Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ER CRAWFORD ESTATE TRUST FUND A
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 487
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MCKEESPORT, PA15134
A Employer identification number

25-6031554
B Telephone number (see instructions)

(412) 297-4972
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,902,756
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 right arrow.............
3 Interest on savings and temporary cash investments 12,339 12,339  
4 Dividends and interest from securities... 312,546 312,546  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 721,069
b Gross sales price for all assets on line 6a 1,862,789
7 Capital gain net income (from Part IV, line 2)... 721,069
8 Net short-term capital gain.........  
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........ 1,045,954 1,045,954  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,481 9,620   28,861
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 12,021 4,150   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 78,892 19,723   59,169
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 129,394 33,493   88,030
25 Contributions, gifts, grants paid....... 426,600 426,600
26 Total expenses and disbursements. Add lines 24 and 25 555,994 33,493   514,630
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 489,960
b Net investment income (if negative, enter -0-) 1,012,461
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 98,917 304,198 304,198
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 6,036,303 Click to see attachment
List of Attached Documents:
// Content
7,300,540
9,598,558
c Investments—corporate bonds (attach schedule)....... 979,558 0 0
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,114,778 7,604,738 9,902,756
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,397,162 6,397,162
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 717,616 1,207,576
29 Total net assets or fund balances (see instructions)..... 7,114,778 7,604,738
30 Total liabilities and net assets/fund balances (see instructions). 7,114,778 7,604,738
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
7,114,778
2
Enter amount from Part I, line 27a .....................
2
489,960
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,604,738
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,604,738
Form 990-PF (2023)
Form 990-PF (2023)
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 LPL FINANCIAL ACCT. 8283   2023-06-21 2023-12-31
b LPL FINANCIAL ACCT. 8283     2023-12-31
c LPL FINANCIAL ACCT. 8283 - NONCOVERED     2023-12-31
d CAPITAL GAINS DIVIDENDS P    
e
(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 14,988   14,009 979
b 554,978   273,107 281,871
c 1,287,371   854,604 432,767
d 5,452     5,452
e
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       979
b       281,871
c       432,767
d       5,452
e
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 2 721,069
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  
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 right arrow 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) 1 14,073
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 14,073
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 14,073
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,700
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.......right arrow 9 4,373
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowPA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowMICHELLE HRIZO Telephone no.right arrow (412) 297-4972

Located atright arrowPO BOX 487MCKEESPORTPA ZIP+4right arrow15134
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
REBECCA SHAW MCHOLME TRUSTEE
2.50
12,827 0 0
2120 LAWNVIEW DRIVE
MCKEESPORT,PA15135
JAMES R BOUGHNER TRUSTEE UNTIL 11/20/23
2.50
12,827 0 0
36 COLONIAL DRIVE
MCKEESPORT,PA15135
DREW J GILBERT TRUSTEE
2.50
12,827 0 0
53 FINNEY ROAD
ELIZABETH,PA15037
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
9,555,302
b
Average of monthly cash balances.......................
1b
143,072
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,698,374
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
9,698,374
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
145,476
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,552,898
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
477,645
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
477,645
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,073
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,073
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
463,572
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
463,572
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
463,572
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
514,630
b
Program-related investments—total from Part VIII-B..................
1b
0
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
514,630
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 463,572
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 157,049
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 514,630
a Applied to 2022, but not more than line 2a 157,049
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 2023 distributable amount..... 357,581
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(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 0
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
105,991
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
E R CRAWFORD ESTATE TRUST FUND A
PO BOX 487
MCKEESPORT,PA15134
(412) 751-2770
bThe form in which applications should be submitted and information and materials they should include:
GRANT REQUESTS IN LETTER FORM. INDIVIDUAL APPLICANTS SHOULD USE A LETTER FORM TO APPLY FOR GRANTS. PUBLIC CHARITIES INCLUDING RELIGIOUS ORGANIZATIONS SHOULD SUBMIT AN APPLICATION STATING GENERAL BACKGROUND INFORMATION ON THE ORGANIZATIONS, THE PURPOSES AND NATURE OF THE ORGANIZATION, THEIR STATEMENT INDICATING THE USE OF THE GRANT, IF RECEIVED. THE TRUSTEES MAY REQUEST ADDITIONAL INFORMATION IN EITHER CASE.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
2(D) THE TRUSTEES ARE GUIDED IN THEIR DISTRIBUTIONS BY THE T/U/W OF EDWIN R. CRAWFORD: "I AUTHORIZE, EMPOWER AND DIRECT THE SAID TRUSTEES TO PAY, FROM TIME TO TIME, THE NET INCOME FROM SAID TRUST FUND AND SO MUCH OF THE PRINCIPAL AS THEY MAY DEEM BEST TO SUCH RELIGIOUS, EDUCATION, CHARITABLE, PUBLIC AND OTHER DESERVING USE, OBJECTS, PERSONS AND PURPOSES AS THEY MAY, IN THEIR SOLE DISCRETION, FROM TIME TO TIME APPOINT, ORDER AND DIRECT." "I SUGGEST TO THE SAID TRUSTEES, BUT DO NOT SO DIRECT, THAT IN THE DISTRIBUTION FROM TIME TO TIME OF THE NET INCOME AND PRINCIPAL OF SAID TRUST FUND, CONSIDERATION BE GIVEN FIRST TO THE AID, NEEDS AND WELL BEING OF CITIZENS OF ALLEGHENY COUNTY, PENNSYLVANIA, AND PARTICULARLY TO DESERVING EMPLOYEES OR FORMER EMPLOYEES OF MCKEESPORT TIN PLATE COMPANY, WHO THROUGH ILLNESS, ACCIDENT, AGE OR OTHER MISFORTUNE HAVE BEEN DEPRIVED OF THE POWER OR OPPORTUNITY TO EARN THE LIVELIHOOD FORMERLY ENJOYED.
Form 990-PF (2023)
Form 990-PF (2023)
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

ALLEGHENY CLEAN WAYS

100 HAFNER AVENUE
ETNA,PA15223
CHARITY EXEMPT GENERAL OPERATING FUND 2,500

BETHESDA UNITED PRESBYTERIAN CHURCH

314 SOUTH 3RD STREET
ELIZABETH,PA15037
CHARITY EXEMPT GENERAL OPERATING FUND 8,500

BOSTON UNITED METHODIST CHURCH

6103 SMITHFIELD STREET
MCKEESPORT,PA15135
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

CALVARY BAPTIST CHURCH - WEST MIFFLIN

120 ANBORN DRIVE
WEST MIFFLIN,PA15122
CHARITY EXEMPT GENERAL OPERATING FUND 2,000

CALVARY CHURCH

8653 PENNSYLVANIA AVENUE
IRWIN,PA15642
CHARITY EXEMPT GENERAL OPERATING FUND 2,000

CARNEGIE FREE LIBRARY OF MCKEESPORT

1507 LIBERTY AVENUE
MCKEESPORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 20,000

CENTER FOR VICTIMS

3433 E CARSON STREET
PITTSBURGH,PA15203
CHARITY EXEMPT GENERAL OPERATING FUND 8,000

CENTRAL FOOD PANTRY OF ELIZABETH TOWNSHIP

PO BOX 47
BUENA VISTA,PA15018
CHARITY EXEMPT GENERAL OPERATING FUND 2,500

CENTRAL HIGHLANDS COMMUNITY METHODIST CHURCH

100 TIMOTHY DRIVE
ELIZABETH,PA15037
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

CHRIST LUTHERAN CHURCH

405 KENNEDY AVENUE
DUQUENSE,PA15110
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

CHRIST UNITED METHODIST CHURCH OF NORTH HUNTINGDON

2800 COULTERVILLE ROAD
WHITE OAK,PA15131
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

COMMUNITY COLLEGE OF ALLEGHENY COUNTY - SCHOLARSHIP

BYERS HALL ROOM 102 808 RIDGE
AVENUE
PITTSBURGH,PA15212
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

DORMITION OF THE HOLY VIRGIN RUSSIAN ORTHODOX CHURCH

330 SHAW AVENUE
MCKEESPORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

DRAVOSBURG UNITED METHODIST CHURCH

109 MAPLE AVENUE
DRAVOSBURG,PA15034
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

EAST SUBURBAN SEVENTH-DAY ADVENTIST CHURCH

1209 LUEHM AVENUE
NORTH VERSAILLES,PA15137
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

ELIZABETH BAPTIST CHURCH

735 BUNOLA ROAD
ELIZABETH,PA15037
CHARITY EXEMPT GENERAL OPERATING FUND 5,500

ELIZABETH FORWARD SWIM CLUB

4617 WALNUT STREET
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

ELIZABETH GUARDIAN ANGELS

1634 FALLEN TIMBER ROAD
ELIZABETH,PA15307
CHARITY EXEMPT GENERAL OPERATING FUND 2,500

ELIZABETH TOWNSHIP HISTORICAL SOCIETY - LOG HOUSE

5811 SMITHFIELD STREET
BOSTON,PA15135
CHARITY EXEMPT GENERAL OPERATING FUND 3,200

ELIZABETH TOWNSHIP HISTORY SOCIETY

5811 SMITHFILED STREET
BOSTON,PA15135
CHARITY EXEMPT GENERAL OPERATING FUND 3,500

ELIZABETH UNITED METHODIST CHURCH

SECOND AVENUE WALNUT STREET
ELIZABETH,PA15037
CHARITY EXEMPT GENERAL OPERATING FUND 4,000

ELRAMA COMMUNITY CHURCH

PO BOX 192
ELRAMA,PA15038
CHARITY EXEMPT GENERAL OPERATING FUND 4,000

FAITH LUTHERN CHURCH

1656 LINCOLN WAY
MCKEEPSORT,PA15131
CHARITY EXEMPT GENERAL OPERATING FUND 4,000

FIRST PRESBYTERIAN CHURCH OF ELIZABETH

411 S 3RD STREET
ELIZABETH,PA15037
CHARITY EXEMPT GENERAL OPERATING FUND 2,000

FIRST TEAM 1708 AMP'D ROBOTICS

1985 LINCOLN WAY
WHITE OAK,PA15131
CHARITY EXEMPT GENERAL OPERATING FUND 2,500

FREE HUNGARIAN REFORMED CHURCH

1411 KENNEDY AVENUE
DUQUENSE,PA15110
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

FRIENDS OF CAMP SOLES

123 CAMP SOLES LANE
ROCKWOOD,PA15557
CHARITY EXEMPT GENERAL OPERATING FUND 16,000

FRIENDS OF MOUNT VERNON CEMETERY

2300 GREENOCK BUENA VISTA ROAD
MCKEEPSORT,PA15135
CHARITY EXEMPT GENERAL OPERATING FUND 4,000

GARDEN CLUB OF MCKEESPORT RENZIEHAUSEN PARK

1400 PIN OAK DRIVE
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 4,000

GIRL SCOUTS OF SOUTHWESTERN PENNSYLVANIA

503 MARTINDALE STREET
PITTSBURGH,PA15212
CHARITY EXEMPT GENERAL OPERATING FUND 1,000

GOODWILL OF SOUTHWESTERN PENNSYLANIA

118 52ND STREET
PITTSBURGH,PA15201
CHARITY EXEMPT GENERAL OPERATING FUND 1,500

GREATER PITTSBURGH COMMUNITY FOOD BANK

1 NORTH LINDEN STREET
DUQUENSE,PA15110
CHARITY EXEMPT GENERAL OPERATING FUND 10,000

GREENOCK UNITED METHODIST CHURCH

1213 GREENOCK BUENA VISTA ROAD
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

GROW PITTSBURGH

6587 HAMILTON AVENUE 2W
PITTSBURGH,PA15206
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

HIGHLAND GROVE UNITED METHODIST CHURCH

2909 HIGHLAND AVENUE
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

IN CARE OF CATS

1680 FALLEN TIMBER ROAD
ELIZABETH,PA15110
CHARITY EXEMPT GENERAL OPERATING FUND 12,500

JAMIE'S DREAM TEAM

4617 WALNUT STREET
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 10,000

JODIE MATTA DILLINGER CANCER RESOURCE CENTER

1500 MAIN STREET
MCKEESPORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 2,500

JUNIOR ACHIEVEMENT OF WESTERN PA

90 AMERSON LANE
BRIDGEVILLE,PA15017
CHARITY EXEMPT GENERAL OPERATING FUND 2,500

LAROSA YOUTH DEVELOPMENT FOUNDATION

108 MARSHALL DRIVE
PITTSBURGH,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

LIBERTY PRESBYTERIAN CHURCH

900 ELIZABETH STREET
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

LINWAY UNITED PRESBYTERIAN CURCH

600 LINCOLN HIGHWAY
NORTH VERSAILLIES,PA15137
CHARITY EXEMPT GENERAL OPERATING FUND 2,000

LIONS DIABETES BOARD OF ALLEGHENY AND WESTMORELAND COUNTIES

1006 HARVARD ROAD
MONROEVILLE,PA15146
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

MAKE A WISH FOUNDATION

707 GRANT STREET 37TH FLOOR
PITTSBURGH,PA15219
CHARITY EXEMPT GENERAL OPERATING FUND 8,400

MARY OF NAZARETH CATHOLIC SCHOOL

1640 FAWCETT AVENUE
WHITE OAK,PA15131
CHARITY EXEMPT GENERAL OPERATING FUND 2,000

MCKEESPORT AREA MEALS ON WHEELS

1406 CORNELL STREET
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 12,000

MCKEESPORT HISTORY & HERITAGE CENTER

1832 ARBORETUM DRIVE
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 20,000

MCKEESPORT HOSPITAL FOUNDATION

1500 FIFTH AVENUE
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

MCKEESPORT HOSPITAL JUNIOR COMMITTEE

1500 FIFTH AVENUE
PITTSBURGH,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 2,500

MCKEESPORT PRESBYTERIAN CHURCH

1510 VERSAILLES AVENUE
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

MCKEESPORT SHARED MINISTRIES - BEULAH PARK CAMPUS

1615 GRANDVIEW AVENUE
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

MCKEESPORT SHARED MINISTRIES - CALVARY-FIRST CAMPUS

1406 CORNELL STREET
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

MCKEESPORT SHARED MINISTRY - CHRISTY PARK CAMPUS

436 29TH STREET
MCKEESPORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

MEALS ON WHEELS OF ELIZABETH FORWARD

100 TIMOTHY DRIVE
ELIZABETH,PA15037
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

MERRITT THE OUTPOST

2801 DOUGLAS RUN ROAD
ELIZABETH,PA15037
CHARITY EXEMPT GENERAL OPERATING FUND 2,000

MON RIVER ARTS

206 PLUM STREET
ELIZABETH,PA15037
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

MON YOUGH CHORALE

1822 PENNSYLVANIA AVENUE
IRWIN,PA15642
CHARITY EXEMPT GENERAL OPERATING FUND 1,000

MON YOUGH TRAIL COUNCIL

PO BOX 14
MCKEESPORT,PA15135
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

MOUNT VERNON PRESBYTERIAN CHURCH

2300 GREENOCK-BUENA VISTA ROAD
MCKEESPORT,PA15135
CHARITY EXEMPT GENERAL OPERATING FUND 1,000

MYARC

PO BOX 56
BOSTON,PA15135
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

NEW HOPE PRESBYTERIAN CHURCH

12727 LINCOLN WAY
NORTH HUNTINGDON,PA15642
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

OLIVET UNITED PRESBYTERIAN CHURCH

726 FOURTH STREET
WEST ELIZABETH,PA15088
CHARITY EXEMPT GENERAL OPERATING FUND 4,500

PARK BAPTIST CHURCH

749 CENTER STREET
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 4,000

PEACE EVANGELICAL LUTHERAN CHURCH

641 ZIMMER HILL DRIVE
GREENOCK,PA15047
CHARITY EXEMPT GENERAL OPERATING FUND 4,000

PENNSYLVANIA STATE UNIVERSITY GREATER ALLEGHENY CAMPUS

4000 UNIVERSITY DRIVE
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 35,000

PITTSBURGH DREAM CENTER

908 EVANS AVENUE
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 4,000

PITTSBURGH URBAN CHRISTIAN SCHOOL

809 CENTER STREET
PITTSBURGH,PA15221
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

PORT VUE UNITED METHODIST CHURCH

1565 WASHINGTON AVENUE
PORT VUE,PA15133
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

PRAISE CHRISTIAN ACADEMY

245 FOSTER ROAD
NORTH VERSAILLIES,PA15137
CHARITY EXEMPT GENERAL OPERATING FUND 2,500

ROUND HILL PRESBYTERIAN CHURCH

2150 ROUND HILL ROAD
ELIZABETH,PA15037
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

SAINT SAVA SERBIAN ORTHODOX CHURCH

HARTMAN STREET
MCKEESPORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 4,000

SAMPSON MILLS PRESBYTERIAN CHURCH

1165 LINCOLN WAY
WHITE OAK,PA15131
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

SECOND UNITED PRESBYTERIAN

300 HAY STREET
PITTSBURGH,PA15212
CHARITY EXEMPT GENERAL OPERATING FUND 1,000

ST ANTHONY CHARITABLE FOUNDATION

2000 CORPORATE DRIVE SUITE 580
WEXFORD,PA15090
CHARITY EXEMPT GENERAL OPERATING FUND 8,000

ST JOHN THE BAPTIST

209 BRIDGE STREET
WILMERDING,PA15148
CHARITY EXEMPT GENERAL OPERATING FUND 1,500

ST JOHN'S EVANGELICAL LUTHERAN CHURCH

715 LINCOLN HIGHWAY
NORTH VERSAILLES,PA15137
CHARITY EXEMPT GENERAL OPERATING FUND 2,000

TEMPLE B'NAI ISRAEL

2025 CYPRESS DRIVE
WHITE OAK,PA15131
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

THE INTERSECTION INC

115 SEVENTH AVENUE
MCKEEPSORT,PA15134
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

THE NINTH STREET CLINIC

410 NINTH STREET
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 6,500

THE WOMEN'S CLUB OF ELIZABETH

209 DENNIS STREET
ELIZABETH,PA15037
CHARITY EXEMPT GENERAL OPERATING FUND 3,000

UNIVERSITY OF PITTSBURGH - OFFICE OF INSTITUTIONAL ADVANCEMENT

128 N CRAIG STREET
PITTSBURGH,PA15260
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

WAYPOINT YOUTH & COMMUNITY

320 MALLARD STREET
WEST NEWTON,PA15089
CHARITY EXEMPT GENERAL OPERATING FUND 5,000

WEST SIDE UNITED METHODIST CHURCH

307 ATLANTIC AVENUE
MCKEEPSORT,PA15132
CHARITY EXEMPT GENERAL OPERATING FUND 4,000

WILMERDING COMMUNITY CENTER

ONE MEMORIAL FIELD
WILMERDING,PA15148
CHARITY EXEMPT GENERAL OPERATING FUND 6,000

YMCA OF GREATER PITTSBURGH

680 ANDERSON DRIVE FOSTER PLAZA 10
SUITE 400
PITTSBURGH,PA15220
CHARITY EXEMPT GENERAL OPERATING FUND 3,000
Total .................................right arrow 3a 426,600
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ...........
    14 12,339  
4 Dividends and interest from securities ....     14 312,546  
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 ............
    18 721,069  
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) .. 0 1,045,954 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,045,954
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpStockSchedule
Name:
ER CRAWFORD ESTATE TRUST FUND A
EIN:
25-6031554
Name of Stock End of Year Book Value End of Year Fair Market Value
LPL FINANCIAL 7,300,540 9,598,558

TY 2023 OtherExpensesSchedule
Name:
ER CRAWFORD ESTATE TRUST FUND A
EIN:
25-6031554
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SECRETARIAL SERVICES 9,829 2,457   7,372
BANK FEES 124 31   93
INSURANCE 612 153   459
POSTAGE 420 105   315
MISCELLANEOUS FEES 568 142   426
PROFESSIONAL FEES 67,339 16,835   50,504


TY 2023 TaxesSchedule
Name:
ER CRAWFORD ESTATE TRUST FUND A
EIN:
25-6031554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 4,150 4,150   0
INCOME TAX 7,871 0   0