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 07-01-2010 , and ending 06-30-2011
G
Check all that apply:
Name of foundation
BENEDICT-MILLER FOUNDATION TRUST 65H055017
 

Number and street (or P.O. box number if mail is not delivered to street address)178 MAIN STREET PO BOX 174   Room/suite
City or town, state, and ZIP code
NEW BRITAIN, CT06050
A Employer identification number

22-6022176
B Telephone number (see page 10 of the instructions)

(201) 848-3002
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$576,018J 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 16,318 16,318  
4 Dividends and interest from securities...... 4,167 4,167  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 20,049
b Gross sales price for all assets on line 6a 373,273
7 Capital gain net income (from Part IV, line 2)... 20,049
8 Net short-term capital gain......... 0
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........ 40,534 40,534  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,289 3,527   1,763
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 575 383 0 192
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 199 1   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,063 3,911 0 1,955
25 Contributions, gifts, grants paid........ 30,000 30,000
26 Total expenses and disbursements. Add lines 24 and 25 36,063 3,911 0 31,955
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,471
b Net investment income (if negative, enter -0-) 36,623
c Adjusted net income (if negative, enter -0-)... 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.......... 16,497 32,321 32,321
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 205,883 Click to see attachment226,441 233,374
b Investments—corporate stock (attach schedule)........ 112,514 Click to see attachment120,603 140,268
c Investments—corporate bonds (attach schedule)........ 209,967 Click to see attachment169,302 170,055
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
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) 544,861 548,667 576,018
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......... 544,861 548,667
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 544,861 548,667
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 544,861 548,667
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)............... 1 544,861
2 Enter amount from Part I, line 27a...................... 2 4,471
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 94
4 Add lines 1, 2, and 3.......................... 4 549,426
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 759
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 548,667
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 10. AT&T INC   2008-08-21 2011-01-24
b 20. APOLLO GROUP INC CL A   2010-01-12 2011-04-21
c 10. APOLLO GROUP INC CL A   2010-12-16 2011-04-25
d 20. APOLLO GROUP INC CL A   2010-01-11 2011-04-25
e 30000. BANK OF AMERICA 5.75% 12/01/2017 DTD 12/04/07   2008-05-05 2010-12-15
40. BEST BUY INC   2010-10-22 2010-12-16
10. CIMAREX ENERGY CO   2008-08-21 2011-05-06
10. CIMAREX ENERGY CO   2008-08-21 2011-05-09
10. CIMAREX ENERGY CO   2008-11-18 2011-06-02
10. CIMAREX ENERGY CO   2008-11-18 2011-06-07
20. CLOROX CO   2008-08-21 2010-11-08
10. CLOROX CO   2008-08-21 2010-11-15
15. CLOROX CO   2009-07-07 2010-11-16
20. COGNIZANT TECHNLGY SLTNS COR   2009-06-23 2010-11-08
10. COGNIZANT TECHNLGY SLTNS COR   2009-01-08 2011-05-06
30. COGNIZANT TECHNLGY SLTNS COR   2009-03-06 2011-06-15
30000. CONOCOPHILLIPS 5.625% 10/15/2016 DTD 10/13/2006   2008-05-05 2011-06-14
10000. CREDIT SUISSE NY 6.000% 02/15/2018 DTD 02/19/08   2010-12-15 2011-01-18
10. DIAGEO PLC ADR   2008-08-21 2010-10-12
30. EMC CORPORATION/MASS   2008-08-21 2010-10-12
30. EMC CORPORATION/MASS   2008-08-21 2010-10-22
10. EMERSON ELECTRIC CO   2010-02-18 2011-01-24
10. EMERSON ELECTRIC CO   2010-01-11 2011-03-02
40. EMERSON ELECTRIC CO   2010-01-11 2011-06-02
20. EXPEDITORS INTL WASH INC   2008-10-08 2011-01-24
10. EXPEDITORS INTL WASH INC   2011-03-02 2011-04-21
10. EXPEDITORS INTL WASH INC   2008-10-08 2011-04-21
20. EXPEDITORS INTL WASH INC   2008-10-08 2011-04-25
15. EXPEDITORS INTL WASH INC   2008-11-18 2011-04-26
15000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2008-05-06 2010-09-29
.202 FRONTIER COMMUNICATIONS CORP COM   2008-10-08 2010-07-16
13. FRONTIER COMMUNICATIONS CORP COM   2008-11-18 2010-07-21
10. GALLAGHER ARTHUR J & CO   2008-08-21 2011-03-25
10. GALLAGHER ARTHUR J & CO   2008-08-21 2011-03-29
10. GALLAGHER ARTHUR J & CO   2008-08-21 2011-03-31
10. GALLAGHER ARTHUR J & CO   2008-08-21 2011-04-21
20. GALLAGHER ARTHUR J & CO   2009-02-05 2011-05-09
15. GALLAGHER ARTHUR J & CO   2009-02-05 2011-05-23
25000. GE COMPANY 5.00% 02/01/2013 DTD 1/28/2003   2008-05-05 2011-04-05
15000. GENERAL ELEC CAP 3.000% 12/09/2011 DTD 12/09/08 FDIC GUARANTEED   2010-10-01 2011-01-18
20. HEWLETT PACKARD CO COM   2010-10-12 2011-03-02
10. ILLINOIS TOOL WORKS   2007-03-12 2011-04-21
15. ISHARES TR US TIPS BD FD   2009-08-05 2011-01-05
20. LINEAR TECHNOLOGY CORP COM   2010-06-24 2011-01-24
20. MICROSOFT CORP COM   2008-07-18 2011-01-24
20. MICROSOFT CORP COM   2008-07-18 2011-03-02
20. MONSANTO CO NEW   2008-11-18 2010-10-12
15000. ONTARIO PROV CDA 4.5% 2/03/2015 DTD 2/03/2005   2010-03-03 2011-04-20
1242. PIMCO HIGH YLD FUND INSTL #108   2009-08-06 2011-01-05
40. PAYCHEX INC   2008-07-17 2011-04-21
5. PAYCHEX INC   2010-10-12 2011-04-25
35. PAYCHEX INC   2010-01-11 2011-04-25
25. PAYCHEX INC   2010-10-12 2011-04-26
20. PAYCHEX INC   2009-03-06 2011-04-26
15000. PEPSICO INC 5.15% 05/15/2012 DTD 05/21/2007   2008-05-05 2010-09-29
15000. PEPSICO INC 5.15% 05/15/2012 DTD 05/21/2007   2008-05-05 2011-04-20
10. QUEST DIAGNOSTICS INC COM   2008-11-18 2010-12-02
20. QUEST DIAGNOSTICS INC COM   2008-11-18 2010-12-03
5000. SBC COMMUNICATIONS 5.10% 09/15/2014 DTD 10/27/2004   2010-03-15 2011-05-12
10. SIGMA ALDRICH CORP COM   2008-08-21 2011-03-02
10. SIGMA ALDRICH CORP COM   2008-11-18 2011-03-03
30. SOUTHERN CO   2008-07-17 2010-12-16
25. SOUTHERN CO   2008-07-17 2010-12-17
20. STATE STR CORP COM   2008-11-18 2011-03-02
20. STATE STR CORP COM   2008-11-18 2011-03-03
100. TEXAS INSTRUMENTS   2009-05-01 2010-08-24
20. ULTRA PETROLEUM CORP   2009-12-16 2011-04-21
30. ULTRA PETROLEUM CORP   2009-12-16 2011-04-25
20. ULTRA PETROLEUM CORP   2010-05-14 2011-04-26
10000. U S TREASURY NOTE 5.000% 08/15/2011 DTD 08/15/01   2010-06-22 2010-07-22
15000. U S TREAS. BONDS 4.000% 02/15/2014 DTD 02/15/04   2010-09-29 2010-11-09
30000. U S TREASURY NOTE 3.500% 02/15/2018 DTD 02/15/08   2008-08-21 2010-09-29
40000. U S TREASURY NOTE 0.875% 02/29/2012 DTD 02/28/10   2010-03-15 2011-05-12
10000. U S TREASURY NOTE 1.875% 08/31/2017 DTD 08/31/10   2010-11-09 2011-04-05
5000. U S TREASURY NOTE 1.875% 08/31/2017 DTD 08/31/10   2010-11-09 2011-05-12
470. VANGUARD FXD INC SECS FD#36GNMA PF   2009-08-06 2011-01-05
20. VERIZON COMMUNICATIONS   2010-08-24 2011-01-24
10. YUM BRANDS INC   2008-07-17 2010-12-02
10. YUM BRANDS INC   2008-07-17 2011-01-24
30. YUM BRANDS INC   2008-07-17 2011-03-02
40. ZIMMER HLDGS INC   2008-11-18 2010-09-15
(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 284   309 -25
b 787   1,200 -413
c 400   384 16
d 799   1,191 -392
e 30,443   30,610 -167
1,385   1,670 -285
952   560 392
964   560 404
942   266 676
890   266 624
1,258   1,170 88
637   585 52
942   857 85
1,258   455 803
776   206 570
2,047   526 1,521
34,718   31,380 3,338
10,635   10,682 -47
708   729 -21
605   462 143
642   462 180
579   475 104
591   445 146
2,075   1,780 295
1,071   607 464
532   480 52
532   304 228
1,064   607 457
805   446 359
16,900   15,782 1,118
1   1  
96   96  
305   260 45
303   260 43
304   260 44
296   260 36
584   484 100
423   281 142
26,634   25,519 1,115
15,350   15,459 -109
868   829 39
540   507 33
1,603   1,502 101
699   579 120
567   515 52
525   515 10
1,045   1,888 -843
16,443   16,205 238
11,625   10,073 1,552
1,302   1,307 -5
163   136 27
1,139   1,120 19
825   681 144
660   416 244
16,090   15,659 431
15,703   15,659 44
506   467 39
999   933 66
5,515   5,438 77
629   589 40
645   400 245
1,132   1,043 89
943   869 74
874   709 165
889   709 180
2,430   2,289 141
949   1,016 -67
1,430   1,524 -94
951   932 19
10,498   10,526 -28
16,600   16,623 -23
33,170   29,360 3,810
40,225   39,948 277
9,467   10,018 -551
4,856   5,009 -153
5,024   4,987 37
702   592 110
510   344 166
482   344 138
1,478   1,031 447
1,995   1,597 398
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       -25
b       -413
c       16
d       -392
e       -167
      -285
      392
      404
      676
      624
      88
      52
      85
      803
      570
      1,521
      3,338
      -47
      -21
      143
      180
      104
      146
      295
      464
      52
      228
      457
      359
      1,118
       
       
      45
      43
      44
      36
      100
      142
      1,115
      -109
      39
      33
      101
      120
      52
      10
      -843
      238
      1,552
      -5
      27
      19
      144
      244
      431
      44
      39
      66
      77
      40
      245
      89
      74
      165
      180
      141
      -67
      -94
      19
      -28
      -23
      3,810
      277
      -551
      -153
      37
      110
      166
      138
      447
      398
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 20,049
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 31,231 576,380 0.054185
2008 26,402 591,130 0.044664
2007 26,000 611,842 0.042495
2006 29,976 633,107 0.047347
2005 26,345 504,128 0.052259
2 Total of line 1, column (d) ...................... 2 0.240949
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 0.04819
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 583,734
5 Multiply line 4 by line 3....................... 5 28,130
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 366
7 Add lines 5 and 6......................... 7 28,496
8 Enter qualifying distributions from Part XII, line 4.............. 8 31,955
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 1 366
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............................ 3 366
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- ..... 5 366
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 366
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 taxBullet   Refunded Bullet 11 0
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)bulletNJ
    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 addressbullet  
    14
    The books are in care ofbulletTD WEALTH MANAGEMENT
    JOHN KITTANEH     Telephone no.bullet (201) 848-3002
    Located atbullet805 FRANKLIN LAKE ROADFRANKLIN LAKESNJ ZIP+4bullet07417
    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
     
    No
    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
    TD WEALTH MANAGEMENT TRUSTEE
    1     		5,289    
    805 Franklin Lake Road
    FRANKLIN LAKES,NJ07417
    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 VARIOUS CONTRIBUTIONS 30,000
    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  
    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
    565,344
    b
    Average of monthly cash balances.......................
    1b
    27,279
    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
    592,623
    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
    592,623
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    8,889
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    583,734
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    29,187
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    29,187
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    366
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    366
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    28,821
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    28,821
    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
    28,821
    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
    31,955
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    31,955
    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
    366
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    31,589
    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 28,821
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:2008, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 1,622
    b From 2006....... 0
    c From 2007....... 0
    d From 2008....... 0
    e From 2009....... 2,808
    fTotal of lines 3a through e......... 4,430
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 31,955
    a Applied to 2009, but not more than line 2a 0
    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..... 28,821
    e Remaining amount distributed out of corpus 3,134
    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 7,564
    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 ..........     		0
    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) .............     		1,622
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		5,942
    10 Analysis of line 9:
    a Excess from 2006.... 0
    b Excess from 2007.... 0
    c Excess from 2008.... 0
    d Excess from 2009.... 2,808
    e Excess from 2010.... 3,134
    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:
    JOHN BENEDICT JR CHAIRMAN
    PO BOX 912
    LNDHURST,NJ07071
    (201) 438-3000
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORMAT, LETTER
    cAny submission deadlines:
    PRIOR TO THE LAST WEEK IN MAY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES
    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
    BLUE HILL HERITAGE TRUST
    ATTN DENISE BLACK
    258 MOUNTAIN ROAD
    BLUE HILL,ME04614     		NONE CHARITY CHARITABLE 1,500
    MPBN MAINE PUBLIC BROADCASTING NETW
    1450 LISBON ST
    Lewiston,ME04240     		NONE CULTURAL CULTURAL 4,500
    VASSAR COLLEGE
    124 RAYMOND AVENUE
    Poughkeepsie,NY12604     		NONE EDUCATIONAL EDUCATIONAL 1,000
    COLORADO MUSIC FESTIVAL
    900 BASELINE ROAD
    Boulder,CO80302     		NONE CULTURAL CULTURAL 2,500
    ROCKY MOUNTAIN PBS
    1089 BANNOCK STREET
    Denver,CO80204     		NONE CULTURAL CULTURAL 750
    ST DAVID'S EPISCOPAL CHURCH
    90 SOUTH MAIN ST
    CRANBURY,NJ08512     		NONE CHARITY CHARITABLE 400
    ST SIMON-BY-THE-SEA
    2927 DEMERE ROAD
    St Simons,GA31522     		NONE CULTURAL CULTURAL 1,250
    CENTRAL VIRGINIA FOOD BANK
    1415 RHOADMILLER ST
    Richmond,VA23220     		NONE CHARITY CHARITABLE 500
    JAMES RIVER ROWERS
    PO BOX 36344
    Richmond,VA23235     		NONE CHARITY CHARITABLE 500
    SECOND CONGREGATIONAL CHURCH
    51 MAIN STREET
    New Castle,ME04553     		NONE CHARITY CHARITABLE 500
    PEDDIE SCHOOL
    201 SOUTH MAIN ST
    HIGHTSTOWN,NJ08520     		NONE EDUCATIONAL EDUCATIONAL 100
    TETON YOUTH AND FAMILY SERVICES
    P O BOX 2631
    Jackson,WY83001     		NONE CHARITY CHARITABLE 400
    PINGRY SCHOOL
    MARTINSVILLE ROAD
    Martinsville,NJ08836     		NONE EDUCATIONAL EDUCATIONAL 200
    HARVARD SCHOOL OF PUBLIC HEALTH
    401 PARK DRIVE-EAST ATRIUM 3RD FLOO
    Boston,MA02215     		NONE EDUCATIONAL EDUCATIONAL 250
    SWARTHMORE COLLEGE
    500 COLLEGE AVENUE
    Swarthmore,PA19081     		NONE EDUCATIONAL EDUCATIONAL 250
    WILLIAM PENN CHARTER SCHOOL
    3000 WEST SCHOOL HOUSE LANE
    Philadelphia,PA19144     		NONE EDUCATIONAL EDUCATIONAL 50
    FOX & ROACH CHARITIES
    431 W LANCASTER AVENUE
    Devon,PA19333     		NONE CHARITY CHARITABLE 175
    KENT PLACE SCHOOL
    42 NORWOOD AVENUE
    Summit,NJ07902     		NONE EDUCATIONAL EDUCATIONAL 575
    LAFAYETTE COLLEGE
    ATTN PAUL ZIMMERMAN CONTROLLER
    Easton,PA18042     		NONE EDUCATIONAL EDUCATIONAL 200
    WNYC RADIO
    160 VARICK STREET
    New York,NY10013     		NONE CULTURAL CULTURAL 125
    COPE CENTER FOUNDATION INC
    104 BLOOMFIELD AVE
    Montclair,NJ07042     		NONE CHARITY CHARITABLE 250
    RUTGERS UNIVERSITY FOUNDATION
    P O BOX 193
    New Brunswick,NJ08903     		NONE EDUCATIONAL EDUCATIONAL 250
    SKIDMORE COLLEGE
    815 NORTH BROADWAY
    Saratoga Springs,NY12866     		NONE EDUCATIONAL EDUCATIONAL 200
    WALNUT HILL SCHOOL
    12 HIGHLAND STREET
    Natick,MA01760     		NONE EDUCATIONAL EDUCATIONAL 200
    VIRGINIA SYMPHONY
    861 GLENROCK ROAD
    Norfolk,VA23502     		NONE CULTURAL CULTURAL 300
    JAMESTOWN-YORKTOWN FOUNDATION
    PO BOX 1607
    Williamsburg,VA23187     		NONE CHARITY CHARITABLE 450
    MARINERS MUSEUM
    100 MUSEUM DRIVE
    Newport News,VA23606     		NONE CULTURAL CULTURAL 300
    WALSINGHAM ACADEMY
    1100 JAMESTOWN ROAD
    Williamsburg,VA23187     		NONE EDUCATIONAL CHARITABLE 300
    CENTER OF AMERICAN WEST
    UNIVERSITY OF COLORADO AT BOULDER
    Boulder,CO80309     		NONE CULTURAL CHARITABLE 1,000
    PROSTATE CANCER FOUNDATION
    ATTN Jonathan Simons MD
    1250 FOURTH STREET
    Santa Monica,CA90401     		NONE MEDICAL MEDICAL 250
    ARBOR SCHOOL OF ARTS & SCIENCES
    4201 SOUTHWEST BORLAND ROAD
    Tualatin,OR97062     		NONE CHARITY EDUCATIONAL 500
    LAWRENCEVILLE FUND
    PO BOX 6125
    Lawrenceville,NJ08648     		NONE CHARITY CHARITABLE 500
    MILLWOOD SCHOOL ANNUAL FUND
    15100 MILLWOOD SCHOOL LANE
    Midlothian,VA23112     		NONE EDUCATIONAL EDUCATIONAL 875
    COLONIAL WILLIAMSBURG FOUNDATION
    PO BOX 1776
    Williamsburg,VA23187     		NONE CULTURAL CHARITABLE 300
    CHANNEL 13 PUBLIC TELEVISION
    450 WEST 33RD STREET
    New York,NY10001     		NONE EDUCATIONAL CHARITABLE 200
    FRANKLIN & MARSHALL COLLEGE
    P O BOX 3003
    Lancaster,PA17604     		NONE EDUCATIONAL CHARITABLE 1,000
    COMMUNITY HOUSING IMPROVEMENT
    1001 WILLOW ST
    Chico,CA95928     		NONE CHARITY CHARITY 375
    SAVE BARNEGAT BAY
    906-B GRAND CENTRAL AVE
    Lavallette,NJ08735     		NONE CULTURAL CHARITABLE 475
    THE CONNECTICUT CHALLENGE
    P O BOX 5666
    SOUTHPORT,CT06890     		NONE CHARITY CHARITABLE 1,875
    CHILDRENS CRISIS TREATMENT CENTER
    1823 CALLOWHILL ROAD
    Philadelphia,PA19130     		NONE CHARITY CHARITY 200
    EASTER SEALS UNITED CEREBRAL PALSY
    5171 GLENWOOD AVE
    Raleigh,NC27612     		NONE CHARITY CHARITABLE 1,475
    THE RESCUE HOUSE
    ATTN JOAN STAR
    P O BOX 231336
    ENCINITAS,CA92023     		NONE CHARITY CHARITABLE 1,000
    BLUE HILL PUBLIC LIBRARY
    PARKER POINT ROAD
    Blue Hill,ME04614     		NONE CHARITY EDUCATIONAL 500
    BLUE HILL MEMORIAL HOSPITAL
    57 WATER STREET
    Blue Hill,ME04614     		NONE CHARITY CHARITABLE 1,000
    ANDERSON RANCH ARTS CENTER
    PO BOX 5598
    Snowmass Village,CO81615     		NONE CHARITY CHARITABLE 500
    Total .................................bullet 3a 30,000
    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     14 16,318  
    4 Dividends and interest from securities....     14 4,167  
    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 20,049  
    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)..   40,534  
    13Total. Add line 12, columns (b), (d), and (e)...................
    1340,534
    (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:
    BENEDICT-MILLER FOUNDATION TRUST 65H055017
    EIN: 22-6022176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 575 383   192

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    BENEDICT-MILLER FOUNDATION TRUST 65H055017
    EIN: 22-6022176
    Name of Bond End of Year Book Value End of Year Fair Market Value
    30000 BANK OF AMERICAN 5.75%    
    30000 CATERPILLAR FIN 5.125%    
    30000 CONOCOPHILLIPS 5.625%    
    5000 GE COMPANY 5.00% 5,104 5,307
    30000 HONEYWELL INTL 7.500%    
    30000 PEPSICO INC 5.15%    
    30000 SBC COMMUNICATIONS 4.125    
    1399.254 FEDERATED US GOVT SEC    
    1512.097 PIMCO SHORT TERM INST    
    1974.334 PIMCO TOTAL RETURN IN    
    3003.003 TD ASSET MGMT SHORT T    
    20000 BANK OF AMER CORP 3.125 20,861 20,547
    15000 ONTARIO PROV CDA 15,654 15,729
    5000 SBC COMMUNICATIONS 5.10 5,438 5,495
    15 ISHARES TR US TIPS BD FD    
    470 VANGUARD GNMA FUND 36    
    5000 AT&T INC 4.45% 5,085 5,088
    10000BNK OF NOVA SCOTIA 2.375% 10,227 10,286
    10000 BERKSHIRE HATHAWAY 5.4% 11,043 11,093
    5000 CISCO SYSTEMS 4.95% 5,454 5,429
    10000 COCA COLA 1.500% 9,556 9,818
    10000 GEN ELEC CAP CORP 5.625% 10,870 11,040
    10000 HEWLETT PACKARD 4.75% 10,913 10,913
    10000 JP MORGAN CHASE 6.00% 10,991 11,122
    15000 PEIPSICO INC 3.100% 15,649 15,745
    20000 WALMART 4.55% 21,532 21,397
    10000 WELLS FARGO 5.625% 10,925 11,046

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    BENEDICT-MILLER FOUNDATION TRUST 65H055017
    EIN: 22-6022176
    Name of Stock End of Year Book Value End of Year Fair Market Value
    50 ABERCROMB & FITCH CO CL A    
    70 WALT DISNEY CO 2,006 2,733
    100 HOME DEPOT INC 2,455 3,622
    105 PETSMART INC    
    30 YUM BRANDS INC 1,031 1,657
    45 CLOROX CO    
    40 COLGATE PALMOLIVE CO 2,691 3,496
    40 DIAGEO PLC ADR 2,764 3,275
    60 PEPSICO INCORPORATED 2,921 4,226
    60 PROCTER & GAMBLE CO 3,282 3,814
    70 WALGREEN CO    
    30 TRANSOCEAN LTD ZUG    
    40 APACHE CORPORATION 3,002 4,936
    50 CHEVRON CORPORATION 4,258 5,142
    40 CIMAREX ENERGY CO    
    55 EXXON MOBIL CO 3,722 4,476
    55 XTO ENERGY INC    
    90 AMERICAN EXPRESS CO 4,554 4,653
    75 GALLAGHER ARTHUR J & CO    
    85 JP MORGAN CHASE & CO 3,112 3,480
    40 STATE STREET CORP    
    130 US BANCORP DEL NEW 3,261 3,316
    110 WELLS FARGO & CO NEW 2,217 3,087
    40 AMGEN INC    
    50 JOHNSON & JOHNSON 2,771 3,326
    50 MEDTRONIC INC    
    50 NOVARTIS A G SPONSORED ADR    
    30 QUEST DIAGNOSTICS INC COM    
    60 THERMO FISHER SCIENTIFIC IN 2,581 3,863
    40 ZIMMER HLDGS INC    
    65 EXPEDITORS INTL WASH INC    
    50 FASTENAL CO    
    55 ILLINOIS TOOL WKS INC 2,388 3,107
    40 3M CO    
    40 UNITED TECHNOLOGIES 2,594 3,540
    110 AUTODESK INC    
    165 CISCO SYSTEMS INC 2,103 2,576
    60 COGNIZANT TECHNOLOGY SOLUT    
    135 EMC CORPORATION/MASS 1,923 3,719
    60 HEWLETT PACKARD CO 2,241 2,184
    105 MICROSOFT CORPORATION 2,622 2,730
    95 PAYCHEX INC    
    10 RESEARCH IN MOTION LIMITED    
    100 TEXAS INSTRUMENTS    
    30 BHP BILLITON LTD    
    20 MONSANTO CO NEW    
    20 SIGMA-ALDRICH CORP COMMON    
    55 AT&T INC 1,697 1,728
    65 VERIZON COMMUNICATIONS 1,765 2,420
    35 SEMPRA ENERGY COMMON    
    55 SOUTHERN CO    
    40 APOLLO GROUP INC    
    70 ULTRA PETROLEUM CORP    
    40 ACE LTD 1,800 2,633
    70 ABBOTT LABS CO 3,374 3,683
    60 STRYKER CORP 2,810 3,521
    60 EMERSON ELECTRIC CO    
    80 LINEAR TECHNOLOGY 2,315 2,642
    60 ECOLAB INC 2,971 3,383
    60 EXELON CORP 2,821 2,570
    70 TARGET 3,945 3,284
    20 TOYOTA MOTOR 1,830 1,648
    60 ARCHER DANIELS 2,205 1,809
    30 MARATHON OIL 1,565 959
    110 VALERO ENERGY 3,137 2,813
    50 CAPITAL ONE FINANCIAL CORP 2,513 2,584
    110 UBS AG NEW 2,149 2,009
    80 GILEAD SCIENCES 3,204 3,313
    60 UNITED HEALTH 2,051 3,095
    L-3 COMMUNICATIONS HLDGS 1,553 1,749
    40 3M CO 2,990 3,794
    90 APPLIED MATERIALS 1,472 1,171
    20 IBM 3,353 3,431
    110 ORACLE 3,484 3,620
    40 QUALCOMM 1,910 2,272
    60 DANAHER CORP 3,190 3,179

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    BENEDICT-MILLER FOUNDATION TRUST 65H055017
    EIN: 22-6022176
    US Government Securities - End of Year Book Value:

    226,441
    US Government Securities - End of Year Fair Market Value:

    233,374
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2010 OtherDecreasesSchedule
    Name:
    BENEDICT-MILLER FOUNDATION TRUST 65H055017
    EIN: 22-6022176
    Description Amount
    ACCRUED INTEREST 759


    TY 2010 OtherIncreasesSchedule
    Name:
    BENEDICT-MILLER FOUNDATION TRUST 65H055017
    EIN: 22-6022176
    Description Amount
    CASH / ACCRUAL ADJ 82
    ROUNDING ADJUSTMENT 12


    TY 2010 TaxesSchedule
    Name:
    BENEDICT-MILLER FOUNDATION TRUST 65H055017
    EIN: 22-6022176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1 1   0
    FEDERAL TAX PAYMENT - PRIOR YE 198 0   0