Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
FRANK C AND GEORGIA M BENTLEY
CHARITABLE TRUST

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

43-6050610
B Telephone number (see instructions)

(417) 888-2200
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,964,022J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 41,330 41,330 41,330
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 141,022
b Gross sales price for all assets on line 6a 1,236,270
7 Capital gain net income (from Part IV, line 2)... 12,184
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)....... Click to see attachment 25,306 25,301 25,306
12 Total. Add lines 1 through 11........ 207,658 78,815 66,636
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 1,545      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,590 2,590    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 38,885 32,791    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,020 35,381   0
25 Contributions, gifts, grants paid........ 91,903 91,903
26 Total expenses and disbursements. Add lines 24 and 25 134,923 35,381   91,903
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 72,735
b Net investment income (if negative, enter -0-) 43,434
c Adjusted net income (if negative, enter -0-)... 66,636
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 39,548 42,063 42,063
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see 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)........ 1,211,277 Click to see attachment1,136,129 1,334,609
c Investments—corporate bonds (attach schedule)........ 405,805 Click to see attachment314,743 295,491
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5 Click to see attachment236,435 Click to see attachment291,859
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,656,635 1,729,370 1,964,022
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,656,635 1,729,370
30 Total net assets or fund balances (see instructions)...... 1,656,635 1,729,370
31 Total liabilities and net assets/fund balances (see instructions).. 1,656,635 1,729,370
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,656,635
2 Enter amount from Part I, line 27a..................... 2 72,735
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,729,370
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,729,370
Form 990-PF (2014)
Form 990-PF (2014)
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.)
1a
b
c
d
e
(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
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
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 12,184
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 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 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))
2013 81,608 1,851,734 0.044071
2012 100,735 1,736,506 0.058010
2011 79,496 1,758,830 0.045198
2010 80,438 1,791,445 0.044901
2009 92,524 1,667,254 0.055495
2 Total of line 1, column (d) ...................... 2 0.247675
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 0.049535
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,024,823
5 Multiply line 4 by line 3....................... 5 100,300
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 434
7 Add lines 5 and 6......................... 7 100,734
8 Enter qualifying distributions from Part XII, line 4.............. 8 91,903
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.
Form 990-PF (2014)
Form 990-PF (2014)
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 1 869
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........................... 3 869
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- ..... 5 869
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000
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 10 131
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet131 RefundedBullet 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 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletE D ROBINSON CPA Telephone no.bullet (417) 883-5601
    Located atbullet1304 E WOODHURST STE BSPRINGFIELDMO ZIP+4bullet65804
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (see 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 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 (2014)
    Form 990-PF (2014)
    Page 7
    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 instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JEFF ROBINSON DIST TRUSTEE
    5.00     		0 0 0
    1304 E WOODHURST SUITE B
    SPRINGFIELD,MO65804
    ANDREW ROBINSON DIST TRUSTEE
    5.00     		0 0 0
    1304 E WOODHURST SUITE B
    SPRINGFIELD,MO65804
    REBECCA PERRYMAN DIST TRUSTEE
    5.00     		0 0 0
    981 E NOTTINGHAM LANE
    SPRINGFIELD,MO65810
    US BANK TRUSTEE
    5.00     		0 0 0
    1615 S GLENSTONE
    SPRINGFIELD,MO65808
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,819,561
    b
    Average of monthly cash balances.......................
    1b
    9,275
    c
    Fair market value of all other assets (see instructions)................
    1c
    226,822
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,055,658
    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
    2,055,658
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    30,835
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,024,823
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    101,241
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    101,241
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    869
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    869
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    100,372
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    100,372
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    100,372
    Part XII
    Qualifying Distributions (see 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
    91,903
    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
    91,903
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    91,903
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 100,372
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 77,112
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 91,903
    a Applied to 2013, but not more than line 2a 77,112
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 14,791
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (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 instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		85,581
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 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 or e-mail address of the person to whom applications should be addressed:
    BENTLEY TRUST
    2041 E BRIAR
    SPRINGFIELD,MO65804
    (417) 887-8547
    bThe form in which applications should be submitted and information and materials they should include:
    A SPECIFIC APPLICATION IS USED AND CAN BE OBTAINED BY CALLING THE NUMBER ABOVE
    cAny submission deadlines:
    NO DEADLINES - THE TRUSTEES MEET ON A MONTHLY BASIS TO DETERMINE WHAT GIFTS WILL BE DISTRIBUTED FOR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST LIVE WITHIN THE CITY LIMITS OF SPRINGFIELD, MISSOURI AND BE OVER THE AGE OF 60
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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
    AL BICKERSTAFF
    2954 N NATIONAL 207
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 240
    ALICE RYUN
    1115 S OAK PARK
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 579
    ALINE THOMPSON
    2110 VALLEY RD
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,195
    ANITA HOBBS
    1525 N LYON APT 2
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 484
    ARLEEN PERRYMAN
    2260 N GOLDEN LOT 80
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 455
    BARBARA BROYLES
    1505 W LARK 314
    SPRINGFIELD,MO65810     		NO RELATION   FINANCIAL NEED 1,210
    BARBARA GIULLIAMS
    1604 W BERKELEY
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 875
    BARBARA GRAVAGNA
    1820 S HAMPTON
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,525
    BARBARA JOHNSON
    914 S CRUTCHER APT C
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 769
    BARBARA STALLINGS
    751 S LAFONTAINE
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 400
    BEATRICE MILLER
    1065 E NORTON RD
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,000
    BETTY STAHL
    3211 W WALNUT
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,300
    BETTY WILLIFORD
    2865 S INGRAM MILL APT E
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 120
    CALVIN PHILLIPS
    1647 E ATLANTIC
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 608
    CARLINE MORTON
    2155 S GRANT
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 840
    CATHERN PERKINS
    1026 W NORTON RD
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 2,142
    CHARLES PULLEN
    1026 W ATLANTIC
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 640
    CINDY JOHNSON
    706 E MORTCLAIR APT 101
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,485
    CLARA HEIDRICH
    1369 S CATALINA
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 73
    CLINTON RYAN
    2609 W LINCOLN
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 2,035
    CORENE SMITH
    2907 W LYNN
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 852
    CORINNE HARSHMAN
    1107 S COLGATE
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    CYNTHIA NORMAN
    1505 W LARK 107
    SPRINGFIELD,MO65810     		NO RELATION   FINANCIAL NEED 1,600
    DANIEL DILE
    2540 N DELAWARE U-4
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,125
    DAVID BRANNON
    1313 N FARMERS
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    DELLA WAGNER
    1451 WOODLAND APT 310
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    DOLAN PORTERFIELD
    883 JESTER
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    DORIS MCCARTHY
    3129 S JEFFERSON 1-D
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,000
    ELIZABETH AXON
    3384B S MORELAND CT
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,000
    ELIZABETH WILLIFORD
    2865 S INGRAM MILL APT E
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 79
    ENID NATION
    421 W MADISON 607
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 303
    FERN BOND
    2316 W OLIVE
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 1,000
    FLOYD WRIGHT
    2251 W HIGH
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 487
    GEORGIA ROPER
    1451 E WOODLAND APT 207
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 288
    GLENN KUNTZMAN
    2039 N MAIN
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,053
    GLENNA FLEMING
    1233 A W ATLANTIC
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 425
    HAROLD PATTON
    1444 E COMMERCIAL
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 2,000
    HAZEL MILLER
    829 E POWELL
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,500
    HELEN ABERNATHEY
    1735 W BENNETT C-102
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,366
    HELEN MOORE
    1731 W OLIVE
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,860
    HELEN RYE
    2724 N OAKLAND
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,400
    IVAN WELLS
    925 S JEFFERSON 2
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 1,000
    JANE COLLINS
    2229 S GRANT
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 4,768
    JANICE DENNY
    1063 S LEXINGTON A
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 408
    JANICE MARKS
    284 E UNIVERSITY 4
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    JESSE CRAIG
    921 N WEST
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,700
    JEWELL DUPONT
    770 SOUTH AVE APT 512
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 1,099
    JOYCE SLAVENS
    1115 N FULBRIGHT
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 526
    JUDY MORRISON
    723 E WOODLAND
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,005
    KATHRYN LARK
    4149 W CHURCH
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 338
    LARRY AXON
    3384B S MORELAND CT
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,500
    LAURIE BERNER
    1909 S INGRAM MILL 10
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    LETHA LAIN
    620 W SCOTT 205
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    LILA LAWRENCE
    3501 E LOMBARD 109
    SPRINGFIELD,MO65809     		NO RELATION   FINANCIAL NEED 1,461
    LILA NEAL
    1521 E BLAINE
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,000
    LILA WILLIAMS
    620 W SCOTT APT 333
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 360
    LOIS JAEKEL
    334 W MADISON
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 489
    LOUISE KING
    1037 N FULBRIGHT
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    MARGARET JARRETT
    1021 N CONCORD
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 45
    MARILYN DANIEL
    525 S CAMPBELL APT 402
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 1,359
    MARILYN JOZWAIK
    525 S CAMPBELL APT 713
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 761
    MARTHA KERNS
    2558 W BROWER
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,529
    MARY ANN RUYLE
    1646 E NORTH 13F
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 223
    MARY ELLEN WOOD
    522 N PARK
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 966
    MARGARET JARRETT
    1021 N CONCORD
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 308
    MARY NEIL
    1451 E WOODLAND
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 484
    MARY PUIDK
    633 S HICKORY
    SPRINGFIELD,MO65809     		NO RELATION   FINANCIAL NEED 790
    MARY ROLLINS
    2956 N NATIONAL 305
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 775
    MILDRED BINGHAM
    3035 N KENTWOOD APT 102
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,360
    MYRTLE OLDAM
    2010 N TRAVIS
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 839
    NANCY HODGE
    1333 S BRITE
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 697
    NANCY HOOD
    1456 E CENTRAL
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 949
    NANCY KNIGHT
    3202 N HILLCREST
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 300
    NANCY MOORE
    2144 W WALNUT
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 968
    NORENE FRONABARGER
    1241 E STANFORD
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 889
    PERRY CANTRELL
    1716 W HOVEY
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    RALPH HOUSTON
    606 S SCENIC APT 1
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 891
    REBECCA PARKER
    1346 N WEST
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 430
    REGINA CARTER
    1219 N CONCORD
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 550
    RICHARD GRUVER
    3060 S MANLEY
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 865
    RICHARD VAUGHN
    3214 W CALHOUN
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 680
    RICKY BREESE
    1710 W ERIE APT 204
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,000
    ROBERT BRITE
    2233 S MAYFAIR
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 587
    ROBERT SALLEY
    3014 E GASCONADE
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 975
    ROSALIE PERRYMAN
    2215 W GLENVIEW
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 822
    RUTH BOURBAN
    1261 E GUINEVERE CT APT
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 700
    SALLY PENDER
    1627 S CATALINA
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    SAMMIE BEASLEY
    2304 S FREMONT 11
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 75
    SANDRA SMITH
    2523 N ROBBERSON
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 458
    SHARON YOUNG
    1038 E DIVISION
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 74
    SHIRLEY GILLHAM
    1006 W ELM
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 620
    SHIRLEY MORTON
    2217 N GRACE
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 915
    STEPHEN FREEMAN
    1717 E PRIMROSE PL B-10
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,324
    SUSAN MARTIN
    310 W KINGSBURY
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,495
    VELMA EARP
    2320 N FREMONT APT D5
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 80
    VIVA CLEMENS
    525 S CAMPBELL APT 512
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 670
    WAI DAW SHU
    2657 E RIDGEWOOD
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    WANDA JOY
    2322 W OLIVE
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 2,600
    WILL HAMBY
    1206 E LAFAYETTE
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 883
    Total .................................bullet 3a 91,903
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 41,330  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     15 25,221  
    8
    Gain or (loss) from sales of assets other than inventory .............     		        141,022
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER INCOME         80
    bTAX ROUNDING         5
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   66,551 141,107
    13Total. Add line 12, columns (b), (d), and (e)..................
    13207,658
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    8 THE ORGANIZATION'S PURPOSE IS TO HELP ELDERLY INDIVIDUALS IN FINANCIAL NEED. THE SALE OF ASSETS HELPS TO MAINTAIN A BALANCED PORTFOLIO WITH THE HIGHEST RETURN POSSIBLE THEREBY ENABLING THE ORGANIZATION TO CONTINUE SERVING THOSE IN NEED
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEE 1,545      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    VARIOUS SALES   PURCHASE     1,224,086 1,095,248     128,838  

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CREDIT SUISSE COMM RET ST CO    
    DRIEHAUS ACTIVE INCOME FUND    
    FEDERATED INST HI YLD BD FD 96,727 92,603
    LOOMIS SAYLES STRATEGIC ALPHA FUND Y    
    NUVEEN HIGH INCOME BOND FD CL I 104,406 96,733
    NUVEEN TOTAL RETURN BOND FD CL I    
    PIMCO TOTAL RETURN FUND INST    
    T ROWE PRICE INTL BOND FUND 59,995 54,582
    TCW EMERGING MARKETS INCOME FUND 53,615 51,573

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 4,869 10,352
    AARONS INC    
    ABB LTD    
    ABERDEEN FDDS EMRGN MKT INSTL 78,515 71,534
    ACCENTURE PLC CL A    
    ACTIVISION BLIZZARD ICN    
    ADVANCED SEMICONDUCTOR ENGINEERING    
    ADVISORY BOARD CO 5,136 4,408
    AGILENT TECHNOLOGIES INC    
    AKAMAI TECHNOLOGIES INC    
    ALEXION PHARMACEUTICALS INC 3,229 7,956
    ALLEGHENY TECHNOLOGIES INC    
    ALLERGAN INC 5,308 12,543
    AMAZON COM INC 4,233 5,897
    AMERICAN EXPRESS CO 6,670 12,002
    AMERICAN TOWER CORP    
    AMERISOURCEBERGEN    
    AMPHENOL CORP CL A 6,733 12,592
    ANSYS INC 3,065 3,772
    APPLE INC 13,600 27,153
    ARM HLDGS PLC A D R 5,138 6,019
    ASTRAZENECA P L C SPSD A D R 1,706 2,323
    ATHENAHEALTH INC 7,687 5,828
    AVIANCA HOLDINGS 6,908 5,255
    B H P BILLITON LIMITED A D R 2,521 1,751
    BEACON ROOFING SUPPLY INC 4,191 3,086
    BIO RAD LABS INC    
    BIO TECHNE CORP 3,412 3,511
    BIOGEN IDEC INC 9,962 11,541
    BOEING CO    
    BOEING CO 9,810 9,359
    BORG WARNER 2,792 4,506
    BOSTON PPTYS INC    
    BP PLC SPONS A D R 6,223 4,803
    BRISTOL MYERS SQUIBB CO 7,506 10,271
    BRITISH AMERN TOB PLC 27,235 26,847
    CABOT MICROELECTRONICS CORP 2,717 2,981
    CANON INC SPONS A D R 20,508 19,408
    CARMAX INC 2,868 4,061
    CBRE GROUP INC    
    CBS CORP CLASS B NON VOTING 5,920 5,147
    CEPHEID INC 9,092 9,475
    CERNER CORPORATION 3,020 6,531
    CHEMED CORP 3,718 4,755
    CHINA MOBILE LIMITED A D R 2,567 2,412
    CHIPOTLE MEXICAN GRILL INC 2,712 2,738
    CHUNGHWA TELECOM CO LTD A D R 2,502 2,384
    CITY TELCOM H K LTD ADR 1,951 4,155
    COMPANHIA PARANAENSE ENER SP 1,930 1,857
    COSTAR GROUP INC 4,273 4,407
    COSTCO WHSL CORP 5,135 7,088
    COVANCE INC    
    CR BARD INC    
    CUMMINS INC 5,700 8,074
    D R HORTON INC    
    DARDEN RESTAURANTS INC    
    DEALERTRACK TECHNOLOGIES INC 3,598 3,146
    DELHAIZE GROUP SPONS 10,229 12,249
    DELTA AIRLINES INC 5,688 10,133
    DISCOVERY COMMUNICATIONS C 2,207 2,360
    DISCOVERY COMMUNICATIONS INC CL A 2,266 2,412
    DOLLAR TREE INC 4,893 9,853
    DORMAN PRODUCTS INC 5,002 4,827
    EASTMAN CHEM CO    
    EATON VANCE CORP    
    ECHO GLOBAL LOGISTICS INC 2,543 4,409
    ECOLAB INC 4,179 5,958
    EXPRESS SCRIPTS HLDGS C    
    FACEBOOK INC A 6,153 7,880
    FASTENAL CO 4,922 5,136
    FISERV INC 2,923 3,619
    FIVE BELOW 2,531 2,899
    FLY LEASING LTD A D R 14,616 14,702
    FRESENUIS MED CARE AKTIENGESELLSCHAF 5,051 5,497
    FRONTIER COMMUNICATIONS CORP 879 480
    G A T X CORP    
    GENTEX CORP 5,548 6,359
    GERDAU S A SPON    
    GILEAD SCIENCES INC 8,077 12,914
    GLAXO SMITHKLINE P L C A D R 12,805 10,044
    GLOBAL PAYMENTS INC    
    GOLDMAN SACHS GROUP INC    
    GOOGLE INC CL A 6,677 12,205
    GOOGLE INC CL C 6,656 12,107
    GRAINGER W W INC 2,205 2,804
    GRUPO SIMEC A D R 1,847 1,808
    HALLIBURTON CO 3,079 1,809
    HEALTHCARE SVCS GROUP INC 3,113 3,248
    HIGHLAND LONG SHORT EQUITY FUND 85,597 87,258
    HOME DEPOT INC 8,958 11,757
    HUNT J B TRANS SVCS INC 5,615 7,161
    IHS INC CL A 8,787 8,085
    INDUSTRIAS BACHOCO SAB DE CV 17,979 24,541
    INFOSYS TECHNOLOGIES SP    
    INNERWORKINGS INC 2,534 2,758
    INTEGRYS ENERGY GROUP INC    
    INTERCONTINENTAL EXCHANGE INC    
    INTERCONTINENTAL HOTELS 2,503 2,643
    INTUIT INC    
    IPC THE HOSPITALISTS CO 4,508 3,763
    J P MORGAN CHASE CO 8,027 9,074
    JARDEN CORP 5,510 6,464
    JOY GLOBAL INC    
    JP MORGAN CHASE CO    
    KANSAS CITY SOUTHERN 5,102 7,322
    KEYCORP NEW    
    KINDER MORGAN INC 55 81
    LAUDER ESTEE COS INC CL A 6,807 11,201
    LG DISPLAY CO LTD A D R 7,207 9,090
    LINEAR TECHNOLOGY CORP 3,953 3,922
    LKQ CORP 7,216 7,002
    LULULEMON ATHLETICA INC 6,293 6,248
    M D U RES GROUP INC 5,841 3,948
    MASTERCARD INC 4,826 16,715
    MAXIMUS INC 5,980 7,020
    MCKESSON CORPORATION 4,865 8,303
    MEDNAX INC 2,514 4,495
    MELCO CROWN ENTERTAINMENT LIMITED    
    MIDDLEBY CORP 2,837 3,270
    MIZUHO FNL GRP A D R 10,385 8,772
    MOBILE MINI INC 3,623 3,646
    MURPHY OIL CORP    
    NABORS INDUSTRIES LTD    
    NATIONAL GRID PLC SP 29,518 28,264
    NATIONAL INSTRS CORP 4,733 5,068
    NEOGEN CORP 5,192 6,199
    NEUBERGER BERMAN GENESIS INSTL FD    
    NEWFIELD EXPL CO    
    NICE SYS LTD SPONSORED    
    NICE SYS LTD SPONSORED A D R 6,193 7,952
    NIKE INC 5,474 11,826
    NIPPON TELEGRAPH TELE A D R 10,407 10,935
    NOVARTIS AG A D R 23,157 23,814
    NTT DOCOMO INC 21,307 18,849
    NUVEEN REAL ESTATE SECURIT CL I    
    OCEANEERING INTERNATIONAL INC 5,990 4,528
    OPPENHEIMER DEVELOPINGS MKTS FDS CL 69,108 73,649
    ORIX CORP SPONS A D R 2,371 3,127
    PATTERSON COMPANIES INC 2,918 3,511
    PERRIGO CO 9,080 9,862
    PETRO CHINA COMPANY LTD A D R 2,256 1,997
    PIONEER NAT RES CO 4,553 7,145
    POLARIS INDS INC 3,357 3,479
    PRA GROUP INC 4,818 4,808
    PRAXAIR INC 8,636 9,458
    PRECISION CASTPARTS CORP 3,272 5,540
    PRICELINE COM INC 7,984 19,384
    PROGRESSIVE CORP    
    PROTO LABS INC 3,372 2,888
    PT INDOSAT A D R    
    QUALCOMM INC 5,613 7,507
    RALPH LAUREN CORP 8,009 11,665
    RAYMOND JAMES FINL INC    
    REED ELSEVIER NV 5,079 5,622
    REINSURANCE GROUP AMERICA    
    RENAISSANCE RE HOLDINGS LTD    
    REPUBLIC SVCS INC    
    RICHIE BROS AUCTIONEERS INC 5,542 6,669
    ROBECO BOSTON PARTNERS LS RESEARCH 69,187 78,270
    ROCKWOOD HLDGS INC 2,951 3,152
    ROLLINS INC 2,574 2,847
    ROPER INDS INC 7,542 8,443
    ROYAL DUTCH SHELL PLC A D R    
    SALESFORCE COM INC 4,315 8,066
    SEALED AIR CORP    
    SEMTECH CORP 2,540 2,895
    SHIRE PLC    
    SILICONWARE PRECISION IND CO A D R 5,205 5,021
    SMITH & NEPHEW P L C A D R 11,209 16,790
    SNAP ON INC    
    SPDR DJ WILSHIRE INTERNATIONAL    
    STARBUCKS CORP 9,121 13,374
    STERICYCLE INC 7,940 8,913
    SUMITOMO MITSUI GROUP 11,536 8,700
    TEVA PHARMACEUTICAL INDS LTD 16,755 22,601
    THE SCOTTS MIRACLE GRO COMPANY    
    TJX COMPANIES INC    
    TOTAL SA 6,861 7,066
    TOYOTA MTS CORP A D R    
    TRACTOR SUPPLY CO 3,753 4,887
    TRINITY BIOTECH PLC SPON A D R 2,848 2,014
    TUPPERWARE BRANDS CORP 2,554 2,079
    ULTIMATE NAT FOODS INC 5,187 5,799
    ULTIMATE SOFTWARE GROUP INC 7,509 6,607
    UNITED TECHNOLOGIES GROUP 3,740 10,005
    URS CORPORATION    
    VALSPAR CORP    
    VERISK ANALYTICS INC CL A 2,547 2,690
    VISA INC CLASS A SHARES 4,498 15,994
    WACOAL HOLDINGS CORP A D R 5,465 4,882
    WESTPAC BANKING COPR SP ADR 3,344 3,632
    WHITING PETROLEUM GROUP CORP    
    WHOLE FOODS MKT INC 7,828 8,370
    WNS HOLDINGS LTD 6,312 6,095
    WORKDAY INC 2,624 2,203
    WYNN RESORTS LTD 5,974 7,289
    XILINX INC    

    TY 2014 OtherAssetsSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    VARIOUS MINERAL INTERESTS 5 5 73,128
    AMERICAN TOWER CORP   6,690 8,897
    NUVEEN REAL ESTATE SECS I   47,145 56,857
    OUTFRONT MEDIA INC   998 913
    PRINCIPAL GL R E SEC INS   85,608 87,029
    GOLDMAN SACHS COMM STRAT INS   95,989 65,035


    TY 2014 OtherExpensesSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    TRUSTEE FEES 30,954 30,954    
    ADMINISTRATIVE COSTS 6,094      
    OIL AND GAS EXPENSE 1,816 1,816    
    MISCELLANEOUS 21 21    


    TY 2014 OtherIncomeSchedule2
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES 25,221 25,221 25,221
    OTHER INCOME 80 80 80
    TAX ROUNDING 5   5


    TY 2014 TaxesSchedule
    Name:
    FRANK C AND GEORGIA M BENTLEY
    CHARITABLE TRUST
    EIN: 43-6050610
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES-OTHER 760 760    
    TAXES-INCOME 1,830 1,830