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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE BEN MAY CHARITABLE TRUST
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)25 W I-65 SERVICE RD N
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOBILE, AL36608
A Employer identification number

23-7145009
B Telephone number (see instructions)

(251) 665-1635
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$31,167,859J 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 27,859 27,859  
4 Dividends and interest from securities... 396,489 392,705  
5a Gross rents............ 42,290 42,290  
b Net rental income or (loss) 42,290
6a Net gain or (loss) from sale of assets not on line 10 449,862
b Gross sales price for all assets on line 6a 8,474,165
7 Capital gain net income (from Part IV, line 2)... 449,862
8 Net short-term capital gain.........  
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........ 916,500 912,716  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 129,726 31,836   97,890
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,373 3,373   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,850 0   5,850
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
36,748 32,748   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 116,761 0   116,761
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
93,425 83,853   9,572
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 385,883 151,810   230,073
25 Contributions, gifts, grants paid....... 1,349,233 1,349,233
26 Total expenses and disbursements. Add lines 24 and 25 1,735,116 151,810   1,579,306
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -818,616
b Net investment income (if negative, enter -0-) 760,906
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 562,707 910,522 910,522
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,315,725 Click to see attachment
List of Attached Documents:
// Content
3,223,058 		3,223,058
b Investments—corporate stock (attach schedule)....... 9,740,380 Click to see attachment
List of Attached Documents:
// Content
10,029,113 		10,029,113
c Investments—corporate bonds (attach schedule)....... 2,013,385 Click to see attachment
List of Attached Documents:
// Content
2,112,794 		2,112,794
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).......... 14,892,372 Click to see attachment
List of Attached Documents:
// Content
14,892,372 		14,892,372
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) 30,524,569 31,167,859 31,167,859
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 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........ 30,524,569 31,167,859
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 30,524,569 31,167,859
30 Total liabilities and net assets/fund balances (see instructions). 30,524,569 31,167,859
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
30,524,569
2
Enter amount from Part I, line 27a .....................
2
-818,616
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,466,770
4
Add lines 1, 2, and 3 ..........................
4
31,172,723
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,864
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
31,167,859
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES P    
b TIMBER SALES P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 7,749,369   7,988,159 -238,790
b 722,886   36,144 686,742
c 1,910     1,910
d
e
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       -238,790
b       686,742
c       1,910
d
e
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 2 449,862
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 10,577
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 10,577
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 10,577
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,103
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,103
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,474
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 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowAL
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 2023 or the taxable year beginning in 2023? 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 arrowHANCOCK WHITNEY BANK SUCCESSOR TRU Telephone no.right arrow (251) 665-1635

Located atright arrow25 W I-65 SERVICE RD NMOBILEAL ZIP+4right arrow36608
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 2023, 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 (2023)
Form 990-PF (2023)
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
LYNETTE P KOPPEL DIST. COMMITTEE MEMBER
2.30 		0 0 0
245 E 93RD ST
NEW YORK,NY10128
JOHN D PEEBLES DIST. COMMITTEE MEMBER
2.00 		25,000 0 0
118 N ROYAL ST
MOBILE,AL36602
STEVEN KOPPEL DIST. COMMITTEE MEMBER
2.00 		0 0 0
245 E 93RD ST
NEW YORK,NY10128
VIVIAN G JOHNSTON III DIST. COMMITTEE CHAIRMAN
1.00 		25,000 0 0
813 DOWNTOWNER BLVD
MOBILE,AL36609
WILLIAM B PEEBLES DIST. COMMITTEE MEMBER
1.70 		8,333 0 0
118 N ROYAL ST
MOBILE,AL36602
VIVIAN G JOHNSTON V DIST. COMMITTEE MEMBER
2.70 		8,333 0 0
PO BOX 41105
MOBILE,AL36640
KEN NIEMEYER SECRETARY
2.40 		10,000 0 0
7 FELS AVE
FAIRHOPE,AL36532
HANCOCK WHITNEY BANK TRUSTEE
5.00 		53,060 0 0
25 W I-65 SERVICE RD N
MOBILE,AL36608
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 (2023)
Form 990-PF (2023)
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 arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
15,247,973
b
Average of monthly cash balances.......................
1b
627,808
c
Fair market value of all other assets (see instructions)................
1c
14,892,375
d
Total (add lines 1a, b, and c).........................
1d
30,768,156
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
30,768,156
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
461,522
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
30,306,634
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,515,332
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
1,515,332
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,577
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,577
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,504,755
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,504,755
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
1,504,755
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
1,579,306
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,579,306
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,504,755
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,566,601
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,579,306
a Applied to 2022, but not more than line 2a 1,566,601
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 2023 distributable amount..... 12,705
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,492,050
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE BEN MAY CHARITABLE TRUST
HANCOCK WHITNEY BANK 25 W I-65
SERVICE RD N
MOBILE,AL36608
(251) 665-1635
bThe form in which applications should be submitted and information and materials they should include:
LETTER APPLICATION ALONG WITH COPY OF THE IRS TAX EXEMPTION LETTER
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
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

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE

633 THIRD AVE
NEW YORK,NY10017 		  PUBLIC BEN MAY CENTER FOR CHEMICAL THEORY AND COMPUTATION 250,000

AMERICAN FRIENDS OF THE PERES INSTITUTE FOR PEACE

200 S BISCAYNE BLVD STE 1680
MIAMI,FL33131 		  PUBLIC GENERAL PURPOSES 50,000

AVODAH THE JEWISH SERVICE CORPS

125 MAIDEN LN 8B
NEW YORK,NY10038 		  PUBLIC GENERAL PURPOSES 10,000

AZALEA CENTER FOR THE ARTS

63 MIDTOWN PARK E
MOBILE,AL36606 		  PUBLIC GENERAL PURPOSES 17,500

BIG BROTHERS BIG SISTERS OF ALABAMA

3 S ROYAL ST STE 300
MOBILE,AL36602 		  PUBLIC GENERAL PURPOSES 20,000

BOY SCOUTS OF AMERICA

2587 GOVERNMENT BLVD
MOBILE,AL36606 		  PUBLIC MOBILE AREA COUNCIL 10,000

BOYS & GIRLS CLUB

PO BOX 6724
MOBILE,AL36660 		  PUBLIC GENERAL PURPOSES 5,000

CENTRAL PARK CONSERVACY

14 E 60TH ST
NEW YORK,NY10022 		  PUBLIC GENERAL PURPOSES 4,500

CHILDREN OF THE WORLD

22787 US 98
FAIRHOPE,AL36532 		  PUBLIC DOMESTIC ADOPTION PROGRAM 25,000

COMMUNITY OF MOBILE

PO BOX 70212
MOBILE,AL36670 		  PUBLIC REFORM UNDERPASS ON OLD SHELL RD IN MOBILE, AL 10,000

COMPETING AGAINST CANCER

417 S SAGE AVE
MOBILE,AL36606 		  PUBLIC GENERAL PURPOSES 7,500

CONGREGATION B'NAI JESHURUN

270 W 89TH ST
NEW YORK,NY10024 		  PUBLIC GENERAL PURPOSES 25,000

CONGREGATION ORACH CHAIM

1459 LEXINGTON AVE
NEW YORK,NY10128 		  PUBLIC GENERAL PURPOSES 18,000

DAUPHIN ISLAND BIRD SANCTUARIES INC

PO BOX 1295
DAUPHIN ISLAND,AL36528 		  PUBLIC EAGLES NEST 14,000

DOROT

171 W 85TH ST
NEW YORK,NY10024 		  PUBLIC GENERAL PURPOSES 10,000

DUMAS WESLEY COMMUNITY CENTER

126 MOBILE ST
MOBILE,AL36607 		  PUBLIC SYBIL SMITH FAMILY VILLAGE 10,000

EMMANUEL CONNECTION

11055 HWY 39 N
DALEVILLE,MS39326 		  PUBLIC GENERAL PURPOSES 2,000

EXPLORE CENTER INC

1906 SPRINGHILL AVE
MOBILE,AL36607 		  PUBLIC BRAGG MITCHELL MANSION 1,000

FUSE PROJECT

200 GOVERNMENT ST 4TH FL
MOBILE,AL36602 		  PUBLIC GENERAL PURPOSES 25,000

GOVERNMENT STREET PRESBYTERIAN CHURCH

300 GOVERNMENT ST
MOBILE,AL36602 		  PUBLIC GUESNARD HOUSE CAPITAL FUND 10,000

INSTITUTE OF SOUTHERN JEWISH LIFE INC

PO BOX 16528
JACKSON,MS39236 		  PUBLIC GENERAL PURPOSES 12,000

ISRAEL POLICY FORUM

355 LEXINGTON AVE 4TH FLOOR
NEW YORK,NY10017 		  PUBLIC GENERAL PURPOSES 10,000

JEWISH AGENCY FOR ISRAEL

633 3RD AVE 21ST FLOOR
NEW YORK,NY10017 		  PUBLIC GENERAL PURPOSES 8,333

JEWISH THEOLOGICAL SEMINARY

3080 BROADWAY
NEW YORK,NY10027 		  PUBLIC ANNUAL FUND 75,000

LEROY HIGH SCHOOL

PO BOX 40
LEROY,AL36548 		  GOV EQUIPMENT FOR MEDIA CLUB 2,000

LITTLE SISTERS OF THE POOR

1655 MCGILL AVE
MOBILE,AL36604 		  PUBLIC GENERAL PURPOSES 5,000

MAIN STREET MOBILE

PO BOX 112
MOBILE,AL36601 		  PUBLIC MURAL PROJECT - EXPLORING THE JEWISH EXPERIENCE 10,000

MIDWAY COMMUNITY CHURCH

15491 COUNTY RD 34
ST STEPHENS,AL36569 		  PUBLIC CEMETERY FENCE 7,500

MOBILE BAYKEEPER

450C GOVERNMENT ST
MOBILE,AL36602 		  PUBLIC IMPROVEMENTS TO MOBILE BAY TO BRING BACK OYSTER POPULATION 5,000

MOUNT VERNON LADIES ASSOC OF THE UNION

3200 MOUNT VERNON MEMORIAL HWY
MOUNT VERNON,VA22121 		  PUBLIC GENERAL PURPOSES 25,000

MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE

615 BARONNE ST
NEW ORLEANS,LA70175 		  PUBLIC GENERAL PURPOSES 18,000

NATIONAL ASSOCIATION OF SCHOLARS

420 MADISON AVE 7TH FLOOR
NEW YORK,NY10017 		  PUBLIC GENERAL PURPOSES 10,000

NATURE CONSERVANCY

209 20TH ST N
BIRMINGHAM,AL35203 		  PUBLIC GENERAL PURPOSES 50,000

ORDER OF ST JOHN

1850 M ST NW 1070
WASHINGTON,DC20036 		  PUBLIC RESEARCH OF FAMILIES WITH INHERITED RETINAL DEGENERATION 69,000

PEF ISRAEL ENDOWMENT FUND

630 3RD AVE
NEW YORK,NY10017 		  PUBLIC RAKIA LEADERSHIP PROGRAM 15,000

PINE GROVE UNITED METHODIST CHURCH

PO BOX 217
LEROY,AL36548 		  PUBLIC BEN MAY FUND 7,500

PRESTWICK PRESERVATION SOCIETY

PO BOX 64
LEROY,AL36548 		  PUBLIC GENERAL PURPOSES 5,000

RED DOOR COMMUNITY

195 W HOUSTON ST
NEW YORK,NY10014 		  PUBLIC GENERAL PURPOSES 15,000

RONALD MCDONALD HOUSE

1626 SPRINGHILL AVE
MOBILE,AL36604 		  PUBLIC GUEST ROOM SPONSORSHIP 5,000

ST IGNATIUS CATHOLIC SCHOOL

3704 SPRINGHILL AVE
MOBILE,AL36608 		  PUBLIC EARLY LEARNING CENTER CAPITAL CAMPAIGN 50,000

ST STEPHENS VOLUNTEER FIRE DEPARTMENT

19277 COUNTY RD 34
ST STEPHENS,AL36569 		  PUBLIC NEW STRUCTURE AND WILDFIRE FIGHTING GEAR 8,000

TECHNOSERVE

1777 N KENT ST STE 1100
ARLINGTON,VA22209 		  PUBLIC GENERAL PURPOSES 2,500

THE UNIVERSITY OF CHICAGO

130 E RANDOLPH ST STE 2500
CHICAGO,IL60601 		  PUBLIC CANCER RESEARCH FUNDING 250,000

UNITED JEWISH APPEAL

130 E 59TH ST
NEW YORK,NY10022 		  PUBLIC GENERAL PURPOSES 25,000

UNIVERSITY OF ALBAMA SCHOOL OF LAW

143J LAW CTR
TUSCALOOSA,AL35487 		  PUBLIC BEN MAY ENDOWED SCHOLARSHIP FUND 5,000

USS ALABAMA BATTLESHIP FOUNDATION

2703 BATTLESHIP PKWY
MOBILE,AL36602 		  PUBLIC GENERAL PURPOSES 4,000

WOUNDED WARRIOR PROJECT

4899 BELFORT RD
JACKSONVILLE,FL32256 		  PUBLIC GENERAL PURPOSES 1,000

VETERANS RECOVERY RESOURCES

PO BOX 41241
MOBILE,AL36640 		  PUBLIC RESIDENTIAL DETOX FACILITY 12,500

VICTORY HEALTH PARTNERS

3750 PROFESSIONAL PKWY
MOBILE,AL36609 		  PUBLIC GENERAL PURPOSES 5,000

FAIRHOPE FILM FESTIVAL

122 FAIRHOPE AVE STE 1
FAIRHOPE,AL36532 		  PUBLIC SPONSOR 2023 FILM FESTIVAL 1,000

RAMAH DAROM

6400 POWERS FERRY RD STE 215
ATLANTA,GA30339 		  PUBLIC BEN MAY CABIN 5,000

BROAD STREET RESTORATION SOCIETY

PO BOX 16917
MOBILE,AL36616 		  PUBLIC REVITALIZE NEW JERSEY STREET NEIGHBORHOOD 25,000

CHILD ADVOCACY CENTER OF SOUTHEAST ALABAMA

PO BOX 8781
DOTHAN,AL36304 		  PUBLIC SANE PROGRAM 5,000

JEWISH FEDERATION OF NORTH AMERICA INC

25 BROADWAY STE 1700
NEW YORK,NY10004 		  PUBLIC WELL-BEING OF CHILDREN LIVING ON ISRAEL'S BORDERS 25,000

MOBILE AREA JEWISH FEDERATION

705 REGENTS WAY
MOBILE,AL36609 		  PUBLIC GENERAL PURPOSES 5,400

MOBILE ARTS COUNCIL

318 DAUPHIN ST
MOBILE,AL36602 		  PUBLIC MURAL PROJECT AND GENERAL PURPOSES 15,000

MOBILE BALLET

4351 DOWNTOWNER LOOP N
MOBILE,AL36609 		  PUBLIC DISCOVER DANCE AND CAPITAL IMPROVEMENTS 1,000

MOBILE INFIRMARY FOUNDATION

5 MOBILE INFIRMARY CIRCLE
MOBILE,AL36607 		  PUBLIC GENERAL PURPOSES 5,000

MULHERIN CUSTODIAL HOME

2496 HALLS MILL RD
MOBILE,AL36606 		  PUBLIC PURCHASE OF SUPPLIES AND ESSENTIALS FOR RESIDENTS 10,000

SOUTH ALABAMA VOLUNTEER LAWYERS

118 N ROYAL ST STE 402
MOBILE,AL36602 		  PUBLIC GENERAL PURPOSES 5,000

ST STEPHENS NUTRITION CENTER

20788 COUNTY RD 34
ST STEPHENS,AL36569 		  PUBLIC GENERAL PURPOSES 5,000
Total .................................right arrow 3a 1,349,233
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 27,859  
4 Dividends and interest from securities ....     14 396,489  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 42,290  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 449,862  
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) .. 0 916,500 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
916,500
(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 (2023)
Form 990-PF (2023)
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 SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE BEN MAY CHARITABLE TRUST
 
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
EIN:
23-7145009
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 5,850 0   5,850

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE BEN MAY CHARITABLE TRUST
 
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
EIN:
23-7145009
Name of Bond End of Year Book Value End of Year Fair Market Value
59000 AERCAP IRELAND CAP/GLOBA 3% 10/29/2028-2028 53,926 53,926
45000 AMAZON.COM INC 1% 05/12/2026-2026 41,587 41,587
59000 AMERICAN TOWER CORP 3.375% 10/15/2026-2026 56,546 56,546
65000 ANHEUSER-BUSCH 4.7% 02/01/2036 65,040 65,040
107000 BANK OF AMERICA CORP 3.559% 04/23/2027 103,019 103,019
31000 BANK OF NY MELLON CORP VAR 4.543% 02/01/2029-2028 30,798 30,798
51000 BERKSHIRE HATHAWAY INC 3.125% 03/15/2026 49,582 49,582
70000 CHARLES SCHWAB CORP 2% 03/20/2028-2028 62,327 62,327
47000 CHUBB INA HOLDINGS INC INA HOLDINGS 3.35% 05/03/2026 45,643 45,643
105000 COMCAST CORP 4.15% 10/15/2028 103,627 103,627
105000 HOME DEPOT INC 3.9% 12/06/2028 103,390 103,390
45000 JOHNSON & JOHNSON 2.45% 03/01/2026 43,293 43,293
106000 JPMORGAN CHASE & CO 3.96% 01/29/2027 103,578 103,578
75000 KEY BANK NA 4.15% 08/08/2025 72,715 72,715
57000 MCDONALDS CORP 3.6% 07/01/2030-2030 54,149 54,149
40000 NOVARTIS CAPITAL CORP 2% 02/14/2027-2026 37,494 37,494
48000 PEPSICO INC 3% 10/15/2027 46,134 46,134
96000 PNC FINANCIAL SERVICES 2.55% 01/22/2030-2029 84,083 84,083
91000 STARBUCKS CORP COM 4% 11/15/2028-2028 89,700 89,700
87000 T-MOBILE USA INC 3.375% 04/15/2029-2024 80,830 80,830
43000 UNITEDHEALTH 2.95% 10/15/2027 40,840 40,840
85000 US BANCORP 1.45% 05/12/2025-2025 80,909 80,909
72000 VERIZON COMMUNICATIONS INC 4.329% 09/21/2028 71,303 71,303
11307.608 BLACKROCK HIGH YIELD BOND PORT - INST 79,719 79,719
7356.4 EATON VANCE E/M DBT OPP-I 55,394 55,394
1271 ISHARES IBOXX HIGH YIELD CORP BOND ETF 98,363 98,363
236 ISHARES IBOXX INV GR CORP BD ETF 26,116 26,116
699 ISHARES JPM EMERGING MARKETS BOND ETF 62,253 62,253
2607 ISHARES MBS ETF 245,267 245,267
866 SPDR BLOOMBERG BARCLAYS INT TREASURY BOND ETF 20,074 20,074
201 VANECK JP MORGAN EM LCL CURR BOND ETF 5,095 5,095

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BEN MAY CHARITABLE TRUST
 
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
EIN:
23-7145009
Name of Stock End of Year Book Value End of Year Fair Market Value
213 ABB LTD SPONSORED ADR 9,436 9,436
36 ADAPTIVE BIOTECHNOLOGIES CORP 176 176
13 ADDUS HOMECARE CORP 1,207 1,207
4 ADVANCED DRAINAGE SYSTEMS INC 563 563
173 ADVANTEST CORP SPON ADR NEW 5,839 5,839
5 AFLAC INC COM 413 413
37 AGREE REALTY CORP 2,329 2,329
354 AIA GROUP LTD-SP ADR 12,273 12,273
280 AIR LIQUIDE- UNSPONSORED ADR 10,906 10,906
275 AIRBUS SE - UNSP ADR 10,607 10,607
296 AKZO NOBEL ADR 8,211 8,211
14 ALASKA AIR GROUP 547 547
1157 ALERIAN MLP ETF 49,196 49,196
8 ALLEGION PLC 1,013 1,013
57 ALLEGRO MICROSYSTEMS INC 1,725 1,725
791 ALPHABET INC INC CL A 110,495 110,495
680 AMAZON.COM INC 103,319 103,319
10 AMERICAN ELEC PWR INC COM 812 812
132 AMERICAN EXPRESS CO 24,729 24,729
15 AMERICAN HOMES 4 RENT-A 539 539
3 AMERICAN WATER WORKS 396 396
6 AMERIPRISE FINANCIAL INC 2,279 2,279
27 AMERIS BANCORP 1,432 1,432
10 AMETEK INC 1,649 1,649
72 AMGEN INC 20,737 20,737
6 AMN HEALTHCARE SERVICES INC 449 449
38 AON PLC 11,059 11,059
986 APPLE INC 189,835 189,835
261 APPLIED MATERIALS INC COM 42,300 42,300
8 ARES MANAGEMENT CORP CL A 951 951
86 ARISTA NETWORKS INC 20,254 20,254
44 ARRAY TECHNOLOGIES INC 739 739
3 ASGN INC 288 288
193 ASICS CORP UNSPONSORD ADR 6,060 6,060
21 ASM INTERNATIONAL COM 10,903 10,903
9 ASML HOLDING NV NY REG SHS 6,812 6,812
3 ATKORE INC 480 480
222 AUTOLIV INC 24,462 24,462
11 AUTOZONE INC COM 28,442 28,442
41 AVANTOR INC COM 936 936
3 AVERY DENNISON CORP 606 606
17 AXALTA COATING SYSTEMS LTD 577 577
338 AXIS CAPITAL HOLDINGS LTD 18,715 18,715
324 BAKER HUGHES CO 11,074 11,074
7 BALL CORP 403 403
447 BANDAI NAMCO HOLDINGS INC UNSPON ADS 4,461 4,461
22 BJS WHOLESALE CLUB HOLDINGS 1,466 1,466
43 BLOOMIN' BRANDS INC 1,210 1,210
10 BMW TECHNOLOGIES INC 767 767
9 BOYD GAMING CORP 563 563
384 BP AMOCO PLC 13,594 13,594
26 BRIDGEBIO PHARMA INC 1,050 1,050
40 BROADCOM INC 44,650 44,650
2 BUILDERS FIRSTSOURCE INC 334 334
223 CABOT CORP 18,620 18,620
28 CAESARS ENTERTAINMENT INC NEW COM 1,313 1,313
50 CALERES INC 1,536 1,536
175 CAPGEMINI UNSPONSORED ADR 7,324 7,324
107 CARDINAL HEALTH INC 10,786 10,786
220 CARLSBERG AS B-SPON ADR 5,505 5,505
38 CASTLE BIOSCIENCES INC COM 820 820
223 CBOE GLOBAL MARKETS INC 39,819 39,819
2 CDW CORP 455 455
273 CELSIUS HOLDINGS I COM NEW 14,884 14,884
151 CENCORA INC 31,012 31,012
6 CENTENE CORP 445 445
45 CENTERPOINT ENERGY INC 1,286 1,286
7 CF INDS HLDGS INC COM 556 556
35 CHAMPIONX CORPORATION COM 1,022 1,022
11 CHART INDUSTRIES INC 1,500 1,500
6 CHECK POINT SOFTWARE TECHNOLOGIES 917 917
145 CHENIERE ENERGY, INC. 24,753 24,753
102 CHEVRON CORPORATION 15,214 15,214
11 CHORD ENERGY CORPORATION 1,829 1,829
35 CHUBB LTD 7,910 7,910
2 CHURCHILL DOWNS INC 270 270
632 CIE FINANCIERE RICH-UNSP ADR 8,706 8,706
662 CISCO SYSTEMS INC 33,444 33,444
22 CIVITAS RESOURCES INC COM NEW 1,504 1,504
103 CLEAN HARBORS INC 17,975 17,975
42 CNO FINANCIAL GROUP, INC 1,172 1,172
26 COCA COLA CONSOLIDATED INC 24,138 24,138
116 COCA-COLA EUROPACIFIC PARTNERS PLC 7,742 7,742
10 COGNIZANT TECHNOLOGY SOLUTIONS CORP 755 755
44 COLLEGIUM PHARMACEUTICAL INC 1,354 1,354
528 COMCAST CORP 23,153 23,153
34 COMMERCIAL METALS CO 1,701 1,701
468 COMPASS GROUP PLC SPON ADR 13,015 13,015
12 CONCENTRIX CORPORATION COM 1,179 1,179
317 CONOCOPHILLIPS 36,794 36,794
2 CONSTELLATION BRANDS INC 483 483
916 CONTINENTAL AG-SPONS ADR 7,740 7,740
17 CORTEVA INC 815 815
216 COVESTRO AG SPONSORED ADR 6,311 6,311
45 CREDO TECHNOLOGY GROUP 876 876
45 CROSS COUNTRY HEALTHCARE INC 1,019 1,019
3 CROWN HOLDINGS INC 276 276
4 CURTISS-WRIGHT CORP 891 891
74 CVB FINANCIAL CORP 1,494 1,494
493 DAIKIN INDUSTRIES-UNSPON ADR 7,972 7,972
224 DAIWA HOUSE INDUS-UNSP ADR 6,754 6,754
4 DARDEN RESTAURANTS INC 657 657
27 DARLING INGREDIENTS, INC 1,346 1,346
54 DBS GROUP HLDGS LTD 5,468 5,468
29 DECKERS OUTDOOR CORP 19,384 19,384
14 DELL TECHNOLOGIES CL C 1,071 1,071
30 DENALI THERAPEUTICS INC 644 644
11 DEVON ENERGY CORP NEW COM 498 498
284 DEXCOM INC 35,242 35,242
3 DIAMONDBACK ENERGY INC 465 465
24 DIGITALOCEAN HOLDINGS INC COM 881 881
326 DISCO CORP UNSPONSORED ADR 8,059 8,059
11 DISCOVER FINL SVCS 1,236 1,236
35 DOUBLEVERIFY HOLDINGS INC 1,287 1,287
9 DOVER CORP COM 1,384 1,384
8 DTE ENERGY CO 882 882
13 DUPONT DE NEMOURS INC COM 1,000 1,000
23 DYCOM INDUSTRIES INC 2,647 2,647
9 EAST WEST BANCORP INC 648 648
2 EASTGROUP PPTY INC COM 367 367
2 EATON CORP PLC 482 482
10 EBAY INC 436 436
51 ELI LILLY & CO & CO COM 29,729 29,729
105 EMCOR GROUP INC COM 22,620 22,620
11 ENCORE CAPITAL GROUP INC 558 558
18 ENERSYS 1,817 1,817
986 ENGIE SPON ADR 17,339 17,339
13 ENTEGRIS INC 1,558 1,558
8 ENTERGY CORP NEW COM 809 809
11 EQT CORP 425 425
2 EQUIFAX INC 495 495
10 EQUITY LIFESTYLE PROPERTIES INC 705 705
9 EQUITY RESIDENTIAL 550 550
19 ESSENT GROUP LTD 1,002 1,002
2 ESSEX PPTY TR 496 496
4 EVERCORE INC 684 684
86 EVEREST GROUP LTD 30,408 30,408
23 EXACT SCIENCES CORP 1,702 1,702
67 EXLSERVICE HOLDINGS 2,067 2,067
7 EXPEDIA GROUP INC 1,063 1,063
8 EXPEDITORS INTL WASH INC 1,018 1,018
118 EXPERIAN PLC-SPONS ADR 4,807 4,807
305 EXXON MOBIL CORP 30,494 30,494
65 FACTSET RESEARCH SYSTEMS 31,008 31,008
470 FANUC CORPORATION ADR 6,876 6,876
81 FEDEX CORP COM 20,491 20,491
5 FERGUSON PLC 965 965
44 FIFTH THIRD BANCORP 1,518 1,518
13 FIRST AMERICAN FIN'L 838 838
29 FIRST MERCHANTS CORP 1,075 1,075
608 FIRST TRUST NORTH AMERICAN ENERGY - ETF 16,835 16,835
16 FIRSTENERGY CORP COM 587 587
20 FLEX LTD 609 609
22 FLYWIRE CORPORATION COM VTG 509 509
5 FMC CORP 315 315
90 FNB CORP 1,239 1,239
8 FORTIVE CORP 589 589
10 FORTREA HOLDINGS INC. COMMON STOCK 349 349
750 FREEPORT-MCMORAN 31,927 31,927
19 FRONTDOOR INC COM 669 669
3 GALLAGHER ARTHUR J & CO COM 675 675
5 GARMIN LTD 643 643
47 GEN DIGITAL INC 1,073 1,073
21 GENTEX CORP 686 686
146 GILDAN AVTIVEWEAR INC 4,827 4,827
140 GILEAD SCIENCES INC. 11,341 11,341
3 GLOBAL PAYMENTS INC 381 381
5 GLOBE LIFE INC 609 609
62 GRAPHIC PACKAGING HOLDING CO. 1,528 1,528
8 H&R BLOCK INC 387 387
35 HALLIBURTON CO 1,265 1,265
85 HALMA PLC UNSPONSORD ADS 4,923 4,923
9 HANOVER INSURANCE GROUP, INC 1,093 1,093
18 HARLEY DAVIDSON INC 663 663
253 HENKEL AG CO. KGAA SPON ADR PFD 5,084 5,084
6 HENRY SCHEIN 454 454
7 HEXCEL CORP 516 516
93 HOME DEPOT INC COM 32,229 32,229
29 HOWMET AEROSPACE INC 1,569 1,569
73 HOYA CORP 9,090 9,090
305 HSBC 12,365 12,365
94 HUNTINGTON BANCSHARES 1,196 1,196
11 HURON CONSULTING GROUP INC COM 1,131 1,131
12 ICF INTERNATIONAL INC 1,609 1,609
40 ICON PLC PLC 11,323 11,323
67 IMCD NV ADR 5,893 5,893
14 IMMUNOCORE HOLDINGS PLC ADS 956 956
30 IMMUNOGEN INC 889 889
11 IMMUNOVANT INC COM 463 463
615 ING 9,237 9,237
40 INSMED INC 1,240 1,240
12 INTER-CELLULAR THERAPIES INC 859 859
17 INTERPUBLIC GROUP 555 555
104 INTUITIVE SURGICAL INC 35,085 35,085
185 INVESCO SENIOR LOAN ETF 3,918 3,918
10749 INVESCO OPTIMUM YIELD DRIVERS 142,962 142,962
12 INVITATION HOMES INC COM 409 409
95 IOVANCE BIOTHERAPEUTICS INC 772 772
7553 ISHARES CORE MSCI EMERGING MARKETS 382,031 382,031
5067 ISHARES CORE S&P 500 ETF 2,420,151 2,420,151
712 ISHARES CORE S&P SMALL-CAP ETF 77,074 77,074
582 ISHARES FRONTIER AND SELECT EM 15,307 15,307
701 ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF 17,574 17,574
7198 ISHARES MSCI EAFE ETF 542,369 542,369
1867 ISHARES MSCI EAFE SMALL CAP INDEX FD 115,567 115,567
1184 ISHARES MSCI EMERGING MARKETS ETF 47,609 47,609
127 ISHARES PFD & INCOME SECURITIES ETF 3,961 3,961
43 ISHARES RUSSELL 2000 ETF 8,630 8,630
2797 ISHARES S&P GLOBAL INFRASTRUCTURE ETF 131,599 131,599
1336 ISHARES S&P MID-CAP 400 GROWTH ETF 105,838 105,838
924 ISHARES S&P MID-CAP 400 VALUE ETF 105,373 105,373
3 ITT INC 358 358
304 JABIL INC 38,730 38,730
3 JACOBS SOLUTIONS INC 389 389
28 JAMF HOLDING CORP COM 506 506
42 JANUS HENDERSON GROUP PLC 1,266 1,266
364 JP MORGAN CHASE & CO 61,916 61,916
211 KBC GROEP NV-UNSP ADR 6,853 6,853
28 KENVUE INC. COM 603 603
567 KNIGHT-SWIFT TRANSPORTATION 32,688 32,688
3 L3HARRIS TECHNOLOGIES INC 632 632
9 LAMAR ADVERTISING 957 957
4 LANDSTAR SYSTEMS 775 775
4 LEAR CORPORATION 565 565
422 LEGRAND SA UNSPONSORED ADR 8,773 8,773
3 LEIDOS HOLDINGS INC 325 325
123 LIFE TIME GROUP HOLDINGS INC 1,855 1,855
101 LIFESTANCE HEALTH GROUP INC COM 791 791
199 LINCOLN ELECTRIC HOLDINGS INC 43,275 43,275
23 LINCOLN NATIONAL CORP 620 620
34 LINDBLAD EXPEDITIONS HLDGS INC 383 383
116 LIVE NATION ENTERTAINMENT, INC 10,858 10,858
50 LIVENT CORP 899 899
10 LKQ CORP 478 478
103 LOCKHEED MARTIN CORP COM 46,684 46,684
255 LONDON STOCK EXCHG-UNSP ADR 7,644 7,644
4 LPL FINANCIAL HOLDINGS, INC 910 910
56 LULUS FASHION LOUNGE HOLDINGS IN 104 104
160 LYONDELLBASELL INDUSTRIES NV-CL A 15,213 15,213
4 MARRIOTT 902 902
16 MASCO CORP 1,072 1,072
104 MEDPACE HOLDINGS INC 31,879 31,879
240 MERCK KGAA SPON ADR EACH REPR 0.2 ORD SHS 7,663 7,663
152 META PLATFORMS INC 53,802 53,802
6 MICROCHIP TECHNOLOGY 541 541
486 MICROSOFT CORP CORPORATION 182,755 182,755
161 MIRION TECHNOLOGIES INC WT EXP 063027 327 327
51 MODINE MANUFACTURING CO 3,045 3,045
13 MOELIS & CO CLASS A 730 730
3 MOLINA HEALTHCARE 1,084 1,084
46 MTU AERO ENGINES AG UNSPONSORD ADR 4,965 4,965
15 MYR GROUP, INC DEL 2,169 2,169
42 NATERA INC 2,631 2,631
4 NETAPP INC 353 353
26 NEVRO CORPORATION 559 559
299 NOMURA RESEARCH INSTITUTE LTD ADR NEW 8,689 8,689
4 NORFOLK SOUTHERN CORP 946 946
33 NORTHERN OIL & GAS INC NEV COM 1,223 1,223
170 NOVO NORDISK AS SPONSORD ADR 17,586 17,586
12 NVENT ELECTRIC PLC 709 709
81 NVIDIA CORP COM 40,113 40,113
73 NXP SEMICONDUCTOR NV 16,767 16,767
11 OGE ENERGY CORP 384 384
11 OLIN CORP 593 593
22 OLINK HOLDING AB SPONSORED ADS 553 553
7 OTIS WORLDWIDE CORP COM 626 626
3 PACKAGING CORP OF AMERICA 489 489
79 PALO ALTO NETWORKS, INC 23,296 23,296
4 PARKER HANNIFIN CORP 1,843 1,843
81 PATTERSON UTI ENERGY INC 875 875
166 PEBBLEBROOK HOTEL TRUST 2,653 2,653
158 PENSKE AUTOMOTIVE GROUP, INC. 25,361 25,361
103 PEPSICO INC COM 17,494 17,494
24 PERFORMANCE FOOD GROUP CO 1,660 1,660
222 PERNOD-RICARD SPONSORED ADR 7,837 7,837
11 PERRIGO CO PLC 354 354
68 PETCO HEALTH AND WELLNESS CO 215 215
405 PFIZER INC 11,660 11,660
4 PHILLIPS 66 COM 533 533
12 PIEDMONT LITHIUM LTD COM 339 339
10 PINNACLE FINL 872 872
6 POLARIS INC 569 569
17 POPULAR INC 1,395 1,395
26 PORTILLOS INC COM CL A 414 414
41 PORTLAND GENERAL ELECTRIC CO 1,777 1,777
7 PPG INDUSTRIES INC 1,047 1,047
79 PRIVIA HEALTH GROUP INC COM 1,819 1,819
163 PROCTER & GAMBLE CO 23,886 23,886
23 PROGRESS SOFTWARE CORP 1,249 1,249
23 PROGYNY INC 855 855
248 PUBLIC SVC ENTERPRISE GROUP INC COM 15,165 15,165
5 QORVO INC 563 563
122 QUEST DIAGNOSTICS INC 16,821 16,821
25 RADNET INC 869 869
4 RALPH LAUREN CORP 577 577
22 RANGE RESOURCES CORP 670 670
11 RB GLOBAL INC COM NPV 736 736
633 RECRUIT HOLDINGS CO LTD-ADR 5,286 5,286
6 REGAL REXNORD CORP 888 888
15 REGENCY CENTERS CORP 1,005 1,005
17 REGENERON PHARMACEUTICAL 14,931 14,931
480 RELX PLC SPON ADR 19,037 19,037
2 RENAISSANCERE HOLDINGS LTD COM 392 392
815 RENESAS ELECTRONICS CORP UNSPONSORD ADR 7,286 7,286
21 RESIDEO TECHNOLOGIES INC 395 395
31 REVANCE THERAPEUTICS INC 272 272
50 REXFORD INDUSTRIAL REALTY IN REIT 2,805 2,805
9 ROBERT HALF INC 791 791
418 ROCHE HLDG LTD SPONSORED ADR 15,144 15,144
32 ROCKET COMPANIES INC COM CL A 463 463
8 ROSS STORES INC COM 1,107 1,107
109 RYANAIR HLDGS PLC SP ADR 14,536 14,536
394 SAMPO OYJ A SHS-UNSP ADR 8,605 8,605
329 SANDVIK A/B ADR-EACH REPR 1 ORD SEK6 7,133 7,133
59 SAP SE SPONSORED ADR 9,121 9,121
5 SCIENCE APPLICATIONS INTERNATIONAL CORP 622 622
410 SHIN-ETSU CHEM-UNSPON ADR 8,569 8,569
228 SIEMENS HEALTHINEERS AG UNSPONSORED ADR 6,642 6,642
9 SIMON PROPERTY GROUP INC 1,284 1,284
7 SITIME CORPORATION COM 855 855
367 SKECHERS USA INC 22,879 22,879
12 SLM CORP 229 229
3 SONDER HOLDINGS INC CL A NEW 10 10
22 SOPHIA GENETICS SA 104 104
25 SOUTHWEST GAS HOLDINGS 1,584 1,584
278 SPDR EMERGING MKTS SMALLCAP ETF 15,696 15,696
1708 SPDR GOLD TR GOLD SHS 326,518 326,518
24 SPROUT SOCIAL INC CLASS A 1,475 1,475
299 SPROUTS FARMERS MARKET INC 14,385 14,385
104 STARBUCKS CORP COM 9,985 9,985
22 STIFEL FINANCIAL CORP. 1,521 1,521
2 STONEX GROUP INC COM 148 148
52 SUMMIT MATERIALS INC 2,000 2,000
26 SUN COUNTRY AIRLINES HOLDINGS IN COM 409 409
245 SUNCOR ENERGY INC NEW 7,850 7,850
3 SUPER MICRO COMPUTER 853 853
34 SUZUKI MOTOR CORP 5,792 5,792
10 SYNCHRONY 382 382
133 T-MOBILE US INC 21,324 21,324
4 TAKE-TWO INTERACTIVE 644 644
43 TAYLOR MORRISON HOME CORP A 2,294 2,294
14 TD SYNNEX CORP 1,507 1,507
7 TE CONNECTIVITY 983 983
11 TECK CL B 465 465
23 TEEKAY TANKERS LTD-CLASS A 1,149 1,149
18 TEMPUR SEALY INTL INC 917 917
10 TERADYNE 1,085 1,085
442 TEREX CORP NEW 25,397 25,397
62 TESLA MOTORS 15,406 15,406
17 TEXTRON INC COM 1,367 1,367
344 THALES SA UNSPONSORD ADR 10,160 10,160
5 TIDEWATER INC 361 361
26 TKO GROUP HOLDINGS INC CL A 2,121 2,121
7 TRANSUNION 481 481
2 TRAVELERS COMPANIES INC COM 381 381
234 UNILEVER PLC ADR 11,344 11,344
51 UNITED COMMUNITY BANKS, INC. 1,492 1,492
84 UNITEDHEALTH COM 44,223 44,223
501 UNIVERSAL MUSIC GROUP N.V UNSPONSORED ADS 7,159 7,159
465 UNUM GROUP 21,027 21,027
13 US BANCORP 563 563
24 US FOODS HOLDING CORP 1,090 1,090
15 VALARIS LTD 1,029 1,029
2133 VANGUARD REAL ESTATE ETF 188,472 188,472
19 VARONIS SYSTEMS INC 860 860
169 VERITAS (BUREAU) UNSPONSORED ADR 8,560 8,560
73 VERRA MOBILITY CORP 1,681 1,681
948 VIATRIS INC 10,267 10,267
24 VICI PROPERTIES INC COM 765 765
184 VISA INC 47,904 47,904
83 VISHAY INTERTECHNOLOGY 1,989 1,989
464 VONOVIA SE ADR 7,282 7,282
3 VOYA 219 219
99 WALMART INC INC 15,607 15,607
7 WEATHERFORD INTERNATIONAL 685 685
18 WEBSTER FINL CORP 914 914
7 WELLTOWER INC 631 631
14 WESCO INTERNATIONAL INC 2,434 2,434
63 WEST PHARMACEUTICALS SERVICES INC 22,184 22,184
601 WEYERHAEUSER CO 20,897 20,897
4 WHIRLPOOL CORP 487 487
17 WINTRUST FIN'L 1,577 1,577
36 WORLD KINECT CORP 820 820
52 WW GRAINGER INC 43,092 43,092
9 WYNDHAM HOTELS & RESORTS INC 724 724
4 ZEBRA TECHNOLOGIES CORP 1,093 1,093
4 ZIMMER BIOMET HLDGS INC 487 487
1044 ZOZO INC UNSP ADR 4,823 4,823
24 ZURN ELKAY WATER SOLUTIONS CORPORATION 706 706
20236.154 AQR DIVERSIFIED ARBITRAGE CLASS I 240,608 240,608
56594.612 BLACKROCK SYST MULTI STR INST 556,891 556,891
19903.537 CAUSEWAY EMERGING MARKETS FUND - INST 195,453 195,453
5154.04 COHEN & STEERS GL INFR-I 111,791 111,791
3497.502 COHEN & STEERS GLOBAL REALTY SHARES I 181,905 181,905
32683.821 DFA COMMODITY STRATEGY PORTFOLIO 142,175 142,175
22515.023 DFA EMERG MKTS EX CHINA CORE EQUITY 221,998 221,998
21388.307 FEDERATED HERMES MDT MARKET NEUTRAL CL IS 375,579 375,579
3721.568 MFS MID CAP GROWTH FUND - I 107,367 107,367
1781.223 T ROWE PRICE INTERNATIONAL DISCOVERY - I 112,502 112,502

TY 2023 InvestmentsGovtObligationsSch
Name:
THE BEN MAY CHARITABLE TRUST
 
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
EIN:
23-7145009
US Government Securities - End of Year Book Value:

3,223,058
US Government Securities - End of Year Fair Market Value:

3,223,058
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE BEN MAY CHARITABLE TRUST
 
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
EIN:
23-7145009
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
TIMBERLANDS & MINERALS FMV 14,892,372 14,892,372

TY 2023 LegalFeesSchedule
Name:
THE BEN MAY CHARITABLE TRUST
 
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
EIN:
23-7145009
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,373 3,373   0


TY 2023 OtherDecreasesSchedule
Name:
THE BEN MAY CHARITABLE TRUST
 
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
EIN:
23-7145009
Description Amount
RETURN OF CAPITAL ADJUSTMENT 4,864


TY 2023 OtherExpensesSchedule
Name:
THE BEN MAY CHARITABLE TRUST
 
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
EIN:
23-7145009
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES 3,970 0   3,970
ROAD & TIMBER MAINTENANCE 80,469 80,469   0
INSURANCE 8,345 2,743   5,602
ADR FEES 641 641   0


TY 2023 OtherIncreasesSchedule
Name:
THE BEN MAY CHARITABLE TRUST
 
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
EIN:
23-7145009
Description Amount
INCREASE (DECREASE) IN UNREALIZED GAINS 1,448,141
BOOK/TAX DIFFERENCE CAPITAL GAINS 18,629


TY 2023 TaxesSchedule
Name:
THE BEN MAY CHARITABLE TRUST
 
HANCOCK WHITNEY BANK SUCCESSOR TRUSTEE
EIN:
23-7145009
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAXES 23,839 23,839   0
FOREIGN TAX 8,909 8,909   0
2023 EXCISE TAX ESTIMATES 4,000 0   0