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
THE BENSON FAMILY CHARITABLE TRUST
C/O LEVINE KATZ NANNIS SOLOMON PC

Number and street (or P.O. box number if mail is not delivered to street address)250 FIRST AVENUE NO 101   Room/suite
City or town, state, and ZIP code
NEEDHAM, MA024942805
A Employer identification number

22-5017058
B Telephone number (see page 10 of the instructions)

(781) 453-8700
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$15,107,542
J 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 18 18  
4 Dividends and interest from securities...... 38,089 38,089  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 153,734
b Gross sales price for all assets on line 6a 7,581,257
7 Capital gain net income (from Part IV, line 2)... 153,734
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 191,841 191,841  
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)....... 18,000 18,000   0
c Other professional fees (attach schedule)....        
17 Interest............... 90,219 90,219   0
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 347,913 347,913   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 456,132 456,132   0
25 Contributions, gifts, grants paid........ 645,001 645,001
26 Total expenses and disbursements. Add lines 24 and 25 1,101,133 456,132   645,001
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -909,292
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
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...............      
2 Savings and temporary cash investments.......... 4,650,957 1,519,775 1,519,775
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)      
b Investments—corporate stock (attach schedule)........ 10,401,512 Click to see attachment11,259,490 13,587,767
c Investments—corporate bonds (attach schedule)........      
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,052,469 12,779,265 15,107,542
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 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......... 632 632
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 15,051,837 12,778,633
30 Total net assets or fund balances (see page 17 of the
instructions).................... 15,052,469 12,779,265
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 15,052,469 12,779,265
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 15,052,469
2 Enter amount from Part I, line 27a...................... 2 -909,292
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 149,509
4 Add lines 1, 2, and 3.......................... 4 14,292,686
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 1,513,421
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 12,779,265
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 334 PUTS ISHARES RUSSELL JUN 10 60.00   2010-04-20 2010-05-19
b 676 PUTS ISHARES RUSSELL JUN 10 60.00   2010-04-20 2010-05-19
c 169 PUTS ISHARES RUSSELL 12/31/2010   2001-10-12 2010-12-31
d 124 PUTS ISHARES RUSSELL 12/31/2010   2010-04-20 2010-09-08
e 61 PUTS ISHARES RUSSELL 12/31/2010   2010-04-20 2010-09-08
80 PUTS ISHARES RUSSELL 03/31/2011   2010-04-20 2010-09-08
40 PUTS ISHARES RUSSELL 03/31/2011   2010-04-20 2010-09-08
102 PUTS ISHARES RUSSELL 09/30/2010   2010-04-20 2010-09-30
206 PUTS ISHARES RUSSELL 09/30/2010   2010-04-20 2010-09-30
39 PUTS ISHARES RUSSELL 12/31/2010   2010-09-08 2010-12-31
175 PUTS ISHARES RUSSELL 12/31/2010   2010-09-08 2010-12-31
1,895S TRINTECH GROUP PLC ADR   2010-06-10 2010-12-01
3,620S TRINTECH GROUP PLC ADR   2010-06-14 2010-12-01
6,075S TRINTECH GROUP PLC ADR   2010-06-08 2010-12-01
905S TRINTECH GROUP PLC ADR   2010-06-11 2010-12-01
8,055S TRINTECH GROUP PLC ADR   2010-06-07 2010-12-01
7,155S TRINTECH GROUP PLC ADR   2010-06-09 2010-12-01
3,015S TRINTECH GROUP PLC ADR   2010-04-30 2010-11-29
1,625S TRINTECH GROUP PLC ADR   2010-04-29 2010-11-29
5,560S TRINTECH GROUP PLC ADR   2010-04-28 2010-11-29
2,375S TRINTECH GROUP PLC ADR   2010-05-10 2010-11-30
9,195S TRINTECH GROUP PLC ADR   2010-05-05 2010-11-30
270S TRINTECH GROUP PLC ADR   2010-05-04 2010-11-30
4,270S TRINTECH GROUP PLC ADR   2010-05-06 2010-11-30
2,065S TRINTECH GROUP PLC ADR   2010-05-03 2010-11-30
10,560S TRINTECH GROUP PLC ADR   2010-05-21 2010-11-30
70S TRINTECH GROUP PLC ADR   2010-04-30 2010-11-30
2,050S TRINTECH GROUP PLC ADR   2010-05-24 2010-11-30
6,107S TRINTECH GROUP PLC ADR   2010-05-26 2010-11-30
1,720S TRINTECH GROUP PLC ADR   2010-05-17 2010-11-30
3,495S TRINTECH GROUP PLC ADR   2010-05-25 2010-11-30
10,195S TRINTECH GROUP PLC ADR   2010-05-07 2010-11-30
3,660S TRINTECH GROUP PLC ADR   2010-05-19 2010-11-30
12,455S TRINTECH GROUP PLC ADR   2010-05-20 2010-11-30
200S TRINTECH GROUP PLC ADR   2010-06-02 2010-12-01
423S TRINTECH GROUP PLC ADR   2010-05-26 2010-12-01
7,070S TRINTECH GROUP PLC ADR   2010-05-27 2010-12-01
5,320S TRINTECH GROUP PLC ADR   2010-06-03 2010-12-01
10,575S TRINTECH GROUP PLC ADR   2010-05-28 2010-12-01
3,975S TRINTECH GROUP PLC ADR   2010-06-04 2010-12-01
78,948S ABSOLUTE SOFTWARE CORPORATIO   2006-11-09 2010-01-08
4,705S BARRY (R.G.)   2006-01-31 2010-01-05
2,760S BARRY (R.G.)   2006-02-08 2010-01-05
17,602S BARRY (R.G.)   2006-02-09 2010-01-05
7,373S BARRY (R.G.)   2006-02-09 2010-01-05
20,000S METRO HEALTH NETWORKS, INC.   2000-11-28 2010-01-05
30,752S METRO HEALTH NETWORKS, INC.   2005-12-05 2010-01-05
12,586S METRO HEALTH NETWORKS, INC.   2000-11-14 2010-01-05
7,373S BARRY (R.G.)   2006-02-09 2010-01-06
41,407S METRO HEALTH NETWORKS, INC.   2005-12-05 2010-01-07
2,400S METRO HEALTH NETWORKS, INC.   2006-03-10 2010-01-08
7,741S METRO HEALTH NETWORKS, INC.   2005-12-05 2010-01-08
428S METRO HEALTH NETWORKS, INC.   2006-03-13 2010-01-08
3,000S METRO HEALTH NETWORKS, INC.   2006-03-08 2010-01-08
11,600S METRO HEALTH NETWORKS, INC.   2006-03-09 2010-01-08
2,300S METRO HEALTH NETWORKS, INC.   2006-03-14 2010-01-19
2,200S METRO HEALTH NETWORKS, INC.   2007-03-27 2010-01-19
3,000S METRO HEALTH NETWORKS, INC.   2007-03-16 2010-01-19
5,572S METRO HEALTH NETWORKS, INC.   2006-03-13 2010-01-19
19,998S METRO HEALTH NETWORKS, INC.   2007-03-28 2010-01-19
15,000S METRO HEALTH NETWORKS, INC.   2006-11-07 2010-01-19
3,600S METRO HEALTH NETWORKS, INC.   2006-03-21 2010-01-19
8,900S METRO HEALTH NETWORKS, INC.   2007-03-29 2010-05-04
5,000S METRO HEALTH NETWORKS, INC.   2007-04-03 2010-05-04
25,238S METRO HEALTH NETWORKS, INC.   2007-04-04 2010-05-04
5,352S METRO HEALTH NETWORKS, INC.   2007-03-28 2010-05-04
24,812S METRO HEALTH NETWORKS, INC.   2007-04-04 2010-05-05
12,443S METRO HEALTH NETWORKS, INC.   2007-04-09 2010-05-05
38,550S METRO HEALTH NETWORKS, INC.   2007-04-05 2010-05-05
4,460S METRO HEALTH NETWORKS, INC.   2007-04-09 2010-05-06
27,830S METRO HEALTH NETWORKS, INC.   2007-04-09 2010-05-10
6,700S METRO HEALTH NETWORKS, INC.   2007-04-10 2010-05-11
13,092S METRO HEALTH NETWORKS, INC.   2007-04-09 2010-05-11
17,600S METRO HEALTH NETWORKS, INC.   2007-04-16 2010-05-11
14,768S METRO HEALTH NETWORKS, INC.   2007-04-17 2010-05-11
16,474S METRO HEALTH NETWORKS, INC.   2007-05-31 2010-05-12
1,132S METRO HEALTH NETWORKS, INC.   2007-04-17 2010-05-12
12,509S METRO HEALTH NETWORKS, INC.   2007-05-11 2010-05-12
11,550S METRO HEALTH NETWORKS, INC.   2007-04-18 2010-05-12
57,020S METRO HEALTH NETWORKS, INC.   2007-05-31 2010-05-13
10,545S METRO HEALTH NETWORKS, INC.   2007-05-31 2010-05-18
30,125S METRO HEALTH NETWORKS, INC.   2007-05-31 2010-05-18
3,100S BARRY (R.G.)   2006-02-09 2010-06-28
20,040S IMAGE SENSING SYSTEMS, INC.   2006-03-06 2010-06-28
560S IMAGE SENSING SYSTEMS, INC.   2006-02-08 2010-06-28
2,190S IMAGE SENSING SYSTEMS, INC.   2006-03-09 2010-06-29
960S IMAGE SENSING SYSTEMS, INC.   2006-03-06 2010-06-29
50S IMAGE SENSING SYSTEMS, INC.   2006-03-14 2010-06-29
1,200S IMAGE SENSING SYSTEMS, INC.   2006-03-08 2010-06-29
5,910S ABSOLUTE SOFTWARE CORPORATIO   2006-11-09 2010-09-10
4,500S DATA I/O CORP.   2009-02-24 2010-09-10
8,460S BARRY (R.G.)   2006-02-09 2010-09-10
30,120S BARRY (R.G.)   2006-02-09 2010-12-06
8,172S BARRY (R.G.)   2006-02-09 2010-12-07
35,665S BARRY (R.G.)   2006-02-09 2010-12-22
8,075S HQ SUSTAINABLE MARITIMES, INC.   2010-08-10 2010-07-28
7,365S PALMS, INC.   2010-04-05 2009-11-25
7,934S SUNTECH POWER HOLDINGS ADR   2010-04-16 2009-12-23
3,328S CANADIAN SOLAR, INC.   2010-01-06 2009-06-22
38S CANADIAN SOLAR, INC.   2010-01-06 2009-06-23
3,442S TREX COMPANY, INC.   2010-03-25 2009-04-22
5,900S TREX COMPANY, INC.   2010-03-25 2009-05-29
8,080S PALM, INC.   2010-04-05 2009-05-26
5,305S PALM, INC.   2010-04-05 2009-05-29
2,379S CANADIAN SOLAR, INC.   2010-04-15 2009-06-23
1,765S SOLARFUN POWER HOLDING ADR   2010-04-15 2009-06-23
3,180S SOLARFUN POWER HOLDING ADR   2010-04-15 2009-06-22
1,003S CANADIAN SOLAR, INC.   2010-04-16 2009-06-23
3,300S CANADIAN SOLAR, INC.   2010-04-16 2009-06-24
1,655S SOLARFUN POWER HOLDING ADR   2010-04-16 2009-06-23
6,651S SOLARFUN POWER HOLDING ADR   2010-04-16 2009-06-24
4,419S SUNTECH POWER HOLDINGS ADR   2010-04-16 2009-05-14
4,820S TRINA SOLAR LTD ADR   2010-04-16 2009-06-23
2,784S TRINA SOLAR LTD ADR   2010-04-16 2009-06-22
8,025S YINGLI GREEN ENERGY HOLDINGS ADR   2010-04-16 2009-05-14
6,556S YINGLI GREEN ENERGY HOLDINGS ADR   2010-04-16 2009-06-23
780S ARUBA NETWORKS, INC.   2010-07-23 2009-08-03
585S OPENTABLE, INC.   2010-08-30 2000-10-28
1,460S OPENTABLE, INC.   2010-09-08 2000-10-28
1,490S OPENTABLE, INC.   2010-09-09 2000-10-28
831S BLUE COAT SYSTEMS, INC.   2010-01-06 2008-06-13
1,048S BLUE COAT SYSTEMS, INC.   2010-01-06 2008-05-01
4,435S BLUE COAT SYSTEMS, INC.   2010-02-24 2008-06-13
4,351S TREX COMPANY, INC.   2010-03-24 2009-02-20
363S TREX COMPANY, INC.   2010-03-24 2009-02-12
7S TREX COMPANY, INC.   2010-03-24 2009-03-25
2,550S TREX COMPANY, INC.   2010-03-24 2009-02-19
2,429S TREX COMPANY, INC.   2010-03-24 2009-02-11
620S TREX COMPANY, INC.   2010-03-24 2009-02-27
1,969S TREX COMPANY, INC.   2010-03-25 2009-03-25
6,009S PALM, INC.   2010-04-05 2009-03-23
5,010S BLUE COAT SYSTEMS, INC.   2010-04-13 2008-06-13
1,937S RIVERBED TECHNOLOGY, INC.   2010-04-13 2009-03-19
5,458S RIVERBED TECHNOLOGY, INC.   2010-04-13 2008-04-23
194S BLUE COAT SYSTEMS, INC.   2010-04-14 2008-06-13
988S RIVERBED TECHNOLOGY, INC.   2010-04-14 2009-03-19
8,440S ARUBA NETWORKS, INC.   2010-07-23 2009-06-23
4,830S ARUBA NETWORKS, INC.   2010-09-15 2009-08-05
5,280S ARUBA NETWORKS, INC.   2010-09-15 2009-08-03
10,150S LDK SOLAR CO. LTD ADR   2010-09-15 2009-03-10
110S LDK SOLAR CO. LTD ADR   2010-09-15 2009-03-23
656S OPENTABLE, INC.   2010-12-06 2000-11-25
794S OPENTABLE, INC.   2010-12-06 2000-10-28
2,220S OPENTABLE, INC.   2010-12-07 2009-12-02
299S OPENTABLE, INC.   2010-12-07 2000-11-25
670S OPENTABLE, INC.   2010-12-07 2009-12-01
8,300S ENERGY CONVERSION DEVICES, INC.   2010-12-31 2010-02-01
4,825S MAKO SURGICAL CORP.   2010-12-31 2010-05-10
6,395S MAKO SURGICAL CORP.   2010-12-31 2010-05-11
2,960S OCEAN POWER TECHNOLOGIES, INC.   2010-12-31 2010-06-02
1,935S OCEAN POWER TECHNOLOGIES, INC.   2010-12-31 2010-06-03
2,155S OCEAN POWER TECHNOLOGIES, INC.   2010-12-31 2010-06-04
1,100S OCEAN POWER TECHNOLOGIES, INC.   2010-12-31 2010-06-07
3,715S OCEAN POWER TECHNOLOGIES, INC.   2010-12-31 2010-06-24
1,105S OCEAN POWER TECHNOLOGIES, INC.   2010-12-31 2010-06-25
260S OCEAN POWER TECHNOLOGIES, INC.   2010-12-31 2010-06-28
1,265S OCEAN POWER TECHNOLOGIES, INC.   2010-12-31 2010-07-06
3,240S OCEAN POWER TECHNOLOGIES, INC.   2010-12-31 2010-07-08
6,500S LIGHTBRIDGE CORPORATION   2010-12-31 2010-07-09
8,120S LIGHTBRIDGE CORPORATION   2010-12-31 2010-07-13
8,655S SUNPOWER CORPORATION   2010-12-31 2010-09-15
2,000S MAKO SURGICAL CORP.   2010-12-31 2010-09-28
4,622S MAKO SURGICAL CORP.   2010-12-31 2010-09-29
1,416 SHS GREEN MOUNTAIN COFFEE ROASTERSS OCEAN POWER TECHNOLOGIES, INC.   2010-12-31 2010-10-07
7,236S MAKO SURGICAL CORP.   2010-12-31 2010-10-27
2,480S OCEAN POWER TECHNOLOGIESS OCEAN POWER TECHNOLOGIES, INC.   2010-12-31 2010-12-01
CURRENCY TRANSLATION GAIN - CAD TO USD P 2006-11-09 2010-01-08
(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 32,538   11,559 20,979
b 65,856   23,380 42,476
c     21,240 -21,240
d 38,480   31,085 7,395
e 18,930   15,299 3,631
44,582   31,020 13,562
22,291   15,518 6,773
    15,475 -15,475
    31,237 -31,237
    9,554 -9,554
    44,044 -44,044
12,241   10,744 1,497
23,384   20,996 2,388
39,242   34,870 4,372
5,846   5,148 698
52,032   46,466 5,566
46,219   40,234 5,985
19,502   17,412 2,090
10,511   9,424 1,087
35,964   31,993 3,971
15,346   13,839 1,507
59,414   53,756 5,658
1,745   1,599 146
27,591   24,970 2,621
13,343   11,975 1,368
68,234   62,279 5,955
452   404 48
13,246   12,250 996
39,461   34,881 4,580
11,114   10,314 800
22,583   20,903 1,680
65,876   58,542 7,334
23,649   22,122 1,527
80,479   71,996 8,483
1,292   1,192 100
2,732   2,416 316
45,670   40,732 4,938
34,365   30,874 3,491
68,310   61,677 6,633
25,677   22,885 2,792
460,746   351,312 109,434
39,848   30,735 9,113
23,375   18,155 5,220
149,075   113,006 36,069
64,792   47,335 17,457
40,394   46,973 -6,579
62,110   58,610 3,500
25,420   28,700 -3,280
64,939   47,335 17,604
86,544   78,917 7,627
5,439   4,959 480
17,544   14,753 2,791
970   878 92
6,799   6,255 544
26,290   24,037 2,253
5,198   4,569 629
4,972   4,895 77
6,780   6,685 95
12,592   11,437 1,155
45,193   42,112 3,081
33,898   32,864 1,034
8,136   6,567 1,569
29,836   17,726 12,110
16,762   10,062 6,700
84,606   50,789 33,817
17,942   11,270 6,672
86,396   49,932 36,464
43,327   24,153 19,174
134,233   76,325 57,908
15,624   8,657 6,967
97,092   54,020 43,072
23,762   13,005 10,757
46,433   25,412 21,021
62,421   34,499 27,922
52,377   28,637 23,740
60,121   27,805 32,316
4,131   2,195 1,936
45,651   24,032 21,619
42,151   21,845 20,306
220,766   96,239 124,527
45,224   17,798 27,426
130,123   50,845 79,278
36,024   19,902 16,122
263,655   243,202 20,453
7,368   6,729 639
28,725   26,691 2,034
12,592   11,650 942
656   605 51
15,740   14,451 1,289
22,778   25,497 -2,719
19,128   10,820 8,308
83,971   54,314 29,657
345,471   193,373 152,098
93,218   52,465 40,753
409,056   228,972 180,084
34,856   26,257 8,599
81,386   29,210 52,176
133,900   117,770 16,130
37,521   110,152 -72,631
416   1,258 -842
34,549   73,718 -39,169
63,125   126,361 -63,236
89,758   32,046 57,712
63,248   21,040 42,208
26,071   57,067 -30,996
10,578   16,316 -5,738
19,697   29,396 -9,699
10,992   22,811 -11,819
41,357   75,051 -33,694
9,919   15,037 -5,118
43,690   60,430 -16,740
63,053   65,594 -2,541
51,249   127,722 -76,473
30,093   73,772 -43,679
63,048   107,818 -44,770
83,631   88,082 -4,451
7,105   13,670 -6,565
15,190   31,690 -16,500
37,911   81,212 -43,301
38,690   83,994 -45,304
13,640   25,114 -11,474
23,881   31,672 -7,791
72,796   128,786 -55,990
52,515   93,216 -40,701
5,396   7,777 -2,381
58   150 -92
32,180   54,631 -22,451
37,274   52,039 -14,765
5,789   13,283 -7,494
16,296   42,170 -25,874
47,276   23,832 23,444
82,234   161,058 -78,824
24,679   56,183 -31,504
68,086   158,311 -90,225
3,184   6,423 -3,239
12,588   29,439 -16,851
65,151   147,918 -82,767
42,043   98,582 -56,539
48,097   107,766 -59,669
49,078   82,166 -33,088
569   890 -321
17,707   48,238 -30,531
20,617   58,385 -37,768
59,835   162,876 -103,041
8,071   21,937 -13,866
17,983   49,156 -31,173
76,921   76,921 0
61,336   61,336 0
82,461   82,461 0
16,683   16,683 0
10,842   10,842 0
11,972   11,972 0
6,107   6,107 0
20,738   20,738 0
6,135   6,135 0
1,406   1,406 0
8,934   8,934 0
23,395   23,395 0
46,075   46,075 0
57,960   57,960 0
106,199   106,199 0
19,927   19,927 0
43,941   43,941 0
39,866   39,866 0
79,475   79,475 0
16,368   16,368 0
49,849     49,849
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       20,979
b       42,476
c       -21,240
d       7,395
e       3,631
      13,562
      6,773
      -15,475
      -31,237
      -9,554
      -44,044
      1,497
      2,388
      4,372
      698
      5,566
      5,985
      2,090
      1,087
      3,971
      1,507
      5,658
      146
      2,621
      1,368
      5,955
      48
      996
      4,580
      800
      1,680
      7,334
      1,527
      8,483
      100
      316
      4,938
      3,491
      6,633
      2,792
      109,434
      9,113
      5,220
      36,069
      17,457
      -6,579
      3,500
      -3,280
      17,604
      7,627
      480
      2,791
      92
      544
      2,253
      629
      77
      95
      1,155
      3,081
      1,034
      1,569
      12,110
      6,700
      33,817
      6,672
      36,464
      19,174
      57,908
      6,967
      43,072
      10,757
      21,021
      27,922
      23,740
      32,316
      1,936
      21,619
      20,306
      124,527
      27,426
      79,278
      16,122
      20,453
      639
      2,034
      942
      51
      1,289
      -2,719
      8,308
      29,657
      152,098
      40,753
      180,084
      8,599
      52,176
      16,130
      -72,631
      -842
      -39,169
      -63,236
      57,712
      42,208
      -30,996
      -5,738
      -9,699
      -11,819
      -33,694
      -5,118
      -16,740
      -2,541
      -76,473
      -43,679
      -44,770
      -4,451
      -6,565
      -16,500
      -43,301
      -45,304
      -11,474
      -7,791
      -55,990
      -40,701
      -2,381
      -92
      -22,451
      -14,765
      -7,494
      -25,874
      23,444
      -78,824
      -31,504
      -90,225
      -3,239
      -16,851
      -82,767
      -56,539
      -59,669
      -33,088
      -321
      -30,531
      -37,768
      -103,041
      -13,866
      -31,173
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      49,849
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 2 153,734
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  
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 502,900 12,537,682 0.040111
2008 318,400 21,512,534 0.014801
2007 1,460,900 28,157,229 0.051884
2006 1,119,150 20,479,934 0.054646
2005 148,000 17,653,238 0.008384
2 Total of line 1, column (d) ...................... 2 0.169826
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 0.033965
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 14,731,227
5 Multiply line 4 by line 3....................... 5 500,346
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 0
7 Add lines 5 and 6......................... 7 500,346
8 Enter qualifying distributions from Part XII, line 4.............. 8 645,001
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 0
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 0
3 Add lines 1 and 2............................ 3 0
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 0
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 27,758
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 27,758
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 27,758
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet2,000 Refunded Bullet 11 25,758
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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:
  • 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)bulletNH
    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 ofbulletCRAIG R BENSON Telephone no.bullet (781) 453-8700
    Located atbulletC/O LKNS 250 FIRST AVE SUITE 101NEEDHAMMA ZIP+4bullet02494
    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
     
    No
    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
     
    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 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
    CRAIG R BENSON TRUSTEE
    0.00
    0 0 0
    C/O LKNS 250 FIRST AVENUE SUITE 101
    NEEDHAM,MA024942805
    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 0
    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.............bullet0
    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 N/A 0
    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 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    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
    12,606,878
    b
    Average of monthly cash balances.......................
    1b
    2,348,682
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,955,560
    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
    14,955,560
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    224,333
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,731,227
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    736,561
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    736,561
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
     
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    736,561
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    736,561
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    736,561
    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
    645,001
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
    645,001
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    645,001
    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 7 736,561
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 515,776
    b Total for prior years:20, 20, 20 0
    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......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 645,001
    a Applied to 2009, but not more than line 2a 515,776
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
    0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
    0
    d Applied to 2010 distributable amount..... 129,225
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 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 page 27 of the instructions ...
    0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    607,336
    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) ...........
    0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    0
    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).)
    CRAIG R BENSON
    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:
    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 (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
    ANNIES ANGELS
    8 JANA LANE
    STRATHAM,NH03885
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 25,000
    BRATTLEBORO RETREAT
    75 LINDEN STREET
    BRATTLEBORO,VT053014800
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 15,000
    CELEBRITIES FOR CHARITY
    38 MAIN STREET
    ANDOVER,MA01801
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 50,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD 2ND FLOOR
    BETHESDA,MD20814
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 30,000
    FIGHT TO EDUCATE
    254 WEBSTER STREET
    MANCHESTER,NH03104
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 5,000
    JOSIAH BARTLETT CENTER
    PO BOX 397
    CONCORD,NH03302
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 20,000
    LAHEY CLINIC
    41 MALL ROAD
    BURLINGTON,MA01805
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 400,000
    MEMORIES ALIVE
    POST OFFICE BOX 322
    PLYMOUTH,NH03264
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 2,500
    OCI HEALING RESEARCH FOUNDATION
    200 LINCOLN STREET 301
    BOSTON,MA02111
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 60,000
    PAN MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 10,001
    ST CHARLES CHILDREN'S HOME
    19 GRANT STREET
    ROCHESTER,NH03867
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 13,000
    THE INTERNATIONAL AT CONCORD
    ONE MONITOR DRIVE
    CONCORD,NH03301
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 5,000
    THE JIMMY FUND
    10 BROOKLINE PLACE WEST 6TH FLOOR
    BROOKLINE,MA02445
    NONE 501(C)(3) FULFILL PURPOSES OF THE ORGANIZATION 9,500
    Total .................................bullet 3a 645,001
    bApproved for future payment
    Total ..................................bullet 3b 0
    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     14 18  
    4 Dividends and interest from securities....     14 38,089  
    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.....          
    8Gain or (loss) from sales of assets other than inventory     18 153,734  
    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).. 0 191,841 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13191,841
    (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.)
    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:
    THE BENSON FAMILY CHARITABLE TRUST
    C/O LEVINE KATZ NANNIS SOLOMON PC
    EIN: 22-5017058
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEVINE, KATZ, NANNIS + SOLOMON, PC 18,000 18,000   0

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE BENSON FAMILY CHARITABLE TRUST
    C/O LEVINE KATZ NANNIS SOLOMON PC
    EIN: 22-5017058
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHMENT #1 11,259,490 13,587,767

    TY 2010 OtherDecreasesSchedule
    Name:
    THE BENSON FAMILY CHARITABLE TRUST
    C/O LEVINE KATZ NANNIS SOLOMON PC
    EIN: 22-5017058
    Description Amount
    UNREALIZED LOSS IN BANKRUPT POSITION 1,513,421


    TY 2010 OtherExpensesSchedule
    Name:
    THE BENSON FAMILY CHARITABLE TRUST
    C/O LEVINE KATZ NANNIS SOLOMON PC
    EIN: 22-5017058
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BEAR, STEARNS SECURITY CORP. SHORT DEBIT FEE 130,402 130,402   0
    INVESTMENT MANAGEMENT FEES 217,463 217,463   0
    BANK FEES 48 48   0


    TY 2010 OtherIncreasesSchedule
    Name:
    THE BENSON FAMILY CHARITABLE TRUST
    C/O LEVINE KATZ NANNIS SOLOMON PC
    EIN: 22-5017058
    Description Amount
    FOREIGN CURRENCY TRANSLATION VALUATION ADJUSTMENT 149,509