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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE RUSSELL BENTON LEE JR CHARITABLE
TRUST
Number and street (or P.O. box number if mail is not delivered to street address)200 W 1ST ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINSTONSALEM, NC27101
A Employer identification number

85-4232783
B Telephone number (see instructions)

(336) 860-0800
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$8,333,351J 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... 257,193 257,193  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 507,084
b Gross sales price for all assets on line 6a 7,400,293
7 Capital gain net income (from Part IV, line 2)... 507,084
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,182 0  
12 Total. Add lines 1 through 11........ 765,459 764,277  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 88,668 0   88,668
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,790 0   20,790
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
80,022 80,022   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,959 677   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
385 385   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 203,824 81,084   109,458
25 Contributions, gifts, grants paid....... 330,000 330,000
26 Total expenses and disbursements. Add lines 24 and 25 533,824 81,084   439,458
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 231,635
b Net investment income (if negative, enter -0-) 683,193
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 1,471,812 238,172 238,172
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
556,932 		556,932
b Investments—corporate stock (attach schedule)....... 6,300,746 Click to see attachment
List of Attached Documents:
// Content
5,326,281 		5,326,281
c Investments—corporate bonds (attach schedule)....... 69,456 Click to see attachment
List of Attached Documents:
// Content
2,210,966 		2,210,966
11 Investments—land, buildings, and equipment: basis right arrow1,000
Less: accumulated depreciation (attach schedule) right arrow     1,000 1,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 7,842,014 8,333,351 8,333,351
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,842,014 8,333,351
29 Total net assets or fund balances (see instructions)..... 7,842,014 8,333,351
30 Total liabilities and net assets/fund balances (see instructions). 7,842,014 8,333,351
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
7,842,014
2
Enter amount from Part I, line 27a .....................
2
231,635
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
259,702
4
Add lines 1, 2, and 3 ..........................
4
8,333,351
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,333,351
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,400,293   6,893,209 507,084
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       507,084
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 507,084
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 9,496
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 9,496
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 9,496
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,400
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 2,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 7,096
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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNC
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 2024 or the taxable year beginning in 2024? 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 arrowMR JIM CREAMER Telephone no.right arrow (336) 972-4610

Located atright arrow200 W 1ST STWINSTONSALEMNC ZIP+4right arrow27101
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
JIM CREAMER TRUSTEE
20.00 		88,668 0 0
200 W 1ST ST
WINSTONSALEM,NC27101
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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
6,201,901
b
Average of monthly cash balances.......................
1b
2,203,312
c
Fair market value of all other assets (see instructions)................
1c
1,000
d
Total (add lines 1a, b, and c).........................
1d
8,406,213
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
8,406,213
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
126,093
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,280,120
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
414,006
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
414,006
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,496
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,496
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
404,510
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
404,510
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
404,510
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
439,458
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
439,458
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 404,510
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 369,963
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 439,458
a Applied to 2023, but not more than line 2a 369,963
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 2024 distributable amount..... 69,495
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		335,015
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 (2024)
Form 990-PF (2024)
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

CAROLINA THEATRE OF GREENSBORO

310 SOUTH GREENE ST
GREENSBORO,NC27401 		  PC TO SUPPORT ARTS IN THE COMMUNITY. 25,000

PRESERVATION GREENSBORO

447 WEST WASHINGTON ST
GREENSBORO,NC27401 		  PC TO SUPPORT ONGOING MAINTENANCE OF BLANDWOOD MANSION, PRESERVE LANDMARKS IN GREENSBORO, NC, AND TO HELP PROVIDE FOR OPERATING EXPENSES ASSOCIATED WITH PRESERVATION GREENSBORO, INC. 100,000

REYNOLDA HOUSE INC

2250 REYNOLDA RD
WINSTONSALEM,NC27106 		  PC TO SUPPORT THE AMERICAN CONTRY HOME AND PREMIER COLLECTION OF AMERICAN ART. 80,000

THE HISTORIC PRESERVATION FOUNDATION OF NORTH CAROLINA INC

814 OBERLIN RD
RALEIGH,NC27605 		  PC TO PROTECT AND PROMOTE BUILDINGS, SITES AND LANDSCAPES IMPORTANT TO THE DIVERSE HISTORY OF NORTH CAROLINA. 100,000

OLD SALEM INC

600 S MAIN STREET
WINSTON SALEM,NC27101 		  PC TO SUPPORT THEPRESERVATIONANDINTERPRETATIONOFTHEHISTORYANDMATERIALCULTUREOFTHEEARLYAMERICANSOUTHAND THEMORAVIANTOWNOFSALEM. 25,000
Total .................................right arrow 3a 330,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 257,193  
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 ............ 		    18 507,084  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURN OF CAPITAL 		    01 1,182  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 765,459 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
765,459
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 20,790 0   20,790

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
Name of Bond End of Year Book Value End of Year Fair Market Value
SPDR BLOOMBERG 1-3 MONTH ETF 95,087 95,087
UNIFORM MBS POOL SD8188 2.00000% 36,198 36,198
UNIFORM MBS POOL MA4578 2.50000% 46,131 46,131
UNIFORM MBS POOL MA4653 3.00000% 18,828 18,828
UNIFORM MBS POOL SD8226 3.50000% 47,593 47,593
UNIFORM MBS POOL SD8257 4.50000% 16,252 16,252
UNIFORM MBS POOL SD8368 6.00000% 18,786 18,786
FS KKR CAP CORP NOTE CALL MAKE WHOLE 3.40000% 7,845 7,845
ARES CAPITAL CORP NOTE CALL MAKE WHOLE 2.15000% 15,298 15,298
BLUE OWL CAPITAL CORPORATION NOTE 3.40000% 13,564 13,564
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 1.04000% 14,411 14,411
KINDER MORGAN INC DEL. NOTE 4.30000% 11,776 11,776
MORGAN STANLEY SER I MTN 6.29600% 7,257 7,257
CHARTER COMMUNICATIONS OPER 5.05000% 11,742 11,742
GENERAL MTRS FINL CO INC NOTE 4.30000% 11,588 11,588
BIOGEN INC NOTE CALL MAKE WHOLE 2.25000% 12,967 12,967
URUGUAY BOND CALL MAKE WHOLE 4.37500% 18,411 18,411
AIR LEASE CORP SER A MTN 2.875110% 11,079 11,079
CELANESE US HLDGS LLC NOTE 6.37900% 8,126 8,126
CVS HEALTH CORP NOTE CALL MAKE WHOLE 5.25000% 10,545 10,545
TELEFONICA EMISONES SA NOTE 7.04500% 4,397 4,397
MEXICO(UNITED MEXICAN STATES! MTN 6.05000% 11,097 11,097
SOUTHERN COPPER CORP NOTE CALL MAKE WHOLE 6.75000% 11,775 11,775
EXELON CORP NOTE CALL MAKE WHOLE 4.70000% 6,750 6,750
BIOGEN INC NOTE CALL MAKE WHOLE 3.151100% 9,459 9,459
BOEING CO NOTE CALL MAKE WHOLE 5.805110% 13,022 13,022
WHIRLPOOL CORP NOTE CALI MAKE WHOLE 4.60000% 9,814 9,814
STARBUCKS CORP NOTE CALL MAKE WHOLE 3.50000% 4,836 4,836
DICKS SPORTING GOODS INC NOTE 4.10000% 13,880 13,880
CHARTER COMMUNICATIONS OPER 5.50000% 6,365 6,365
LOOMIS SAYLES HIGH INC OPPRTS INSTL CL 145,144 145,144
LOOMIS SAYLES SECURITIZED ASSET I 232,108 232,108
NAVIGATOR TACTICAL FIXED INCOME CL I 345,460 345,460
PIONEER MULTI-ASSET INCOME FUND CLY 623,443 623,443
ISHARES TR IBOXX HI YO ETF 219,669 219,669
SPDR BLOOMBERG HIGH YIELD BOND ETF 99,002 99,002
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND 21,261 21,261

TY 2024 InvestmentsCorpStockSchedule
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
Name of Stock End of Year Book Value End of Year Fair Market Value
AMERICAN EXPRESS CO COM 62,623 62,623
AMGEN INC 78,192 78,192
CATERPILLAR INC COM 77,993 77,993
CHEVRON CORP NEW COM 48,521 48,521
CME GROUP INC COM 76,404 76,404
DUKE ENERGY CORP NEW COM NEW ISIN 32,322 32,322
FREEPORT-MCMORAN INC COM USD0.10 46,267 46,267
GOLDMAN SACHS GROUP INC COM USD0.01 79,594 79,594
HOME DEPOT INC 77,798 77,798
HONEYWELL INTERNATIONAL INC COM 77,932 77,932
INTERNATIONAL BUS MACH CORP COM USD0.20 61,552 61,552
JPMORGAN CHASE & CO 79,104 79,104
MARATHON PETROLEUM CORP COM 33,480 33,480
MCDONALD S CORP 30,439 30,439
MERCK & CO. INC COM 31,834 31,834
META PLATFORMS INC CLASS A COMMON STOCK 46,255 46,255
MICROSOFT CORP 75,870 75,870
PROCTER AND GAMBLE CO COM 62,869 62,869
RTX CORPORATION COM 31,245 31,245
TJX COMPANIES INC 62,217 62,217
UNITEDHEALTH GROUP INC 79,926 79,926
VERIZON COMMUNICATIONS INC 47,188 47,188
VISA INC 79,010 79,010
31 GROUP UNSP ADR 12,837 12,837
ABBVIE INC COM 4,265 4,265
ACUITY BRANDS INC 36,224 36,224
ADYEN NV UNSPON ADS EACH REP 0.01 ORD 5,717 5,717
AEROVIRONMENT INC COM 11,542 11,542
AIRBNB INC COM 9,462 9,462
ALPHABET INC CAP STK CL A 69,284 69,284
ALPHABET INC CAP STK CL C 14,093 14,093
AMAZON.COM INC 146,114 146,114
AMERICAN HEALTHCARE REIT INC COM 5,059 5,059
AMERICAN HOMES 4 RENT 9,430 9,430
AMERICAN INTERNATIONAL GROUP INC 6,989 6,989
AMERICAN TOWER CORP NEW COM 27,695 27,695
AMERICOLD REALTY TRUST INC COM 5,949 5,949
AMPHENOL CORP CLASS A COM 3,334 3,334
APOLLO GLOBAL MGMT INC COM 10,405 10,405
APPLE INC 36,311 36,311
APPLOVIN CORP COM CL A 62,175 62,175
ARISTA NETWORKS INC COM 7,958 7,958
ARTHUR J. GALLAGHER & CO. ISIN 15,896 15,896
ASML HOLDING NV EURO.09 NY REGISTRY SHS 4,852 4,852
ASTERA LABS INC COM 5,033 5,033
ASTRAZENECA PLC SPON ADR 13,759 13,759
AVALONBAY COMMUNITIES INC COM 18,477 18,477
AVISTA CORP 52,601 52,601
BALCHEM CORP 15,974 15,974
BALL CORP COM 3,694 3,694
BANK AMERICA CORP 12,702 12,702
BANK OZK LITTLE ROCK ARK COM 18,970 18,970
BIONTECH SE SPON ADS 798 798
BJS WHSL CLUB HLDGS INC COM 6,076 6,076
BOOZ ALLEN HAMILTON HLDG CORP CL A 5,148 5,148
BOSTON SCIENTIFIC CORP 7,949 7,949
BROADCOM INC COM 40,572 40,572
BROADSTONE NET LEASE INC COM 4,520 4,520
BROOKFIELD ASSET MANAGEMENT LTD CLASS A 4,118 4,118
BROOKFIELD CORPORATION CLASS A LTD 50,843 50,843
BUILDERS FIRSTSDURCE INC 23,012 23,012
CADENCE DESIGN SYSTEMS INC COM 42,665 42,665
CAMECO CORP COM 7,195 7,195
CANADIAN PAC KANSAS CITY LTD 5,717 5,717
CAPITAL ONE FINANCIAL CORP COM 10,343 10,343
CARS COM INC COM 17,330 17,330
CENTURY COMMUNITIES INC 20,101 20,101
CHAMPIONX CORPORATION COM 17,184 17,184
CHARTER COMMUNICATIONS INC NEW CL A 3,085 3,085
CHORD ENERGY CORPORATION COM NEW 27,009 27,009
CITIGROUP INC 13,585 13,585
COCA-COLA CO 8,467 8,467
COMFORT SYSTEMS USA INC 21,203 21,203
COMMUNITY FINANCIAL SYSTEM INC COM 18,381 18,381
CONOCOPHILLIPS COM 7,239 7,239
CONSTRUCTION PARTNERS INC COM CL A 17,957 17,957
COPART INC COM USD0.0001 21,120 21,120
CORE SCIENTIFIC INC NEW COM 5,465 5,465
CORTEVA INC COM 10,879 10,879
COSTAR GROUP INC 18,470 18,470
COUSINS PPTYS INC COM NEW 5,454 5,454
CRANE NXT CO COM 24,744 24,744
CURTISS-WRIGHT CORP 53,231 53,231
CYBERARK SOFTWARE LTD COM 26,319 26,319
DANAHER CORPORATION COM 34,433 34,433
DATADOG INC CL A COM 9,145 9,145
DELTA AIR LINES INC 13,068 13,068
DIGITAL REALTY TRUST INC 12,236 12,236
DONNELLEY FINL SOLUTIONS INC COM 12,421 12,421
DRAFTKINGS INC NEW COM CL A 3,497 3,497
EASTMAN CHEM CO COM 4,018 4,018
EATON CORPORATION PLC 6,306 6,306
ELI LILLY &CO COM 6,176 6,176
EMCOR GROUP INC COM 41,305 41,305
ENCOMPASS HEALTH CORP COM 26,135 26,135
ENOVIS CORPORATION COM 46,820 46,820
ENTEGRIS INC 7,826 7,826
EOUINIX INC COM 29,230 29,230
EQUITY LIFESTYLE PROPERTIES INC 5,594 5,594
EQUITY RESIDENTIAL SBI 8,826 8,826
ESSEX PROPERTY TRUST INC COM 6,280 6,280
EXTRA SPACE STORAGE INC 16,755 16,755
EXXON MOBIL CORP COM 12,155 12,155
FABRINET COM 42,217 42,217
FEDEX CORP COM 7,877 7,877
FERRARI N V EURO.01 NEW 6,373 6,373
FIRST CITIZENS BANCSHARES INC 54,939 54,939
FREEPORT-MCMORAN INC COM 6,169 6,169
FRESHPET INC COM 5,480 5,480
GAMING & LEISURE P COM 14,304 14,304
GARTNER INC COM 10,658 10,658
GATES INDUSTRIAL CORPORATION PLC COM 32,850 32,850
GE AEROSPACE COM NEW 11,675 11,675
GE VERNOVA INC COM 8,223 8,223
GENERAL MTRS CO COM 6,925 6,925
GFL ENVIRONMENTAL INC. COM 27,526 27,526
GLOBAL-E ONLINE LTD COM 15,377 15,377
GO DADDY INC CL A 10,263 10,263
GOLDMAN SACHS GROUP INC COM 13,743 13,743
GREIF INC 29,276 29,276
GROUP 1 AUTOMOTIVE INC 42,148 42,148
HEALTHPEAK PROPERTIES INC COM 7,500 7,500
HEICO CORP NEW CL A 29,215 29,215
HILTON WORLDWIDE HLDGS INC 40,287 40,287
IBEX CO INC 966 966
ICICI BANK LIMITED SPON ADR EACH REPR 2 9,436 9,436
ILLUMINA INC COM 8,018 8,018
INGERSOLL RAND INC COM 6,604 6,604
INSTALLED BUILDING PRODUCTS INC 38,029 38,029
INTERPARFUMS, INC 19,858 19,858
INTUIT INC 35,825 35,825
INTUITIVE SURGICAL INC 9,917 9,917
INVENTRUST PPTYS CORP COM 1,898 1,898
INVITATION HOMES INC COM 11,030 11,030
JOHN BEAN TECHNOLOGIES CORPORATION COM 26,183 26,183
JOHNSON CONTROLS INTERNATIONAL PLC COM 5,367 5,367
KILROY REALTY CORP 3,519 3,519
KKR &CO INC COM 29,286 29,286
LIBERTY ENERGY INC COM 61,102 61,102
LIBERTY MEDIA CORP DEL COM 7,598 7,598
LIFE TIME GROUP HOLDINGS INC COMMON 11,082 11,082
LINDE PLC COM EURO0.001 22,190 22,190
LINEAGE INC COM 2,167 2,167
LIVE OAK BANCSHARES INC COM 23,651 23,651
LPL FINANCIAL HOLDINGS INC 8,163 8,163
MARRIOTT VACATIONS WORLDWIDE C COM 2,245 2,245
MASTERCARD INCORPORATED CL A 46,865 46,865
MCKESSON CORP 15,387 15,387
MEITUAN UNSPON ADS 5,239 5,239
MERCADOLIBRE INC COM 6,802 6,802
MERIT MEDICAL SYSTEMS INC 39,172 39,172
META PLATFORMS INC CLASS A COMMON STOCK 37,473 37,473
MICROSOFT CORP 201,477 201,477
MOODYS CORP COM USD0.01 10,887 10,887
MORNINGSTAR INC 31,992 31,992
MSCI INC 12,600 12,600
NATERA INC COM 11,398 11,398
NATIONAL HEALTH INVESTORS INC 2,980 2,980
NEBIUS GROUP NV COM 13,102 13,102
NETFLIX INC 72,197 72,197
NETSTREIT CORP COM 1,670 1,670
NEXTERA ENFFIGY INC COM 5,520 5,520
NNN REIT INC COM 4,984 4,984
NOBLE CORPORATION PLC COM 19,499 19,499
NORLLTROP GRUMMAN CORP COM 7,039 7,039
NOVO NORDISK A/S ADR-EACH CNV INTO 1 10,924 10,924
NRG ENERGY INC 8,120 8,120
NVIDIA CORPORATION COM 111,729 111,729
NXP SEMICONDUCTORS 8,106 8,106
ORACLE CORP 11,331 11,331
OREILLY AUTOMOTIVE INC COM 23,716 23,716
OSI SYSTEMS INC 42,695 42,695
PHILIP MORRIS INTERNATIONAL INC COM 6,980 6,980
PIPER SANDLER COMPANIES COM 14,697 14,697
POOL CORP COM 27,957 27,957
PORTLAND GENERAL ELECTRIC CO 50,730 50,730
PPL CORP COM 6,070 6,070
PROGRESSIVE CORP COM 38,817 38,817
PROLOGIS INC. COM 18,709 18,709
PUIG BRAND SA UNSPON ADS 5,326 5,326
PULTE GROUP INC COM 6,861 6,861
QUALCOMM INC 5,377 5,377
REGENERON PHARMACEUTICALS INC 4,986 4,986
REINSURANCE GRP OF AMERICA INC COM 7,477 7,477
REXFORD INDUSTRIAL REALTY 6,031 6,031
ROBINHOOD MKTS INC COM 3,055 3,055
ROPER TECHNOLGIES INC 19,234 19,234
RYMAN HOSPITALLLY PROPERTIES INC 6,260 6,260
S&P GLOBAL INC COM 10,459 10,459
SAAB AB UNSPN ADS 5,858 5,858
SABRA HEALTH CARE REIT INC COM 7,292 7,292
SANOFI ADR 7,379 7,379
SAUL CENTERS INC 698 698
SBA COMMUNICATIONS CORP NEW CL A 11,617 11,617
SCHWAB CHARLES CORP COM 26,644 26,644
SEA LIMITED ADS EACH REP ONE CLASS A ORD 14,430 14,430
SERVICENOW INC COM USD0.001 6,361 6,361
SHERWIN-WILLIAMS CO 7,478 7,478
SIMON PROPERTY GROUP INC 3,100 3,100
SOUTHWEST AIRLINES CO 8,707 8,707
SPOTIFY TECHNOLOGY S.A. COM 6,711 6,711
SPS COMM INC COM 25,023 25,023
STANDEX INTERNATIONAL CORP 34,032 34,032
SUNSTONE HOTEL INVESTORS INC 2,368 2,368
TAIWAN SEMICONDUCTOR MANUFACTURING SPON 39,103 39,103
TALEN ENERGY CORP COM 10,879 10,879
TERRENO REALTY CORP 6,091 6,091
TESLA INC COM 23,019 23,019
THERMO FISHER SCIENTIFIC INC 32,254 32,254
T-MOBILE US INC COM 5,297 5,297
TRANSDIGM GROUP INC 45,622 45,622
UFP TECHNOLOGIES INC 6,846 6,846
UNITED RENTALS INC 4,931 4,931
UNITEDHEALTH GROUP INC 17,705 17,705
UNITEO AIRLS HLOGS INC COM 7,574 7,574
US PHYSICAL THERAPY COM 20,847 20,847
VALERO ENERGY CORP COM 4,168 4,168
VENTAS INC 19,316 19,316
VERALTO CORP COM SHS 102 102
VERTEX INC CL A 6,443 6,443
VERTIV HOLDINGS CO COM 15,905 15,905
VICI PPTYS INC COM 12,034 12,034
VISA INC 72,373 72,373
VISTRA CORP COM 6,618 6,618
VONTIER CORPORATION COM 27,025 27,025
VORNADO REALTY TRUST COM 4,919 4,919
VULCAN MATERIALS CO 10,804 10,804
WALMART INC COM 14,366 14,366
WASTE CONNECTIONS INC 6,348 6,348
WELLTOWER INC COM 25,080 25,080
WEYERHAEUSER CO MTN BE COM 2,702 2,702
WISDOMTREE INC COM 17,335 17,335
YETI HLDGS INC COM 30,885 30,885
ZOETIS INC 19,062 19,062

TY 2024 InvestmentsGovtObligationsSch
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
US Government Securities - End of Year Book Value:

547,186
US Government Securities - End of Year Fair Market Value:

547,186
State & Local Government Securities - End of Year Book Value:


9,746
State & Local Government Securities - End of Year Fair Market Value:


9,746


TY 2024 OtherExpensesSchedule
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WIRE FEES 385 385   0


TY 2024 OtherIncomeSchedule2
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURN OF CAPITAL 1,182   1,182


TY 2024 OtherIncreasesSchedule
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
Description Amount
UNREALIZED GAIN/(LOSS) ON INVESTMENTS 259,702


TY 2024 OtherProfessionalFeesSchedule
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES 80,022 80,022   0


TY 2024 TaxesSchedule
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 13,122 0   0
FOREIGN TAXES 677 677   0
REAL ESTATE TAXES 160 0   0