TY 2024 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

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
HENRY M SELDON CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)2600 W BIG BEAVER ROAD SUITE 300
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
TROY, MI48084

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

$11,666,680J 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...	151,474		151,474
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,722,185
b	Gross sales price for all assets on line 6a 14,855,120
7	Capital gain net income (from Part IV, line 2)...			2,722,185
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	1,011	1,011
12	Total. Add lines 1 through 11........	2,874,670		2,874,670
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	2,008	0	0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	11,624	0	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,727	311	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	2,375		0	2,375
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	60,452	60,452	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	79,186		60,763	2,375
25	Contributions, gifts, grants paid.......	406,762			406,762
26	Total expenses and disbursements. Add lines 24 and 25	485,948		60,763	409,137
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	2,388,722
b	Net investment income (if negative, enter -0-)			2,813,907
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	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.........	77,994	637,819	639,418
	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)	913,083	List of Attached Documents: // Content 1,060,671	1,024,254
	b	Investments—corporate stock (attach schedule).......	2,383,485	List of Attached Documents: // Content 6,311,497	7,076,612
	c	Investments—corporate bonds (attach schedule).......	1,239,208	List of Attached Documents: // Content 769,415	746,727
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	3,836,558	List of Attached Documents: // Content 2,038,147	2,179,669
	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)	8,450,328	10,817,549	11,666,680
	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 21,501	List of Attached Documents: // Content 0
	23	Total liabilities (add lines 17 through 22).........	21,501	0
		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	-661,319	1,727,403
	29	Total net assets or fund balances (see instructions).....	8,428,827	10,817,549
	30	Total liabilities and net assets/fund balances (see instructions).	8,450,328	10,817,549

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

8,428,827

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

2,388,722

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

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

10,817,549

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 .

10,817,549

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
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	14,855,120	12,132,935	2,722,185
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			2,722,185
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	2,722,185
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	39,113
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	39,113
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	39,113
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	6,000
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	16,500
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	22,500
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	16,613
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

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 2024 or the taxable year beginning in 2024? 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

UBS FINANCIAL SERVICES Telephone no. right arrow

(734) 416-1025

Located at right arrow

730 PENNIMAN AVENUEPLYMOUTHMI ZIP+4 right arrow

48170

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 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)

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 2024? .............

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 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

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

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 2024? ..

Form 990-PF (2024)

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 (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 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 (2024)

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

10,889,538

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

158,371

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

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

11,047,909

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

11,047,909

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

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

165,719

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

10,882,190

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

544,110

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

544,110

Tax on investment income for 2024 from Part V, line 5 .......

39,113

Income tax for 2024. (This does not include the tax from Part V.) ...

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

39,113

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

504,997

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

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

504,997

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

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

504,997

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 ..........

409,137

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. .......

409,137

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					504,997
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	111,122
b From 2020......
c From 2021......	241,134
d From 2022......	44,030
e From 2023......	65,089
f Total of lines 3a through e ........		461,375
4Qualifying distributions for 2024 from Part
XI, line 4: $ 409,137
a Applied to 2023, 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 2024 distributable amount.....					409,137
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		95,860			95,860
(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		365,515
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 ..........					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 2019 not applied on line 5 or line 7 (see instructions) ...		15,262
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		350,253
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....	241,134
c Excess from 2022....	44,030
d Excess from 2023....	65,089
e Excess from 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 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) 2024	(b) 2023	(c) 2022	(d) 2021	(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 (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)		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	81,352
BOYS & GIRLS CLUB OF SE MICHIGAN 26777 HALSTED ROAD SUITE 100 FARMINGTON HILLS,MI48331	NONE	PC	PROVIDES VARIOUS YOUTH DEVELOPMENT PROGRAMS	81,352
CENTRAL UNTIED METHODIST CHURCH 21 EAST ADAMS DETROIT,MI48226	NONE	PC	PROMOTE RELIGIOUS TEACHINGS	81,352
SALVATION ARMY CO MAJOR NORMAN MARSHALL 16130 NORTHLAND DRIVE SOUTHFIELD,MI48075	NONE	PC	MEET HUMAN NEEDS	81,353
WAYNE STATE UNIVERSITY 5475 WOODWARD DETROIT,MI48202	NONE	PC	SCHOLARSHIPS	81,353
Total ................................. 3a				406,762

bApproved for future payment

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

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	(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	151,474
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	1,011
8 Gain or (loss) from sales of assets other than inventory ............			18	2,722,185
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		2,874,670	0

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

2,874,670

(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 (2024)

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 (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 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	11,624	0		0

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Name of Bond	End of Year Book Value	End of Year Fair Market Value
MORGAN STANLEY B/E RATE 04.000%	31,922	31,868
CITIGROUP INC RATE 03.700%	30,830	30,689
ROYAL BK OF CANADA NTS B/E RATE 04.650%	32,083	31,956
WELLS FARGO & CO NTS B/E	31,632	31,902
BANK OF AMER CORP NTS B/E RATE 03.384%	31,760	31,880
CITIGROUP INC PERP SR	7,957	7,962
BK OF AMER CORP NTS B/E RATE 01.197%	19,296	19,430
GOLDMAN SACHS GROUP INC. 0BP B/E	8,853	8,799
BANK OF AMER CORP NTS RATE 05.080%	6,016	6,017
GOLDMAN SACHS GROUP INC OATCALL@MW+15BP	31,782	31,477
US BANCORP NTS B/E RATE 04.653%	31,364	30,694
BRISTOL-MYERS SQUIBB CO CALL@MW+15BP	32,069	31,137
AT&T INC B/E 0BP	32,243	31,324
PNC FINANCIAL SERVICES NTS B/E	31,232	30,521
HOME DEPOT INC NTS B/E	31,996	31,066
CHARLES SCHWAB CORP NTS B/E	15,932	15,304
UNITED HEALTH GROUP INC CALL@MW+20BP	16,016	15,314
MORGAN STANLEY B/E 0.000%	6,690	6,508
ALLY FINL INC PERP PFD	9,022	8,722
ORACLE CORP B/E	7,342	7,047
CHARTER COMM OPT LLC/CAP	5,646	5,487
DUKE ENERGY CORP B/E	6,283	5,879
GOLDMAN SACHS GROUP INC 3.210%	3,168	2,919
MACY'S RETAIL HLDGS INC 4.300%	1,367	1,387
SIMON PPTY GROUP LP B/E 3.250%	5,844	5,382
BANK OF AMER CORP B/E 6.300%	3,069	3,017
AMER ELEC POWER CO B/E 3.250%	4,233	3,859
NASDAQ INC B/E 3.250%	5,843	5,358
BIOGEN INC B/E 3.150%	6,272	5,679
ARCH CAPITAL GROUP LTD 3.635%	5,447	4,996
PACIFIC GAS & ELEC B/E 3.500%	5,755	5,491
KINDER MORGAN INC NTS 3.250%	4,823	4,440
STARBUCKS CORP B/E 3.500%	5,330	4,847
VERIZON COMMUNICATIONS 2.875%	5,416	4,923
AMERICAN TOWER CORP B/E 2.950%	2,734	2,486
LYB INT FIN III B/E 3.625%	6,658	6,054
BERKSHIRE HATHAWAY 2.850%	3,364	3,042
ATHENE HLDG LTD B/E 3.950%	6,133	5,759
WILLIAMS COS INC NTS B/E 3.500%	5,872	5,461
MICRON TECHNOLOGY INC 3.477%	6,569	6,090
VALERO ENERGY CORP B/E 3.650%	3,665	3,376
RAYTHEON TECHNOLOGIES 3.030%	5,559	5,069
BP CPTL MARK AMER INC 3.001%	3,457	3,126
ENERGY TRANSFER PARTNERS CALL@MW+30BP	8,588	8,384
DOMINION ENERGY INC B/E FIX TO FLT	5,370	5,280
DOMINION ENERGY INC B/E 6.875%	11,818	11,400
ORACLE SYSTEMS CORP B/E 3.850%	5,934	5,506
CHARLES SCHWAB CORP B/E FIX-TO-FLT	21,009	20,869
SEMPRA ENERGY. B/E RATE 04.875%	28,849	28,623
BP CAPITAL MARKETS PLC B/E RATE 04.875%	27,440	26,745
REGIONS FINL CORP B/E FIX-TO-VARIABLE	6,011	5,950
BANK OF NEW YORK MELLON 4.700%	2,993	2,972
CITIGROUP INC B/E RATE 04.000%	5,888	5,839
ALLY FINANIAL INC B/E FIX-TO-VARIABLE	12,038	13,109
EDISON INTL B/E OAT	19,675	19,722
LINCOLN NATL CORP B/E 9.250%	13,185	13,112
CITIGROUP INC B/E 7.000%	3,233	3,164
ENBRIDGE INC B/E FIX-TO-VARIABLE	2,248	2,222
GOLDMAN SACHS GROUP B/E RATE 07.423%	1,003	999
FNR 2015-36 WA RATE 02.5000%	5,547	4,799
FNMA PL AB0462 RATE 06.0000%	3,091	2,549
FANNIE MAE RATE 04.5000%	3,191	2,431
FNMA PL MA4072 RATE 02.5000%	15,166	12,026
FNR 2013-81 KA RATE 02.7500%	3,884	3,448
FNR 2019-01 MH RATE 03.0000%	4,710	3,834

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Name of Stock	End of Year Book Value	End of Year Fair Market Value
MORGAN STANLEY	67,575	86,118
MSCI INC	67,495	72,001
EDWARDS LIFESCIENCES CORP	66,993	74,770
PALO ALTO NETWORKS INC	66,912	70,964
VERTEX PHARMACEUTICAL INC	64,200	56,781
VISA INC CL A 92826C839	60,406	74,585
CATERPILLAR INC	55,264	59,855
JPMORGAN CHASE & CO 46625H100	51,263	74,310
CSX CORPORATION	50,664	48,405
AMAZON COM INC 023135106	49,908	104,430
COSTCO WHOLESALE	44,589	45,814
NVIDIA CORP 67066G104	39,215	143,019
DIAMONDBACK ENERGY INC 25278X109	38,237	40,958
ALIGN TECHNOLOGY INC	33,734	31,277
BOOKING HLDGS INC 09857L108	31,503	114,274
APPLE INC 037833100	14,560	127,213
ABB LTD SPON ADR	36,780	36,630
ACADIA HEALTHCARE CO INC	7,767	4,520
ACV AUCTIONS INC CL A	5,240	6,329
ADIDAS AG SPON ADR	12,470	12,421
ADOBE SYS INC	45,266	36,019
AIA GROUP LTD SPON ADR	20,685	21,125
AIR LIQUIDE ADR FRANCE ADR	16,336	14,513
ALLETE INC NEW	2,661	2,722
ALPHABET INC CL A 02079K305	7,986	32,749
ALPHATEC HOLDINGS INC COM NEW	2,560	2,763
AMADEUS IT GROUP UNSPONSORED	31,586	32,025
AMALGAMATED FINL CORP	3,640	4,083
AMERIPRISE FINL INC 03076C106	9,014	25,557
APPLE HOSPITALITY REIT INC	5,283	5,756
APPLE INC	39,658	45,076
APPLIED MATERIALS INC	41,750	33,664
APTIV PLC	24,425	21,410
ARCELLX INC	1,302	1,457
ASHTEAD GROUP PLC ORD	15,673	12,225
ASML HLDG NV SPON ADR	36,636	33,268
ASTRAZENECA PLC SPON ADR	44,340	35,643
AVISTA CORP	2,602	2,454
B&M EUROPEAN VALUE RETAIL SA	4,679	3,812
BANCORP INC/THE 05969A105	8,796	9,421
BANK OF HAWAII CORP	6,096	6,910
BANK OF AMER CORP	22,461	25,403
BANK OZK	1,969	2,182
BANK UNTD INC	5,739	6,107
BEIGENE LTD SPON ADR	7,920	7,573
BHP GROUP LTD SPON ADR	5,684	5,371
BLACK HILLS CORP	4,678	4,565
BP PLC SPON ADR	13,109	12,179
BRANDYWINE RLTY TRUST NEW	3,473	3,769
BROOKLINE BANCORP INC NEW	1,987	2,395
CAL-MAINE FOOD INC NEW	4,903	7,307
CAPGEMINI S E UNSPONSORED ADR	29,564	23,858
CATHAY GENL BANCORP	5,122	5,808
CBRE GROUP INC CL A	27,394	28,753
CDN NATL RAILWAY CO CAD	21,892	19,185
CELANESE CORP NEW	11,653	6,644
CENTRAL GARDEN & PET CO NON	5,157	5,123
CENTURY ALUMINUM CO	2,033	3,006
CHEVRON CORP	12,014	12,456
CHUGAI PHARMACEUTICAL LTD ADR	10,929	10,062
CISCO SYS INC	37,351	45,762
CLEARWAY ENERGY INC CL C	4,088	3,848
CNO FINL GROUP INC COM	4,002	4,465
CNX RESOURCES CORP	5,769	7,774
COMMERCIAL METALS CO	2,666	2,678
CONOCOPHILLIPS	12,514	11,702
CONSTELLATION BRANDS INC CL A	18,746	16,575
CRISPR THERAPEUTICS AG CHF	2,147	1,929
CROSS COUNTRY HEALTHCARE INC	3,884	4,976
CUMMINS INC	17,946	21,265
CVR ENERGY INC	1,480	1,218
CVS HEALTH CORP	16,107	12,479
D R HORTON INC	20,808	18,176
DAIICHI SANKYO CO LTD SPON ADR	31,747	22,569
DAIKIN INDS LTD ADR	11,117	10,991
DANAHER CORP	16,578	14,232
DANONE SPON ADR	12,123	11,180
DARDEN RESTAURANTS INC	23,995	28,377
DBS GROUP HLDGS LTD. SPON ADR	23,152	26,376
DEUTSCHE BANK AG REG SHS ORD	12,952	13,674
DHT HOLDINGS INC	3,545	3,159
DNB BK ASA SPON ADR	13,389	13,253
DSV A/S ADR	17,359	19,541
DTE ENERGY CO	13,701	13,403
DYNAVAX TECHNOLOGIES CORP COM	1,944	2,273
ENGIE SPON ADR	19,698	17,428
EPIROC AKTIEBOLAG ADR	24,984	23,853
ESSILORLUXOTTICA ADR	31,084	32,340
EVOLENT HEALTH INC CL A	3,179	1,688
FEDERATED HERMES INC CL B	1,327	1,603
FERRARI N V EUR	12,656	11,471
FISERV INC	15,071	25,678
FNB CORP PA	1,811	1,907
FUJITSU LTD ADR NEW JAPAN ADR	12,858	11,835
GENMAB A/S SPON ADR	13,097	9,767
GETTY REALTY CORP NEW	5,527	5,212
GIVAUDAN SA ADR	25,299	21,073
GROUP 1 AUTOMOTIVE INC	8,194	9,694
HA SUSTAINABLE INFRASTRUCTURE	933	778
HANOVER INSURANCE GROUP INC	5,282	5,413
HECLA MINING CO (HOLDING CO)	3,444	3,088
HERMES INTL SCA ADR	15,742	17,688
HIGHWOODS PROPERTIES INC	3,463	3,364
HITACHI LTD ADR NEW JAPAN	22,219	24,433
HONG KONG EXCHANGES & CLEARING	9,698	12,535
HOYA CORP SPON ADR	8,531	8,060
HP INC	39,884	38,242
HURON CONSULTING GROUP INC	5,748	7,456
IBERDROLA SA SPON ADR	12,005	11,304
IDACORP INC (HOLDING COMPANY)	1,557	1,639
INCYTE CORP	15,597	17,337
INDEPENDENCE REALITY TRUST INC	2,053	2,063
INDUSTRIA DE DISENO TEXTIL IND	26,462	25,765
INSPIRE MED SYS INC	585	556
INTL BUSINESS MACH	37,329	40,888
ITOCHU CORP ADR JAPAN ADR	30,231	28,878
JELD-WEN HLDG INC	3,814	2,326
JPMORGAN CHASE & CO	23,399	26,368
KEURIG DR PEPPER INC	19,139	16,638
KEYENCE CORP ORD JPY	21,297	19,452
KLA CORP	38,277	34,026
KNIFE RIV HLDG CO	3,413	4,675
KULICKE & SOFFA IND	4,326	5,226
LCI INDUSTRIES	5,031	4,653
LENDINGTREE INC	773	581
LKQ CORP NEW	25,186	22,969
LONDON STK EXCHANGE	38,805	40,758
LOREAL CO ADR FRANCE ADR	26,271	21,898
LOWES COS INC	22,505	22,706
LUMEN TECHNOLOGIES INC CL A	1,660	1,572
M/I HOMES INC	5,973	5,052
MARQETA INC CL A COM CL A	4,212	3,267
MASTERCARD INC 57636Q104	21,918	24,222
MATADOR RES CO	2,514	2,813
MCKESSON CORP	17,144	19,377
MERCK & CO INC COM	17,506	14,823
MERITAGE HOMES CORP	1,891	1,538
META PLATFORMS INC CL A	24,941	29,276
METLIFE INC	20,611	22,681
MODINE MFG CO	4,136	4,753
MOOG INC CL A	4,768	5,118
MOONLAKE IMMUNOTHERAPEUTICS	2,609	3,032
MUELLER INDS INC	10,646	12,698
MUNICH RE GROUP ADR	14,245	13,637
MYR GROUP INC	6,721	9,670
NAPCO SECURITY TECHNOLOGIES	7,725	7,468
NATIONAL GRID PLC SPON ADR	13,159	11,527
NATWEST GROUP PLC SPONSORED	16,653	19,425
NESTLE S A SPONSORED ADR	30,026	23,693
NETEASE INC SPON ADR	4,816	5,531
NITORI HLDGS CO LTD ADR	9,394	7,175
NOMURA RESEARCH INSTITUTE LTD	20,250	17,569
NOVO NORDISK A S ADR	65,532	43,010
ORACLE CORPORATION 68389X105	35,315	40,660
PATRICK INDUST INC	9,690	9,720
PLEXUS CORP	1,562	2,034
PORTLAND GENL ELEC CO NEW	5,025	4,536
POTLATCHDELTIC CORP	5,549	5,142
PUBLIC SERVICE ENTERPRSE GROUP	12,668	13,349
QUANTA SERVICES INC	16,903	21,491
RANGE RESOURCES CORP	3,668	4,713
RECRUIT HLDGS CO LTD UN	19,071	22,981
REGENERON PHARMACEUTICALS INC	18,172	11,397
RELAY THERAPEUTICS INC COM	782	503
RELX PLC SPON ADR	27,333	26,752
ROPER TECHNOLOGIES INC	40,615	38,469
ROYAL KPN N.V. SPON ADR	13,936	12,082
SANDY SPRING BANCORP INC	4,341	4,719
SAP SE SPON ADR	61,295	66,969
SHERWIN WILLIAMS CO	12,250	11,558
SHIN ETSU CHEM CO LTD ADR	17,783	15,149
SHOPIFY INC CL A	6,900	10,846
SIKA AG UNSPONSORED ADR	22,558	17,362
SM ENERGY CO	2,934	2,829
SMARTSHEET INC CL A	2,906	3,138
SMC CORP YEN SHS ORD JPY	15,624	14,245
SOLARIS ENERGY INFRASTRUCTURE	1,852	4,691
SPIRE INC	3,292	3,391
SPOTIFY TECHNOLOGY SA EUR	5,618	5,369
STAG INDL INC SBI	6,790	5,851
STRAUMANN HLDG AG ADR	9,221	8,329
STRYKER CORP	17,211	17,282
SUMMIT MATLS INC CL A	1,557	2,176
SUZUKI MOTOR CORP LTD ADR	12,883	12,834
TAIWAN SEMICONDUCTOR MFG CO	33,002	41,078
TALOS ENERGY INC	3,323	2,952
TANGO THERAPEUTICS INC	1,855	525
TARGET CORP	19,194	17,168
TDK CORP ADR JAPAN ADR	18,492	18,701
TELEPHONE & DATA SYS INC	5,496	8,084
TENCENT HLDGS LTD ADR	14,135	15,901
TERRENO RLTY CORP SBI	6,383	5,559
TERUMO CORP ADR	6,999	7,468
TFI INTL INC CAD	15,457	14,860
THERMO FISHER SCIENTIFIC INC 883556102	17,185	14,566
TOKYO ELECTRON LTD ADR	12,757	12,909
TOTALENERGIES SE SPON ADR	42,637	34,989
TRAVELERS COS INC/THE	22,365	23,125
TYSON FOODS INC CL A	21,256	18,553
UFP TECHNOLOGIES INC	4,172	3,179
UMB FINANCIAL CORP	9,440	10,722
UNICHARM CORP SPON ADR	6,971	3,941
UNICREDIT SPA UNSPONSORED ADR	22,442	22,058
UNION PACIFIC CORP	20,291	18,471
UNTD RENTALS INC	17,105	17,611
VALERO ENERGY CORP NEW	12,590	11,523
VERICEL CORP COM	4,942	5,985
VERIZON COMMUNICATIONS INC	26,362	25,514
VIRTU FINL INC CL A	8,220	9,455
WABTEC CORP	17,782	20,855
WAFD INC	6,216	5,706
WALT DISNEY CO (HOLDING CO)	27,078	34,184
WERNER ENTERPRISES INC	4,069	4,059
WESTERN ALLIANCE BANCORP	6,846	7,352
WINMARK CORP	4,466	4,717
WINTRUST FINANCIAL CORP	7,750	9,353
ZYNEX INC	714	737
ADVANCED MICRO DEVICES INC	31,998	25,970
AES CORP	13,100	10,515
ALLEGION PLC	16,616	15,943
ALLSTATE CORP	32,808	33,931
ALPHABET INC CL A	71,311	87,078
AMERIPRISE FINANCIAL INC	34,653	42,062
APA CORP	20,413	18,472
APPLE INC	161,183	180,553
APTIV PLC	17,686	15,483
AZENTA INC	14,284	14,900
BENTLEY SYSTEMS INC CL B	18,856	18,166
BERKLEY W R 084423102	15,939	15,800
BIO RAD LABORATORIES INC CL A	49,318	48,948
BLACKROCK INC	40,260	47,155
BOSTON SCIENTIFIC CORP	15,097	15,899
BRIGHT HORIZONS FAMILY SOLUTIONS INC	15,243	12,083
BRISTOL MYERS SQUIBB CO	55,109	63,347
BROADCOM INC 11135F101	50,243	82,535
BROADRIDGE FINANCIAL SOLUTIONS	18,712	20,122
CF INDUSTRIES HOLDINGS INC	18,631	20,136
CHARLES RIVER LABORATORIES	13,848	13,476
CHEMED CORP NEW	13,816	12,715
CHIPOTLE MEXICAN GRILL INC	23,316	25,869
CHOICE HOTELS INTL INC NEW	15,037	17,038
DEVON ENERGY CORP NEW	30,482	23,926
DOMINO'S PIZZA INC	15,145	15,531
DYNATRACE INC	17,086	18,642
EQUIFAX INC	15,128	12,997
EXPONENT INC	15,836	13,543
EXXON MOBIL CORP	11,407	10,865
FAIR ISAAC CORP	28,355	31,855
FIRST CITIZENS BANCSHS	19,173	19,017
GRACO INC	14,002	14,666
HAYWARD HLDGS INC	22,441	24,005
HENRY JACK & ASSOC INC	16,004	16,303
HOULIHAN LOKEY INC	22,904	26,223
HUBSPOT INC	21,084	29,264
IAC INC	24,785	21,052
INGERSOLL RAND INC	60,210	62,056
JOHNSON CTLS INTL PLC	15,292	14,286
KEYSIGHT TECHNOLOGIES INC	29,042	31,965
LENNOX INTL INC	31,438	34,121
LILLY ELI & CO	57,560	49,408
LIVE NATION ENTERTAINMENT INC	13,624	18,648
LPL FINL HLDGS INC 50212V100	13,085	19,591
LYFT INC CL A	18,063	19,776
MARSH & MCLENNAN COS INC	28,636	26,551
MARVELL TECHNOLOGY INC	10,283	16,457
MASTERCARD INC CL A	15,492	56,870
META PLATFORMS INC CL A	47,014	64,992
MICRON TECHNOLOGY INC	44,851	39,724
MICROSOFT CORP 594918104	86,919	183,353
MONDELEZ INTL INC	47,367	37,570
NEXTERA ENERGY INC COM	65,940	58,499
NIKE INC CL B	21,566	20,204
NORDSON CORP	17,040	14,438
NVIDIA CORP	144,853	182,769
ORACLE CORP	34,752	32,661
PENTAIR PLC	22,257	26,066
POOL CORP	18,975	18,752
PROLOGIS INC COM	42,751	35,198
REGAL REXNORD CORP	32,872	33,818
ROLLINS INC	12,941	11,912
S&P GLOBAL INC 78409V104	10,111	15,937
SAIA INC COM	16,892	19,141
SCHWAB CHARLES CORP NEW	15,053	17,170
SITEONE LANDSCAPE SUPPLY INC	9,440	9,092
STARBUCKS CORP 855244109	22,399	29,018
T-MOBILE US INC	29,647	38,628
TAKE-TWO INTERACTIVE SOFTWRE	51,388	60,010
TESLA MTRS INC.	48,464	67,037
THE COOPER COMPANIES INC	39,710	34,106
THERMO FISHER SCIENTIFIC INC	30,429	25,491
TJX COMPANIES INC NEW 872540109	20,367	19,330
UNITEDHEALTH GROUP INC	85,427	72,844
UNIVERSAL DISPLAY CORP	18,674	16,374
VULCAN MATERIALS CO NEW	16,853	18,521
WABTEC INC	13,925	16,115
WALMART INC	58,716	68,756
WALT DISNEY CO (HOLDING CO)	29,083	36,189
WELLS FARGO & CO NEW	68,575	87,589
WEST PHARMACEUTICAL SERVICES	11,717	12,775
WILLIAMS COS INC (DEL)	73,917	89,352
ZEBRA TECHNOLOGIES CORP CL A	18,475	22,015
ZOOM COMMUNICATIONS INC CL A	19,730	23,667
ZSCALER INC	15,703	14,072

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

US Government Securities - End of Year Book Value:

1,060,671

US Government Securities - End of Year Fair Market Value:

1,024,254

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

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

- TIN:

TY 2024 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
FIRST TRUST ENHANCED SHORT MAT FUND ETF	AT COST	21,472	21,398
ISHARES SHORT DURATION ACTIVE ETF	AT COST	29,740	29,391
ISHARES 0-5 YEAR INVT GRADE CORPORATE BOND ETF	AT COST	4,119	4,079
NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND	AT COST	7,991	7,704
NUVEEN QUALITY MUNICIPAL INCOME FUND	AT COST	7,992	7,684
PIMCO ENHANCED SHORT MAT ACTIVE EXCHANGE-TRADED FD	AT COST	6,120	6,121
VANGUARD LONGTERM CORPORATE BOND ETF	AT COST	3,081	3,066
AGNC INVT CORP CUML SER F 6.125%	AT COST	12,155	12,098
ANNALY CAPITAL MGMT INC CUML 6.750%	AT COST	10,768	10,785
LINCOLN NATL CORP DEPOSIT PFD SER D 9.000%	AT COST	9,919	9,587
REINSURANCE GRP OF AMER 7.125%	AT COST	5,268	5,160
VIRTUS CONVERTIBLE & INCOME FDSER A 5.625%	AT COST	4,570	4,180
ISHARES CORE S&P SMALL-CAP ETF	AT COST	107,509	110,381
ISHARES 0-3 MNTH TREASRY BOND	AT COST	18,765	18,760
SKYBRIDGE MULTI ADV CHB002905	AT COST	1,384,678	1,529,275
APOLLO DEBT SOLUTIONS	AT COST	101,000	100,000
ARES PRIVATE MARKETS	AT COST	101,000	100,000
BLACKSTONE PRIVATE	AT COST	101,000	100,000
KKR PRIVATE EQUITY	AT COST	101,000	100,000

- TIN:

TY 2024 LegalFeesSchedule

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	2,008	0		0

- TIN:

TY 2024 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	60,452	60,452		0

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
MISCELLANEOUS INCOME	1,011	1,011	1,011

- TIN:

TY 2024 OtherLiabilitiesSchedule

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Description	Beginning of Year - Book Value	End of Year - Book Value
CASH OVERDRAFT	21,501	0

- TIN:

TY 2024 TaxesSchedule

Name:

HENRY M SELDON CHARITABLE TRUST

EIN:

38-6323073

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX PAID	311	311		0
FEDERAL EXCISE TAX	2,416	0		0