Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
J CLAWSON MILLS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-6079334
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,368,431J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 133,565 133,379  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 571,097
b Gross sales price for all assets on line 6a 3,298,994
7 Capital gain net income (from Part IV, line 2)... 571,097
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........ 704,662 704,476  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 53,277 31,966   21,311
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
List of Attached Documents:
// Content
11,002 3,437   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
List of Attached Documents:
// Content
298 48   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 64,577 35,451 0 21,561
25 Contributions, gifts, grants paid....... 296,214 296,214
26 Total expenses and disbursements. Add lines 24 and 25 360,791 35,451 0 317,775
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 343,871
b Net investment income (if negative, enter -0-) 669,025
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 87,406 91,432 91,432
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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 right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,931,608 Click to see attachment
List of Attached Documents:
// Content
5,270,118 		6,276,999
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,019,014 5,361,550 6,368,431
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,019,014 5,361,550
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)..... 5,019,014 5,361,550
30 Total liabilities and net assets/fund balances (see instructions). 5,019,014 5,361,550
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
5,019,014
2
Enter amount from Part I, line 27a .....................
2
343,871
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,362,885
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,335
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,361,550
Form 990-PF (2024)
Form 990-PF (2024)
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 103. ABBOTT LABORATORIES   2023-01-13 2024-01-08
b 229. ABBOTT LABORATORIES     2024-01-08
c 56. ASSURANT INC     2024-01-08
d 500. BAKER HUGHES A GE CO     2024-01-08
e 35. COSTCO WHSL CORP NEW     2024-01-08
102. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
59. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
69. S & P GLOBAL INC     2024-01-08
48. EVEREST RE GRP LTD     2024-01-08
36. ASSURANT INC     2024-01-09
39. ASSURANT INC     2024-01-10
61. ASSURANT INC     2024-01-11
110. BUNGE GLOBAL SA   2024-01-08 2024-01-22
390. AMERICAN INTERNATIONAL GROUP     2024-02-21
105. AMERIPRISE FINL INC     2024-02-21
380. AMPHENOL CORP NEW     2024-02-21
770. BOSTON SCIENTIFIC CORP COM     2024-02-21
16. BROADCOM INC     2024-02-21
41. ELI LILLY & CO COM     2024-02-21
33. THERMO ELECTRON CORP     2024-02-21
43. ACCENTURE PLC IRELAND SHS CL A     2024-02-21
49. ELEVANCE HEALTH INC   2022-10-10 2024-03-20
690. BANK OF AMERICA CORP     2024-03-20
360. CSX CORP COM   2017-01-13 2024-03-20
430. COCA - COLA CO     2024-03-20
470. CORNING INC COM     2024-03-20
610. EXXON MOBIL CORP     2024-03-20
79. GENUINE PARTS CO   2023-03-06 2024-03-20
43. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
170. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
118. NIKE INC CL B   2015-04-21 2024-03-20
29. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
84. PROCTER & GAMBLE CO COM     2024-03-20
350. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
250. SYNCHRONY FINANCIAL     2024-03-20
160. VOYA FINANCIAL INC     2024-03-20
19. DEERE & COMPANY   2017-06-16 2024-04-09
47. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
124. J P MORGAN CHASE & CO     2024-04-09
87. ELI LILLY & CO COM     2024-04-09
54. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
200. NEXTERA ENERGY INC     2024-04-09
155. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
280. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2024-04-09
15. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
15. THERMO ELECTRON CORP   2019-02-28 2024-04-09
170. TWILIO INC - A   2023-06-01 2024-04-09
65. EATON CORP PLC     2024-04-09
13140.605 BNY MELLON INCOME STK FD CL M     2024-04-23
70. ABBVIE INC   2024-02-21 2024-04-25
243. ABBVIE INC     2024-04-25
170. CF INDS HLDGS INC   2024-03-20 2024-05-07
660. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
370. INTEL CORPORATION   2023-12-14 2024-06-12
290. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
200. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
47. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
.1667 GRAIL INC   2023-07-31 2024-07-08
250. AT&T INC     2024-07-17
13. ALIGN TECHNOLOGY INC   2023-06-30 2024-07-17
29. ALLSTATE CORP COM   2022-11-21 2024-07-17
137. ALPHABET INC/CA     2024-07-17
96. AMAZON COM INC     2024-07-17
30. AMERICAN INTERNATIONAL GROUP   2020-06-11 2024-07-17
16. AMETEK INC NEW   2024-04-09 2024-07-17
99. APPLE INC     2024-07-17
31. APPLIED MATERIALS INC   2024-03-20 2024-07-17
29. ARES MANAGEMENT CORP   2024-04-09 2024-07-17
18507.84 BNY MELLON CORP BOND-M     2024-07-17
1744.186 BNY MELLON MID CAP STK FD CL M   2022-12-13 2024-07-17
8877.38 BNY MELLON INTERMEDIATE BOND FD CL M     2024-07-17
42891.456 BNY MELLON BOND FD CL M     2024-07-17
70. BANK OF AMERICA CORP   2024-04-09 2024-07-17
18. BECTON DICKINSON AND COMPANY   2023-08-31 2024-07-17
22. BERKSHIRE HATHAWAY INC DEL CL B   2023-09-25 2024-07-17
30. BIO-TECHNE CORP   2024-02-21 2024-07-17
9. CME GROUP INC   2024-02-21 2024-07-17
22. CME GROUP INC   2021-11-24 2024-07-17
15. CHEVRON CORPORATION   2024-03-20 2024-07-17
100. CHEWY INC - CLASS A   2023-09-25 2024-07-17
110. CISCO SYS INC   2023-08-31 2024-07-17
5. CINTAS CORP   2024-01-08 2024-07-17
40. CITIGROUP INC   2024-03-20 2024-07-17
22. CONOCOPHILLIPS   2024-03-20 2024-07-17
33. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-17
40. COSTAR GROUP INC   2024-04-09 2024-07-17
28. DANAHER CORP COMMON   2024-01-08 2024-07-17
12. DEXCOM INC   2024-04-25 2024-07-17
30. DISNEY (WALT) COMPANY HOLDING CO.   2024-03-20 2024-07-17
80. DOMINION RES INC VA NEW   2024-04-09 2024-07-17
80. EQT CORP COM   2024-03-20 2024-07-17
40. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-17
110. FIRST HORIZON NATL CORP   2024-03-20 2024-07-17
90. FREEPORT-MCMORAN COPPER & GOLD INC CL B   2024-04-09 2024-07-17
50. GENERAL MOTORS CO   2024-03-20 2024-07-17
9. GOLDMAN SACHS GROUP INC   2024-02-21 2024-07-17
60. HOWMET AEROSPACE INC   2024-04-09 2024-07-17
9. HUBSPOT INC   2023-06-30 2024-07-17
23. ILLUMINA INC   2023-07-31 2024-07-17
55. INGERSOLL RAND INC   2024-02-21 2024-07-17
8. INTUITIVE SURGICAL INC   2024-06-12 2024-07-17
45. J P MORGAN CHASE & CO     2024-07-17
170. KENVUE INC   2024-04-09 2024-07-17
15. L3HARRIS TECHNOLOGIES INC   2024-03-20 2024-07-17
8. LABCORP HOLDINGS INC   2024-06-12 2024-07-17
90. LAS VEGAS SANDS CORP   2022-06-08 2024-07-17
5. LULULEMON ATHLETICA INC   2024-01-08 2024-07-17
13. MARATHON PETROLEUM CORP   2023-12-14 2024-07-17
71. MICROSOFT CORP COM     2024-07-17
4. NETFLIX COM INC   2023-06-30 2024-07-17
110. NEWMONT MINING CORP   2023-12-14 2024-07-17
21. NOVARTIS AG SPNSRD ADR   2024-04-25 2024-07-17
252. NVIDIA CORP     2024-07-17
50. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-17
50. OMNICOM GROUP INC COM   2024-05-08 2024-07-17
16. PHILIP MORRIS INTERNATIONAL   2024-06-24 2024-07-17
17. PHILLIPS 66   2024-03-20 2024-07-17
10. REPLIGEN CORP   2023-08-31 2024-07-17
9. ROPER TECHNOLOGIES INC   2024-02-21 2024-07-17
14. ROSS STORES INC   2024-03-20 2024-07-17
90. SANOFI-SYNTHELABO   2023-04-14 2024-07-17
30. SAREPTA THERAPEUTICS INC   2023-06-30 2024-07-17
110. SCHLUMBERGER LIMITED COM     2024-07-17
40. BLOCK INC   2023-06-30 2024-07-17
60. UBER TECHNOLOGIES INC   2023-07-31 2024-07-17
13. UNITED HEALTH GROUP INC   2024-04-25 2024-07-17
40. VERALTO CORP-W/I   2024-04-09 2024-07-17
20. VOYA FINANCIAL INC   2016-07-20 2024-07-17
17. ZOETIS INC   2024-01-08 2024-07-17
60. CRH PLC   2024-04-09 2024-07-17
23. EATON CORP PLC   2012-11-30 2024-07-17
130. INTERNATIONAL GAME TECHNOLOG     2024-07-17
70. JOHNSON CTLS INTL PLC   2024-04-09 2024-07-17
80. MEDTRONIC PLC   2024-01-08 2024-07-17
13. RENAISSANCERE HLDGS LTD   2023-12-14 2024-07-17
17. TRANE TECHNOLOGIES PLC   2012-02-16 2024-07-17
20. ALCON INC   2024-06-12 2024-07-17
51. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
33. CINTAS CORP   2024-01-08 2024-07-23
29. GRAIL INC     2024-07-23
90. LAS VEGAS SANDS CORP   2022-06-08 2024-07-23
430. NEWMONT MINING CORP   2023-12-14 2024-07-23
150. CRH PLC     2024-07-23
243. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-23
12. ARES MANAGEMENT CORP   2024-04-09 2024-07-24
140. ARES MANAGEMENT CORP     2024-07-24
27. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-24
199. INTERNATIONAL GAME TECHNOLOG     2024-07-24
64. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-25
270. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
30. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
100. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
225. INTERNATIONAL GAME TECHNOLOG     2024-07-25
226. INTERNATIONAL GAME TECHNOLOG     2024-07-26
118. CHEVRON CORPORATION   2024-03-20 2024-08-01
57. J P MORGAN CHASE & CO     2024-08-08
30000. STATE STREET CORP 5.104% 5/18/26   2024-08-05 2024-08-08
61. EATON CORP PLC   2012-11-30 2024-08-08
35. TRANE TECHNOLOGIES PLC   2012-02-16 2024-08-08
9. EATON CORP PLC   2012-11-30 2024-08-27
82. EATON CORP PLC   2012-11-30 2024-08-27
100. ROSS STORES INC   2024-03-20 2024-08-28
300. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
52. J P MORGAN CHASE & CO   2017-11-21 2024-09-13
187. NOVARTIS AG SPNSRD ADR     2024-09-13
30000. U S BANCORP 3.1% 4/27/2026   2024-07-29 2024-09-17
51. WILLIS TOWERS WATSON PLC     2024-10-04
30000. SHELL INTERNATIONAL FINANCE BV   2024-07-30 2024-10-17
260. CITIGROUP INC   2024-03-20 2024-10-24
150. SANOFI-SYNTHELABO     2024-10-24
120. SANOFI-SYNTHELABO   2023-04-17 2024-10-24
20. UNITED HEALTH GROUP INC     2024-10-24
10. ALLSTATE CORP COM   2024-08-08 2024-10-31
51. ALLSTATE CORP COM     2024-10-31
30000. CATERPILLAR FINL SER 3.6% 8/12/27   2024-07-29 2024-10-31
76. T -MOBILE US INC     2024-10-31
30000. AMAZON.COM INC 3.3% 4/13/27   2024-07-31 2024-11-12
14. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
20. CONSTELLATION ENERGY CORP   2023-09-25 2024-11-14
18. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
5. UNITED HEALTH GROUP INC   2024-03-20 2024-11-14
15. UNITED HEALTH GROUP INC   2016-09-14 2024-11-14
56.532 BNY MELLON SMALL CAP STK FD CL M SHS   2023-12-18 2024-11-22
2735.564 BNY MELLON SMALL CAP STK FD CL M SHS     2024-11-22
280. CELSIUS HOLDINGS INC     2024-11-26
198. DEXCOM INC     2024-11-26
160. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
580. SCHLUMBERGER LIMITED COM     2024-12-13
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,471   11,690 -219
b 25,502   16,589 8,913
c 9,295   8,277 1,018
d 16,009   15,681 328
e 22,939   4,772 18,167
26,084   8,853 17,231
17,016   14,375 2,641
29,644   15,131 14,513
17,544   18,326 -782
5,906   5,107 799
6,366   5,524 842
10,007   8,546 1,461
9,788   10,815 -1,027
26,683   14,723 11,960
41,427   23,866 17,561
39,740   28,746 10,994
50,429   33,763 16,666
19,419   8,594 10,825
30,301   11,543 18,758
18,123   12,431 5,692
15,492   11,590 3,902
25,180   22,938 2,242
24,828   14,818 10,010
13,328   4,641 8,687
25,975   23,517 2,458
15,303   16,608 -1,305
68,610   63,927 4,683
12,222   13,711 -1,489
25,896   14,921 10,975
14,713   13,947 766
11,751   5,910 5,841
13,601   12,360 1,241
13,588   12,075 1,513
23,221   22,567 654
10,600   5,726 4,874
11,436   4,779 6,657
7,828   2,431 5,397
18,204   16,055 2,149
24,376   16,994 7,382
65,640   14,604 51,036
11,382   8,040 3,342
13,011   8,977 4,034
31,768   29,323 2,445
18,746   19,283 -537
14,108   10,348 3,760
8,800   3,896 4,904
10,436   11,448 -1,012
20,427   6,172 14,255
100,000   88,178 11,822
11,689   12,200 -511
40,577   18,619 21,958
12,655   14,690 -2,035
20,371   21,948 -1,577
11,583   17,017 -5,434
18,778   22,429 -3,651
12,950   11,596 1,354
20,226   20,032 194
2   5 -3
4,779   4,591 188
3,258   4,604 -1,346
4,911   3,885 1,026
24,755   19,484 5,271
17,906   16,610 1,296
2,371   962 1,409
2,815   2,894 -79
22,617   19,111 3,506
6,991   6,203 788
4,145   3,850 295
225,611   242,949 -17,338
30,000   28,657 1,343
105,730   114,673 -8,943
471,377   540,992 -69,615
3,095   2,636 459
4,202   5,032 -830
9,782   7,931 1,851
2,367   2,138 229
1,807   1,931 -124
4,416   5,031 -615
2,413   2,334 79
2,667   1,821 846
5,306   6,322 -1,016
3,619   2,913 706
2,703   2,377 326
2,555   2,675 -120
6,285   3,841 2,444
3,034   3,811 -777
7,033   6,502 531
1,390   1,658 -268
2,902   3,453 -551
4,196   3,957 239
2,857   2,699 158
3,480   3,696 -216
1,810   1,662 148
4,365   4,605 -240
2,480   2,109 371
4,553   3,476 1,077
4,699   3,955 744
4,315   4,787 -472
2,783   4,286 -1,503
5,458   4,870 588
3,429   3,412 17
9,779   5,742 4,037
3,146   3,472 -326
3,591   3,197 394
1,748   1,590 158
3,810   3,336 474
1,449   2,455 -1,006
2,166   1,936 230
31,264   27,707 3,557
2,576   1,762 814
5,314   4,543 771
2,345   2,081 264
29,502   15,154 14,348
3,150   3,072 78
4,557   4,753 -196
1,733   1,628 105
2,397   2,672 -275
1,320   1,738 -418
5,153   4,920 233
2,061   2,058 3
4,508   5,070 -562
4,351   3,436 915
5,358   6,571 -1,213
2,838   2,645 193
4,153   2,959 1,194
7,413   6,439 974
3,923   3,574 349
1,465   514 951
3,090   3,319 -229
4,868   5,030 -162
7,288   829 6,459
2,806   3,870 -1,064
4,955   4,576 379
6,454   6,896 -442
2,997   2,516 481
5,767   420 5,347
1,801   1,847 -46
7,664   6,771 893
24,982   19,226 5,756
443   771 -328
3,692   3,336 356
20,221   17,759 2,462
12,315   12,296 19
5,019   7,184 -2,165
1,755   1,593 162
20,474   11,219 9,255
546   798 -252
4,027   5,681 -1,654
10,889   7,449 3,440
16,426   24,950 -8,524
1,200   1,112 88
6,080   6,144 -64
4,543   6,296 -1,753
5,253   6,255 -1,002
18,003   18,357 -354
11,596   5,660 5,936
29,979   30,044 -65
17,438   2,200 15,238
11,436   865 10,571
2,677   325 2,352
24,280   2,957 21,323
14,995   14,702 293
15,318   18,431 -3,113
10,676   5,160 5,516
21,589   19,130 2,459
29,448   29,015 433
14,826   13,925 901
30     30
16,348   15,453 895
7,727   7,331 396
6,182   6,749 -567
11,238   9,865 1,373
1,874   1,700 174
9,556   6,753 2,803
29,428   29,153 275
17,000   13,398 3,602
29,263   29,077 186
3,177   1,629 1,548
4,539   2,231 2,308
1,999   2,061 -62
2,965   2,462 503
8,894   1,999 6,895
1,316   1,108 208
63,684   33,598 30,086
7,750   13,196 -5,446
15,333   24,298 -8,965
6,430   8,647 -2,217
23,307   31,959 -8,652
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
      181,807
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       -219
b       8,913
c       1,018
d       328
e       18,167
      17,231
      2,641
      14,513
      -782
      799
      842
      1,461
      -1,027
      11,960
      17,561
      10,994
      16,666
      10,825
      18,758
      5,692
      3,902
      2,242
      10,010
      8,687
      2,458
      -1,305
      4,683
      -1,489
      10,975
      766
      5,841
      1,241
      1,513
      654
      4,874
      6,657
      5,397
      2,149
      7,382
      51,036
      3,342
      4,034
      2,445
      -537
      3,760
      4,904
      -1,012
      14,255
      11,822
      -511
      21,958
      -2,035
      -1,577
      -5,434
      -3,651
      1,354
      194
      -3
      188
      -1,346
      1,026
      5,271
      1,296
      1,409
      -79
      3,506
      788
      295
      -17,338
      1,343
      -8,943
      -69,615
      459
      -830
      1,851
      229
      -124
      -615
      79
      846
      -1,016
      706
      326
      -120
      2,444
      -777
      531
      -268
      -551
      239
      158
      -216
      148
      -240
      371
      1,077
      744
      -472
      -1,503
      588
      17
      4,037
      -326
      394
      158
      474
      -1,006
      230
      3,557
      814
      771
      264
      14,348
      78
      -196
      105
      -275
      -418
      233
      3
      -562
      915
      -1,213
      193
      1,194
      974
      349
      951
      -229
      -162
      6,459
      -1,064
      379
      -442
      481
      5,347
      -46
      893
      5,756
      -328
      356
      2,462
      19
      -2,165
      162
      9,255
      -252
      -1,654
      3,440
      -8,524
      88
      -64
      -1,753
      -1,002
      -354
      5,936
      -65
      15,238
      10,571
      2,352
      21,323
      293
      -3,113
      5,516
      2,459
      433
      901
      30
      895
      396
      -567
      1,373
      174
      2,803
      275
      3,602
      186
      1,548
      2,308
      -62
      503
      6,895
      208
      30,086
      -5,446
      -8,965
      -2,217
      -8,652
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 571,097
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,299
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,299
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 9,299
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,016
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 6,016
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.......right arrow 9 3,283
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (212) 922-8036

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BNY MELLON N A TRUSTEE
1 		53,277    
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,203,358
b
Average of monthly cash balances.......................
1b
62,252
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,265,610
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
6,265,610
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
93,984
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,171,626
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
308,581
Part X
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 IX, line 6..................
1
308,581
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,299
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,299
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
299,282
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
299,282
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
299,282
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
317,775
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
317,775
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 299,282
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 76
b From 2020...... 33,500
c From 2021...... 13,521
d From 2022...... 89,597
e From 2023...... 21,373
f Total of lines 3a through e ........ 158,067
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 317,775
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 299,282
e Remaining amount distributed out of corpus 18,493
5 Excess distributions carryover applied to 2024. 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 5 176,560
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		76
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		176,484
10 Analysis of line 9:
a Excess from 2020.... 33,500
b Excess from 2021.... 13,521
c Excess from 2022.... 89,597
d Excess from 2023.... 21,373
e Excess from 2024.... 18,493
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 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 IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ARCHITECTURAL LEAGUE OF NEW YORK

594 BROADWAY RM 607
NEW YORK,NY100123257 		NONE PC GENERAL OPERATING 148,107

METROPOLITAN MUSEUM OF ART

1000 5TH AVE
NEW YORK,NY10028 		NONE PC GENERAL OPERATING 148,107
Total .................................right arrow 3a 296,214
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 133,565  
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 ............ 		    18 571,097  
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) ..   704,662  
13Total. Add line 12, columns (b), (d), and (e)..................
13
704,662
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsOtherSchedule2
Name:
J CLAWSON MILLS CHARITABLE TRUST
EIN:
13-6079334
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
037833100 APPLE INC AT COST 74,117 183,307
05569M301 BNY MELLON INCOME ST AT COST 62,452 70,091
05569M509 BNY MELLON MID CAP S AT COST 476,044 549,622
05569M806 BNY MELLON SMALL CAP AT COST 157,264 259,240
05569M855 BNY MELLON EMERGING AT COST 175,784 171,752
150870103 CELANESE CORP DEL      
882508104 TEXAS INSTRUMENTS IN      
060505104 BANK OF AMERICA CORP AT COST 17,323 20,217
126408103 CSX CORP COM      
244199105 DEERE & COMPANY      
437076102 HOME DEPOT INC USD 0      
595112103 MICRON TECHNOLOGY      
026874784 AMERICAN INTERNATION AT COST 5,064 13,832
05569M871 BNY MELLON INTL FD C AT COST 150,000 169,691
166764100 CHEVRONTEXACO CORP      
594918104 MICROSOFT CORP COM AT COST 70,059 204,849
65339F101 NEXTERA ENERGY INC      
02079K305 ALPHABET INC/CA AT COST 68,822 180,782
05569M368 BNY MELLON CORP BOND      
654106103 NIKE INC CL B      
87165B103 SYNCHRONY FINANCIAL      
002824100 ABBOTT LABORATORIES      
023135106 AMAZON COM INC AT COST 69,116 166,298
03027X100 AMERICAN TOWER CORP-      
05569M830 BNY MELLON BOND FD C      
30161N101 EXELON CORP      
46625H100 J P MORGAN CHASE & C AT COST 20,107 48,661
723787107 PIONEER NAT RES CO      
91913Y100 VALERO ENERGY CORP N      
929089100 VOYA FINANCIAL INC AT COST 10,678 17,208
G29183103 EATON CORP PLC      
22160K105 COSTCO WHSL CORP NEW      
438516106 HONEYWELL INTL INC      
452308109 ILLINOIS TOOL WORKS      
872590104 T -MOBILE US INC      
91324P102 UNITED HEALTH GROUP AT COST 6,796 25,799
05569M814 BNY MELLON INTERMEDI      
101137107 BOSTON SCIENTIFIC CO      
29444U700 EQUINIX INC      
921075297 VAN ECK CM COMMODITY AT COST 80,000 64,389
883556102 THERMO ELECTRON CORP      
05587K857 BNYM INTL STCK-Y AT COST 236,286 256,008
00287Y109 ABBVIE INC      
05588D753 BNY MELLON INTL EQTY AT COST 100,000 74,646
89832Q109 TRUIST FINL CORP      
05589K400 BNYM FLTNG RT INC-Y AT COST 150,097 134,751
007903107 ADVANCED MICRO DEVIC      
78409V104 S & P GLOBAL INC      
05588E850 BNY MELLON HIGH YIEL AT COST 126,155 105,550
12572Q105 CME GROUP INC AT COST 40,274 48,768
191216100 COCA-COLA CO USD      
482480100 KLA TENCOR CORP      
532457108 ELI LILLY & CO COM      
75513E101 RAYTHEON TECHNOLOGIE      
G8994E103 TRANE TECHNOLOGIES P AT COST 1,558 23,269
G1151C101 ACCENTURE PLC IRELAN      
00771X419 G Q G PART EMERG MKT AT COST 101,405 93,151
87234N765 TCW EMERGING MARKETS AT COST 99,629 82,293
464287804 ISHARES TR S & P SMA AT COST 153,158 155,547
57636Q104 MASTERCARD INC      
03076C106 AMERIPRISE FINL INC      
518439104 ESTEE LAUDER COMPANI      
58933Y105 MERCK & CO INC      
68389X105 ORACLE CORPORATION      
742718109 PROCTER & GAMBLE CO      
097023105 BOEING COMPANY      
517834107 LAS VEGAS SANDS CORP AT COST 17,082 25,166
11135F101 BROADCOM INC      
31618H283 FIDELITY ADV INTL SM AT COST 62,668 59,828
845467109 SOUTHWESTERN ENERGY      
87612E106 TARGET CORP      
020002101 ALLSTATE CORP COM AT COST 17,020 24,870
05722G100 BAKER HUGHES A GE CO      
580135101 MC DONALDS CORPORATI      
370334104 GENERAL MILLS INC CO      
573284106 MARTIN MARIETTA MATL      
02209S103 ALTRIA GROUP INC      
036752103 ANTHEM INC      
30231G102 EXXON MOBIL CORP      
744573106 PUBLIC SERVICE ENTER      
29250N105 ENBRIDGE INC      
444859102 HUMANA INC COM      
747525103 QUALCOMM INC      
75886F107 REGENERON PHARMACEUT      
00206R102 AT&T INC AT COST 29,503 38,481
032095101 AMPHENOL CORP NEW      
125523100 CIGNA CORP      
74340W103 PROLOGIS INC      
016255101 ALIGN TECHNOLOGY INC AT COST 30,100 17,723
038222105 APPLIED MATERIALS IN AT COST 33,156 34,478
03990B101 ARES MANAGEMENT CORP      
04621X108 ASSURANT INC AT COST 21,894 21,748
075887109 BECTON DICKINSON AND AT COST 52,357 45,601
084670702 BERKSHIRE HATHAWAY I AT COST 54,458 71,165
16679L109 CHEWY INC - CLASS A AT COST 13,986 25,787
17275R102 CISCO SYS INC AT COST 39,207 44,992
21037T109 CONSTELLATION ENERGY AT COST 14,499 29,082
219350105 CORNING INC COM      
22160N109 COSTAR GROUP INC AT COST 24,280 21,477
235851102 DANAHER CORP COMMON AT COST 42,361 43,155
25746U109 DOMINION RES INC VA AT COST 28,285 31,239
35671D857 FREEPORT-MCMORAN COP AT COST 29,183 25,133
372460105 GENUINE PARTS CO      
443573100 HUBSPOT INC AT COST 29,254 38,322
452327109 ILLUMINA INC AT COST 22,274 20,312
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 24,875 32,883
56585A102 MARATHON PETROLEUM C AT COST 13,549 12,695
595017104 MICROCHIP TECHNOLOGY      
64110L106 NETFLIX COM INC AT COST 11,011 22,283
651639106 NEWMONT MINING CORP AT COST 11,977 10,794
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 43,398 230,710
674599105 OCCIDENTAL PETROLEUM      
759916109 REPLIGEN CORP AT COST 19,109 17,561
80105N105 SANOFI-SYNTHELABO AT COST 17,354 17,363
803607100 SAREPTA THERAPEUTICS AT COST 20,958 22,251
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 19,835 25,497
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 17,751 21,715
92338C103 VERALTO CORP-W/I AT COST 21,690 26,277
G25508105 CRH PLC AT COST 14,557 24,055
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T      
G7496G103 RENAISSANCERE HLDGS AT COST 17,609 22,642
031100100 AMETEK INC NEW AT COST 28,666 29,202
035240AQ3 ANHEUSER-BUSCH INBEV AT COST 30,181 29,988
05964HAX3 BANCO SANTANDER SA 6 AT COST 30,932 30,862
06051GGZ6 BANK OF AMERICA CORP AT COST 29,681 29,972
06368LGV2 BANK OF MONTREAL AT COST 30,356 30,233
06417XAP6 BANK OF NOVA SCOTIA AT COST 30,224 29,787
071813109 BAXTER INTL INC COM AT COST 13,564 9,914
09073M104 BIO-TECHNE CORP AT COST 13,540 13,686
10373QAE0 BP CAPITAL MARKETS A AT COST 29,468 29,371
110122108 BRISTOL MYERS SQUIBB AT COST 19,099 22,058
110122CN6 BRISTOL-MYERS SQUIBB AT COST 29,158 29,468
13607HR61 CANADIAN IMPERIAL BA AT COST 29,000 29,174
17275RBT8 CISCO SYSTEMS INC AT COST 30,604 29,892
17325FBG2 CITIBANK NA AT COST 31,452 30,351
191216CT5 COCA-COLA CO/THE AT COST 28,845 28,302
20030NCA7 COMCAST CORP AT COST 28,484 28,582
20825C104 CONOCOPHILLIPS AT COST 33,185 28,363
21688ABH4 COOPERAT RABOBANK UA AT COST 29,520 29,413
22550L2K6 CREDIT SUISSE NEW YO AT COST 30,049 30,176
24422EWR6 JOHN DEERE CAPITAL C AT COST 30,224 30,154
251526CW7 DEUTSCHE BANK NY AT COST 30,438 30,446
25278X109 DIAMONDBACK ENERGY I AT COST 14,873 14,909
254687106 DISNEY (WALT) COMPAN AT COST 25,094 24,274
254687FX9 WALT DISNEY COMPANY/ AT COST 30,988 30,983
26884L109 EQT CORP COM AT COST 42,431 52,565
30303M8G0 META PLATFORMS INC AT COST 29,099 29,327
320517105 FIRST HORIZON NATL C AT COST 13,296 17,723
36828A101 GE VERNOVA LLC AT COST 20,047 37,498
37045V100 GENERAL MOTORS CO AT COST 16,447 20,775
375558103 GILEAD SCIENCES INC AT COST 14,222 14,779
377372AN7 GLAXOSMITHKLINE CAP AT COST 29,472 29,261
38141G104 GOLDMAN SACHS GROUP AT COST 23,172 34,357
38151LAF7 GOLDMAN SACHS BANK U AT COST 30,074 30,170
404280DZ9 HSBC HOLDINGS PLC AT COST 30,411 30,439
437076CB6 HOME DEPOT INC 2.7% AT COST 27,157 27,011
443201108 HOWMET AEROSPACE INC AT COST 27,684 45,935
443510607 HUBBELL INC COM AT COST 50,398 53,618
45687V106 INGERSOLL RAND INC AT COST 32,319 33,018
460146103 INTERNATIONAL PAPER AT COST 20,121 23,143
46647PDH6 JPMORGAN CHASE & CO AT COST 29,686 29,332
482480AL4 K L A CORP AT COST 29,783 29,354
49177J102 KENVUE INC AT COST 22,142 23,272
502431109 L3HARRIS TECHNOLOGIE AT COST 32,492 31,542
504922105 LABCORP HOLDINGS INC AT COST 18,844 21,327
512807AU2 LAM RESEARCH CORP AT COST 29,308 29,168
550021109 LULULEMON ATHLETICA AT COST 14,728 11,472
59156R108 METLIFE INC AT COST 15,127 14,738
606822DE1 MITSUBISHI UFJ FIN G AT COST 30,349 30,257
60687YAR0 MIZUHO FINANCIAL GRO AT COST 29,277 29,221
60937P106 MONGODB INC AT COST 23,237 16,064
61747YFA8 MORGAN STANLEY AT COST 30,180 30,083
665859AX2 NORTHERN TRUST CORP AT COST 27,166 26,373
681919106 OMNICOM GROUP INC CO AT COST 28,467 25,812
693475AW5 PNC FINANCIAL SERVIC AT COST 28,253 28,388
716973AE2 PFIZER INVESTMENT EN AT COST 29,675 29,150
718172109 PHILIP MORRIS INTERN AT COST 13,633 16,127
718546104 PHILLIPS 66 AT COST 20,121 14,583
722304102 PINDUODUO INC-ADR AT COST 14,253 11,445
776696106 ROPER TECHNOLOGIES I AT COST 32,619 31,711
780082AD5 ROYAL BANK OF CANADA AT COST 29,798 29,962
822905AB1 SHELL FINANCE US INC AT COST 27,293 27,039
857477CR2 STATE STREET CORP AT COST 29,497 29,125
86562MAF7 SUMITOMO MITSUI FINL AT COST 28,687 29,070
87612EBP0 TARGET CORP AT COST 29,415 28,999
88579Y101 3M CO AT COST 13,446 16,653
89115A2S0 TORONTO-DOMINION BAN AT COST 30,317 30,349
902973304 US BANCORP DEL AT COST 16,460 16,262
91159HJG6 US BANCORP AT COST 30,019 28,736
91324PFA5 UNITEDHEALTH GROUP I AT COST 30,447 29,824
961214FK4 WESTPAC BANKING CORP AT COST 30,883 30,703
98978V103 ZOETIS INC AT COST 20,893 19,063
G0403H108 AON PLC/IRELAND A AT COST 13,503 16,162
G51502105 JOHNSON CTLS INTL PL AT COST 27,459 33,151
G5960L103 MEDTRONIC PLC AT COST 46,865 43,934
H01301128 ALCON INC AT COST 20,301 18,676
V7780T103 ROYAL CARIBBEAN CRUI AT COST 14,092 15,687

TY 2024 OtherDecreasesSchedule
Name:
J CLAWSON MILLS CHARITABLE TRUST
EIN:
13-6079334
Description Amount
MUTUAL FUND TIMING ADJ 107
CY PURCHASE OF ACCRUED INTEREST 816
ROC ON CY SALES 186
PY RETURN OF CAPITAL ADJUSTMENT 221
ROUNDING 5


TY 2024 OtherExpensesSchedule
Name:
J CLAWSON MILLS CHARITABLE TRUST
EIN:
13-6079334
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 48 48   0


TY 2024 TaxesSchedule
Name:
J CLAWSON MILLS CHARITABLE TRUST
EIN:
13-6079334
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,988 2,988   0
FEDERAL TAX PAYMENT - PRIOR YE 1,549 0   0
FEDERAL ESTIMATES - PRINCIPAL 6,016 0   0
FOREIGN TAXES ON NONQUALIFIED 449 449   0