2025-11-11T10:01:32-06:00 2024-12-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990PF 2024-01-01 256031554 E R CRAWFORD EST TRUST FUND A XXX-XX-XXXX CRAW 4129135768 654 PHILADELPHIA STREET INDIANA PA 15701 LINDA C PLUM TRUSTEE 4129135768 2025-11-06 true true KELLY NEUGEBAUER XXX-XX-XXXX 6142211000 2025-11-06 2024 2025-03-06 01:10:19Z X X 10299046 X 333000 332796 1493487 5872306 1493487 0 2337 2337 1828824 1828620 40341 24205 16136 10570 6342 0 4228 0 0 22388 0 0 22388 10455 0 0 10455 23870 23870 0 0 19730 0 0 0 0 0 0 0 4016 131370 54417 0 53207 418500 418500 549870 54417 0 471707 1278954 1774203 0 304198 264480 264480 0 0 0 7300540 4572749 6077202 3899287 3810385 43332 50003 99375 96976 7604738 8879223 10299046 0 X 6397162 8879223 1207576 7604738 8879223 7604738 8879223 7604738 1278954 11148 8894840 15617 8879223 3000. FNB CORP 1/40TH NON CUML SERE E PRF 7/25% CALLABLE 2013-10-29 2024-02-15 75000 75000 2000. NISOURCE INC 6.500% VARIABLE PREFERRED CALLABLE 03/15/24 @ 25.00 2018-11-28 2024-03-15 50000 50000 1000. AT T INC 5.350% PREFERRED CALLABLE 02/29/24 @25 2017-10-25 2024-06-21 23080 25000 -1920 -1920 2175. AXIS CAPITAL HLDS LTD 5.500% PREFERRED CALLABLE 06/10/24 @ 25 2016-12-22 2024-06-21 46617 51602 -4985 -4985 822. CHEVRON CORPORATION 2003-06-19 2024-06-21 128771 30682 98089 98089 2000. CUSTOMERS BANCORP INC 10.727% PREFERRED CALLABLE 06/15/24 @ 25 2016-04-21 2024-06-21 50744 50000 744 744 460. DTE ENERGY CO 5.250% PFD DEBENTURE CALLABLE 06/10/24 @ 25 2017-11-14 2024-06-21 10699 11500 -801 -801 2000. DIGITAL REALTY TRUST INC 5.250% PREFERRED CALLABLE 02/29/24 @25 2017-08-03 2024-06-21 42521 50000 -7479 -7479 783. EMERSON ELECTRIC CO 2015-03-23 2024-06-21 84497 44914 39583 39583 2000. ENTERGY ARKANSAS LLC 4.875% PREFERRED CALLABLE 06/10/24 @ 25 2016-08-10 2024-06-21 42911 50000 -7089 -7089 2000. ENTERGY NEW ORLEANS LLC 5.500% PREFERRED CALLABLE 06/10/24 @ 25 2016-03-15 2024-06-21 45740 50000 -4260 -4260 1200. GOLDMAN SACHS GROUP, INC 6.381% PREFERRED CALLABLE 02/29/24 @25 2011-09-09 2024-06-21 28058 24366 3692 3692 9830. ISHARES CORE S&P MIDCAP ETF 2019-06-20 2024-06-21 572680 385932 186748 186748 4488. ISHARES S&P SMALLCAP 600 ETF 2019-06-20 2024-06-21 471631 369222 102409 102409 3974. ISHARES CORE MSCI EAFE ETF 2018-07-27 2024-06-21 286995 259451 27544 27544 6035. ISHARES CORE MSCI ETF 2022-03-23 2024-06-21 323286 328886 -5600 -5600 625. ISHARE TRUST 0-5YR INV GRD ETF 2023-06-21 2024-06-21 30749 30318 431 431 4250. ISHARE TRUST 0-5YR INV GRD ETF 2021-03-18 2024-06-21 209094 218686 -9592 -9592 1600. BLACKROCK ULTRA SHORT-TERM BOND ETF 2023-06-21 2024-06-21 80674 80834 -160 -160 11850. BLACKROCK ULTRA SHORT-TERM BOND ETF 2021-03-18 2024-06-21 597489 599220 -1731 -1731 1400. ISHARES CORE 5-10 YR BOND ETF 2023-06-21 2024-06-21 59774 60962 -1188 -1188 10160. ISHARES CORE 5-10 YR BOND ETF 2020-02-10 2024-06-21 433788 520337 -86549 -86549 574. JPMORGAN CHASE & CO 2021-03-18 2024-06-21 111898 91789 20109 20109 1103. JOHNSON & JOHNSON 2009-01-20 2024-06-21 163416 61484 101932 101932 2000. JPMORGAN CHASE CO. 6.000 PREFERRED CALLABLE AT 03/01/24 @ 25 2019-01-16 2024-06-21 50140 50000 140 140 258. ELI LILLY & CO 2012-04-13 2024-06-21 228523 9743 218780 218780 175. LOWES COS INC 2003-06-19 2024-06-21 40173 4006 36167 36167 510. MSA SAFETY INC 2009-02-23 2024-06-21 96201 9648 86553 86553 600. MCDONALDS CORP 2010-03-11 2024-06-21 155199 39163 116036 116036 1490. MONDELEZ INTERNATIONAL INC A 2009-10-15 2024-06-21 98964 23219 75745 75745 1230. NEXTERA ENERGY, INC 2009-12-28 2024-06-21 89163 16641 72522 72522 842. PEPSICO INCORPORATED 2011-02-11 2024-06-21 140920 53451 87469 87469 94. PHILIP MORRIS INTERNATIONAL, INC 2009-02-23 2024-06-21 9306 1903 7403 7403 796. PROCTER & GAMBLE CO 2009-09-17 2024-06-21 133310 37344 95966 95966 2500. PUBLIC STORAGE 5.050% PREFERRED CALLABLE 06/10/24 @ 25 2017-08-01 2024-06-21 56828 62500 -5672 -5672 1000. QWEST CORPORATION 6.500% PREFERRED CALLABLE 05/24/24 @ 25 2016-08-12 2024-06-21 10210 25000 -14790 -14790 900. SCE TRUST V 5.450% PREFERRED CALLABLE 03/15/26 @ 25 2016-03-01 2024-06-21 21661 22500 -839 -839 1000. CHARLES SCHWAB CORP 5.950% PREFERRED CALLABLE 09/01/24 @ 25 2016-02-29 2024-06-21 25129 25000 129 129 250. SOLVENTUM CORP 2009-10-15 2024-06-21 13475 10943 2532 2532 1000. SOTHERLY HOTELS INC 7.875% PREFERRED CALLABLE 06/10/24 @ 25 2017-10-03 2024-06-21 18439 22552 -4113 -4113 1000. 3M CO 2009-10-15 2024-06-21 101817 70507 31310 31310 2225. WARNER BROS. DISCOVERY INC 2009-07-15 2024-06-21 15621 7026 8595 8595 400. WELLS FARGO & CO NEW 5.625% PREFERRED - CALLABLE 06/15/22 @ 25 QD 2017-04-17 2024-06-21 9478 10000 -522 -522 1200. ZIONS BANCORP NA 9.561% PREFERRED CALLABLE 06/10/24 @ 25 2013-09-12 2024-06-21 30372 30000 372 372 4267. AT&T INC 2009-07-15 2024-06-28 80772 10624 70148 70148 455. LOWES COS INC 2003-06-19 2024-06-28 100480 10416 90064 90064 533. MSA SAFETY INC 2009-03-19 2024-06-28 99972 10317 89655 89655 1893. ISHARES 0-3 MONTH TREASURY BOND ETF 2024-06-21 2024-08-07 189901 190606 -705 -705 238. GENUINE PARTS CO 2024-06-21 2024-10-24 27403 33594 -6191 -6191 467. MICROCHIP TECHNOLOGY INC 2024-06-21 2024-11-07 34801 42791 -7990 -7990 225. MERCK & CO, INC 2024-06-21 2024-12-06 23238 29140 -5902 -5902 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 CAPITAL GAIN DIVIDENDS P 698 1493487 24661 0 24661 0 24661 10000 0 44000 54000 811 28528 28528 0 false false false false false false false true true PA true false false false false true LINDA C PLUM 4129135768 PO BOX 487 MCKEESPORT PA 15134 false false false false true false false false false false false false false false false false false false false false false false REBECCA S MCHOLME 2120 LAWNVIEW DRIVE MCKEESPORT PA 15135 TRUSTEE 1 13447 DREW J GILBERT 53 FINNEY ROAD ELIZABETH PA 15037 TRUSTEE 1 13447 LINDA C PLUM 803 GOLFVIEW DRIVE MCKEESPORT PA 15135 TRUSTEE 1 13447 NONE 0 NONE 0 9284871 1087033 0 10371904 0 0 10371904 155579 10216325 510816 510816 24661 24661 486155 2500 488655 0 488655 471707 0 0 0 0 471707 488655 105991 0 0 0 0 0 0 0 471707 105991 0 0 365716 0 0 0 0 0 0 0 0 122939 0 0 0 0 0 0 0 0 E R CRAWFORD ESTATE TRUST FUND A PO BOX 487 MCKEESPORT PA 14314 4127512770 GRANT REQUESTS IN LETTER FORM. INDIVIDUAL APPLICANTS SHOULD USE A LETTER FORM TO APPLY FOR GRANTS. PUBLIC CHARITIES AND RELIGIOUS ORGANIZATIONS SHOULD SUBMIT APPLICATIONS. NONE 2(D) THE TRUSTEES ARE GUIDED IN THEIR DISTRIBUTIONS BY THE DISTRIBUTIONS BY THE T/U/W OF EDWIN R.CRAWFORD. PENN STATE GREATER ALLEGHENY 4000 UNIVERSITY DR WHITE OAK PA 15131 NONE PC SCIENCE BLDG AND 35000 YOUNG LIFE CAPERNAUM PO BOX 62038 PITTSBURGH PA 15241 NONE PC GENERAL 3000 SAMPSON MILLS PRESBYTERIAN CHURCH 1665 LINCOLN WAY MCKEESPORT PA 15131 NONE PC GENERAL CHURCH OPERATIONS 5000 BETHESDA UNITED PRESBYTERIAN CHURCH 314 S 3RD AVENUE ELIZABETH PA 15037 NONE PC GENERAL CHURCH OPERATIONS 7000 OLIVET UNITED PRESBYTERIAN CHURCH 726 FOURTH ST - BOX 526 WEST ELIZABETH PA 15088 NONE PC GENERAL CHURCH OPERATIONS 4000 CHRIST UNITED METHODIST CHURCH OF NORTH HUNTINGDON 2800 COULTERVILLE RD MCKEESPORT PA 15131 NONE PC GENERAL CHURCH OPERATIONS 5000 GIRL SCOUTS OF SOUTHWESTERN PA PO BOX 487 MCKEESPORT PA 15134 NONE PC GENERAL PURPOSES 2500 MCKEESPORT AREA SHARED MINISTRIES CHRISTY PARK CAMPUS 436 29 STREET MCKEESPORT PA 15132 NONE PC GENERAL OPERATIONS 5000 MCKEESPORT SHARED MINISTRIES CALVARY-FIRST CAMPUS 1406 CORNELL AVE MCKEESPORT PA 15132 NONE PC GENERAL OPERATIONS 5000 THE ROCK OF THE REDEEMER CHURCH 999 ROCK RUN ROAD ELIZABETH PA 15037 NONE PC GENERAL CHURCH OPERATIONS 10000 LIBERTY PRESBYTERIAN CHURCH 900 ELIZABETH STREET MCKEESPORT PA 15133 NONE PC GENERAL CHURCH OPERATIONS 3000 ELIZABETH GUARDIAN ANGELS STEPHANIE SQUIBB PRESIDENT 1634 FALLEN TIMBER RD ELIZABETH PA 15037 NONE PC GENERAL SUPPORT 3000 FREE HUNGARIAN REFORMED CHURCH 101 UNIVERSITY DR MCKEESPORT PA 15132 NONE PC GENERAL OPERATIONS OF 3000 FRIENDS OF MT VERNON CEMETERY 2300 GREENOCK BUENA VISTA RD MCKEESPORT PA 15135 NONE PC GENERAL UPKEEP OF CEMETERY 3000 JUNIOR ACHIEVEMENT 90 EMERSON LN - STE 1403 BRIDGEVILLE PA 15017 NONE PC GENERAL OPERATIONS 2500 LINWAY UNITED PRESBYTERIAN CHURCH 600 LINCOLN HIGHWAY NORTH VERSAILLES PA 15137 NONE PC GENERAL CHURCH OPERATIONS 2000 MCKEESPORT PRESBYTERIAN CHURCH 1510 VERSAILLES AVE MCKEESPORT PA 15132 NONE PC GENERAL OPERATOINS OF 7500 MEALS ON WHEELS - ELIZABETH FORWARD FRED A BRASSART 100 TIMOTHY DR MCKEESPORT PA 15132 NONE PC GENERAL OPERATIONS 4000 MERRITT THE OUTPOST REV R PAUL WALTER 2801 DOUGLAS RUN RD ELIZABETH PA 15034 NONE PC GENERAL OPERATIONS 3000 MYARC PO BOX 56 BOSTON PA 15135 NONE PC GENERAL OPERATIONS 5000 PEACE EVANGELICAL LUTHERAN CHURCH 641 ZIMMER HILL DR GREENOCK PA 15047 NONE PC GENERAL CHURCH OPERATIONS 5000 SAVE SPORTS ARTS & VIDEO EDUCATION JIM MILLER PRESIDENT 3213 ORCHARD ST MCKEESPORT PA 15132 NONE PC GENERAL OPERATIONS 2000 SAINT JOHN THE BAPTIST CHURCH 209 BRIDGE ST WILMERDING PA 15148 NONE PC GENERAL CHURCH OPERATIONS 1500 YMCA 680 ANDERSON DR - STE 400 PITTSBURGH PA 15220 NONE PC GENERAL OPERATIONS 3000 CALVARY CHURCH - IRWIN 8653 PENNSYLVANIA AVE IRWIN PA 15642 NONE PC GENERAL CHURCH OPERATIONS 2000 MAKE A WISH FOUNDATION 707 GRANT ST - 37TH FLOOR PITTSBURGH PA 15219 NONE PC GENERAL OPERATIONS 5000 FAITH LUTHERAN CHURCH DR WENDY S FARONE VICAR 1656 LINCOLN WAY MCKEESPORT PA 15131 NONE PC GENERAL CHURCH OPERATIONS 5000 NEW HOPE PRESBYTERIAN CHURCH REV DR BRENDA BARNES 12727 LINCOLN WAY NORTH HUNTINGDON PA 15642 NONE PC GENERAL CHURCH OPERATIONS 5000 CHRIST LUTHERAN CHURCH-DUQUESNE PASTOR JOHN J GROPP 405 KENNEDY AVE DUQUESNE PA 15110 NONE PC GENERAL CHURCH OPERATIONS 3000 CALVARY BAPTIST CHURCH-WEST MIFFLIN DENNIS MORIARTY 120 ANBORN DR WEST MIFFLIN PA 15122 NONE PC GENERAL CHURCH OPERATIONS 2000 BOSTON UNITED PRESBYTERIAN CHURCH CHERLY KORMOS 6103 SMITHFIELD ST MCKEESPORT PA 15135 NONE PC GENERAL CHURCH OPERATIONS 3000 DORMITION OF THE HOLY VIRGIN RUSSIAN ORTHODOX CHURCH 330 SHAW AVE MCKEESPORT PA 15132 NONE PC GENERAL CHURCH OPERATIONS 5000 ELRAMA COMMUNITY CHURCH REV JUDE A URSO PO BOX 192 ELRAMA PA 15038 NONE PC GENERAL CHURCH OPERATIONS 4000 HIGHLAND GROVE UNITED METHODIST CHURCH 2909 HIGHLAND AVE MCKEESPORT PA 15132 NONE PC GENERAL CHURCH OPERATIONS 7500 MCKEESPORT SHARED MINITRIES-BEULAH PARK 1615 GRANDVIEW AVE MCKEESPORT PA 15132 NONE PC GENERAL CHURCH OPERATIONS 5000 THE 9TH STREET CLINIC 1305 FIFTH AVENUE MCKEESPORT PA 15132 NONE PC GENERAL OPERATIONS OF 7000 ST JOHNS EVANGELICAL LUTHERAN CHURCH - NORTH 715 LINCOLN HIGHWAY NORTH VERSAILLES PA 15137 NONE PC GENERAL CHURCH OPERATIONS 2000 CENTRAL HIGHLANDS UNITED METHODIST CHURC 100 TIMOTHY DR ELIZABETH PA 15037 NONE PC GENERAL CHURCH OPERATIONS 2500 IN CARE OF CATS INC 723 FALLEN TIMBER RD ELIZABETH PA 15037 NONE PC GENERAL OPERATIONS 10000 CARNEGIE FREE LIBRARY OF MCKEESPORT 1507 LIBRARY AVE MCKEESPORT PA 15132 NONE PC GENERAL FUNDS 20000 EAST SUBURBAN SEVENTH DAY ADVENTIST CHURCH 1209 LUEHM AVE NORTH VERSAILLES PA 15137 NONE PC GENERAL CHURCH OPERATIONS 3000 GARDEN CLUB OF MCKEESPORT 1400 PINOAK DRIVE MCKEESPORT PA 15122 NONE PC GENERAL OPERATIONS 4000 WEST SIDE UNITED METHODIST CHURCH 307 ATLANTIC AVE MCKEESPORT PA 15132 NONE PC GENERAL CHURCH OPERATIONS 4500 GREENOCK UNITED METHODIST CHURCH 1213 GREENOCK BUENA VISTA RD MCKEESPORT PA 15135 NONE PC GENERAL CHURCH OPERATIONS 5000 HUMANE ANIMAL RESCUE OF PITTSBURGH 6000 VERONA RD VERONA PA 15147 NONE PC GENERAL OPERATIONS 1000 ST STEPHENS EPISCOPAL CHURCH 220 8TH STREET MCKEESPORT PA 15132 NONE PC GENERAL CHURCH OPERATIONS 7500 UNIVERSITY OF PITTSBURGH CRAWFORD SCHOLARSHIP 128 N CRAIG STREET PITTSBURGH PA 15260 NONE PC EDUCATIONAL SCHOLARSHIP 5000 ST ANTHONY SCHOOL PROGRAMS 2000 CORPORATE DR STE 580 WEXFORD PA 15090 NONE PC EDUCATIONAL SCHOLARSHIP 10000 GOODWILL OF SOUTHWESTERN PA 118 52ND STREET PITTSBURGH PA 15201 NONE PC GENERAL OPERATIONS 2000 MCKEESPORT AREA MEALS ON WHEELS INC 1406 CORNELL AVE MCKEESPORT PA 15132 NONE PC GENERAL OPERATIONS 12000 PARK BAPTIST CHURCH 749 CENTER ST MCKEESPORT PA 15132 NONE PC GENERAL CHURCH OPERATIONS 5000 DRAVOSBURG UNITED METHODIST CHURCH 109 MAPLE AVE DRAVOSBURG PA 15034 NONE PC GENERAL CHURCH OPERATIONS 3000 MCKEESPORT HOSPITAL JUNIOR COMMITTEE 1500 5TH AVENUE MCKEESPORT PA 15132 NONE PC GENERAL FUND 1000 ELIZABETH TOWNSHIP HISTORICAL SOCIETY 5811 SMITHFIELD ST MCKEESPORT PA 15135 NONE PC LOG HOUSE & GENERAL FUND 8000 MCKEESPORT HOSPITAL FOUNDATION 1500 5TH AVE MCKEESPORT PA 15132 NONE PC GENERAL FUND 5000 COMMUNITY COLLEGE OF ALLEGHENY COUNTY EDUCATIONAL FOUNDATION (AKA CCAC) 808 RIDGE AVE RM 102 PITTSBURGH PA 15212 NONE PC EDUCATIONAL SCHOLARSHIP 3000 PORT VUE UNITED METHODIST CHURCH 1565 WASHINGTON BLVD MCKEESPORT PA 15133 NONE PC GOOD SAMARITAN FOOD PANTRY 3000 GREATER PITTSBURGH COMMUNITY FOOD BANK 1 NORTH LINDEN STREET DUQUESNE PA 15110 NONE PC GENERAL FUNDS FOR FOOD BANK 10000 HERITAGE COMMUNITY INITIATIVES 820 BRADDOCK AVENUE BRADDOCK PA 15104 NONE PC GENERAL FUND 2500 ELIZABETH BAPTIST CHURCH 735 BUNOLA RIVER RD ELIZABETH PA 15037 NONE PC GENERAL CHURCH OPERATIONS 7500 MCKEESPORT HISTORY & HERITAGE CENTER 1832 ARBORETUM DR MCKEESPORT PA 15132 NONE PC GENERAL FUND 20000 MON YOUGH TRAIL COUNCIL PO BOX 14 MCKEESPORT PA 15135 NONE PC GENERAL FUND 3000 CENTRAL FOOD PANTRY OF ELIZABETH TOWNSHIP PO BOX 47 BEUNA VISTA PA 15018 NONE PC GENERAL FUND FOR FOOD 2500 JAMIE'S DREAM TEAM 4617 WALNUT STREET MCKEESPORT PA 15132 NONE PC GENERAL FUND 5000 THE JODIE MATTA-DILLINGER FOUNDATION CANCER CARE COMMITTEE 1165 HUSTON DR WEST MIFFLIN PA 15122 NONE PC GENERAL FUNDS CANCER CARE 2500 STEEL VALLEY TRAIL COUNCIL PO BOX 318 HOMESTEAD PA 15120 NONE PC GENERAL OPERATIONS 2500 GROW PITTSBURGH 6587 HAMILTON AVE 2W PITTSBURGH PA 15206 NONE PC GENERAL OPERATIONS 10000 MON YOUGH CHORALE DONNA R DINEEN PRESIDENT 1822 PENNSYLVANIA AVE IRWIN PA 15642 NONE PC GENERAL FUND 2000 MARY OF NAZARETH CATHOLIC SCHOOL 1640 FAWCETT AVE WHITE OAK PA 15131 NONE PC GENERAL FUND 2000 WAYPOINT YOUTH AND COMMUNITY CENTER INC 320 MALLARD ST WEST NEWTON PA 15089 NONE PC GENERAL OPERATIONS 5000 WILMERDING COMMUNITY CENTER INC 1 MEMORIAL FIELD WILMERDING PA 15148 NONE PC GENERAL FUND 5000 MCKEESPORT AGAPE CENTER 1201 PRESCOTT STREET WHITE OAK PA 15131 NONE PC GENERAL OPERATIONS 3000 LAROSA YOUTH DEVELOPMENT FOUNDATION 108 MARSHALL DRIVE MCKEESPORT PA 15132 NONE PC GENERAL OPERATIONS 5000 FRIENDS OF CAMP SOLES 134 CAMP SOLES LANE ROCKWOOD PA 15557 NONE PC GENERAL OPERATIONS 16000 LIONS DIABETES BOARD OF ALLEGHENY AND WESTMORELAND COUNTIES 1006 HARVARD RD MONROEVILLE PA 15146 NONE PC GENERAL OPERATIONS 5000 PITTSBURGH DREAM CENTER 908 EVANS AVE MCKEESPORT PA 15132 NONE PC GENERAL OPERATIONS 5000 ELIZABETH FORWARD SWIM CLUB PO BOX 45 MCKEESPORT PA 15135 NONE PC GENERAL FUND 3000 WOMANS CLUB OF ELIZABETH JOEY BAILA PRESIDENT 2120 LEWIS ST WHITE OAK PA 15131 NONE PC GENERAL FUND 3000 418500 14 333000 18 1493487 SECTION 897 CAPITA 14 2337 1828824 1828824 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 10455 10455 FIDELITY TOTAL BOND ETF 763483 754354 ISHARES CORE U.S. AGGREGATE BO 703871 697680 PIMCO ETF TRUST 1524276 1501153 VANGUARD TOTAL BOND MARKET ETF 762907 756349 AMTRUST FINANCIAL SVCS INC 7.6 25000 14500 AMTRUST FINANCIAL SVCS INC 7.5 16250 9425 PS BUSINESS PARKS INC 5.250% P 54000 28339 FEDERAL HOME LOAN MORTGAGE 4% 49500 48585 PRIOR TRUSTEE INVESTMENT IN ST AMAZON COM INC 81413 94996 HOME DEPOT INC 34066 37343 LOWES COS 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26893 FEDEX CORP 23753 26164 L3 HARRIS TECHNOLOGIES INC 23543 22079 LOCKHEED MARTIN 23391 24297 MSA SAFETY INC 11277 95649 RB GLOBAL INC 22035 25980 RAYTHEON TECH CORP 23490 25690 REPUBLIC SERVICES INC 23228 24343 ACCENTURE, PLC 27382 26384 APPLE INC 134368 159267 APPLIED MATERIALS INC 41584 28460 BROADCOM INC 39109 53323 LAM RESEARCH CORP 42509 28892 MICROSOFT CORP 119944 112541 MOTOROLA SOLUTIONS INC 42890 51308 NVIDIA CORP 132039 136304 ORACLE CORP 24012 20830 QUALCOMM INC 41139 29341 EASTMAN CHEMICAL COMPANY 24322 22556 VULCAN MATERIALS CO W/1RT/SH 23679 24694 AT&T INC 12282 112324 ALPHABET IINC - CL A 93245 98057 COMCAST CORP NEW 30312 29874 META PLATFORMS INC CLASS A 49132 57965 NETFLIX INC 30069 39218 AMERICAN ELECTRIC POWER INC 17236 103298 EDISON INTL 27439 30499 PUBLIC SERV ELEC GAS 27397 31515 FIDELITY ENHANCED INT ETF 237246 230784 INNOVATOR EDP 125277 130596 ISHARES MSCI EMERGING MKT ETF 241353 236158 ISHARES CORE S&P MIDCAP ETF 334259 384453 ISHARES S&P SMALLCAP 600 ETF 375478 392555 ISHARES CORE MSCI EAFE ETF 677706 697599 SPDR S&P 500 TRSUT ETF 515228 812893 DIGITAL REALTY TRUST INC REIT AT COST 21444 25890 MID-AMERICA APARTMENT COMM REI AT COST 21888 24113 LEGAL FEES - PRINCIPAL (ALLOCA 22388 22388 GNMA 5.000% DUE 07/20/51 99375 96976 2024 MUTUAL FD INCOME POSTED IN 2025 14693 ACCD INT PD CARRYOVER TO 2025 125 UNDETERMINED/ROUNDING 799 OTHER ALLOCABLE EXPENSE-PRINCI 125 0 0 OTHER NON-ALLOCABLE EXPENSE - 3891 0 0 DIGITAL REALTY TRUST INC REIT 19 19 DIGITAL REALTY TRUST INC 5.250% PREFERRE 71 71 MID-AMERICA APARTMENT COMM REIT 6 6 PS BUSINESS PARKS 5.250% PREFERRED - CAL 2241 2241 2023 MMUTUAL FD INCOME POSTED IN 2024 8528 DELAYED MUTUAL FUND INCOME 120 2023 GRANT REDEPOSITED 2500 INVESTMNT MNGMNT FEES (NON-DED 23870 23870 FOREIGN TAXES 167 0 0 FEDERAL TAX PAYMENT - PRIOR YE 6873 0 0 FEDERAL ESTIMATES - PRINCIPAL 10000 0 0 FOREIGN TAXES ON QUALIFIED FOR 2173 0 0 FOREIGN TAXES ON NONQUALIFIED 517 0 0