Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
PITTSBURGH
State or province
PA
Country  
ZIP or foreign postal code
15219
A Employer identification number

23-6940290
B Telephone number (see instructions)

4124671575
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,843,787
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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 90,291 90,067  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 150,475
b Gross sales price for all assets on line 6a 580,084
7 Capital gain net income (from Part IV, line 2)... 150,475
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 240,766 240,542  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,353 32,282   8,071
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)... 2,829 770   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)....... 6 6    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,188 33,058 0 8,071
25 Contributions, gifts, grants paid....... 163,013 163,013
26 Total expenses and disbursements. Add lines 24 and 25 ................ 206,201 33,058 0 171,084
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 34,565
b Net investment income (if negative, enter -0-) 207,484
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 77,223 99,229 99,229
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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)....... 337,586 Click to see attachment
List of Attached Documents:
// Content
286,156
479,373
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,329,805 Click to see attachment
List of Attached Documents:
// Content
2,392,493
3,265,185
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,744,614 2,777,878 3,843,787
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,744,614 2,777,878
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)..... 2,744,614 2,777,878
30 Total liabilities and net assets/fund balances (see instructions). 2,744,614 2,777,878
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
2,744,614
2
Enter amount from Part I, line 27a .....................
2
34,565
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
5
4
Add lines 1, 2, and 3 ..........................
4
2,779,184
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
1,306
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,777,878
Form 990-PF (2025)
Form 990-PF (2025)
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 27. HONEYWELL INTL INC   2023-10-10 2025-03-06
b 7. ILLINOIS TOOL WORKS INC   2024-03-28 2025-03-06
c 22. ILLINOIS TOOL WORKS INC   2023-11-27 2025-03-06
d 43. EXTRA SPACE STORAGE INC   2014-11-18 2025-03-07
e 79. SEMPRA   2023-08-17 2025-03-07
1. ELI LILLY & CO   2018-10-15 2025-03-10
24. MERCK & CO INC   2010-08-13 2025-03-10
3. MICROSOFT CORP   2024-12-24 2025-03-10
1. MICROSOFT CORP   2020-04-07 2025-03-10
132.096 AMG RR SM CAP VAL-I   2024-06-11 2025-03-11
864.305 ARTISAN INTL SM/MID-INST   2024-08-20 2025-03-11
27. DIMENSIONAL INTERNATIONAL VA   2023-11-14 2025-03-11
194.204 HARBOR MID CAP VALUE   2024-06-11 2025-03-11
784.356 OAKMARK INTL SM CAP-R6   2018-12-27 2025-03-11
51. ISHARES CORE S&P 500   2024-11-19 2025-03-11
1. ISHARES CORE S&P 500   2022-03-01 2025-03-11
1411.085 MADISON MID CAP FUND-R6   2018-12-27 2025-03-11
92.824 MERIDIAN SMALL CAP GROW-INSTL   2024-06-11 2025-03-11
79.518 PRINCIPAL MIDCAP FUND-R6   2019-05-08 2025-03-11
15. WISDOMTREE U.S. QUALITY DIVI   2024-11-19 2025-03-11
26. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-03-11
1. UNITEDHEALTH GROUP INC   2024-07-17 2025-05-23
22. UNITEDHEALTH GROUP INC   2018-12-27 2025-05-23
25. HUBBELL INC   2020-09-03 2025-05-27
81. PACCAR INC   2023-05-15 2025-05-27
161.691 WCM FOCUSED INTL GROWTH-INS   2025-03-11 2025-06-06
37.379 WCM FOCUSED INTL GROWTH-INS   2019-05-08 2025-06-06
14. ISHARES CORE S&P 500   2022-03-01 2025-06-06
8. BROADCOM INC   2020-06-16 2025-06-24
4. BROADCOM INC   2020-06-16 2025-06-24
6. CATERPILLAR INC   2025-03-06 2025-06-24
16. CATERPILLAR INC   2024-06-21 2025-06-24
21. CHEVRON CORPORATION   2018-06-28 2025-06-24
4. AMERIPRISE FINANCIAL INC   2017-03-31 2025-06-25
8. JPMORGAN CHASE & CO   2011-09-09 2025-06-25
5. ELI LILLY & CO   2018-10-15 2025-06-25
26. NEXTERA ENERGY INC   2010-08-13 2025-06-25
3. AMERIPRISE FINANCIAL INC   2017-03-31 2025-07-08
7. CINTAS CORP   2023-03-08 2025-07-08
14. MORGAN STANLEY   2020-01-24 2025-07-08
5. EATON CORP PLC   2024-08-29 2025-07-09
18. JOHNSON CTLS INTL PLC   2025-03-06 2025-07-09
4. JOHNSON CTLS INTL PLC   2024-06-21 2025-07-09
7. TRANE TECHNOLOGIES PLC   2023-05-15 2025-07-09
6. BROADCOM INC   2020-06-16 2025-08-07
1. ABBOTT LABORATORIES INC   2016-06-07 2025-08-11
1. ABBVIE INC   2017-06-20 2025-08-11
1. AMERICAN EXPRESS CO   2024-01-18 2025-08-11
1. ATMOS ENERGY CORP   2024-01-19 2025-08-11
6. BANK OF AMERICA CORP   2023-11-27 2025-08-11
1. BLACKSTONE INC   2021-11-09 2025-08-11
2. COMCAST CORPORATION CL A   2018-09-17 2025-08-11
1. CONOCOPHILLIPS   2024-06-24 2025-08-11
2. EASTMAN CHEM CO   2022-02-15 2025-08-11
1. EXXON MOBIL CORP   2024-11-19 2025-08-11
1. INVITATION HOMES INC   2025-03-07 2025-08-11
1. LOCKHEED MARTIN CORP   2025-05-28 2025-08-11
1. MARSH & MCLENNAN   2019-02-25 2025-08-11
1. MERCK & CO INC   2010-08-13 2025-08-11
1. MONDELEZ INTERNATIONAL   2021-04-30 2025-08-11
1. MOTOROLA SOLUTIONS INC   2020-05-21 2025-08-11
1. PEPSICO INC   2024-11-20 2025-08-11
1. PROCTER & GAMBLE CO   2024-06-25 2025-08-11
1. SHELL PLC-W/I-ADR   2024-06-24 2025-08-11
2. SERVICE CORP INTERNATIONAL   2024-06-25 2025-08-11
1. SIMON PROPERTY GROUP INC   2024-08-29 2025-08-11
1. THE TRAVELERS COS INC   2024-03-28 2025-08-11
2. US BANCORP DEL   2022-03-17 2025-08-11
1. VERIZON COMMUNICATIONS INC   2010-08-13 2025-08-11
1. VISA INC   2023-02-08 2025-08-11
1. WEC ENERGY GROUP INC   2022-09-19 2025-08-11
1. ACCENTURE PLC CLASS A   2024-11-19 2025-08-11
1. TRANE TECHNOLOGIES PLC   2023-05-15 2025-08-11
1. CHUBB LTD   2022-09-01 2025-08-11
220.346 LONGLEAF PARTNERS FDS TR   2025-03-11 2025-09-03
1387.002 LONGLEAF PARTNERS FDS TR   2021-03-24 2025-09-03
64. MONDELEZ INTERNATIONAL   2021-04-30 2025-09-04
4. ABBOTT LABORATORIES INC   2016-06-07 2025-09-08
2. ABBVIE INC   2017-06-20 2025-09-08
3. ALPHABET INC/CA-CL A   2025-08-07 2025-09-08
1. AMERICAN EXPRESS CO   2024-01-18 2025-09-08
1. AMERIPRISE FINANCIAL INC   2017-03-31 2025-09-08
1. AMGEN INC   2023-10-11 2025-09-08
2. APPLE INC   2025-07-09 2025-09-08
2. ATMOS ENERGY CORP   2024-01-19 2025-09-08
1. AUTOMATIC DATA PROCESSING INC   2025-03-06 2025-09-08
14. BANK OF AMERICA CORP   2017-08-22 2025-09-08
2. BLACKSTONE INC   2021-11-09 2025-09-08
1. BROADCOM INC   2020-06-16 2025-09-08
1. CME GROUP INC   2023-10-11 2025-09-08
2. CHEVRON CORPORATION   2021-10-19 2025-09-08
1. CINTAS CORP   2023-03-08 2025-09-08
6. COMCAST CORPORATION CL A   2018-09-17 2025-09-08
3. CONOCOPHILLIPS   2024-06-24 2025-09-08
4. DISNEY WALT CO   2024-03-28 2025-09-08
2. DUKE ENERGY HOLDING CORP   2025-03-07 2025-09-08
4. EASTMAN CHEM CO   2021-02-16 2025-09-08
5. EXXON MOBIL CORP   2024-11-19 2025-09-08
1. META PLATFORMS INC   2025-06-25 2025-09-08
2. GE AEROSPACE   2025-05-28 2025-09-08
7. INVITATION HOMES INC   2025-03-07 2025-09-08
4. JPMORGAN CHASE & CO   2011-09-09 2025-09-08
3. JOHNSON & JOHNSON   2025-03-10 2025-09-08
2. MARSH & MCLENNAN   2019-02-25 2025-09-08
2. MCDONALD'S CORP   2025-08-07 2025-09-08
4. MERCK & CO INC   2010-08-13 2025-09-08
1. MICROSOFT CORP   2020-04-07 2025-09-08
3. MORGAN STANLEY   2020-01-24 2025-09-08
1. MOTOROLA SOLUTIONS INC   2020-05-21 2025-09-08
2. NEXSTAR MEDIA GROUP INC   2022-05-24 2025-09-08
4. NEXTERA ENERGY INC   2010-08-13 2025-09-08
1. PARKER HANNIFIN CORP   2021-07-02 2025-09-08
4. PHILIP MORRIS INTERNAT-W/I   2024-11-20 2025-09-08
4. PROCTER & GAMBLE CO   2024-06-25 2025-09-08
3. PROLOGIS INC   2023-04-27 2025-09-08
2. RAYMOND JAMES FINANCIAL INC   2024-11-19 2025-09-08
3. RTX CORPORATION   2025-03-06 2025-09-08
4. SHELL PLC-W/I-ADR   2024-06-24 2025-09-08
4. SERVICE CORP INTERNATIONAL   2021-12-13 2025-09-08
3. SIMON PROPERTY GROUP INC   2024-08-29 2025-09-08
1. STRYKER CORP   2025-05-23 2025-09-08
3. TJX COMPANIES INC NEW   2025-07-09 2025-09-08
2. TAIWAN SEMICONDUCTOR MTG CO   2024-12-24 2025-09-08
2. TAPESTRY INC   2025-06-24 2025-09-08
1. THE TRAVELERS COS INC   2024-02-15 2025-09-08
5. US BANCORP DEL   2022-03-17 2025-09-08
2. VERIZON COMMUNICATIONS INC   2010-08-13 2025-09-08
2. WEC ENERGY GROUP INC   2022-09-19 2025-09-08
1. ACCENTURE PLC CLASS A   2024-11-19 2025-09-08
1. EATON CORP PLC   2024-08-29 2025-09-08
3. JOHNSON CTLS INTL PLC   2024-06-21 2025-09-08
1. NEW LINDE PLC   2024-09-19 2025-09-08
3. MEDTRONIC PLC   2024-01-18 2025-09-08
1. CHUBB LTD   2022-09-01 2025-09-08
5. AMERICAN EXPRESS CO   2024-01-18 2025-09-12
5. BROADCOM INC   2020-06-16 2025-09-12
81. EASTMAN CHEM CO   2021-02-16 2025-09-12
6. JPMORGAN CHASE & CO   2011-09-09 2025-09-12
12. ABBOTT LABORATORIES INC   2016-06-07 2025-09-16
6. ABBVIE INC   2017-06-20 2025-09-16
13. ALPHABET INC/CA-CL A   2025-07-08 2025-09-16
3. AMERICAN EXPRESS CO   2024-01-18 2025-09-16
3. AMERIPRISE FINANCIAL INC   2017-03-31 2025-09-16
4. AMGEN INC   2023-10-11 2025-09-16
6. APPLE INC   2025-07-09 2025-09-16
6. ATMOS ENERGY CORP   2024-01-19 2025-09-16
3. AUTOMATIC DATA PROCESSING INC   2025-03-06 2025-09-16
51. BANK OF AMERICA CORP   2017-08-22 2025-09-16
7. BLACKSTONE INC   2021-11-09 2025-09-16
1. BLACKROCK FUNDING INC/DE   2022-03-17 2025-09-16
6. BROADCOM INC   2020-06-16 2025-09-16
5. CME GROUP INC   2023-10-11 2025-09-16
9. CHEVRON CORPORATION   2021-10-19 2025-09-16
6. CINTAS CORP   2023-03-08 2025-09-16
21. COMCAST CORPORATION CL A   2018-09-17 2025-09-16
11. CONOCOPHILLIPS   2024-06-24 2025-09-16
1. COSTCO WHOLESALE CORP   2024-11-20 2025-09-16
8. DISNEY WALT CO   2025-06-24 2025-09-16
5. DISNEY WALT CO   2024-03-28 2025-09-16
8. DUKE ENERGY HOLDING CORP   2025-03-07 2025-09-16
12. DUPONT DE NEMOURS INC-WI   2025-09-12 2025-09-16
8. EXXON MOBIL CORP   2024-11-19 2025-09-16
9. EXXON MOBIL CORP   2022-03-17 2025-09-16
2. META PLATFORMS INC   2025-06-25 2025-09-16
6. GE AEROSPACE   2025-05-28 2025-09-16
4. HOME DEPOT INC   2025-07-09 2025-09-16
2. INTUIT SOFTWARE   2025-07-09 2025-09-16
23. INVITATION HOMES INC   2025-03-07 2025-09-16
14. JPMORGAN CHASE & CO   2011-09-09 2025-09-16
9. JOHNSON & JOHNSON   2025-03-10 2025-09-16
2. JOHNSON & JOHNSON   2025-05-23 2025-09-16
2. ELI LILLY & CO   2018-10-15 2025-09-16
3. LOCKHEED MARTIN CORP   2025-05-28 2025-09-16
6. MARSH & MCLENNAN   2019-02-25 2025-09-16
3. MCDONALD'S CORP   2025-08-07 2025-09-16
2. MCDONALD'S CORP   2015-10-28 2025-09-16
14. MERCK & CO INC   2010-08-13 2025-09-16
3. MICROSOFT CORP   2020-04-07 2025-09-16
11. MORGAN STANLEY   2020-01-24 2025-09-16
2. MOTOROLA SOLUTIONS INC   2020-05-21 2025-09-16
6. NEXSTAR MEDIA GROUP INC   2022-06-28 2025-09-16
15. NEXTERA ENERGY INC   2010-08-13 2025-09-16
2. PARKER HANNIFIN CORP   2021-07-02 2025-09-16
3. PEPSICO INC   2025-09-04 2025-09-16
10. PEPSICO INC   2024-11-20 2025-09-16
15. PHILIP MORRIS INTERNAT-W/I   2024-11-20 2025-09-16
13. PROCTER & GAMBLE CO   2024-03-28 2025-09-16
7. PROLOGIS INC   2023-04-27 2025-09-16
7. RAYMOND JAMES FINANCIAL INC   2024-11-19 2025-09-16
12. RTX CORPORATION   2024-11-19 2025-09-16
13. SHELL PLC-W/I-ADR   2024-06-24 2025-09-16
15. SERVICE CORP INTERNATIONAL   2021-12-13 2025-09-16
9. SIMON PROPERTY GROUP INC   2024-08-29 2025-09-16
3. STRYKER CORP   2025-05-23 2025-09-16
9. TJX COMPANIES INC NEW   2025-07-09 2025-09-16
4. TJX COMPANIES INC NEW   2023-02-08 2025-09-16
5. TAIWAN SEMICONDUCTOR MTG CO   2024-12-24 2025-09-16
2. TAIWAN SEMICONDUCTOR MTG CO   2024-05-01 2025-09-16
11. TAPESTRY INC   2025-06-24 2025-09-16
5. THE TRAVELERS COS INC   2024-02-15 2025-09-16
18. US BANCORP DEL   2010-08-13 2025-09-16
8. VERIZON COMMUNICATIONS INC   2010-08-13 2025-09-16
3. VISA INC   2023-02-08 2025-09-16
9. WEC ENERGY GROUP INC   2022-06-28 2025-09-16
12. WELLS FARGO & COMPANY   2025-09-12 2025-09-16
4. ACCENTURE PLC CLASS A   2024-11-19 2025-09-16
3. EATON CORP PLC   2024-08-29 2025-09-16
11. JOHNSON CTLS INTL PLC   2024-06-21 2025-09-16
4. NEW LINDE PLC   2024-09-19 2025-09-16
13. MEDTRONIC PLC   2024-01-18 2025-09-16
2. TRANE TECHNOLOGIES PLC   2023-05-15 2025-09-16
6. CHUBB LTD   2022-09-01 2025-09-16
248. AVANTIS US LARGE CAP VALUE   2025-03-11 2025-09-23
394.177 SEAFARER OVERSEAS GROWTH &   2025-03-11 2025-09-23
2623.719 SEAFARER OVERSEAS GROWTH &   2018-12-27 2025-09-23
737.823 WCM FOCUSED INTL GROWTH-INS   2019-05-08 2025-09-23
24. ISHARES MSCI INTL QUALITY   2025-03-11 2025-09-23
1153. ISHARES MSCI INTL QUALITY   2023-04-19 2025-09-23
587. WISDOMTREE U.S. QUALITY DIVI   2023-09-26 2025-09-23
.5 QNITY ELECTRONICS INC-W/I   2025-09-12 2025-11-07
29. QNITY ELECTRONICS INC-W/I   2025-09-12 2025-11-14
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,665   5,044 621
b 1,824   1,877 -53
c 5,731   5,320 411
d 6,708   2,499 4,209
e 5,463   5,665 -202
839   111 728
2,317   1,245 1,072
1,147   1,312 -165
382   166 216
2,026   2,040 -14
15,108   16,076 -968
1,056   883 173
4,847   4,904 -57
15,420   10,407 5,013
28,743   30,151 -1,408
564   434 130
22,648   15,052 7,596
1,132   1,188 -56
3,429   2,238 1,191
1,191   1,247 -56
2,064   1,656 408
295   570 -275
6,489   6,445 44
9,886   3,681 6,205
7,643   5,989 1,654
4,324   3,716 608
1,000   619 381
8,437   6,074 2,363
2,107   248 1,859
1,056   124 932
2,225   2,026 199
5,934   5,232 702
3,028   2,478 550
2,082   521 1,561
2,260   261 1,999
3,892   555 3,337
1,841   340 1,501
1,616   391 1,225
1,512   767 745
1,994   762 1,232
1,797   1,514 283
1,907   1,468 439
424   272 152
3,011   1,246 1,765
1,843   186 1,657
131   39 92
198   72 126
295   179 116
163   113 50
278   178 100
170   140 30
63   74 -11
94   115 -21
122   245 -123
106   119 -13
30   34 -4
425   474 -49
203   93 110
80   33 47
61   61  
457   138 319
144   157 -13
154   168 -14
71   71  
161   146 15
164   167 -3
264   230 34
89   112 -23
43   30 13
335   231 104
110   101 9
238   353 -115
429   178 251
271   191 80
3,960   3,418 542
24,924   25,329 -405
3,906   3,876 30
531   157 374
420   143 277
711   590 121
325   179 146
489   130 359
280   282 -2
479   419 60
330   226 104
296   306 -10
691   380 311
341   280 61
352   31 321
260   217 43
307   222 85
203   110 93
201   222 -21
273   345 -72
472   490 -18
241   233 8
269   478 -209
543   595 -52
761   713 48
558   488 70
210   240 -30
1,175   130 1,045
534   506 28
405   186 219
625   617 8
333   133 200
499   166 333
444   163 281
477   138 339
416   337 79
278   52 226
756   309 447
645   519 126
639   673 -34
336   366 -30
329   325 4
464   382 82
287   285 2
312   278 34
543   500 43
391   377 14
419   376 43
489   412 77
207   174 33
274   219 55
241   281 -40
87   60 27
214   203 11
252   353 -101
350   303 47
322   204 118
471   472 -1
276   260 16
276   191 85
1,632   894 738
1,805   155 1,650
5,440   7,682 -2,242
1,835   195 1,640
1,595   471 1,124
1,300   430 870
3,262   2,517 745
973   537 436
1,455   391 1,064
1,095   1,128 -33
1,433   1,258 175
991   678 313
860   918 -58
2,570   1,217 1,353
1,288   973 315
1,110   737 373
2,155   186 1,969
1,308   1,083 225
1,437   999 438
1,195   657 538
674   778 -104
1,043   1,265 -222
953   920 33
919   945 -26
574   613 -39
973   932 41
924   929 -5
917   952 -35
1,032   702 330
1,536   1,426 110
1,758   1,464 294
1,689   1,472 217
1,303   1,561 -258
679   787 -108
4,308   456 3,852
1,593   1,517 76
354   306 48
1,520   222 1,298
1,425   1,423 2
1,182   558 624
914   925 -11
609   225 384
1,131   467 664
1,538   497 1,041
1,715   599 1,116
958   276 682
1,218   1,010 208
1,059   196 863
1,503   617 886
423   444 -21
1,410   1,574 -164
2,446   1,946 500
2,047   2,175 -128
793   853 -60
1,173   1,138 35
1,904   1,507 397
940   927 13
1,187   1,028 159
1,645   1,501 144
1,132   1,131 1
1,260   1,129 131
560   414 146
1,306   1,029 277
523   271 252
1,193   959 234
1,367   1,095 272
866   707 159
348   240 108
1,014   693 321
987   904 83
967   971 -4
950   1,411 -461
1,112   908 204
1,174   749 425
1,890   1,886 4
1,228   1,126 102
800   356 444
1,635   1,144 491
17,996   16,034 1,962
5,664   4,710 954
37,703   29,776 7,927
20,327   12,211 8,116
1,060   962 98
50,932   40,918 10,014
52,515   37,384 15,131
47   46 1
2,437   2,646 -209
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
      21,582
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       621
b       -53
c       411
d       4,209
e       -202
      728
      1,072
      -165
      216
      -14
      -968
      173
      -57
      5,013
      -1,408
      130
      7,596
      -56
      1,191
      -56
      408
      -275
      44
      6,205
      1,654
      608
      381
      2,363
      1,859
      932
      199
      702
      550
      1,561
      1,999
      3,337
      1,501
      1,225
      745
      1,232
      283
      439
      152
      1,765
      1,657
      92
      126
      116
      50
      100
      30
      -11
      -21
      -123
      -13
      -4
      -49
      110
      47
       
      319
      -13
      -14
       
      15
      -3
      34
      -23
      13
      104
      9
      -115
      251
      80
      542
      -405
      30
      374
      277
      121
      146
      359
      -2
      60
      104
      -10
      311
      61
      321
      43
      85
      93
      -21
      -72
      -18
      8
      -209
      -52
      48
      70
      -30
      1,045
      28
      219
      8
      200
      333
      281
      339
      79
      226
      447
      126
      -34
      -30
      4
      82
      2
      34
      43
      14
      43
      77
      33
      55
      -40
      27
      11
      -101
      47
      118
      -1
      16
      85
      738
      1,650
      -2,242
      1,640
      1,124
      870
      745
      436
      1,064
      -33
      175
      313
      -58
      1,353
      315
      373
      1,969
      225
      438
      538
      -104
      -222
      33
      -26
      -39
      41
      -5
      -35
      330
      110
      294
      217
      -258
      -108
      3,852
      76
      48
      1,298
      2
      624
      -11
      384
      664
      1,041
      1,116
      682
      208
      863
      886
      -21
      -164
      500
      -128
      -60
      35
      397
      13
      159
      144
      1
      131
      146
      277
      252
      234
      272
      159
      108
      321
      83
      -4
      -461
      204
      425
      4
      102
      444
      491
      1,962
      954
      7,927
      8,116
      98
      10,014
      15,131
      1
      -209
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 150,475
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 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 2,884
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 2,884
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 2,884
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,691
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 1,691
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....... 9 1,193
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
PA
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofPNC BANK NA Telephone no. (412) 467-1575

Located at500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+415219
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
1
40,353    
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
3,616,953
b
Average of monthly cash balances.......................
1b
69,862
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,686,815
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
3,686,815
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
55,302
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,631,513
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
181,576
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
181,576
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,884
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,884
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
178,692
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
178,692
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
178,692
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, line 26, column (d) ..........
1a
171,084
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
171,084
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 178,692
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 163,013
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 171,084
a Applied to 2024, but not more than line 2a 163,013
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 2025 distributable amount..... 8,071
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
170,621
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 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   GENERAL SUPPORT 163,013
Total ................................. 3a 163,013
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 90,291  
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 ............
    18 150,475  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   240,766  
13Total. Add line 12, columns (b), (d), and (e)..................
13
240,766
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 4,152 6,554
437076102 HOME DEPOT INC 440 5,506
443510607 HUBBELL INC    
478160104 JOHNSON & JOHNSON 4,853 10,968
532457108 ELI LILLY & CO 666 6,448
571748102 MARSH & MCLENNAN 2,788 5,566
580135101 MCDONALD'S CORP 3,147 8,558
594918104 MICROSOFT CORP 2,819 8,222
617446448 MORGAN STANLEY 3,050 9,942
620076307 MOTOROLA SOLUTIONS I 1,659 4,600
713448108 PEPSICO INC 5,154 7,463
718172109 PHILIP MORRIS INTERN 6,391 11,228
742718109 PROCTER & GAMBLE CO 6,243 8,742
902973304 US BANCORP DEL 2,036 4,856
00287Y109 ABBVIE INC 2,079 6,626
03076C106 AMERIPRISE FINANCIAL 1,563 5,884
11135F101 BROADCOM INC 930 10,383
20030N101 COMCAST CORPORATION 3,741 3,019
30225T102 EXTRA SPACE STORAGE    
46625H100 JPMORGAN CHASE & CO 2,240 23,522
58933Y105 MERCK & CO INC 2,269 7,158
65339F101 NEXTERA ENERGY INC 968 5,941
91324P102 UNITEDHEALTH GROUP I    
92343V104 VERIZON COMMUNICATIO 1,232 1,670
G1151C101 ACCENTURE PLC CLASS 3,737 5,634
G29183103 EATON CORP PLC 4,370 4,778
002824100 ABBOTT LABORATORIES 2,354 7,517
037833100 APPLE INC 2,630 8,156
060505104 BANK OF AMERICA CORP 5,989 13,805
09260D107 BLACKSTONE INC 4,542 5,549
277432100 EASTMAN CHEM CO    
609207105 MONDELEZ INTERNATION    
701094104 PARKER HANNIFIN CORP 3,704 10,548
817565104 SERVICE CORP INTERNA 4,874 5,614
30231G102 EXXON MOBIL CORP 6,540 10,109
65336K103 NEXSTAR MEDIA GROUP 4,525 5,482
92939U106 WEC ENERGY GROUP INC 4,390 4,640
H1467J104 CHUBB LTD 5,487 9,051
031162100 AMGEN INC 5,239 6,546
12572Q105 CME GROUP INC 4,978 6,281
172908105 CINTAS CORP 3,286 5,642
438516106 HONEYWELL INTL INC    
452308109 ILLINOIS TOOL WORKS    
693718108 PACCAR INC    
74340W103 PROLOGIS INC 4,733 4,979
816851109 SEMPRA    
828806109 SIMON PROPERTY GROUP 5,758 8,885
872540109 TJX COMPANIES INC NE 5,141 9,831
89417E109 THE TRAVELERS COS IN 4,302 6,671
92826C839 VISA INC 3,466 5,261
G8994E103 TRANE TECHNOLOGIES P 1,959 4,281
025816109 AMERICAN EXPRESS CO 2,862 5,919
049560105 ATMOS ENERGY CORP 3,618 5,364
09290D101 BLACKROCK FUNDING IN 4,018 7,492
149123101 CATERPILLAR INC    
20825C104 CONOCOPHILLIPS 6,057 4,961
22160K105 COSTCO WHOLESALE COR 3,681 3,449
254687106 DISNEY WALT CO 7,078 7,395
754730109 RAYMOND JAMES FINANC 5,192 5,139
75513E101 RTX CORPORATION 7,028 10,821
780259305 SHELL PLC-W/I-ADR 4,422 4,556
863667101 STRYKER CORP 5,175 4,921
874039100 TAIWAN SEMICONDUCTOR 4,606 10,332
G51502105 JOHNSON CTLS INTL PL 3,879 6,826
G54950103 NEW LINDE PLC 8,960 8,101
G5960L103 MEDTRONIC PLC 5,380 6,148
02079K305 ALPHABET INC/CA-CL A 11,032 19,719
053015103 AUTOMATIC DATA PROCE 4,283 3,601
26441C204 DUKE ENERGY HOLDING 4,309 4,337
26614N102 DUPONT DE NEMOURS IN 4,330 4,824
30303M102 META PLATFORMS INC 7,814 7,921
369604301 GE AEROSPACE 6,995 8,933
461202103 INTUIT SOFTWARE 5,345 4,637
46187W107 INVITATION HOMES INC 3,903 3,168
539830109 LOCKHEED MARTIN CORP 6,624 6,771
876030107 TAPESTRY INC 4,448 6,516
949746101 WELLS FARGO & COMPAN 4,693 5,406

TY 2025 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
317609295 SEAFARER OVERSEAS GR      
461418444 WCM FOCUSED INTL GRO AT COST 18,535 31,122
464287200 ISHARES CORE S&P 500 AT COST 416,572 769,188
464287309 ISHARE S&P 500 GROWT AT COST 149,849 423,398
464287507 ISHARES CORE S&P MID AT COST 142,620 243,540
464287804 ISHARES CORE S&P SMA AT COST 99,155 155,994
557492485 MADISON MID CAP FUND      
09260B309 BLACKROCK CORE BOND AT COST 239,332 209,504
09260B382 BLACKROCK STRATEGIC AT COST 270,495 271,677
09260B465 BLACKROCK LOW DURATI AT COST 78,745 81,632
74256W584 PRINCIPAL MIDCAP FUN AT COST 16,466 25,390
97717X669 WISDOMTREE U.S. QUAL      
04314H402 ARTISAN INTERNATIONA AT COST 78,346 88,158
413838566 OAKMARK INTL SM CAP-      
543069405 LONGLEAF PARTNERS FD      
00171A852 AMG RR SM CAP VAL-I AT COST 19,266 19,821
00770X675 PZENA EMERG MKTS VAL AT COST 29,479 41,119
89154M702 TOUCHSTONE SANDS EM AT COST 30,256 40,034
25434V807 DIMENSIONAL INTERNAT AT COST 60,023 74,750
46432F339 ISHARES MSCI USA QUA AT COST 39,816 66,935
46434V456 ISHARES MSCI INTL QU      
70432T875 PAYDEN LOW DURATION AT COST 79,457 81,705
922031828 VANGUARD INTM TERM T AT COST 102,904 104,673
04314H576 ARTISAN INTL SM/MID-      
09252M883 BLACKROCK TOTAL RETU AT COST 80,000 79,053
411512460 HARBOR MID CAP VALUE AT COST 22,130 24,076
46429B267 ISHARES U S TREASURY AT COST 200,129 207,847
589619824 MERIDIAN SMALL CAP G AT COST 20,842 20,351
025072349 AVANTIS US LARGE CAP AT COST 22,435 26,292
37954Y632 GLOBAL X ART INTEL & AT COST 53,051 54,318
46138E800 INVESCO CHINA TECHNO AT COST 36,904 33,852
46435G326 ISHARES CORE MSCI DE AT COST 51,149 58,148
52107V229 LAZARD INTL QLTY GRW AT COST 34,537 32,608

TY 2025 OtherDecreasesSchedule
Name:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Description Amount
MUTUAL FUND TIMING ADJ 508
ROC ON CY SALES 17
PY RETURN OF CAPITAL ADJUSTMENT 603
WASH SALE ADJ 178


TY 2025 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
INVESTMENT EXPENSES-DIVIDEND I 6 6   0


TY 2025 OtherIncreasesSchedule
Name:
M SCRAGG FBO ELM PARK CHURCH
EIN:
23-6940290
Description Amount
ROUNDING 5


TY 2025 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 531 531   0
FEDERAL TAX PAYMENT - PRIOR YE 368 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,691 0   0
FOREIGN TAXES ON NONQUALIFIED 239 239   0