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
M SCRAGG FBO ELM PARK CHURCH
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
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$3,566,581
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... 83,749 82,925  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 70,451
b Gross sales price for all assets on line 6a 643,900
7 Capital gain net income (from Part IV, line 2)... 70,451
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)....... 13 13  
12 Total. Add lines 1 through 11........ 154,213 153,389  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,837 31,070   7,767
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)... 2,418 653   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 4    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,259 31,727 0 7,767
25 Contributions, gifts, grants paid....... 150,613 150,613
26 Total expenses and disbursements. Add lines 24 and 25 191,872 31,727 0 158,380
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -37,659
b Net investment income (if negative, enter -0-) 121,662
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......... 73,281 77,223 77,223
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)....... 370,106 Click to see attachment
List of Attached Documents:
// Content
337,586
534,234
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).......... 2,341,111 Click to see attachment
List of Attached Documents:
// Content
2,329,805
2,955,124
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) 2,784,498 2,744,614 3,566,581
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........ 2,784,498 2,744,614
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)..... 2,784,498 2,744,614
30 Total liabilities and net assets/fund balances (see instructions). 2,784,498 2,744,614
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
2,784,498
2
Enter amount from Part I, line 27a .....................
2
-37,659
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,046
4
Add lines 1, 2, and 3 ..........................
4
2,749,885
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,271
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,744,614
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 1. AMGEN INC   2023-10-11 2024-01-03
b 2. THE CIGNA GROUP   2022-06-30 2024-01-03
c 5. CHEVRON CORPORATION   2018-06-28 2024-01-03
d 1. ELI LILLY & CO   2018-10-15 2024-01-03
e 8. MERCK & CO INC   2022-11-22 2024-01-03
5. NEXTERA ENERGY INC   2010-08-13 2024-01-03
1. UNITEDHEALTH GROUP INC   2021-07-26 2024-01-03
1. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2022-11-11 2024-01-03
17. ABBVIE INC   2017-06-20 2024-01-18
8. THE CIGNA GROUP   2021-06-22 2024-01-18
5. JOHNSON & JOHNSON   2023-10-11 2024-01-18
29. JOHNSON & JOHNSON   2021-06-22 2024-01-18
42. AMERICAN WATER WORKS CO INC   2015-12-17 2024-01-19
21. EXXON MOBIL CORP   2022-05-24 2024-01-19
34. TOTALENERGIES SE   2015-09-09 2024-01-19
1. BROADCOM INC   2020-12-22 2024-02-15
1. ELI LILLY & CO   2018-10-15 2024-02-15
3. EXTRA SPACE STORAGE INC   2021-12-13 2024-02-16
1. HOME DEPOT INC   2010-08-13 2024-02-16
2. HUBBELL INC   2020-09-03 2024-02-16
1. ELI LILLY & CO   2018-10-15 2024-02-16
2. NEXSTAR MEDIA GROUP INC   2022-05-24 2024-02-16
6. SERVICE CORP INTERNATIONAL   2021-12-13 2024-02-16
1. BANK OF AMERICA XXX-XX-XXXX   2001-01-01 2024-03-20
1. BROADCOM INC   2020-06-16 2024-03-28
4. DEERE & CO   2023-05-15 2024-03-28
12. DEERE & CO   2021-03-01 2024-03-28
5. MCDONALD'S CORP   2022-06-27 2024-03-28
3859.945 ALLIANCE BERNSTEIN CAP FUND INC CONCENTRATED GROWTH FUND   2023-08-09 2024-05-01
30. COMCAST CORPORATION CL A   2023-08-17 2024-05-01
19. COMCAST CORPORATION CL A   2018-11-19 2024-05-01
48. INTERPUBLIC GROUP COMPANIES INC   2023-08-17 2024-05-01
13. INTERPUBLIC GROUP COMPANIES INC   2020-11-25 2024-05-01
4. MCDONALD'S CORP   2015-10-28 2024-05-01
18. MOTOROLA SOLUTIONS INC   2020-05-21 2024-05-01
106. VANGUARD UTILITIES ETF   2017-10-11 2024-05-01
1. WELLS FARGO & CO XXX-XX-XXXX CLASS ACTION   2001-01-01 2024-05-14
8. ISHARES CORE S&P 500 ETF   2022-03-01 2024-06-11
2271.466 TRANSAMERICA SM CAP GROW-I2   2019-10-24 2024-06-11
433.969 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705   2018-12-27 2024-06-11
476.904 ALLSPRING SPECIAL MID CAP VALUE FUND CL R6   2022-03-01 2024-06-11
11. ATMOS ENERGY CORP   2024-01-19 2024-06-21
127. INTERPUBLIC GROUP COMPANIES INC   2020-11-25 2024-06-21
21. INTERPUBLIC GROUP COMPANIES INC   2020-11-30 2024-06-21
2. ELI LILLY & CO   2018-10-15 2024-06-21
19. SNAP ON INC   2023-08-16 2024-06-21
8. CHEVRON CORPORATION   2018-06-28 2024-06-24
33. EXXON MOBIL CORP   2022-04-28 2024-06-24
127. TOTALENERGIES SE   2015-09-09 2024-06-24
4. TOTALENERGIES SE   2020-03-02 2024-06-24
3. AMERIPRISE FINANCIAL INC   2017-03-31 2024-06-25
36. BANK OF AMERICA CORP   2023-12-19 2024-06-25
2. BROADCOM INC   2020-06-16 2024-06-25
6. MARSH & MCLENNAN COMPANIES INC   2019-02-25 2024-06-25
18. MERCK & CO INC   2021-11-18 2024-07-17
2. APPLE INC   2020-06-16 2024-07-22
4. BROADCOM INC   2020-06-16 2024-07-22
1. CINTAS CORP   2023-03-08 2024-07-22
3. JPMORGAN CHASE & CO   2023-11-27 2024-07-22
1. MICROSOFT CORP   2022-11-11 2024-07-22
12. ABBOTT LABORATORIES INC   2016-06-07 2024-08-19
6. ABBVIE INC   2017-06-20 2024-08-19
2. AIR PRODUCTS & CHEMICALS INC   2023-10-10 2024-08-19
5. AIR PRODUCTS & CHEMICALS INC   2022-11-22 2024-08-19
4. AMERICAN EXPRESS CO   2024-01-18 2024-08-19
3. AMERIPRISE FINANCIAL INC   2017-03-31 2024-08-19
4. AMGEN INC   2023-10-11 2024-08-19
5. APPLE INC   2020-06-16 2024-08-19
5. ATMOS ENERGY CORP   2024-01-19 2024-08-19
47. BANK OF AMERICA CORP   2023-11-27 2024-08-19
2. BLACKROCK INC EXCH 10/02/2024   2022-03-17 2024-08-19
8. BLACKSTONE INC   2021-11-09 2024-08-19
11. BROADCOM INC   2020-06-16 2024-08-19
4. CDW CORP/DE   2024-02-15 2024-08-19
3. THE CIGNA GROUP   2021-06-22 2024-08-19
4. CME GROUP INC A DERIVATIVIES EXCHANGE   2023-10-11 2024-08-19
35. CSX CORP   2024-03-28 2024-08-19
2. CATERPILLAR INC   2024-06-21 2024-08-19
11. CHEVRON CORPORATION   2018-06-28 2024-08-19
2. CINTAS CORP   2023-03-08 2024-08-19
19. COCA COLA CO   2022-04-28 2024-08-19
19. COMCAST CORPORATION CL A   2018-11-19 2024-08-19
6. CONOCOPHILLIPS   2024-06-24 2024-08-19
10. DISNEY WALT CO   2024-03-28 2024-08-19
15. EASTMAN CHEM CO   2022-02-15 2024-08-19
7. EXTRA SPACE STORAGE INC   2014-11-18 2024-08-19
14. EXXON MOBIL CORP   2022-03-17 2024-08-19
5. THE HERSHEY COMPANY   2022-09-01 2024-08-19
3. HOME DEPOT INC   2010-08-13 2024-08-19
6. HONEYWELL INTL INC   2023-10-11 2024-08-19
3. HUBBELL INC   2020-09-03 2024-08-19
4. ILLINOIS TOOL WORKS INC   2024-03-28 2024-08-19
4. JPMORGAN CHASE & CO   2023-11-27 2024-08-19
11. JPMORGAN CHASE & CO   2023-08-16 2024-08-19
6. JOHNSON & JOHNSON   2020-05-21 2024-08-19
2. ELI LILLY & CO   2018-10-15 2024-08-19
5. MARSH & MCLENNAN COMPANIES INC   2019-02-25 2024-08-19
4. MCDONALD'S CORP   2024-07-17 2024-08-19
17. MERCK & CO INC   2021-11-18 2024-08-19
3. MICROSOFT CORP   2020-04-07 2024-08-19
15. MONDELEZ INTERNATIONAL   2021-04-30 2024-08-19
16. MORGAN STANLEY   2020-01-24 2024-08-19
2. MOTOROLA SOLUTIONS INC   2020-05-21 2024-08-19
6. NEXSTAR MEDIA GROUP INC   2022-05-24 2024-08-19
14. NEXTERA ENERGY INC   2024-05-01 2024-08-19
3. NEXTERA ENERGY INC   2010-08-13 2024-08-19
15. PACCAR INC   2023-06-22 2024-08-19
3. PARKER HANNIFIN CORP   2024-01-19 2024-08-19
6. PEPSICO INC   2010-09-02 2024-08-19
7. PHILIP MORRIS INTERNAT-W/I   2024-06-21 2024-08-19
11. PROCTER & GAMBLE CO   2024-06-25 2024-08-19
4. PROLOGIS INC   2023-04-27 2024-08-19
12. SHELL PLC-W/I-ADR SEDOL BPK3CG3   2024-06-24 2024-08-19
18. SCHLUMBERGER LTD SEDOL 2779201   2022-11-11 2024-08-19
12. SEMPRA   2024-01-19 2024-08-19
13. SERVICE CORP INTERNATIONAL   2024-06-25 2024-08-19
8. SIMON PROPERTY GROUP INC   2023-09-15 2024-08-19
10. TJX COMPANIES INC NEW   2024-06-24 2024-08-19
5. TAIWAN SEMICONDUCTOR MTG CO ADR   2024-05-01 2024-08-19
4. THE TRAVELERS COS INC   2024-03-28 2024-08-19
23. US BANCORP DEL COM NEW   2022-03-17 2024-08-19
7. UNITED PARCEL SERVICE CL B   2023-06-22 2024-08-19
4. UNITEDHEALTH GROUP INC   2024-07-17 2024-08-19
10. VERIZON COMMUNICATIONS INC   2010-08-13 2024-08-19
1. VISA INC CLASS A SHARES   2023-02-08 2024-08-19
12. WEC ENERGY GROUP INC   2022-09-19 2024-08-19
4. ACCENTURE PLC CLASS A SEDOL B4BNMY3   2019-04-05 2024-08-19
11. JOHNSON CTLS INTL PLC SEDOL BY7QL61   2024-06-21 2024-08-19
9. MEDTRONIC PLC SEDOL BTN1Y11   2024-01-18 2024-08-19
3. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2023-05-15 2024-08-19
4. CHUBB LTD SEDOL B3BQMF6   2023-11-27 2024-08-19
2. CHUBB LTD SEDOL B3BQMF6   2022-09-01 2024-08-19
363.985 WASATCH INTL OPPORTUNIT-INST   2023-09-26 2024-08-20
4628.588 WASATCH INTL OPPORTUNIT-INST   2018-12-27 2024-08-20
7968.561 WESTERN ASSET CORE PLUS BOND FUND CLASS IS   2019-10-10 2024-08-26
10. BROADCOM INC   2020-06-16 2024-08-29
2. ELI LILLY & CO   2018-10-15 2024-08-29
38. UNITED PARCEL SERVICE CL B   2020-10-29 2024-08-29
6. AIR PRODUCTS & CHEMICALS INC   2023-10-10 2024-09-19
33. AIR PRODUCTS & CHEMICALS INC   2016-03-31 2024-09-19
27. CDW CORP/DE   2023-12-19 2024-11-19
73. CSX CORP   2023-11-27 2024-11-19
154. CSX CORP   2023-07-10 2024-11-19
349. ISHARES MSCI USA MIN VOL FACTOR ETF   2023-09-26 2024-11-19
97. SCHLUMBERGER LTD SEDOL 2779201   2022-11-11 2024-11-19
90. COCA COLA CO   2022-04-28 2024-11-20
25. THE HERSHEY COMPANY   2021-05-13 2024-11-20
7. HONEYWELL INTL INC   2023-10-11 2024-12-12
15. BROADCOM INC   2020-06-16 2024-12-24
17. THE CIGNA GROUP   2021-06-22 2024-12-24
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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 302   282 20
b 612   528 84
c 753   629 124
d 613   111 502
e 922   854 68
306   65 241
542   413 129
340   289 51
2,755   1,229 1,526
2,415   2,031 384
802   787 15
4,652   4,835 -183
5,269   2,499 2,770
2,032   2,043 -11
2,161   1,543 618
1,263   431 832
759   111 648
423   639 -216
363   28 335
724   294 430
781   111 670
347   337 10
435   411 24
42     42
1,322   310 1,012
1,643   1,489 154
4,928   4,312 616
1,413   1,237 176
206,430   195,622 10,808
1,151   1,398 -247
729   728 1
1,462   1,552 -90
396   299 97
1,088   719 369
6,096   3,212 2,884
15,320   12,612 2,708
17     17
4,282   3,471 811
15,037   15,287 -250
13,075   10,736 2,339
23,273   22,266 1,007
1,295   1,244 51
3,726   2,902 824
613   471 142
1,781   222 1,559
5,047   5,110 -63
1,260   1,006 254
3,714   2,999 715
8,527   5,695 2,832
268   175 93
1,316   391 925
1,424   1,204 220
3,183   620 2,563
1,283   587 696
2,266   1,657 609
448   175 273
640   124 516
769   438 331
634   459 175
443   243 200
1,337   1,048 289
1,177   430 747
548   578 -30
1,370   1,540 -170
1,012   716 296
1,301   391 910
1,302   1,128 174
1,124   438 686
647   565 82
1,864   1,496 368
1,736   1,474 262
1,071   1,121 -50
1,816   341 1,475
875   969 -94
1,025   709 316
835   867 -32
1,173   1,295 -122
687   654 33
1,611   1,383 228
1,533   876 657
1,309   1,249 60
762   728 34
672   690 -18
907   1,225 -318
1,464   1,849 -385
1,179   872 307
1,665   1,196 469
981   1,131 -150
1,093   83 1,010
1,191   1,152 39
1,122   442 680
969   1,072 -103
859   612 247
2,364   1,652 712
957   882 75
1,839   222 1,617
1,113   465 648
1,152   1,033 119
1,937   1,406 531
1,258   652 606
1,060   908 152
1,625   871 754
841   276 565
997   1,012 -15
1,108   954 154
237   39 198
1,434   1,171 263
1,759   1,398 361
1,040   384 656
829   701 128
1,853   1,851 2
498   487 11
877   856 21
813   983 -170
967   873 94
980   948 32
1,277   1,109 168
1,122   1,111 11
872   677 195
874   919 -45
1,001   1,293 -292
902   1,205 -303
2,316   2,282 34
408   300 108
266   231 35
1,082   1,215 -133
1,318   935 383
775   749 26
763   779 -16
1,037   534 503
1,094   909 185
547   381 166
1,176   994 182
14,950   15,348 -398
75,940   95,848 -19,908
1,609   310 1,299
1,901   222 1,679
4,851   6,202 -1,351
1,742   1,733 9
9,582   5,577 4,005
4,715   6,114 -1,399
2,533   2,559 -26
5,344   5,173 171
31,762   25,592 6,170
4,163   5,298 -1,135
5,622   5,791 -169
4,270   4,454 -184
1,598   1,309 289
3,574   465 3,109
4,727   4,015 712
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
      16,520
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       20
b       84
c       124
d       502
e       68
      241
      129
      51
      1,526
      384
      15
      -183
      2,770
      -11
      618
      832
      648
      -216
      335
      430
      670
      10
      24
      42
      1,012
      154
      616
      176
      10,808
      -247
      1
      -90
      97
      369
      2,884
      2,708
      17
      811
      -250
      2,339
      1,007
      51
      824
      142
      1,559
      -63
      254
      715
      2,832
      93
      925
      220
      2,563
      696
      609
      273
      516
      331
      175
      200
      289
      747
      -30
      -170
      296
      910
      174
      686
      82
      368
      262
      -50
      1,475
      -94
      316
      -32
      -122
      33
      228
      657
      60
      34
      -18
      -318
      -385
      307
      469
      -150
      1,010
      39
      680
      -103
      247
      712
      75
      1,617
      648
      119
      531
      606
      152
      754
      565
      -15
      154
      198
      263
      361
      656
      128
      2
      11
      21
      -170
      94
      32
      168
      11
      195
      -45
      -292
      -303
      34
      108
      35
      -133
      383
      26
      -16
      503
      185
      166
      182
      -398
      -19,908
      1,299
      1,679
      -1,351
      9
      4,005
      -1,399
      -26
      171
      6,170
      -1,135
      -169
      -184
      289
      3,109
      712
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 70,451
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 1,691
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 1,691
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 1,691
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,323
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,323
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 9 368
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 2025 estimated taxright arrow0 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 arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 467-1575

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
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
PNC BANK N A TRUSTEE
8
38,837    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
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
3,501,945
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
3,501,945
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
3,501,945
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
52,529
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,449,416
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
172,471
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
172,471
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,691
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,691
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
170,780
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
170,780
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
170,780
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
158,380
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
158,380
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 7 170,780
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 150,613
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$ 158,380
a Applied to 2023, but not more than line 2a 150,613
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..... 7,767
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 ..........
163,013
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 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 (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

ELM PARK METHODIST CHURCH

150 N WASHINGTON AVE
SCRANTON,PA185031843
NONE PC GENERAL SUPPORT 150,613
Total .................................right arrow 3a 150,613
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 83,749  
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 70,451  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 CAPITA
    14 13  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   154,213  
13Total. Add line 12, columns (b), (d), and (e)..................
13
154,213
(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 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 7,850 10,863
260003108 DOVER CORP    
291011104 EMERSON ELECTRIC CO    
297178105 ESSEX PPTY TR INC RE    
369550108 GENERAL DYNAMICS COR    
437076102 HOME DEPOT INC 440 6,224
443510607 HUBBELL INC 3,681 10,472
460690100 INTERPUBLIC GROUP CO    
478160104 JOHNSON & JOHNSON 2,714 5,640
532457108 ELI LILLY & CO 1,554 10,808
539830109 LOCKHEED MARTIN CORP    
571748102 MARSH & MCLENNAN COM 3,624 8,284
580135101 MCDONALD'S CORP 3,372 8,697
594918104 MICROSOFT CORP 4,960 10,538
617446448 MORGAN STANLEY 4,575 10,560
620076307 MOTOROLA SOLUTIONS I 2,212 7,396
631103108 NASDAQ INC    
713448108 PEPSICO INC 3,469 6,082
718172109 PHILIP MORRIS INTERN 8,856 10,711
742718109 PROCTER & GAMBLE CO 9,260 13,244
747525103 QUALCOMM    
902973304 US BANCORP DEL COM N 3,136 5,548
911312106 UNITED PARCEL SERVIC    
87612E106 TARGET CORP    
89151E109 TOTALENERGIES SE    
00287Y109 ABBVIE INC 2,724 6,753
03076C106 AMERIPRISE FINANCIAL 2,996 12,246
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 1,859 13,910
17275R102 CISCO SYSTEMS INC    
20030N101 COMCAST CORPORATION 4,815 4,879
22822V101 CROWN CASTLE INC    
30225T102 EXTRA SPACE STORAGE 2,499 6,433
46625H100 JPMORGAN CHASE & CO 3,283 25,170
55261F104 M&T BK CORP    
58933Y105 MERCK & CO INC 4,147 11,042
65339F101 NEXTERA ENERGY INC 1,557 8,531
74144T108 PRICE T ROWE GROUP I    
87807B107 TC ENERGY CORPORATIO    
89832Q109 TRUIST FINANCIAL COR    
91324P102 UNITEDHEALTH GROUP I 7,015 11,635
92343V104 VERIZON COMMUNICATIO 1,562 2,079
G1151C101 ACCENTURE PLC CLASS 5,854 9,498
G29183103 EATON CORP PLC SEDOL 5,450 5,974
002824100 ABBOTT LABORATORIES 3,021 8,709
009158106 AIR PRODUCTS & CHEMI    
030420103 AMERICAN WATER WORKS    
03073E105 AMERISOURCEBERGEN CO    
037833100 APPLE INC 2,630 7,513
053611109 AVERY DENNISON CORP    
060505104 BANK OF AMERICA CORP 7,764 14,152
09260D107 BLACKSTONE INC 6,036 7,931
125523100 THE CIGNA GROUP    
244199105 DEERE & CO    
277432100 EASTMAN CHEM CO 8,405 7,945
38141G104 GOLDMAN SACHS GROUP    
427866108 THE HERSHEY COMPANY    
609207105 MONDELEZ INTERNATION 3,936 3,882
701094104 PARKER HANNIFIN CORP 4,630 9,540
744573106 PUBLIC SERVICE ENTER    
817565104 SERVICE CORP INTERNA 6,326 7,423
882508104 TEXAS INSTRUMENTS IN    
025537101 AMERICAN ELECTRIC PO    
126650100 CVS HEALTH CORPORATI    
191216100 COCA COLA CO    
30231G102 EXXON MOBIL CORP 8,907 11,510
35137L105 FOX CORP - CLASS A -    
65336K103 NEXSTAR MEDIA GROUP 5,873 5,529
806857108 SCHLUMBERGER LTD SED    
907818108 UNION PACIFIC CORP    
92939U106 WEC ENERGY GROUP INC 5,597 5,266
94106L109 WASTE MANAGEMENT INC    
H1467J104 CHUBB LTD SEDOL B3BQ 7,013 10,223
031162100 AMGEN INC 6,649 6,516
12514G108 CDW CORP/DE    
12572Q105 CME GROUP INC A DERI 6,278 6,735
126408103 CSX CORP    
172908105 CINTAS CORP 4,819 8,039
438516106 HONEYWELL INTL INC 5,044 6,099
452308109 ILLINOIS TOOL WORKS 7,196 7,353
693718108 PACCAR INC 5,989 8,426
74340W103 PROLOGIS INC 4,386 3,805
816851109 SEMPRA 5,665 6,930
828806109 SIMON PROPERTY GROUP 7,925 10,505
833034101 SNAP ON INC    
872540109 TJX COMPANIES INC NE 5,555 8,215
89417E109 THE TRAVELERS COS IN 5,845 7,227
92826C839 VISA INC CLASS A SHA 4,390 6,005
G8994E103 TRANE TECHNOLOGIES P 3,739 7,756
025816109 AMERICAN EXPRESS CO 4,651 7,717
049560105 ATMOS ENERGY CORP 4,636 5,710
09290D101 BLACKROCK FUNDING IN 4,755 8,201
149123101 CATERPILLAR INC 5,232 5,804
20825C104 CONOCOPHILLIPS 7,782 6,744
22160K105 COSTCO WHOLESALE COR 4,602 4,581
254687106 DISNEY WALT CO 6,881 7,015
754730109 RAYMOND JAMES FINANC 6,656 6,369
75513E101 RTX CORPORATION 7,388 7,175
780259305 SHELL PLC-W/I-ADR SE 5,706 5,012
863667101 STRYKER CORP 4,798 4,681
874039100 TAIWAN SEMICONDUCTOR 6,318 8,492
G51502105 JOHNSON CTLS INTL PL 5,104 5,920
G54950103 NEW LINDE PLC SEDOL 11,318 10,048
G5960L103 MEDTRONIC PLC SEDOL 4,677 4,314

TY 2024 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 30,488
461418444 WCM FOCUSED INTL GRO AT COST 31,364 44,087
464287200 ISHARES CORE S&P 500 AT COST 453,231 699,941
464287309 ISHARE S&P 500 GROWT AT COST 149,849 348,756
464287507 ISHARES CORE S&P MID AT COST 142,620 229,924
464287804 ISHARES CORE S&P SMA AT COST 99,155 149,556
557492485 MADISON MID CAP FUND AT COST 15,052 23,805
704329200 PAYDEN LOW DURATION      
936793686 WASATCH INTL OPPORTU      
46090E103 INVESCO QQQ TRUST ET      
00769G543 CAMBIAR INTL EQUITY      
09260B309 BLACKROCK CORE BOND AT COST 239,013 202,937
09260B325 BLACKROCK U.S. GOVER      
09260B382 BLACKROCK STRATEGIC AT COST 269,288 262,163
09260B465 BLACKROCK LOW DURATI AT COST 62,868 64,240
24610C840 DELAWARE VALUE FUND-      
46432F842 ISHARES CORE MSCI EA      
74256W584 PRINCIPAL MIDCAP FUN AT COST 17,841 29,148
74440Y884 PGIM HIGH YIELD FUND      
89154Q562 TOUCHSTONE SANDS EM      
89355J656 TRANSAMERICA SM CAP      
89609H704 TRIBUTARY SMALL COMP      
92204A876 VANGUARD UTILITIES E      
97717X669 WISDOMTREE U.S. QUAL AT COST 40,287 50,824
01878T855 ALLIANCE BERNSTEIN C      
04314H402 ARTISAN INTERNATIONA AT COST 63,459 65,897
413838566 OAKMARK INTL SM CAP- AT COST 10,407 13,938
543069405 LONGLEAF PARTNERS FD AT COST 25,329 20,902
741479406 T ROWE PR GROWTH STO      
90386H404 LYRICAL US VALUE EQU      
957663669 WESTERN ASSET CORE P      
00171A852 AMG RR SM CAP VAL-I AT COST 20,375 22,528
00770X675 PZENA EMERG MKTS VAL AT COST 22,545 26,008
464288877 ISHARES MSCI EAFE VA      
52106N616 LAZARD US CONCENTRAT      
89154M702 TOUCHSTONE SANDS EM AT COST 24,435 28,482
94987W513 ALLSPRING SPECIAL MI      
25434V807 DIMENSIONAL INTERNAT AT COST 21,576 23,417
46429B697 ISHARES MSCI USA MIN      
46432F339 ISHARES MSCI USA QUA AT COST 39,816 60,013
46434V456 ISHARES MSCI INTL QU AT COST 40,918 42,799
70432T875 PAYDEN LOW DURATION AT COST 62,831 64,244
922031828 VANGUARD INTM TERM T AT COST 102,904 101,239
04314H576 ARTISAN INTL SM/MID- AT COST 16,076 15,039
09252M883 BLACKROCK TOTAL RETU AT COST 80,000 76,765
411512460 HARBOR MID CAP VALUE AT COST 27,034 27,548
46429B267 ISHARES U S TREASURY AT COST 200,129 207,440
589619824 MERIDIAN SMALL CAP G AT COST 21,627 22,996

TY 2024 OtherDecreasesSchedule
Name:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Description Amount
RETURN OF CAPITAL ADJUSTMENT 220
ADJUSTMENT TO INCOME 8
2024 TRANSACTION POSTED IN 2025 3,263
COST BASIS ADJUSTMENT 1,780


TY 2024 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 4 4   0


TY 2024 OtherIncomeSchedule2
Name:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECTION 897 CAPITAL GAIN 13 13  


TY 2024 OtherIncreasesSchedule
Name:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Description Amount
2023 TRANSACTION POSTED IN 2024 3,046


TY 2024 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 198 198   0
FEDERAL TAX PAYMENT - PRIOR YE 442 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,323 0   0
FOREIGN TAXES ON QUALIFIED FOR 353 353   0
FOREIGN TAXES ON NONQUALIFIED 102 102   0