2026-07-31T08:22:08-05:00 2025-12-31 131833422 ASH & PARSONT LLP 122 EAST 42ND STREET SUITE 1507 NEW YORK NY 101681599 990PF 2025-01-01 223390586 THE ELIZABETH & BARETS O BENJAMIN CHARITABLE FOUNDATION INC ELIZ 9733029700 CO SASS 210 PARK AVENUE 2ND FLOOR FLORHAM PARK NJ 07932 PETER LASSER PRESIDENT 4049091467 2026-07-30 1 NEIL D ASH P00110544 2129531250 2026-07-30 2025 2025-03-06 01:10:19Z X 14967300 X X 158729 158729 126667 126667 891484 2660816 891484 1176880 1176880 0 0 0 7198 0 7198 13250 13250 0 152813 82913 69900 10620 1649 0 215 0 215 184096 97812 77313 712500 712500 896596 97812 789813 280284 1079068 42272 665150 665150 1032961 1236469 1236738 4742554 4276463 9847888 3278627 3190411 3202989 6330 14535 14535 9102744 9383028 14967300 0 0 X 0 0 0 0 9102744 9383028 9102744 9383028 9102744 9383028 9102744 280284 0 9383028 0 9383028 PUBLICLY TRADED SECURITIES P 160463 130058 30405 30405 PUBLICLY TRADED SECURITIES P 2500184 1639274 860910 860910 CAPITAL GAINS DIVIDENDS P 169 169 169 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698341 698341 14999 14999 683342 0 683342 0 683342 789813 0 789813 683342 0 0 71808 74298 76274 39343 261723 789813 0 0 0 683342 106471 0 0 368194 0 0 0 0 0 0 71808 296386 74298 76274 39343 106471 X BENJAMIN SCHOLARSHIP FUND 301 W ATLANTIC AVENUE SUITE 05 DELRAY BEACH FL 33444 NONE NC FOR OPERATIONS 712500 712500 0 14 158729 14 126667 18 891484 0 1176880 0 1176880 0 0 0 0 0 0 0 0 0 0 ASH & PARSONT LLP 13250 13250 0 100,000 ABBVIE INC 4.25% 11/14/28 102928 101108 100,000 ALPHABET INC 4.1% 11/15/30 99963 100307 100,000 BROADCOM INC 4.2% 10/15/30 99638 99924 100,000 JABIL 4.25% 5/15/27 95070 100139 100,000 MORGAN STANLEY 4.994% 4/12/29 100000 101981 100,000 TARGET CORP 4.5% 9/15/32 97105 100988 35,000 AT&T INC 4.35% 3/01/29 34828 35182 35,000 BLACKROCK INC 3.25% 4/30/29 34717 34300 35,000 DUKE ENERGY 4.95% 1/15/33 34620 36049 35,000 LOCKHEED MARTIN CORP 4.4% 8/15/30 34957 35336 40,000 ELEVANCE HEALTH 2.875% 9/15/29 39952 38128 40,000 JPMORGAN CHASE & CO V/R 1/29/27 40000 39993 40,000 WELLTOWER INC 2.7% 2/15/27 39957 39470 45,000 AMGEN 5.25% 3/2/33 44969 46582 45,000 ARES CAPITAL CORP 5.8% 3/08/32 44538 45442 45,000 AVANGRID INC 3.8% 6/01/29 44936 44411 45,000 BANK OF AMERICA 4.745% 9/15/26 44442 45100 45,000 DELL INTL LLC 4/15/34 44711 46211 45,000 GILEAD SCIENCES INC 1.2% 10/01/27 44961 43105 45,000 HALLIBURTON CO 2.92% 3/01/30 44988 42568 45,000 INTUIT 5.2% 9/15/33 44740 47046 45,000 JEFFERIES FINANCIAL GROUP 4/14/34 44473 47493 45,000 M&T BANK 7.413% 10/30/29 45000 48821 45,000 M&T BK CORP 3/13/32 45000 47802 45,000 NISOURCE 5.4% 6/30/33 44832 46666 45,000 PFIZER INVESTMENT 4.75% 5/19/33 44933 45563 45,000 PROLOGIS LP 2.125% 4/15/27 44779 44041 45,000 PRUDENTIAL FINL MTN 1.5% 3/10/26 44859 44789 45,000 WALMART INC 1.5% 9/22/28 44952 42550 50,000 BANK MONTREAL MEDIUM 9/10/30 50000 50666 50,000 BLACKROCK 4.75% 5/25/33 49308 51153 50,000 BOSTON PPTYS LTD 1/15/35 49980 51421 50,000 COCA COLA CO/THE 1.45% 6/01/27 49939 48520 50,000 EXXON MOBIL CORP 3.043% 3/01/26 50060 49935 50,000 KROGER CO 9/15/34 49920 50276 50,000 VERIZON 1.75% 1/20/31 49773 44012 60,000 CELGENE CORP 3.9% 2/20/28 59485 60034 60,000 COMCAST CORP 5.5% 11/15/32 60481 63375 60,000 DOMINION ENERGY GAS HOLDINGS LLC 5.8% 1/15/35 59829 63353 60,000 HOME DEPOT 4.5% 9/15/32 59096 60725 60,000 META PLATFORMS 4.95% 5/15/33 59885 61739 60,000 SOUTHERN POWER 4.9% 10/1/35 59465 59353 60,000 UNITEDHEALTH GROUP 2.875% 8/15/29 60515 57616 65,000 AUTODESK INC 2.4% 12/15/31 64365 57783 65,000 ELEVANCE HEALTH 5.5% 10/15/32 67428 68429 65,000 LOWE'S COS INC 1.3% 4/15/28 64954 61300 65,000 PNC FINANCIAL 5.068% 1/24/34 65000 66503 65,000 REALTY INCOME 4.85% 3/15/30 64207 66744 65,000 TOYOTA MOTOR CR CORP 1.125% 6/18/26 64971 64211 70,000 BK OF N S 1.95% 2/02/27 69969 68620 70,000 NUTRIEN LTD 4.2% 4/01/29 68578 69873 75,000 BOSTON PPTYS LP 4.5% 12/01/28 73257 75485 75,000 ORACLE CORP 4.45% 9/26/30 74942 73376 80,000 AT&T INC 1.65% 2/01/28 79899 76258 95,000 HOST HOTELS 3.375% 12/15/29 94257 91134 ABBOTT LABORATORIES-239 SHS 27271 29944 ABBVIE INC COM-327 SHS 54441 74716 ADOBE INC COM-70 SHS 34260 24499 ADVANCED DRAINAGE SYSTEMS-203 SHS 22820 29400 AIRBNB INC - CLASS A-182 SHS 25283 24701 ALPHABET INC/CA-CL A-470 SHS 13243 147110 ALPHABET INC-CL C-1,464 SHS 14661 459403 AMAZON.COM INC-1,470 SHS 78879 339305 AMERICAN WATER WORKS-318SHS 7097 41499 AMGEN INC-88 SHS 27265 28803 ANALOG DEVICE INC-232 SHS 50869 62918 AON PLC-184 SHS 42334 64930 APPLE INC-1,933 SHS 80734 525505 ASTRAZENECA PLC SPONS ADR-413 SHS 26308 37967 AXON ENTERPRISE-37 SHS 6883 21013 BANK OF AMERICA CORP-1,831 SHS 40344 100705 BERKSHIRE HATHAWAY INC-142 SHS 59474 71376 BLACKROCK INC-37 SHS 31896 39603 BLOOM ENERGY CORP COM-248 SHS 4971 21549 BOEING CO-155 SHS 26790 33654 BOSTON SCIENTIFIC-914 SHS 48333 87150 BROADCOM-757 SHS 78137 261998 CATERPILLAR INC-70 SHS 37351 40101 CHUBB LTD-234 SHS 23527 73036 CINTAS CORP-327 SHS 9543 61499 CLOUDFLARE INC-CLASS A-156 SHS 11291 30755 COREWEAVE INC-249 SHS 22480 17831 COSTAR GROUP INC-162 SHS 14440 10893 COSTCO WHOLESALE-59 SHS 8245 50878 DANAHER CORP-235 SHS 8365 53796 EATON CORP PLC-365 SHS 32060 116256 ELI LILLY-234 SHS 67788 251475 EXXON MOBIL CORP COM-519 SHS 47793 62456 FIGMA INC CLASS A-399 SHS 21376 14911 GE AEROSPACE COM NEW-187 SHS 33681 57602 GOLDMAN SACHS GROUP INC-99 SHS 63466 87021 HEICO CORP CL A-425 SHS 39364 107283 HERSHEY CO-262 SHS 37321 47679 HOME DEPOT-390 SHS 29739 134199 HONEYWELL INTERNATIONAL INC-261 SHS 34445 50918 HUBSPOT INC- 117 SHS 71088 46952 INTERNATIONAL EXCHANGE INC COM-104 SHS 14346 16844 INTUIT INC-140 SHS 15036 92739 INTUITIVE SURGICAL INC-53 SHS 10649 30017 JOHNSON & JOHNSON-417 SHS 70715 86298 JP MORGAN CHASE & CO-448 SHS 24259 144355 LINDE PLC-223 SHS 46916 95085 M&T BANK CORP-264 SHS 45047 53191 MARSH & MCLENNAN COMPANIES INC-144 SHS 29131 26715 MASTERCARD INCORPORATED-172 SHS 83282 98191 MERCADOLIBRE INC-15 SHS 8627 30214 MERCK & CO INC COM-343 SHS 41084 36104 META PLATFORMS-375 SHS 119136 247534 MICROSOFT CORP-1,159 SHS 94715 560516 NETFLIX-1,700 SHS 49425 159392 NEXTERA ENERGY INC-1,002 SHS 42617 80441 NEXTPOWER INC CLASS A COM-320 SHS 13723 27875 NOVO NORDISK A/S ADR-135 SHS 14187 6869 NVIDIA CORP-4,145 SHS 55748 773043 OLD DOMINION FGHT LINE INC-155 SHS 24079 24304 PALANTIR TECHNOLOGIES INC-153 SHS 2147 27196 PALO ALTO NETWORKS INC-680 SHS 26053 125256 PARKER-HANNIFIN CORP-108 SHS 64022 94928 PEPSICO INC-365 SHS 63943 52385 PROCTER AND GAMBLE CO-352 SHS 55541 50445 PROGRESSIVE CORP COM-69 SHS 14201 15713 QUANTA SERVICES COM-53 SHS 14103 22369 REINSURANCE GROUP OF AMERICA INC-373 SHS 51464 75891 RTX CORPORATION COM-272 SHS 31943 49885 S&P GLOBAL-120 SHS 50353 62711 SALESFORCE COM INC-277 SHS 34296 73380 SAMSARA INC COM-347 SHS 12007 12304 SERVICENOW INC-600 SHS 55300 91914 SHELL PLC ADR-439 SHS 23194 32258 SHERWIN-WILLIAMS-99 SHS 34242 32079 SHOPIFY-254 SHS 18279 40886 SNOWFLAKE-178 SHS 27509 39046 SOLSTICE ADVANCED MATLS INC-70 SHS 2250 3401 STRYKER-168 SHS 46139 59047 SYMBOTIC-216 SHS 8051 12852 TAIWAN SEMICONDUCTOR MANUFACTURING-275 SHS 65470 83570 TESLA INC-160 SHS 12073 71955 THERMO FISHER-82 SHS 4590 47515 TJX COMPANIES INC-928 SHS 19534 142550 UNION PACIFIC CORP-304 SHS 12453 70321 UNITEDHEALH GROUP INC-108 SHS 36376 35652 VALERO ENERGY INCA-582 SHS 47660 94744 VERTIV HOLDINGS CO COM-209 SHS 26458 33860 VISA INC-CLASS A SHARES-443 SHS 19938 155365 WORKDAY-329 SHS 75000 70663 ZOETIS INC-131 SHS 21457 16482 EQUINIX INC-28 SHS 22613 21452 PROLOGIS INC-386 SHS 20733 49277 VANGUARD INTL EQUITY INDEX FDS-7,600 SHS 458204 559056 VANGUARD SMALL CAP-3,832 SHS 580489 988464 1236469 1236738 0 0 SHERMAN ATLAS 7198 0 7198 DUE TO/FROM BROKER 6330 14535 14535 JPMORGAN CHASE - BANK CHARGES 215 0 215 TPI CONSULTING - GRANT CONSULTANT FEE 69900 0 69900 FIDELITY INVESTMENT ADVISORY 82913 82913 0 FOREIGN TAXES 1649 1649 0 FEDERAL INCOME TAX 8971 0 0