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 BENTON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 8818 STABLE CREST BOULEVARD
  Room/suite
City or town
HOUSTON
State or province
TX
Country  
ZIP or foreign postal code
77024
A Employer identification number

76-0537349
B Telephone number (see instructions)

7133850870
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)$26,421,168J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 70,206 52,101  
4 Dividends and interest from securities... 514,098 514,098  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,107,923
b Gross sales price for all assets on line 6a 11,300,109
7 Capital gain net income (from Part IV, line 2)... 1,107,923
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
55 55  
12 Total. Add lines 1 through 11........ 1,692,282 1,674,177  
Operating and Administrative Expenses 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).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,875 12,875   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
137,976 137,976   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
21,147 1,095   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,640 30,629   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 202,638 182,575   0
25 Contributions, gifts, grants paid....... 1,125,000 1,125,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,327,638 182,575   1,125,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 364,644
b Net investment income (if negative, enter -0-) 1,491,602
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............. 1,054,952 2,147,131 2,147,131
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 16,207,733 Click to see attachment
List of Attached Documents:
// Content
15,323,869 		24,007,200
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 120,710 Click to see attachment
List of Attached Documents:
// Content
266,837 		266,837
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) 17,383,395 17,737,837 26,421,168
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........ 26,754 26,754
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 17,356,641 17,711,083
29 Total net assets or fund balances (see instructions)..... 17,383,395 17,737,837
30 Total liabilities and net assets/fund balances (see instructions). 17,383,395 17,737,837
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
17,383,395
2
Enter amount from Part I, line 27a .....................
2
364,644
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,748,039
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
10,202
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
17,737,837
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 CAPITAL GAINS DIVIDENDS - ML #2209 P    
b CAPITAL GAINS DIVIDENDS - ML #2210 P    
c BAY AREA TOLL AUTH CALIF TOLL BRDG REV 0, 072024C59 P 2025-09-30 2025-10-02
d BAY AREA TOLL AUTH CALIF TOLL BRDG REV 0, 072024YE6 P 2025-09-30 2025-10-02
e BAY AREA TOLL AUTH CALIF TOLL BRDG REV 0, 072024YE6 P 2025-10-25 2025-11-06
BAY AREA TOLL AUTH CALIF TOLL BRDG REV 0, 072024YY2 P 2025-09-30 2025-10-02
CALIFORNIA PUB FIN AUTH REV BDS HOAG 01., 13057EFQ2 P 2025-10-27 2025-11-06
CHARLOTTE-MECKLENBERG HOSP AUTH N C 02.5, 160853MR5 P 2025-05-16 2025-05-27
CHARLOTTE-MECKLENBERG HOSP AUTH N C 02.5, 160853MR5 P 2025-09-25 2025-10-02
CHARLOTTE-MECKLENBERG HOSP AUTH N C 02.5, 160853UL9 P 2025-09-25 2025-10-02
CHARLOTTE-MECKLENBERG HOSP AUTH N C 02.5, 160853UL9 P 2025-09-30 2025-10-02
CHARLOTTE-MECKLENBERG HOSP AUTH N C 02.5, 160853UN5 P 2025-09-30 2025-10-02
DISTRICT COLUMBIA WTR & SWR AUTH PUB 00., 254845VW7 P 2025-10-27 2025-12-01
GAINESVILLE FLA UTILS SYS REV 02.60000%, 362848RR6 P 2025-04-16 2025-04-30
GAINESVILLE FLA UTILS SYS REV 02.60000%, 362848RR6 P 2025-10-29 2025-12-01
HARRIS CNTY TEX CULTURAL ED FACS FIN02.3, 414009RB8 P 2025-10-27 2025-11-12
HIGHLANDS CNTY FLA HEALTH FACS AUTH REV0, 431022UN0 P 2025-10-27 2025-12-01
HILLSBOROUGH CNTY FLA INDL DEV AUTH 00.9, 43233KBB9 P 2025-04-15 2025-05-08
ILLINOIS FIN AUTH REV BDS NORTHSHORE 01., 45204FQF5 P 2025-10-27 2025-12-01
ILLINOIS FIN AUTH REV BDS NORTHSHORE 02., 45204FAH8 P 2025-05-16 2025-05-27
ILLINOIS FIN AUTH REV BDS NORTHSHORE 02., 45204FAH8 P 2025-10-27 2025-12-01
ILLINOIS FIN AUTH REV BDS NORTHSHORE 02., 45204FQD0 P 2025-09-25 2025-10-02
ILLINOIS FIN AUTH REV BDS NORTHSHORE 02., 45204FQF5 P 2025-05-16 2025-05-27
INDIANA ST FIN AUTH ENVIRONMENTAL REV 02, 455054AF3 P 2025-09-30 2025-10-02
KING CNTY WASH SWR REV JR LIEN BDS SER.0, 495290GV4 P 2025-09-25 2025-10-02
METROPOLITAN TRANSN AUTH N Y REV 02.5000, 59261AX77 P 2025-08-21 2025-09-23
METROPOLITAN TRANSN AUTH N Y REV 02.5500, 59261AX69 P 2025-09-25 2025-10-02
MISSOURI ST HEALTH &EDL FACS AUTH EDL 02, 6069014N3 P 2025-10-27 2025-12-01
NASSAU CNTY N Y INDLDEV AGY CIVIC FAC 02, 631657KW2 P 2025-09-30 2025-10-02
NATIONAL FIN AUTH N H HEALTH CARE FACS 0, 63610BAD7 P 2025-08-21 2025-09-23
NEW YORK N Y CITY MUN WTR FIN AUTH WTR02, 64972F2J4 P 2025-04-16 2025-04-30
NEW YORK N Y CITY TRANSITIONAL FIN 01.90, 64971XFY9 P 2025-10-27 2025-11-05
NEW YORK N Y CITY TRANSITIONAL FIN 01.90, 64971XFY9 P 2025-10-30 2025-11-05
NEW YORK N Y CITY TRANSITIONAL FIN 02.35, 64971WUK4 P 2025-10-30 2025-11-12
NEW YORK N Y GO BDS SER. 2014 I-2 02.800, 64966LLS8 P 2025-09-12 2025-09-23
NEW YORK N Y GO BDS SER. 2015 F6 02.6500, 64966LU25 P 2025-04-16 2025-04-30
NEW YORK N Y GO BDS SER. 2016 A5 02.3500, 64966MGC7 P 2025-10-23 2025-11-12
NEW YORK N Y GO BDS SER. 2016 A5 02.3500, 64966MGC7 P 2025-10-30 2025-11-12
NEW YORK N Y GO BDS SER. 2016 A5 02.3500, 64966MGC7 P 2025-09-14 2025-10-02
NEW YORK N Y GO BDS SER. 2016 A5 02.3500, 64966MGC7 P 2025-09-25 2025-10-02
NEW YORK N Y GO BDS SER. 2016 A5 02.3500, 64966MGC7 P 2025-09-12 2025-09-23
SHELBY CNTY TENN HEALTH EDL & HSG 01.050, 821697K99 P 2025-04-15 2025-05-08
UNIVERSITY CALIF REVS VAR GEN REV BDS01., 91412GSG1 P 2025-09-30 2025-10-02
AMAZON.COM INC, AMZN, XXX-XX-XXXX P 2025-02-13 2025-09-12
AMERICAN EXPRESS CO COM USD0.20, AXP, XXX-XX-XXXX P 2025-02-13 2025-05-02
AMGEN INC, AMGN, XXX-XX-XXXX P 2025-02-13 2025-09-12
APPLE INC, AAPL, XXX-XX-XXXX P 2025-02-13 2025-09-12
BROOKFIELD ASSET MANAGEMENT LTD CLASSA L, BAM, 113004105 P 2025-02-13 2025-09-12
CADENCE DESIGN SYSTEMS INC COM USD0.01, CDNS, XXX-XX-XXXX P 2025-08-20 2025-09-12
CARMAX INC, KMX, XXX-XX-XXXX P 2025-02-13 2025-03-19
CASEYS GENERAL STORES INC, CASY, XXX-XX-XXXX P 2025-03-19 2025-09-12
CATERPILLAR INC COM, CAT, XXX-XX-XXXX P 2025-02-13 2025-05-02
COSTCO WHOLESALE CORP COM, COST, 22160K105 P 2025-02-13 2025-09-12
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX P 2024-09-11 2025-03-19
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX P 2025-02-13 2025-03-19
DEERE & CO, DE, XXX-XX-XXXX P 2025-05-16 2025-09-12
ECOLAB INC, ECL, XXX-XX-XXXX P 2025-08-20 2025-09-12
ELI LILLY &CO COM, LLY, XXX-XX-XXXX P 2025-02-13 2025-03-20
ELI LILLY &CO COM, LLY, XXX-XX-XXXX P 2025-01-16 2025-09-12
FISERV INC COM STK USD0.01, FISV, XXX-XX-XXXX P 2025-02-13 2025-04-30
GE AEROSPACE COM NEW, GE, XXX-XX-XXXX P 2025-05-05 2025-09-12
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2026-02-12 2025-10-02
ICON PLC ORD EUR0.06, ICLR, G4705A100 P 2024-05-03 2025-01-16
INTUITIVE SURGICAL INC, ISRG, 46120E602 P 2025-02-13 2025-09-12
LAM RESEARCH CORP COM NEW, LRCX, XXX-XX-XXXX P 2025-02-13 2025-03-19
LOCKHEED MARTIN CORPCOM USD1.00, LMT, XXX-XX-XXXX P 2025-02-13 2025-03-19
MERCK &CO. INC COM, MRK, 58933Y105 P 2025-02-13 2025-09-12
NORTHROP GRUMMAN CORP COM USD1, NOC, 666807102 P 2024-04-23 2025-03-24
NORTHROP GRUMMAN CORP COM USD1, NOC, 666807102 P 2024-04-26 2025-03-24
NORTHROP GRUMMAN CORP COM USD1, NOC, 666807102 P 2025-02-13 2025-03-24
ORACLE CORP, ORCL, 68389X105 P 2025-01-15 2025-09-12
ORACLE CORP, ORCL, 68389X105 P 2025-02-13 2025-09-12
OREILLY AUTOMOTIVE INC COM, ORLY, 67103H107 P 2025-08-20 2025-09-12
PEPSICO INC, PEP, XXX-XX-XXXX P 2025-02-13 2025-09-12
PHILLIPS 66, PSX, XXX-XX-XXXX P 2024-05-15 2025-04-30
PHILLIPS 66, PSX, XXX-XX-XXXX P 2024-08-23 2025-04-30
PHILLIPS 66, PSX, XXX-XX-XXXX P 2025-02-13 2025-04-30
PROCTER AND GAMBLE CO COM, PG, XXX-XX-XXXX P 2025-02-13 2025-09-12
PROGRESSIVE CORP COM, PGR, XXX-XX-XXXX P 2024-12-19 2025-09-12
PROGRESSIVE CORP COM, PGR, XXX-XX-XXXX P 2025-02-13 2025-09-12
ROPER TECHNOLOGIES INC, ROP, XXX-XX-XXXX P 2025-01-15 2025-09-12
ROPER TECHNOLOGIES INC, ROP, XXX-XX-XXXX P 2025-02-13 2025-09-12
S&P GLOBAL INC COM, SPGI, 78409V104 P 2025-05-05 2025-09-12
STARBUCKS CORP COM USD0.001, SBUX, XXX-XX-XXXX P 2025-05-16 2025-09-12
STRYKER CORPORATION COM, SYK, XXX-XX-XXXX P 2025-02-13 2025-09-12
T-MOBILE US INC COM, TMUS, XXX-XX-XXXX P 2025-08-20 2025-09-12
TESLA INC COM, TSLA, 88160R101 P 2025-01-15 2025-09-12
THERMO FISHER SCIENTIFIC INC, TMO, XXX-XX-XXXX P 2025-02-13 2025-09-12
UBER TECHNOLOGIES INC COM, UBER, 90353T100 P 2025-05-05 2025-09-12
UNION PAC CORP COM, UNP, XXX-XX-XXXX P 2025-02-13 2025-05-02
UNITEDHEALTH GROUP INC, UNH, 91324P102 P 2025-02-13 2025-05-16
VISA INC, V, 92826C839 P 2025-02-13 2025-09-12
ABBVIE INC COM USD0.01, ABBV, 00287Y109 P 2020-01-21 2025-09-12
ADVANCED MICRO DEVICES INC, AMD, XXX-XX-XXXX P 2017-11-15 2025-09-12
ADVANCED MICRO DEVICES INC, AMD, XXX-XX-XXXX P 2019-03-22 2025-09-12
ALPHABET INC CAP STKCL A, GOOGL, 02079K305 P 2022-03-04 2025-09-12
ALPHABET INC CAP STKCL A, GOOGL, 02079K305 P 2022-05-13 2025-09-12
ALPHABET INC CAP STKCL A, GOOGL, 02079K305 P 2023-02-27 2025-09-12
ALPHABET INC CAP STKCL A, GOOGL, 02079K305 P 2023-12-07 2025-09-12
AMAZON.COM INC, AMZN, XXX-XX-XXXX P 2024-04-26 2025-09-12
AMERICAN EXPRESS CO COM USD0.20, AXP, XXX-XX-XXXX P 2018-10-23 2025-05-02
AMERICAN EXPRESS CO COM USD0.20, AXP, XXX-XX-XXXX P 2018-10-26 2025-05-02
AMGEN INC, AMGN, XXX-XX-XXXX P 2018-10-31 2025-09-12
APPLE INC, AAPL, XXX-XX-XXXX P 2024-05-10 2025-09-12
ARISTA NETWORKS INC COM SHS, ANET, XXX-XX-XXXX P 2022-09-13 2025-09-12
BERKSHIRE HATHAWAY INC COM USD0.0033 CLA, BRKB, XXX-XX-XXXX P 2023-02-24 2025-09-12
BROADCOM INC COM, AVGO, 11135F101 P 2023-03-14 2025-09-12
BROOKFIELD ASSET MANAGEMENT LTD CLASSA L, BAM, 113004105 P 2024-04-29 2025-09-12
CARMAX INC, KMX, XXX-XX-XXXX P 2023-04-12 2025-03-19
CARMAX INC, KMX, XXX-XX-XXXX P 2023-04-21 2025-03-19
CARMAX INC, KMX, XXX-XX-XXXX P 2023-12-07 2025-03-19
CARMAX INC, KMX, XXX-XX-XXXX P 2023-12-01 2025-04-30
CARMAX INC, KMX, XXX-XX-XXXX P 2023-12-07 2025-04-30
CATERPILLAR INC COM, CAT, XXX-XX-XXXX P 2023-03-17 2025-05-02
CHEVRON CORP NEW COM, CVX, XXX-XX-XXXX P 2021-02-01 2025-09-12
CHUBB LIMITED COM NPV ISIN #CH0044328745, CB, H1467J104 P 2023-11-17 2025-09-12
CHUBB LIMITED COM NPV ISIN #CH0044328745, CB, H1467J104 P 2023-12-01 2025-09-12
COSTCO WHOLESALE CORP COM, COST, 22160K105 P 2023-03-16 2025-09-12
CUMMINS INC, CMI, XXX-XX-XXXX P 2022-10-13 2025-09-12
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX P 2016-05-03 2025-03-19
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX P 2016-05-03 2025-03-19
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX P 2016-05-03 2025-03-19
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX P 2016-05-03 2025-03-19
DANAHER CORPORATION COM, DHR, XXX-XX-XXXX P 2017-11-15 2025-03-19
ELI LILLY &CO COM, LLY, XXX-XX-XXXX P 2022-10-13 2025-03-20
EXXON MOBIL CORP COM, XOM, 30231G102 P 2023-08-25 2025-08-20
EXXON MOBIL CORP COM, XOM, 30231G102 P 2023-08-29 2025-08-20
EXXON MOBIL CORP COM, XOM, 30231G102 P 2023-03-14 2025-09-12
EXXON MOBIL CORP COM, XOM, 30231G102 P 2023-08-25 2025-09-12
FISERV INC COM STK USD0.01, FISV, XXX-XX-XXXX P 2022-09-08 2025-04-30
HILTON WORLDWIDE HLDGS INC, HLT, 43300A203 P 2024-04-24 2025-09-12
HOME DEPOT INC, HD, XXX-XX-XXXX P 2012-09-25 2025-09-12
HOME DEPOT INC, HD, XXX-XX-XXXX P 2019-04-11 2025-09-12
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2020-09-04 2025-09-12
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2012-07-25 2025-10-02
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2012-09-25 2025-10-02
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2015-09-28 2025-10-02
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2016-02-01 2025-10-02
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2016-02-01 2025-10-02
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2016-02-02 2025-10-02
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2016-02-02 2025-10-02
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2016-02-02 2025-10-02
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2019-09-16 2025-10-02
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2020-06-05 2025-10-02
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX P 2020-09-04 2025-10-02
INTUITIVE SURGICAL INC, ISRG, 46120E602 P 2024-05-08 2025-09-12
JPMORGAN CHASE &CO. COM, JPM, 46625H100 P 2015-09-28 2025-09-12
LAM RESEARCH CORP COM NEW, LRCX, XXX-XX-XXXX P 2022-10-19 2025-03-19
LAM RESEARCH CORP COM NEW, LRCX, XXX-XX-XXXX P 2019-06-13 2025-08-20
LAM RESEARCH CORP COM NEW, LRCX, XXX-XX-XXXX P 2022-10-14 2025-08-20
LAM RESEARCH CORP COM NEW, LRCX, XXX-XX-XXXX P 2022-10-19 2025-08-20
LAM RESEARCH CORP COM NEW, LRCX, XXX-XX-XXXX P 2019-06-13 2025-09-12
LINDE PLC COM EUR0.001, LIN, G54950103 P 2023-03-15 2025-09-12
LOCKHEED MARTIN CORPCOM USD1.00, LMT, XXX-XX-XXXX P 2022-06-08 2025-03-19
LOCKHEED MARTIN CORPCOM USD1.00, LMT, XXX-XX-XXXX P 2022-10-19 2025-03-19
MASTERCARD INCORPORATED CL A, MA, 57636Q104 P 2023-02-24 2025-09-12
MERCK &CO. INC COM, MRK, 58933Y105 P 2023-04-24 2025-09-12
MERCK &CO. INC COM, MRK, 58933Y105 P 2024-05-08 2025-09-12
META PLATFORMS INC CLASS A COMMON STOCK, META, 30303M102 P 2023-03-14 2025-09-12
MICROSOFT CORP, MSFT, XXX-XX-XXXX P 2015-09-28 2025-09-12
MICROSOFT CORP, MSFT, XXX-XX-XXXX P 2023-02-24 2025-09-12
MORGAN STANLEY COM USD0.01, MS, XXX-XX-XXXX P 2021-02-10 2025-09-12
NETFLIX INC, NFLX, 64110L106 P 2024-09-06 2025-09-12
NVIDIA CORPORATION COM, NVDA, 67066G104 P 2020-02-24 2025-09-12
PARKER-HANNIFIN CORPCOM, PH, XXX-XX-XXXX P 2023-12-01 2025-09-12
PEPSICO INC, PEP, XXX-XX-XXXX P 2024-04-24 2025-09-12
PROCTER AND GAMBLE CO COM, PG, XXX-XX-XXXX P 2021-02-25 2025-09-12
STRYKER CORPORATION COM, SYK, XXX-XX-XXXX P 2024-04-25 2025-09-12
THERMO FISHER SCIENTIFIC INC, TMO, XXX-XX-XXXX P 2024-09-11 2025-09-12
TJX COMPANIES INC, TJX, XXX-XX-XXXX P 2023-03-15 2025-09-12
TRANE TECHNOLOGIES PLC COM USD1, TT, G8994E103 P 2024-04-25 2025-09-12
UNION PAC CORP COM, UNP, XXX-XX-XXXX P 2018-10-11 2025-05-02
UNION PAC CORP COM, UNP, XXX-XX-XXXX P 2018-10-26 2025-05-02
UNION PAC CORP COM, UNP, XXX-XX-XXXX P 2019-06-25 2025-05-02
UNION PAC CORP COM, UNP, XXX-XX-XXXX P 2019-09-16 2025-05-02
UNION PAC CORP COM, UNP, XXX-XX-XXXX P 2020-01-23 2025-05-02
UNION PAC CORP COM, UNP, XXX-XX-XXXX P 2020-06-05 2025-05-02
UNITEDHEALTH GROUP INC, UNH, 91324P102 P 2022-08-31 2025-05-16
UNITEDHEALTH GROUP INC, UNH, 91324P102 P 2022-10-14 2025-05-16
UNITEDHEALTH GROUP INC, UNH, 91324P102 P 2023-04-28 2025-05-16
VISA INC, V, 92826C839 P 2023-02-24 2025-09-12
AVALONBAY CMMUN INC REIT P 2024-09-06 2025-04-07
AVALONBAY CMMUN INC REIT P 2024-09-06 2025-04-10
AVALONBAY CMMUN INC REIT P 2024-09-09 2025-04-10
AVALONBAY CMMUN INC REIT P 2024-09-09 2025-04-11
AVALONBAY CMMUN INC REIT P 2024-09-10 2025-04-11
AVALONBAY CMMUN INC REIT P 2024-09-10 2025-04-17
AVALONBAY CMMUN INC REIT P 2024-09-11 2025-04-17
AVALONBAY CMMUN INC REIT P 2024-09-12 2025-04-17
CARETR REIT INC SHS ISSUED P 2025-06-20 2025-12-11
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EQTY LIFESTYLS PPTYS INC P 2024-06-26 2025-01-13
EQTY LIFESTYLS PPTYS INC P 2024-07-02 2025-01-13
EQTY LIFESTYLS PPTYS INC P 2024-07-02 2025-01-14
EQTY LIFESTYLS PPTYS INC P 2024-07-09 2025-01-14
EQTY LIFESTYLS PPTYS INC P 2024-07-09 2025-02-21
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EQTY LIFESTYLS PPTYS INC P 2024-07-11 2025-02-24
EQTY LIFESTYLS PPTYS INC P 2024-07-16 2025-02-24
EQTY LIFESTYLS PPTYS INC P 2024-07-16 2025-02-28
EQTY LIFESTYLS PPTYS INC P 2024-07-17 2025-02-28
EQTY LIFESTYLS PPTYS INC P 2024-07-17 2025-03-04
EQTY LIFESTYLS PPTYS INC P 2024-07-18 2025-03-04
EQTY LIFESTYLS PPTYS INC P 2024-07-19 2025-03-04
EQTY LIFESTYLS PPTYS INC P 2024-07-19 2025-03-07
EQTY LIFESTYLS PPTYS INC P 2024-07-23 2025-03-07
EQTY LIFESTYLS PPTYS INC P 2024-07-25 2025-03-07
KILROY REALTY CORP REIT P 2025-03-11 2025-09-29
KILROY REALTY CORP REIT P 2025-03-11 2025-10-01
KILROY REALTY CORP REIT P 2025-03-12 2025-10-01
KILROY REALTY CORP REIT P 2025-03-13 2025-10-06
KILROY REALTY CORP REIT P 2025-03-13 2025-10-08
KILROY REALTY CORP REIT P 2025-03-14 2025-10-08
KILROY REALTY CORP REIT P 2025-03-14 2025-10-16
KILROY REALTY CORP REIT P 2025-03-25 2025-10-16
KILROY REALTY CORP REIT P 2025-03-25 2025-11-19
KILROY REALTY CORP REIT P 2025-04-01 2025-11-19
LINEAGE INC P 2024-07-26 2025-07-16
LINEAGE INC P 2024-07-26 2025-07-18
LINEAGE INC P 2024-07-29 2025-07-18
LAMAR ADVERTISING CO-A P 2024-12-03 2025-04-21
LAMAR ADVERTISING CO-A P 2024-12-03 2025-04-25
LAMAR ADVERTISING CO-A P 2024-12-03 2025-05-01
LAMAR ADVERTISING CO-A P 2024-12-03 2025-05-01
LAMAR ADVERTISING CO-A P 2024-12-11 2025-05-01
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LAMAR ADVERTISING CO-A P 2024-12-13 2025-05-02
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OMEGA HEALTHCARE INVS REIT P 2024-06-17 2025-04-14
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OMEGA HEALTHCARE INVS REIT P 2024-06-26 2025-04-16
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OMEGA HEALTHCARE INVS REIT P 2024-06-27 2025-04-23
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OMEGA HEALTHCARE INVS REIT P 2024-07-11 2025-04-24
OMEGA HEALTHCARE INVS REIT P 2024-07-11 2025-04-28
OMEGA HEALTHCARE INVS REIT P 2024-07-11 2025-05-06
OMEGA HEALTHCARE INVS REIT P 2024-07-16 2025-05-06
OMEGA HEALTHCARE INVS REIT P 2024-07-17 2025-05-06
OMEGA HEALTHCARE INVS REIT P 2024-07-17 2025-05-07
OMEGA HEALTHCARE INVS REIT P 2024-07-17 2025-05-08
OMEGA HEALTHCARE INVS REIT P 2024-07-18 2025-05-08
OMEGA HEALTHCARE INVS REIT P 2024-07-19 2025-05-08
OMEGA HEALTHCARE INVS REIT P 2024-08-01 2025-05-08
OMEGA HEALTHCARE INVS REIT P 2024-08-07 2025-05-08
OMEGA HEALTHCARE INVS REIT P 2024-08-07 2025-06-09
OMEGA HEALTHCARE INVS REIT P 2024-08-08 2025-06-09
OMEGA HEALTHCARE INVS REIT P 2024-08-08 2025-06-10
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OMEGA HEALTHCARE INVS REIT P 2024-08-14 2025-06-17
OMEGA HEALTHCARE INVS REIT P 2024-08-14 2025-06-17
OMEGA HEALTHCARE INVS REIT P 2024-08-14 2025-06-24
OMEGA HEALTHCARE INVS REIT P 2024-08-14 2025-06-24
OMEGA HEALTHCARE INVS REIT P 2024-08-14 2025-06-25
OMEGA HEALTHCARE INVS REIT P 2024-08-19 2025-06-25
OMEGA HEALTHCARE INVS REIT P 2024-08-19 2025-06-26
OMEGA HEALTHCARE INVS REIT P 2024-08-28 2025-06-26
OMEGA HEALTHCARE INVS REIT P 2024-08-28 2025-06-27
PULTEGROUP COVERED SHORT TERM CAPITAL GAINS P 2025-10-14 2025-10-20
AMERICOLD REALTY TR INC P 2022-05-09 2025-06-13
AMERICOLD REALTY TR INC P 2022-05-11 2025-06-13
AMERICOLD REALTY TR INC P 2022-05-11 2025-08-26
AMERICOLD REALTY TR INC P 2022-05-12 2025-08-26
AMERICOLD REALTY TR INC P 2022-05-12 2025-08-27
AMERICOLD REALTY TR INC P 2022-06-27 2025-08-27
AMERICOLD REALTY TR INC P 2022-06-27 2025-09-05
AMERICOLD REALTY TR INC P 2022-06-27 2025-09-15
AMERICOLD REALTY TR INC P 2022-08-08 2025-09-15
PROLOGIS INC P 2022-05-09 2025-08-04
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PROLOGIS INC P 2022-05-09 2025-10-17
PROLOGIS INC P 2022-05-09 2025-10-29
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-05-09 2025-04-02
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-05-09 2025-04-04
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-05-09 2025-04-08
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-05-09 2025-04-08
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-05-09 2025-04-15
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-05-09 2025-04-15
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-05-19 2025-04-15
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-05-19 2025-04-16
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-05-23 2025-04-16
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-05-23 2025-04-16
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-05-23 2025-04-16
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-03 2025-04-16
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-03 2025-04-17
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-03 2025-04-17
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-03 2025-04-21
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-04 2025-04-21
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-04 2025-04-22
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-04 2025-04-23
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-27 2025-04-23
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-27 2025-04-24
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-27 2025-05-01
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-27 2025-05-02
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-27 2025-06-13
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-27 2025-06-16
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-27 2025-10-13
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2022-06-27 2025-10-14
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2023-05-31 2025-10-14
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2023-06-01 2025-10-14
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2023-06-01 2025-12-17
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2023-06-13 2025-12-17
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2023-06-13 2025-12-18
AMERICAN TOWER REIT INC (HLDG CO) SHS P 2023-06-16 2025-12-18
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AMERICAN HOMES 4 RENT P 2023-01-13 2025-11-12
AMERICAN HOMES 4 RENT P 2023-12-07 2025-11-12
BOYD GAMING CORP COM P 2022-05-09 2025-02-07
BOYD GAMING CORP COM P 2022-05-09 2025-02-11
BOYD GAMING CORP COM P 2022-05-09 2025-05-23
BOYD GAMING CORP COM P 2022-06-27 2025-05-23
BOYD GAMING CORP COM P 2022-06-27 2025-07-31
BOYD GAMING CORP COM P 2022-06-27 2025-08-04
BOYD GAMING CORP COM P 2023-01-13 2025-08-04
BOYD GAMING CORP COM P 2023-01-13 2025-08-05
BOYD GAMING CORP COM P 2023-01-13 2025-08-07
BOYD GAMING CORP COM P 2023-10-26 2025-08-07
BOYD GAMING CORP COM P 2023-10-27 2025-08-08
BOYD GAMING CORP COM P 2023-10-27 2025-08-11
BOYD GAMING CORP COM P 2023-10-27 2025-09-10
BOYD GAMING CORP COM P 2023-10-27 2025-09-15
BOYD GAMING CORP COM P 2023-12-27 2025-09-15
BOYD GAMING CORP COM P 2023-12-27 2025-10-10
BOYD GAMING CORP COM P 2023-12-27 2025-10-13
BOYD GAMING CORP COM P 2023-12-27 2025-10-15
BOYD GAMING CORP COM P 2024-04-26 2025-10-15
BOYD GAMING CORP COM P 2024-04-26 2025-10-16
BOYD GAMING CORP COM P 2022-09-26 2025-01-23
BOYD GAMING CORP COM P 2022-09-28 2025-01-23
ESSEX PPTY TR INC COM REIT P 2023-01-13 2025-10-14
ESSEX PPTY TR INC COM REIT P 2023-06-05 2025-10-14
EXTRA SPACE STORAGE INC P 2022-07-21 2025-05-01
EXTRA SPACE STORAGE INC P 2022-07-21 2025-05-02
EXTRA SPACE STORAGE INC P 2023-05-03 2025-05-02
EXTRA SPACE STORAGE INC P 2023-05-04 2025-05-02
EQUINIX INC P 2022-05-09 2025-04-01
EQUINIX INC P 2022-05-09 2025-10-31
EQUINIX INC P 2022-05-27 2025-10-31
EQUINIX INC P 2022-04-18 2025-07-23
EQUINIX INC P 2022-04-20 2025-07-23
EQUINIX INC P 2022-05-09 2025-07-23
EQUINIX INC P 2022-05-09 2025-07-30
HEALTHCARE TR OF AMER INC P 2022-05-09 2025-12-15
HEALTHCARE TR OF AMER INC P 2022-07-26 2025-12-15
HEALTHCARE TR OF AMER INC P 2022-07-26 2025-12-17
HEALTHCARE TR OF AMER INC P 2022-07-26 2025-12-22
HOST HOTELS & RESORTS REIT P 2022-05-09 2025-11-14
HOST HOTELS & RESORTS REIT P 2022-06-27 2025-11-14
IRON MOUNTAIN REIT INC SHS P 2023-10-23 2025-02-18
IRON MOUNTAIN REIT INC SHS P 2023-10-23 2025-02-20
IRON MOUNTAIN REIT INC SHS P 2023-10-25 2025-02-20
IRON MOUNTAIN REIT INC SHS P 2023-10-25 2025-02-21
IRON MOUNTAIN REIT INC SHS P 2023-11-02 2025-02-21
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INVITATION HOMES INC P 2022-05-09 2025-10-08
INVITATION HOMES INC P 2022-05-09 2025-10-10
INVITATION HOMES INC P 2022-05-09 2025-10-14
INVITATION HOMES INC P 2022-05-09 2025-10-15
KIMCO REALTY CORP MD COM REIT P 2023-03-27 2025-01-30
OMEGA HEALTHCARE INVS REIT P 2024-08-28 2025-12-08
OMEGA HEALTHCARE INVS REIT P 2024-09-03 2025-12-08
OMEGA HEALTHCARE INVS REIT P 2024-09-03 2025-12-11
OMEGA HEALTHCARE INVS REIT P 2024-09-05 2025-12-11
OMEGA HEALTHCARE INVS REIT P 2024-09-05 2025-12-15
OMEGA HEALTHCARE INVS REIT P 2024-09-06 2025-12-15
OMEGA HEALTHCARE INVS REIT P 2024-09-11 2025-12-15
OMEGA HEALTHCARE INVS REIT P 2024-09-11 2025-12-17
OMEGA HEALTHCARE INVS REIT P 2024-09-12 2025-12-17
OMEGA HEALTHCARE INVS REIT P 2024-09-12 2025-12-18
OMEGA HEALTHCARE INVS REIT P 2024-11-14 2025-12-18
PUBLIC STORAGE $0.10 REIT P 2023-01-13 2025-04-17
PUBLIC STORAGE $0.10 REIT P 2023-01-13 2025-04-25
PUBLIC STORAGE $0.10 REIT P 2023-01-13 2025-06-20
PUBLIC STORAGE $0.10 REIT P 2023-01-13 2025-06-20
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PUBLIC STORAGE $0.10 REIT P 2024-03-19 2025-10-30
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PUBLIC STORAGE $0.10 REIT P 2024-05-09 2025-12-15
PUBLIC STORAGE $0.10 REIT P 2024-07-11 2025-12-15
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REALTY INCM CRP MD PV$1. REIT P 2023-01-13 2025-01-30
REALTY INCM CRP MD PV$1. REIT P 2023-01-13 2025-06-20
REALTY INCM CRP MD PV$1. REIT P 2023-01-13 2025-08-27
REALTY INCM CRP MD PV$1. REIT P 2023-03-21 2025-08-27
REALTY INCM CRP MD PV$1. REIT P 2023-03-21 2025-08-28
REALTY INCM CRP MD PV$1. REIT P 2023-03-21 2025-08-29
SUN COMMNTYS INC REIT P 2022-04-18 2025-07-11
SUN COMMNTYS INC REIT P 2022-04-18 2025-07-14
SUN COMMNTYS INC REIT P 2022-04-20 2025-07-14
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SIMON PROPERTY GROUP DEL REIT P 2022-05-09 2025-01-10
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WELLTOWER INC P 2022-05-09 2025-08-05
WELLTOWER INC P 2022-05-09 2025-08-06
WELLTOWER INC P 2022-05-09 2025-09-04
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WELLTOWER INC P 2022-06-27 2025-12-10
WELLTOWER INC P 2022-06-27 2025-12-12
WELLTOWER INC P 2022-06-27 2025-12-15
UDR INC P 2022-05-09 2025-10-14
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VICI PPTYS INC P 2023-07-27 2025-03-14
VICI PPTYS INC P 2023-08-03 2025-03-14
VICI PPTYS INC P 2023-08-03 2025-03-17
VICI PPTYS INC P 2023-11-30 2025-03-17
VICI PPTYS INC P 2023-11-30 2025-03-18
VICI PPTYS INC P 2023-11-30 2025-03-20
VICI PPTYS INC P 2023-11-30 2025-03-21
VICI PPTYS INC P 2023-11-30 2025-03-25
VICI PPTYS INC P 2023-11-30 2025-03-27
VICI PPTYS INC P 2023-11-30 2025-04-04
VICI PPTYS INC P 2023-12-07 2025-04-04
VICI PPTYS INC P 2023-12-07 2025-04-07
VICI PPTYS INC P 2023-12-07 2025-05-19
VICI PPTYS INC P 2023-12-07 2025-05-22
VICI PPTYS INC P 2023-12-28 2025-05-22
VICI PPTYS INC P 2023-12-28 2025-05-23
VICI PPTYS INC P 2024-01-04 2025-05-23
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VICI PPTYS INC P 2024-01-11 2025-06-20
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VICI PPTYS INC P 2024-01-11 2025-11-20
VICI PPTYS INC P 2024-02-29 2025-11-20
VICI PPTYS INC P 2024-02-29 2025-11-21
VICI PPTYS INC P 2024-02-29 2025-11-24
VICI PPTYS INC P 2024-02-29 2025-11-26
VICI PPTYS INC P 2024-04-11 2025-11-26
VICI PPTYS INC P 2024-04-11 2025-12-01
VICI PPTYS INC P 2024-08-08 2025-12-01
WEYERHAEUSER CO P 2022-05-09 2025-07-03
WEYERHAEUSER CO P 2022-05-09 2025-07-03
WEYERHAEUSER CO P 2024-01-29 2025-07-03
WEYERHAEUSER CO P 2022-05-09 2025-07-08
WEYERHAEUSER CO P 2024-01-29 2025-07-08
WEYERHAEUSER CO P 2024-01-29 2025-07-08
WEYERHAEUSER CO P 2024-01-30 2025-07-08
WEYERHAEUSER CO P 2024-01-30 2025-07-09
WEYERHAEUSER CO P 2024-02-01 2025-07-09
WEYERHAEUSER CO P 2024-02-05 2025-07-09
WEYERHAEUSER CO P 2024-02-06 2025-07-09
WEYERHAEUSER CO P 2024-02-07 2025-07-09
WEYERHAEUSER CO P 2024-02-12 2025-07-09
(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 4,926     4,926
b 39,174     39,174
c 289,993   290,007 -14
d 289,993   289,993 0
e 289,993   290,020 -27
289,993   290,007 -14
144,993   145,005 -12
114,993   115,005 -12
119,993   120,006 -13
99,997   100,006 -9
179,995   180,007 -12
194,993   195,007 -14
249,993   250,000 -7
119,993   120,004 -11
99,993   100,000 -7
259,993   260,004 -11
289,993   290,000 -7
119,993   120,002 -9
289,993   290,008 -15
99,993   100,005 -12
289,993   290,000 -7
119,993   120,006 -13
99,993   100,008 -15
249,993   250,000 -7
119,993   120,006 -13
119,993   120,000 -7
119,993   120,006 -13
139,993   140,000 -7
154,993   155,000 -7
99,993   100,000 -7
119,993   120,004 -11
99,996   100,005 -9
99,996   100,006 -10
299,993   300,004 -11
119,993   120,005 -12
119,993   120,004 -11
119,997   120,027 -30
169,996   170,003 -7
99,994   99,994 0
19,999   19,999 0
99,993   99,993 0
119,993   120,002 -9
289,993   290,000 -7
54,176   54,519 -343
14,651   16,358 -1,707
8,636   9,209 -573
97,973   101,552 -3,579
7,712   7,789 -77
18,253   18,279 -26
19,642   24,492 -4,850
21,171   15,201 5,970
11,266   12,475 -1,209
15,470   17,165 -1,695
51,033   66,044 -15,011
8,820   8,609 211
16,105   18,088 -1,983
17,253   17,960 -707
27,811   28,802 -991
19,625   19,842 -217
13,784   17,256 -3,472
38,546   28,774 9,772
12,889   12,605 284
79,226   121,880 -42,654
13,045   17,055 -4,010
50,174   53,055 -2,881
15,502   14,461 1,041
13,925   14,228 -303
101,653   98,008 3,645
21,712   21,158 554
10,856   10,234 622
6,484   3,475 3,009
21,220   12,496 8,724
18,196   17,516 680
13,226   13,267 -41
34,137   48,171 -14,034
67,033   87,400 -20,367
9,103   11,147 -2,044
16,641   17,924 -1,283
3,722   3,609 113
11,415   11,991 -576
3,606   3,614 -8
11,332   12,626 -1,294
15,325   14,257 1,068
17,622   18,403 -781
11,910   11,985 -75
18,414   19,788 -1,374
17,681   18,875 -1,194
10,672   11,728 -1,056
32,458   29,227 3,231
11,796   13,562 -1,766
10,630   20,793 -10,163
11,918   12,413 -495
29,491   11,823 17,668
3,010   211 2,799
18,061   3,031 15,030
47,008   25,797 21,211
4,821   2,309 2,512
19,044   7,096 11,948
23,142   13,107 10,035
12,292   9,734 2,558
21,286   7,980 13,306
140,985   51,839 89,146
1,950   1,354 596
21,228   16,613 4,615
27,609   5,880 21,729
23,249   14,308 8,941
80,448   13,947 66,501
8,676   6,106 2,570
14,343   14,018 325
57,441   55,971 1,470
5,158   4,879 279
43,063   45,078 -2,015
86,381   90,494 -4,113
130,043   86,869 43,174
47,411   25,957 21,454
839   669 170
27,138   22,213 4,925
2,901   1,458 1,443
16,089   8,704 7,385
14,911   4,656 10,255
6,930   2,165 4,765
13,441   4,197 9,244
4,410   1,378 3,032
8,190   3,185 5,005
124,730   48,068 76,662
96,305   95,965 340
124,880   125,686 -806
17,148   16,435 713
14,458   14,020 438
154,017   88,349 65,668
17,103   12,732 4,371
4,230   601 3,629
12,266   5,818 6,448
15,687   12,353 3,334
2,324   601 1,723
4,437   1,201 3,236
38,457   16,085 22,372
2,747   1,254 1,493
5,705   2,604 3,101
9,931   4,523 5,408
34,865   15,880 18,985
9,086   4,138 4,948
3,170   2,492 678
6,128   4,692 1,436
10,142   8,013 2,129
2,699   2,289 410
43,013   8,401 34,612
131,217   55,485 75,732
14,819   2,725 12,094
160,948   52,665 108,283
36,213   12,194 24,019
38,883   5,991 32,892
29,891   20,352 9,539
69,524   66,354 3,170
103,346   96,203 7,143
22,730   13,753 8,977
2,168   3,012 -844
917   1,425 -508
53,563   13,700 39,863
8,698   742 7,956
102,839   49,994 52,845
44,065   21,011 23,054
24,878   13,966 10,912
132,929   5,167 127,762
23,714   13,632 10,082
3,019   3,719 -700
3,804   3,066 738
7,684   6,740 944
2,426   3,078 -652
21,477   11,382 10,095
17,384   12,897 4,487
64,657   45,884 18,773
33,202   21,675 11,527
2,184   1,667 517
2,621   2,034 587
23,809   20,346 3,463
4,587   3,906 681
85,310   163,350 -78,040
15,808   30,069 -14,261
16,081   29,114 -13,033
2,724   1,756 968
949   1,111 -162
1,358   1,555 -197
582   673 -91
574   673 -99
191   227 -36
814   906 -92
1,221   1,360 -139
1,017   1,148 -131
692   570 122
992   810 182
322   322 0
515   512 3
455   448 7
455   447 8
593   575 18
198   200 -2
740   732 8
539   542 -3
137   136 1
753   760 -7
208   207 1
486   477 9
347   337 10
275   270 5
962   938 24
412   399 13
883   679 204
127   97 30
1,057   824 233
722   559 163
543   427 116
125   98 27
244   196 48
366   316 50
820   702 118
123   97 26
781   1,543 -762
1,033   2,030 -997
868   1,743 -875
1,066   1,326 -260
783   928 -145
344   400 -56
229   265 -36
229   261 -32
115   129 -14
466   517 -51
582   651 -69
639   632 7
639   616 23
511   493 18
38   32 6
762   657 105
616   526 90
269   232 37
797   696 101
38   34 4
228   204 24
491   443 48
216   204 12
469   455 14
180   178 2
467   462 5
141   142 -1
565   567 -2
565   568 -3
601   612 -11
389   408 -19
659   667 -8
329   333 -4
987   1,000 -13
184   184 0
257   265 -8
478   478 0
186   189 -3
819   819 0
221   227 -6
331   339 -8
294   301 -7
110   117 -7
402   429 -27
2,367   2,363 4
453   667 -214
184   272 -88
136   222 -86
694   1,105 -411
45   72 -27
831   1,644 -813
726   1,527 -801
261   558 -297
384   849 -465
2,523   2,428 95
674   607 67
447   405 42
1,133   1,012 121
2,347   1,922 425
1,126   910 216
873   925 -52
2,919   3,007 -88
2,090   2,314 -224
209   233 -24
880   942 -62
1,100   1,163 -63
220   255 -35
877   1,021 -144
219   253 -34
439   509 -70
439   511 -72
877   778 99
666   639 27
444   389 55
216   213 3
216   199 17
658   596 62
210   199 11
210   262 -52
1,712   2,096 -384
2,234   2,619 -385
1,335   1,572 -237
2,143   2,619 -476
2,378   2,881 -503
731   1,048 -317
369   524 -155
1,290   1,284 6
1,290   1,313 -23
178   188 -10
2,494   2,654 -160
175   190 -15
175   192 -17
95   99 -4
792   818 -26
32   33 -1
645   653 -8
645   696 -51
845   612 233
934   668 266
1,238   946 292
146   106 40
1,274   794 480
416   265 151
249   175 74
249   175 74
246   175 71
737   500 237
573   389 184
406   278 128
510   334 176
338   222 116
844   627 217
328   251 77
411   313 98
335   251 84
84   53 31
656   423 233
363   207 156
2,357   1,296 1,061
256   221 35
513   454 59
888   1,047 -159
149   175 -26
746   739 7
448   450 -2
4,040   3,385 655
849   677 172
849   691 158
215   304 -89
154   224 -70
215   271 -56
904   1,161 -257
327   453 -126
189   252 -63
396   526 -130
844   1,144 -300
526   576 -50
841   777 64
750   468 282
185   117 68
1,484   932 552
550   349 201
1,191   758 433
302   328 -26
991   1,275 -284
618   801 -183
972   1,275 -303
765   983 -218
627   801 -174
887   720 167
458   389 69
229   196 33
354   314 40
133   119 14
177   159 18
221   191 30
662   583 79
311   272 39
445   389 56
134   117 17
669   600 69
1,184   1,178 6
1,160   1,178 -18
289   300 -11
867   883 -16
578   591 -13
1,128   1,182 -54
282   294 -12
1,164   1,178 -14
568   568 0
1,164   1,141 23
582   582 0
567   567 0
283   278 5
532   615 -83
532   556 -24
546   556 -10
1,366   1,375 -9
273   275 -2
1,091   1,188 -97
796   951 -155
511   494 17
630   574 56
234   208 26
468   481 -13
581   601 -20
1,055   1,081 -26
375   547 -172
125   182 -57
125   189 -64
125   156 -31
628   779 -151
250   312 -62
1,749   2,181 -432
127   156 -29
1,520   1,946 -426
882   1,135 -253
502   649 -147
125   156 -31
1,128   1,403 -275
376   398 -22
381   398 -17
508   555 -47
127   144 -17
1,534   1,076 458
1,052   717 335
712   478 234
1,472   957 515
1,099   717 382
551   359 192
4,128   2,989 1,139
1,626   1,196 430
1,145   837 308
659   478 181
1,923   1,554 369
778   598 180
627   478 149
322   239 83
644   404 240
1,462   910 552
1,002   607 395
832   505 327
1,245   708 537
1,258   708 550
884   505 379
700   404 296
534   303 231
182   101 81
1,086   607 479
906   505 401
1,676   910 766
559   293 266
1,651   878 773
546   293 253
548   293 255
1,278   706 572
406   406 0
406   406 0
203   203 0
406   406 0
203   233 -30
393   563 -170
197   273 -76
197   251 -54
397   505 -108
198   251 -53
595   704 -109
384   469 -85
192   233 -41
192   224 -32
384   383 1
384   383 1
384   415 -31
1,526   777 749
683   345 338
832   432 400
677   345 332
169   83 86
1,620   665 955
196   83 113
934   416 518
3,413   1,497 1,916
109   144 -35
835   1,107 -272
1,146   1,540 -394
2,020   2,011 9
160   153 7
391   368 23
456   415 41
718   653 65
510   475 35
1,487   1,394 93
1,692   1,572 120
1,062   979 83
340   326 14
247   240 7
1,075   1,080 -5
707   660 47
1,715   1,650 65
468   478 -10
375   382 -7
625   643 -18
743   740 3
32   31 1
721   682 39
1,128   1,055 73
1,779   1,830 -51
936   992 -56
377   403 -26
406   417 -11
755   774 -19
891   923 -32
174   179 -5
1,710   1,665 45
767   762 5
170   187 -17
397   397 0
79   119 -40
264   264 0
388   587 -199
155   199 -44
259   326 -67
466   592 -126
654   823 -169
523   663 -140
968   1,195 -227
366   460 -94
759   951 -192
523   667 -144
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       4,926
b       39,174
c       -14
d       0
e       -27
      -14
      -12
      -12
      -13
      -9
      -12
      -14
      -7
      -11
      -7
      -11
      -7
      -9
      -15
      -12
      -7
      -13
      -15
      -7
      -13
      -7
      -13
      -7
      -7
      -7
      -11
      -9
      -10
      -11
      -12
      -11
      -30
      -7
      0
      0
      0
      -9
      -7
      -343
      -1,707
      -573
      -3,579
      -77
      -26
      -4,850
      5,970
      -1,209
      -1,695
      -15,011
      211
      -1,983
      -707
      -991
      -217
      -3,472
      9,772
      284
      -42,654
      -4,010
      -2,881
      1,041
      -303
      3,645
      554
      622
      3,009
      8,724
      680
      -41
      -14,034
      -20,367
      -2,044
      -1,283
      113
      -576
      -8
      -1,294
      1,068
      -781
      -75
      -1,374
      -1,194
      -1,056
      3,231
      -1,766
      -10,163
      -495
      17,668
      2,799
      15,030
      21,211
      2,512
      11,948
      10,035
      2,558
      13,306
      89,146
      596
      4,615
      21,729
      8,941
      66,501
      2,570
      325
      1,470
      279
      -2,015
      -4,113
      43,174
      21,454
      170
      4,925
      1,443
      7,385
      10,255
      4,765
      9,244
      3,032
      5,005
      76,662
      340
      -806
      713
      438
      65,668
      4,371
      3,629
      6,448
      3,334
      1,723
      3,236
      22,372
      1,493
      3,101
      5,408
      18,985
      4,948
      678
      1,436
      2,129
      410
      34,612
      75,732
      12,094
      108,283
      24,019
      32,892
      9,539
      3,170
      7,143
      8,977
      -844
      -508
      39,863
      7,956
      52,845
      23,054
      10,912
      127,762
      10,082
      -700
      738
      944
      -652
      10,095
      4,487
      18,773
      11,527
      517
      587
      3,463
      681
      -78,040
      -14,261
      -13,033
      968
      -162
      -197
      -91
      -99
      -36
      -92
      -139
      -131
      122
      182
      0
      3
      7
      8
      18
      -2
      8
      -3
      1
      -7
      1
      9
      10
      5
      24
      13
      204
      30
      233
      163
      116
      27
      48
      50
      118
      26
      -762
      -997
      -875
      -260
      -145
      -56
      -36
      -32
      -14
      -51
      -69
      7
      23
      18
      6
      105
      90
      37
      101
      4
      24
      48
      12
      14
      2
      5
      -1
      -2
      -3
      -11
      -19
      -8
      -4
      -13
      0
      -8
      0
      -3
      0
      -6
      -8
      -7
      -7
      -27
      4
      -214
      -88
      -86
      -411
      -27
      -813
      -801
      -297
      -465
      95
      67
      42
      121
      425
      216
      -52
      -88
      -224
      -24
      -62
      -63
      -35
      -144
      -34
      -70
      -72
      99
      27
      55
      3
      17
      62
      11
      -52
      -384
      -385
      -237
      -476
      -503
      -317
      -155
      6
      -23
      -10
      -160
      -15
      -17
      -4
      -26
      -1
      -8
      -51
      233
      266
      292
      40
      480
      151
      74
      74
      71
      237
      184
      128
      176
      116
      217
      77
      98
      84
      31
      233
      156
      1,061
      35
      59
      -159
      -26
      7
      -2
      655
      172
      158
      -89
      -70
      -56
      -257
      -126
      -63
      -130
      -300
      -50
      64
      282
      68
      552
      201
      433
      -26
      -284
      -183
      -303
      -218
      -174
      167
      69
      33
      40
      14
      18
      30
      79
      39
      56
      17
      69
      6
      -18
      -11
      -16
      -13
      -54
      -12
      -14
      0
      23
      0
      0
      5
      -83
      -24
      -10
      -9
      -2
      -97
      -155
      17
      56
      26
      -13
      -20
      -26
      -172
      -57
      -64
      -31
      -151
      -62
      -432
      -29
      -426
      -253
      -147
      -31
      -275
      -22
      -17
      -47
      -17
      458
      335
      234
      515
      382
      192
      1,139
      430
      308
      181
      369
      180
      149
      83
      240
      552
      395
      327
      537
      550
      379
      296
      231
      81
      479
      401
      766
      266
      773
      253
      255
      572
      0
      0
      0
      0
      -30
      -170
      -76
      -54
      -108
      -53
      -109
      -85
      -41
      -32
      1
      1
      -31
      749
      338
      400
      332
      86
      955
      113
      518
      1,916
      -35
      -272
      -394
      9
      7
      23
      41
      65
      35
      93
      120
      83
      14
      7
      -5
      47
      65
      -10
      -7
      -18
      3
      1
      39
      73
      -51
      -56
      -26
      -11
      -19
      -32
      -5
      45
      5
      -17
      0
      -40
      0
      -199
      -44
      -67
      -126
      -169
      -140
      -227
      -94
      -192
      -144
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 1,107,923
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 20,733
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 20,733
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 20,733
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1,059
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 21,792
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)
TX
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 ofF FOX BENTON III Telephone no. (713) 680-8280

Located at8818 STABLE CREST BLVDHOUSTONTX ZIP+477024
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)
 
No
(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
 
 
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
F FOX BENTON III PRESIDENT
0.00 		0 0 0
8818 STABLE CREST BLVD
HOUSTON,TX77024
LUCIA T BENTON VICE-PRESIDENT
0.00 		0 0 0
3 WAVERLY COURT
HOUSTON,TX77005
LIZINKA C BENTON-RZEZNIK VICE-PRESIDENT
0.00 		0 0 0
12 POND VIEW LANE
STAMFORD,CT06903
MONICA BENTON SECRETARY
0.00 		0 0 0
8818 STABLE CREST BLVD
HOUSTON,TX77024
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
24,509,670
b
Average of monthly cash balances.......................
1b
730,590
c
Fair market value of all other assets (see instructions)................
1c
193,774
d
Total (add lines 1a, 1b, and 1c).......................
1d
25,434,034
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
25,434,034
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
381,511
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,052,523
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,252,626
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
1,252,626
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
20,733
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,733
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,231,893
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,231,893
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
1,231,893
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
1,125,000
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
1,125,000
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 1,231,893
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,106,819
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: $ 1,125,000
a Applied to 2024, but not more than line 2a 1,106,819
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..... 18,181
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 .......... 		1,213,712
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

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMANN PARK DR
HOUSTON,TX77030 		NONE   CHARITABLE 600,000

STAMFORD MUSEUM & NATURE CENTER

39 SCOFIELDTOWN ROAD
STAMFORD,CT06903 		NONE   CHARITABLE 200,000

THE CENTER FOR STUDY OF CLASSICAL ARCHITECTURE

20 WEST 44TH STREET SUITE 310
NEW YORK,NY10036 		NONE   CHARITABLE 325,000
Total ................................. 3a 1,125,000
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 ........... 		    14 70,206  
4 Dividends and interest from securities ....     14 514,098  
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 55  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,107,923  
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 1,692,282 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,692,282
(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 BENTON FAMILY FOUNDATION
EIN:
76-0537349
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,875 12,875   0

TY 2025 InvestmentsCorpStockSchedule
Name:
THE BENTON FAMILY FOUNDATION
EIN:
76-0537349
Name of Stock End of Year Book Value End of Year Fair Market Value
MARKETABLE SECURITIES 15,323,869 24,007,200

TY 2025 InvestmentsOtherSchedule2
Name:
THE BENTON FAMILY FOUNDATION
EIN:
76-0537349
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN STONETOWN 8 LLLP AT COST 266,837 266,837

TY 2025 OtherDecreasesSchedule
Name:
THE BENTON FAMILY FOUNDATION
EIN:
76-0537349
Description Amount
CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS 10,202


TY 2025 OtherExpensesSchedule
Name:
THE BENTON FAMILY FOUNDATION
EIN:
76-0537349
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NONDEDUCTIBLE EXPENSES 11 0   0
RENTAL LOSS FROM K-1 30,629 30,629   0


TY 2025 OtherIncomeSchedule2
Name:
THE BENTON FAMILY FOUNDATION
EIN:
76-0537349
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 55 55 55


TY 2025 OtherProfessionalFeesSchedule
Name:
THE BENTON FAMILY FOUNDATION
EIN:
76-0537349
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 137,976 137,976   0


TY 2025 TaxesSchedule
Name:
THE BENTON FAMILY FOUNDATION
EIN:
76-0537349
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 1,095 1,095   0
FEDERAL EXCISE TAX 20,052 0   0