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
2011
For calendar year 2011, or tax year beginning 10-01-2011 , and ending 09-30-2012
G
Check all that apply:
Name of foundation
ANN & ROBERT BENSON FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO Box 1501 NJ2-130-03-31   Room/suite
City or town, state, and ZIP code
PENNINGTON, NJ085341501
A Employer identification number

22-3696348
B Telephone number (see page 10 of the instructions)

(609) 274-6834
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$507,445J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 11,859 10,859  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 24,229
b Gross sales price for all assets on line 6a 238,453
7 Capital gain net income (from Part IV, line 2)... 24,229
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........ 36,088 35,088  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,500     1,500
c Other professional fees (attach schedule).... Click to see attachment 3,760 2,256   1,504
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,389 175    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,649 2,431   3,004
25 Contributions, gifts, grants paid........ 15,000 15,000
26 Total expenses and disbursements. Add lines 24 and 25 21,649 2,431   18,004
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,439
b Net investment income (if negative, enter -0-) 32,657
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 (2011)
Form 990-PF (2011)
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............... 69 649 649
2 Savings and temporary cash investments.......... 18,858 14,292 14,292
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)........ 402,397 Click to see attachment420,924 492,504
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) 421,324 435,865 507,445
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......... 421,324 435,865
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).................... 421,324 435,865
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 421,324 435,865
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)............... 1 421,324
2 Enter amount from Part I, line 27a..................... 2 14,439
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 102
4 Add lines 1, 2, and 3.......................... 4 435,865
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 435,865
Form 990-PF (2011)
Form 990-PF (2011)
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 CARDINAL HEALTH INC OHIO   2010-04-05 2012-07-16
b CARDINAL HEALTH INC OHIO   2010-04-05 2012-07-12
c CARDINAL HEALTH INC OHIO   2010-03-03 2012-07-12
d CARDINAL HEALTH INC OHIO   2010-03-03 2012-07-11
e CARDINAL HEALTH INC OHIO   2010-03-03 2012-07-10
CARDINAL HEALTH INC OHIO   2010-04-05 2012-07-13
CARDINAL HEALTH INC OHIO   2010-03-03 2012-07-09
CARDINAL HEALTH INC OHIO   2010-03-02 2012-07-09
CARDINAL HEALTH INC OHIO   2010-03-02 2012-06-29
CARDINAL HEALTH INC OHIO   2010-03-02 2012-06-28
CARDINAL HEALTH INC OHIO   2010-03-02 2012-06-27
CARDINAL HEALTH INC OHIO   2010-03-02 2012-06-26
CARDINAL HEALTH INC OHIO   2010-03-01 2012-06-26
CARDINAL HEALTH INC OHIO   2010-03-01 2012-06-26
CARDINAL HEALTH INC OHIO   2010-03-01 2012-06-12
CAPITAL ONE FINL   2010-04-05 2012-09-12
CAPITAL ONE FINL   2010-04-05 2012-01-31
CAPITAL ONE FINL   2010-03-30 2012-01-31
CAPITAL ONE FINL   2010-03-30 2012-01-30
CAPITAL ONE FINL   2010-03-29 2012-01-30
CA INC   2007-09-19 2012-09-12
CVS CAREMARK CORP   2012-07-09 2012-09-12
CF INDS HLDGS INC   2012-02-06 2012-09-12
APPLE INC   2010-05-03 2012-09-12
APACHE CORP   2012-03-06 2012-08-28
APACHE CORP   2012-03-05 2012-08-28
AMGEN INC COM PV 0.0001   2008-11-04 2012-08-27
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-17
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-16
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-15
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-14
AMGEN INC COM PV 0.0001   2008-11-03 2012-08-13
AMGEN INC COM PV 0.0001   2008-11-03 2012-06-12
AMERIPRISE FINL INC   2011-01-11 2012-09-12
ALTERA CORP COM   2010-11-08 2012-01-04
ALTERA CORP COM   2010-11-08 2012-01-03
AETNA INC NEW   2007-07-30 2012-08-30
AETNA INC NEW   2007-07-30 2012-08-29
AETNA INC NEW   2007-07-30 2012-08-28
ATT INC   2008-11-18 2012-09-24
ATT INC   2008-11-17 2012-09-24
AETNA INC NEW   2004-11-29 2012-08-28
AETNA INC NEW   2004-11-29 2012-08-27
AETNA INC NEW   2004-11-29 2012-06-11
ACTIVISION BLIZZARD INC   2011-08-16 2012-02-14
ACTIVISION BLIZZARD INC   2011-08-16 2012-02-13
ACTIVISION BLIZZARD INC   2011-08-15 2012-02-13
LYONDELLBASELL INDUSTRIE   2011-08-09 2012-09-12
LYONDELLBASELL INDUSTRIE   2011-08-09 2012-03-06
LYONDELLBASELL INDUSTRIE   2011-08-09 2012-03-05
LYONDELLBASELL INDUSTRIE   2011-08-08 2012-03-05
UNUM GROUP   2008-11-03 2012-06-28
UNUM GROUP   2008-10-21 2012-06-28
UNUM GROUP   2008-10-21 2012-06-27
UNUM GROUP   2008-10-20 2012-06-27
UNUM GROUP   2008-10-20 2012-06-26
UNUM GROUP   2008-10-14 2012-06-26
UNUM GROUP   2008-10-20 2012-06-26
UNITEDHEALTH GROUP INC   2010-12-13 2012-09-12
UNITEDHEALTH GROUP INC   2010-12-13 2012-06-04
TRAVELERS COS INC   2007-01-22 2012-09-12
TRAVELERS COS INC   2007-01-11 2011-11-15
TRAVELERS COS INC   2006-04-11 2011-11-15
TRAVELERS COS INC   2005-09-28 2011-11-15
TRAVELERS COS INC   2007-01-22 2011-11-15
TRAVELERS COS INC   2007-01-11 2011-11-15
3M COMPANY   2012-06-25 2012-09-12
TEXAS INSTRUMENTS   2011-02-28 2011-11-15
TEXAS INSTRUMENTS   2009-10-06 2011-11-15
TEXAS INSTRUMENTS   2009-10-06 2011-11-15
TEXAS INSTRUMENTS   2009-10-05 2011-11-15
TEXAS INSTRUMENTS   2009-10-05 2011-10-11
TEXAS INSTRUMENTS   2009-10-05 2011-10-10
ROSS STORES INC COM   2009-05-04 2012-09-12
ROSS STORES INC COM   2008-10-21 2012-09-12
RAYTHEON CO DELAWARE NEW   2006-05-03 2012-09-12
PRUDENTIAL FINANCIAL INC   2010-05-24 2012-09-12
PHILLIPS 66 SHS   2010-02-18 2012-05-24
PHILLIPS 66 SHS   2010-02-18 2012-05-08
PHILLIPS 66 SHS   2010-02-17 2012-05-08
PHILLIPS 66 SHS   2010-02-16 2012-05-08
PHILLIPS 66 SHS   2008-06-09 2012-05-08
PHILLIPS 66 SHS   2008-06-09 2012-05-07
PHILLIPS 66 SHS   2008-06-05 2012-05-07
PHILLIPS 66 SHS   2008-06-04 2012-05-07
PHILLIPS 66 SHS   2008-06-03 2012-05-07
OCCIDENTAL PETE CORP CAL   2008-07-08 2011-10-17
OCCIDENTAL PETE CORP CAL   2008-02-12 2011-10-17
OCCIDENTAL PETE CORP CAL   2007-07-06 2011-10-17
OCCIDENTAL PETE CORP CAL   2005-10-17 2011-10-17
NORTHROP GRUMMAN CORP   2009-08-05 2012-09-24
NORTHROP GRUMMAN CORP   2009-08-05 2012-09-21
NORTHROP GRUMMAN CORP   2009-08-04 2012-09-21
NORTHROP GRUMMAN CORP   2009-08-04 2012-09-20
NORTHROP GRUMMAN CORP   2009-08-04 2012-09-19
NORTHROP GRUMMAN CORP   2009-08-04 2012-09-18
NORTHROP GRUMMAN CORP   2009-08-04 2012-09-17
MURPHY OIL CORP   2011-03-15 2012-06-13
MURPHY OIL CORP   2011-03-15 2012-06-12
MURPHY OIL CORP   2011-03-15 2012-06-11
MURPHY OIL CORP   2011-03-14 2012-06-11
MURPHY OIL CORP   2011-03-14 2012-06-08
MURPHY OIL CORP   2011-03-14 2012-06-07
MOTOROLA SOLUTIONS INC   2011-02-01 2012-06-15
MOTOROLA SOLUTIONS INC   2011-02-01 2012-06-14
MOTOROLA SOLUTIONS INC   2011-01-31 2012-06-14
MOTOROLA SOLUTIONS INC   2011-01-31 2012-06-13
MOTOROLA SOLUTIONS INC   2010-10-25 2012-06-13
MOTOROLA SOLUTIONS INC   2010-10-25 2012-03-14
MOTOROLA SOLUTIONS INC   2010-10-25 2012-03-13
MOTOROLA SOLUTIONS INC   2010-09-14 2012-03-13
CONOCOPHILLIPS   2010-02-17 2012-07-10
CONOCOPHILLIPS   2010-02-16 2012-07-10
CONOCOPHILLIPS   2008-06-09 2012-07-09
CONOCOPHILLIPS   2008-06-05 2012-07-09
CONOCOPHILLIPS   2008-06-04 2012-07-09
CONOCOPHILLIPS   2008-06-03 2012-07-09
CONAGRA FOODS INC   2009-06-24 2012-06-18
CONAGRA FOODS INC   2009-06-24 2012-06-15
CONAGRA FOODS INC   2009-06-23 2012-06-15
CONAGRA FOODS INC   2009-06-23 2012-06-14
CONAGRA FOODS INC   2009-06-23 2012-06-13
CITIGROUP INC COM NEW   2012-06-12 2012-09-12
CHUBB CORP   2008-02-27 2012-09-12
CHEVRON CORP   2002-04-30 2012-09-12
CARDINAL HEALTH INC OHIO   2010-04-07 2012-07-17
CARDINAL HEALTH INC OHIO   2010-04-06 2012-07-17
CARDINAL HEALTH INC OHIO   2010-04-06 2012-07-16
NABORS INDUSTRIES LTD   2009-11-25 2012-08-29
NABORS INDUSTRIES LTD   2009-11-24 2012-08-29
NABORS INDUSTRIES LTD   2009-11-24 2012-08-28
NABORS INDUSTRIES LTD   2009-11-23 2012-08-28
WESTERN UN CO   2011-06-13 2012-09-12
WELLPOINT INC   2008-10-27 2012-06-29
WELLPOINT INC   2008-10-27 2012-06-28
WELLPOINT INC   2008-10-27 2012-06-27
WELLPOINT INC   2008-02-12 2012-06-27
TARGET CORP COM   2010-04-06 2012-09-25
TARGET CORP COM   2010-04-06 2012-09-24
WELLPOINT INC   2003-10-27 2012-06-26
WELLPOINT INC   2008-02-12 2012-06-26
WELLPOINT INC   2007-07-06 2012-06-26
WELLPOINT INC   2003-10-27 2012-06-26
WELLPOINT INC   2003-10-27 2012-06-12
WELLPOINT INC   2003-10-27 2012-06-11
VERIZON COMMUNICATNS COM   2009-07-28 2012-09-12
VERIZON COMMUNICATNS COM   2009-07-28 2012-06-29
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-29
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-28
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-27
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-26
VERIZON COMMUNICATNS COM   2009-04-06 2012-06-26
VALERO ENERGY CORP NEW   2011-11-14 2012-09-12
VALERO ENERGY CORP NEW   2011-11-14 2012-06-11
UNUM GROUP   2008-11-04 2012-06-29
UNUM GROUP   2008-11-03 2012-06-29
TARGET CORP COM   2010-04-07 2012-09-25
TARGET CORP COM   2010-04-05 2012-09-24
TARGET CORP COM   2010-03-03 2012-09-24
SYMANTEC CORP COM   2010-09-27 2012-09-12
SPRINT NEXTEL CORP   2011-07-11 2012-06-29
SPRINT NEXTEL CORP   2011-07-11 2012-06-28
SPRINT NEXTEL CORP   2011-07-11 2012-06-27
SPRINT NEXTEL CORP   2011-07-11 2012-06-26
SPRINT NEXTEL CORP   2011-07-11 2012-06-26
SARA LEE CORP COM   2010-06-23 2012-03-14
SARA LEE CORP COM   2010-06-22 2012-03-13
SARA LEE CORP COM   2010-06-22 2012-03-12
SARA LEE CORP COM   2010-06-21 2012-03-12
SAFEWAY INC NEW   2007-07-06 2012-07-11
SAFEWAY INC NEW   2007-01-11 2012-07-11
SAFEWAY INC NEW   2006-04-11 2012-07-11
SAFEWAY INC NEW   2006-04-11 2012-07-10
SAFEWAY INC NEW   2006-01-11 2012-07-10
SAFEWAY INC NEW   2006-01-11 2012-07-09
SAFEWAY INC NEW   2006-01-10 2012-07-09
LOCKHEED MARTIN CORP   2008-08-18 2012-09-18
LIMITED BRANDS INC   2010-06-02 2012-06-28
LIMITED BRANDS INC   2010-06-02 2012-06-27
LOCKHEED MARTIN CORP   2007-01-11 2012-09-18
LOCKHEED MARTIN CORP   2007-01-11 2012-09-17
LOCKHEED MARTIN CORP   2005-11-25 2012-09-17
LIMITED BRANDS INC   2010-06-02 2012-09-12
LIMITED BRANDS INC   2010-06-02 2012-06-29
LIMITED BRANDS INC   2010-06-01 2012-06-26
LIMITED BRANDS INC   2010-06-02 2012-06-26
LIMITED BRANDS INC   2010-06-01 2012-06-26
LIMITED BRANDS INC   2010-06-01 2011-10-03
L-3 COMMNCTNS HLDGS   2007-10-10 2012-08-17
L-3 COMMNCTNS HLDGS   2007-10-09 2012-08-17
L-3 COMMNCTNS HLDGS   2007-10-09 2012-08-16
L-3 COMMNCTNS HLDGS   2007-10-09 2012-08-15
L-3 COMMNCTNS HLDGS   2007-10-08 2012-08-15
L-3 COMMNCTNS HLDGS   2007-10-08 2012-08-14
L-3 COMMNCTNS HLDGS   2007-08-22 2012-08-14
L-3 COMMNCTNS HLDGS   2007-08-22 2012-08-13
KROGER CO   2011-03-28 2012-07-17
KROGER CO   2011-03-28 2012-07-16
KROGER CO   2011-03-28 2012-07-13
KROGER CO   2011-02-28 2012-07-13
KROGER CO   2011-02-28 2012-07-12
KROGER CO   2011-02-28 2012-07-11
KROGER CO   2008-02-12 2012-07-11
KROGER CO   2006-12-14 2012-07-11
KROGER CO   2006-12-14 2012-07-10
MOTOROLA SOLUTIONS INC   2010-09-13 2012-03-13
MOTOROLA SOLUTIONS INC   2010-09-13 2012-03-12
MOTOROLA SOLUTIONS INC   2010-09-13 2011-10-11
MOTOROLA SOLUTIONS INC   2010-09-13 2011-10-10
MICROSOFT CORP   2003-07-02 2012-09-12
MERCK AND CO INC SHS   2012-06-25 2012-09-12
MCKESSON CORPORATION COM   2006-01-04 2012-09-12
MARATHON OIL CORP   2009-07-06 2012-09-12
LORILLARD INC   2011-10-11 2012-09-25
LORILLARD INC   2011-10-10 2012-09-24
LOCKHEED MARTIN CORP   2011-04-06 2012-09-25
LOCKHEED MARTIN CORP   2011-04-05 2012-09-25
LOCKHEED MARTIN CORP   2011-04-04 2012-09-25
LOCKHEED MARTIN CORP   2011-04-04 2012-09-24
LOCKHEED MARTIN CORP   2008-08-20 2012-09-24
LOCKHEED MARTIN CORP   2008-08-19 2012-09-24
LOCKHEED MARTIN CORP   2008-08-19 2012-09-18
KROGER CO   2006-12-13 2012-07-10
KROGER CO   2006-12-13 2012-07-09
JOHNSON AND JOHNSON COM   2008-02-12 2012-09-24
JOHNSON AND JOHNSON COM   2007-07-06 2012-09-24
JOHNSON AND JOHNSON COM   2007-01-11 2012-09-24
JOHNSON AND JOHNSON COM   2004-09-08 2012-09-24
JOHNSON AND JOHNSON COM   2004-09-08 2012-09-12
JOHNSON AND JOHNSON COM   2004-09-08 2012-02-06
JOHNSON AND JOHNSON COM   2000-11-15 2012-02-06
JPMORGAN CHASE CO   2012-06-07 2012-09-12
INTL PAPER CO   2011-10-03 2012-06-29
INTL PAPER CO   2011-10-03 2012-06-28
INTL PAPER CO   2010-05-25 2012-06-28
INTL PAPER CO   2010-05-25 2012-06-27
INTL PAPER CO   2010-05-24 2012-06-27
INTL PAPER CO   2010-03-03 2012-06-27
INTL PAPER CO   2010-03-01 2012-06-26
INTL PAPER CO   2008-07-08 2012-06-26
INTL PAPER CO   2007-09-07 2012-06-26
INTL PAPER CO   2010-03-03 2012-06-26
INTL PAPER CO   2010-03-02 2012-06-26
INTL PAPER CO   2010-03-01 2012-06-26
HERSHEY COMPANY   2010-10-14 2012-09-13
HERSHEY COMPANY   2010-10-14 2012-09-12
HERSHEY COMPANY   2010-10-13 2012-09-12
HERSHEY COMPANY   2010-10-13 2012-09-11
ENGILITY HOLDINGS INC   2007-10-08 2012-07-24
ENGILITY HOLDINGS INC   2007-08-22 2012-07-24
ENGILITY HOLDINGS INC   2007-08-22 2012-07-24
DR PEPPER SNAPPLE GROUP   2010-07-14 2012-09-12
DR PEPPER SNAPPLE GROUP   2010-07-14 2012-04-25
DR PEPPER SNAPPLE GROUP   2010-07-14 2012-04-24
DR PEPPER SNAPPLE GROUP   2010-07-13 2012-04-24
DR PEPPER SNAPPLE GROUP   2010-07-13 2012-04-23
DR PEPPER SNAPPLE GROUP   2010-07-12 2012-04-23
DISH NETWORK CORPATION   2011-07-19 2012-09-20
DISH NETWORK CORPATION   2011-07-19 2012-09-19
DISH NETWORK CORPATION   2011-07-19 2012-09-18
DISH NETWORK CORPATION   2011-07-19 2012-09-17
DISH NETWORK CORPATION   2011-07-18 2012-09-17
DISH NETWORK CORPATION   2011-07-18 2012-09-12
DISCOVER FINL SVCS   2011-05-16 2012-09-12
DISCOVER FINL SVCS   2011-05-16 2012-03-26
DELL INC   2011-03-01 2012-07-26
DELL INC   2011-02-28 2012-07-26
DELL INC   2011-02-28 2012-07-25
DELL INC   2011-02-28 2012-07-24
DELL INC   2011-02-28 2012-07-23
CONOCOPHILLIPS   2010-02-18 2012-07-11
CONOCOPHILLIPS   2010-02-18 2012-07-10
HERSHEY COMPANY   2010-10-13 2012-09-10
HERSHEY COMPANY   2010-10-12 2012-09-10
HERSHEY COMPANY   2010-10-12 2011-11-28
HERSHEY COMPANY   2010-10-11 2011-11-28
GOOGLE INC CL A   2012-06-25 2012-09-12
GAP INC DELAWARE   2009-10-26 2012-09-12
EXXON MOBIL CORP COM   2006-10-16 2012-09-12
EXPRESS SCRIPTS HLDG CO   2012-07-09 2012-09-12
ENGILITY HOLDINGS INC   2012-08-01 2012-08-01
ENGILITY HOLDINGS INC   2007-10-10 2012-07-25
ENGILITY HOLDINGS INC   2007-10-09 2012-07-25
ENGILITY HOLDINGS INC   2007-10-09 2012-07-24
ENGILITY HOLDINGS INC   2007-10-09 2012-07-24
CVS CORP   2012-07-09 2012-09-12
(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 169   146 23
b 378   329 49
c 294   248 46
d 636   532 104
e 641   532 109
637   548 89
550   461 89
85   71 14
1,001   855 146
938   820 118
891   784 107
204   178 26
776   665 111
939   805 134
543   455 88
522   385 137
45   43 2
1,864   1,737 127
626   593 33
1,475   1,406 69
245   231 14
186   189 -3
216   187 29
1,327   532 795
1,388   1,665 -277
2,603   3,187 -584
1,269   909 360
998   736 262
914   675 239
1,004   736 268
997   736 261
985   736 249
958   859 99
340   364 -24
1,043   948 95
2,577   2,302 275
350   441 -91
1,366   1,715 -349
1,200   1,519 -319
1,953   1,351 602
2,566   1,814 752
155   118 37
1,404   1,065 339
472   325 147
1,061   945 116
391   352 39
1,577   1,422 155
393   246 147
1,467   1,136 331
42   31 11
3,055   2,175 880
542   485 57
691   667 24
866   830 36
358   333 25
797   754 43
426   457 -31
1,311   1,228 83
478   335 143
1,925   1,302 623
270   207 63
58   52 6
1,154   826 328
115   88 27
632   570 62
230   207 23
182   172 10
2,127   2,422 -295
63   46 17
3,257   2,409 848
345   251 94
326   251 75
1,936   1,484 452
67   19 48
134   30 104
231   185 46
228   223 5
16   11 5
266   202 64
591   454 137
561   434 127
266   391 -125
268   391 -123
298   422 -124
328   457 -129
89   127 -38
417   400 17
1,250   1,048 202
417   300 117
5,251   2,366 2,885
398   253 145
1,005   633 372
67   42 25
1,000   633 367
1,002   633 369
1,000   633 367
1,062   675 387
402   621 -219
676   1,035 -359
91   138 -47
589   910 -321
684   1,050 -366
371   560 -189
1,591   1,292 299
473   392 81
2,032   1,662 370
190   155 35
806   551 255
404   259 145
757   486 271
707   472 235
2,151   1,528 623
2,044   1,459 585
1,899   2,560 -661
1,085   1,419 -334
1,248   1,607 -359
326   429 -103
822   663 159
771   622 149
647   517 130
1,416   1,133 283
1,418   1,133 285
428   357 71
454   327 127
229   87 142
383   323 60
468   398 70
465   398 67
472   678 -206
280   392 -112
1,667   2,290 -623
841   1,162 -321
203   219 -16
1,426   882 544
1,385   842 543
909   521 388
559   609 -50
844   701 143
1,303   1,078 225
1,457   743 714
139   152 -13
348   413 -65
1,044   531 513
763   389 374
484   248 236
402   264 138
89   59 30
711   492 219
698   492 206
701   492 209
740   523 217
745   523 222
165   122 43
916   1,028 -112
325   310 15
1,014   886 128
909   760 149
3,127   2,583 544
1,238   984 254
248   202 46
664   1,140 -476
610   1,067 -457
588   1,051 -463
596   1,067 -471
628   1,117 -489
513   358 155
3,380   2,361 1,019
1,255   887 368
1,425   997 428
179   347 -168
179   339 -160
572   794 -222
141   198 -57
878   1,221 -343
802   1,123 -321
209   295 -86
1,373   1,724 -351
941   589 352
940   589 351
275   285 -10
185   190 -5
1,571   1,033 538
243   128 115
1,016   614 402
944   586 358
287   179 108
737   458 279
1,901   1,273 628
1,036   1,540 -504
138   206 -68
1,174   1,747 -573
1,101   1,645 -544
69   102 -33
277   408 -131
902   1,226 -324
1,178   1,603 -425
1,293   1,412 -119
1,253   1,365 -112
686   742 -56
598   621 -23
1,251   1,312 -61
456   460 -4
456   520 -64
388   412 -24
521   558 -37
858   567 291
1,913   1,268 645
267   200 67
1,554   1,168 386
495   430 65
222   200 22
174   107 67
322   186 136
713   708 5
3,821   3,795 26
1,098   978 120
1,738   1,546 192
457   405 52
1,906   1,701 205
363   455 -92
1,271   1,615 -344
183   231 -48
770   816 -46
1,308   1,392 -84
690   628 62
345   311 34
345   334 11
3,381   2,858 523
204   175 29
3,786   3,384 402
2,807   2,049 758
399   333 66
2,017   1,620 397
637   532 105
1,190   928 262
648   496 152
985   779 206
197   178 19
424   361 63
424   336 88
1,018   1,263 -245
421   381 40
981   873 108
561   481 80
1,291   917 374
425   306 119
992   710 282
1,427   1,014 413
15   23 -8
30   47 -17
30   47 -17
179   158 21
510   513 -3
81   79 2
1,251   1,219 32
200   197 3
839   812 27
373   376 -3
565   564 1
1,189   1,160 29
32   31 1
1,289   1,228 61
296   276 20
192   126 66
2,429   1,809 620
390   515 -125
1,157   1,544 -387
1,349   1,843 -494
1,360   1,843 -483
2,924   3,939 -1,015
759   529 230
269   189 80
1,011   710 301
505   348 157
1,003   895 108
947   837 110
692   561 131
391   249 142
448   348 100
435   382 53
       
46   78 -32
15   27 -12
44   76 -32
30   51 -21
4     4
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       23
b       49
c       46
d       104
e       109
      89
      89
      14
      146
      118
      107
      26
      111
      134
      88
      137
      2
      127
      33
      69
      14
      -3
      29
      795
      -277
      -584
      360
      262
      239
      268
      261
      249
      99
      -24
      95
      275
      -91
      -349
      -319
      602
      752
      37
      339
      147
      116
      39
      155
      147
      331
      11
      880
      57
      24
      36
      25
      43
      -31
      83
      143
      623
      63
      6
      328
      27
      62
      23
      10
      -295
      17
      848
      94
      75
      452
      48
      104
      46
      5
      5
      64
      137
      127
      -125
      -123
      -124
      -129
      -38
      17
      202
      117
      2,885
      145
      372
      25
      367
      369
      367
      387
      -219
      -359
      -47
      -321
      -366
      -189
      299
      81
      370
      35
      255
      145
      271
      235
      623
      585
      -661
      -334
      -359
      -103
      159
      149
      130
      283
      285
      71
      127
      142
      60
      70
      67
      -206
      -112
      -623
      -321
      -16
      544
      543
      388
      -50
      143
      225
      714
      -13
      -65
      513
      374
      236
      138
      30
      219
      206
      209
      217
      222
      43
      -112
      15
      128
      149
      544
      254
      46
      -476
      -457
      -463
      -471
      -489
      155
      1,019
      368
      428
      -168
      -160
      -222
      -57
      -343
      -321
      -86
      -351
      352
      351
      -10
      -5
      538
      115
      402
      358
      108
      279
      628
      -504
      -68
      -573
      -544
      -33
      -131
      -324
      -425
      -119
      -112
      -56
      -23
      -61
      -4
      -64
      -24
      -37
      291
      645
      67
      386
      65
      22
      67
      136
      5
      26
      120
      192
      52
      205
      -92
      -344
      -48
      -46
      -84
      62
      34
      11
      523
      29
      402
      758
      66
      397
      105
      262
      152
      206
      19
      63
      88
      -245
      40
      108
      80
      374
      119
      282
      413
      -8
      -17
      -17
      21
      -3
      2
      32
      3
      27
      -3
      1
      29
      1
      61
      20
      66
      620
      -125
      -387
      -494
      -483
      -1,015
      230
      80
      301
      157
      108
      110
      131
      142
      100
      53
       
      -32
      -12
      -32
      -21
      4
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 24,229
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))
2010 29,242 468,278 000.062446
2009 20,353 427,512 000.047608
2008 31,855 402,265 000.079189
2007 30,448 586,188 000.051942
2006 21,971 605,914 000.036261
2 Total of line 1, column (d) ...................... 2 000.277446
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. . . 		3 000.055489
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 470,771
5 Multiply line 4 by line 3....................... 5 26,123
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 327
7 Add lines 5 and 6......................... 7 26,450
8 Enter qualifying distributions from Part XII, line 4.............. 8 18,004
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 (2011)
Form 990-PF (2011)
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 1 653
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 653
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 653
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 671
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.............. Tax Paid Original Return: 671 7 671
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 18
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet18 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (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 ofbullet   Telephone no.bullet (609) 274-6834
    Located atbulletPO Box 1501 NJ2-130-03-31PenningtonNJ ZIP+4bullet085341501
    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 2011, 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 (2011)
    Form 990-PF (2011)
    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 2011?.............
    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 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    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.) Click to see attachment.........
    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 2011 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 2011.)....................
    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 2011?
    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
    Yes
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    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
    ANN T BENSON PRESIDENT
    002.00     		0    
    304 BERKSHIRE AVENUE
    NEW MILFORD,NJ07646
    RYAN D BENSON VICE PRESIDENT
    002.00     		0    
    304 BERKSHIRE AVENUE
    NEW MILFORD,NJ07646
    SAMANTHA A BENSON SECRETARY
    002.00     		0    
    304 BERKSHIRE AVENUE
    NEW MILFORD,NJ07646
    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
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 NONE  
    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
    459,362
    b
    Average of monthly cash balances.......................
    1b
    18,578
    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
    477,940
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    477,940
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) Click to see attachment...........................
    4
    7,169
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    470,771
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    23,539
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    23,539
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    653
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    653
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    22,886
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    22,886
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    22,886
    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 Click to see attachment..........
    1a
    18,004
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    18,004
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    18,004
    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 (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 22,886
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 11,448
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 18,004
    a Applied to 2010, but not more than line 2a 11,448
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 6,556
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		16,330
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 2011, 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) 2011 (b) 2010 (c) 2009 (d) 2008
             
    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).)
    ROBERT D 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 (2011)
    Form 990-PF (2011)
    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
    RESPONSIBILITY
    565 BLACKSHAW LANE
    SAN YSIDRO,CA92173     		NONE 501(C)(3) GENERAL OPERATING 15,000
    Total .................................bullet 3a 15,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 11,859  
    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 24,229  
    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)..   36,088  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1336,088
    (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 (2011)
    Form 990-PF (2011)
    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 (2011)
    Additional Data


    Software ID: 11000218
    Software Version: 2012.0.0
    Part VI Line 7 - Tax Paid Original Return: 671


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN: 22-3696348
    Software ID:11000218
    Software Version:2012.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 1,500     1,500

    TY 2011 GeneralExplanationAttachment
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN: 22-3696348
    Software ID:11000218
    Software Version:2012.0.0
    Identifier Return Reference Explanation

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN: 22-3696348
    Software ID:11000218
    Software Version:2012.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
      420,924 492,504

    TY 2011 OtherIncreasesSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN: 22-3696348
    Software ID:11000218
    Software Version:2012.0.0
    Description Amount
    COST BASIS ADJUSTMENT 102


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN: 22-3696348
    Software ID:11000218
    Software Version:2012.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 3,760 2,256   1,504


    TY 2011 TaxesSchedule
    Name:
    ANN & ROBERT BENSON FOUNDATION INC
    EIN: 22-3696348
    Software ID:11000218
    Software Version:2012.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PY FED EXCISE TAX 543 0 0 0
    ESTIMATED EXCISE TAX PAID 671 0 0 0
    FOREIGN TAX WITHHELD 175 175 0 0