Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
J CLAWSON MILLS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-6079334
B Telephone number (see instructions)

(212) 922-8036
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,373,965J 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 bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 104,544 103,915  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 95,821
b Gross sales price for all assets on line 6a 592,572
7 Capital gain net income (from Part IV, line 2)... 95,821
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........ 200,365 199,736  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,180 22,908   15,272
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,425 3,833   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,855 26,741 0 15,522
25 Contributions, gifts, grants paid....... 292,541 292,541
26 Total expenses and disbursements. Add lines 24 and 25 343,396 26,741 0 308,063
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -143,031
b Net investment income (if negative, enter -0-) 172,995
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 460,455 111,238 111,238
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,150,357 Click to see attachment4,355,981 6,262,727
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,610,812 4,467,219 6,373,965
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 bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,610,812 4,467,219
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)..... 4,610,812 4,467,219
30 Total liabilities and net assets/fund balances (see instructions). 4,610,812 4,467,219
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
4,610,812
2
Enter amount from Part I, line 27a .....................
2
-143,031
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6
4
Add lines 1, 2, and 3 ..........................
4
4,467,787
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
568
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,467,219
Form 990-PF (2020)
Form 990-PF (2020)
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 .4 TRUIST FINL CORP   2019-11-06 2020-01-02
b 130. CISCO SYS INC     2020-01-09
c 230. MARVELL TECHNOLOGY GROUP LTD 0.002     2020-01-09
d 29.333 DUPONT DE NEMOURS INC   2019-06-10 2020-01-10
e 86.667 DUPONT DE NEMOURS INC     2020-01-10
90. DOLLAR TREE INC     2020-01-13
100. TAIWAN SEMICONDUCTOR ADR     2020-01-15
39. ALIGN TECHNOLOGY INC     2020-01-23
90. BOSTON SCIENTIFIC CORP COM   2018-10-18 2020-01-23
40. CVS CORP   2018-09-18 2020-01-23
100. TAIWAN SEMICONDUCTOR ADR     2020-01-23
19. UNITED HEALTH GROUP INC   2019-11-18 2020-01-23
50. DOLLAR TREE INC     2020-01-24
60. CVS CORP     2020-01-31
240. EXELON CORP     2020-01-31
10. EXELON CORP   2015-08-20 2020-01-31
17. VERTEX PHARMACEUTICALS INC   2019-06-19 2020-01-31
360. AT&T INC   2019-09-11 2020-02-03
90. COMCAST CORP NEW CL A     2020-02-03
10. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-03-25 2020-02-03
290. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-09-20 2020-02-03
68. DOLLAR TREE INC     2020-02-10
140. AT&T INC     2020-02-12
24. AMGEN INC   2019-08-16 2020-02-14
200. CISCO SYS INC   2018-10-22 2020-02-19
31. KLA TENCOR CORP   2019-10-28 2020-02-24
50. ABBOTT LABORATORIES   2020-01-23 2020-02-28
67. NXP SEMICONDUCTORS N V   2019-09-11 2020-02-28
140. COMCAST CORP NEW CL A     2020-03-03
240. MGM MIRAGE     2020-03-04
.3656 INGERSOLL RAND INC   2012-02-16 2020-03-09
18. S & P GLOBAL INC     2020-03-09
26. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-09
10. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-11
12. KLA TENCOR CORP   2019-10-28 2020-03-12
90. NIKE INC CL B     2020-03-13
79. EXACT SCIENCES CORP     2020-03-17
20. MEDTRONIC PLC   2020-01-23 2020-03-17
150. MGM MIRAGE   2019-11-06 2020-03-19
450. MGM MIRAGE     2020-03-19
30. PHILIP MORRIS INTERNATIONAL   2019-04-30 2020-03-19
60. PHILIP MORRIS INTERNATIONAL     2020-03-19
44. HOME DEPOT INC USD 0.05     2020-03-20
130. SYNCHRONY FINANCIAL   2016-10-06 2020-03-24
100. SYNCHRONY FINANCIAL   2019-11-08 2020-03-24
26. VISA INC   2015-10-19 2020-03-24
86.6667 DOW INC.     2020-03-25
79.3333 DOW INC.   2019-04-12 2020-03-25
50. DISNEY (WALT) COMPANY HOLDING CO.     2020-03-30
110. EXXON MOBIL CORP   2019-05-09 2020-03-30
130. AT&T INC   2019-08-27 2020-04-03
31. CONSTELLATION BRANDS INC     2020-04-03
115. CARRIER GLOBAL CORP   2019-10-21 2020-04-08
237. INGERSOLL RAND INC   2012-02-16 2020-04-08
80. EXELON CORP     2020-04-15
12. NEXTERA ENERGY INC   2018-06-27 2020-04-15
24. SEMPRA ENERGY   2020-01-31 2020-04-15
.5 OTIS WORLDWIDE CORP   2019-10-21 2020-04-22
3. AMAZON COM INC     2020-04-24
3. AMAZON COM INC     2020-04-29
110. MERCK & CO INC     2020-05-04
30. MERCK & CO INC   2014-01-24 2020-05-06
8. THERMO ELECTRON CORP   2019-03-21 2020-05-06
27. SALESFORCE COM INC   2011-05-09 2020-05-14
100. TAIWAN SEMICONDUCTOR ADR     2020-05-19
120. TAIWAN SEMICONDUCTOR ADR     2020-05-26
2. AMAZON COM INC   2020-03-13 2020-06-03
20. JOHNSON & JOHNSON COM     2020-06-03
13. VERTEX PHARMACEUTICALS INC     2020-06-03
5. ADOBE SYS INC COM   2020-02-28 2020-06-04
20. MICROSOFT CORP COM   2019-11-15 2020-06-04
2. ATLASSIAN CORP PLC-CLASS A   2019-06-25 2020-06-04
24. ATLASSIAN CORP PLC-CLASS A     2020-06-04
9. AMGEN INC   2019-08-16 2020-06-10
13. JOHNSON & JOHNSON COM   2019-03-08 2020-06-10
20. MERCK & CO INC   2014-01-24 2020-06-10
50. SQUARE INC - A   2019-04-11 2020-06-11
120. TRUIST FINL CORP   2019-11-06 2020-06-11
17. BIOGEN IDEC INC   2020-03-17 2020-06-16
90. CVS CORP     2020-06-23
140. MERCK & CO INC   2014-01-24 2020-06-23
8. UNITED HEALTH GROUP INC   2019-11-18 2020-06-23
93. JOHNSON & JOHNSON COM   2017-08-10 2020-06-25
100. T-MOBILES US INC- RIGHTS 12/25/50   2020-06-26 2020-06-30
140. AT&T INC   2019-08-27 2020-07-06
40. SQUARE INC - A   2019-04-11 2020-07-13
20. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-07-15
36. PAYPAL HOLDINGS INC   2019-07-29 2020-07-15
7. TRADE DESK INC/THE   2020-03-09 2020-07-15
4. ADOBE SYS INC COM   2020-02-28 2020-07-16
8. ADOBE SYS INC COM   2013-02-04 2020-07-16
27. SALESFORCE COM INC   2011-05-09 2020-07-16
10. UNITED HEALTH GROUP INC   2019-11-18 2020-07-17
7. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-07-17
37. PROCTER & GAMBLE CO COM   2020-03-19 2020-07-27
90. ADVANCED MICRO DEVICES INC   2019-02-19 2020-08-03
80. EXELON CORP     2020-08-03
11. NEXTERA ENERGY INC   2018-06-27 2020-08-03
19. PAYPAL HOLDINGS INC   2019-10-28 2020-08-03
44. PAYPAL HOLDINGS INC     2020-08-03
15. S & P GLOBAL INC   2019-06-19 2020-08-07
78. BIOMARIN PHARMACEUTICAL INC   2020-06-25 2020-08-24
10. ADVANCED MICRO DEVICES INC   2019-02-19 2020-09-01
1. ALPHABET INC/CA   2019-11-25 2020-09-01
6. KLA TENCOR CORP   2019-10-28 2020-09-01
5. PAYPAL HOLDINGS INC   2019-10-28 2020-09-01
6. SQUARE INC - A   2019-04-10 2020-09-01
51. CONSTELLATION BRANDS INC   2015-08-13 2020-09-02
13. NVIDIA CORP   2020-01-23 2020-09-04
3. ALPHABET INC/CA   2019-11-25 2020-09-09
9. CROWDSTRIKE HOLDINGS INC - A   2020-05-19 2020-09-09
7. COSTCO WHSL CORP NEW     2020-09-17
26. NIKE INC CL B   2018-02-14 2020-09-17
70. YUM BRANDS INC     2020-09-29
200. EXXON MOBIL CORP   2019-05-09 2020-10-07
42. ELI LILLY & CO COM   2020-06-23 2020-10-28
36. VERTEX PHARMACEUTICALS INC     2020-10-30
45. DISNEY (WALT) COMPANY HOLDING CO.     2020-11-02
15. AMGEN INC   2020-06-25 2020-11-11
38. AMGEN INC   2019-08-16 2020-11-11
18. COSTCO WHSL CORP NEW   2009-11-24 2020-11-11
26. DOLLAR GENERAL CORP   2020-03-30 2020-11-11
53.3539 VIATRIS INC     2020-11-20
27.6461 VIATRIS INC     2020-11-20
.8921 VIATRIS INC   2017-10-30 2020-11-25
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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 22   22  
b 6,137   5,993 144
c 5,989   4,562 1,427
d 1,762   2,187 -425
e 5,207   6,242 -1,035
8,169   9,229 -1,060
5,835   4,947 888
10,576   5,727 4,849
3,904   3,378 526
2,915   3,152 -237
5,698   4,345 1,353
5,667   5,209 458
4,418   4,937 -519
4,073   4,628 -555
11,376   11,087 289
474   341 133
3,818   3,063 755
13,328   13,876 -548
3,859   3,169 690
242   198 44
7,026   5,455 1,571
5,915   6,517 -602
5,347   5,284 63
5,353   4,900 453
9,198   9,183 15
4,809   5,403 -594
3,802   4,532 -730
7,526   7,371 155
5,911   3,698 2,213
5,503   8,233 -2,730
8   3 5
4,413   4,575 -162
4,282   4,505 -223
1,642   1,733 -91
1,590   2,091 -501
6,722   6,415 307
3,359   3,925 -566
1,553   2,408 -855
1,194   4,557 -3,363
3,583   13,797 -10,214
1,948   2,551 -603
3,897   5,466 -1,569
7,129   10,296 -3,167
1,890   3,583 -1,693
1,454   3,694 -2,240
3,927   2,004 1,923
2,599   4,090 -1,491
2,379   4,593 -2,214
4,868   5,587 -719
4,137   8,411 -4,274
3,576   4,523 -947
4,069   3,954 115
1,610   2,727 -1,117
5,906   1,940 3,966
2,966   2,682 284
2,848   2,016 832
2,914   3,843 -929
23   36 -13
7,209   5,937 1,272
7,078   5,695 1,383
8,425   6,150 2,275
2,330   1,559 771
2,693   2,166 527
4,488   889 3,599
5,113   4,201 912
6,152   4,934 1,218
4,937   3,424 1,513
2,957   2,763 194
3,600   2,309 1,291
1,927   1,686 241
3,676   2,993 683
344   258 86
4,132   1,287 2,845
2,037   1,837 200
1,912   1,780 132
1,624   1,040 584
4,338   3,781 557
4,538   6,590 -2,052
4,812   5,205 -393
5,815   6,596 -781
10,814   7,277 3,537
2,384   2,193 191
12,971   12,417 554
17     17
4,246   4,871 -625
5,014   3,025 1,989
2,024   1,578 446
6,126   4,031 2,095
2,991   1,555 1,436
1,688   1,349 339
3,376   306 3,070
4,949   889 4,060
3,078   2,742 336
2,051   1,215 836
4,679   4,265 414
7,021   2,192 4,829
3,043   2,652 391
3,056   1,848 1,208
3,738   2,053 1,685
8,655   4,812 3,843
5,168   3,439 1,729
5,701   9,642 -3,941
909   244 665
1,636   1,305 331
1,236   1,046 190
1,038   540 498
1,006   449 557
9,557   6,499 3,058
6,346   3,273 3,073
4,626   3,914 712
1,146   710 436
2,365   695 1,670
3,029   1,764 1,265
6,358   6,808 -450
6,674   15,293 -8,619
5,562   6,743 -1,181
7,481   6,223 1,258
5,430   3,475 1,955
3,615   3,509 106
9,158   7,758 1,400
6,705   1,088 5,617
5,572   3,842 1,730
920   838 82
477   418 59
15   13 2
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
      58,439
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b       144
c       1,427
d       -425
e       -1,035
      -1,060
      888
      4,849
      526
      -237
      1,353
      458
      -519
      -555
      289
      133
      755
      -548
      690
      44
      1,571
      -602
      63
      453
      15
      -594
      -730
      155
      2,213
      -2,730
      5
      -162
      -223
      -91
      -501
      307
      -566
      -855
      -3,363
      -10,214
      -603
      -1,569
      -3,167
      -1,693
      -2,240
      1,923
      -1,491
      -2,214
      -719
      -4,274
      -947
      115
      -1,117
      3,966
      284
      832
      -929
      -13
      1,272
      1,383
      2,275
      771
      527
      3,599
      912
      1,218
      1,513
      194
      1,291
      241
      683
      86
      2,845
      200
      132
      584
      557
      -2,052
      -393
      -781
      3,537
      191
      554
      17
      -625
      1,989
      446
      2,095
      1,436
      339
      3,070
      4,060
      336
      836
      414
      4,829
      391
      1,208
      1,685
      3,843
      1,729
      -3,941
      665
      331
      190
      498
      557
      3,058
      3,073
      712
      436
      1,670
      1,265
      -450
      -8,619
      -1,181
      1,258
      1,955
      106
      1,400
      5,617
      1,730
      82
      59
      2
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 95,821
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 2,405
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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 2,405
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 2,405
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,440
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 7,440
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,035
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,204 RefundedBullet 11 3,831
Part VII-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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (212) 922-8036

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    BNY MELLON N A TRUSTEE
    0     		38,180    
    PO BOX 185
    PITTSBURGH,PA152300185
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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.............bullet0
    Part IX-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 IX-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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    5,411,812
    b
    Average of monthly cash balances.......................
    1b
    211,910
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,623,722
    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
    5,623,722
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    84,356
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,539,366
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    276,968
    Part XI
    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 X, line 6....................
    1
    276,968
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,405
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,405
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    274,563
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    274,563
    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 XIII, line 1 ...
    7
    274,563
    Part XII
    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
    308,063
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    308,063
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    308,063
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 274,563
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 31,795
    b From 2016...... 21,451
    c From 2017...... 0
    d From 2018...... 58,942
    e From 2019...... 76
    fTotal of lines 3a through e........ 112,264
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 308,063
    a Applied to 2019, but not more than line 2a 0
    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 2020 distributable amount..... 274,563
    e Remaining amount distributed out of corpus 33,500
    5 Excess distributions carryover applied to 2020. 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 5 145,764
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		31,795
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		113,969
    10 Analysis of line 9:
    a Excess from 2016.... 21,451
    b Excess from 2017.... 0
    c Excess from 2018.... 58,942
    d Excess from 2019.... 76
    e Excess from 2020.... 33,500
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    J CLAWSON MILLS CHARITABLE TRUST
    C/O BNY MELLON
    NEW YORK,NY10166     		NONE PC GENERAL OPERATING 292,541
    Total .................................bullet 3a 292,541
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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....     14 104,544  
    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 95,821  
    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)..   200,365  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    200,365
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsOtherSchedule2
    Name:
    J CLAWSON MILLS CHARITABLE TRUST
    EIN:
    13-6079334
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    G06242104 ATLASSIAN CORP PLC-C AT COST 3,244 14,500
    00724F101 ADOBE SYS INC COM AT COST 1,913 25,006
    037833100 APPLE COMPUTER INC C AT COST 46,974 169,843
    05569M301 BNY MELLON INCOME ST AT COST 195,934 255,955
    05569M509 BNY MELLON MID CAP S AT COST 378,986 648,334
    05569M806 BNY MELLON SMALL CAP AT COST 193,042 385,119
    05569M855 BNY MELLON EMERGING AT COST 175,784 221,117
    150870103 CELANESE CORP DEL AT COST 10,902 32,875
    58933Y105 MERCK & CO INC      
    882508104 TEXAS INSTRUMENTS IN AT COST 28,139 39,063
    016255101 ALIGN TECHNOLOGY INC      
    060505104 BANK AMER CORP AT COST 14,344 26,370
    126408103 CSX CORP COM AT COST 13,924 32,670
    244199105 DEERE & COMPANY AT COST 18,128 37,936
    30303M102 FACEBOOK INC AT COST 24,659 69,383
    437076102 HOME DEPOT INC USD 0 AT COST 3,273 27,359
    595112103 MICRON TECHNOLOGY AT COST 28,040 51,122
    718172109 PHILIP MORRIS INTERN AT COST 19,740 26,079
    G47791101 INGERSOLL-RAND PLC      
    G5876H105 MARVELL TECHNOLOGY G      
    026874784 AMERICAN INTERNATION AT COST 34,513 32,560
    05569M871 BNY MELLON INTL FD C AT COST 150,000 176,965
    166764100 CHEVRONTEXACO CORP AT COST 27,143 24,153
    254687106 DISNEY (WALT) COMPAN AT COST 4,076 24,459
    594918104 MICROSOFT CORP COM AT COST 59,571 135,899
    63872T729 ASG MANAGED FUTURES AT COST 64,868 65,802
    65339F101 NEXTERA ENERGY INC AT COST 11,932 23,145
    G5960L103 MEDTRONIC PLC AT COST 23,987 29,988
    02079K305 ALPHABET INC/CA AT COST 20,875 71,858
    05569M368 BNY MELLON CORP BOND AT COST 141,733 154,237
    126650100 CVS CORP AT COST 11,789 12,977
    17275R102 CISCO SYS INC      
    21036P108 CONSTELLATION BRANDS      
    30063P105 EXACT SCIENCES CORP      
    654106103 NIKE INC CL B AT COST 14,137 36,216
    717081103 PFIZER INC COM AT COST 24,483 25,767
    79466L302 SALESFORCE COM INC AT COST 1,745 11,794
    87165B103 SYNCHRONY FINANCIAL AT COST 23,870 32,975
    92826C839 VISA INC AT COST 28,529 63,213
    002824100 ABBOTT LABORATORIES AT COST 11,474 25,183
    988498101 YUM BRANDS INC AT COST 4,131 17,261
    023135106 AMAZON COM INC AT COST 14,012 113,993
    03027X100 AMERICAN TOWER CORP- AT COST 8,437 15,488
    05569M830 BNY MELLON BOND FD C AT COST 540,992 573,030
    30161N101 EXELON CORP AT COST 8,908 12,244
    46625H100 J P MORGAN CHASE & C AT COST 38,033 47,778
    64110L106 NETFLIX COM INC AT COST 13,052 17,303
    723787107 PIONEER NAT RES CO AT COST 13,236 10,478
    91913Y100 VALERO ENERGY CORP N AT COST 2,166 8,372
    929089100 VOYA FINANCIAL INC AT COST 12,712 25,288
    G29183103 EATON CORP PLC AT COST 13,503 31,116
    110122108 BRISTOL MYERS SQUIBB AT COST 16,759 21,711
    22160K105 COSTCO WHSL CORP NEW AT COST 2,781 17,332
    438516106 HONEYWELL INTL INC AT COST 6,664 37,223
    552953101 MGM MIRAGE      
    452308109 ILLINOIS TOOL WORKS AT COST 13,453 31,601
    609207105 MONDELEZ INTERNATION AT COST 18,866 26,312
    808513105 SCHWAB CHARLES CORP AT COST 9,877 16,442
    872590104 T -MOBILE US INC AT COST 6,325 13,485
    91324P102 UNITED HEALTH GROUP AT COST 25,653 44,536
    05569M384 BNY MELLON INTL EQUI AT COST 105,000 94,871
    05569M814 BNY MELLON INTERMEDI AT COST 114,673 116,382
    101137107 BOSTON SCIENTIFIC CO AT COST 26,218 25,884
    20030N101 COMCAST CORP NEW CL AT COST 5,633 19,912
    29444U700 EQUINIX INC AT COST 16,438 24,996
    478160104 JOHNSON & JOHNSON CO      
    742718109 PROCTER & GAMBLE CO AT COST 23,126 33,394
    921075297 VAN ECK CM COMMODITY AT COST 80,000 67,650
    883556102 THERMO ELECTRON CORP AT COST 14,115 25,152
    05587K857 BNYM INTL STCK-Y AT COST 100,000 151,063
    05588F709 BNYM GLBL RL EST SEC AT COST 89,539 93,962
    256746108 DOLLAR TREE INC      
    260557103 DOW INC.      
    00206R102 AT&T INC      
    09661F701 BNYM INTL SMALL CAP- AT COST 56,701 59,862
    00287Y109 ABBVIE INC AT COST 26,064 34,288
    031162100 AMGEN INC      
    05588D753 BNY MELLON INTL EQTY AT COST 100,000 124,882
    89832Q109 TRUIST FINL CORP AT COST 25,953 27,991
    26614N102 DUPONT DE NEMOURS IN      
    30231G102 EXXON MOBIL CORP      
    852234103 SQUARE INC - A AT COST 11,023 33,517
    874039100 TAIWAN SEMICONDUCTOR      
    92532F100 VERTEX PHARMACEUTICA      
    05588F600 BNYM DIVERSIFIED INT AT COST 190,040 282,104
    05589K400 BNYM FLTNG RT INC-Y AT COST 150,097 137,301
    007903107 ADVANCED MICRO DEVIC AT COST 6,623 28,430
    913017109 UNITED TECHNOLOGIES      
    05587N505 BNYM DYN TTL RTRN-Y AT COST 136,221 146,116
    70450Y103 PAYPAL HOLDINGS INC AT COST 20,271 44,264
    78409V104 S & P GLOBAL INC AT COST 16,029 23,997
    G1151C101 ACCENTURE PLC IRELAN      
    N6596X109 NXP SEMICONDUCTORS N      
    05588E850 BNY MELLON HIGH YIEL AT COST 125,881 120,154
    12572Q105 CME GROUP INC AT COST 25,898 26,033
    191216100 COCA-COLA CO USD AT COST 33,539 34,549
    461202103 INTUIT INC COM AT COST 11,411 15,194
    482480100 KLA TENCOR CORP AT COST 10,627 16,311
    68902V107 OTIS WORLDWIDE CORP AT COST 11,408 15,334
    22788C105 CROWDSTRIKE HOLDINGS AT COST 6,300 17,157
    88339J105 TRADE DESK INC/THE AT COST 5,151 19,224
    532457108 ELI LILLY & CO COM AT COST 18,011 19,248
    75513E101 RAYTHEON TECHNOLOGIE AT COST 9,098 8,224
    517834107 LAS VEGAS SANDS CORP AT COST 19,925 23,840
    G46188101 HORIZON THERAPEUTICS AT COST 14,252 13,899
    816851109 SEMPRA ENERGY AT COST 16,013 12,741
    16119P108 CHARTER COMMUNICATIO AT COST 23,198 29,108
    G8994E103 TRANE TECHNOLOGIES P AT COST 6,652 39,048
    83088M102 SKYWORKS SOLUTIONS I AT COST 12,185 14,065
    55024U109 LUMENTUM HOLDINGS IN AT COST 15,014 18,012
    256677105 DOLLAR GENERAL CORP AT COST 7,900 11,777
    009158106 AIR PRODUCTS AND CHE AT COST 15,757 19,945
    302491303 F M C CORP COM NEW AT COST 11,681 12,527
    67103H107 O'REILLY AUTOMOTIVE AT COST 19,941 22,176
    15135B101 CENTENE CORP DEL AT COST 16,618 15,008
    67066G104 NVIDIA CORP AT COST 24,446 52,220

    TY 2020 OtherDecreasesSchedule
    Name:
    J CLAWSON MILLS CHARITABLE TRUST
    EIN:
    13-6079334
    Description Amount
    PY RETURN OF CAPITAL ADJ 568


    TY 2020 OtherExpensesSchedule
    Name:
    J CLAWSON MILLS CHARITABLE TRUST
    EIN:
    13-6079334
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE INCOME TAXES - INCOME 250 0   250


    TY 2020 OtherIncreasesSchedule
    Name:
    J CLAWSON MILLS CHARITABLE TRUST
    EIN:
    13-6079334
    Description Amount
    ROUNDING 6


    TY 2020 TaxesSchedule
    Name:
    J CLAWSON MILLS CHARITABLE TRUST
    EIN:
    13-6079334
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,756 3,756   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,152 0   0
    FEDERAL ESTIMATES - INCOME 7,440 0   0
    FOREIGN TAXES ON NONQUALIFIED 77 77   0