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
M SCRAGG FBO ELM PARK CHURCH
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

23-6940290
B Telephone number (see instructions)

(412) 467-1575
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$3,312,842J 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      
4 Dividends and interest from securities... 74,435 72,268  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 55,370
b Gross sales price for all assets on line 6a 1,160,981
7 Capital gain net income (from Part IV, line 2)... 55,370
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)....... Click to see attachment
List of Attached Documents:
// Content
1,328 29  
12 Total. Add lines 1 through 11........ 131,133 127,667  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,581 32,023   3,558
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)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
893 454   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)....... Click to see attachment
List of Attached Documents:
// Content
7 7    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,481 32,484 0 3,558
25 Contributions, gifts, grants paid....... 158,698 158,698
26 Total expenses and disbursements. Add lines 24 and 25 195,179 32,484 0 162,256
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -64,046
b Net investment income (if negative, enter -0-) 95,183
c Adjusted net income (if negative, enter -0-)... 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............. -46    
2 Savings and temporary cash investments......... 246,228 73,281 73,281
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 359,154 Click to see attachment
List of Attached Documents:
// Content
370,106 		546,845
c Investments—corporate bonds (attach schedule).......      
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).......... 2,244,105 Click to see attachment
List of Attached Documents:
// Content
2,341,111 		2,692,716
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) 2,849,441 2,784,498 3,312,842
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
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........ 2,849,441 2,784,498
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)..... 2,849,441 2,784,498
30 Total liabilities and net assets/fund balances (see instructions). 2,849,441 2,784,498
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
2,849,441
2
Enter amount from Part I, line 27a .....................
2
-64,046
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,199
4
Add lines 1, 2, and 3 ..........................
4
2,788,594
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,096
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,784,498
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 14. GOLDMAN SACHS GROUP INC   2021-07-26 2023-02-08
b 25. NASDAQ INC   2018-12-11 2023-02-08
c 3. ABBVIE INC   2020-03-13 2023-02-09
d 1. APPLE INC   2020-06-16 2023-02-09
e 1. DEERE & CO   2021-03-01 2023-02-09
2. GENERAL DYNAMICS CORP   2019-09-30 2023-02-09
1. HUBBELL INC   2020-09-03 2023-02-09
2. LOCKHEED MARTIN CORP   2014-10-14 2023-02-09
2. PARKER HANNIFIN CORP   2021-07-02 2023-02-09
2. PEPSICO INC   2010-09-02 2023-02-09
1. PHILIP MORRIS INTERNAT-W/I   2020-01-24 2023-02-09
201.521 ALLIANCE BERNSTEIN CAP FUND INC CONCENTRATED GROWTH FUND   2022-10-21 2023-03-06
1343.259 ALLIANCE BERNSTEIN CAP FUND INC CONCENTRATED GROWTH FUND   2018-09-17 2023-03-06
701.618 DELAWARE VALUE FUND-R6   2022-10-21 2023-03-06
2807.317 DELAWARE VALUE FUND-R6   2018-12-27 2023-03-06
1119. FIDELITY REAL ESTATE ETF ETF   2020-04-24 2023-03-06
153. INVESCO QQQ TRUST ETF   2020-07-01 2023-03-06
89.388 LAZARD US EQUITY CONCENTRATED   2022-10-21 2023-03-06
2003.199 LAZARD US EQUITY CONCENTRATED   2022-03-01 2023-03-06
377.018 LYRICAL US VALUE EQUITY-INST   2022-10-21 2023-03-06
1814.407 LYRICAL US VALUE EQUITY-INST   2021-03-24 2023-03-06
10. AVERY DENNISON CORP   2021-08-16 2023-03-08
47. COMCAST CORPORATION CL A   2018-11-19 2023-03-08
22. UNION PACIFIC CORP   2022-02-15 2023-03-08
1591. FIDELITY REAL ESTATE ETF ETF   2020-12-11 2023-03-14
31. TOTALENERGIES SE   2015-08-07 2023-03-22
1. CISCO SYSTEMS INC   2011-06-27 2023-04-12
1. EASTMAN CHEM CO   2022-02-15 2023-04-12
1. MARSH & MCLENNAN COMPANIES INC   2020-03-10 2023-04-12
1. NEXTERA ENERGY INC   2010-08-13 2023-04-12
1. SERVICE CORP INTERNATIONAL   2021-12-13 2023-04-12
5. TRUIST FINANCIAL CORP   2018-02-07 2023-04-12
232.702 AMG RR SM CAP VAL-I   2022-03-01 2023-04-19
622.132 OAKMARK INTL SM CAP-R6   2019-05-08 2023-04-19
95.548 MADISON MID CAP FUND-R6   2019-05-08 2023-04-19
33.415 PRINCIPAL MIDCAP FUND-R6   2019-05-08 2023-04-19
738.76 TRANSAMERICA SM CAP GROW-I2   2019-10-24 2023-04-19
43.967 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2019-05-08 2023-04-19
3055.366 WASATCH INTL OPPORTUNIT-INST   2018-09-17 2023-04-19
13. CROWN CASTLE INC   2022-06-27 2023-04-27
29. CROWN CASTLE INC   2019-09-06 2023-04-27
32. GENERAL DYNAMICS CORP   2019-09-30 2023-05-15
5. ELI LILLY & CO   2018-10-15 2023-05-15
156. TRUIST FINANCIAL CORP   2016-07-26 2023-05-15
40. VERIZON COMMUNICATIONS INC   2021-11-09 2023-05-15
11. GENERAL DYNAMICS CORP   2020-03-13 2023-05-16
119128. BLACKROCK LIQ FDS FEDFUND-IN   2022-10-21 2023-05-25
3852. BLACKROCK LIQ FDS FEDFUND-IN   2023-05-17 2023-05-25
69. FOX CORP - CLASS A - W/I   2022-04-28 2023-06-22
36. INTERPUBLIC GROUP COMPANIES INC   2023-03-08 2023-06-22
18. INTERPUBLIC GROUP COMPANIES INC   2020-11-25 2023-06-22
3. UNITEDHEALTH GROUP INC   2021-07-26 2023-06-22
3. ELI LILLY & CO   2018-10-15 2023-07-10
28. VERIZON COMMUNICATIONS INC   2010-08-13 2023-07-10
1. AMERICAN WATER WORKS CO INC   2015-12-17 2023-07-11
4. BLACKSTONE INC   2021-11-09 2023-07-11
1. CHEVRON CORPORATION   2018-06-28 2023-07-11
1. CISCO SYSTEMS INC   2011-06-27 2023-07-11
1. DEERE & CO   2023-05-15 2023-07-11
1. EXTRA SPACE STORAGE INC   2021-12-13 2023-07-11
1. JPMORGAN CHASE & CO   2011-09-09 2023-07-11
2. SCHLUMBERGER LTD SEDOL 2779201   2022-11-11 2023-07-11
1. SERVICE CORP INTERNATIONAL   2021-12-13 2023-07-11
5. US BANCORP DEL COM NEW   2022-03-17 2023-07-11
11308.141 BLACKROCK U.S. GOVERNMENT BOND PORTFOLIO CL INSTL   2019-05-07 2023-07-26
2362.019 T ROWE PR GROWTH STOCK-I   2019-05-07 2023-08-09
59. AMERICAN ELECTRIC POWER INC   2022-09-19 2023-08-16
10. BLACKSTONE INC   2021-11-09 2023-08-16
15. JOHNSON & JOHNSON   2021-07-26 2023-08-16
147. FOX CORP - CLASS A - W/I   2022-04-28 2023-08-17
3. ELI LILLY & CO   2018-10-15 2023-08-17
21. NASDAQ INC   2018-12-11 2023-08-17
72. CVS HEALTH CORPORATION   2022-01-14 2023-09-14
17. ESSEX PPTY TR INC REIT   2018-02-23 2023-09-14
2. ELI LILLY & CO   2018-10-15 2023-09-14
14678.899 PGIM HIGH YIELD FUND CLASS R6   2019-05-07 2023-09-20
2. AMERIPRISE FINANCIAL INC   2017-03-31 2023-09-25
2. BANK OF AMERICA CORP   2017-08-22 2023-09-25
2. WASTE MANAGEMENT INC   2022-06-28 2023-09-25
197.939 AMG RR SM CAP VAL-I   2022-03-01 2023-09-26
238.191 PZENA EMERG MKTS VALUE-INST   2022-09-15 2023-09-26
15. ISHARES CORE S&P 500 ETF   2021-08-24 2023-09-26
9. ISHARES MSCI EAFE VALUE ETF   2022-09-15 2023-09-26
334. ISHARES MSCI USA QUALITY FACTOR ETF   2023-03-06 2023-09-26
2. ISHARES MSCI USA QUALITY FACTOR ETF   2023-05-17 2023-09-26
109.563 LONGLEAF PARTNERS FDS TR INTL FD 136   2021-03-24 2023-09-26
38.547 MADISON MID CAP FUND-R6   2023-05-17 2023-09-26
617.224 MADISON MID CAP FUND-R6   2019-05-08 2023-09-26
244.475 PRINCIPAL MIDCAP FUND-R6   2019-05-08 2023-09-26
23.108 TOUCHSTONE SANDS EM GR-R6   2019-05-08 2023-09-26
342.39 TRANSAMERICA SM CAP GROW-I2   2019-10-24 2023-09-26
181.964 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2019-05-08 2023-09-26
162.452 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6   2022-03-01 2023-09-26
12. AVERY DENNISON CORP   2021-08-17 2023-10-10
15. LOCKHEED MARTIN CORP   2014-10-14 2023-10-10
17. AVERY DENNISON CORP   2021-08-17 2023-10-11
12. MCDONALD'S CORP   2022-06-27 2023-10-11
46. NASDAQ INC   2018-12-11 2023-10-11
45. NASDAQ INC   2018-12-10 2023-10-11
21. NASDAQ INC   2018-12-10 2023-10-12
1. BROADCOM INC   2020-12-22 2023-10-23
1. NEXTERA ENERGY INC   2010-08-13 2023-10-23
458. ISHARES MSCI EAFE VALUE ETF   2022-09-15 2023-11-14
6.206 LONGLEAF PARTNERS FDS TR INTL FD 136   2021-03-24 2023-11-14
2. ELI LILLY & CO   2018-10-15 2023-11-27
31. WASTE MANAGEMENT INC   2022-06-28 2023-11-27
1. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2023-05-15 2023-11-27
9. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2023-06-22 2023-11-27
6. ABBOTT LABORATORIES INC   2021-06-22 2023-11-30
6. EXXON MOBIL CORP   2022-11-11 2023-11-30
4. MARSH & MCLENNAN COMPANIES INC   2020-03-10 2023-11-30
50.506 AMG RR SM CAP VAL-I   2022-03-01 2023-12-07
66.196 PZENA EMERG MKTS VALUE-INST   2022-09-15 2023-12-07
344. BLACKROCK LOW DURATION BOND PORTFOLIO CL INSTL   2023-05-25 2023-12-07
37. DIMENSIONAL INTERNATIONAL VA ETF   2023-11-14 2023-12-07
23.288 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2023-05-17 2023-12-07
20.48 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2023-09-26 2023-12-07
67.277 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS   2019-05-08 2023-12-07
22.824 OAKMARK INTL SM CAP-R6   2023-09-26 2023-12-07
43.644 OAKMARK INTL SM CAP-R6   2019-05-08 2023-12-07
83.888 WCM FOCUSED INTL GROWTH-INS   2023-09-26 2023-12-07
104.39 WCM FOCUSED INTL GROWTH-INS   2019-05-08 2023-12-07
86. ISHARES CORE S&P 500 ETF   2021-08-24 2023-12-07
26. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2023-12-07
113. ISHARES MSCI INTL QUALITY FACTOR ETF   2023-04-19 2023-12-07
90.328 LONGLEAF PARTNERS FDS TR INTL FD 136   2021-03-24 2023-12-07
158.631 MADISON MID CAP FUND-R6   2019-05-08 2023-12-07
298.228 PAYDEN LOW DURATION FUND-SI   2023-05-26 2023-12-07
70.986 PRINCIPAL MIDCAP FUND-R6   2019-05-08 2023-12-07
111.483 TOUCHSTONE SANDS EM GR-R6   2019-05-08 2023-12-07
111.536 TRANSAMERICA SM CAP GROW-I2   2019-10-24 2023-12-07
24.745 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2019-05-08 2023-12-07
475.522 WASATCH INTL OPPORTUNIT-INST   2019-05-08 2023-12-07
27.162 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6   2022-03-01 2023-12-07
54. WISDOMTREE U.S. QUALITY DIVI ETF   2023-09-26 2023-12-07
121. CISCO SYSTEMS INC   2011-06-27 2023-12-19
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(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 5,284   5,249 35
b 1,492   845 647
c 448   245 203
d 151   88 63
e 408   359 49
459   367 92
240   147 93
938   353 585
699   617 82
345   129 216
102   86 16
9,415   8,579 836
62,757   52,689 10,068
12,903   13,134 -231
51,627   58,140 -6,513
29,239   24,065 5,174
46,223   38,155 8,068
1,420   1,329 91
31,831   35,757 -3,926
7,367   6,801 566
35,454   35,907 -453
1,766   2,188 -422
1,700   1,801 -101
4,470   5,472 -1,002
39,490   39,939 -449
1,828   1,445 383
50   15 35
83   123 -40
170   103 67
78   13 65
71   69 2
165   270 -105
3,314   3,330 -16
11,223   9,264 1,959
1,296   1,035 261
1,119   940 179
4,699   4,972 -273
1,187   1,239 -52
8,922   10,530 -1,608
1,578   2,232 -654
3,520   4,081 -561
6,732   5,677 1,055
2,156   617 1,539
4,338   5,689 -1,351
1,477   2,088 -611
2,300   1,493 807
119,128   119,128  
3,852   3,852  
2,271   2,516 -245
1,406   1,256 150
703   414 289
1,442   1,238 204
1,354   333 1,021
987   974 13
142   60 82
393   569 -176
158   126 32
52   15 37
413   372 41
152   213 -61
148   33 115
112   109 3
65   69 -4
174   281 -107
103,356   115,767 -12,411
193,331   160,000 33,331
4,680   5,901 -1,221
974   1,419 -445
2,600   2,608 -8
4,878   5,084 -206
1,636   333 1,303
1,073   622 451
5,067   7,361 -2,294
3,818   3,845 -27
1,201   222 979
67,229   80,000 -12,771
671   260 411
55   48 7
314   299 15
2,886   2,833 53
2,884   2,501 383
6,435   6,825 -390
441   381 60
43,790   40,753 3,037
262   249 13
1,659   2,029 -370
551   517 34
8,826   6,689 2,137
8,398   6,880 1,518
302   300 2
2,143   2,304 -161
4,928   5,126 -198
7,221   7,806 -585
2,214   2,611 -397
6,534   2,651 3,883
3,151   2,992 159
3,014   2,969 45
2,284   1,355 929
2,240   1,291 949
1,038   599 439
869   431 438
52   13 39
22,642   19,398 3,244
97   115 -18
1,192   222 970
5,313   4,638 675
226   178 48
2,036   1,665 371
627   668 -41
615   679 -64
790   411 379
762   723 39
807   695 112
3,075   3,051 24
1,227   1,210 17
282   275 7
248   242 6
814   764 50
426   402 24
815   650 165
1,817   1,700 117
2,261   1,728 533
39,535   37,783 1,752
1,989   1,907 82
4,054   4,070 -16
1,434   1,673 -239
2,478   1,719 759
2,875   2,850 25
2,660   1,998 662
1,514   1,449 65
723   751 -28
703   697 6
1,398   1,631 -233
1,254   1,305 -51
3,642   3,439 203
6,059   1,827 4,232
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
      6,100
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       35
b       647
c       203
d       63
e       49
      92
      93
      585
      82
      216
      16
      836
      10,068
      -231
      -6,513
      5,174
      8,068
      91
      -3,926
      566
      -453
      -422
      -101
      -1,002
      -449
      383
      35
      -40
      67
      65
      2
      -105
      -16
      1,959
      261
      179
      -273
      -52
      -1,608
      -654
      -561
      1,055
      1,539
      -1,351
      -611
      807
       
       
      -245
      150
      289
      204
      1,021
      13
      82
      -176
      32
      37
      41
      -61
      115
      3
      -4
      -107
      -12,411
      33,331
      -1,221
      -445
      -8
      -206
      1,303
      451
      -2,294
      -27
      979
      -12,771
      411
      7
      15
      53
      383
      -390
      60
      3,037
      13
      -370
      34
      2,137
      1,518
      2
      -161
      -198
      -585
      -397
      3,883
      159
      45
      929
      949
      439
      438
      39
      3,244
      -18
      970
      675
      48
      371
      -41
      -64
      379
      39
      112
      24
      17
      7
      6
      50
      24
      165
      117
      533
      1,752
      82
      -16
      -239
      759
      25
      662
      65
      -28
      6
      -233
      -51
      203
      4,232
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 55,370
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 1,323
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 1,323
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 1,323
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 881
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.............. 7 881
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 9 442
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 arrow0 Refundedright arrow 11 0
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowPNC BANK NA Telephone no.right arrow (412) 467-1575

Located atright arrow116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4right arrow15212
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)
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
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
PNC BANK N A TRUSTEE
9 		35,581    
116 ALLEGHENY CENTER MALL
PITTSBURGH,PA15212
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 arrow  
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
3,157,231
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,157,231
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
3,157,231
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
47,358
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,109,873
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
155,494
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
155,494
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,323
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,323
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
154,171
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
154,171
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
154,171
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
162,256
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
162,256
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 7 154,171
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 158,698
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 162,256
a Applied to 2022, but not more than line 2a 158,698
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..... 3,558
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 .......... 		150,613
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.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

ELM PARK METHODIST CHURCH

150 N WASHINGTON AVE
SCRANTON,PA185031843 		NONE PC GENERAL SUPPORT 158,698
Total .................................right arrow 3a 158,698
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		         
4 Dividends and interest from securities ....     14 74,435  
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 55,370  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    14 29  
bFEDERAL TAX REFUND     14 1,299  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   131,133  
13Total. Add line 12, columns (b), (d), and (e)..................
13
131,133
(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:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Name of Stock End of Year Book Value End of Year Fair Market Value
166764100 CHEVRON CORPORATION 10,868 14,767
260003108 DOVER CORP    
291011104 EMERSON ELECTRIC CO    
297178105 ESSEX PPTY TR INC RE    
369550108 GENERAL DYNAMICS COR    
437076102 HOME DEPOT INC 551 6,931
443510607 HUBBELL INC 4,417 9,868
460690100 INTERPUBLIC GROUP CO 5,224 6,822
478160104 JOHNSON & JOHNSON 9,219 12,382
532457108 ELI LILLY & CO 2,553 13,407
539830109 LOCKHEED MARTIN CORP    
571748102 MARSH & MCLENNAN COM 4,676 9,474
580135101 MCDONALD'S CORP 5,328 11,564
594918104 MICROSOFT CORP 4,543 9,777
617446448 MORGAN STANLEY 5,446 9,325
620076307 MOTOROLA SOLUTIONS I 5,700 11,271
631103108 NASDAQ INC    
713448108 PEPSICO INC 2,121 5,944
718172109 PHILIP MORRIS INTERN 3,907 4,704
742718109 PROCTER & GAMBLE CO 5,595 8,353
747525103 QUALCOMM    
902973304 US BANCORP DEL COM N 4,429 6,016
911312106 UNITED PARCEL SERVIC 7,406 7,075
87612E106 TARGET CORP    
89151E109 TOTALENERGIES SE 7,413 11,118
00287Y109 ABBVIE INC 4,383 9,453
03076C106 AMERIPRISE FINANCIAL 3,777 11,015
09247X101 BLACKROCK INC 6,229 8,118
11135F101 BROADCOM INC 4,459 15,628
17275R102 CISCO SYSTEMS INC    
20030N101 COMCAST CORPORATION 7,669 8,682
22822V101 CROWN CASTLE INC    
30225T102 EXTRA SPACE STORAGE 4,009 8,497
46625H100 JPMORGAN CHASE & CO 6,006 20,922
55261F104 M&T BK CORP    
58933Y105 MERCK & CO INC 8,064 16,789
65339F101 NEXTERA ENERGY INC 1,662 7,714
74144T108 PRICE T ROWE GROUP I    
87807B107 TC ENERGY CORPORATIO    
89832Q109 TRUIST FINANCIAL COR    
91324P102 UNITEDHEALTH GROUP I 6,858 12,109
92343V104 VERIZON COMMUNICATIO 1,862 2,337
G1151C101 ACCENTURE PLC CLASS 4,961 9,124
G29183103 EATON CORP PLC SEDOL    
002824100 ABBOTT LABORATORIES 4,068 9,796
009158106 AIR PRODUCTS & CHEMI 9,427 12,595
030420103 AMERICAN WATER WORKS 2,499 5,544
03073E105 AMERISOURCEBERGEN CO    
037833100 APPLE INC 3,243 7,124
053611109 AVERY DENNISON CORP    
060505104 BANK OF AMERICA CORP 10,464 13,636
09260D107 BLACKSTONE INC 7,253 7,070
125523100 THE CIGNA GROUP 7,284 8,984
244199105 DEERE & CO 5,802 6,398
277432100 EASTMAN CHEM CO 10,254 9,162
38141G104 GOLDMAN SACHS GROUP    
427866108 THE HERSHEY COMPANY 5,585 5,593
609207105 MONDELEZ INTERNATION 4,845 5,794
701094104 PARKER HANNIFIN CORP 4,630 6,911
744573106 PUBLIC SERVICE ENTER    
817565104 SERVICE CORP INTERNA 6,518 6,571
882508104 TEXAS INSTRUMENTS IN    
025537101 AMERICAN ELECTRIC PO    
126650100 CVS HEALTH CORPORATI    
191216100 COCA COLA CO 7,040 6,423
30231G102 EXXON MOBIL CORP 13,480 16,097
35137L105 FOX CORP - CLASS A -    
65336K103 NEXSTAR MEDIA GROUP 7,222 6,740
806857108 SCHLUMBERGER LTD SED 6,281 5,985
907818108 UNION PACIFIC CORP    
92939U106 WEC ENERGY GROUP INC 6,813 5,724
94106L109 WASTE MANAGEMENT INC    
H1467J104 CHUBB LTD SEDOL B3BQ 8,304 9,718
031162100 AMGEN INC 8,058 8,641
12514G108 CDW CORP/DE 5,388 5,456
12572Q105 CME GROUP INC A DERI 5,633 5,476
126408103 CSX CORP 6,141 6,379
172908105 CINTAS CORP 6,134 8,437
438516106 HONEYWELL INTL INC 7,505 8,388
452308109 ILLINOIS TOOL WORKS 5,320 5,763
693718108 PACCAR INC 7,160 9,374
74340W103 PROLOGIS INC 4,873 5,332
816851109 SEMPRA 5,301 5,530
828806109 SIMON PROPERTY GROUP 5,374 6,561
833034101 SNAP ON INC 5,110 5,488
872540109 TJX COMPANIES INC NE 5,222 6,098
89417E109 THE TRAVELERS COS IN 3,645 3,810
92826C839 VISA INC CLASS A SHA 4,621 5,207
G8994E103 TRANE TECHNOLOGIES P 4,274 5,854

TY 2023 InvestmentsOtherSchedule2
Name:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
316092857 FIDELITY REAL ESTATE      
317609295 SEAFARER OVERSEAS GR AT COST 29,776 33,269
461418444 WCM FOCUSED INTL GRO AT COST 31,364 46,113
464287200 ISHARES CORE S&P 500 AT COST 426,551 547,364
464287309 ISHARE S&P 500 GROWT AT COST 149,849 257,969
464287507 ISHARES CORE S&P MID AT COST 142,620 204,537
464287804 ISHARES CORE S&P SMA AT COST 99,155 140,509
557492485 MADISON MID CAP FUND AT COST 15,052 22,775
704329200 PAYDEN LOW DURATION      
936793686 WASATCH INTL OPPORTU AT COST 16,342 15,826
46090E103 INVESCO QQQ TRUST ET      
00769G543 CAMBIAR INTL EQUITY      
09260B309 BLACKROCK CORE BOND AT COST 239,378 209,185
09260B325 BLACKROCK U.S. GOVER      
09260B382 BLACKROCK STRATEGIC AT COST 270,168 261,056
09260B465 BLACKROCK LOW DURATI AT COST 62,868 63,885
24610C840 DELAWARE VALUE FUND-      
46432F842 ISHARES CORE MSCI EA      
74256W584 PRINCIPAL MIDCAP FUN AT COST 17,841 25,040
74440Y884 PGIM HIGH YIELD FUND      
89154Q562 TOUCHSTONE SANDS EM      
89355J656 TRANSAMERICA SM CAP AT COST 15,287 15,037
89609H704 TRIBUTARY SMALL COMP AT COST 10,736 12,924
92204A876 VANGUARD UTILITIES E AT COST 12,612 14,529
97717X669 WISDOMTREE U.S. QUAL AT COST 39,040 43,082
01878T855 ALLIANCE BERNSTEIN C AT COST 195,622 204,114
04314H402 ARTISAN INTERNATIONA AT COST 57,839 59,969
413838566 OAKMARK INTL SM CAP- AT COST 10,407 15,248
543069405 LONGLEAF PARTNERS FD AT COST 25,329 22,081
741479406 T ROWE PR GROWTH STO      
90386H404 LYRICAL US VALUE EQU      
957663669 WESTERN ASSET CORE P AT COST 96,491 76,339
00171A852 AMG RR SM CAP VAL-I AT COST 13,882 14,871
00770X675 PZENA EMERG MKTS VAL AT COST 22,545 26,687
464288877 ISHARES MSCI EAFE VA      
52106N616 LAZARD US CONCENTRAT      
89154M702 TOUCHSTONE SANDS EM AT COST 24,435 27,769
94987W513 ALLSPRING SPECIAL MI AT COST 22,266 21,942
25434V807 DIMENSIONAL INTERNAT AT COST 21,576 22,678
46429B697 ISHARES MSCI USA MIN AT COST 25,592 27,232
46432F339 ISHARES MSCI USA QUA AT COST 39,816 49,586
46434V456 ISHARES MSCI INTL QU AT COST 40,918 43,307
70432T875 PAYDEN LOW DURATION AT COST 62,850 63,849
922031828 VANGUARD INTM TERM T AT COST 102,904 103,944

TY 2023 OtherDecreasesSchedule
Name:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Description Amount
RETURN OF CAPITAL ADJUSTMENT 383
PY ROC BASIS ADJ 667
2023 TRANSACTION POSTED IN 2024 3,046


TY 2023 OtherExpensesSchedule
Name:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR SERVICE FEES 7 7   0


TY 2023 OtherIncomeSchedule2
Name:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 29 29  
FEDERAL TAX REFUND 1,299 0  


TY 2023 OtherIncreasesSchedule
Name:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Description Amount
2022 TRANSACTION POSTED IN 2023 3,179
ROUNDING 20


TY 2023 TaxesSchedule
Name:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 184 184   0
FEDERAL ESTIMATES - PRINCIPAL 439 0   0
FOREIGN TAXES ON QUALIFIED FOR 190 190   0
FOREIGN TAXES ON NONQUALIFIED 80 80   0