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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
WINSTONSALEM
State or province
NC
Country  
ZIP or foreign postal code
27101
A Employer identification number

85-4232783
B Telephone number (see instructions)

3368600800
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$9,004,591J 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) 1,000
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 234,904 234,904  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 273,083
b Gross sales price for all assets on line 6a 4,364,674
7 Capital gain net income (from Part IV, line 2)... 273,083
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).......      
12 Total. Add lines 1 through 11........ 508,987 507,987  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 107,018 0   107,018
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
6,122 0   6,122
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
91,818 91,818   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,243 619   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,067 0   4,067
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
70 70   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 219,338 92,507   117,207
25 Contributions, gifts, grants paid....... 275,000 275,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 494,338 92,507   392,207
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,649
b Net investment income (if negative, enter -0-) 415,480
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 238,172 269,579 269,579
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) 556,932 Click to see attachment
List of Attached Documents:
// Content
553,620 		553,620
b Investments—corporate stock (attach schedule)....... 5,326,281 Click to see attachment
List of Attached Documents:
// Content
5,731,629 		5,731,629
c Investments—corporate bonds (attach schedule)....... 2,210,966 Click to see attachment
List of Attached Documents:
// Content
2,448,763 		2,448,763
11 Investments—land, buildings, and equipment: basis 1,000
Less: accumulated depreciation (attach schedule)   1,000 1,000 1,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 8,333,351 9,004,591 9,004,591
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances 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........ 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 8,333,351 9,004,591
29 Total net assets or fund balances (see instructions)..... 8,333,351 9,004,591
30 Total liabilities and net assets/fund balances (see instructions). 8,333,351 9,004,591
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
8,333,351
2
Enter amount from Part I, line 27a .....................
2
14,649
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
660,701
4
Add lines 1, 2, and 3 ..........................
4
9,008,701
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
4,110
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,004,591
Form 990-PF (2025)
Form 990-PF (2025)
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 CAPITAL GAINS DIVIDENDS P    
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 4,363,393   4,091,591 271,802
b 1,281     1,281
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       271,802
b       1,281
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 2 273,083
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 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 5,775
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,775
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,775
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 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
8 195
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 3,570
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 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
NC
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofMR JIM CREAMER Telephone no. (336) 972-4610

Located at200 W 1ST STWINSTONSALEMNC ZIP+427101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		0 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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
8,464,148
b
Average of monthly cash balances.......................
1b
294,549
c
Fair market value of all other assets (see instructions)................
1c
1,000
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,759,697
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
8,759,697
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
131,395
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,628,302
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
431,415
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
431,415
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
5,775
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,775
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
425,640
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
425,640
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
425,640
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, line 26, column (d) ..........
1a
392,207
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
392,207
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 425,640
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 335,015
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 392,207
a Applied to 2024, but not more than line 2a 335,015
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 2025 distributable amount..... 57,192
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		368,448
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

PRESERVATION SOCIETY OF ASHEVILLE

324 CHARLOTTE STREET
ASHEVILLE,NC28801 		    TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 275,000
Total ................................. 3a 275,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 234,904  
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 ............ 		    18 273,083  
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) .. 0 507,987 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
507,987
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 6,122 0   6,122

TY 2025 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
ABIVAX SPON ADS 8,496 8,496
AIR LEASE CORP SER A MTN 2.875110% 11,655 11,655
ARES CAPITAL CORP NOTE CALL MAKE WHOLE 2.15000% 15,795 15,795
ARROWHEAD PHARMACEUTICALS INC COM 5,045 5,045
BADGER METER INC 24,940 24,940
BAE SYSTEMS PLC SPONSORED ADR 9,474 9,474
BIDGEN INC NOTE CALL MAKE WHOLE 3.15000% 9,690 9,690
BIOGEN INC NOTE CALL MAKE WHOLE 2.25000% 13,779 13,779
BLACKSTONE PRIVATE CREDIT FUND SER B 13,753 13,753
BLUE OWL CAPITAL CORPORATION NOTE 3.40000% 13,903 13,903
BOEING CO NOTE CALL MAKE WHOLE 5.805110% 13,770 13,770
CAPITAL ONE FINL CORP NOTE 5.46300% 14,508 14,508
CELANESE US HLDGS LLC NOTE 6.37900% 8,325 8,325
CENTENE CORP DEL NOTE CALL MAKE WHOLE 14,981 14,981
CHARTER COMMUNICATIONS OPER 5.05000% 12,139 12,139
CONTINENTAL RES INC SER B NOTE 4.37500% 14,971 14,971
CVS HEALTH CORP NOTE CALL MAKE WHOLE 5.25000% 11,325 11,325
DICKS SPORTING GOODS INC NOTE 4.10000% 13,883 13,883
ENACT HLDGS INC NOTE CALL MAKE WHOLE 14,652 14,652
EXELON CORP NOTE CALL MAKE WHOLE 4.70000% 6,847 6,847
GENERAL MTRS FINL CO INC NOTE 4.30000% 11,976 11,976
ISHARES TR IBOXX HI YO ETF 228,747 228,747
JBS USA LUX SA/JBS USA FOOD SER B 14,769 14,769
JPMORGAN CHASE &CO NOTE CALL MAKE WHOLE 1.04000% 14,958 14,958
KINDER MORGAN INC DEL. NOTE 4.30000% 12,059 12,059
LOOMIS SAYLES HIGH INC OPPRTS INSTL CL 145,702 145,702
LOOMIS SAYLES SECURITIZED ASSET I 235,994 235,994
META PLATFORMS INC NOTE CALL MAKE WHOLE 5.62500% 14,397 14,397
MEXICO(UNITED MEXICAN STATES! MTN 6.05000% 11,940 11,940
MORGAN STANLEY SER I MTN 6.29600% 7,272 7,272
NAVIGATOR TACTICAL FIXED INCOME CL I 403,845 403,845
SOUTHERN COPPER CORP NOTE CALL MAKE WHOLE 6.75000% 12,411 12,411
SPDR BLOOMBERG HIGH YIELD BOND ETF 84,573 84,573
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND 17,192 17,192
SPDR SERIES TRUST STATE STREET BLOOMBERG 75,389 75,389
TELEFONICA EMISONES SA NOTE 7.04500% 14,503 14,503
UNIFORM MBS POOL #SD8321 4.00000% 13,672 13,672
UNIFORM MBS POOL MA4578 2.50000% 44,470 44,470
UNIFORM MBS POOL MA4653 3.00000% 18,291 18,291
UNIFORM MBS POOL SD8188 2.00000% 35,102 35,102
UNIFORM MBS POOL SD8226 3.50000% 46,099 46,099
UNIFORM MBS POOL SD8257 4.50000% 15,493 15,493
UNIFORM MBS POOL SD8368 6.00000% 15,631 15,631
URUGUAY BOND CALL MAKE WHOLE 4.37500% 19,241 19,241
VICTORY PIONEER MULT ASSET INCOME Y 673,549 673,549
WHIRLPOOL CORP NOTE CALI MAKE WHOLE 4.60000% 9,557 9,557

TY 2025 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
31 GROUP UNSP ADR 12,371 12,371
ACUITY BRANDS INC 34,924 34,924
ADYEN NV UNSPON ADS EACH REP 0.01 ORD 6,228 6,228
AGNICO EAGLE MINES LTD 19,496 19,496
AIRBNB INC COM 12,079 12,079
ALPHABET INC CAP STK CL A 53,836 53,836
ALPHABET INC CAP STK CL C 40,480 40,480
AMAZON.COM INC 210,046 210,046
AMERICAN EXPRESS CO COM 81,389 81,389
AMERICAN HEALTHCARE REIT INC COM 6,494 6,494
AMERICAN HOMES 4 RENT 8,089 8,089
AMERICAN INTERNATIONAL GROUP INC 12,062 12,062
AMERICAN TOWER CORP NEW COM 35,114 35,114
AMGEN INC 49,751 49,751
AMPHENOL CORP CLASS A COM 12,703 12,703
APOLLO GLOBAL MGMT INC COM 7,527 7,527
APPLE INC 38,060 38,060
APPLE INC 27,186 27,186
APPLOVIN CORP COM CL A 70,751 70,751
ARTHUR J. GALLAGHER & CO. ISIN 14,492 14,492
ASTERA LABS INC COM 13,641 13,641
ASTRAZENECA PLC SPON ADR 20,316 20,316
AVALONBAY COMMUNITIES INC COM 19,581 19,581
AVISTA CORP 36,883 36,883
BANK AMERICA CORP 9,680 9,680
BANK OZK LITTLE ROCK ARK COM 19,604 19,604
BIOGEN INC COM 5,279 5,279
BJS WHSL CLUB HLDGS INC COM 4,861 4,861
BLACKROCK INC COM 8,563 8,563
BOSTON SCIENTIFIC CORP 7,342 7,342
BROADCOM INC COM 78,218 78,218
BROOKFIELD ASSET MANAGEMENT LTD CLASS A 3,981 3,981
BROOKFIELD CORPORATION CLASS A LTD 76,865 76,865
BUILDERS FIRSTSDURCE INC 16,565 16,565
CADENCE DESIGN SYSTEMS INC COM 44,386 44,386
CAPITAL ONE FINANCIAL CORP COM 12,118 12,118
CARDINAL HEALTH INC COM NPV 10,069 10,069
CATERPILLAR INC COM 59,006 59,006
CHARTER COMMUNICATIONS INC NEW CL A 1,879 1,879
CHEVRON CORP NEW COM 45,723 45,723
CHORD ENERGY CORPORATION COM NEW 21,414 21,414
CISCO SYSTEMS INC 11,862 11,862
CITIGROUP INC 14,936 14,936
CME GROUP INC COM 81,924 81,924
COCA-COLA CO 8,689 8,689
COCA-COLA CO 32,159 32,159
COGENT BIOSCIENCES INC COM 3,552 3,552
COMFORT SYSTEMS USA INC 37,331 37,331
COMMUNITY FINANCIAL SYSTEM INC COM 17,117 17,117
CONOCOPHILLIPS COM 6,833 6,833
CONSTELLATION ENERGY CORP COM 4,239 4,239
COPART INC COM 14,407 14,407
CORNING INC 7,617 7,617
CORTEVA INC COM 14,411 14,411
COSTAR GROUP INC 17,348 17,348
COUSINS PPTYS INC COM NEW 6,238 6,238
CRANE NXT CO COM 41,468 41,468
CROWN CASTLE INC COM 8,887 8,887
CURTISS-WRIGHT CORP 61,742 61,742
CUSHMAN AND WAKEFIELD LTD COM SHS 32,266 32,266
CYBERARK SOFTWARE LTD COM 26,763 26,763
DANAHER CORPORATION COM 40,061 40,061
DIGITAL REALTY TRUST INC 12,067 12,067
DUKE ENERGY CORP NEW COM NEW ISIN 35,163 35,163
DUPONT DE NEMOURS INC 5,668 5,668
EASTGROUP PTTYS INC COM 7,660 7,660
EMCOR GROUP INC COM 33,037 33,037
ENCOMPASS HEALTH CORP COM 30,038 30,038
ENOVIS CORPORATION COM 19,660 19,660
EOUINIX INC COM 31,413 31,413
EQUITY LIFESTYLE PROPERTIES INC 5,091 5,091
ESSEX PROPERTY TRUST INC COM 8,635 8,635
EXTRA SPACE STORAGE INC 16,278 16,278
EXXON MOBIL CORP COM 10,349 10,349
FABRINET COM 34,146 34,146
FEDEX CORP COM 8,088 8,088
FERRARI N V EURO.01 NEW 5,543 5,543
FIGURE TECHNOLOGY SOLUTIO COM CL A 4,043 4,043
FIRST CITIZENS BANCSHARES INC 66,532 66,532
FREEPORT-MCMORAN INC COM 8,228 8,228
GAMING & LEISURE P COM 6,525 6,525
GATES INDUSTRIAL CORPORATION PLC COM 34,288 34,288
GE AEROSPACE COM NEW 8,317 8,317
GE VERNOVA INC COM 13,071 13,071
GENERAL MTRS CO COM 10,572 10,572
GFL ENVIRONMENTAL INC. COM 6,700 6,700
GO DADDY INC CL A 6,452 6,452
GOLDMAN SACHS GROUP INC COM 8,790 8,790
GOLDMAN SACHS GROUP INC COM USD0.01 104,601 104,601
GREIF INC 32,428 32,428
GROUP 1 AUTOMOTIVE INC 22,025 22,025
HEALTHPEAK PROPERTIES INC COM 9,503 9,503
HEICO CORP NEW CL A 27,010 27,010
HEIDELBERG MATERIALS SPON ADS EACH REP 9,428 9,428
HILTON WORLDWIDE HLDGS INC 30,736 30,736
HOME DEPOT 68,820 68,820
HONEYWELL INTERNATIONAL INC COM USD1 28,288 28,288
HUDSON PAC PTTYS INC OM 964 964
HYATT HOTELS CORP 2,565 2,565
ICICI BANK LIMITED SPON ADR EACH REPR 2 6,198 6,198
IDEXX LABORATORIES 14,884 14,884
ILLUMINA INC COM 7,870 7,870
INGERSOLL RAND INC COM 5,783 5,783
INSTALLED BUILDING PRODUCTS INC 35,018 35,018
INTAPP INC 59,337 59,337
INTERNATIONAL BUS MACH CORP COM USD0.20 71,090 71,090
INTERPARFUMS, INC 7,804 7,804
INTUITIVE SURGICAL INC 6,230 6,230
INVENTRUST PPTYS CORP COM 3,385 3,385
INVITATION HOMES INC COM 9,588 9,588
IRON MTN INC DEL COM 6,304 6,304
ITRON INC 30,830 30,830
JBT MAREL CORPORATION 62,679 62,679
JOHNSON CONTROLS INTERNATIONAL PLC COM 8,143 8,143
JPMORGAN CHASE &CO COM 86,999 86,999
KILROY REALTY CORP 3,251 3,251
KKR &CO INC COM 21,417 21,417
LIBERTY ENERGY INC COM 43,418 43,418
LIBERTY MEDIA CORP DEL COM 4,236 4,236
LIFE TIME GROUP HOLDINGS INC COMMON 48,163 48,163
LINDE PLC COM EURO0.001 20,893 20,893
LIVE OAK BANCSHARES INC COM 20,541 20,541
LPL FINANCIAL HOLDINGS INC 5,715 5,715
MASTERCARD INCORPORATED CL A 50,808 50,808
MCDONALD S CORP 61,126 61,126
MCKESSON CORP 22,148 22,148
MEDLINE INC COM CL A 4,074 4,074
MERCK &CO INC COM 55,788 55,788
MERIT MEDICAL SYSTEMS INC 35,697 35,697
META PLATFORMS INC CLASS A COMMON STOCK 55,448 55,448
META PLATFORMS INC CLASS A COMMON STOCK 73,270 73,270
MICROSOFT CORP 248,581 248,581
MICROSOFT CORP 72,059 72,059
MONGODB INC CL A 7,135 7,135
MOODYS CORP COM USD0.01 11,750 11,750
MORNINGSTAR INC 46,722 46,722
MSCI INC 12,048 12,048
MUELLER WATER PRODUCTS INC 29,846 29,846
NATERA INC COM 7,789 7,789
NATIONAL HEALTH INVESTORS INC 3,284 3,284
NEBIUS GROUP NV COM 22,517 22,517
NETFLIX INC 41,536 41,536
NETSTREIT CORP COM 4,234 4,234
NEXTERA ENERGY INC COM 9,072 9,072
NINTENDO CO LTD UNSP ADS EACH REP 0.25 9,390 9,390
NOBLE CORPORATION PLC COM 28,353 28,353
NORTHROP GRUMMAN CORP COM 8,553 8,553
NOVO NORDISK A/S ADR-EACH CNV INTO 1 9,209 9,209
NRG ENERGY INC 4,618 4,618
NVIDIA CORPORATION COM 179,227 179,227
OREILLY AUTOMOTIVE INC COM 11,492 11,492
OSI SYSTEMS INC 47,186 47,186
PERIMETER SOLUTIONS INC COMMON STOCK 19,491 19,491
PHILIP MORRIS INTERNATIONAL INC COM 11,388 11,388
PIPER SANDLER COMPANIES COM 37,028 37,028
POOL CORP COM 17,843 17,843
PORTLAND GENERAL ELECTRIC CO 40,216 40,216
PPL CORP COM 6,549 6,549
PROCTER AND GAMBLE CO COM 44,426 44,426
PROLOGIS INC. COM 30,638 30,638
PULTE GROUP INC COM 7,387 7,387
QUALCOMM INC 5,987 5,987
QXO INC COM NEW 15,471 15,471
REGENERON PHARMACEUTICALS INC 5,403 5,403
REINSURANCE GRP OF AMERICA INC COM 7,121 7,121
REXFORD INDUSTRIAL REALTY 9,564 9,564
ROBINHOOD MKTS INC COM 13,120 13,120
ROCKET COS INC COM CL A 4,395 4,395
ROKU INC COM CL A 7,703 7,703
ROLLS ROYCE HOLDINGS SPON ADR EACH REP 1 13,629 13,629
ROPER TECHNOLGIES INC 16,470 16,470
RTX CORPORATION COM 78,862 78,862
RYMAN HOSPITALLLY PROPERTIES INC 5,677 5,677
S&P GLOBAL INC COM 7,316 7,316
SAAB AB UNSPN ADS 13,384 13,384
SABRA HEALTH CARE REIT INC COM 7,974 7,974
SANOFI ADR 5,864 5,864
SAUL CENTERS INC 568 568
SCHWAB CHARLES CORP COM 22,380 22,380
SEA LIMITED ADS EACH REP ONE CLASS A ORD 22,963 22,963
SEAGATE TECHNOLOGY HLDGS PUB LTD CO 8,537 8,537
SIEMENS ENERGY AG SPON ADS EACH REP 17,238 17,238
SIMON PROPERTY GROUP INC 9,996 9,996
SMARTSTOP SELF STORAG REIT INC COMMON 2,259 2,259
SOLSTICE ADVANCED NATLS INC COM SHS 1,749 1,749
SOMNIGROUP INTERNATIONAL INC COMMON 4,285 4,285
SOUTHWEST AIRLINES CO 10,704 10,704
SPOTIFY TECHNOLOGY S.A. COM 11,614 11,614
STANDEX INTERNATIONAL CORP 39,545 39,545
TAIWAN SEMICONDUCTOR MANUFACTURING SPON 54,091 54,091
TALEN ENERGY CORP COM 25,863 25,863
TENCENT HOLDINGS LIMITED UNSPON ADR 14,085 14,085
TESLA INC COM 27,433 27,433
THERMO FISHER SCIENTIFIC INC 11,010 11,010
TJX COMPANIES INC 67,588 67,588
T-MOBILE US INC COM 4,873 4,873
TRANSDIGM GROUP INC 59,843 59,843
UFP TECHNOLOGIES INC 42,408 42,408
UNITED RENTALS INC 5,665 5,665
UNITEDHEALTH GROUP INC 6,602 6,602
UNITY SOFTWARE INC COM 3,445 3,445
US PHYSICAL THERAPY COM 21,631 21,631
VALERO ENERGY CORP COM 5,535 5,535
VEEVA SYSTEMS INC 7,367 7,367
VENTAS INC 27,006 27,006
VERALTO CORP COM SHS 100 100
VERIZON COMMUNICATIONS INC 27,085 27,085
VERTEX PHARMACEUTICALS INC 7,254 7,254
VICI PPTYS INC COM 11,585 11,585
VISA INC 78,559 78,559
VISA INC 56,815 56,815
VISTRA CORP COM 5,324 5,324
VITAL FARMS INC COM 25,967 25,967
VONTIER CORPORATION COM 27,550 27,550
VORNADO REALTY TRUST COM 3,894 3,894
VSE CORP 19,523 19,523
VULCAN MATERIALS CO 11,979 11,979
WALMART INC COM 18,160 18,160
WALMART INC COM 13,926 13,926
WASTE CONNECTIONS INC 6,488 6,488
WELLTOWER INC COM 47,145 47,145
WESTERN DIGITAL CORP COM 30,664 30,664
WEYERHAEUSER CO MTN BE COM 2,274 2,274
WISDOMTREE INC COM 41,178 41,178
YETI HLDGS INC COM 17,889 17,889
ZOETIS INC 14,721 14,721

TY 2025 InvestmentsGovtObligationsSch
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
US Government Securities - End of Year Book Value:

543,568
US Government Securities - End of Year Fair Market Value:

543,568
State & Local Government Securities - End of Year Book Value:


10,052
State & Local Government Securities - End of Year Fair Market Value:


10,052


TY 2025 OtherDecreasesSchedule
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
Description Amount
BOOK/TAX DIFFERENCE IN 1099 VS STATEMENT 4,110


TY 2025 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 70 70   0


TY 2025 OtherIncreasesSchedule
Name:
THE RUSSELL BENTON LEE JR CHARITABLE
 
TRUST
EIN:
85-4232783
Description Amount
UNREALIZED GAIN/(LOSS) ON INVESTMENTS 660,701


TY 2025 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 91,818 91,818   0


TY 2025 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 9,551 0   0
FOREIGN TAXES 619 619   0
REAL ESTATE TAXES 73 0   0