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
WILLIAM A BURTON CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 11647
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

27-6471989
B Telephone number (see instructions)

(205) 820-3141
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$609,381J 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... 14,509 14,334  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 20,461
b Gross sales price for all assets on line 6a 80,037
7 Capital gain net income (from Part IV, line 2)... 20,461
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........ 34,970 34,795  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,914 7,131   1,783
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)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment 568 568   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 528 105   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 1,396 19    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,406 7,823 0 2,783
25 Contributions, gifts, grants paid....... 24,090 24,090
26 Total expenses and disbursements. Add lines 24 and 25 36,496 7,823 0 26,873
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,526
b Net investment income (if negative, enter -0-) 26,972
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......... 18,962 7,151 7,151
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).......... 438,142 Click to see attachment448,384 602,230
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) 457,104 455,535 609,381
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........ 457,104 455,535
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)..... 457,104 455,535
30 Total liabilities and net assets/fund balances (see instructions). 457,104 455,535
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
457,104
2
Enter amount from Part I, line 27a .....................
2
-1,526
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
455,578
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
43
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
455,535
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 5. EDWARDS LIFESCIENCES CORP   2017-02-06 2020-02-07
b 15. SYNCHRONY FINANCIAL   2016-03-16 2020-02-07
c 9. WABCO HLDGS INC   2016-12-19 2020-06-01
d 4. AGILENT TECHNOLOGIES INC   2016-02-19 2020-06-23
e 8. ALLEGHENY TECHNOLOGIES INC   2016-02-19 2020-06-23
64. ASSA ABLOY AB - UNSP ADR   2017-06-28 2020-06-23
16. ASSA ABLOY AB - UNSP ADR   2016-02-19 2020-06-23
1. BWX TECHNOLOGIES INC   2017-07-14 2020-06-23
1. BECTON DICKINSON AND CO   2018-01-02 2020-06-23
8. BORG WARNER INC   2016-02-19 2020-06-23
2. BOSTON PROPERTIES INC   2016-02-19 2020-06-23
4. CABOT CORP   2016-02-19 2020-06-23
7. CANADIAN NATIONAL RAILWAY CO   2017-06-28 2020-06-23
31. CARLSBERG A/S   2017-06-28 2020-06-23
1. CHAMPIONX CORP   2016-02-19 2020-06-23
1. CHARTER COMMUNICATIONS INC-A   2017-08-01 2020-06-23
42. CIE FINANCIERE RICHEMONT SA   2017-06-28 2020-06-23
38. COMPASS GROUP PLC   2017-06-28 2020-06-23
9. DBS GROUP HOLDINGS LTD   2017-06-28 2020-06-23
34. DAIWA HOUSE INDUS-UNSP ADR   2017-06-28 2020-06-23
5. DARDEN RESTAURANTS INC   2016-02-19 2020-06-23
6. DENTSPLY SIRONA INC   2016-02-19 2020-06-23
1. DISH NETWORK CORP   2016-02-19 2020-06-23
712.251 DOUBLELINE EMG MKTS INC-I   2019-11-26 2020-06-23
3. DOVER CORP   2016-02-19 2020-06-23
6. EASTMAN CHEMICAL CO   2016-02-19 2020-06-23
8. EATON VANCE CORP   2016-02-19 2020-06-23
6. ECHOSTAR HLDG CORP   2016-02-19 2020-06-23
23. EQUINOR ASA   2017-06-28 2020-06-23
17. FANUC CORP-UNSP ADR   2017-06-28 2020-06-23
3. GENERAL DYNAMICS CORP   2016-02-19 2020-06-23
19. INFORMA PLC   2017-06-28 2020-06-23
13. JABIL CIRCUIT INC   2017-05-02 2020-06-23
3. JONES LANG LASALLE INC   2016-02-19 2020-06-23
7. KBC GROUP NV   2017-06-28 2020-06-23
24. KEYCORP NEW   2016-02-19 2020-06-23
18. KOMATSU LTD SPON ADR NEW   2017-06-28 2020-06-23
22. MAKITA CORP   2017-06-28 2020-06-23
7. POLARIS INDUSTRIES INC   2016-09-12 2020-06-23
4. REINSURANCE GROUP OF AMERICA INC   2016-02-19 2020-06-23
15. ROYAL DUTCH SHELL PLC-ADR   2017-06-28 2020-06-23
4. SNAP ON INC   2016-02-19 2020-06-23
8. STARBUCKS CORP   2016-09-08 2020-06-23
7. STIFEL FINANCIAL CORP   2016-02-19 2020-06-23
102. SUMITOMO MITSUI-SPONS ADR   2017-06-28 2020-06-23
16. SUNCOR ENERGY INC   2017-06-28 2020-06-23
30. TAKEDA PHARMACEUTICAL CO LTD   2019-01-10 2020-06-23
29. TELENOR ASA-ADR   2017-06-28 2020-06-23
711.575 TEMPLETON GLOBAL BOND FUND/UNITED STATES   2019-11-26 2020-06-23
38. VINCI S.A.-UNSPONS ADR   2017-06-28 2020-06-23
7. WABTEC CORP   2016-01-25 2020-06-23
5. WOODWARD INC   2016-02-19 2020-06-23
11. MEDTRONIC PLC   2017-06-28 2020-06-23
2. ALCON INC   2017-06-28 2020-06-23
7. GATX CORP   2016-02-19 2020-09-25
30. KAO CORP   2017-07-20 2020-09-25
7. R L I CORP   2016-02-19 2020-09-25
7. RAYMOND JAMES FINANCIAL INC   2016-02-19 2020-09-25
31. RELX PLC   2017-06-28 2020-09-25
117.925 WILLIAM BLAIR MACRO ALLOCATION FUND   2020-06-24 2020-09-25
3. RENAISSANCERE HLDGS LTD   2016-02-19 2020-09-25
.4 VONTIER CORP   2016-07-21 2020-11-13
9. ACTIVISION BLIZZARD INC   2016-02-19 2020-12-01
8. AKAMAI TECHNOLOGIES INC   2016-12-12 2020-12-01
3. ALIBABA GROUP HOLDING-SP ADR   2017-07-05 2020-12-01
6. APTARGROUP INC   2013-11-01 2020-12-01
4. ASHTEAD GROUP PLC   2017-06-28 2020-12-01
3. CUMMINS INC   2015-12-29 2020-12-01
13. DONALDSON CO INC   2016-02-19 2020-12-01
4. FLEETCOR TECHNOLOGIES INC   2015-09-21 2020-12-01
11. FORTIVE CORP.   2016-07-21 2020-12-01
5. JACK HENRY & ASSOCIATES INC   2016-02-19 2020-12-01
3. LABORATORY CORP AMER HLDGS COM NEW   2016-02-19 2020-12-01
7. MANHATTAN ASSOCS INC   2017-05-23 2020-12-01
14. MASCO CORP COM   2016-02-19 2020-12-01
12. NOVARTIS AG-ADR   2017-06-28 2020-12-01
4. PACKAGING CORP OF AMERICA   2016-02-19 2020-12-01
5. RBC BEARINGS INC   2013-11-01 2020-12-01
9. REPUBLIC SVCS INC CL A   2016-02-19 2020-12-01
11. SAP SE ONE ADR REPRS 1/12TH OF A PREF SH   2017-06-28 2020-12-01
4. SCOTTS MIRACLE-GRO CO/THE   2016-02-19 2020-12-01
19. UNILEVER PLC SPONSORED ADR   2017-06-28 2020-12-01
4. VONTIER CORP   2016-07-21 2020-12-01
47. ISHARES CORE S& P 500 ETF   2017-05-02 2020-12-15
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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    
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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 1,178   447 731
b 495   413 82
c 1,229   953 276
d 357   149 208
e 84   91 -7
678   670 8
170   156 14
59   50 9
237   216 21
280   256 24
189   224 -35
150   172 -22
618   519 99
854   607 247
10   25 -15
532   385 147
276   307 -31
562   762 -200
556   511 45
862   1,001 -139
365   307 58
266   339 -73
36   30 6
7,179   7,500 -321
290   145 145
423   375 48
325   232 93
176   176  
347   386 -39
315   281 34
462   406 56
232   367 -135
445   383 62
313   426 -113
205   191 14
328   258 70
374   355 19
804   721 83
673   535 138
342   359 -17
528   736 -208
548   580 -32
611   441 170
338   218 120
605   659 -54
280   480 -200
567   571 -4
447   453 -6
7,123   7,326 -203
904   744 160
430   438 -8
396   234 162
1,038   939 99
123   91 32
441   280 161
456   382 74
578   442 136
494   307 187
688   608 80
1,223   1,250 -27
498   346 152
12   7 5
719   270 449
825   464 361
796   423 373
763   388 375
688   264 424
704   270 434
702   379 323
1,074   628 446
778   471 307
806   414 392
604   325 279
722   330 392
758   386 372
1,072   808 264
530   180 350
857   346 511
878   411 467
1,344   1,041 303
707   265 442
1,147   921 226
133   74 59
17,245   11,300 5,945
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
      4,581
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       731
b       82
c       276
d       208
e       -7
      8
      14
      9
      21
      24
      -35
      -22
      99
      247
      -15
      147
      -31
      -200
      45
      -139
      58
      -73
      6
      -321
      145
      48
      93
       
      -39
      34
      56
      -135
      62
      -113
      14
      70
      19
      83
      138
      -17
      -208
      -32
      170
      120
      -54
      -200
      -4
      -6
      -203
      160
      -8
      162
      99
      32
      161
      74
      136
      187
      80
      -27
      152
      5
      449
      361
      373
      375
      424
      434
      323
      446
      307
      392
      279
      392
      372
      264
      350
      511
      467
      303
      442
      226
      59
      5,945
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 20,461
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................................ 1 375
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........................... 3 375
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- ..... 5 375
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 212
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.............. 7 212
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 9 163
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
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)
    bulletTN
    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 ofbulletREGIONS BANK TRUST DEPT Telephone no.bullet (205) 820-3141

    Located atbullet250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+4bullet35244
    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
     
    No
    .........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). Click to see attachment
    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
    REGIONS BANK TRUSTEE
    1     		8,914    
    250 RIVERCHASE PARKWAY EAST
    BIRMINGHAM,AL35244
    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
    574,393
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    574,393
    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
    574,393
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    8,616
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    565,777
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    28,289
    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
    28,289
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    375
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    375
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    27,914
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    27,914
    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
    27,914
    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
    26,873
    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
    26,873
    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
    26,873
    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 27,914
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 24,089
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 26,873
    a Applied to 2019, but not more than line 2a 24,089
    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..... 2,784
    e Remaining amount distributed out of corpus 0
    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 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 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 ..........     		25,130
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    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).)
    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 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
    THE BOARD OF PENSIONS OF THE
    PRESBYTERIAN CHURCH USA
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 8,030
    SPRING CITY CEMETERY
    PO BOX 129
    SPRING CITY,TN37381     		NONE NC GENERAL OPERATING 8,030
    OAKDALE UNITED METHODIST CHURCH
    PO BOX 176
    OAKDALE,TN37829     		NONE PC GENERAL OPERATING 8,030
    Total .................................bullet 3a 24,090
    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 14,509  
    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 20,461  
    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)..   34,970  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    34,970
    (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)
    Yes
     
    (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
    1a(1) 8,030 SPRING CITY CEMETERY MAINTAIN CEMETERY
    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 AccountingFeesSchedule
    Name:
    WILLIAM A BURTON CHARITABLE TRUST
    EIN:
    27-6471989
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    WILLIAM A BURTON CHARITABLE TRUST
    EIN:
    27-6471989
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    SPRING CITY CEMETERY ASSOCIATION
          		PO BOX 129
    SPRING CITY,TN37381     		2020-12-16 8,030 CEMETERY GROUND MAINTENANCE, AND TREE TRIMMING AND REMOVAL 8,030 NONE 4/13/2021    

    TY 2020 InvestmentsOtherSchedule2
    Name:
    WILLIAM A BURTON CHARITABLE TRUST
    EIN:
    27-6471989
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    927320101 VINCI SA      
    92939U106 WEC ENERGY GROUP INC AT COST 283 460
    G3922B107 GENPACT LTD USD 0.00 AT COST 338 869
    038336103 APTARGROUP INC      
    136375102 CANADIAN NATIONAL RA      
    142795202 CARLSBERG A/S      
    16119P108 CHARTER COMMUNICATIO      
    217204106 COPART INC AT COST 642 4,581
    23331A109 D R HORTON INC AT COST 548 1,516
    235851102 DANAHER CORP AT COST 790 2,221
    237194105 DARDEN RESTAURANTS I      
    24906P109 DENTSPLY SIRONA INC      
    260003108 DOVER CORP      
    278265103 EATON VANCE CORP      
    30303M102 FACEBOOK INC AT COST 689 1,912
    679580100 OLD DOMINION FREIGHT AT COST 759 2,928
    855244109 STARBUCKS CORP      
    45866F104 INTERCONTINENTAL EXC AT COST 496 1,153
    46120E602 INTUITIVE SURGICAL I AT COST 630 2,454
    485537401 KAO CORP      
    49338L103 KEYSIGHT TECHNOLOGIE AT COST 140 793
    75524B104 RBC BEARINGS INC      
    803054204 SAP SE      
    833034101 SNAP ON INC      
    87165B103 SYNCHRONY FINANCIAL      
    87944W105 TELENOR ASA      
    00724F101 ADOBE SYS INC COM AT COST 656 3,501
    03027X100 AMERICAN TOWER CORP AT COST 613 1,571
    088606108 BHP GROUP LTD AT COST 640 1,437
    12504L109 CBRE GROUP INC AT COST 377 941
    560877300 MAKITA CORP      
    562750109 MANHATTAN ASSOCS INC      
    66987V109 NOVARTIS AG      
    695156109 PACKAGING CORP OF AM      
    776696106 ROPER TECHNOLOGIES I AT COST 706 1,724
    810186106 SCOTTS MIRACLE-GRO C      
    879360105 TELEDYNE TECHNOLOGIE AT COST 746 3,528
    889110102 TOKYO ELECTRON LTD - AT COST 389 1,217
    891092108 TORO CO/THE AT COST 437 1,138
    099724106 BORG WARNER INC      
    127055101 CABOT CORP      
    22160K105 COSTCO WHSL CORP NEW AT COST 733 1,884
    258620103 DOUBLELINE TOTAL RET      
    867224107 SUNCOR ENERGY INC      
    880208400 TEMPLETON GLOBAL BON      
    904767704 UNILEVER PLC      
    983919101 XILINX INC AT COST 388 1,134
    G1151C101 ACCENTURE PLC IRELAN AT COST 846 1,828
    G5960L103 MEDTRONIC PLC      
    92927K102 WABCO HLDGS INC      
    929740108 WABTEC CORP      
    977874205 WOLTERS KLUWER NV AT COST 787 1,679
    G0408V102 AON CORP      
    871607107 SYNOPSYS INC COM AT COST 266 1,555
    872540109 TJX COS INC/THE AT COST 1,067 1,912
    03662Q105 ANSYS INC AT COST 618 2,547
    045387107 ASSA ABLOY AB - UNSP      
    29446M102 EQUINOR ASA      
    303075105 FACTSET RESEARCH SYS AT COST 774 1,663
    307305102 FANUC CORP      
    361448103 GATX CORP      
    466313103 JABIL INC      
    518439104 ESTEE LAUDER COS INC AT COST 606 2,130
    574599106 MASCO CORP      
    70450Y103 PAYPAL HOLDINGS INC AT COST 611 3,747
    731068102 POLARIS INDUSTRIES I      
    754730109 RAYMOND JAMES FINANC      
    760759100 REPUBLIC SERVICES IN      
    780259206 ROYAL DUTCH SHELL PL      
    860630102 STIFEL FINANCIAL COR      
    883556102 THERMO FISHER SCIENT AT COST 608 1,863
    92826C839 VISA INC AT COST 714 2,625
    73278L105 POOL CORP AT COST 487 2,235
    74164M108 PRIMERICA INC AT COST 732 2,277
    743315103 PROGRESSIVE CORP/THE AT COST 319 989
    759351604 REINSURANCE GROUP OF      
    86562M209 SUMITOMO MITSUI FINA      
    032095101 AMPHENOL CORP AT COST 485 1,569
    03755L104 APERGY CORP      
    045327103 ASPEN TECHNOLOGY INC AT COST 594 2,345
    052769106 AUTODESK INC COM AT COST 299 1,832
    12514G108 C D W CORP/DE AT COST 801 2,768
    23304Y100 DBS GROUP HOLDINGS L      
    234062206 DAIWA HOUSE INDUSTRY      
    05605H100 BWX TECHNOLOGIES INC      
    20449X401 COMPASS GROUP PLC      
    257651109 DONALDSON CO INC      
    278865100 ECOLAB INC AT COST 780 1,515
    369550108 GENERAL DYNAMICS COR      
    37940X102 GLOBAL PAYMENTS INC AT COST 728 2,585
    461202103 INTUIT INC AT COST 1,057 3,799
    48241F104 KBC GROUP NV      
    500458401 KOMATSU LTD      
    00971T101 AKAMAI TECHNOLOGIES      
    02079K107 ALPHABET INC AT COST 515 1,752
    023135106 AMAZON COM INC AT COST 297 3,257
    06828M876 BARON EMERGING MARKE AT COST 19,238 32,354
    126408103 CSX CORP AT COST 345 1,271
    34959J108 FORTIVE CORP.      
    426281101 JACK HENRY & ASSOCIA      
    045055100 ASHTEAD GROUP PLC      
    090572207 BIO RAD LABS INC CL AT COST 260 1,166
    101121101 BOSTON PROPERTIES IN      
    231021106 CUMMINS INC      
    252131107 DEXCOM INC AT COST 315 1,849
    278768106 ECHOSTAR HLDG CORP      
    384109104 GRACO INC AT COST 606 1,736
    50540R409 LABORATORY CORP AMER      
    45672B305 INFORMA PLC      
    464287200 ISHARES CORE S& P 50 AT COST 37,987 59,312
    493267108 KEYCORP NEW COM      
    759530108 RELX PLC      
    78410G104 SBA COMMUNICATIONS C AT COST 598 1,693
    980745103 WOODWARD INC      
    98978V103 ZOETIS INC AT COST 820 2,317
    G7496G103 RENAISSANCERE HLDGS      
    00507V109 ACTIVISION BLIZZARD      
    00846U101 AGILENT TECHNOLOGIES      
    01741R102 ALLEGHENY TECHNOLOGI      
    05278C107 AUTOHOME INC AT COST 799 3,387
    075887109 BECTON DICKINSON AND      
    17275R102 CISCO SYSTEMS INC AT COST 26 45
    204319107 CIE FINANCIERE RICHE      
    277432100 EASTMAN CHEMICAL CO      
    28176E108 EDWARDS LIFESCIENCES      
    339041105 FLEETCOR TECHNOLOGIE      
    57060D108 MARKETAXESS HOLDINGS AT COST 393 3,423
    749607107 R L I CORP      
    79466L302 SALESFORCE COM INC AT COST 504 2,003
    835699307 SONY CORP AT COST 429 1,517
    00770G847 JOHCM INTERNATIONAL AT COST 17,786 28,871
    01609W102 ALIBABA GROUP HOLDIN      
    48020Q107 JONES LANG LASALLE I      
    057071854 BAIRD AGGREGATE BOND AT COST 100,000 106,036
    31635T807 FIDELITY ADV INV GR AT COST 95,350 104,696
    74440Y884 PGIM HIGH YIELD FUND AT COST 13,555 15,396
    25470M109 DISH NETWORK CORP      
    258620509 DOUBLELINE EMG MKTS      
    55274K702 MFS CORPORATE BOND-R AT COST 29,273 33,381
    31502A303 FERGUSON PLC-ADR AT COST 679 1,381
    H01301128 ALCON INC      
    874060205 TAKEDA PHARMACEUTICA      
    48121L114 JPMORGAN STRAT INC O AT COST 7,229 7,262
    04314H600 ARTISAN MID CAP FUND AT COST 10,000 11,387
    00203H859 AQR MANAGED FUTURES AT COST 3,683 3,560
    09258N570 BLACKROCK TACT OPPOR AT COST 3,628 3,515
    128119880 CALAMOS MARKET NEUTR AT COST 7,152 7,273
    46637K265 JPMORGAN HEDGED EQUI AT COST 7,057 7,312
    258620566 DOUBLELINE TTL RTRN AT COST 35,000 35,410
    G0403H108 AON PLC-CLASS A AT COST 681 1,268
    56167N712 NUANCE MID CAP VALUE AT COST 10,000 11,703
    92647Q363 VICTORY RS SM CAP GR AT COST 10,000 12,223
    875921777 PGIM QMA SMALL CAP V AT COST 10,000 14,049

    TY 2020 OtherDecreasesSchedule
    Name:
    WILLIAM A BURTON CHARITABLE TRUST
    EIN:
    27-6471989
    Description Amount
    MUTUAL FUND TIMING ADJ 43


    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAM A BURTON CHARITABLE TRUST
    EIN:
    27-6471989
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 19 19   0
    MISC NONDEDUCTIBLE EXPENSES 1,377 0   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILLIAM A BURTON CHARITABLE TRUST
    EIN:
    27-6471989
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 568 568    


    TY 2020 TaxesSchedule
    Name:
    WILLIAM A BURTON CHARITABLE TRUST
    EIN:
    27-6471989
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 88 88   0
    FEDERAL TAX PAYMENT - PRIOR YE 211 0   0
    FEDERAL ESTIMATES - PRINCIPAL 212 0   0
    FOREIGN TAXES ON NONQUALIFIED 17 17   0