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
Beneventures Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

26-3881255
B Telephone number (see instructions)

(800) 839-1754
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$4,684,045J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,513 2,513  
4 Dividends and interest from securities... 70,751 70,751  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 944
b Gross sales price for all assets on line 6a 3,097,030
7 Capital gain net income (from Part IV, line 2)... 944
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)....... Click to see attachment
List of Attached Documents:
// Content
23 23  
12 Total. Add lines 1 through 11........ 74,231 74,231  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
33,241 33,241    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
870 370    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,598 2,173   21,425
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 57,709 35,784   21,425
25 Contributions, gifts, grants paid....... 225,000 225,000
26 Total expenses and disbursements. Add lines 24 and 25 282,709 35,784   246,425
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -208,478
b Net investment income (if negative, enter -0-) 38,447
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......... 109,828 44,540 44,540
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) 509,195 Click to see attachment
List of Attached Documents:
// Content
542,671 		532,168
b Investments—corporate stock (attach schedule)....... 3,456,320 Click to see attachment
List of Attached Documents:
// Content
3,231,874 		3,477,067
c Investments—corporate bonds (attach schedule)....... 399,018 Click to see attachment
List of Attached Documents:
// Content
377,974 		347,111
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).......... 149,572 Click to see attachment
List of Attached Documents:
// Content
218,396 		283,159
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) 4,623,933 4,415,455 4,684,045
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,623,933 4,415,455
29 Total net assets or fund balances (see instructions)..... 4,623,933 4,415,455
30 Total liabilities and net assets/fund balances (see instructions). 4,623,933 4,415,455
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
4,623,933
2
Enter amount from Part I, line 27a .....................
2
-208,478
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,415,455
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,415,455
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      
b
c
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 3,097,030   3,096,086 944
b
c
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       944
b
c
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 2 944
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) 1 534
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  
3 Add lines 1 and 2........................... 3 534
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 534
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 954
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 954
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 420
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow420 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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)
 
No
(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
 
 
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
Brian Kariger Pres, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Tania Russell Dir, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Dallas Swendeman Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
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)
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
4,323,080
b
Average of monthly cash balances.......................
1b
177,333
c
Fair market value of all other assets (see instructions)................
1c
283,159
d
Total (add lines 1a, b, and c).........................
1d
4,783,572
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,783,572
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
71,754
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,711,818
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
235,591
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
235,591
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
534
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
534
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
235,057
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
235,057
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
235,057
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
246,425
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
246,425
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 7 235,057
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 224,931
b Total for prior years:2021, 2020, 2019  
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 ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 246,425
a Applied to 2022, but not more than line 2a 224,931
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 21,494
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(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 .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		213,563
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
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.... 0
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).)
BRIAN KARIGER
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 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)
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

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 75,000

NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC

40 RECTOR ST 5TH FL
NEW YORK,NY10006 		N/A PC General & Unrestricted 75,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		N/A PC General & Unrestricted 75,000
Total .................................right arrow 3a 225,000
bApproved for future payment
Total ................................. right arrow 3b  
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 2,513  
4 Dividends and interest from securities ....     14 70,751  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 944  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 23  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   74,231  
13Total. Add line 12, columns (b), (d), and (e)..................
13
74,231
(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

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

TY 2023 DepreciationSchedule
Name:
Beneventures Foundation Inc
EIN:
26-3881255
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
Beneventures Foundation Inc
EIN:
26-3881255
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 3.200% - 11/21/20 10,699 9,360
ALEXANDRIA REAL ESTATE - 4.900 6,289 5,014
AMERICAN ELEC PWR INC - 1.000% 15,066 13,926
AMERICAN EXPRESS CO - 2.500% - 10,096 9,822
AMERICAN TOWER CORP - 3.125% - 5,344 4,729
AMGEN INC NOTE - 5.150% - 03/0 10,007 10,231
ANTHEM INC NOTE - 3.650% - 12/ 16,861 14,529
AON CORP - 2.800% - 05/15/2030 9,555 8,883
ASTRAZENECA FINANCE LLC NOTE - 5,090 5,102
BK OF AMERICA CORP MTN CALL MA 20,234 16,389
BOSTON PPTYS LTD PARTNERSHIP N 5,440 4,640
CARRIER GLOBAL CORP - 2.242% - 5,111 4,846
CITIGROUP INC - 2.572% - 06/03 20,611 17,109
CNH INDL CAP - 1.450% - 07/15/ 9,006 9,175
COMCAST CORP - 3.150% - 03/01/ 9,971 9,711
DISNEY WALT CO - 2.000% - 09/0 19,557 17,752
DTE ELECTRIC CO - 3.375% - 05/ 15,484 14,737
EQUINIX INC NOTE CALL MAKE WHO 5,197 4,598
EVERSOURCE ENERGY - 1.650% - 0 13,965 12,186
FIFTH THIRD BANCORP NOTE CALL 10,066 10,381
FORD - 2.415% - 06/01/2050 5,000 3,306
GENERAL MLS INC - 4.200% - 04/ 10,510 9,849
JPMORGAN CHASE &CO - 3.702% - 15,483 14,116
LINCOLN NATL CORP - 3.050% - 0 5,404 4,423
MARSH AND MCLENNAN COMPANIES I 4,874 4,907
MORGAN STANLEY SER I MTN - 6.3 10,590 10,802
NEXTERA ENERGY CAP HLDGS INC B 9,538 9,201
PNC FINL SVCS GROUP INC NOTE - 9,990 9,996
PROLOGIS LP - 1.250% - 10/15/2 9,173 8,094
SEMPRA ENERGY NOTE 3.4% 02/01/ 10,510 9,539
SIMON PPTY GROUP LP - 3.375% - 10,519 9,845
STATE STR CORP NOTE - 2.354% - 10,140 9,749
TORONTO DOMINION BANK - 3.250% 16,160 14,934
VERIZON - 1.500% - 09/18/2030 11,987 9,902
WASTE MGMT INC - 4.875% - 02/1 14,447 15,328

TY 2023 InvestmentsCorpStockSchedule
Name:
Beneventures Foundation Inc
EIN:
26-3881255
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 10,088 12,020
A P MOLLAR MAERSK A 869 714
ABB LTD 7,050 7,708
ABERCROMBIE & FITCH 1,547 1,500
ACCENTURE PLC 13,720 15,089
ACCOR SA 7 8
ACI WORLDWIDE INC 1,135 1,010
ACUITY BRANDS INC 6,603 7,374
ADECCO S.A. UNSP/ADR 801 741
ADIDAS AG 162 203
ADOBE SYSTEMS, INC 9,223 13,722
ADVANCED DRAINAGE SYSTEMS INC 4,755 5,344
ADVANCED MICRO DEVICES INC 9,722 10,466
ADVANTEST CORP - ADR 643 675
ADYEN N.V. 2,408 1,571
AECOM TECHNOLOGY CORPORATION 5,245 5,269
AENA SME S.A. ADR 13,622 14,152
AEON CO LTD ADR OTC 706 817
AGNICO EAGLE MINES LTD 10,055 10,257
AIA GROUP LTD ADR 15,522 13,036
AIR PRODS & CHEM INC 299 274
AKAMAI TECH COM STK 4,314 4,261
ALASKA AIR GROUP INC 53 39
ALBANY INTERNATIONAL CORP 256 295
ALEXANDRIA REAL ESTATE EQUITIE 1,539 1,521
ALFA LAVAL AB 684 760
ALIBABA GROUP HOLDING LTD 11,158 11,704
ALLIANZ SE 9,572 9,769
ALPHABET INC CL A 16,476 32,408
ALPHABET INC CL C 9,409 9,442
ALSTOM 8,046 7,731
AMADEUS IT HLDS SA 14,232 14,560
AMALGAMATED BK NY 2,140 3,368
AMAZON COM 24,294 33,578
AMBEV SA 1,453 1,389
AMERICAN EXPRESS CO 8,147 11,053
AMERICAN TOWER REIT INC 829 864
AMERICAN WATER WORKS COMPANY I 1,080 1,320
AMERISAFE INC 51 47
AMN HEALTHCARE SERVICES INC 1,908 1,722
ANHEUSER BUSCH COS INC 1,332 1,357
ANLGO AMERICAN PLATINUM 4,041 4,334
ANZ GROUP HOLDINGS LIMITED ADS 20,368 20,416
APPLE INC 68,080 89,911
APTAR GROUP INC 125 124
ARRAY BIOPHARMA INC 2,030 2,016
ASEPN AEROGELS INC 1,480 1,688
ASML HOLDING NV NY REG SHS 15,230 24,221
ASPEN TECHNOLOGY INC COM 1,504 1,541
ASSICURAZIONI GENERALI 594 846
ASSOCIATED BANC-CORP 1,498 1,497
ASXFY 880 729
AT&T, INC 8,359 8,507
ATMUS FILTRATION TECHNOLOGIES 20 23
AUTO TRADER GROUP UNSP ADR EA 2 2
AUTODESK, INC 2,720 3,409
AUTOMATIC DATA PROCESSING INC 7,470 7,455
AVALONBAY CMNTYS INC 9,562 9,548
AVERY DENNISON CORP 1,413 1,415
AXA ADS 5,979 6,276
AXON ENTERPRISE 1,524 1,550
AZENTA INC 1,528 1,563
BADGER METER, INC 11,088 12,350
BANCO BRADESCO S.A. SPONS ADR 3,364 3,322
BANCO SANTANDER CHIL ADR 3,882 3,917
BANCOLOMBIA SA 8,157 8,554
BANK NEW YORK MELLON CORP COM 14,794 14,990
BANK OF AMERICA CORP 8,095 7,407
BANK OF MONTREAL 10,999 11,378
BANK OF NOVA SCOTIA 31,797 32,719
BANK OZK 218 299
BARRATT DEVEL 790 791
BAYERISCHE MOTOREN WERKE AG AD 9,352 9,603
BCE INC 16,845 17,130
BEAZER HOMES USA INC 4,387 4,426
BLACKLINE INC 56 62
BNP PARIBAS SPONS ADR 1,554 1,529
BOC HK HLDGS LTD S/ADR 863 651
BOLIDEN AB 6,114 5,882
BOSTON PPTYS INC 3,219 3,158
BOUYGUES SA UNSP 613 683
BRAMBLES LTD UNSP AD 9,010 10,278
BRENNTAG AG UNSP ADR 748 806
BRIDGESTONE CORP UNSP ADR 38 41
BRIGHT HORIZONS FAMILY SOLUTIO 92 94
BROADCOM INC 10,049 10,046
BROWN FORMAN CORP CL B 7,219 7,195
BRUKER CORPORATION 3,149 3,160
BUNGE GLOBAL SA 7,466 7,369
BWX TECHNOLOGIES INC 2,292 2,302
CADENCE DESIGN SYSTEMS INC 1,336 2,451
CALIFORNIA WATER SVC 1,748 1,660
CALRSBERG AS SP ADR REP B 104 100
CANADIAN NATL RAILWAY CO 1,419 1,508
CAP GEMINI SA UNSP/ADR 934 1,088
CARREFOUR S.A 733 739
CARRIER GLOBAL 5,665 5,745
CATERPILLAR INC 1,464 1,478
CBOE HOLDINGS INC 1,410 1,428
CBRE GROUP 7,306 7,540
CCM COMMUNITY IMPACT BOND FUND 514,658 456,340
CELLNEX TELECOM ADR 2,047 1,414
CENCORA INC 8,435 8,626
CENTENE CORP 3,267 3,339
CENTRAL JAPAN RY CO ADR 14,073 14,599
CHART INDUSTRIES, INC 1,430 1,091
CHECK POINT SOFTWARE TECHNOLOG 578 764
CHEMED CORP 522 585
CHINA MERCHANTS BANK 2,149 2,328
CHIPOTLE MEX GRILL 2,056 2,287
CIGNA CORPORATION 21,661 21,860
CISCO SYSTEMS INC 19,485 19,703
CME GROUP, INC 2,108 2,106
CNH INDUSTRIAL NV 6,057 6,297
COCA COLA EUROPEAN PARTNERS PL 9,233 9,677
COCA COLA HBC AG 676 710
COGNIZANT TECHNOLOGY SOLUTIONS 3,951 4,003
COHEN & STEERS INC 62 76
COMMERCE BANCSHARES, INC 6,075 5,768
COMMONWEALTH BK AUS-SP ADR 29,675 30,400
COMPAGNIE DE SAINT G 80 103
COMPANHIA PARANAENSE DE ENERGI 1,450 1,230
COMPASS GROUP PLC ADR 17,736 18,605
CONTL AG SPONS ADR 15 17
COUSINS PROPERTIES INC 1,756 1,096
CREDICORP LTD 1,530 1,499
CRH PLC - AMERICAN DEPOSITARY 170 207
CRYOPORT INC 1,459 1,425
CVS CAREMARK CORP 3,999 4,106
DAIKIN INDS LTD ADR 2,936 2,717
DAITO TRUST CONST SPON ADR 58 58
DAIWA HOUSE IND LTD 19,184 20,201
DANSKE BANK A S SPON 650 866
DARLING INGREDIENTS INC 6,906 6,728
DASSAULT SYS SA SPN ADR 5,418 5,539
DEERE CO 1,152 1,200
DELL TECHNOLOGIES INC CLASS C 7,527 7,880
DEUTSCHE BOERSE ADR 2,823 3,267
DEUTSCHE POST AG 1,369 1,288
DEUTSCHE TELE AG ADS 9,596 12,210
DIAGEO PLC ADS 26,778 26,801
DIGITAL RLTY TR INC 4,148 4,172
DISCO CORPORATION 785 989
DNB BANK ASA 16,604 17,450
DOORDASH ORD SHS CLASS A 1,600 1,582
DORMAN PRODUCTS INC 78 83
DSV UNSP ADR EACH REPR 0.5 ORD 3,192 3,161
E.L.F. BEAUTY, INC. 2,467 2,454
E.ON AG SPON ADR REP 1/3 ORD N 6,820 6,967
EAST JAPAN RAILWAY C 13,502 14,139
EASTGROUP PROPERTIES INC 167 184
EBAY INC 2,719 2,748
EDENRED SA 1,551 1,515
EDISON INTL 11,018 12,797
EMPIRE STATE REALTY TRUST 6,868 6,725
ENN ENERGY HOLDINGS LIMITED 5,222 5,707
ENPHASE ENERGY ORD SHS 4,965 5,021
EPIROC AB 834 823
ERICSSON L M TEL CO 478 542
ERSTE BK DER OEST SP 17 20
ESSILOR INTL ADR 5,594 6,130
EVERSOURCE ENERGYINC 1,470 1,481
EXPERIAN GROUP LTD S/ADR 1,004 1,141
FANUC LIMITED UNSPONSORED 14 15
FEDERAL REALTY INVESTMENT TRUS 89 103
FERRARI NV 641 1,015
FIRST SOLAR INC 5,895 6,891
FISERV INC 2,807 2,790
FORTESCUE METALS G ADR EA REPR 10,004 10,869
FORTUNE BRANDS INNOVATIONS INC 74 76
FRANKLIN ELECTRIC CO., INC 3,157 3,286
FTI CONSULTING INC 1,391 1,394
FUJITSU LTD ADR OTC 11,986 12,583
GALLAGHER ARTHUR J & CO 236 225
GAP INC 1,446 1,443
GARTNER INC 3,746 4,962
GDS HOLDINGS LTD 1,440 1,569
GEBERIT AG ADR 972 963
GEN DIGITAL ORD SHS 4,455 4,427
GIBRALTAR INDS INC 1,525 1,501
GRAINGER W W INC 2,649 4,972
GRANITE CONSTRUC INC 1,968 1,984
GRUPO AEROPORTUARIO 3,546 3,531
HANG SENG BANK LTD S/ADR 4,175 4,434
HANNON ARMSTRONG SUST INFRAST 768 883
HANNOVER RUCKVISCG SP/ADR 567 717
HARLEY DAVIDSON INC 67 74
HARTFORD FINANCIALSERVICES GRO 12,497 12,539
HASBRO INC 1,466 1,481
HEALTHEQUITY INC 822 729
HEINEKEN HLDG N V 39 43
HEINEKEN N V S ADR 43 51
HENDERSON GROUP PLC 25 30
HENDERSON LAND DEV COMP LTD AD 2,286 2,426
HEWLETT PACKARD ENTERPRISE CO 2,475 2,496
HEXCEL CP DELAWARE 61 74
HOLCIM LTD SPON ADS 39 47
HOME DEPOT INC 6,572 7,971
HONDA MOTOR CO LTD 1,036 1,113
HOWMET AEROSPACE ORD SHS 1,492 1,515
HP INC 8,556 8,576
HSBC HOLDINGS PLC 16,260 17,432
HUDBAY MINERALS INC 1,484 1,490
HURON CONSULTING GROUP INC 1,512 1,542
ICF INTERNATIONAL, INC 3,654 3,620
IDEXX CORP 3,249 4,995
ILLINOIS TOOL WORKS 6,959 10,216
ILLUMINA INC COM 8,926 8,911
INARI MEDICAL INC 1,461 1,493
INDUSTRIA DE DISENO 6,962 9,128
INDUSTRIAL & COM UNSP/ADR 12,101 12,792
INFINEON TECH ADS 715 1,130
INFORMA PLC SPONSORED ADR 623 782
INFOSYS TECH LTD SPD ADR 18,598 18,472
INNOSPEC INC 4,833 4,806
INSPERITY INC 96 117
INSPIRE MEDICAL SYSTEMS 1,520 1,627
INSTALLED BUILDING PRODUCTS IN 1,661 2,377
INSULET CORPORATION 4,013 4,123
INSURANCE AUSRLA UNSP/ADR 555 683
INTEL CORP 11,627 17,688
INTERNATIONAL BUSINESS MACHINE 23,430 26,495
INTERPUBLIC GROUP OF COS 1,501 1,501
INTESA SANPAOLO SPA 1,647 1,842
INTUIT 5,882 9,375
IRON MOUNTAIN 1,909 2,449
ISRAEL CHEMICALS LTD 5,066 5,105
J & J SNACK FOODS CORP 164 167
JAPAN EXCHANGE GROUP INC 9 11
JD.COM, INC 6,020 6,529
JOHNSON CONTROLS INTERNATIONAL 5,514 5,764
JP MORGAN CHASE 8,261 9,866
JULIUS BAER GROUP LTD 130 123
JUNIPER NETWORKS 1,489 1,503
KB HOME 6,391 6,996
KBC GROUP SA UNSP ADR 2,446 2,533
KDDI CP UNSP ADR 1,196 1,181
KEURIG DR PEPPER INC 13,150 13,495
KEYCORP CAPITAL B 8.25% CORP B 66 91
KEYSIGHT TECHNOLOGIES INC 5,674 5,727
KINGFISHER PLC 639 669
KNORR BREMSE ADR 655 618
KOMATSU LTD 14,894 14,797
KONE OYJ ADR B SHS 2,629 2,771
KONINKLIJKE AHOLD DELHAIZE NV 9,509 9,500
KOOKMIN BANK 12,672 13,032
KROGER CO 12,470 12,616
KUBOTA CORPORATION 8,706 8,611
KUENE & NAGEL INTL AG ADR 167 207
LAIDLAW INTL 5,199 5,802
LAM RESEARCH CORP 4,210 6,266
LANDSTAR SYSTEM 147 194
LEGAL & GENERAL GROUP 1,080 916
LEGRAND INC 1,514 1,622
LENOVO GROUP LTD ADR 8,347 8,922
LLOYDS BANKING GROUP PLC 1,116 1,128
LOGITECH INTERNATIONAL 2,356 2,472
LONDON STK EXCHANGE GROUP 5,017 5,665
LOWES COMPANIES INC 1,558 1,558
LPL FINANCIAL HOLDINGS INC 2,986 4,097
LYNAS RARE EARTHS 1,518 1,589
M3 INC 26 25
MARSH AND MCLENNAN COMPANIES I 7,553 10,421
MASTERCARD INC 22,918 23,458
MCCORMICK & CO 3,384 2,874
MCDONALD'S CORP 6,362 6,523
MCKESSON CORP 13,743 15,741
MERCEDES-BENZ GROUP 5,671 5,724
MERITAGE CORPORATION 8,894 9,755
MESA LABORATORIES 1,450 1,467
META PLATFORMS INC 11,788 25,131
METTLER-TOLEDO INTL 9,611 9,704
MICHELIN CIE GEN UNSP/ADR 68 90
MICROSOFT CORP 73,998 105,666
MIDDLEBY CORPORATION 145 147
MIDDLESEX WATER COMPANY 2,451 2,297
MITSUBISHI ESTATE CO ADR 9,439 9,330
MITSUI FUDOSAN CO 720 878
MIZUHO FINANCIAL GRO 2,507 2,652
MOLSON COOR BREW CO CL B 1,781 1,775
MOODYS CORP 15,426 15,622
MOTOROLA SOLUTIONS INC 4,754 11,584
MOWI ASA SPONSORED ADR 2,207 2,162
MS&AD INS GROUP ADR 605 802
MUENCHENER RUECKVERS 13,886 14,385
MURATA MFG INC UNSP/ADR 38 42
NASDAQ OMX GROUP 4,893 5,116
NASPERS LTD N SPONS ADR 1,786 1,689
NATIONAL AUSTRALIA BK LTD 1,517 1,469
NATURA & CO HOLDING AMERICAN D 1,480 1,498
NATWEST GROUP ADR REPRESENTING 788 743
NEOGAMES S A ORD SHS 1,503 1,517
NETAPP, INC 4,035 3,967
NETEASE.COM INC COM STK 7,596 6,894
NETFLIX INC 1,339 2,434
NEWMONT GOLDCORP CORPORATION 2,805 2,856
NICE SYSTEMS LTD 1,730 1,197
NINTENDO CO LTD ADR UNSPON 2,929 3,001
NIO INC 1,377 1,542
NIPPON YUSEN KABUSHIKI KAISHA 16 19
NOMURA HOLDINGS ADR 3,796 3,856
NOMURA RESEARCH INST LTD 679 756
NORDEA BANK ABP 291 384
NORSK HYDRO ASA 2,649 2,752
NOTORI HOLDINGS 249 281
NTT DATA CORP LTD 639 680
NVIDIA CORP 16,405 42,093
OMNICELL, INC 2,181 1,204
OMNICOM GROUP 8,805 8,824
OMRON CORP S/ADR 3,828 4,044
ONE GAS INC 74 64
OPEN TEXT CORP 221 252
OPTION CARE HEALTH INC 33 34
ORACLE CORP 3,672 6,326
ORANGE 3,207 3,132
ORIENTAL LAND ADR 1,029 1,152
ORIX CORP ADS 688 747
ORKLA ASA SPON ADR 12,785 13,055
ORMAT TECHNOLOGIES 12,538 12,581
ORSTED A S 9,854 9,289
OWENS CORNING 1,483 1,482
PALO ALTO NETWORKS INC 950 1,769
PAN AMERICAN SILVER CORP 915 702
PAN PAC INTL HLDGS UNSPONSORED 613 736
PANASONIC CORP 7,697 7,695
PANDORA A S SPON ADREACH REP 0 436 761
PARAMOUNT GROUP INC COM 5,435 5,248
PATTERSON COMPANIES INC COM 830 797
PAYPAL HOLDINGS, INC 1,493 1,290
PEARSON PLC 5,263 5,481
PENTAIR INC. COM 65 73
PEPSICO INC 27,147 29,892
PERNOD RICARD S A SPONSORED AD 7,874 7,766
PERRIGO CO PLC 4,693 4,859
PHILIPPINE LONG DISTANCE ADR 751 703
PING AN INSURANCE GROUP ADR 2,714 2,950
PLUG POWER INC 1,445 1,530
PNC FINANCIAL GROUP INC 1,793 1,549
POWERSCHOOL HLDGS INC 22 24
PREMIER INC 27 22
PRESTIGE BRAND HLGS 1,525 1,531
PROCEPT BIOROBOTICS 1,449 1,509
PROGRESS SOFTWARE CORP 4,755 4,833
PROGRESSIVE CORP OHIO 4,288 5,575
PROLOGIS 9,352 10,664
PROSUS NV ADR 5,873 4,992
PRYSMIAN SPA MILANO 17 23
PT BANK RAKYAT ADR 4,720 4,855
PT BK MANDIR PRS UNSP/ADR 7,347 7,613
PUBLICIS GROUPE S.A 13,257 13,655
QBE INSURANCE GP UNSP/ADR 636 740
QUALCOMM INC 6,773 6,942
QUANTA SVCS INC 202 216
QUANTERIX ORD SHS 2,838 2,843
RADIUS HEALTH INC 7,074 6,092
RECRUIT HOLDINGS CO 5,021 4,259
RELX PLC 21,801 24,827
REMY COINTREAU 846 609
RENAISSANCERE HOLDINGS LTD 189 196
RENAULT SA 15 16
RENESAS ELECTRONICS CORP 2,777 3,022
REPLIGEN CORP 7,250 7,372
RESTAURANT BRANDS INTL 2,966 3,203
RITCHIE BROS AUCTIONEERS 616 669
ROGERS COMM CL B 6,519 6,553
ROYAL BANK OF CANADA 18,872 19,316
S&P GLOBAL INC COM 18,450 19,823
SALESFORCE.COM 13,899 15,262
SAMPO PLC UNSPONSORED ADR 6,603 6,661
SANLAM LTD SPONSORED ADR (SOUT 6,146 6,471
SAP AKTIENGESELL ADS 25,435 28,445
SCHNEIDER ELEC UNSP/ADR 34,359 38,700
SEAGATE TECHNOLOGY HOLDINGS PL 1,488 1,537
SEIKO EPSON CORP ADR 104 104
SEKISUI HOUSE LTD 16,818 17,796
SELECTIVE INS GROUP INC 105 99
SENDAS DISTRIBUIDORA 1,476 1,493
SERVICE NOW 4,331 6,358
SEVEN & I HOLDINGS C 6,419 6,706
SGS SA UNSP ADR 223 206
SHERWIN-WILLIAMS CO 16,864 19,962
SHINHAN FINL GROUP CO LTD 11,142 11,450
SHOALS TECHNOLOGIES GROUP 1,461 1,461
SHOPIFY INC 4,988 5,920
SIKA AG BEARER SHS 1,205 1,338
SIMPLICITY BANCORP INC 35 40
SMC CORPORATION 981 1,095
SOCIETE GENERLE FRNCE ADR 1,502 1,530
SOFTBANK ADR 7,709 7,926
SOFTBANK CP UNSP ADR 1,588 1,652
SOLAREDGE TECHNOLOGIES INC 4,760 4,586
SONY GROUP CORP 20,029 21,305
SOUTHWEST GAS CP 6,354 6,335
SPLUNK INC 673 1,371
SPS COMMERCE, INC 127 194
STANDARD CHARTERED 611 761
STANTEC INC 10,529 18,123
STARBUCKS CORP COM 11,516 11,617
STATE STREET CORPORATION 8,840 8,908
STEELECASE INC 132 257
STELLANTIS ORD SHS 3,318 3,358
STMICROELECTRONICS 3,399 4,712
STRIDE ORD SHS 910 1,366
SUMITOMO ELECTRIC INDUSTRIES L 186 202
SUMITOMO METAL 4,565 4,176
SUMITOMO MITSUI FINCL GRP 7,402 8,054
SUMITOMO MITSUI TR HOLDINGS SP 1,497 1,547
SUN HUNG KAI PY LTD S/ADR 17,462 18,014
SUN LIFE FINANCIAL INC 4,216 4,304
SUNNOVA ENERGY INTERNATIONAL O 1,931 2,028
SUNOPTA INC 1,495 1,597
SUNPOWER CORP 2,026 2,222
SUNRUN INC 3,415 3,141
SUNTORY BEVERAGE & FOOD LTD AD 4,154 4,114
SWATCH GROUP AG 470 434
SWIRE PAC LTD A S/ADR 3,541 3,776
SWISS RE LTD ADR 22,861 23,216
SWISSCOM AG S/ADR 11,244 11,555
TAIWAN SEMICONDUCTOR MFG CO LT 43,660 47,215
TARGET CORPORATION 5,001 5,697
TDK CORP 279 379
TE CONNECTIVITY LTD 128 141
TECHTRONIC INDS SPD ADR 696 835
TELEFONICA BRASIL, S.A 6,167 6,225
TELENOR ASA 5,544 5,676
TELSTRA GROUP LTD 652 671
TELUS CORP 798 712
TENCENT HOLDINGS LIMITED 22,628 20,822
TENCENT MUSIC ENTERTAINMENT GR 2,122 2,207
TERNA RETE ELETTRICA 22 25
TERRENO RLTY CORPCOM 57 63
TESLA MOTORS INC 22,277 22,860
TEXAS INSTRUMENTS INC 3,306 3,239
THE CHEFS' WAREHOUSE, INC 61 59
THE HERSHEY COMPANY 7,589 7,830
THE MOSAIC CO 10,928 10,755
THOMSON REUTERS CORPORATION 22,690 25,881
TIM SA 2,961 2,955
TJX COMPANIES INC 6,018 8,349
TOKIO MARINE HOLDINGS INC 6,877 7,351
TOKYO ELECTRON LTD 9,640 12,526
TOPBUILD CORP 5,215 5,240
TORONTO DOMINION 14,441 14,733
TOYOTA MTR CORP 23,384 23,656
TRAVELERS COMPANIES INC 6,714 8,763
TREACE MEDICAL CONCEPTS INC 1,525 1,747
TREASURY WINE ESTATES ADR 7,075 7,088
TRIP COM GROUP ADR 3,737 3,961
TURKCELL ILETISIM HIZMETLERI A 4,974 5,002
U G I CP 1,891 2,017
UBER 5,960 7,635
UBS AG 12,527 13,658
UMC ELECTRONICS CO COM 5,130 5,524
UNICHARM CORP - SPN ADR 865 744
UNICREDIT SPA 4,614 5,148
UNION PACIFIC 654 737
UNITED RENTALS INC 1,694 1,720
UNITED UTILITS ADR 5,729 5,627
UNITEDHEALTH GROUP INC 17,659 28,429
UNIVERSAL DISPLAY CORP 2,574 3,060
UNUM CORP 1,785 1,809
US BANCORP 297 346
VALE SA 9,174 9,532
VERALTO CORPORATION 295 329
VERISK ANALYTICS, INC 14,075 16,004
VERIZON COMMUNICATIONS 12,246 11,008
VERTIV CL A 89 336
VESTAS WIND SYS UNSP/ADR 16,664 20,288
VINCI SA ADR 6,773 7,065
VIPSHOP HOLDINGS LTD 2,029 2,202
VISA INC 23,184 24,994
VISHAY INTERTECH 27 24
VODAFONE GROUP PLC 1,419 748
VOLVO AS-A ADR 10,225 10,871
VONOVIA SE 12 16
VORNADO RLTY TR 1,506 1,413
WAL-MART DE MEX V SP/ADR 7,500 7,642
WALT DISNEY HOLDINGS CO 3,401 3,341
WESFARMERS LTD ADR 1,260 1,198
WEST PHARMA SVCS INC 6,615 8,451
WHEATON PRECIOUS METALS CORP 10,008 10,213
WILLIAMS SONOMA INC 789 1,211
WIPRO LTD SPON ADR 23,760 25,555
WOLTERS KLUWER S/ADR 3,160 3,848
WOORI FINANCE ADR 10,017 10,154
WPP PLC 845 666
XPENG INC 3,598 3,691
XYLEM INC 5,638 7,433
YARA INTERNATIONAL ASA 54 53
Z HOLDINGS CORP 120 141
ZOETIS INC 14,726 15,790
ZURICH INS GROU ADR 16,666 17,306

TY 2023 InvestmentsGovtObligationsSch
Name:
Beneventures Foundation Inc
EIN:
26-3881255
US Government Securities - End of Year Book Value:

372,703
US Government Securities - End of Year Fair Market Value:

366,455
State & Local Government Securities - End of Year Book Value:


169,968
State & Local Government Securities - End of Year Fair Market Value:


165,713


TY 2023 InvestmentsOtherSchedule2
Name:
Beneventures Foundation Inc
EIN:
26-3881255
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CLIMATE IMPACT SOLUTIONS OFF M   147,902 209,390
GENDER EQUITY FUND CAYMAN LP (   70,494 73,769

TY 2023 OtherExpensesSchedule
Name:
Beneventures Foundation Inc
EIN:
26-3881255
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 21,375     21,375
Bank Charges 2,173 2,173    
State or Local Filing Fees 50     50


TY 2023 OtherIncomeSchedule2
Name:
Beneventures Foundation Inc
EIN:
26-3881255
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 23 23  


TY 2023 OtherProfessionalFeesSchedule
Name:
Beneventures Foundation Inc
EIN:
26-3881255
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 33,241 33,241    


TY 2023 TaxesSchedule
Name:
Beneventures Foundation Inc
EIN:
26-3881255
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 500      
Foreign Tax Paid 370 370