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 06-01-2023 , and ending 05-31-2024
Name of foundation
BEN F BRYER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-7384132
B Telephone number (see instructions)

(212) 922-6129
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$7,184,682J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 170,222 169,881  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 555,853
b Gross sales price for all assets on line 6a 3,203,254
7 Capital gain net income (from Part IV, line 2)... 555,853
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,545    
12 Total. Add lines 1 through 11........ 729,620 725,734  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,768 23,261   15,507
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,810 3,100   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
270 20   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,848 26,381 0 15,757
25 Contributions, gifts, grants paid....... 315,000 315,000
26 Total expenses and disbursements. Add lines 24 and 25 358,848 26,381 0 330,757
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 370,772
b Net investment income (if negative, enter -0-) 699,353
c Adjusted net income (if negative, enter -0-)... 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......... 491,487 58,604 58,604
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,515,608 Click to see attachment
List of Attached Documents:
// Content
6,318,668 		7,126,078
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) 6,007,095 6,377,272 7,184,682
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,007,095 6,377,272
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,007,095 6,377,272
30 Total liabilities and net assets/fund balances (see instructions). 6,007,095 6,377,272
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
6,007,095
2
Enter amount from Part I, line 27a .....................
2
370,772
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10
4
Add lines 1, 2, and 3 ..........................
4
6,377,877
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
605
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,377,272
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 28. AMERICAN TOWER CORP-CL A   2022-10-14 2023-06-01
b 59. AMERICAN TOWER CORP-CL A     2023-06-01
c 39. BROADCOM INC     2023-06-01
d 34621.379 BNY MELLON INTERMEDIATE BOND FD CL M     2023-06-06
e 10. BROADCOM INC     2023-06-30
16. BROADCOM INC     2023-06-30
137. FACEBOOK INC     2023-06-30
14. KLA TENCOR CORP     2023-06-30
2. KLA TENCOR CORP   2019-10-28 2023-06-30
8. MASTERCARD INC   2023-06-27 2023-06-30
99. MASTERCARD INC     2023-06-30
370. MICRON TECHNOLOGY     2023-06-30
500. MICRON TECHNOLOGY     2023-06-30
138. PROCTER & GAMBLE CO COM     2023-06-30
63. PROCTER & GAMBLE CO COM   2022-03-17 2023-06-30
195. QUALCOMM INC     2023-06-30
207. TEXAS INSTRUMENTS INC     2023-06-30
30. COCA-COLA CO USD   2023-06-27 2023-07-31
210. COCA-COLA CO USD     2023-07-31
100. COCA-COLA CO USD   2022-01-27 2023-07-31
34. DEERE & COMPANY     2023-07-31
63. DEERE & COMPANY     2023-07-31
14. MC DONALDS CORPORATION COMMON     2023-07-31
33. MC DONALDS CORPORATION COMMON   2022-06-22 2023-07-31
60. NEXTERA ENERGY INC   2023-02-10 2023-07-31
130. NEXTERA ENERGY INC     2023-07-31
156. NIKE INC CL B     2023-07-31
13. NIKE INC CL B   2021-10-05 2023-07-31
69. ORACLE CORPORATION     2023-07-31
51. ORACLE CORPORATION     2023-07-31
230. SHOPIFY INC-A W/I     2023-07-31
30. SYNCHRONY FINANCIAL   2023-06-27 2023-07-31
370. SYNCHRONY FINANCIAL     2023-07-31
11. T -MOBILE US INC   2023-06-27 2023-07-31
21. T -MOBILE US INC   2022-06-13 2023-07-31
95. T -MOBILE US INC     2023-07-31
570. DEVON ENERGY CORPORATION NEW     2023-08-02
11. HUMANA INC COM   2022-09-02 2023-08-16
21. HUMANA INC COM     2023-08-17
79. SALESFORCE COM INC     2023-08-21
4. ADVANCED MICRO DEVICES INC   2023-06-27 2023-08-31
183. ADVANCED MICRO DEVICES INC     2023-08-31
530. ALCOA UPSTREAM CORP     2023-08-31
64. BOEING COMPANY     2023-08-31
48. FACEBOOK INC   2023-01-26 2023-08-31
24. HONEYWELL INTL INC     2023-08-31
61. HONEYWELL INTL INC     2023-08-31
41. MASTERCARD INC     2023-08-31
170. MERCK & CO INC     2023-08-31
159. ORACLE CORPORATION     2023-08-31
17. REGENERON PHARMACEUTICALS INC     2023-08-31
770. SOUTHWESTERN ENERGY CO   2022-11-04 2023-08-31
159. T -MOBILE US INC     2023-08-31
2790. SOUTHWESTERN ENERGY CO     2023-09-01
67. BOEING COMPANY   2022-11-08 2023-09-25
49. CHARTER COMMUNICATIONS INC-A     2023-09-25
11. COSTCO WHSL CORP NEW     2023-09-25
19. COSTCO WHSL CORP NEW     2023-09-25
620. ENBRIDGE INC     2023-09-25
74. HONEYWELL INTL INC   2002-08-25 2023-09-25
239. OLIN CORP COM PAR $1     2023-09-25
1590. PELOTON INTERACTIVE INC-A   2023-07-31 2023-09-25
10. RAYTHEON TECHNOLOGIES CORP   2023-06-27 2023-09-25
232. RAYTHEON TECHNOLOGIES CORP     2023-09-25
98. STRYKER CORP     2023-09-25
101. OLIN CORP COM PAR $1     2023-09-26
290. BAXTER INTL INC COM   2023-07-31 2023-10-13
.3333 VERALTO CORP-W/I   2023-07-31 2023-10-16
200. HESS CORP     2023-10-24
284. MERCK & CO INC   2022-10-10 2023-11-10
770. EQT CORP COM     2023-12-14
47. FACEBOOK INC   2023-01-26 2023-12-14
48. KLA TENCOR CORP     2023-12-14
31. ESTEE LAUDER COMPANIES INC CL A     2023-12-14
98. ESTEE LAUDER COMPANIES INC CL A     2023-12-14
70. MASTERCARD INC     2023-12-14
227. ORACLE CORPORATION     2023-12-14
20. EXELON CORP   2023-06-27 2023-12-18
510. EXELON CORP     2023-12-18
23471.867 BNY MELLON EMERGING MKTS FD CL M SHS     2023-12-22
119. ABBOTT LABORATORIES     2024-01-08
237. ABBOTT LABORATORIES     2024-01-08
60. ASSURANT INC     2024-01-08
20. BAKER HUGHES A GE CO   2023-06-27 2024-01-08
530. BAKER HUGHES A GE CO     2024-01-08
38. COSTCO WHSL CORP NEW     2024-01-08
5. ILLINOIS TOOL WORKS INC COM   2023-06-27 2024-01-08
105. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
64. MC DONALDS CORPORATION COMMON     2024-01-08
2. S & P GLOBAL INC   2023-06-27 2024-01-08
71. S & P GLOBAL INC     2024-01-08
52. EVEREST RE GRP LTD     2024-01-08
39. ASSURANT INC     2024-01-09
42. ASSURANT INC     2024-01-10
65. ASSURANT INC     2024-01-11
120. BUNGE GLOBAL SA   2024-01-08 2024-01-22
20. AMERICAN INTERNATIONAL GROUP   2023-06-27 2024-02-21
390. AMERICAN INTERNATIONAL GROUP     2024-02-21
4. AMERIPRISE FINL INC   2023-06-27 2024-02-21
109. AMERIPRISE FINL INC     2024-02-21
10. AMPHENOL CORP NEW   2023-06-27 2024-02-21
400. AMPHENOL CORP NEW     2024-02-21
40. BOSTON SCIENTIFIC CORP COM   2023-06-27 2024-02-21
800. BOSTON SCIENTIFIC CORP COM     2024-02-21
17. BROADCOM INC     2024-02-21
5. ELI LILLY & CO COM   2023-06-27 2024-02-21
37. ELI LILLY & CO COM     2024-02-21
2. THERMO ELECTRON CORP   2023-06-27 2024-02-21
33. THERMO ELECTRON CORP     2024-02-21
2. ACCENTURE PLC IRELAND SHS CL A   2023-06-27 2024-02-21
45. ACCENTURE PLC IRELAND SHS CL A     2024-02-21
2. ANTHEM INC   2023-06-27 2024-03-20
51. ANTHEM INC     2024-03-20
20. BANK AMER CORP   2023-06-27 2024-03-20
720. BANK AMER CORP     2024-03-20
10. CSX CORP COM   2023-06-27 2024-03-20
370. CSX CORP COM   2017-01-13 2024-03-20
460. COCA-COLA CO USD     2024-03-20
20. CORNING INC COM   2023-06-27 2024-03-20
510. CORNING INC COM     2024-03-20
23. EXXON MOBIL CORP   2023-06-27 2024-03-20
653. EXXON MOBIL CORP     2024-03-20
8. GENUINE PARTS CO   2023-06-27 2024-03-20
79. GENUINE PARTS CO   2023-03-06 2024-03-20
2. MARTIN MARIETTA MATLS INC   2023-06-27 2024-03-20
44. MARTIN MARIETTA MATLS INC     2024-03-20
10. MICROCHIP TECHNOLOGY INC   2023-06-27 2024-03-20
170. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
127. NIKE INC CL B     2024-03-20
34. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
90. PROCTER & GAMBLE CO COM     2024-03-20
380. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
270. SYNCHRONY FINANCIAL     2024-03-20
10. VOYA FINANCIAL INC   2023-06-27 2024-03-20
170. VOYA FINANCIAL INC     2024-03-20
2949.853 BNY MELLON MID CAP STK FD CL M   2013-12-27 2024-04-04
562.05 BNY MELLON DYNAMIC VALUE FUND - CLASS Y   2016-05-23 2024-04-04
2045.687 BNYM OPPORT SM CAP-Y   2011-02-28 2024-04-04
21. DEERE & COMPANY   2017-06-16 2024-04-09
51. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
102. J P MORGAN CHASE & CO     2024-04-09
32. J P MORGAN CHASE & CO   2022-01-05 2024-04-09
94. ELI LILLY & CO COM     2024-04-09
58. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
20. NEXTERA ENERGY INC   2023-06-27 2024-04-09
196. NEXTERA ENERGY INC     2024-04-09
167. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
10. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2023-06-27 2024-04-09
290. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2024-04-09
16. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
16. THERMO ELECTRON CORP   2019-02-28 2024-04-09
180. TWILIO INC - A     2024-04-09
8. EATON CORP PLC   2023-06-27 2024-04-09
60. EATON CORP PLC     2024-04-09
2081.598 BNYM INTL STCK-Y   2020-11-20 2024-04-24
85. ABBVIE INC     2024-04-25
252. ABBVIE INC     2024-04-25
180. CF INDS HLDGS INC   2024-03-20 2024-05-07
710. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,235   5,225 10
b 11,031   8,989 2,042
c 30,806   22,439 8,367
d 404,032   436,442 -32,410
e 8,681   5,823 2,858
13,890   8,912 4,978
39,382   24,188 15,194
6,770   4,139 2,631
967   349 618
3,131   3,058 73
38,743   34,170 4,573
23,464   20,409 3,055
31,709   20,178 11,531
20,822   20,821 1
9,506   9,442 64
23,203   23,046 157
37,137   35,222 1,915
1,853   1,834 19
12,974   13,094 -120
6,198   6,073 125
14,579   13,007 1,572
27,013   10,505 16,508
4,090   3,893 197
9,640   8,040 1,600
4,389   4,474 -85
9,510   10,895 -1,385
17,203   17,873 -670
1,434   1,960 -526
8,055   6,517 1,538
5,958   4,068 1,890
15,460   13,465 1,995
1,034   1,001 33
12,752   9,544 3,208
1,513   1,501 12
2,889   2,675 214
13,071   11,970 1,101
28,296   32,415 -4,119
5,438   5,336 102
10,312   10,147 165
16,285   14,374 1,911
422   442 -20
19,307   3,893 15,414
15,938   27,765 -11,827
14,405   11,825 2,580
14,286   7,047 7,239
4,513   4,289 224
11,470   2,434 9,036
16,910   14,038 2,872
18,611   17,826 785
19,136   12,457 6,679
14,068   12,479 1,589
5,188   5,242 -54
21,669   15,036 6,633
18,887   17,961 926
13,167   11,335 1,832
21,500   19,637 1,863
6,121   5,234 887
10,572   8,615 1,957
21,348   23,819 -2,471
14,119   1,623 12,496
11,145   14,458 -3,313
6,939   15,415 -8,476
712   967 -255
16,529   17,198 -669
28,055   24,954 3,101
4,643   5,948 -1,305
9,217   13,155 -3,938
24   30 -6
31,123   28,832 2,291
28,738   25,706 3,032
29,064   32,470 -3,406
15,598   6,900 8,698
27,825   8,005 19,820
4,551   8,052 -3,501
14,387   25,483 -11,096
29,386   21,996 7,390
22,874   17,232 5,642
687   817 -130
17,518   15,408 2,110
226,034   232,160 -6,126
13,252   13,436 -184
26,393   19,644 6,749
9,959   8,879 1,080
640   614 26
16,970   15,731 1,239
24,905   9,065 15,840
1,279   1,249 30
26,851   9,113 17,738
18,458   15,583 2,875
859   783 76
30,504   16,732 13,772
19,006   19,772 -766
6,398   5,533 865
6,856   5,949 907
10,663   9,104 1,559
10,678   11,798 -1,120
1,368   1,135 233
26,683   16,541 10,142
1,578   1,307 271
43,005   25,510 17,495
1,046   823 223
41,831   30,258 11,573
2,620   2,145 475
52,393   35,080 17,313
20,633   7,982 12,651
3,695   2,317 1,378
27,345   11,581 15,764
1,098   1,020 78
18,123   15,003 3,120
721   601 120
16,213   11,692 4,521
1,028   890 138
26,208   23,879 2,329
720   567 153
25,908   16,535 9,373
370   335 35
13,698   4,770 8,928
27,787   25,070 2,717
651   695 -44
16,605   18,017 -1,412
2,587   2,391 196
73,446   68,594 4,852
1,238   1,325 -87
12,222   13,711 -1,489
1,204   902 302
26,498   14,987 11,511
865   865  
14,713   13,947 766
12,647   6,587 6,060
15,945   14,491 1,454
14,558   12,676 1,882
25,211   24,502 709
11,448   5,940 5,508
715   710 5
12,150   6,536 5,614
50,000   42,537 7,463
25,000   19,188 5,812
60,000   64,574 -4,574
8,652   2,687 5,965
19,754   17,422 2,332
20,051   14,379 5,672
6,291   5,265 1,026
70,922   18,286 52,636
12,225   8,635 3,590
1,301   1,476 -175
12,751   10,107 2,644
34,227   31,594 2,633
669   628 41
19,415   18,830 585
15,049   11,038 4,011
9,387   4,156 5,231
11,050   12,090 -1,040
2,514   1,586 928
18,855   8,803 10,052
50,000   49,854 146
14,194   14,401 -207
42,080   20,102 21,978
13,400   15,554 -2,154
21,914   23,611 -1,697
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
      97,967
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       10
b       2,042
c       8,367
d       -32,410
e       2,858
      4,978
      15,194
      2,631
      618
      73
      4,573
      3,055
      11,531
      1
      64
      157
      1,915
      19
      -120
      125
      1,572
      16,508
      197
      1,600
      -85
      -1,385
      -670
      -526
      1,538
      1,890
      1,995
      33
      3,208
      12
      214
      1,101
      -4,119
      102
      165
      1,911
      -20
      15,414
      -11,827
      2,580
      7,239
      224
      9,036
      2,872
      785
      6,679
      1,589
      -54
      6,633
      926
      1,832
      1,863
      887
      1,957
      -2,471
      12,496
      -3,313
      -8,476
      -255
      -669
      3,101
      -1,305
      -3,938
      -6
      2,291
      3,032
      -3,406
      8,698
      19,820
      -3,501
      -11,096
      7,390
      5,642
      -130
      2,110
      -6,126
      -184
      6,749
      1,080
      26
      1,239
      15,840
      30
      17,738
      2,875
      76
      13,772
      -766
      865
      907
      1,559
      -1,120
      233
      10,142
      271
      17,495
      223
      11,573
      475
      17,313
      12,651
      1,378
      15,764
      78
      3,120
      120
      4,521
      138
      2,329
      153
      9,373
      35
      8,928
      2,717
      -44
      -1,412
      196
      4,852
      -87
      -1,489
      302
      11,511
       
      766
      6,060
      1,454
      1,882
      709
      5,508
      5
      5,614
      7,463
      5,812
      -4,574
      5,965
      2,332
      5,672
      1,026
      52,636
      3,590
      -175
      2,644
      2,633
      41
      585
      4,011
      5,231
      -1,040
      928
      10,052
      146
      -207
      21,978
      -2,154
      -1,697
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 555,853
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,721
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,721
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,721
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,420
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,420
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,301
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (212) 922-6129

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ROBERT HURAND CO-TRUSTEE
0 		0    
7463 HOWE ROAD
BATH,MI48808
BNY MELLON N A TRUSTEE
1 		38,768    
PO BOX 185
PITTSBURGH,PA152300185
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right 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
6,743,212
b
Average of monthly cash balances.......................
1b
172,675
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,915,887
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,915,887
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
103,738
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,812,149
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
340,607
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
340,607
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,721
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,721
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
330,886
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
330,886
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
330,886
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
330,757
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
330,757
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 7 330,886
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 27,831
b From 2019...... 30,944
c From 2020...... 9,619
d From 2021...... 8,543
e From 2022...... 0
f Total of lines 3a through e ........ 76,937
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 330,757
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 330,757
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 129 129
(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 76,808
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		27,702
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		49,106
10 Analysis of line 9:
a Excess from 2019.... 30,944
b Excess from 2020.... 9,619
c Excess from 2021.... 8,543
d Excess from 2022.... 0
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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

KETTERING UNIVERSITY

1700 UNIVERSITY AVE
FLINT,MI48504 		NONE PC GENERAL OPERATING 75,000

THE NEW YORK PUBLIC LIBRARY

ATTN ERIC N SMITH
NEW YORK,NY10016 		NONE PC GENERAL OPERATING 25,000

GLORIA COLES FLINT PUBLIC LIBRARY

1026 E KEARSLEY ST
FLINT,MI48503 		NONE PC GENERAL OPERATING 40,000

MICHIGAN STATE UNIVERSITY

1410 ENGINEERING ROAD
EAST LANSING,MI48825 		NONE PC GENERAL OPERATING 100,000

REGENTS OF THE U OF MICHIGAN

OFFICE OF PLANNED GIVING
ANN ARBOR,MI481091288 		NONE PC GENERAL OPERATING 75,000
Total .................................right arrow 3a 315,000
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 ........... 		         
4 Dividends and interest from securities ....     14 170,222  
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 ............ 		    18 555,853  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 3,545  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   729,620  
13Total. Add line 12, columns (b), (d), and (e)..................
13
729,620
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsOtherSchedule2
Name:
BEN F BRYER FOUNDATION
EIN:
13-7384132
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
03027X100 AMERICAN TOWER CORP-      
037833100 APPLE COMPUTER INC C AT COST 96,936 162,451
05569M301 BNY MELLON INCOME ST      
05569M368 BNY MELLON CORP BOND AT COST 1,046,284 1,000,108
05569M855 BNY MELLON EMERGING      
110122108 BRISTOL MYERS SQUIBB      
30303M102 FACEBOOK INC      
872590104 T -MOBILE US INC      
30161N101 EXELON CORP      
718172109 PHILIP MORRIS INTERN      
91324P102 UNITED HEALTH GROUP AT COST 32,305 55,977
002824100 ABBOTT LABORATORIES      
060505104 BANK AMER CORP AT COST 21,465 22,794
12572Q105 CME GROUP INC AT COST 50,944 52,572
244199105 DEERE & COMPANY      
65339F101 NEXTERA ENERGY INC      
70450Y103 PAYPAL HOLDINGS INC      
852234103 SQUARE INC - A AT COST 24,463 23,710
92826C839 VISA INC      
G06242104 ATLASSIAN CORP PLC-C      
G29183103 EATON CORP PLC AT COST 13,020 62,576
00724F101 ADOBE SYS INC COM      
G5960L103 MEDTRONIC PLC AT COST 58,033 55,332
023135106 AMAZON COM INC AT COST 78,911 145,916
101137107 BOSTON SCIENTIFIC CO      
166764100 CHEVRONTEXACO CORP AT COST 22,557 23,534
02079K305 ALPHABET INC/CA AT COST 99,512 203,378
126650100 CVS CORP      
20030N101 COMCAST CORP NEW CL      
437076102 HOME DEPOT INC USD 0      
742718109 PROCTER & GAMBLE CO      
05569M384 BNY MELLON INTL EQUI      
05569M509 BNY MELLON MID CAP S AT COST 295,504 384,002
05569M814 BNY MELLON INTERMEDI      
150870103 CELANESE CORP DEL      
22160K105 COSTCO WHSL CORP NEW      
29444U700 EQUINIX INC      
438516106 HONEYWELL INTL INC      
723787107 PIONEER NAT RES CO      
91913Y100 VALERO ENERGY CORP N      
05569M871 BNY MELLON INTL FD C AT COST 142,428 190,434
126408103 CSX CORP COM      
594918104 MICROSOFT CORP COM AT COST 112,965 249,078
595112103 MICRON TECHNOLOGY      
64110L106 NETFLIX COM INC AT COST 13,653 19,890
654106103 NIKE INC CL B      
882508104 TEXAS INSTRUMENTS IN      
929089100 VOYA FINANCIAL INC AT COST 5,119 14,406
988498101 YUM BRANDS INC      
007903107 ADVANCED MICRO DEVIC      
026874784 AMERICAN INTERNATION AT COST 6,695 18,917
254687106 DISNEY (WALT) COMPAN AT COST 31,080 28,056
46625H100 J P MORGAN CHASE & C AT COST 41,522 78,013
609207105 MONDELEZ INTERNATION      
87165B103 SYNCHRONY FINANCIAL      
05569M830 BNY MELLON BOND FD C AT COST 897,009 828,675
452308109 ILLINOIS TOOL WORKS      
79466L302 SALESFORCE COM INC      
883556102 THERMO ELECTRON CORP      
009158106 AIR PRODUCTS AND CHE      
05588L839 BNYM ALT DIV STRAT-Y      
00287Y109 ABBVIE INC      
05587K824 BNYM SEL MGR S/C VAL AT COST 178,798 160,681
05587K865 BNYM SELECT MGR S/C AT COST 215,621 176,312
05588Q507 BNYM RESEARCH GROWTH      
67103H107 O'REILLY AUTOMOTIVE      
78409V104 S & P GLOBAL INC      
89832Q109 TRUIST FINL CORP      
05587K857 BNYM INTL STCK-Y AT COST 89,856 118,226
16119P108 CHARTER COMMUNICATIO      
482480100 KLA TENCOR CORP      
22788C105 CROWDSTRIKE HOLDINGS      
461202103 INTUIT INC COM      
55024U109 LUMENTUM HOLDINGS IN      
88339J105 TRADE DESK INC/THE      
75513E101 RAYTHEON TECHNOLOGIE      
816851109 SEMPRA ENERGY      
05588D811 BNYM DIV EMG MKTS-Y      
05589K400 BNYM FLTNG RT INC-Y AT COST 105,003 97,211
09661F701 BNYM INTL SMALL CAP-      
05587K832 BNYM US EQUITY FUND-      
05587N737 BNYM OPPORT SM CAP-Y AT COST 127,894 130,596
15135B101 CENTENE CORP DEL      
05588E850 BNY MELLON HIGH YIEL AT COST 252,291 218,269
67066G104 NVIDIA CORP AT COST 65,038 233,518
05587N703 BNY MELLON DYNAMIC V AT COST 80,812 106,518
05588D753 BNY MELLON INTL EQTY      
191216100 COCA-COLA CO USD      
G8994E103 TRANE TECHNOLOGIES P AT COST 7,527 39,950
37045V100 GENERAL MOTORS CO AT COST 20,242 21,595
235851102 DANAHER CORP COMMON AT COST 52,470 59,578
09857L108 BOOKING HOLDINGS INC      
G46188101 HORIZON THERAPEUTICS      
538034109 LIVE NATION INC      
302491303 F M C CORP COM NEW      
517834107 LAS VEGAS SANDS CORP AT COST 27,653 34,223
532457108 ELI LILLY & CO COM      
83088M102 SKYWORKS SOLUTIONS I      
03076C106 AMERIPRISE FINL INC      
518439104 ESTEE LAUDER COMPANI      
828806109 SIMON PPTY GROUP INC      
G7997R103 SEAGATE TECHNOLOGY H      
V7780T103 ROYAL CARIBBEAN CRUI      
98978V103 ZOETIS INC AT COST 26,019 24,417
26614N102 DUPONT DE NEMOURS IN      
744573106 PUBLIC SERVICE ENTER      
571903202 MARRIOTT INTERNATION      
74340W103 PROLOGIS INC      
717081103 PFIZER INC COM      
88160R101 TESLA MOTORS INC      
00206R102 AT&T INC AT COST 36,292 38,080
11135F101 BROADCOM INC      
05722G100 BAKER HUGHES A GE CO      
02209S103 ALTRIA GROUP INC      
G1151C101 ACCENTURE PLC IRELAN      
57636Q104 MASTERCARD INC      
863667101 STRYKER CORP      
219350105 CORNING INC COM      
G4863A108 INTERNATIONAL GAME T AT COST 32,440 22,306
G3223R108 EVEREST RE GRP LTD      
020002101 ALLSTATE CORP COM AT COST 29,347 37,357
032095101 AMPHENOL CORP NEW      
30231G102 EXXON MOBIL CORP      
29250N105 ENBRIDGE INC      
25179M103 DEVON ENERGY CORPORA      
68389X105 ORACLE CORPORATION      
680665205 OLIN CORP COM PAR $1      
036752103 ANTHEM INC      
03990B101 ARES MANAGEMENT CORP AT COST 25,376 34,902
097023105 BOEING COMPANY      
444859102 HUMANA INC COM      
806857108 SCHLUMBERGER LIMITED AT COST 50,931 42,219
845467109 SOUTHWESTERN ENERGY      
464288448 ISHARES DJ EPAC SEL AT COST 43,054 44,280
573284106 MARTIN MARIETTA MATL      
013872106 ALCOA UPSTREAM CORP      
35671D857 FREEPORT-MCMORAN COP AT COST 36,473 42,711
372460105 GENUINE PARTS CO      
80105N105 SANOFI-SYNTHELABO AT COST 34,638 33,340
747525103 QUALCOMM INC      
75886F107 REGENERON PHARMACEUT      
580135101 MC DONALDS CORPORATI      
595017104 MICROCHIP TECHNOLOGY      
58933Y105 MERCK & CO INC      
00771X419 G Q G PART EMERG MKT AT COST 114,000 126,958
016255101 ALIGN TECHNOLOGY INC AT COST 37,182 27,007
031100100 AMETEK INC NEW AT COST 25,141 23,572
038222105 APPLIED MATERIALS IN AT COST 42,467 56,566
075887109 BECTON DICKINSON AND AT COST 44,807 37,811
084670702 BERKSHIRE HATHAWAY I AT COST 67,621 80,394
09073M104 BIO-TECHNE CORP AT COST 17,103 18,526
16679L109 CHEWY INC - CLASS A AT COST 17,260 20,150
17275R102 CISCO SYS INC AT COST 48,703 43,245
172908105 CINTAS CORP AT COST 23,887 27,797
172967424 CITIGROUP INC AT COST 19,614 20,562
20825C104 CONOCOPHILLIPS AT COST 24,687 23,645
21037T109 CONSTELLATION ENERGY AT COST 31,909 61,047
22160N109 COSTAR GROUP INC AT COST 30,630 28,923
252131107 DEXCOM INC AT COST 15,610 13,421
25746U109 DOMINION RES INC VA AT COST 34,693 38,283
26884L109 EQT CORP COM AT COST 26,985 32,872
28176E108 EDWARDS LIFESCIENCES AT COST 31,419 29,543
320517105 FIRST HORIZON NATL C AT COST 16,318 17,107
38141G104 GOLDMAN SACHS GROUP AT COST 28,579 33,782
443201108 HOWMET AEROSPACE INC AT COST 33,616 43,172
443573100 HUBSPOT INC AT COST 36,168 41,551
452327109 ILLUMINA INC AT COST 29,503 19,709
45687V106 INGERSOLL RAND INC AT COST 39,845 41,873
458140100 INTEL CORPORATION AT COST 18,397 12,340
46120E602 INTUITIVE SURGICAL I AT COST 15,336 16,487
46137V357 INVESCO S&P 500 EQUA AT COST 71,889 82,890
464287234 ISHARES MSCI EMERGIN AT COST 113,458 120,355
464287457 ISHARES 1-3 YEAR TRE AT COST 98,148 97,764
49177J102 KENVUE INC AT COST 27,442 26,055
502431109 L3HARRIS TECHNOLOGIE AT COST 30,688 32,376
550021109 LULULEMON ATHLETICA AT COST 18,656 11,856
56585A102 MARATHON PETROLEUM C AT COST 16,675 19,780
651639106 NEWMONT MINING CORP AT COST 36,756 37,327
666807102 NORTHROP GRUMMAN COR AT COST 21,311 22,539
66987V109 NOVARTIS AG SPNSRD A AT COST 15,854 16,501
674599105 OCCIDENTAL PETROLEUM AT COST 29,490 30,000
681919106 OMNICOM GROUP INC CO AT COST 35,121 34,395
718546104 PHILLIPS 66 AT COST 24,836 22,453
759916109 REPLIGEN CORP AT COST 14,603 12,524
776696106 ROPER INDS INC NEW AT COST 40,753 40,490
778296103 ROSS STORES INC AT COST 18,231 17,330
803607100 SAREPTA THERAPEUTICS AT COST 28,516 32,335
82509L107 SHOPIFY INC-A W/I AT COST 36,926 31,350
90353T100 UBER TECHNOLOGIES IN AT COST 22,189 29,052
92338C103 VERALTO CORP-W/I AT COST 27,303 31,743
G25508105 CRH ORD AT COST 33,840 40,880
G51502105 JOHNSON CTLS INTL PL AT COST 34,650 38,112
G7496G103 RENAISSANCERE HLDGS AT COST 21,673 25,520

TY 2023 OtherDecreasesSchedule
Name:
BEN F BRYER FOUNDATION
EIN:
13-7384132
Description Amount
MUTUAL FUND TIMING ADJ 265
ROC ON CY SALES 104
PY RETURN OF CAPITAL ADJUSTMENT 225
TAX LOT BASIS ADJUSTMENT 11


TY 2023 OtherExpensesSchedule
Name:
BEN F BRYER FOUNDATION
EIN:
13-7384132
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 20 20   0


TY 2023 OtherIncomeSchedule2
Name:
BEN F BRYER FOUNDATION
EIN:
13-7384132
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 3,545 0  


TY 2023 OtherIncreasesSchedule
Name:
BEN F BRYER FOUNDATION
EIN:
13-7384132
Description Amount
COST BASIS ADJUSTMENT 9
ROUNDING 1


TY 2023 TaxesSchedule
Name:
BEN F BRYER FOUNDATION
EIN:
13-7384132
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,997 2,997   0
FEDERAL ESTIMATES - PRINCIPAL 1,710 0   0
FOREIGN TAXES ON NONQUALIFIED 103 103   0