TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
HENRY M SELDON CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI48275

A Employer identification number

38-6323073

B Telephone number (see instructions)

(313) 965-2255

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$10,251,767J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	191,402		191,402
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		285,289
b	Gross sales price for all assets on line 6a 4,566,289
7	Capital gain net income (from Part IV, line 2)...			285,289
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	650	150
12	Total. Add lines 1 through 11........	477,341		476,841
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	3,576	0	0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	11,570	0	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	2,596		0	2,596
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	77,576	77,576	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	95,318		77,576	2,596
25	Contributions, gifts, grants paid.......	551,985			551,985
26	Total expenses and disbursements. Add lines 24 and 25	647,303		77,576	554,581
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-169,962
b	Net investment income (if negative, enter -0-)			399,265
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	417,038	77,994	77,994
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	736,707	List of Attached Documents: // Content 913,083	898,944
	b	Investments—corporate stock (attach schedule).......	2,381,917	List of Attached Documents: // Content 2,383,485	4,031,271
	c	Investments—corporate bonds (attach schedule).......	1,364,063	List of Attached Documents: // Content 1,239,208	1,168,768
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	3,732,994	List of Attached Documents: // Content 3,836,558	4,074,790
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	8,632,719	8,450,328	10,251,767
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )	List of Attached Documents: // Content 33,930	List of Attached Documents: // Content 21,501
	23	Total liabilities (add lines 17 through 22).........	33,930	21,501
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	9,090,146	9,090,146
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	-491,357	-661,319
	29	Total net assets or fund balances (see instructions).....	8,598,789	8,428,827
	30	Total liabilities and net assets/fund balances (see instructions).	8,632,719	8,450,328

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

8,598,789

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

-169,962

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

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

8,428,827

Decreases not included in line 2 (itemize) right arrow

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

8,428,827

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
1 a	PUBLICLY TRADED SECURITIES	P
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,566,289	4,281,000	285,289
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			285,289
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	285,289
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	5,550
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	5,550
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	5,550
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	9,134
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	9,134
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,584
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax3,584	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

COMERICA BANK Telephone no. right arrow

(313) 965-2255

Located at right arrow

411 W LAFAYETTEDETROITMI ZIP+4 right arrow

48226

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2023? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2023.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
ANDREW STRONG	VICE CHAIRMAN 1.00	0	0	0
730 PENNIMAN AVENUE PLYMOUTH,MI48170	VICE CHAIRMAN 1.00	0	0	0
RICHARD STROWGER	TREASURER 1.00	0	0	0
8 WOODLAND PLACE GROSSE POINTE,MI48230	TREASURER 1.00	0	0	0
DAVID S HICKMAN	TRUSTEE 1.00	0	0	0
840 RICHLYN DRIVE ADRIAN,MI49221	TRUSTEE 1.00	0	0	0
DEREK BROWN	CHAIRMAN 1.00	0	0	0
19470 CANTERBURY ROAD DETROIT,MI48221	CHAIRMAN 1.00	0	0	0
REV PAUL PEREZ	TRUSTEE 1.00	0	0	0
23 EAST ADAMS DETROIT,MI48226	TRUSTEE 1.00	0	0	0
JOSEPH R OWENS	SECRETARY 1.00	0	0	0
2600 W BIG BEAVER ROAD SUITE 300 TROY,MI48084	SECRETARY 1.00	0	0	0
JEFF HENNING	TRUSTEE 1.00	0	0	0
777 WOODWARD AVENUE SUITE 1000 DETROIT,MI48226	TRUSTEE 1.00	0	0	0
TONI SOMERS	TRUSTEE 1.00	0	0	0
2771 WOODWARD AVE SUITE 429 DETROIT,MI48201	TRUSTEE 1.00	0	0	0
DR JACK BUCKLEY	TRUSTEE 1.00	0	0	0
1709 GREENLAWN AVENUE KALAMAZOO,MI49006	TRUSTEE 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

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

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

purposes:

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

10,047,208

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

4,410

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

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

10,051,618

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

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

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

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

10,051,618

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

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

150,774

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

9,900,844

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

495,042

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

495,042

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

5,550

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

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

5,550

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

489,492

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

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

489,492

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

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

489,492

Part XI

Qualifying Distributions (see instructions)

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

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

554,581

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

554,581

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					489,492
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......
b From 2019......	111,122
c From 2020......
d From 2021......	241,134
e From 2022......	44,030
f Total of lines 3a through e ........		396,286
4Qualifying distributions for 2023 from Part
XI, line 4: $ 554,581
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.....					489,492
e Remaining amount distributed out of corpus		65,089
5 Excess distributions carryover applied to 2023.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		461,375
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) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		461,375
10 Analysis of line 9:
a Excess from 2019....	111,122
b Excess from 2020....
c Excess from 2021....	241,134
d Excess from 2022....	44,030
e Excess from 2023....	65,089

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2023)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ADRIAN COLLEGE CO MICHAEL AYRE 110 SOUTH MADISON AVE ADRIAN,MI49221	NONE	PC	SCHOLARSHIPS	110,397
BOYS & GIRLS CLUB OF SE MICHIGAN 26777 HALSTED ROAD SUITE 100 FARMINGTON HILLS,MI48331	NONE	PC	PROVIDES VARIOUS YOUTH DEVELOPMENT PROGRAMS	110,397
CENTRAL UNTIED METHODIST CHURCH 21 EAST ADAMS DETROIT,MI48226	NONE	PC	PROMOTE RELIGIOUS TEACHINGS	110,397
SALVATION ARMY CO MAJOR NORMAN MARSHALL 16130 NORTHLAND DRIVE SOUTHFIELD,MI48075	NONE	PC	MEET HUMAN NEEDS	110,397
WAYNE STATE UNIVERSITY 5475 WOODWARD DETROIT,MI48202	NONE	PC	SCHOLARSHIPS	110,397
Total ................................. 3a				551,985

bApproved for future payment

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

Form 990-PF (2023)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	191,402
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....			14	150
8 Gain or (loss) from sales of assets other than inventory ............			18	285,289
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aUSER FEE REFUND			01	500
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		477,341	0

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

477,341

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2023)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING & TAX PREP FEES	11,570	0		0

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AFLAC INC 1.125% 3/15/2026-2026	14,985	13,844
AFLAC INC 2.875% 10/15/2026-2026 001055AQ5	9,765	9,499
AIR PRODUCTS & CHEMICAL INC 1.5% 10/15/2025-2025 009158BB1	11,997	11,351
AMEREN ILLINOIS COMPANY 1.55% 11/15/2030-2030	5,975	4,880
AMERICAN EXPRESS CO 4.989% 05/26/2033-2032 025816CX5	10,000	9,953
AMERICREDIT AUTOMOBILE RECEIVABL BACKED NT CLB 2.24% 6/19/2023	14,000	13,368
AMGEN INC 2% 01/15/2032-2031	10,938	9,020
AMGEN INC 5.15% 03/02/2028-2023	5,005	5,119
APTIV PLC / APTIV CORP 3.25% 03/01/2032-2031 00217GAB9	4,376	4,417
ARROW ELECTRONICS INC 6.125% 03/01/2026-2024	15,998	16,019
AT&T INC 4.25% 03/01/2027-2026 00206RDQ2	6,423	5,933
BANK NEW YORK MELLON CORP MEDIUM 2.6% 02/07/2022-2022 06406RAA5	4,998	4,799
BANK NEW YORK MELLON CORP MEDIUM 3.25% 05/16/2027-2027 06406RAD9	9,550	9,584
BEST BUY INC 4.45% 10/01/2028-2028 08652BAA7	9,937	9,933
BK OF AMERICA CORP FR 2.572% 10/20/2032-2031 06051GKD0	12,951	10,778
BK OF AMERICA CORP FR 3.419% DTD 12/20/2017 3.419% 12/20/2028	13,869	12,245
BK OF AMERICA CORP FR 4.2% 08/26/2024	17,119	15,850
BROADCOM CORP / BROADCOM CAYMAN 3.875% 01/15/2027-2026 11134LAH2	11,650	10,735
CAMDEN PPTY TR 4.1% 10/15/2028-2028 133131AW2	6,615	5,834
CAPITAL ONE FINL CORP GLBL FLT 4.927% 05/10/2028-2027 14040HCS2	6,000	5,897
CFCRE 2016-C3 MTG TR CMO 3.597% 01/10/2048	9,521	9,182
CFCRE 2016-C4 MTG TR CMO 3.283% 05/10/2058 12531YAN8	11,188	10,457
CHEVRON U.S.A. INC. 3.85% 01/15/2028-2027 166756AL0	11,624	9,862
CHURCH & DWIGHT SR NT 2.3% 12/15/2031-2031 17136MAAD	3,992	3,399
CITIGROUP COML MTG TR 2015-GC29 CMO 3.192% 04/10/2048	9,591	9,662
CITIGROUP COML MTG TR 2015-P1 CMO 3.717% 09/17/2048	10,527	9,664
CITIGROUP COML MTG TR 2016-P4 CMO 2.902% 07/12/2049	19,325	18,733
CITIGROUP INC 2.752% 06/03/2031 172967MS7	8,169	6,834
CITIGROUP INC 3.887% 01/10/2028-2027 172967LD1	11,864	10,637
CITIGROUP INC 4.45% 09/29/2027 172967KA8	4,301	3,908
COMCAST CORP 2.65% 02/01/2030-2029 20030NDA6	15,976	14,404
COMM 2015-CCRE25 MTG TR CMO 3.759% 08/10/2048	12,573	11,605
COSTCO WHOLESALE 1.6% 04/20/2030-2030 22160KAP0	13,976	11,993
CSAIL 2015-C2 COML MTG TR CMO 3.504% 06/15/2057	10,095	9,673
CSAIL 2015-C4 COML MTG TR CMO 3.8079% 11/18/2048	9,460	9,665
DELL INTERNATIONAL L.L.C. AND EM 5.25% 02/01/2028	5,997	6,149
EDWARDS LIFESCIENCES CORP 4.3% 06/15/2028-2028 28176EAD0	4,523	3,937
ELEVANCE HEALTH INC 2.375% 01/15/2025-2024 036752AJ2	5,140	4,856
ENERGY TRANSFER PARTNERS L P NEW 3.75% 05/15/2030-2030 29278NAQ6	10,492	11,144
ESTEE LAUDER COS INC 3.15% 03/15/2027-2026 29736RAJ9	4,054	3,826
FEDERAL HOME LN MTG CORP MULTICL CMO 1.25% 12/15/2027	4,626	4,544
FEDERAL HOME LN MTG CORP MULTICL CMO 2.5% 07/15/2039	10,685	10,199
FEDERAL HOME LN MTG CORP MULTICL CMO 2.5% 09/15/2045	2,812	2,655
FEDERAL HOME LN MTG CORP MULTICL CMO 3% 12/15/2028	10,757	10,243
FEDERAL HOME LOAN MTG CORP 4.000 2052-10-01 USD 4% 10/01/2052	34,020	34,990
FEDERAL NATL MTG ASSN CMO 3% 02/25/2049	4,953	4,472
FEDERAL NATL MTG ASSN GTD MTG PA 2.500 2040-07-01 USD 2.5%	16,181	13,745
FEDERAL NATL MTG ASSN GTD MTG PA POOL NBR AB0462 6% 02/01/2037 31416VQQ0	3,430	3,025
FEDERAL NATL MTG ASSN GTD REMIC CMO 2.5% 06/25/2030 3136ANJ81	7,066	6,856
FEDERAL NATL MTG ASSN GTD REMIC CMO 2.75% 09/25/2042	4,430	4,194
FEDERAL NATL MTG ASSN GTD REMIC CMO 4.5% 05/25/2040 31397QHQ4	3,898	3,647
FNMA PASS-THRU I 4.000 2052-05-01 USD 4% 05/01/2052	29,780	30,460
FNMA PASS-THRU I MBS 4.5%	27,882	27,741
GENERAL MILLS INC 4.95% 03/29/2033-2032	9,980	10,138
GENERAL MTRS FINL CO INC 5.85% 04/06/2030-2030	9,980	10,313
GOLDMAN SACHS 4.223% 05/01/2029-2028 38141GWZ3	12,908	10,641
GOLDMAN SACHS GROUP INC 3.5% 01/23/2025-2024 38148LAC0	10,143	9,806
GOVERNMENT NATL MTG ASSN CMO 1.75% 11/20/2044 38380AMM6	6,929	6,632
GS MTG SECS TR 2015-GC30 CMO 3.382% 05/10/2050	10,388	9,655
GS MTG SECS TR 2016-GS2 CMO 3.05% 05/10/2049	10,355	9,459
HOME DEPOT INC 2.5% 04/15/2027-2027 437076CA8	7,961	7,536
HONEYWELL 1.95% 06/01/2030-2030 438516BZ8	10,988	9,528
IDEX CORP 2.625% 6/15/2031-2031	10,122	8,503
INTEL CORP 3.4% 03/25/2025-2025 458140BP4	7,988	7,864
INTUIT INC .95% 07/15/2025-2025 46124HAB2	9,992	9,423
JPMBB COML MTG SECS TR 2015-C31 CMO 3.8014% 08/15/2048	8,636	8,015
JPMBB COMMERCIAL MORTGAGE CMO 3.2274% 10/15/2048	12,395	11,562
JPMCC COML MTG SECS TR 2016-JP2 CMO 2.8218% 08/15/2049	19,926	18,613
JPMORGAN CHASE & CO 2.545%	7,000	5,841
JPMORGAN CHASE & CO 3.509%	24,500	21,794
JPMORGAN CHASE & CO 5.717% 09/14/2033-2032 46647PDK9	7,000	7,243
KITE RLTY GROUP LP 4%	7,461	6,614
LAM RESH CORP 4% 03/15/2029-2028 512807AU2	6,392	5,920
LYB INTERNATIONAL FIN 5.625% 05/15/2033 CALLABLE	8,980	9,402
MAGNA INTL INC SR NT 3.625% 06/15/2024-2024 559222AQ7	20,100	19,810
MASTERCARD INC 3.35% 03/26/2030-2029 57636QAP9	9,981	9,537
MORGAN STANLEY 3.125% 07/27/2026 61761J3R8	10,027	9,575
MORGAN STANLEY 4.431% 01/23/2030-2029 6174468G7	9,656	8,766
MORGAN STANLEY BK AMER MERRILL L CMO 3.72% 12/15/2049	10,476	9,497
NEXTERA ENERGY CAP HLDGS INC 5% 07/15/2032-2032 65339KCJ7	8,993	9,044
NIKE INC 2.375% 11/01/2026-2026 654106AF0	14,979	14,236
NIKE INC 2.85% 03/27/2030-2029 654106AK9	14,611	12,872
NORTHERN TRUST CORP 3.95% 10/30/2025 665859AP9	10,299	9,826
NSTAR ELECTRIC CO 3.25% 11/15/2025-2025 67021CAK3	20,055	19,355
NUCOR CORP 2% 06/01/2025-2025 670346AR6	4,992	4,800
NVIDIA CORP 3.2% 09/16/2026-2026 67066GAE4	15,567	15,565
O REILLY AUTOMOTIVE INC NEW 4.7% 06/15/2032-2022 67103HAL1	5,992	5,935
OKLAHOMA GAS & ELEC 3.25% 04/01/2030-2029 678858BV2	9,995	9,114
OSHKOSH CORP 3.1% SNR PIDI NTS 01/03/2030 USD (SEC REGD) 3.1% 03/01/2030-202	4,078	3,596
PFIZER INVT ENTERPRISES SR GLBL NT 33 DTD 5/19/2023 4.75% 5/19/2033	11,982	12,027
PHYSICIANS RLTY LP 2.625%	3,992	3,291
PIONEER NATURAL RESOURCES CO 1.9% 08/15/2030-2030 723787AQ0	7,936	6,792
PRICELINE.COM 3.65% 3/15/2025-2024	15,008	13,780
PRINCIPAL FINANCIAL GROUP 5.375% 03/15/2033-2032	8,990	9,203
PUBLIC SERVICE ELCT & GAS .95%	6,985	6,469
PULTE 5% 1/1/2027-2026	8,173	7,034
REGENERON PHARMACEUTICALS INC 1.75% 09/15/2030-2030 75886FAE7	9,990	8,222
REGIONS FINL CORP 1.8%	6,982	5,996
REXFORD INDUSTRIAL REALTY L P 2.15% 09/01/2031-2031 76169XAB0	5,610	4,802
ROCKWELL 2.875% 03/01/2025-2024 773903AG4	18,815	17,586
ROSS STORES INC SR NT 3.375% 09/15/2024-2024 778296AA1	15,031	14,777
SANTANDER DRIVE AUTO RECEIVABLES	3,204	3,176
SANTANDER DRIVE AUTO RECEIVABLES	8,965	8,800
SANTANDER DRIVE AUTO RECEIVABLES	1,473	1,468
SPIRIT RLTY L P 3.2% 01/15/2027-2026 84861TAE8	16,042	16,083
STATE STREET CORP 3.55% 08/18/2025 857477AT0	14,733	14,717
TARGET CORP 2.25% 04/15/2025-2025 87612EBL9	8,985	8,727
TJX 1.15% 05/15/2028-2028 872540AV1	11,977	10,493
T-MOBILE USA INC 3.875% 04/15/2030-2030 87264ABF1	7,324	7,586
TORCHMARK CORP 4.55% 09/15/2028-2028 891027AS3	10,598	9,916
TRUIST FIN CORP 1.887% 6/7/2029	5,000	4,321
TYSON FOODS INC 3.55% 06/02/2027-2027 902494BC6	7,773	7,626
VERIZON COMMUNICATIONS 3.15% 03/22/2030-2029 92343VFE9	2,991	2,742
VERIZON COMMUNICATIONS 3.376% 02/15/2025 92343VEN0	13,751	12,756
VODAFONE GROUP PLC 4.375% 5/30/2028	3,412	2,992
WEC ENERGY GROUP INC 5.15% 10/01/2027-2027 92939UAJ5	14,969	15,216
WELLS FARGO & CO SR NT 2.879% 10/30/2030-2029 95000U2G7	10,728	9,779
WELLS FARGO COML MTG TR 2015-C30 CMO 3.664% 09/15/2058 94989NBE6	10,300	9,681
WELLS FARGO COML MTG TR 2017-RC1 CMO 3.631% 01/15/2060 95001FAX3	9,356	9,521
WELLS FARGO COMPANY 4.3% 07/22/2027 94974BGL8	13,249	11,740

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Name of Stock	End of Year Book Value	End of Year Fair Market Value
1ST CTZNS BANCSHS INC	11,403	11,352
ADOBE SYS INC	18,582	19,091
AGCO CORP 001084102	17,086	16,148
ALLISON TRANSMISSION HLDGS INC	11,474	11,223
ALPHABET INC CL A 02079K305	35,992	99,739
ALPHABET INC CL C 02079K107	11,366	109,925
AMAZON COM INC 023135106	36,047	61,232
AMERIPRISE FINL INC 03076C106	16,568	30,766
AMPHASTAR PHARMACEUTICALS INC DE	25,632	30,368
APPLE INC 037833100	5,801	101,271
ARISTA NETWORKS INC 040413106	11,019	21,196
AUTOZONE INC	27,067	28,442
AXOS FINANCIAL INC 05465C100	15,525	20,803
BADGER METER INC	11,160	12,504
BANCORP INC/THE 05969A105	18,872	28,264
BELLRING BRANDS INC	11,805	16,241
BERKLEY W R 084423102	21,036	79,277
BERKLEY W R 084423102	19,072	19,872
BERKSHIRE HATHAWAY INC CL B 084670702	13,869	77,752
BOOKING HLDGS INC 09857L108	34,973	88,681
BOOKING HLDGS INC 09857L108	18,268	24,831
BROADCOM INC 11135F101	6,335	27,906
BROOKFIELD CORP CL A LTD VT SH 11271J107	70,048	103,149
CADENCE DESIGN SYS 127387108	13,152	34,319
CASEYS GENERAL STORES	14,953	18,682
CENCORA INC.	21,133	29,575
CHUBB LTD	18,885	19,662
CISCO SYS INC	27,342	26,321
CLARIVATE ANALYTICS PLC G21810109	95,629	55,319
COMFORT SYSTEM USA INC	17,590	24,475
COREBRIDGE FINANCIAL INC.COM	11,504	14,014
DARLING INTL INC.	16,554	12,460
DIAGEO PLC SPNSRD ADR NEW 25243Q205	61,886	76,326
DIAMONDBACK ENERGY INC 25278X109	21,003	24,503
DUN BRADSTREET HOLDINGS INC COM 26484T106	101,065	48,007
ELEVANCE HEALTH INC	19,874	19,806
EMCOR GROUP INC	27,304	28,006
ENSIGN GROUP INC	23,969	30,184
EOG RESOURCES INC.	22,308	23,948
FABRINET	11,650	21,698
FACEBOOK INC	9,702	11,681
FASTENAL CO 311900104	28,598	90,419
FISERV INC	24,023	27,365
GLOBE LIFE INSURANCE 37959E102	25,836	27,509
GRAINGER W W INC	10,844	13,259
GXO LOGISTICS INCORPORATED COMMON STOCK	7,311	15,107
HALLIBURTON CO 406216101	13,134	13,014
HCA HLDGS INC COM	19,359	20,301
ILLINOIS TOOL WORKS INC WKS INC 452308109	26,629	112,634
INTERACTIVE BROKERS GROUP INC 45841N107	16,838	19,647
JANUS INTERNATIONAL GROUP INC COMMON STOCK	11,670	13,350
JPMORGAN CHASE & CO 46625H100	33,447	45,417
KEYSIGHT TECHNOLOGIES INC	91,377	91,795
KINSALE CAP GROUP INC	11,094	12,392
LILLY ELI & CO	35,369	50,131
LINDE PLC SHS	9,601	9,857
LOWES COS INC 548661107	22,678	111,275
LPL FINL HLDGS INC 50212V100	19,213	18,665
MARKEL CORP (HOLDING CO) 570535104	32,725	92,293
MARTIN MARIETTA MATERIALS INC	40,283	48,893
MASCO CORP 574599106	82,223	113,196
MASTERCARD INC 57636Q104	11,803	81,463
MATADOR RES CO	16,025	23,369
MCDONALDS CORP 580135101	29,088	30,244
MCKESSON CORP	24,941	29,168
MEDPACE HLDGS INC	11,811	12,874
MGP INGREDIENTS INC	20,953	18,423
MICROCHIP TECHNOLOGY INC 595017104	9,210	11,633
MICROSOFT CORP 594918104	25,112	118,829
NETFLIX.COM INC	9,882	11,198
NEW YORK TIMES CO CLASS A	19,083	21,017
NMI HLDGS INC -CLASS A 629209305	12,298	19,826
NOVO NORDISK A S ADR	20,343	27,104
NVIDIA CORP 67066G104	13,986	40,608
NXP SEMICONDUCTORS NV N6596X109	33,240	87,967
O REILLY AUTOMOTIVE INC NEW	25,093	26,602
ON SEMICONDUCTOR CORP 682189105	9,477	10,942
ORACLE CORPORATION 68389X105	39,341	85,187
PEPSICO INC 713448108	38,167	80,164
S&P GLOBAL INC 78409V104	54,455	107,487
SAIA INC COM	19,572	21,911
SCHLUMBERGER LTD 806857108	8,887	12,073
SERVICENOW INC	11,663	14,836
SHIFT4 PAYMENTS INC CL A	12,088	13,530
STARBUCKS CORP 855244109	62,016	93,130
STARBUCKS CORP 855244109	20,688	20,066
STRYKER CORP	8,104	12,278
STRYKER CORP 863667101	25,233	79,956
SUMMIT MATLS INC CL A	7,246	11,615
TEREX CORP NEW	19,656	17,870
TESLA MTRS INC.	9,508	9,194
THE CIGNA GROUP	8,266	11,379
THERMO FISHER SCIENTIFIC INC 883556102	15,140	105,096
TJX COMPANIES INC NEW 872540109	19,966	83,209
T-MOBILE US INC	10,976	12,025
TOPBUILD CORP	15,574	20,959
UNITED RENTALS INC	14,801	23,510
VERRA MOBILITY CORPORATION 92511U102	17,777	24,573
VISA INC CL A 92826C839	32,984	39,573
WABTEC CORP	11,767	12,563
YELP INC	28,022	29,256
ZOETIS INC	12,488	13,026

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

US Government Securities - End of Year Book Value:

913,083

US Government Securities - End of Year Fair Market Value:

898,944

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

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

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ARTISAN GLOBAL EQUITY FD INV 04314H816	AT COST	1,038,845	1,055,695
INVESCO DEVELOPING MARKETS FUND CLASS Y	AT COST	307,316	443,811
ISHARES TR 2000 464287655	AT COST	361,850	622,602
ISHARES RUSSELL MIDCAP INDEX 464287499	AT COST	424,009	801,552
ISHARES TR IBOND 0-3 MONTH TREASURY BOND ETF	AT COST	5,015	5,014
SELECT SECOTR SPDR TECHNOLOGY	AT COST	37,091	44,655
SELECT SECTOR SPDR CONSUMER STAPLES	AT COST	22,748	25,281
SIMON PROPERTY GROUP INC	AT COST	16,288	17,973
SKYBRIDGE MULTI ADV CHB002905	AT COST	1,505,650	940,717
SKYBRIDGE UBS CASH CHB043388	AT COST	95,972	95,971
VICI PPTYS INC	AT COST	21,774	21,519

- TIN:

TY 2023 LegalFeesSchedule

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	3,576	0		0

- TIN:

TY 2023 OtherExpensesSchedule

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MGMT FEES	77,576	77,576		0

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
MISCELLANEOUS INCOME	150	150	150
USER FEE REFUND	500		500

- TIN:

TY 2023 OtherLiabilitiesSchedule

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Description	Beginning of Year - Book Value	End of Year - Book Value
CASH OVERDRAFT	33,930	21,501