TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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 BENTON FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)8818 STABLE CREST BOULEVARD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX77024

A Employer identification number

76-0537349

B Telephone number (see instructions)

(713) 385-0870

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$21,067,882J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	92,306		92,306
4	Dividends and interest from securities...	503,587		503,587
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		15,993
b	Gross sales price for all assets on line 6a 4,604,603
7	Capital gain net income (from Part IV, line 2)...			15,993
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).......	List of Attached Documents: // Content	159	159
12	Total. Add lines 1 through 11........	612,045		612,045
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	9,860	9,860	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	86,824	86,824	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	20,730	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	117,414		96,684	0
25	Contributions, gifts, grants paid.......	990,000			990,000
26	Total expenses and disbursements. Add lines 24 and 25	1,107,414		96,684	990,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-495,369
b	Net investment income (if negative, enter -0-)			515,361
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	4,199,436	284,642	284,642
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	12,205,295	List of Attached Documents: // Content 15,611,809	20,711,240
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 0	List of Attached Documents: // Content 72,000	List of Attached Documents: // Content 72,000
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	16,404,731	15,968,451	21,067,882
	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 )	List of Attached Documents: // Content 0	List of Attached Documents: // Content 72,000
	23	Total liabilities (add lines 17 through 22).........	0	72,000
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	26,754	26,754
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	16,377,977	15,869,697
	29	Total net assets or fund balances (see instructions).....	16,404,731	15,896,451
	30	Total liabilities and net assets/fund balances (see instructions).	16,404,731	15,968,451

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

16,404,731

Enter amount from Part I, line 27a .....................

-495,369

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

15,909,362

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

12,911

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

15,896,451

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	ALBEMARLE CORP	P	2022-09-19	2023-03-02
b	BLACKROCK INC	P	2022-06-24	2023-02-27
c	BLACKROCK INC	P	2022-09-08	2023-02-27
d	CONSTELLATION BRANDS INC	P	2022-09-08	2023-02-15
e	CONSTELLATION BRANDS INC	P	2022-09-13	2023-02-15
	CUMMINS INC	P	2022-10-13	2023-02-28
	CUMMINS INC	P	2022-10-19	2023-02-28
	DARDEN RESTAURANTS INC	P	2023-03-22	2023-09-12
	DEERE & CO	P	2023-03-17	2023-12-01
	DELTA AIR LINES INC	P	2023-06-15	2023-12-01
	DELTA AIR LINES INC	P	2023-09-12	2023-12-01
	DISNEY WALT CO	P	2023-02-28	2023-06-15
	DISNEY WALT CO	P	2023-02-28	2023-08-25
	GENUINE PARTS CO	P	2022-06-09	2023-03-16
	GENUINE PARTS CO	P	2022-06-09	2023-04-12
	LOCKHEED MARTIN CORP	P	2022-06-08	2023-03-17
	LPL FINANCIAL HOLDINGS INC	P	2022-09-08	2023-03-14
	LPL FINANCIAL HOLDINGS INC	P	2022-09-13	2023-03-14
	LPL FINANCIAL HOLDINGS INC	P	2022-10-14	2023-03-14
	MARVELL TECHNOLOGY INC	P	2023-03-01	2023-12-06
	MARVELL TECHNOLOGY INC	P	2023-04-12	2023-12-06
	ORACLE CORP	P	2022-09-08	2023-03-15
	SCHLUMBERGER LIMITED	P	2022-06-27	2023-03-16
	SCHWAB CHARLES CORP	P	2022-09-01	2023-03-13
	T-MOBILE US INC	P	2022-09-07	2023-03-16
	T-MOBILE US INC	P	2022-09-07	2023-03-24
	T-MOBILE US INC	P	2022-09-13	2023-05-23
	T-MOBILE US INC	P	2022-09-07	2023-05-23
	THE CIGNA GROUP	P	2022-06-27	2023-03-06
	THE CIGNA GROUP	P	2022-10-14	2023-03-06
	WALMART INC	P	2023-02-28	2023-12-01
	WASTE MANAGEMENT INC	P	2022-09-08	2023-02-15
	ALBERTSONS COS INC	P	2021-06-18	2023-02-15
	ALBERTSONS COS INC	P	2021-06-18	2023-02-15
	ALBERTSONS COS INC	P	2021-06-21	2023-02-15
	ALBERTSONS COS INC	P	2021-06-22	2023-02-15
	ALBERTSONS COS INC	P	2021-06-23	2023-02-15
	BANK AMERICA CORP	P	2019-03-22	2023-02-27
	BANK AMERICA CORP	P	2019-03-22	2023-02-27
	BANK AMERICA CORP	P	2020-09-04	2023-02-27
	BRISTOL-MYERS SQUIBBCO	P	2019-05-16	2023-04-21
	BRISTOL-MYERS SQUIBBCO	P	2019-05-16	2023-04-24
	BRISTOL-MYERS SQUIBBCO	P	2019-06-25	2023-04-24
	BRISTOL-MYERS SQUIBBCO	P	2019-07-25	2023-04-24
	DANAHER CORPORATION	P	2017-11-15	2023-04-21
	DANAHER CORPORATION	P	2019-06-25	2023-04-21
	DANAHER CORPORATION	P	2019-07-25	2023-04-21
	DANAHER CORPORATION	P	2019-09-16	2023-04-21
	DANAHER CORPORATION	P	2017-11-15	2023-04-28
	FISERV INC	P	2022-09-08	2023-09-12
	FORD MTR CO DEL	P	2021-02-25	2023-03-02
	FORD MTR CO DEL	P	2021-02-26	2023-03-02
	FORD MTR CO DEL	P	2021-02-26	2023-03-15
	GENUINE PARTS CO	P	2022-06-09	2023-08-29
	HONEYWELL INTERNATIONAL INC	P	2019-07-25	2023-03-02
	HONEYWELL INTERNATIONAL INC	P	2020-01-27	2023-03-02
	HONEYWELL INTERNATIONAL INC	P	2020-09-02	2023-03-02
	INTERNATIONAL BUS MACH CORP	P	2020-06-05	2023-02-15
	INTERNATIONAL BUS MACH CORP	P	2021-06-18	2023-02-15
	INTERNATIONAL BUS MACH CORP	P	2021-09-28	2023-02-15
	MORGAN STANLEY	P	2021-02-10	2023-12-06
	MORGAN STANLEY	P	2021-02-24	2023-12-06
	MORGAN STANLEY	P	2022-10-19	2023-12-06
	ORACLE CORP	P	2022-09-08	2023-12-06
	ORACLE CORP	P	2022-09-08	2023-12-21
	QUALCOMM INC	P	2022-02-03	2023-02-24
	TARGET CORP	P	2020-05-20	2023-08-29
	TARGET CORP	P	2020-05-20	2023-08-29
	TARGET CORP	P	2020-06-05	2023-08-29
	TARGET CORP	P	2020-09-04	2023-08-29
	TARGET CORP	P	2021-02-10	2023-08-29
	THERMO FISHER SCIENTIFIC INC	P	2018-10-31	2023-04-21
	THERMO FISHER SCIENTIFIC INC	P	2018-10-31	2023-04-21
	UNITED PARCEL SERVICE INC CL B	P	2022-03-04	2023-04-25
	UNITED PARCEL SERVICE INC CL B	P	2022-03-04	2023-04-28
	UNITED PARCEL SERVICE INC CL B	P	2022-03-04	2023-08-25
	VERALTO CORP	P	2016-05-03	2023-12-01
	VERALTO CORP	P	2016-05-03	2023-12-01
	VERALTO CORP	P	2016-05-03	2023-12-01
	VERALTO CORP	P	2016-05-03	2023-12-01
	VERALTO CORP	P	2017-11-15	2023-12-01
	VERALTO CORP	P	2016-05-03	2023-12-28
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-01-03
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-01-03
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-01-06
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-01-09
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-01-10
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-01-11
	AMERICAN TOWER REIT INC	P	2022-05-03	2023-01-18
	AMERICAN TOWER REIT INC	P	2022-05-05	2023-01-18
	AMERICAN TOWER REIT INC	P	2022-05-05	2023-01-18
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-01-18
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-01-19
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-01-27
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-02-02
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-02-02
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-02-03
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-02-03
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-02-06
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-02-13
	AMERICAN TOWER REIT INC	P	2022-05-09	2023-02-22
	AMERICAN HOMES 4 RENT	P	2022-11-22	2023-08-10
	AMERICAN HOMES 4 RENT	P	2022-11-22	2023-08-14
	BOYD GAMING CORP	P	2022-04-18	2023-03-22
	EXTRA SPACE STORAGE INC	P	2022-04-18	2023-01-04
	EXTRA SPACE STORAGE INC	P	2022-04-20	2023-01-04
	EXTRA SPACE STORAGE INC	P	2022-05-09	2023-01-04
	EXTRA SPACE STORAGE INC	P	2022-05-09	2023-01-09
	EXTRA SPACE STORAGE INC	P	2022-05-09	2023-01-10
	EXTRA SPACE STORAGE INC	P	2022-05-09	2023-01-11
	EXTRA SPACE STORAGE INC	P	2022-05-09	2023-01-11
	EXTRA SPACE STORAGE INC	P	2022-04-27	2023-04-19
	EXTRA SPACE STORAGE INC	P	2022-04-29	2023-04-19
	EXTRA SPACE STORAGE INC	P	2022-05-09	2023-04-19
	EXTRA SPACE STORAGE INC	P	2022-04-27	2023-04-20
	EXTRA SPACE STORAGE INC	P	2022-04-29	2023-04-20
	EXTRA SPACE STORAGE INC	P	2022-05-09	2023-04-20
	EXTRA SPACE STORAGE INC	P	2022-04-27	2023-04-21
	EXTRA SPACE STORAGE INC	P	2022-04-29	2023-04-21
	EXTRA SPACE STORAGE INC	P	2022-05-09	2023-04-21
	EXTRA SPACE STORAGE INC	P	2022-05-09	2023-04-24
	EXTRA SPACE STORAGE INC	P	2022-05-09	2023-04-24
	EXTRA SPACE STORAGE INC	P	2022-05-09	2023-04-24
	HEALTHPEAK PPTYS INC	P	2022-05-09	2023-01-17
	HEALTHPEAK PPTYS INC	P	2022-05-09	2023-01-18
	HEALTHPEAK PPTYS INC	P	2022-05-09	2023-01-18
	HEALTHPEAK PPTYS INC	P	2022-05-09	2023-02-22
	HEALTHPEAK PPTYS INC	P	2022-05-09	2023-02-23
	HEALTHPEAK PPTYS INC	P	2022-05-09	2023-02-23
	HEALTHPEAK PPTYS INC	P	2022-05-09	2023-02-23
	HEALTHPEAK PPTYS INC	P	2022-06-27	2023-02-23
	HOST HOTELS & RESORTS	P	2022-04-18	2023-01-26
	HOST HOTELS & RESORTS	P	2022-04-18	2023-01-26
	HOST HOTELS & RESORTS	P	2022-04-18	2023-02-03
	IRON MOUNTAIN REIT INC	P	2023-02-21	2023-08-08
	IRON MOUNTAIN REIT INC	P	2023-02-22	2023-08-08
	IRON MOUNTAIN REIT INC	P	2023-02-22	2023-08-10
	IRON MOUNTAIN REIT INC	P	2023-02-22	2023-08-11
	IRON MOUNTAIN REIT INC	P	2023-02-23	2023-08-11
	JONES LANG LASALLE INC	P	2023-01-13	2023-10-26
	KIMCO REALTY CORP	P	2022-04-18	2023-01-30
	KIMCO REALTY CORP	P	2022-04-18	2023-01-31
	KIMCO REALTY CORP	P	2022-04-18	2023-01-31
	KIMCO REALTY CORP	P	2022-04-18	2023-02-01
	MEDICAL PPTYS TR INC	P	2023-05-17	2023-07-21
	MEDICAL PPTYS TR INC	P	2023-05-22	2023-07-21
	MEDICAL PPTYS TR INC	P	2023-05-22	2023-10-30
	MEDICAL PPTYS TR INC	P	2023-05-26	2023-10-30
	MEDICAL PPTYS TR INC	P	2023-05-26	2023-11-02
	MEDICAL PPTYS TR INC	P	2023-06-01	2023-11-02
	MEDICAL PPTYS TR INC	P	2023-06-01	2023-11-03
	MEDICAL PPTYS TR INC	P	2023-06-05	2023-11-03
	NET LEASE OFFICE PROPERTIES	P	2023-11-07	2023-11-07
	PUBLIC STORAGE	P	2022-04-18	2023-03-13
	PUBLIC STORAGE	P	2022-04-18	2023-03-28
	PUBLIC STORAGE	P	2022-04-18	2023-04-03
	PUBLIC STORAGE	P	2022-04-18	2023-04-04
	PUBLIC STORAGE	P	2022-04-18	2023-04-05
	PUBLIC STORAGE	P	2022-04-20	2023-04-05
	PUBLIC STORAGE	P	2022-04-21	2023-04-05
	PUBLIC STORAGE	P	2022-04-21	2023-04-06
	PUBLIC STORAGE	P	2022-04-22	2023-04-06
	PUBLIC STORAGE	P	2022-04-22	2023-04-14
	PUBLIC STORAGE	P	2022-05-09	2023-04-14
	PUBLIC STORAGE	P	2022-05-09	2023-04-19
	PUBLIC STORAGE	P	2022-05-09	2023-04-20
	PUBLIC STORAGE	P	2022-05-09	2023-04-21
	PUBLIC STORAGE	P	2022-05-09	2023-04-24
	PUBLIC STORAGE	P	2022-05-09	2023-04-26
	PUBLIC STORAGE	P	2022-05-09	2023-05-01
	PUBLIC STORAGE	P	2022-05-09	2023-05-03
	PUBLIC STORAGE	P	2022-05-09	2023-05-04
	SITE CTRS CORP	P	2022-04-18	2023-03-23
	SITE CTRS CORP	P	2022-04-18	2023-03-24
	SITE CTRS CORP	P	2022-04-18	2023-03-24
	SITE CTRS CORP	P	2022-05-09	2023-03-27
	SITE CTRS CORP	P	2022-05-09	2023-03-29
	SITE CTRS CORP	P	2022-06-27	2023-03-29
	SITE CTRS CORP	P	2022-06-27	2023-04-18
	SITE CTRS CORP	P	2023-01-13	2023-04-18
	SBA COMMUNICATIONS CORP	P	2022-12-29	2023-12-14
	SBA COMMUNICATIONS CORP	P	2022-12-29	2023-12-27
	SBA COMMUNICATIONS CORP	P	2023-01-06	2023-12-27
	SBA COMMUNICATIONS CORP	P	2023-01-06	2023-12-28
	SBA COMMUNICATIONS CORP	P	2023-01-10	2023-12-28
	WELLTOWER INC	P	2022-04-18	2023-03-06
	WELLTOWER INC	P	2022-04-18	2023-03-09
	APARTMENT INCOME REIT	P	2022-04-18	2023-06-20
	APARTMENT INCOME REIT	P	2022-04-18	2023-06-21
	APARTMENT INCOME REIT	P	2022-04-18	2023-07-24
	APARTMENT INCOME REIT	P	2022-04-20	2023-07-24
	APARTMENT INCOME REIT	P	2022-05-09	2023-07-24
	APARTMENT INCOME REIT	P	2022-05-09	2023-07-26
	AMERICOLD REALTY TR INC	P	2022-04-18	2023-11-30
	AMERICOLD REALTY TR INC	P	2022-04-18	2023-12-01
	AMERICOLD REALTY TR INC	P	2022-04-18	2023-12-07
	AMERICOLD REALTY TR INC	P	2022-04-18	2023-12-08
	PROLOGIS INC	P	2022-04-18	2023-06-09
	PROLOGIS INC	P	2022-04-18	2023-06-09
	PROLOGIS INC	P	2022-04-18	2023-06-13
	PROLOGIS INC	P	2022-04-18	2023-07-21
	PROLOGIS INC	P	2022-04-18	2023-07-26
	PROLOGIS INC	P	2022-04-18	2023-08-09
	PROLOGIS INC	P	2022-04-18	2023-08-10
	PROLOGIS INC	P	2022-04-18	2023-10-23
	PROLOGIS INC	P	2022-04-18	2023-10-26
	PROLOGIS INC	P	2022-04-18	2023-11-02
	PROLOGIS INC	P	2022-04-18	2023-11-03
	PROLOGIS INC	P	2022-04-18	2023-11-03
	PROLOGIS INC	P	2022-04-18	2023-11-03
	PROLOGIS INC	P	2022-04-20	2023-11-03
	PROLOGIS INC	P	2022-04-29	2023-11-03
	PROLOGIS INC	P	2022-04-29	2023-12-21
	PROLOGIS INC	P	2022-05-02	2023-12-21
	BOYD GAMING CORP	P	2022-04-18	2023-05-15
	CAMDEN PPTY TR	P	2022-04-18	2023-11-15
	CAMDEN PPTY TR	P	2022-04-18	2023-11-16
	CAMDEN PPTY TR	P	2022-04-18	2023-11-20
	CAMDEN PPTY TR	P	2022-04-18	2023-11-21
	CAMDEN PPTY TR	P	2022-04-20	2023-11-21
	CAMDEN PPTY TR	P	2022-04-21	2023-11-21
	CAMDEN PPTY TR	P	2022-05-05	2023-11-21
	CAMDEN PPTY TR	P	2022-05-09	2023-11-21
	CAMDEN PPTY TR	P	2022-05-09	2023-12-14
	CAMDEN PPTY TR	P	2022-05-09	2023-12-15
	CAMDEN PPTY TR	P	2022-05-09	2023-12-18
	CAMDEN PPTY TR	P	2022-05-09	2023-12-19
	DIGITAL RLTY TR INC	P	2022-04-18	2023-05-30
	DIGITAL RLTY TR INC	P	2022-04-18	2023-05-31
	DIGITAL RLTY TR INC	P	2022-04-18	2023-06-01
	DIGITAL RLTY TR INC	P	2022-04-18	2023-06-28
	DIGITAL RLTY TR INC	P	2022-04-18	2023-07-07
	DIGITAL RLTY TR INC	P	2022-04-20	2023-07-07
	DIGITAL RLTY TR INC	P	2022-04-20	2023-07-12
	DIGITAL RLTY TR INC	P	2022-05-09	2023-07-12
	DIGITAL RLTY TR INC	P	2022-05-09	2023-07-13
	DIGITAL RLTY TR INC	P	2022-05-09	2023-07-14
	DIGITAL RLTY TR INC	P	2022-05-09	2023-07-18
	DIGITAL RLTY TR INC	P	2022-05-09	2023-07-21
	DIGITAL RLTY TR INC	P	2022-05-09	2023-08-08
	DIGITAL RLTY TR INC	P	2022-06-27	2023-08-08
	ESSEX PPTY TR INC	P	2022-05-09	2023-10-13
	ESSEX PPTY TR INC	P	2022-05-09	2023-10-16
	HOST HOTELS & RESORTS REIT	P	2022-04-18	2023-05-16
	HOST HOTELS & RESORTS REIT	P	2022-04-18	2023-05-16
	HOST HOTELS & RESORTS REIT	P	2022-04-20	2023-05-16
	HOST HOTELS & RESORTS REIT	P	2022-05-09	2023-05-16
	HOST HOTELS & RESORTS REIT	P	2022-05-09	2023-09-15
	INVITATION HOMES INC	P	2022-04-18	2023-05-16
	INVITATION HOMES INC	P	2022-04-18	2023-05-16
	INVITATION HOMES INC	P	2022-04-18	2023-07-26
	JONES LANG LASALLE INC	P	2022-04-18	2023-09-22
	JONES LANG LASALLE INC	P	2022-04-18	2023-09-25
	JONES LANG LASALLE INC	P	2022-04-18	2023-09-26
	JONES LANG LASALLE INC	P	2022-04-18	2023-09-28
	JONES LANG LASALLE INC	P	2022-04-18	2023-09-29
	JONES LANG LASALLE INC	P	2022-04-20	2023-09-29
	JONES LANG LASALLE INC	P	2022-05-09	2023-10-03
	JONES LANG LASALLE INC	P	2022-05-09	2023-10-04
	JONES LANG LASALLE INC	P	2022-05-09	2023-10-05
	JONES LANG LASALLE INC	P	2022-05-09	2023-10-09
	JONES LANG LASALLE INC	P	2022-05-09	2023-10-13
	JONES LANG LASALLE INC	P	2022-05-09	2023-10-16
	JONES LANG LASALLE INC	P	2022-05-09	2023-10-16
	JONES LANG LASALLE INC	P	2022-06-27	2023-10-16
	JONES LANG LASALLE INC	P	2022-06-27	2023-10-17
	JONES LANG LASALLE INC	P	2022-06-27	2023-10-18
	JONES LANG LASALLE INC	P	2022-06-27	2023-10-26
	KIMCO REALTY CORP	P	2022-04-18	2023-08-16
	KIMCO REALTY CORP	P	2022-04-18	2023-08-16
	KIMCO REALTY CORP	P	2022-04-18	2023-08-16
	KIMCO REALTY CORP	P	2022-04-18	2023-09-06
	MID AMERICA APT CMNTYS REIT	P	2022-05-20	2023-11-15
	MID AMERICA APT CMNTYS REIT	P	2022-05-20	2023-11-16
	MID AMERICA APT CMNTYS REIT	P	2022-05-20	2023-11-17
	MID AMERICA APT CMNTYS REIT	P	2022-05-23	2023-11-17
	MID AMERICA APT CMNTYS REIT	P	2022-05-23	2023-11-20
	MID AMERICA APT CMNTYS REIT	P	2022-06-15	2023-11-20
	MID AMERICA APT CMNTYS REIT	P	2022-06-21	2023-11-20
	MID AMERICA APT CMNTYS REIT	P	2022-06-23	2023-11-20
	MID AMERICA APT CMNTYS REIT	P	2022-06-23	2023-11-22
	MID AMERICA APT CMNTYS REIT	P	2022-06-27	2023-11-22
	MID AMERICA APT CMNTYS REIT	P	2022-06-28	2023-11-22
	MID AMERICA APT CMNTYS REIT	P	2022-06-28	2023-11-30
	MID AMERICA APT CMNTYS REIT	P	2022-08-05	2023-11-30
	MID AMERICA APT CMNTYS REIT	P	2022-09-28	2023-11-30
	MID AMERICA APT CMNTYS REIT	P	2022-09-28	2023-12-01
	MID AMERICA APT CMNTYS REIT	P	2022-09-29	2023-12-01
	MID AMERICA APT CMNTYS REIT	P	2022-09-29	2023-12-04
	MID AMERICA APT CMNTYS REIT	P	2022-10-12	2023-12-05
	MID AMERICA APT CMNTYS REIT	P	2022-10-13	2023-12-07
	MID AMERICA APT CMNTYS REIT	P	2022-10-14	2023-12-07
	MID AMERICA APT CMNTYS REIT	P	2022-10-17	2023-12-07
	MID AMERICA APT CMNTYS REIT	P	2022-10-17	2023-12-13
	MID AMERICA APT CMNTYS REIT	P	2022-10-18	2023-12-13
	MID AMERICA APT CMNTYS REIT	P	2022-10-18	2023-12-14
	MID AMERICA APT CMNTYS REIT	P	2022-10-19	2023-12-14
	PUBLIC STORAGE	P	2022-05-09	2023-07-17
	PUBLIC STORAGE	P	2022-05-09	2023-07-21
	PUBLIC STORAGE	P	2022-05-09	2023-08-03
	PUBLIC STORAGE	P	2022-05-09	2023-08-14
	PUBLIC STORAGE	P	2022-05-09	2023-08-16
	PUBLIC STORAGE	P	2022-05-09	2023-08-23
	PUBLIC STORAGE	P	2022-06-27	2023-08-23
	PUBLIC STORAGE	P	2022-06-27	2023-08-24
	PUBLIC STORAGE	P	2022-06-27	2023-09-14
	PUBLIC STORAGE	P	2022-06-27	2023-11-20
	REALTY INCM CRP MD PV	P	2022-04-18	2023-09-06
	SPIRIT REALTY CAPITAL INC	P	2022-04-18	2023-09-22
	SPIRIT REALTY CAPITAL INC	P	2022-04-18	2023-09-26
	SPIRIT REALTY CAPITAL INC	P	2022-04-18	2023-09-29
	SPIRIT REALTY CAPITAL INC	P	2022-04-18	2023-10-04
	SPIRIT REALTY CAPITAL INC	P	2022-04-20	2023-10-04
	SPIRIT REALTY CAPITAL INC	P	2022-05-09	2023-10-04
	SIMON PROPERTY GROUP	P	2022-04-18	2023-09-26
	SIMON PROPERTY GROUP	P	2022-04-18	2023-09-27
	SBA COMMUNICATIONS CORP	P	2022-05-09	2023-06-16
	SBA COMMUNICATIONS CORP	P	2022-05-09	2023-06-20
	SBA COMMUNICATIONS CORP	P	2022-05-09	2023-06-21
	SBA COMMUNICATIONS CORP	P	2022-05-09	2023-06-21
	SBA COMMUNICATIONS CORP	P	2022-05-09	2023-06-21
	SBA COMMUNICATIONS CORP	P	2022-05-09	2023-12-13
	SBA COMMUNICATIONS CORP	P	2022-05-09	2023-12-13
	SBA COMMUNICATIONS CORP	P	2022-05-09	2023-12-14
	SBA COMMUNICATIONS CORP	P	2022-05-09	2023-12-14
	SBA COMMUNICATIONS CORP	P	2022-06-08	2023-12-14
	SBA COMMUNICATIONS CORP	P	2022-06-08	2023-12-14
	WELLTOWER INC	P	2022-04-18	2023-05-02
	WELLTOWER INC	P	2022-04-18	2023-05-03
	WELLTOWER INC	P	2022-04-18	2023-05-11
	WELLTOWER INC	P	2022-04-18	2023-06-15
	WELLTOWER INC	P	2022-04-18	2023-06-16
	WELLTOWER INC	P	2022-04-18	2023-06-20
	WELLTOWER INC	P	2022-04-18	2023-06-20
	WELLTOWER INC	P	2022-04-20	2023-06-20
	WELLTOWER INC	P	2022-05-09	2023-06-20
	UDR INC	P	2022-04-18	2023-06-09
	UDR INC	P	2022-04-18	2023-06-13
	UDR INC	P	2022-04-18	2023-06-14
	UDR INC	P	2022-04-18	2023-06-16
	UDR INC	P	2022-04-18	2023-06-20
	UDR INC	P	2022-04-18	2023-07-07
	UDR INC	P	2022-04-20	2023-07-07
	UDR INC	P	2022-04-20	2023-07-10
	UDR INC	P	2022-05-09	2023-07-10
	UDR INC	P	2022-05-09	2023-11-15
	UDR INC	P	2022-05-09	2023-11-17
	UDR INC	P	2022-05-09	2023-11-20
	CAPITAL GAIN DISTRIBUTION - ML #2209	P		2023-12-31
	CAPITAL GAIN DISTRIBUTION - ML #2210	P		2023-12-31
	KIMCO REALTY CORP	P		2023-12-31
	KIMCO REALTY CORP	P		2023-12-31
	ADJUSTMENT TO TIE TO ACTUAL	P		2023-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	125,231	153,106	-27,875
b	106,681	100,402	6,279
c	44,450	44,733	-283
d	92,061	101,972	-9,911
e	47,818	52,023	-4,205
	50,310	46,197	4,113
	154,091	142,393	11,698
	50,973	52,336	-1,363
	98,771	102,580	-3,809
	52,557	58,754	-6,197
	60,114	64,930	-4,816
	37,764	40,882	-3,118
	52,468	63,172	-10,704
	83,699	72,054	11,645
	50,687	42,866	7,821
	99,518	95,496	4,022
	93,071	101,537	-8,466
	44,130	48,967	-4,837
	21,961	25,432	-3,471
	115,515	103,515	12,000
	33,389	26,400	6,989
	114,590	103,516	11,074
	129,022	100,376	28,646
	166,742	220,571	-53,829
	49,514	50,664	-1,150
	102,652	104,512	-1,860
	56,410	56,396	14
	45,692	46,900	-1,208
	108,616	100,703	7,913
	27,658	28,211	-553
	111,737	103,799	7,938
	132,841	152,178	-19,337
	13,947	13,002	945
	44,531	41,168	3,363
	9,053	8,537	516
	1,848	1,759	89
	47,744	45,294	2,450
	2,404	1,880	524
	61,202	47,947	13,255
	20,263	15,339	4,924
	52,294	35,475	16,819
	46,336	31,470	14,866
	3,300	2,160	1,140
	4,142	2,679	1,463
	14,311	5,273	9,038
	4,017	2,279	1,738
	753	429	324
	3,766	2,104	1,662
	47,942	18,594	29,348
	114,587	99,208	15,379
	95,523	94,102	1,421
	7,557	7,229	328
	95,348	98,153	-2,805
	49,642	45,263	4,379
	2,696	2,427	269
	60,265	54,769	5,496
	30,229	26,858	3,371
	3,385	3,189	196
	69,320	70,696	-1,376
	76,767	75,214	1,553
	22,033	20,564	1,469
	37,679	37,503	176
	84,858	82,754	2,104
	89,629	59,120	30,509
	56,697	40,232	16,465
	160,149	235,266	-75,117
	77,148	74,232	2,916
	15,127	14,556	571
	2,773	2,678	95
	15,883	18,206	-2,323
	19,035	29,026	-9,991
	19,346	7,907	11,439
	1,707	698	1,009
	84,415	99,614	-15,199
	54,358	63,201	-8,843
	50,624	62,991	-12,367
	1,742	592	1,150
	845	287	558
	1,639	557	1,082
	538	183	355
	999	423	576
	83	26	57
	1,062	1,062	0
	425	467	-42
	1,723	1,869	-146
	1,778	1,869	-91
	1,765	1,869	-104
	908	934	-26
	225	281	-56
	901	1,140	-239
	676	849	-173
	676	701	-25
	1,349	1,402	-53
	1,325	1,402	-77
	1,398	1,398	0
	1,165	1,165	0
	875	875	0
	437	467	-30
	1,099	1,168	-69
	1,308	1,402	-94
	2,204	2,569	-365
	1,016	895	121
	1,051	927	124
	919	936	-17
	435	435	0
	145	145	0
	145	145	0
	586	586	0
	876	876	0
	151	151	0
	605	679	-74
	464	464	0
	155	155	0
	155	155	0
	452	452	0
	151	151	0
	151	151	0
	456	456	0
	152	152	0
	304	304	0
	453	453	0
	302	302	0
	151	151	0
	893	893	0
	54	54	0
	703	786	-83
	1,145	1,359	-214
	822	1,000	-178
	50	61	-11
	2,193	2,658	-465
	3,489	3,703	-214
	1,489	1,489	0
	908	973	-65
	1,721	1,751	-30
	1,334	1,130	204
	61	51	10
	554	455	99
	422	354	68
	542	471	71
	1,000	1,392	-392
	755	755	0
	734	734	0
	801	916	-115
	1,458	1,654	-196
	998	720	278
	340	258	82
	259	422	-163
	393	634	-241
	79	124	-45
	439	737	-298
	148	224	-76
	454	700	-246
	93	92	1
	2,038	2,874	-836
	1,694	2,464	-770
	1,551	2,053	-502
	4,050	5,338	-1,288
	1,527	2,053	-526
	916	1,261	-345
	305	412	-107
	1,535	2,062	-527
	307	420	-113
	1,493	2,100	-607
	299	318	-19
	1,739	1,907	-168
	1,429	1,589	-160
	1,730	1,907	-177
	1,432	1,589	-157
	1,743	1,907	-164
	1,756	1,907	-151
	1,426	1,589	-163
	1,714	1,907	-193
	746	1,050	-304
	542	747	-205
	282	410	-128
	790	1,010	-220
	601	757	-156
	236	277	-41
	551	637	-86
	431	479	-48
	505	570	-65
	762	855	-93
	508	571	-63
	760	857	-97
	760	872	-112
	2,027	2,593	-566
	3,778	4,993	-1,215
	766	1,078	-312
	969	1,386	-417
	513	719	-206
	110	160	-50
	220	257	-37
	1,200	1,457	-257
	896	880	16
	743	715	28
	681	660	21
	1,299	1,264	35
	1,551	2,071	-520
	765	766	-1
	843	854	-11
	1,889	1,831	58
	1,792	1,709	83
	370	366	4
	2,219	2,197	22
	611	732	-121
	899	1,099	-200
	1,679	1,953	-274
	408	540	-132
	715	756	-41
	588	668	-80
	322	520	-198
	8	12	-4
	509	636	-127
	528	626	-98
	479	437	42
	269	483	-214
	1,500	2,739	-1,239
	1,232	2,256	-1,024
	706	1,289	-583
	88	167	-79
	176	341	-165
	265	449	-184
	88	143	-55
	813	1,146	-333
	98	143	-45
	1,391	2,006	-615
	887	1,290	-403
	2,958	4,173	-1,215
	1,112	1,583	-471
	1,475	2,015	-540
	983	1,295	-312
	1,713	2,158	-445
	114	151	-37
	236	303	-67
	354	405	-51
	1,648	1,892	-244
	590	676	-86
	1,752	2,027	-275
	2,040	2,298	-258
	4,393	5,001	-608
	356	415	-59
	1,315	1,315	0
	1,095	1,503	-408
	1,406	1,526	-120
	1,766	2,003	-237
	189	229	-40
	4,098	4,590	-492
	795	922	-127
	703	703	0
	1,673	2,085	-412
	1,775	2,085	-310
	718	1,123	-405
	861	1,348	-487
	705	1,123	-418
	835	1,348	-513
	706	1,123	-417
	141	235	-94
	675	980	-305
	654	980	-326
	939	1,372	-433
	535	784	-249
	786	1,176	-390
	133	196	-63
	530	784	-254
	133	178	-45
	670	890	-220
	779	1,068	-289
	375	534	-159
	505	662	-157
	660	838	-178
	78	98	-20
	349	468	-119
	247	348	-101
	734	1,045	-311
	485	696	-211
	364	532	-168
	122	177	-55
	486	637	-151
	486	662	-176
	243	339	-96
	245	339	-94
	858	1,231	-373
	368	527	-159
	248	352	-104
	619	889	-270
	371	465	-94
	383	465	-82
	1,788	2,170	-382
	633	775	-142
	758	872	-114
	634	712	-78
	634	726	-92
	127	148	-21
	514	591	-77
	257	304	-47
	416	457	-41
	416	446	-30
	1,507	1,589	-82
	1,166	1,271	-105
	2,293	2,542	-249
	1,417	1,589	-172
	1,682	1,907	-225
	829	953	-124
	553	631	-78
	1,663	1,894	-231
	1,377	1,578	-201
	1,545	1,894	-349
	1,698	2,259	-561
	909	1,173	-264
	848	1,128	-280
	838	1,123	-285
	197	270	-73
	99	140	-41
	658	788	-130
	984	1,147	-163
	869	1,019	-150
	1,384	1,384	0
	903	903	0
	222	222	0
	222	222	0
	887	887	0
	242	327	-85
	1,210	1,648	-438
	252	331	-79
	757	982	-225
	1,010	1,319	-309
	252	332	-80
	1,153	1,440	-287
	925	1,152	-227
	1,822	2,209	-387
	562	671	-109
	1,707	2,013	-306
	316	412	-96
	632	767	-135
	395	486	-91
	158	175	-17
	849	1,146	-297
	594	803	-209
	1,545	2,064	-519
	694	917	-223
	1,161	1,548	-387
	1,276	1,720	-444
	128	177	-49
	171	235	-64
	85	96	-11
	737	737	0
	720	720	0
	722	722	0
	3,643		3,643
	26,806		26,806
	236		236
	307		307
	879		879

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			-27,875
b			6,279
c			-283
d			-9,911
e			-4,205
			4,113
			11,698
			-1,363
			-3,809
			-6,197
			-4,816
			-3,118
			-10,704
			11,645
			7,821
			4,022
			-8,466
			-4,837
			-3,471
			12,000
			6,989
			11,074
			28,646
			-53,829
			-1,150
			-1,860
			14
			-1,208
			7,913
			-553
			7,938
			-19,337
			945
			3,363
			516
			89
			2,450
			524
			13,255
			4,924
			16,819
			14,866
			1,140
			1,463
			9,038
			1,738
			324
			1,662
			29,348
			15,379
			1,421
			328
			-2,805
			4,379
			269
			5,496
			3,371
			196
			-1,376
			1,553
			1,469
			176
			2,104
			30,509
			16,465
			-75,117
			2,916
			571
			95
			-2,323
			-9,991
			11,439
			1,009
			-15,199
			-8,843
			-12,367
			1,150
			558
			1,082
			355
			576
			57
			0
			-42
			-146
			-91
			-104
			-26
			-56
			-239
			-173
			-25
			-53
			-77
			0
			0
			0
			-30
			-69
			-94
			-365
			121
			124
			-17
			0
			0
			0
			0
			0
			0
			-74
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			-83
			-214
			-178
			-11
			-465
			-214
			0
			-65
			-30
			204
			10
			99
			68
			71
			-392
			0
			0
			-115
			-196
			278
			82
			-163
			-241
			-45
			-298
			-76
			-246
			1
			-836
			-770
			-502
			-1,288
			-526
			-345
			-107
			-527
			-113
			-607
			-19
			-168
			-160
			-177
			-157
			-164
			-151
			-163
			-193
			-304
			-205
			-128
			-220
			-156
			-41
			-86
			-48
			-65
			-93
			-63
			-97
			-112
			-566
			-1,215
			-312
			-417
			-206
			-50
			-37
			-257
			16
			28
			21
			35
			-520
			-1
			-11
			58
			83
			4
			22
			-121
			-200
			-274
			-132
			-41
			-80
			-198
			-4
			-127
			-98
			42
			-214
			-1,239
			-1,024
			-583
			-79
			-165
			-184
			-55
			-333
			-45
			-615
			-403
			-1,215
			-471
			-540
			-312
			-445
			-37
			-67
			-51
			-244
			-86
			-275
			-258
			-608
			-59
			0
			-408
			-120
			-237
			-40
			-492
			-127
			0
			-412
			-310
			-405
			-487
			-418
			-513
			-417
			-94
			-305
			-326
			-433
			-249
			-390
			-63
			-254
			-45
			-220
			-289
			-159
			-157
			-178
			-20
			-119
			-101
			-311
			-211
			-168
			-55
			-151
			-176
			-96
			-94
			-373
			-159
			-104
			-270
			-94
			-82
			-382
			-142
			-114
			-78
			-92
			-21
			-77
			-47
			-41
			-30
			-82
			-105
			-249
			-172
			-225
			-124
			-78
			-231
			-201
			-349
			-561
			-264
			-280
			-285
			-73
			-41
			-130
			-163
			-150
			0
			0
			0
			0
			0
			-85
			-438
			-79
			-225
			-309
			-80
			-287
			-227
			-387
			-109
			-306
			-96
			-135
			-91
			-17
			-297
			-209
			-519
			-223
			-387
			-444
			-49
			-64
			-11
			0
			0
			0
			3,643
			26,806
			236
			307
			879

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	15,993
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	7,164
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	7,164
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	7,164
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	17,581
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	17,581
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	10,417
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax10,417	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

F FOX BENTON III Telephone no. right arrow

(713) 680-8280

Located at right arrow

8818 STABLE CREST BLVDHOUSTONTX ZIP+4 right arrow

77024

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
F FOX BENTON III	PRESIDENT 0.00	0	0	0
8818 STABLE CREST BLVD HOUSTON,TX77024	PRESIDENT 0.00	0	0	0
LUCIA T BENTON	VICE-PRESIDENT 0.00	0	0	0
3 WAVERLY COURT HOUSTON,TX77005	VICE-PRESIDENT 0.00	0	0	0
LIZINKA C BENTON-RZEZNIK	VICE-PRESIDENT 0.00	0	0	0
12 POND VIEW LANE STAMFORD,CT06903	VICE-PRESIDENT 0.00	0	0	0
MONICA BENTON	SECRETARY 0.00	0	0	0
8818 STABLE CREST BLVD HOUSTON,TX77024	SECRETARY 0.00	0	0	0

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...................				0

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 arrow

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 (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

18,039,141

Average of monthly cash balances.......................

2,024,317

Fair market value of all other assets (see instructions)................

36,000

Total (add lines 1a, b, and c).........................

20,099,458

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

20,099,458

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

301,492

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

19,797,966

Minimum investment return. Enter 5% (0.05) of line 5................

989,898

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.)

Minimum investment return from Part IX, line 6..................

989,898

Tax on investment income for 2022 from Part V, line 5.......

7,164

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

7,164

Distributable amount before adjustments. Subtract line 2c from line 1............

982,734

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

982,734

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

982,734

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

990,000

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

990,000

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				982,734
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......			981,149
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: $ 990,000
a Applied to 2022, but not more than line 2a			981,149
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.....				8,851
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 ..........				973,883
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

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 (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
GRUMMAN HILL MONTESSORI 34 WHIPPLE RD WILTON,CT06897	NONE	501(C)(3)	CHARITABLE	70,000
HOUSTON MUSEUM OF NATURAL SCIENCE 5555 HERMANN PARK DR HOUSTON,TX77030	NONE	501(C)(3)	CHARITABLE	660,000
THE CENTER FOR STUDY OF CLASSICAL ARCHITECTURE 20 WEST 44TH STREET SUITE 310 NEW YORK,NY10036	NONE	501(C)(3)	CHARITABLE	260,000
Total ................................. 3a				990,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	92,306
4 Dividends and interest from securities ....			14	503,587
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 .....			14	159
8 Gain or (loss) from sales of assets other than inventory ............			18	15,993
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		612,045	0

13Total. Add line 12, columns (b), (d), and (e)..................

612,045

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

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Form 990PF - Special Condition Description:

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