Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
FRANK C AND GEORGIA M BENTLEY
CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3357   Room/suite
City or town, state, and ZIP code
SPRINGFIELD, MO65808
A Employer identification number

43-6050610
B Telephone number (see page 10 of the instructions)

(417) 888-2200
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,853,350J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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 page 11 of the 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 bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 46,078 46,078 46,078
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 38,985
b Gross sales price for all assets on line 6a 575,359
7 Capital gain net income (from Part IV, line 2)... 38,985
8 Net short-term capital gain......... 11,988
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 28,119 28,099 28,119
12 Total. Add lines 1 through 11........ 113,182 113,162 86,185
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 1,250      
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,200      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 180      
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 24,019 2,023    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,649 2,023   0
25 Contributions, gifts, grants paid........ 80,438 80,438
26 Total expenses and disbursements. Add lines 24 and 25 107,087 2,023   80,438
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,095
b Net investment income (if negative, enter -0-) 111,139
c Adjusted net income (if negative, enter -0-)... 86,185
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
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............... 70,932 42,778 42,779
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 182,000    
b Investments—corporate stock (attach schedule)........ 983,128 Click to see attachment1,132,625 1,381,675
c Investments—corporate bonds (attach schedule)........ 259,706 Click to see attachment329,255 339,256
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,864 Click to see attachment67 Click to see attachment89,640
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,498,630 1,504,725 1,853,350
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 bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,498,630 1,504,725
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,498,630 1,504,725
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,498,630 1,504,725
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,498,630
2 Enter amount from Part I, line 27a...................... 2 6,095
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,504,725
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 1,504,725
Form 990-PF (2010)
Form 990-PF (2010)
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 FIRST AMER PRIME OBLIG FUND CL Y P 2009-06-01 2010-07-22
b NUVEEN TOTAL RETURN BOND FD CL Y P 2009-06-25 2010-02-23
c BANK OF AMERICA CORP P 2008-06-11 2000-08-11
d   P    
e BURGER KING HOLDINGS INC P 2009-02-06 2010-10-19
COSTCO WHSL CORP P 2005-01-25 2010-11-18
COSTCO WHSL CORP P 2006-02-16 2010-11-18
DU PONT E I DE NEMOURS & CO P 2003-06-02 2010-11-18
DU PONT E I DE NEMOURS & CO P 2004-10-29 2010-11-18
DUKE ENERGY CORP P 2002-05-30 2010-11-18
DUKE ENERGY CORP P 2009-02-21 2010-11-18
FORTUNE BRANDS INC P 2006-07-27 2010-02-23
MARATHON OIL CORPORATION P 2003-02-21 2010-02-23
QUALCOMM INC P 2001-10-04 2010-11-18
QUALCOMM INC P 2004-10-29 2010-11-18
BP PLC SPONS A D R P 2003-10-06 2010-02-23
CREDIT SUISSE COMMOD RET STRAT COM P 2009-11-23 2010-02-23
(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 203,043   203,043  
b 146,593   130,000 16,593
c 50,000   50,452 -452
d        
e 24,000   20,089 3,911
13,442   9,362 4,080
13,442   10,336 3,106
9,250   8,578 672
4,625   4,278 347
4,297   3,277 1,020
2,747   1,842 905
8,612   14,982 -6,370
17,377   6,735 10,642
9,712   4,374 5,338
9,712   8,226 1,486
10,660   8,800 1,860
47,847   52,000 -4,153
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        
b       16,593
c       -452
d        
e       3,911
      4,080
      3,106
      672
      347
      1,020
      905
      -6,370
      10,642
      5,338
      1,486
      1,860
      -4,153
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 38,985
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 pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3 11,988
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 92,524 1,667,254 0.055495
2008 113,118 1,858,212 0.060875
2007 96,571 2,172,875 0.044444
2006 95,526 2,079,851 0.045929
2005 92,993 1,996,956 0.046567
2 Total of line 1, column (d) ...................... 2 0.253310
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.050662
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 1,791,445
5 Multiply line 4 by line 3....................... 5 90,758
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,111
7 Add lines 5 and 6......................... 7 91,869
8 Enter qualifying distributions from Part XII, line 4.............. 8 80,438
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,223
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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  
3 Add lines 1 and 2............................ 3 2,223
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,223
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 680
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 680
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,543
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet0 Refunded Bullet 11  
Part VII-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 page 19 of
the instructions for 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    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 XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bullet
    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 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    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 page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletE D ROBINSON CPA Telephone no.bullet (417) 883-5601
    Located atbullet1304 E WOODHURST STE BSPRINGFIELDMO ZIP+4bullet65804
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    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 2010?.............
    1c
     
     
    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 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 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 page 20 of the 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.
    bullet20, 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?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    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 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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 page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the 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
    JEFF ROBINSONClick to see attachment DIST TRUSTEE
    0.50     		0 0 0
    1304 E WOODHURST SUITE B
    SPRINGFIELD,MO65804
    JEANNE ROBINSONClick to see attachment DIST TRUSTEE
    0.50     		0 0 0
    2041 E BRIAR
    SPRINGFIELD,MO65804
    REBECCA PERRYMANClick to see attachment DIST TRUSTEE
    5.00     		0 0 0
    981 E NOTTINGHAM LANE
    SPRINGFIELD,MO65810
    US BANKClick to see attachment TRUSTEE
    0.50     		0 0 0
    1615 S GLENSTONE
    SPRINGFIELD,MO65808
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the 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...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the 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.............bullet  
    Part IX-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  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    1,632,297
    b
    Average of monthly cash balances.......................
    1b
    56,855
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    129,574
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,818,726
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    1,818,726
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    27,281
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,791,445
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    89,572
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    89,572
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    2,223
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,223
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    87,349
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    87,349
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    87,349
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    80,438
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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 V, line 8, and Part XIII, line 4
    4
    80,438
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    80,438
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 87,349
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 35,878
    b Total for prior years:2008, 2007, 20 46,399
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 80,438
    a Applied to 2009, but not more than line 2a 35,878
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 44,560
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2010.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		1,839
    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......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		1,839
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		87,349
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-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 2010, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, 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 XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the 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 bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    BENTLEY TRUST
    2041 E BRIAR
    SPRINGFIELD,MO65804
    (417) 887-8547
    bThe form in which applications should be submitted and information and materials they should include:
    A SPECIFIC APPLICATION IS USED AND CAN BE OBTAINED BY CALLING THE NUMBER ABOVE
    cAny submission deadlines:
    NO DEADLINES - THE TRUSTEES MEET ON A MONTHLY BASIS TO DETERMINE WHAT GIFTS WILL BE DISTRIBUTED FOR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST LIVE WITHIN THE CITY LIMITS OF SPRINGFIELD, MISSOURI AND BE OVER THE AGE OF 60
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    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
    ALEVENA FRANCO
    1717 E PRIMROSE
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 246
    ALGAR BICKERSTAFF
    2954 N NATIONAL 207
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 486
    ANNA JEDRZEJEWSKI
    2173 E CLAIBORNE
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,227
    AUDREY ROBBINS
    2254 S HOLLAND
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 800
    BARBARA GRAVAGNA
    1820 S HAMPTON
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,600
    BARBARA SPICE
    820 E MONTCLAIRE APT 601
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 143
    BETTY SMALLEY
    1808 N TYLER
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    BETTY ZICKEFOOSE
    233 E NORTON
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 27
    BOBBYE LEE
    2506 S NATIONAL
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 785
    BONNIE BARBEE
    1668 E BROWER
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,323
    BONNIE BROWN
    3152 W HARRISON
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 143
    CECIL JENNINGS
    1411 E 24TH
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,663
    CHARLES CARNELISON
    2216 N LEWIS
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,000
    CHARLOTTE KRAMER
    2940 W HARRISON
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 483
    CHRISTINE WEST
    517 E COZY
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 496
    CLINTON RYAN
    2609 W LINCOLN
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,130
    CONNIE HAMMETT
    2252 S KINGS
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 447
    DANNY JONES
    1909 S NEWTON
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 299
    DARRELL FULLINGTON
    739 S LAFONTAINE
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 523
    DAVID CHOATE
    2540 N DELAWARE APT Q5
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 472
    DENNY WHAYNE
    430 S CASA GRANDE
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 959
    DOLORES WILEY
    3935 W DOVER
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 946
    DONALD ANDERSON
    PO BOX 10124
    SPRINGFIELD,MO65808     		NO RELATION   FINANCIAL NEED 1,995
    DONALD VAN AMBER
    4347 S WELLER
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,500
    DONNA RICHARDSON
    1924 E BENNETT
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 119
    DORIS COX
    1020 W MT VERNON
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 1,600
    DOROTHY CALANDRO
    3519 S KENTWOOD
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    DOROTHY FUSEK
    3731 S GLENSTONE
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    EDGAR GLESSMER
    2551 W ATLANTIC
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,262
    ELVIE DAUGHERTY
    525 S CAMPBELL 211
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 395
    ER ANDERSON
    1520 W OAKGROVE
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,000
    ERNIE SULLIVAN
    1531 S WILDAN
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    EUGENE WEST
    517 E COZY
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 488
    EVELINA MCINTYRE
    1056 E COMMERCIAL
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,142
    FERN DANIELS
    2960 W MADISON
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 505
    FRANK DURAN
    3130 W SILVERLEAF
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    FRANK FUSEK
    3731 S GLENSTONE 236
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 2,000
    FRED WHITLEY
    821 E LYNN
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 987
    FREDERICK GRANT
    2410 W CHESTERFIELD
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 126
    GARY PENDERGRASS
    2521 N RURAL
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 906
    GEORGIA ROPER
    3009 E SUBURBAN
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 288
    GLENNA FLEMING
    1233A W ATLANTIC
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 2,182
    HELEN EYLAR
    2940 W FR 164 APT K-7
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 966
    HOLLACE LUDWIG
    1339 S CEDARBROOK
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    JANICE ESSER
    526 N PATTERSON
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 432
    JEWEL DOYLE
    1026 W NORTON RD 638
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 108
    JOEANNA SEATON
    3850 W NICHOLS
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 488
    JOHN MCGANN
    5621 S JEFFERSON
    SPRINGFIELD,MO65810     		NO RELATION   FINANCIAL NEED 1,000
    JOHN RICHARDSON
    948 N BROWN
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 625
    JOYCE ANDERSON
    2788 W LARK APT B
    SPRINGFIELD,MO65810     		NO RELATION   FINANCIAL NEED 726
    JUANITA JACKSON
    1137 S GLENN
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 473
    JUDITH GIDEON
    1838 N HILLCREST
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 694
    JUDY GLEASON
    3432 S JEFFERSON
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,200
    JUDY STIREWALT
    1224 W BERKELEY
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,000
    LARRY STARNES
    2320 N FREMONT E-6
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,679
    LAUREL KALINOSKY
    2510 W MADISON
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,565
    LORRAINE MELTON
    1451 E WOODLAND APT 307
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 140
    LUCILLE INGWEASON
    2041 S BARCLIFFE
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 779
    MARGARET GOODMAN
    800 N ROGERS
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 970
    MARIE ADAMS
    529 W NORMAL
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,000
    MARILYN DYSINGER
    848 S CAMPBELL
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 457
    MARILYN MCCARTHY
    1107 W DAVIS
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 3,476
    MARJORIE TURNER
    1302 W SUNSET
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 102
    MARLIYN MCCARTHY
    1107 N DAVIES
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 5
    MARY ANN MICKALOW
    545 E MONTCLAIR APT 1C
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 749
    MARY BROOM
    2227 W COLLEGE D
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 421
    MICHAEL DAVIS
    2131 W ATLANTIC
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 2,000
    MILDRED LOUISE CROSKY
    901 W PORTLAND
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,072
    NANCY BALEY
    717 W STATE APT B
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 423
    NANCY KNIGHT
    2302 N HILLCREST 55
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 2,362
    NOLA DURAN
    3130 SILVERLEAF
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,353
    PATRICIA MILLIKIN
    4620 S LAKEHILL
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 2,783
    PATRICIA WEGER
    336 W MADISON
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 725
    PAUL DOUROUGH
    1401 S FREMONT
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,378
    PAULINE BELISLE
    1710 W ERIE B101
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 63
    PHILLIP HAYES
    233 E NORTON RD
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 60
    REBECCA PARKER
    1346 N WEST
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    RICHARD WYCOFF
    419 S CLOUD
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 1,200
    SANDRA JOHNSON
    1269 E GUINEVERE CT 20
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 842
    SHARON EDSON
    1512 E FLORIDA
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 749
    SHARON WITT
    626 N KANSAS EXPWY
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,347
    SHERLY WALPOLE
    3237 W BERKELEY
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 480
    SHERREL GILMORE
    1439 E COMMERCIAL
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 783
    SHERRY HEISSERER
    1326 N CEDARBROOK A18
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 166
    SHIRLEY ATKINSON
    347 N PARK
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 749
    SHIRLEY FREEMAN
    2865 S INGRAM MILL A 304
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 116
    THALIA DECKARD
    833 S NETTLETON
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 121
    THOMAS MCKEE
    2002 E CAIRO
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    WALLACE TOLSLAD
    1340 W WESTVIEW
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 900
    WALTER HERBERT
    1326 E EDGEWOOD
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 664
    WANDA SHELLEDY
    1426 W CALHOUN
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 749
    WM THOMAS ALLEN
    2410 W CHESTERFIELD
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 605
    Total .................................bullet 3a 80,438
    bApproved for future payment
    Total ..................................bullet 3b  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-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 page 28 of
    the 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....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 46,078  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     15 28,099  
    8Gain or (loss) from sales of assets other than inventory         38,985
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aCLASS ACTION RECIEPT         11
    bOTHER         7
    cTAX ROUNDING         2
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   74,177 39,005
    13Total. Add line 12, columns (b), (d), and (e)...................
    13113,182
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    8 THE ORGANIZATION'S PURPOSE IS TO HELP ELDERLY INDIVIDUALS
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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) of the Code (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
    SignHere
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEE 1,200      

    TY 2010 CompensationExplanation
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Person Name Explanation
    JEFF ROBINSON  
    JEANNE ROBINSON  
    REBECCA PERRYMAN  
    US BANK  

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ORACLE CORP OZARK HLDG INC 57,895 55,065
    BEAR STEARNS CO INC 49,850 52,321
    JP MORGAN CHASE 50,860 54,178
    SOUTHTRUST CORP 50,650 54,120
    CREDIT SUISSE COMMOD RET STRAT COM 120,000 123,572

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 4,489 19,164
    ALCOA INC 6,189 4,617
    AMERICAN EXPRESS CO 12,221 12,876
    AMGEN INC 14,782 10,980
    APACHE CORP 14,997 35,769
    ATT INC 9,974 11,752
    BANK OF AMERICA CORP 49,858 14,100
    BEST BUY CO INC 5,462 3,429
    BOEING CO 5,816 13,052
    CHEVRON CORPORATION 6,445 18,250
    CITIGROUP INC 20,472 1,892
    EXXON MOBIL CORP 17,520 29,248
    FRONTIER COMMUNICATIONS CORP 921 701
    GENERAL ELECTRIC CO 5,375 21,948
    GOLDMAN SACHS GROUP INC 14,894 16,816
    HEWLETT PACKARD CO 9,741 12,630
    JOHNSON JOHNSON 10,815 12,370
    LOWES CO INC 24,266 26,961
    MICROSOFT CORP 16,875 22,328
    PEPSICO INC 14,919 19,599
    PFIZER INC 10,714 19,156
    PRAXAIR INC 12,714 28,641
    PROCTER & GAMBLE 18,796 25,732
    STARBUCKS CORP 10,726 9,639
    TARGET CORPORATION 12,296 24,052
    TEXAS INSTRUMENTS INC 19,224 19,500
    UNITED TECHNOLOGIES GROUP 11,177 23,616
    VERIZON COMMUNICATIONS 14,057 10,734
    WAL MART STORES INC 1,922 32,358
    WELLS FARGO CO 9,342 12,396
    ZIMMER HOLDINGS INC 15,402 10,736
    3M CO 15,458 17,260
    SCHLUMBERGER LTD 12,550 33,400
    FIRST AMERICAN EQUITY INCOME CL Y 156,500 163,844
    FIRST AMERICAN INTERNATIONAL FUND 85,000 112,954
    FIRST AMERICAN MID CAP GRWTH OPP FD 130,340 176,876
    ISHARES LSCI EMERGING MKTS E T F 95,376 116,723
    LAUDUS INTL MARKETMASTERS FUND SEL 150,000 123,253
    NEUBERGER BERMAN GENESIS INSTL FD 60,000 73,419
    PRICE T ROWE GROWTH STK FD INC 25,000 38,904

    TY 2010 OtherAssetsSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED DIVIDENDS 2,859 62  
    3.125% UNDIVIDED INTEREST MR MINERAL 5 5 89,640


    TY 2010 OtherExpensesSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    TRUSTEE FEES 21,223      
    ADMINISTRATIVE COSTS 773      
    OIL AND GAS EXPENSE 2,023 2,023    


    TY 2010 OtherIncomeSchedule2
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES 28,099 28,099 28,099
    CLASS ACTION RECIEPT 11   11
    OTHER 7   7
    TAX ROUNDING 2   2


    TY 2010 TaxesSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT TAXES/LICENSES 180