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
CAMERON ISOLDE FBO PLU-EDUCATION TR
 
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

47-6373337
B Telephone number (see instructions)

(412) 236-6086
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$1,240,202J 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... 21,988 20,216  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,802
b Gross sales price for all assets on line 6a 237,543
7 Capital gain net income (from Part IV, line 2)... 33,802
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........ 55,790 54,018  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,091 8,751   6,036
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 1,350 638   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 25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,466 9,389 0 6,061
25 Contributions, gifts, grants paid....... 45,113 45,113
26 Total expenses and disbursements. Add lines 24 and 25 61,579 9,389 0 51,174
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,789
b Net investment income (if negative, enter -0-) 44,629
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......... 57,925 66,105 66,105
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).......... 939,702 Click to see attachment925,657 1,174,097
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) 997,627 991,762 1,240,202
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........ 997,627 991,762
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)..... 997,627 991,762
30 Total liabilities and net assets/fund balances (see instructions). 997,627 991,762
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
997,627
2
Enter amount from Part I, line 27a .....................
2
-5,789
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4
4
Add lines 1, 2, and 3 ..........................
4
991,842
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
80
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
991,762
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 .8 TRUIST FINL CORP   2019-11-06 2020-01-02
b 20. CISCO SYS INC     2020-01-09
c 30. MARVELL TECHNOLOGY GROUP LTD 0.002     2020-01-09
d 10. DUPONT DE NEMOURS INC     2020-01-10
e 10. DOLLAR TREE INC     2020-01-13
5. ALIGN TECHNOLOGY INC     2020-01-23
20. TAIWAN SEMICONDUCTOR ADR     2020-01-23
1. UNITED HEALTH GROUP INC   2019-11-18 2020-01-23
10. DOLLAR TREE INC     2020-01-24
10. CVS CORP   2019-08-07 2020-01-31
30. EXELON CORP     2020-01-31
40. AT&T INC   2019-09-11 2020-02-03
10. COMCAST CORP NEW CL A   2018-11-06 2020-02-03
30. MARVELL TECHNOLOGY GROUP LTD 0.002   2018-09-20 2020-02-03
4. DOLLAR TREE INC     2020-02-10
20. AT&T INC   2019-09-11 2020-02-12
1. AMGEN INC   2019-08-16 2020-02-14
20. CISCO SYS INC     2020-02-19
8. NXP SEMICONDUCTORS N V   2019-09-11 2020-02-28
20. COMCAST CORP NEW CL A     2020-03-03
30. MGM MIRAGE     2020-03-04
.3544 INGERSOLL RAND INC   2014-02-03 2020-03-09
2. S & P GLOBAL INC   2019-09-17 2020-03-09
3. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-09
1. ACCENTURE PLC IRELAND SHS CL A   2019-05-09 2020-03-11
10. NIKE INC CL B   2018-06-29 2020-03-13
9. EXACT SCIENCES CORP   2018-01-18 2020-03-17
50. MGM MIRAGE     2020-03-19
20. MGM MIRAGE   2019-11-06 2020-03-19
10. PHILIP MORRIS INTERNATIONAL     2020-03-19
6. HOME DEPOT INC USD 0.05     2020-03-20
20. SYNCHRONY FINANCIAL   2016-10-06 2020-03-24
10. SYNCHRONY FINANCIAL   2019-11-08 2020-03-24
14. VISA INC     2020-03-24
10. DOW INC.   2019-04-12 2020-03-25
10. DOW INC.     2020-03-25
10. DISNEY (WALT) COMPANY HOLDING CO.     2020-03-30
20. EXXON MOBIL CORP   2019-05-09 2020-03-30
20. AT&T INC   2019-08-27 2020-04-03
4. CONSTELLATION BRANDS INC     2020-04-03
13. CARRIER GLOBAL CORP   2019-10-21 2020-04-08
27. INGERSOLL RAND INC     2020-04-08
10. EXELON CORP   2015-08-20 2020-04-15
2. NEXTERA ENERGY INC   2018-06-27 2020-04-15
2. SEMPRA ENERGY   2020-01-31 2020-04-15
.5 OTIS WORLDWIDE CORP   2019-10-21 2020-04-22
20. MERCK & CO INC     2020-05-04
3. SALESFORCE COM INC     2020-05-14
10. TAIWAN SEMICONDUCTOR ADR   2019-04-04 2020-05-19
10. TAIWAN SEMICONDUCTOR ADR   2019-04-03 2020-05-26
4. JOHNSON & JOHNSON COM     2020-06-03
1. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-06-03
7. MICROSOFT CORP COM     2020-06-04
3. ATLASSIAN CORP PLC-CLASS A   2018-03-28 2020-06-04
1. AMGEN INC   2019-08-16 2020-06-10
1. JOHNSON & JOHNSON COM   2017-08-10 2020-06-10
10. MERCK & CO INC   2014-02-03 2020-06-10
10. SQUARE INC - A   2019-04-11 2020-06-11
20. TRUIST FINL CORP   2019-11-06 2020-06-11
1. BIOGEN IDEC INC   2020-03-17 2020-06-16
10. CVS CORP   2019-08-07 2020-06-23
10. MERCK & CO INC   2014-02-03 2020-06-23
2. UNITED HEALTH GROUP INC   2019-11-18 2020-06-23
10. JOHNSON & JOHNSON COM     2020-06-25
10. T-MOBILES US INC- RIGHTS 12/25/50   2020-06-26 2020-06-30
10. AT&T INC   2019-08-27 2020-07-06
3. SQUARE INC - A   2019-04-10 2020-07-13
4. PAYPAL HOLDINGS INC   2019-07-29 2020-07-15
2. ADOBE SYS INC COM   2014-02-03 2020-07-16
3. SALESFORCE COM INC   2014-06-16 2020-07-16
1. UNITED HEALTH GROUP INC   2019-11-18 2020-07-17
1. VERTEX PHARMACEUTICALS INC   2019-06-05 2020-07-17
5. PROCTER & GAMBLE CO COM     2020-07-27
20. ADVANCED MICRO DEVICES INC   2019-04-29 2020-08-03
10. EXELON CORP   2016-10-18 2020-08-03
1. NEXTERA ENERGY INC   2018-06-27 2020-08-03
6. PAYPAL HOLDINGS INC     2020-08-03
1. PAYPAL HOLDINGS INC   2019-10-28 2020-08-03
2. S & P GLOBAL INC   2019-09-17 2020-08-07
8. BIOMARIN PHARMACEUTICAL INC   2020-06-25 2020-08-24
1310.044 AQR MANAGED FUTURES STRATEGY FUND-I   2019-09-04 2020-08-25
4. ABBOTT LABORATORIES   2020-01-23 2020-08-25
2096.436 BNY MELLON MID CAP STK FD CL M     2020-08-25
916.511 BNYM DYN TTL RTRN-Y     2020-08-25
2978.406 BNYM DIVERSIFIED INTL-Y     2020-08-25
2254.283 BNYM FLTNG RT INC-Y     2020-08-25
17. CELANESE CORP DEL   2014-02-03 2020-08-25
4. DEERE & COMPANY   2017-08-08 2020-08-25
1. HONEYWELL INTL INC   2014-02-03 2020-08-25
1. ILLINOIS TOOL WORKS INC COM   2014-08-18 2020-08-25
2. J P MORGAN CHASE & CO   2018-03-21 2020-08-25
1460.742 ASG MANAGED FUTURES STRAT-Y     2020-08-25
2. PIONEER NAT RES CO   2015-02-17 2020-08-25
6. EATON CORP PLC   2014-02-03 2020-08-25
1. TRANE TECHNOLOGIES PLC   2014-02-03 2020-08-25
1. KLA TENCOR CORP   2019-10-28 2020-09-01
1. PAYPAL HOLDINGS INC   2020-08-25 2020-09-01
1. SQUARE INC - A   2020-08-25 2020-09-01
6. CONSTELLATION BRANDS INC   2015-08-13 2020-09-02
2. NVIDIA CORP     2020-09-04
1. CROWDSTRIKE HOLDINGS INC - A   2020-08-25 2020-09-09
1. COSTCO WHSL CORP NEW   2017-01-06 2020-09-17
1. NIKE INC CL B   2018-02-14 2020-09-17
2. NIKE INC CL B   2020-08-25 2020-09-17
10. YUM BRANDS INC     2020-09-29
20. EXXON MOBIL CORP   2019-05-09 2020-10-07
4. ELI LILLY & CO COM   2020-06-23 2020-10-28
4. VERTEX PHARMACEUTICALS INC     2020-10-30
4. DISNEY (WALT) COMPANY HOLDING CO.   2020-08-25 2020-11-02
1. DISNEY (WALT) COMPANY HOLDING CO.   2014-02-03 2020-11-02
4. AMGEN INC   2019-08-16 2020-11-11
2. AMGEN INC     2020-11-11
2. COSTCO WHSL CORP NEW   2014-02-03 2020-11-11
3. DOLLAR GENERAL CORP   2020-03-30 2020-11-11
2.796 VIATRIS INC     2020-11-20
6.204 VIATRIS INC     2020-11-20
.9263 VIATRIS INC   2017-10-30 2020-11-25
1122.443 BNYM INFLTN ADJ SEC-Y     2020-12-21
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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 45   44 1
b 944   923 21
c 781   597 184
d 601   733 -132
e 908   1,039 -131
1,356   735 621
1,140   921 219
298   274 24
884   983 -99
679   579 100
1,422   1,387 35
1,481   1,542 -61
429   378 51
727   564 163
348   383 -35
764   771 -7
223   204 19
920   900 20
899   880 19
845   704 141
688   1,044 -356
8   5 3
490   511 -21
494   520 -26
164   173 -9
747   802 -55
383   444 -61
398   1,531 -1,133
159   608 -449
649   914 -265
972   1,396 -424
291   551 -260
145   369 -224
2,114   1,104 1,010
300   579 -279
300   480 -180
974   951 23
752   1,529 -777
550   696 -146
525   510 15
182   308 -126
673   401 272
371   341 30
475   336 139
243   320 -77
23   36 -13
1,532   1,253 279
499   174 325
511   420 91
513   418 95
591   553 38
277   174 103
1,287   1,001 286
516   157 359
226   204 22
147   134 13
812   525 287
868   756 112
756   1,098 -342
283   306 -23
646   579 67
772   525 247
596   548 48
1,395   1,324 71
2     2
303   348 -45
376   224 152
681   448 233
844   117 727
550   164 386
308   274 34
293   174 119
632   575 57
1,560   555 1,005
380   332 48
278   168 110
1,180   658 522
197   108 89
689   511 178
585   989 -404
10,808   12,000 -1,192
410   363 47
40,000   30,689 9,311
15,342   12,925 2,417
40,000   33,099 6,901
25,000   27,727 -2,727
1,728   848 880
827   527 300
165   86 79
197   88 109
200   231 -31
14,637   14,156 481
214   314 -100
616   349 267
118   45 73
206   174 32
208   201 7
168   156 12
1,124   765 359
976   759 217
127   114 13
338   163 175
117   68 49
233   223 10
908   981 -73
667   1,529 -862
530   642 -112
831   691 140
483   521 -38
121   71 50
964   817 147
482   483 -1
745   223 522
643   443 200
48   42 6
107   98 9
16   14 2
15,108   14,322 786
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
      12,282
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       1
b       21
c       184
d       -132
e       -131
      621
      219
      24
      -99
      100
      35
      -61
      51
      163
      -35
      -7
      19
      20
      19
      141
      -356
      3
      -21
      -26
      -9
      -55
      -61
      -1,133
      -449
      -265
      -424
      -260
      -224
      1,010
      -279
      -180
      23
      -777
      -146
      15
      -126
      272
      30
      139
      -77
      -13
      279
      325
      91
      95
      38
      103
      286
      359
      22
      13
      287
      112
      -342
      -23
      67
      247
      48
      71
      2
      -45
      152
      233
      727
      386
      34
      119
      57
      1,005
      48
      110
      522
      89
      178
      -404
      -1,192
      47
      9,311
      2,417
      6,901
      -2,727
      880
      300
      79
      109
      -31
      481
      -100
      267
      73
      32
      7
      12
      359
      217
      13
      175
      49
      10
      -73
      -862
      -112
      140
      -38
      50
      147
      -1
      522
      200
      6
      9
      2
      786
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 33,802
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................................ 1 620
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........................... 3 620
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- ..... 5 620
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 771
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.............. 7 771
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 10 151
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet151 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)
    bulletWA
    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 addressbullet  
    14
    The books are in care ofbulletBNY MELLON NA Telephone no.bullet (412) 236-6086

    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     		15,091    
    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
    1,075,529
    b
    Average of monthly cash balances.......................
    1b
    57,380
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,132,909
    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
    1,132,909
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,994
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,115,915
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    55,796
    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
    55,796
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    620
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    620
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    55,176
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    55,176
    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
    55,176
    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
    51,174
    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
    51,174
    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
    51,174
    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 55,176
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 10,656
    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$ 51,174
    a Applied to 2019, but not more than line 2a 10,656
    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..... 40,518
    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 ..........     		14,658
    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).)
    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
    PACIFIC LUTHERAN UNIVERSITY
    12501 PARK AVE S
    TACOMA,WA984470018     		NONE PC GENERAL OPERATING 45,113
    Total .................................bullet 3a 45,113
    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 21,988  
    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 33,802  
    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)..   55,790  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    55,790
    (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:
    CAMERON ISOLDE FBO PLU-EDUCATION TR
    EIN:
    47-6373337
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    037833100 APPLE COMPUTER INC C AT COST 7,795 18,577
    126650100 CVS CORP AT COST 1,157 1,366
    244199105 DEERE & COMPANY AT COST 2,059 4,305
    65339F101 NEXTERA ENERGY INC AT COST 1,278 2,469
    654106103 NIKE INC CL B AT COST 1,612 4,103
    79466L302 SALESFORCE COM INC AT COST 328 1,335
    91913Y100 VALERO ENERGY CORP N AT COST 1,002 1,131
    882508104 TEXAS INSTRUMENTS IN AT COST 2,882 3,939
    05569M301 BNY MELLON INCOME ST AT COST 33,411 33,023
    05569M509 BNY MELLON MID CAP S AT COST 57,357 87,246
    05569M731 BNY MELLON NATL S/T AT COST 32,022 32,121
    05569M814 BNY MELLON INTERMEDI AT COST 54,619 56,732
    05569M855 BNY MELLON EMERGING AT COST 43,741 62,695
    20030N101 COMCAST CORP NEW CL AT COST 1,075 2,096
    22160K105 COSTCO WHSL CORP NEW AT COST 558 1,884
    254687106 DISNEY (WALT) COMPAN AT COST 1,069 2,718
    29444U700 EQUINIX INC AT COST 1,878 2,857
    30063P105 EXACT SCIENCES CORP      
    G47791101 INGERSOLL-RAND PLC      
    G5960L103 MEDTRONIC PLC AT COST 2,829 3,514
    002824100 ABBOTT LABORATORIES AT COST 1,301 2,847
    023135106 AMAZON COM INC AT COST 1,402 13,028
    026874784 AMERICAN INTERNATION AT COST 3,932 3,786
    101137107 BOSTON SCIENTIFIC CO AT COST 3,014 2,876
    150870103 CELANESE CORP DEL AT COST 1,251 3,119
    21036P108 CONSTELLATION BRANDS      
    988498101 YUM BRANDS INC AT COST 960 1,846
    30303M102 FACEBOOK INC AT COST 3,181 7,922
    00724F101 ADOBE SYS INC COM AT COST 773 3,001
    452308109 ILLINOIS TOOL WORKS AT COST 1,493 3,466
    87165B103 SYNCHRONY FINANCIAL AT COST 2,762 3,818
    723787107 PIONEER NAT RES CO AT COST 1,460 1,139
    91324P102 UNITED HEALTH GROUP AT COST 2,803 4,910
    742718109 PROCTER & GAMBLE CO AT COST 2,644 3,757
    808513105 SCHWAB CHARLES CORP AT COST 1,274 2,122
    92826C839 VISA INC AT COST 3,379 7,218
    05569M830 BNY MELLON BOND FD C AT COST 104,538 107,410
    060505104 BANK AMER CORP AT COST 1,649 3,031
    30161N101 EXELON CORP AT COST 895 1,267
    438516106 HONEYWELL INTL INC AT COST 1,724 4,254
    46625H100 J P MORGAN CHASE & C AT COST 4,312 5,337
    478160104 JOHNSON & JOHNSON CO      
    594918104 MICROSOFT CORP COM AT COST 6,714 15,347
    595112103 MICRON TECHNOLOGY AT COST 3,372 6,014
    718172109 PHILIP MORRIS INTERN AT COST 2,535 2,649
    63872T729 ASG MANAGED FUTURES      
    05569M491 MUN OPPORTUNITIES FD AT COST 60,000 63,391
    872590104 T -MOBILE US INC AT COST 772 1,483
    016255101 ALIGN TECHNOLOGY INC      
    166764100 CHEVRONTEXACO CORP AT COST 3,696 2,787
    437076102 HOME DEPOT INC USD 0 AT COST 1,120 3,187
    64110L106 NETFLIX COM INC AT COST 1,640 2,163
    05569M384 BNY MELLON INTL EQUI AT COST 15,647 15,927
    05569M368 BNY MELLON CORP BOND AT COST 62,134 65,856
    58933Y105 MERCK & CO INC      
    G29183103 EATON CORP PLC AT COST 1,918 3,364
    552953101 MGM MIRAGE      
    G5876H105 MARVELL TECHNOLOGY G      
    05569M780 BNY MELLON S/T US GV AT COST 25,000 24,821
    110122108 BRISTOL MYERS SQUIBB AT COST 2,082 2,481
    17275R102 CISCO SYS INC      
    609207105 MONDELEZ INTERNATION AT COST 1,999 2,924
    717081103 PFIZER INC COM AT COST 2,787 2,945
    929089100 VOYA FINANCIAL INC AT COST 1,512 2,941
    126408103 CSX CORP COM AT COST 1,547 3,630
    G06242104 ATLASSIAN CORP PLC-C AT COST 366 1,637
    02079K305 ALPHABET INC/CA AT COST 2,386 7,011
    03027X100 AMERICAN TOWER CORP- AT COST 995 1,796
    874039100 TAIWAN SEMICONDUCTOR      
    883556102 THERMO ELECTRON CORP AT COST 1,624 2,795
    89832Q109 TRUIST FINL CORP AT COST 2,716 2,924
    921075297 VAN ECK CM COMMODITY AT COST 15,000 16,004
    G1151C101 ACCENTURE PLC IRELAN      
    256746108 DOLLAR TREE INC      
    05587N505 BNYM DYN TTL RTRN-Y      
    05589K863 BNYM INST SP 500 STC AT COST 49,041 92,805
    26614N102 DUPONT DE NEMOURS IN      
    00203H859 AQR MANAGED FUTURES      
    00206R102 AT&T INC      
    09661F701 BNYM INTL SMALL CAP- AT COST 26,066 28,653
    482480100 KLA TENCOR CORP AT COST 1,187 1,812
    92532F100 VERTEX PHARMACEUTICA      
    05600G206 BNYM INFLTN ADJ SEC-      
    260557103 DOW INC.      
    031162100 AMGEN INC      
    05587K865 BNYM SELECT MGR S/C AT COST 14,760 19,170
    05587N737 BNYM OPPORT SM CAP-Y AT COST 17,000 19,343
    05588F600 BNYM DIVERSIFIED INT AT COST 46,762 63,855
    05589K400 BNYM FLTNG RT INC-Y AT COST 23,334 21,938
    007903107 ADVANCED MICRO DEVIC AT COST 1,588 3,668
    05587K824 BNYM SEL MGR S/C VAL AT COST 17,237 19,664
    30231G102 EXXON MOBIL CORP      
    70450Y103 PAYPAL HOLDINGS INC AT COST 2,346 4,918
    852234103 SQUARE INC - A AT COST 1,201 3,700
    913017109 UNITED TECHNOLOGIES      
    N6596X109 NXP SEMICONDUCTORS N      
    00287Y109 ABBVIE INC AT COST 3,594 4,286
    05588F709 BNYM GLBL RL EST SEC AT COST 12,694 13,960
    12572Q105 CME GROUP INC AT COST 2,891 2,913
    191216100 COCA-COLA CO USD AT COST 3,728 3,839
    461202103 INTUIT INC COM AT COST 1,172 1,519
    78409V104 S & P GLOBAL INC AT COST 1,755 2,630
    83088M102 SKYWORKS SOLUTIONS I AT COST 1,194 1,376
    256677105 DOLLAR GENERAL CORP AT COST 841 1,262
    67103H107 O'REILLY AUTOMOTIVE AT COST 2,324 2,263
    G8994E103 TRANE TECHNOLOGIES P AT COST 1,344 4,355
    75513E101 RAYTHEON TECHNOLOGIE AT COST 1,029 930
    55024U109 LUMENTUM HOLDINGS IN AT COST 1,603 1,896
    517834107 LAS VEGAS SANDS CORP AT COST 1,994 2,384
    009158106 AIR PRODUCTS AND CHE AT COST 1,692 2,186
    302491303 F M C CORP COM NEW AT COST 1,296 1,379
    67066G104 NVIDIA CORP AT COST 2,699 5,744
    05588E850 BNY MELLON HIGH YIEL AT COST 21,000 21,561
    532457108 ELI LILLY & CO COM AT COST 2,048 2,195
    16119P108 CHARTER COMMUNICATIO AT COST 2,714 3,308
    22788C105 CROWDSTRIKE HOLDINGS AT COST 988 1,906
    15135B101 CENTENE CORP DEL AT COST 1,879 1,801
    G46188101 HORIZON THERAPEUTICS AT COST 1,500 1,463
    88339J105 TRADE DESK INC/THE AT COST 913 2,403
    87234N765 TCW EMERGING MARKETS AT COST 40,000 41,512
    816851109 SEMPRA ENERGY AT COST 1,761 1,402
    68902V107 OTIS WORLDWIDE CORP AT COST 1,501 1,756

    TY 2020 OtherDecreasesSchedule
    Name:
    CAMERON ISOLDE FBO PLU-EDUCATION TR
    EIN:
    47-6373337
    Description Amount
    PY RETURN OF CAPITAL ADJ 80


    TY 2020 OtherExpensesSchedule
    Name:
    CAMERON ISOLDE FBO PLU-EDUCATION TR
    EIN:
    47-6373337
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE INCOME TAXES - INCOME 25 0   25


    TY 2020 OtherIncreasesSchedule
    Name:
    CAMERON ISOLDE FBO PLU-EDUCATION TR
    EIN:
    47-6373337
    Description Amount
    ROUNDING 4


    TY 2020 TaxesSchedule
    Name:
    CAMERON ISOLDE FBO PLU-EDUCATION TR
    EIN:
    47-6373337
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 616 616   0
    FEDERAL ESTIMATES - INCOME 712 0   0
    FOREIGN TAXES ON NONQUALIFIED 22 22   0