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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
 
Number and street (or P.O. box number if mail is not delivered to street address)654 PHILADELPHIA STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANA, PA15701
A Employer identification number

25-6031554
B Telephone number (see instructions)

(412) 913-5768
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$10,299,046
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      
4 Dividends and interest from securities... 333,000 332,796  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,493,487
b Gross sales price for all assets on line 6a 5,872,306
7 Capital gain net income (from Part IV, line 2)... 1,493,487
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)....... 2,337 2,337  
12 Total. Add lines 1 through 11........ 1,828,824 1,828,620  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,341 24,205   16,136
14 Other employee salaries and wages...... 10,570 6,342 0 4,228
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 22,388 0 0 22,388
b Accounting fees (attach schedule)....... 10,455 0 0 10,455
c Other professional fees (attach schedule).... 23,870 23,870   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 19,730     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)....... 4,016      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 131,370 54,417 0 53,207
25 Contributions, gifts, grants paid....... 418,500 418,500
26 Total expenses and disbursements. Add lines 24 and 25 549,870 54,417 0 471,707
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,278,954
b Net investment income (if negative, enter -0-) 1,774,203
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 304,198 264,480 264,480
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)....... 7,300,540 Click to see attachment
List of Attached Documents:
// Content
4,572,749
6,077,202
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
3,899,287
3,810,385
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)..........   Click to see attachment
List of Attached Documents:
// Content
43,332
50,003
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)   Click to see attachment
List of Attached Documents:
// Content
99,375
Click to see attachment
List of Attached Documents:
// Content
96,976
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,604,738 8,879,223 10,299,046
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........ 6,397,162 8,879,223
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,207,576  
29 Total net assets or fund balances (see instructions)..... 7,604,738 8,879,223
30 Total liabilities and net assets/fund balances (see instructions). 7,604,738 8,879,223
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
7,604,738
2
Enter amount from Part I, line 27a .....................
2
1,278,954
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,148
4
Add lines 1, 2, and 3 ..........................
4
8,894,840
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
15,617
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,879,223
Form 990-PF (2024)
Form 990-PF (2024)
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 3000. FNB CORP 1/40TH NON CUML SERE E PRF 7/25% CALLABLE   2013-10-29 2024-02-15
b 2000. NISOURCE INC 6.500% VARIABLE PREFERRED CALLABLE 03/15/24 @ 25.00   2018-11-28 2024-03-15
c 1000. AT T INC 5.350% PREFERRED CALLABLE 02/29/24 @25   2017-10-25 2024-06-21
d 2175. AXIS CAPITAL HLDS LTD 5.500% PREFERRED CALLABLE 06/10/24 @ 25   2016-12-22 2024-06-21
e 822. CHEVRON CORPORATION   2003-06-19 2024-06-21
2000. CUSTOMERS BANCORP INC 10.727% PREFERRED CALLABLE 06/15/24 @ 25   2016-04-21 2024-06-21
460. DTE ENERGY CO 5.250% PFD DEBENTURE CALLABLE 06/10/24 @ 25   2017-11-14 2024-06-21
2000. DIGITAL REALTY TRUST INC 5.250% PREFERRED CALLABLE 02/29/24 @25   2017-08-03 2024-06-21
783. EMERSON ELECTRIC CO   2015-03-23 2024-06-21
2000. ENTERGY ARKANSAS LLC 4.875% PREFERRED CALLABLE 06/10/24 @ 25   2016-08-10 2024-06-21
2000. ENTERGY NEW ORLEANS LLC 5.500% PREFERRED CALLABLE 06/10/24 @ 25   2016-03-15 2024-06-21
1200. GOLDMAN SACHS GROUP, INC 6.381% PREFERRED CALLABLE 02/29/24 @25   2011-09-09 2024-06-21
9830. ISHARES CORE S&P MIDCAP ETF   2019-06-20 2024-06-21
4488. ISHARES S&P SMALLCAP 600 ETF   2019-06-20 2024-06-21
3974. ISHARES CORE MSCI EAFE ETF   2018-07-27 2024-06-21
6035. ISHARES CORE MSCI ETF   2022-03-23 2024-06-21
625. ISHARE TRUST 0-5YR INV GRD ETF   2023-06-21 2024-06-21
4250. ISHARE TRUST 0-5YR INV GRD ETF   2021-03-18 2024-06-21
1600. BLACKROCK ULTRA SHORT-TERM BOND ETF   2023-06-21 2024-06-21
11850. BLACKROCK ULTRA SHORT-TERM BOND ETF   2021-03-18 2024-06-21
1400. ISHARES CORE 5-10 YR BOND ETF   2023-06-21 2024-06-21
10160. ISHARES CORE 5-10 YR BOND ETF   2020-02-10 2024-06-21
574. JPMORGAN CHASE & CO   2021-03-18 2024-06-21
1103. JOHNSON & JOHNSON   2009-01-20 2024-06-21
2000. JPMORGAN CHASE CO. 6.000 PREFERRED CALLABLE AT 03/01/24 @ 25   2019-01-16 2024-06-21
258. ELI LILLY & CO   2012-04-13 2024-06-21
175. LOWES COS INC   2003-06-19 2024-06-21
510. MSA SAFETY INC   2009-02-23 2024-06-21
600. MCDONALDS CORP   2010-03-11 2024-06-21
1490. MONDELEZ INTERNATIONAL INC A   2009-10-15 2024-06-21
1230. NEXTERA ENERGY, INC   2009-12-28 2024-06-21
842. PEPSICO INCORPORATED   2011-02-11 2024-06-21
94. PHILIP MORRIS INTERNATIONAL, INC   2009-02-23 2024-06-21
796. PROCTER & GAMBLE CO   2009-09-17 2024-06-21
2500. PUBLIC STORAGE 5.050% PREFERRED CALLABLE 06/10/24 @ 25   2017-08-01 2024-06-21
1000. QWEST CORPORATION 6.500% PREFERRED CALLABLE 05/24/24 @ 25   2016-08-12 2024-06-21
900. SCE TRUST V 5.450% PREFERRED CALLABLE 03/15/26 @ 25   2016-03-01 2024-06-21
1000. CHARLES SCHWAB CORP 5.950% PREFERRED CALLABLE 09/01/24 @ 25   2016-02-29 2024-06-21
250. SOLVENTUM CORP   2009-10-15 2024-06-21
1000. SOTHERLY HOTELS INC 7.875% PREFERRED CALLABLE 06/10/24 @ 25   2017-10-03 2024-06-21
1000. 3M CO   2009-10-15 2024-06-21
2225. WARNER BROS. DISCOVERY INC   2009-07-15 2024-06-21
400. WELLS FARGO & CO NEW 5.625% PREFERRED - CALLABLE 06/15/22 @ 25 QD   2017-04-17 2024-06-21
1200. ZIONS BANCORP NA 9.561% PREFERRED CALLABLE 06/10/24 @ 25   2013-09-12 2024-06-21
4267. AT&T INC   2009-07-15 2024-06-28
455. LOWES COS INC   2003-06-19 2024-06-28
533. MSA SAFETY INC   2009-03-19 2024-06-28
1893. ISHARES 0-3 MONTH TREASURY BOND ETF   2024-06-21 2024-08-07
238. GENUINE PARTS CO   2024-06-21 2024-10-24
467. MICROCHIP TECHNOLOGY INC   2024-06-21 2024-11-07
225. MERCK & CO, INC   2024-06-21 2024-12-06
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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 75,000   75,000  
b 50,000   50,000  
c 23,080   25,000 -1,920
d 46,617   51,602 -4,985
e 128,771   30,682 98,089
50,744   50,000 744
10,699   11,500 -801
42,521   50,000 -7,479
84,497   44,914 39,583
42,911   50,000 -7,089
45,740   50,000 -4,260
28,058   24,366 3,692
572,680   385,932 186,748
471,631   369,222 102,409
286,995   259,451 27,544
323,286   328,886 -5,600
30,749   30,318 431
209,094   218,686 -9,592
80,674   80,834 -160
597,489   599,220 -1,731
59,774   60,962 -1,188
433,788   520,337 -86,549
111,898   91,789 20,109
163,416   61,484 101,932
50,140   50,000 140
228,523   9,743 218,780
40,173   4,006 36,167
96,201   9,648 86,553
155,199   39,163 116,036
98,964   23,219 75,745
89,163   16,641 72,522
140,920   53,451 87,469
9,306   1,903 7,403
133,310   37,344 95,966
56,828   62,500 -5,672
10,210   25,000 -14,790
21,661   22,500 -839
25,129   25,000 129
13,475   10,943 2,532
18,439   22,552 -4,113
101,817   70,507 31,310
15,621   7,026 8,595
9,478   10,000 -522
30,372   30,000 372
80,772   10,624 70,148
100,480   10,416 90,064
99,972   10,317 89,655
189,901   190,606 -705
27,403   33,594 -6,191
34,801   42,791 -7,990
23,238   29,140 -5,902
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
      698
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      698
      698
      698
      698
      698
      698
      698
      698
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        
b        
c       -1,920
d       -4,985
e       98,089
      744
      -801
      -7,479
      39,583
      -7,089
      -4,260
      3,692
      186,748
      102,409
      27,544
      -5,600
      431
      -9,592
      -160
      -1,731
      -1,188
      -86,549
      20,109
      101,932
      140
      218,780
      36,167
      86,553
      116,036
      75,745
      72,522
      87,469
      7,403
      95,966
      -5,672
      -14,790
      -839
      129
      2,532
      -4,113
      31,310
      8,595
      -522
      372
      70,148
      90,064
      89,655
      -705
      -6,191
      -7,990
      -5,902
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,493,487
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 24,661
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 24,661
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 24,661
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 44,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 54,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 811
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 28,528
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow28,528 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrow  
14
The books are in care ofright arrowLINDA C PLUM Telephone no.right arrow (412) 913-5768

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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 S MCHOLME TRUSTEE
1
13,447    
2120 LAWNVIEW DRIVE
MCKEESPORT,PA15135
DREW J GILBERT TRUSTEE
1
13,447    
53 FINNEY ROAD
ELIZABETH,PA15037
LINDA C PLUM TRUSTEE
1
13,447    
803 GOLFVIEW DRIVE
MCKEESPORT,PA15135
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
9,284,871
b
Average of monthly cash balances.......................
1b
1,087,033
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,371,904
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
10,371,904
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
155,579
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,216,325
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
510,816
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
510,816
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
24,661
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,661
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
486,155
4
Recoveries of amounts treated as qualifying distributions................
4
2,500
5
Add lines 3 and 4............................
5
488,655
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
488,655
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
471,707
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
471,707
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 488,655
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 105,991
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 471,707
a Applied to 2023, but not more than line 2a 105,991
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 2024 distributable amount..... 365,716
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
122,939
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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,PA14314
(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 AND RELIGIOUS ORGANIZATIONS SHOULD SUBMIT APPLICATIONS.
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 DISTRIBUTIONS BY THE T/U/W OF EDWIN R.CRAWFORD.
Form 990-PF (2024)
Form 990-PF (2024)
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

PENN STATE GREATER ALLEGHENY

4000 UNIVERSITY DR
WHITE OAK,PA15131
NONE PC SCIENCE BLDG AND 35,000

YOUNG LIFE CAPERNAUM

PO BOX 62038
PITTSBURGH,PA15241
NONE PC GENERAL 3,000

SAMPSON MILLS PRESBYTERIAN CHURCH

1665 LINCOLN WAY
MCKEESPORT,PA15131
NONE PC GENERAL CHURCH OPERATIONS 5,000

BETHESDA UNITED PRESBYTERIAN CHURCH

314 S 3RD AVENUE
ELIZABETH,PA15037
NONE PC GENERAL CHURCH OPERATIONS 7,000

OLIVET UNITED PRESBYTERIAN CHURCH

726 FOURTH ST - BOX 526
WEST ELIZABETH,PA15088
NONE PC GENERAL CHURCH OPERATIONS 4,000

CHRIST UNITED METHODIST CHURCH OF
NORTH HUNTINGDON
2800 COULTERVILLE RD
MCKEESPORT,PA15131
NONE PC GENERAL CHURCH OPERATIONS 5,000

GIRL SCOUTS OF SOUTHWESTERN PA

PO BOX 487
MCKEESPORT,PA15134
NONE PC GENERAL PURPOSES 2,500

MCKEESPORT AREA SHARED MINISTRIES
CHRISTY PARK CAMPUS
436 29 STREET
MCKEESPORT,PA15132
NONE PC GENERAL OPERATIONS 5,000

MCKEESPORT SHARED MINISTRIES
CALVARY-FIRST CAMPUS
1406 CORNELL AVE
MCKEESPORT,PA15132
NONE PC GENERAL OPERATIONS 5,000

THE ROCK OF THE REDEEMER CHURCH

999 ROCK RUN ROAD
ELIZABETH,PA15037
NONE PC GENERAL CHURCH OPERATIONS 10,000

LIBERTY PRESBYTERIAN CHURCH

900 ELIZABETH STREET
MCKEESPORT,PA15133
NONE PC GENERAL CHURCH OPERATIONS 3,000

ELIZABETH GUARDIAN ANGELS
STEPHANIE SQUIBB PRESIDENT
1634 FALLEN TIMBER RD
ELIZABETH,PA15037
NONE PC GENERAL SUPPORT 3,000

FREE HUNGARIAN REFORMED CHURCH

101 UNIVERSITY DR
MCKEESPORT,PA15132
NONE PC GENERAL OPERATIONS OF 3,000

FRIENDS OF MT VERNON CEMETERY

2300 GREENOCK BUENA VISTA RD
MCKEESPORT,PA15135
NONE PC GENERAL UPKEEP OF CEMETERY 3,000

JUNIOR ACHIEVEMENT

90 EMERSON LN - STE 1403
BRIDGEVILLE,PA15017
NONE PC GENERAL OPERATIONS 2,500

LINWAY UNITED PRESBYTERIAN CHURCH

600 LINCOLN HIGHWAY
NORTH VERSAILLES,PA15137
NONE PC GENERAL CHURCH OPERATIONS 2,000

MCKEESPORT PRESBYTERIAN CHURCH

1510 VERSAILLES AVE
MCKEESPORT,PA15132
NONE PC GENERAL OPERATOINS OF 7,500

MEALS ON WHEELS - ELIZABETH FORWARD
FRED A BRASSART
100 TIMOTHY DR
MCKEESPORT,PA15132
NONE PC GENERAL OPERATIONS 4,000

MERRITT THE OUTPOST
REV R PAUL WALTER
2801 DOUGLAS RUN RD
ELIZABETH,PA15034
NONE PC GENERAL OPERATIONS 3,000

MYARC

PO BOX 56
BOSTON,PA15135
NONE PC GENERAL OPERATIONS 5,000

PEACE EVANGELICAL LUTHERAN CHURCH

641 ZIMMER HILL DR
GREENOCK,PA15047
NONE PC GENERAL CHURCH OPERATIONS 5,000

SAVE SPORTS ARTS & VIDEO EDUCATION
JIM MILLER PRESIDENT
3213 ORCHARD ST
MCKEESPORT,PA15132
NONE PC GENERAL OPERATIONS 2,000

SAINT JOHN THE BAPTIST CHURCH

209 BRIDGE ST
WILMERDING,PA15148
NONE PC GENERAL CHURCH OPERATIONS 1,500

YMCA

680 ANDERSON DR - STE 400
PITTSBURGH,PA15220
NONE PC GENERAL OPERATIONS 3,000

CALVARY CHURCH - IRWIN

8653 PENNSYLVANIA AVE
IRWIN,PA15642
NONE PC GENERAL CHURCH OPERATIONS 2,000

MAKE A WISH FOUNDATION

707 GRANT ST - 37TH FLOOR
PITTSBURGH,PA15219
NONE PC GENERAL OPERATIONS 5,000

FAITH LUTHERAN CHURCH
DR WENDY S FARONE VICAR
1656 LINCOLN WAY
MCKEESPORT,PA15131
NONE PC GENERAL CHURCH OPERATIONS 5,000

NEW HOPE PRESBYTERIAN CHURCH
REV DR BRENDA BARNES
12727 LINCOLN WAY
NORTH HUNTINGDON,PA15642
NONE PC GENERAL CHURCH OPERATIONS 5,000

CHRIST LUTHERAN CHURCH-DUQUESNE
PASTOR JOHN J GROPP
405 KENNEDY AVE
DUQUESNE,PA15110
NONE PC GENERAL CHURCH OPERATIONS 3,000

CALVARY BAPTIST CHURCH-WEST MIFFLIN
DENNIS MORIARTY
120 ANBORN DR
WEST MIFFLIN,PA15122
NONE PC GENERAL CHURCH OPERATIONS 2,000

BOSTON UNITED PRESBYTERIAN CHURCH
CHERLY KORMOS
6103 SMITHFIELD ST
MCKEESPORT,PA15135
NONE PC GENERAL CHURCH OPERATIONS 3,000

DORMITION OF THE HOLY VIRGIN RUSSIAN
ORTHODOX CHURCH
330 SHAW AVE
MCKEESPORT,PA15132
NONE PC GENERAL CHURCH OPERATIONS 5,000

ELRAMA COMMUNITY CHURCH
REV JUDE A URSO
PO BOX 192
ELRAMA,PA15038
NONE PC GENERAL CHURCH OPERATIONS 4,000

HIGHLAND GROVE UNITED METHODIST CHURCH

2909 HIGHLAND AVE
MCKEESPORT,PA15132
NONE PC GENERAL CHURCH OPERATIONS 7,500

MCKEESPORT SHARED MINITRIES-BEULAH PARK

1615 GRANDVIEW AVE
MCKEESPORT,PA15132
NONE PC GENERAL CHURCH OPERATIONS 5,000

THE 9TH STREET CLINIC

1305 FIFTH AVENUE
MCKEESPORT,PA15132
NONE PC GENERAL OPERATIONS OF 7,000

ST JOHNS EVANGELICAL LUTHERAN CHURCH
- NORTH
715 LINCOLN HIGHWAY
NORTH VERSAILLES,PA15137
NONE PC GENERAL CHURCH OPERATIONS 2,000

CENTRAL HIGHLANDS UNITED METHODIST CHURC

100 TIMOTHY DR
ELIZABETH,PA15037
NONE PC GENERAL CHURCH OPERATIONS 2,500

IN CARE OF CATS INC

723 FALLEN TIMBER RD
ELIZABETH,PA15037
NONE PC GENERAL OPERATIONS 10,000

CARNEGIE FREE LIBRARY OF MCKEESPORT

1507 LIBRARY AVE
MCKEESPORT,PA15132
NONE PC GENERAL FUNDS 20,000

EAST SUBURBAN SEVENTH DAY ADVENTIST
CHURCH
1209 LUEHM AVE
NORTH VERSAILLES,PA15137
NONE PC GENERAL CHURCH OPERATIONS 3,000

GARDEN CLUB OF MCKEESPORT

1400 PINOAK DRIVE
MCKEESPORT,PA15122
NONE PC GENERAL OPERATIONS 4,000

WEST SIDE UNITED METHODIST CHURCH

307 ATLANTIC AVE
MCKEESPORT,PA15132
NONE PC GENERAL CHURCH OPERATIONS 4,500

GREENOCK UNITED METHODIST CHURCH

1213 GREENOCK BUENA VISTA RD
MCKEESPORT,PA15135
NONE PC GENERAL CHURCH OPERATIONS 5,000

HUMANE ANIMAL RESCUE OF PITTSBURGH

6000 VERONA RD
VERONA,PA15147
NONE PC GENERAL OPERATIONS 1,000

ST STEPHENS EPISCOPAL CHURCH

220 8TH STREET
MCKEESPORT,PA15132
NONE PC GENERAL CHURCH OPERATIONS 7,500

UNIVERSITY OF PITTSBURGH
CRAWFORD SCHOLARSHIP
128 N CRAIG STREET
PITTSBURGH,PA15260
NONE PC EDUCATIONAL SCHOLARSHIP 5,000

ST ANTHONY SCHOOL PROGRAMS

2000 CORPORATE DR STE 580
WEXFORD,PA15090
NONE PC EDUCATIONAL SCHOLARSHIP 10,000

GOODWILL OF SOUTHWESTERN PA

118 52ND STREET
PITTSBURGH,PA15201
NONE PC GENERAL OPERATIONS 2,000

MCKEESPORT AREA MEALS ON WHEELS INC

1406 CORNELL AVE
MCKEESPORT,PA15132
NONE PC GENERAL OPERATIONS 12,000

PARK BAPTIST CHURCH

749 CENTER ST
MCKEESPORT,PA15132
NONE PC GENERAL CHURCH OPERATIONS 5,000

DRAVOSBURG UNITED METHODIST CHURCH

109 MAPLE AVE
DRAVOSBURG,PA15034
NONE PC GENERAL CHURCH OPERATIONS 3,000

MCKEESPORT HOSPITAL JUNIOR COMMITTEE

1500 5TH AVENUE
MCKEESPORT,PA15132
NONE PC GENERAL FUND 1,000

ELIZABETH TOWNSHIP HISTORICAL SOCIETY

5811 SMITHFIELD ST
MCKEESPORT,PA15135
NONE PC LOG HOUSE & GENERAL FUND 8,000

MCKEESPORT HOSPITAL FOUNDATION

1500 5TH AVE
MCKEESPORT,PA15132
NONE PC GENERAL FUND 5,000

COMMUNITY COLLEGE OF ALLEGHENY COUNTY
EDUCATIONAL FOUNDATION (AKA CCAC)
808 RIDGE AVE RM 102
PITTSBURGH,PA15212
NONE PC EDUCATIONAL SCHOLARSHIP 3,000

PORT VUE UNITED METHODIST CHURCH

1565 WASHINGTON BLVD
MCKEESPORT,PA15133
NONE PC GOOD SAMARITAN FOOD PANTRY 3,000

GREATER PITTSBURGH COMMUNITY FOOD BANK

1 NORTH LINDEN STREET
DUQUESNE,PA15110
NONE PC GENERAL FUNDS FOR FOOD BANK 10,000

HERITAGE COMMUNITY INITIATIVES

820 BRADDOCK AVENUE
BRADDOCK,PA15104
NONE PC GENERAL FUND 2,500

ELIZABETH BAPTIST CHURCH

735 BUNOLA RIVER RD
ELIZABETH,PA15037
NONE PC GENERAL CHURCH OPERATIONS 7,500

MCKEESPORT HISTORY & HERITAGE CENTER

1832 ARBORETUM DR
MCKEESPORT,PA15132
NONE PC GENERAL FUND 20,000

MON YOUGH TRAIL COUNCIL

PO BOX 14
MCKEESPORT,PA15135
NONE PC GENERAL FUND 3,000

CENTRAL FOOD PANTRY OF ELIZABETH
TOWNSHIP
PO BOX 47
BEUNA VISTA,PA15018
NONE PC GENERAL FUND FOR FOOD 2,500

JAMIE'S DREAM TEAM

4617 WALNUT STREET
MCKEESPORT,PA15132
NONE PC GENERAL FUND 5,000

THE JODIE MATTA-DILLINGER FOUNDATION
CANCER CARE COMMITTEE
1165 HUSTON DR
WEST MIFFLIN,PA15122
NONE PC GENERAL FUNDS CANCER CARE 2,500

STEEL VALLEY TRAIL COUNCIL

PO BOX 318
HOMESTEAD,PA15120
NONE PC GENERAL OPERATIONS 2,500

GROW PITTSBURGH

6587 HAMILTON AVE 2W
PITTSBURGH,PA15206
NONE PC GENERAL OPERATIONS 10,000

MON YOUGH CHORALE
DONNA R DINEEN PRESIDENT
1822 PENNSYLVANIA AVE
IRWIN,PA15642
NONE PC GENERAL FUND 2,000

MARY OF NAZARETH CATHOLIC SCHOOL

1640 FAWCETT AVE
WHITE OAK,PA15131
NONE PC GENERAL FUND 2,000

WAYPOINT YOUTH AND COMMUNITY CENTER INC

320 MALLARD ST
WEST NEWTON,PA15089
NONE PC GENERAL OPERATIONS 5,000

WILMERDING COMMUNITY CENTER INC

1 MEMORIAL FIELD
WILMERDING,PA15148
NONE PC GENERAL FUND 5,000

MCKEESPORT AGAPE CENTER

1201 PRESCOTT STREET
WHITE OAK,PA15131
NONE PC GENERAL OPERATIONS 3,000

LAROSA YOUTH DEVELOPMENT FOUNDATION

108 MARSHALL DRIVE
MCKEESPORT,PA15132
NONE PC GENERAL OPERATIONS 5,000

FRIENDS OF CAMP SOLES

134 CAMP SOLES LANE
ROCKWOOD,PA15557
NONE PC GENERAL OPERATIONS 16,000

LIONS DIABETES BOARD OF ALLEGHENY
AND WESTMORELAND COUNTIES
1006 HARVARD RD
MONROEVILLE,PA15146
NONE PC GENERAL OPERATIONS 5,000

PITTSBURGH DREAM CENTER

908 EVANS AVE
MCKEESPORT,PA15132
NONE PC GENERAL OPERATIONS 5,000

ELIZABETH FORWARD SWIM CLUB

PO BOX 45
MCKEESPORT,PA15135
NONE PC GENERAL FUND 3,000

WOMANS CLUB OF ELIZABETH
JOEY BAILA PRESIDENT
2120 LEWIS ST
WHITE OAK,PA15131
NONE PC GENERAL FUND 3,000
Total .................................right arrow 3a 418,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 333,000  
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 1,493,487  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 CAPITA
    14 2,337  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,828,824  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,828,824
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 10,455     10,455

TY 2024 InvestmentsCorpBondsSchedule
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Name of Bond End of Year Book Value End of Year Fair Market Value
FIDELITY TOTAL BOND ETF 763,483 754,354
ISHARES CORE U.S. AGGREGATE BO 703,871 697,680
PIMCO ETF TRUST 1,524,276 1,501,153
VANGUARD TOTAL BOND MARKET ETF 762,907 756,349
AMTRUST FINANCIAL SVCS INC 7.6 25,000 14,500
AMTRUST FINANCIAL SVCS INC 7.5 16,250 9,425
PS BUSINESS PARKS INC 5.250% P 54,000 28,339
FEDERAL HOME LOAN MORTGAGE 4% 49,500 48,585

TY 2024 InvestmentsCorpStockSchedule
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Name of Stock End of Year Book Value End of Year Fair Market Value
PRIOR TRUSTEE INVESTMENT IN ST    
AMAZON COM INC 81,413 94,996
HOME DEPOT INC 34,066 37,343
LOWES COS INC 13,043 107,358
TJX COMPANIES INC 33,501 36,485
TESLA INC 34,549 46,845
TRACTOR SUPPLY COMPANY 32,623 30,510
COSTCO WHSL CORP NEW 25,787 27,488
PEPSICO INCORPORATED 10,131 24,025
PHILIP MORRIS INTERNATIONAL, I 40,916 243,227
PROCTER & GAMBLE CO 8,632 25,818
WAL-MART STORES INC 26,524 35,056
CHEVRON CORPORATION 6,644 25,782
EXXON MOBIL CORP 28,176 27,108
WILLIAMS COS INC DEL COM 28,005 35,773
AMERIPRISE FINL INC 29,031 35,140
BERKSHIRE HATHAWAY INC0CL B 28,186 31,276
BLACKROCK INC 28,251 36,904
CITIGROUP INC 28,193 33,224
EAST WEST BANCORP INC 28,326 38,400
GOLDMAN SACHS GROUP INC 28,610 36,075
JPMORGAN CHASE & CO 23,347 34,998
MASTERCARD INC CLASS A 28,424 33,174
METLIFE INC 28,994 33,489
CHARLES SCHWAB CORP 28,397 28,790
MEDTRONIC PLC 29,004 28,677
ABBOTT LABORATORIES 18,446 95,012
ABBVIE INC 28,811 30,031
CENCORA INC 28,964 27,411
JOHNSON & JOHNSON 11,267 28,490
ELI LILLY & CO 13,663 264,024
STRYKER CORPORATION 28,267 29,884
UNITEDHEALTH GROUP INC 28,407 29,846
ZOETIS INC 28,592 27,372
DOVER CORP COM 23,759 24,388
EMERSON ELECTRIC CO 12,447 26,893
FEDEX CORP 23,753 26,164
L3 HARRIS TECHNOLOGIES INC 23,543 22,079
LOCKHEED MARTIN 23,391 24,297
MSA SAFETY INC 11,277 95,649
RB GLOBAL INC 22,035 25,980
RAYTHEON TECH CORP 23,490 25,690
REPUBLIC SERVICES INC 23,228 24,343
ACCENTURE, PLC 27,382 26,384
APPLE INC 134,368 159,267
APPLIED MATERIALS INC 41,584 28,460
BROADCOM INC 39,109 53,323
LAM RESEARCH CORP 42,509 28,892
MICROSOFT CORP 119,944 112,541
MOTOROLA SOLUTIONS INC 42,890 51,308
NVIDIA CORP 132,039 136,304
ORACLE CORP 24,012 20,830
QUALCOMM INC 41,139 29,341
EASTMAN CHEMICAL COMPANY 24,322 22,556
VULCAN MATERIALS CO W/1RT/SH 23,679 24,694
AT&T INC 12,282 112,324
ALPHABET IINC - CL A 93,245 98,057
COMCAST CORP NEW 30,312 29,874
META PLATFORMS INC CLASS A 49,132 57,965
NETFLIX INC 30,069 39,218
AMERICAN ELECTRIC POWER INC 17,236 103,298
EDISON INTL 27,439 30,499
PUBLIC SERV ELEC GAS 27,397 31,515
FIDELITY ENHANCED INT ETF 237,246 230,784
INNOVATOR EDP 125,277 130,596
ISHARES MSCI EMERGING MKT ETF 241,353 236,158
ISHARES CORE S&P MIDCAP ETF 334,259 384,453
ISHARES S&P SMALLCAP 600 ETF 375,478 392,555
ISHARES CORE MSCI EAFE ETF 677,706 697,599
SPDR S&P 500 TRSUT ETF 515,228 812,893

TY 2024 InvestmentsOtherSchedule2
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DIGITAL REALTY TRUST INC REIT AT COST 21,444 25,890
MID-AMERICA APARTMENT COMM REI AT COST 21,888 24,113

TY 2024 LegalFeesSchedule
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 22,388     22,388


TY 2024 OtherAssetsSchedule
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
GNMA 5.000% DUE 07/20/51   99,375 96,976


TY 2024 OtherDecreasesSchedule
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Description Amount
2024 MUTUAL FD INCOME POSTED IN 2025 14,693
ACCD INT PD CARRYOVER TO 2025 125
UNDETERMINED/ROUNDING 799


TY 2024 OtherExpensesSchedule
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 125 0   0
OTHER NON-ALLOCABLE EXPENSE - 3,891 0   0


TY 2024 OtherIncomeSchedule2
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
DIGITAL REALTY TRUST INC REIT 19 19  
DIGITAL REALTY TRUST INC 5.250% PREFERRE 71 71  
MID-AMERICA APARTMENT COMM REIT 6 6  
PS BUSINESS PARKS 5.250% PREFERRED - CAL 2,241 2,241  


TY 2024 OtherIncreasesSchedule
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Description Amount
2023 MMUTUAL FD INCOME POSTED IN 2024 8,528
DELAYED MUTUAL FUND INCOME 120
2023 GRANT REDEPOSITED 2,500


TY 2024 OtherProfessionalFeesSchedule
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 23,870 23,870    


TY 2024 TaxesSchedule
Name:
E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX
EIN:
25-6031554
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 167 0   0
FEDERAL TAX PAYMENT - PRIOR YE 6,873 0   0
FEDERAL ESTIMATES - PRINCIPAL 10,000 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,173 0   0
FOREIGN TAXES ON NONQUALIFIED 517 0   0