636Q104 MASTERCARD INC CL A 4,647 5,390
    58933Y105 MERCK & CO INC 3,731 4,982
    594918104 MICROSOFT CORP 25,355 64,573
    61174X109 MONSTER BEVERAGE COR 7,228 12,965
    65339F101 NEXTERA ENERGY INC 6,991 9,336
    654106103 NIKE INC-CLASS B 4,903 8,334
    67066G104 NVIDIA CORP 12,618 52,940
    68389X105 ORACLE CORPORATION 9,210 18,314
    693475105 PNC FINL SVCS GROUP 4,282 8,021
    742718109 PROCTER & GAMBLE CO 4,423 5,725
    747525103 QUALCOMM INC 4,714 12,435
    74762E102 QUANTA SERVICES INC 2,265 6,306
    75513E101 RAYTHEON TECHNOLOGIE 2,850 3,873
    75886F107 REGENERON PHARMACEUT 8,569 12,630
    784117103 SEI INVESTMENTS COMP 4,813 5,667
    79466L302 SALESFORCE COM INC 13,475 19,822
    855244109 STARBUCKS CORP 3,688 7,603
    883556102 THERMO FISHER SCIENT 6,161 10,009
    892356106 TRACTOR SUPPLY CO 4,358 7,158
    907818108 UNION PAC CORP 6,095 8,818
    91324P102 UNITEDHEALTH GROUP I 7,600 12,554
    92220P105 VARIAN MED SYS INC C    
    92343V104 VERIZON COMMUNICATIO 3,147 3,481
    92826C839 VISA INC CL A 17,751 27,522
    931142103 WALMART INC 6,572 7,235
    98138H101 WORKDAY INC-CLASS A 3,631 6,283
    983919101 XILINX INC 3,067 6,361
    988498101 YUM! BRANDS INC 2,985 5,693
    98850P109 YUM CHINA HOLDINGS I 1,876 2,841
    000375204 ABB LTD SPONSORED 1,412 2,672
    001317205 AIA GROUP LTD 1,269 1,653
    00687A107 ADIDAS AG SPONSORED 552 720
    00783V104 ADYEN NV UNSPONSORED 798 2,421
    009126202 L'AIR LIQUIDE UNSPON 409 593
    009279100 AIRBUS SE UNSPONSORE 672 1,117
    010199503 AKZO NOBEL NV SPONSO 710 1,139
    015393101 ALFA LAVAL AB UNSPON 344 847
    01609W102 ALIBABA GROUP HOLDIN    
    018820100 ALLIANZ SE UNSPONSOR 1,648 2,101
    02263T104 AMADEUS IT GROUP SA 757 677
    02319V103 AMBEV SA SPONSORED 527 608
    03938L203 ARCELORMITTAL SA SPO 265 796
    046353108 ASTRAZENECA PLC SPON 284 583
    049255706 ATLAS COPCO AB SPONS 1,029 2,357
    05382A104 AVIVA PLC    
    055262505 BASF SE SPONSORED 2,258 2,279
    055622104 BP PLC 1,122 852
    05565A202 BNP PARIBAS SPONSORE 1,163 1,740
    056752108 BAIDU INC 1,243 1,488
    05845R306 BALFOUR BEATTY PLC S 219 238
    05946K101 BANCO BILBAO VIZCAYA 2,243 2,078
    06738E204 BARCLAYS PLC SPONSOR 1,370 1,967
    072730302 BAYER AG SPONSORED 672 530
    110448107 BRITISH AMERN TOB PL 1,900 1,309
    12803K109 CAIXABANK UNSPONSORE 502 606
    136375102 CANADIAN NATIONAL RA 312 491
    144430204 CARREFOUR SA SPONSOR 765 732
    16941M109 CHINA MOBILE HK LTD    
    171269103 CHUGAI PHARMACEUTICA 782 753
    204319107 CIE FINANCIERE RICH 1,067 2,467
    20449X401 COMPASS GROUP PLC SP 625 1,038
    23304Y100 DBS GROUP HLDGS LTD 908 1,655
    23636T100 DANONE SPONSORED 578 558
    237545108 DASSAULT SYS S A SPO 701 2,387
    25157Y202 DEUTSCHE POST AG SPO 916 1,922
    25243Q205 DIAGEO PLC SPONSORED 525 881
    29265W207 ENEL SPA UNSPONSORED 373 358
    29429L105 EPIROC AKTIEBOLAG UN 438 1,110
    307305102 FANUC CORP UNSPONSOR 1,114 2,299
    344419106 FOMENTO ECONOMICO ME 685 699
    35952Q106 FUCHS PETROLUB SE AD 225 258
    40052P107 GRUPO FINANCIERO BAN 319 487
    40415F101 HDFC BANK LTD SPONSO 461 651
    45104G104 ICICI BANK LTD SPONS 420 1,049
    45662N103 INFINEON TECHNOLOGIE 2,282 6,072
    459348108 INTL CONSOLIDATED AI 335 191
    465562106 ITAU UNIBANCO HOLDIN 736 566
    479142507 JOHNSON MATTHEY PLC    
    500458401 KOMATSU LTD SPONSORE 801 1,005
    501173207 KUBOTA SPONSORED 710 1,229
    502117203 L'OREAL CO UNSPONSOR 929 2,195
    54338V101 LONZA GROUP AG UNSPO 803 2,004
    594837403 MICRO FOCUS INTL-SPN    
    626425102 MURATA MFG CO LTD UN 652 1,057
    641069406 NESTLE SA SPONSORED 704 1,404
    65479L108 NITORI HOLDINGS CO L 399 461
    66987V109 NOVARTIS AG SPONSORE 7,622 8,747
    670100205 NOVO NORDISK AS SPON 2,319 5,376
    670108109 NOVOZYMES A/S UNSPON 481 831
    69343P105 LUKOIL PJSC SPONSORE 755 898
    72341E304 PING AN INSURANCE SP 693 459
    74435K204 PRUDENTIAL PLC SPONS 963 861
    74975E303 RWE AKTIENGESELLSCHA 155 245
    759530108 RELX PLC - SPON ADR    
    759673403 RENAULT SA -UNSP ADR    
    767204100 RIO TINTO PLC SPONSO 755 937
    771195104 ROCHE HOLDING LTD SP 8,701 14,008
    775781206 ROLLS-ROYCE HOLDINGS 3,406 491
    780259107 ROYAL DUTCH SHELL PL 883 867
    783513203 RYANAIR HOLDINGS PLC 870 1,433
    80007R105 SANDS CHINA LTD UNSP 195 115
    80105N105 SANOFI SPONSORED 504 501
    803054204 SAP SE SPONSORED 1,841 2,382
    806857108 SCHLUMBERGER LTD 5,659 3,175
    80687P106 SCHNEIDER ELECTRIC U 917 1,764
    818800104 SGS SA UNSPONSORED 423 575
    824667109 SHIONOGI & CO LTD UN 407 583
    826197501 SIEMENS AG SPONSORED 1,236 2,165
    83569C102 SONOVA HOLDING AG UN 282 1,021
    86562M209 SUMITOMO MITSUI FINL 920 815
    870195104 SWEDBANK AB SPONSORE 239 302
    87155N109 SYMRISE AG UNSPONSOR 580 1,038
    87184P109 SYSMEX CORP UNSPONSO 429 1,152
    874039100 TAIWAN SEMICONDUCTOR 1,077 4,211
    874060205 TAKEDA PHARMACEUTICA 1,370 1,022
    88032Q109 TENCENT HLDGS LTD UN 1,093 1,224
    89151E109 TOTAL SE SPONSORED 1,103 989
    90460M204 UNICHARM CORPORATION 880 1,147
    904678406 UNICREDIT SPA UNSPON 2,274 2,941
    904767704 UNILEVER PLC SPONSOR 658 699
    919134304 VALEO SA-SPONSORED 205 228
    927320101 VINCI SA UNSPONSORED 488 631
    92857W308 VODAFONE GROUP PLC 1,195 896
    928662600 VOLKSWAGEN AG UNSPON 2,143 3,942
    928854108 VOLVO AB B SHS UNSPO 438 693
    G25839104 COCA-COLA EUROPACIFI 195 336
    G5494J103 LINDE PLC 1,352 2,771
    G6564A105 NOMAD FOODS LTD 3,382 3,935
    G8994E103 TRANE TECHNOLOGIES P 3,163 6,061
    H01301128 ALCON INC 571 871
    M22465104 CHECK POINT SOFTWARE 274 1,166
    N97284108 YANDEX N V SHS CLASS 497 968
    456837103 ING GROEP NV SPONSOR 1,317 2,436
    46817M107 JACKSON FINANCIAL IN 27 42
    68622V106 ORGANON & CO 169 183
    G98239109 XP INC CL A 124 86

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ETHEL W CRAWLEY MEMORIAL EDUC FUND
    EIN:
    56-6534286
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    31421R619 FEDERATED MDT SMALL      
    89154X526 TOUCHSTONE MID CAP G AT COST 48,066 62,880
    89155H389 TOUCHSTONE MID CAP V AT COST 53,175 77,489
    922908710 VANGUARD 500 INDEX F AT COST 219,026 435,295
    92828N668 VIRTUS KAR SMALL CAP AT COST 14,194 26,386
    00143W859 INVESCO DEVELOPING M AT COST 43,075 57,897
    52106N889 LAZARD EMERGING MARK AT COST 55,463 64,134
    921943809 VANGUARD DEVELOPED M AT COST 70,652 95,622
    22822V101 CROWN CASTLE INTERNA AT COST 2,295 4,801
    253868103 DIGITAL REALTY TRUST AT COST 2,898 3,537
    64128K751 NEUBERGER BERMAN STR AT COST 163,936 166,605
    693391104 PIMCO REAL RETURN FU AT COST 45,166 48,474
    85918D624 STERLING CAPITAL TOT AT COST 189,356 195,135

    TY 2021 OtherAssetsSchedule
    Name:
    ETHEL W CRAWLEY MEMORIAL EDUC FUND
    EIN:
    56-6534286
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DS0002159 FLUE CURED TOB. COOP 5 5 27


    TY 2021 OtherDecreasesSchedule
    Name:
    ETHEL W CRAWLEY MEMORIAL EDUC FUND
    EIN:
    56-6534286
    Description Amount
    2021 TRANSACTIONS POSTED IN 2022 2,224


    TY 2021 OtherExpensesSchedule
    Name:
    ETHEL W CRAWLEY MEMORIAL EDUC FUND
    EIN:
    56-6534286
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 116 116   0
    REAL ESTATE EXPENSE ON NON-REN 152 152   0


    TY 2021 OtherIncreasesSchedule
    Name:
    ETHEL W CRAWLEY MEMORIAL EDUC FUND
    EIN:
    56-6534286
    Description Amount
    COST BASIS ADJUSTMENT 177
    2020 TRANSACTIONS POSTED IN 2021 2,387
    MUTUAL FUND EARNINGS 16
    DEPOSIT FOR ALLEN GASTON FDN 30,800
    ROUNDING 14


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ETHEL W CRAWLEY MEMORIAL EDUC FUND
    EIN:
    56-6534286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 6,798     6,798


    TY 2021 TaxesSchedule
    Name:
    ETHEL W CRAWLEY MEMORIAL EDUC FUND
    EIN:
    56-6534286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 495 495   0
    REAL ESTATE TAX ON NON-RENTAL 1,778 1,778   0
    FEDERAL TAX PAYMENT - PRIOR YE 931 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,262 0   0
    FOREIGN TAXES ON QUALIFIED FOR 812 812   0
    FOREIGN TAXES ON NONQUALIFIED 59 59   0