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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,844,535J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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... 41,834 41,834 41,834
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 181,078
b Gross sales price for all assets on line 6a 1,619,350
7 Capital gain net income (from Part IV, line 2)... 4,273
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 22,099 22,099 22,099
12 Total. Add lines 1 through 11........ 245,011 68,206 63,933
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 1,645      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,587 1,587    
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 37,086 31,122    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,318 32,709   0
25 Contributions, gifts, grants paid....... 89,282 89,282
26 Total expenses and disbursements. Add lines 24 and 25 129,600 32,709   89,282
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 115,411
b Net investment income (if negative, enter -0-) 35,497
c Adjusted net income (if negative, enter -0-)... 63,933
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 42,063 25,107 25,107
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)....... 1,136,129 Click to see attachment1,189,062 1,190,379
c Investments—corporate bonds (attach schedule)....... 314,743 Click to see attachment343,746 306,126
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 attachment236,435 Click to see attachment286,866 Click to see attachment322,923
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,729,370 1,844,781 1,844,535
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 1,729,370 1,844,781
30 Total net assets or fund balances (see instructions)..... 1,729,370 1,844,781
31 Total liabilities and net assets/fund balances (see instructions). 1,729,370 1,844,781
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
1,729,370
2
Enter amount from Part I, line 27a .....................
2
115,411
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,844,781
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
1,844,781
Form 990-PF (2015)
Form 990-PF (2015)
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 4,273
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))
2014 91,903 2,024,823 0.045388
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
2
Total of line 1, column (d) .....................
20.237568
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
0.047514
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
1,902,494
5
Multiply line 4 by line 3......................
5
90,395
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
355
7
Add lines 5 and 6........................
7
90,750
8
Enter qualifying distributions from Part XII, line 4.............
8
89,282
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 710
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........................... 3 710
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- ..... 5 710
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 880
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.............. 7 880
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 10 170
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet170 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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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
    1.00     		0 0 0
    1304 E WOODHURST SUITE B
    SPRINGFIELD,MO65804
    ANDREW ROBINSON DIST TRUSTEE
    1.00     		0 0 0
    1304 E WOODHURST SUITE B
    SPRINGFIELD,MO65804
    REBECCA PERRYMAN DIST TRUSTEE
    1.00     		0 0 0
    981 E NOTTINGHAM LANE
    SPRINGFIELD,MO65810
    US BANK TRUSTEE
    1.00     		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  
    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  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    1,641,480
    b
    Average of monthly cash balances.......................
    1b
    8,783
    c
    Fair market value of all other assets (see instructions)................
    1c
    281,203
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,931,466
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,931,466
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    28,972
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,902,494
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    95,125
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    95,125
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    710
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    710
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    94,415
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    94,415
    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
    94,415
    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
    89,282
    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
    89,282
    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
    89,282
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 94,415
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 85,581
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 89,282
    a Applied to 2014, but not more than line 2a 85,581
    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 2015 distributable amount..... 3,701
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		90,714
    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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 (2015)
    Form 990-PF (2015)
    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
    ALICE ROBERSON
    801 W WALNUT
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 421
    ANITA HOBBS
    2336 N BOLIVAR ROAD APT
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,095
    ANNA MARIE OSBURN
    620 W SCOTT 432
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,129
    BARBARA BONNER
    2618 N FREMONT
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    BENNIE CREASON
    620 W SCOTT 431
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    BENNIE MCADAMS
    2540 N DELAWARE U-4
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,112
    BEVERLY BURGE
    2310 W CHESTERFIELD APT
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,244
    BIRDIE GRIFFETH
    2651 N DELAWARE
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 789
    BONNIE FOERSTNER
    4355 S NATIONAL APT 290
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 829
    BONNIE NOBLE
    1207 N BROWN
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,800
    CAROL GLESSNER
    3912 W MAPLE B
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,001
    CHARLES DAVENPORT
    422 W MADISON 1104
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 113
    CHARLES ROGERS
    620 W SCOTT APT 311
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 88
    CHARLOTTE KRAMER
    2940 W HARRISON
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,010
    CHRYSTAL TILLINGER
    2004 W COLLEGE
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 985
    CLINTON RYAN
    260 W LINCOLN
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 1,104
    DENNIS HENSON
    2203 N TAYLOR
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 985
    DERYL WHITE
    3614 W WADDILL
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    DON MATHERLY
    2231 N DRURY
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,000
    DONNA KRAUSE
    2436 N HOMEWOOD
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 735
    DORIS MCCARTHY
    3129 S JEFFERSON 1-D
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,182
    DOROTHY GOODMAN
    2504 N RURAL
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 875
    DOROTHY HOLLISTER
    1545 N BARNES 36
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 650
    ELIZABETH AXON
    3384B S MORELAND COURT
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,500
    ENID NATION
    421 W MADISON 607
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 93
    ETHYL WOLFE
    428 LOMBARD
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 421
    EUNA MITCHELL
    526 N BROWN
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 396
    EVALINE BREAZEALE
    2310 S LUSTER
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,808
    FREDA NOTHNAGEL
    2111 E CAIRO
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    GENE MEHRTENS
    1587 E REDREX
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 985
    GERALD TROTTER
    2244 W SPRINGLANE
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,421
    GLENDA WILLIAMS
    1707 W WEBSTER
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 800
    HAZEL FISHER
    1613 N WAVERLY
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,000
    HENRY POLAND
    1315 W GLENWOOD
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,000
    IRMALENE WEISS
    829 W EDGEWOOD
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,150
    IVAN SMITH
    3161 W GRAND
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 899
    JAMES BRESHEARS
    1120 E COMMERCIAL
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 2,115
    JAMES HIGH
    3060 W HOVEY
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 2,000
    JANICE DENNY
    1063 S LEXINGTON S
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 330
    JIMMY DUCKER
    1033 E JEAN
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 650
    JOAN GOURLEY
    1020 W ELM APT C
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 875
    JOANN BURGESS
    822 W CHICAGO
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 999
    JOANN KLOVER
    627 N WEST
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    JOY HAMPTON
    2525 N SUMMIT
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 650
    JOYCE ANDERSON
    2788 W LARK APT B
    SPRINGFIELD,MO65810     		NO RELATION   FINANCIAL NEED 632
    JOYCE ROSS
    2143 N MISSOURI
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 2,278
    JOYCE WALTZ
    3501 E LOMBARD
    SPRINGFIELD,MO65809     		NO RELATION   FINANCIAL NEED 1,500
    KEITH KNADLER
    1107 S OVERHILL
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 452
    KENNETH CANTRELL
    1643 N LONE PINE
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,000
    LARRY MITCHELL
    1427 N WEST
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,475
    LARRY SHAW
    1840 S NEWTON
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 985
    LAURA PACZOCHA
    711 S JEFFERSON
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    LAVONNE EARP
    2105 N MARION
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 400
    LEROY MAHAN
    1521 W CALHOUN
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 2,200
    LESLIE FINNERN
    916 W LOMBARD
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 1,000
    LILLY SMITH
    2548 W MT VERNON
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 916
    LINDA CARR
    2320 N FREMONT APT A-5
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 900
    LINDA HAYES
    4109 S MIRANDA CT
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,000
    LORRAINE MEANS
    421 W MADISON APT S13
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 1,000
    MARGARET GOODMAN
    800 N ROGERS
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 550
    MARGARET MCELHANY
    2435 N MAIN
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,000
    MARILYN JOZWIAK
    525 S CAMPBELL APT 713
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 381
    MARY HOOVER
    3195 CIRCLE LANE
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,000
    MILDRED BINGHAM
    3035 N KENTWOOD APT 102
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 330
    NANCY LEWIS
    2654 S CATALINA
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,450
    NELLIE WHITE
    3414 W WADDILL
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,000
    NORMA CARROLL
    3479 S KICKAPOO
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 632
    MAE BRYANT
    710 E SUNSET
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 550
    OPAL HOLLIS
    346 W DYSART
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 900
    PATRICIA MILLIKER
    4320 S LAKEHILL
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 889
    PATRICIA THOMAS
    2227 W COLLEGE APT A
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,257
    PATRICIA WOOD
    2835 S FORT 401
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 745
    PATSY FREEMAN
    1717 E PRIMROSE APT B104
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,084
    PATSY HODGES
    1628 W CHESTNUT
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 939
    PAULA HUNT
    847 S PATTON
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 212
    PEGGY BRYANT
    2212 N LEWIS
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 442
    PRISCILLA CAFFEY
    357 N WEST AVE
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 125
    RALPH KLOMP
    2152 E REGENCY
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    RAY SAYERS
    2320 N FREMONT APT E2
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,000
    REBECCA LAPE
    620 W SCOTT APT 234
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,246
    REETHA BEEBE
    408 S WEAVER
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 685
    RUTHINE JONES
    1501 W FLORIDA
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,000
    SAMMY TINDLE
    730 N WEST AVE
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 240
    SANDRA JOHNSON
    1269 E GUINEVERE 20
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 175
    SHARON RILEY
    1020 E CALHOUN
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 650
    SHIRLEY GILLHAM
    1006 W ELM
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 1,200
    STEPHEN FREEMAN
    1717 E PRIMROSE APT B104
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 579
    STEPHEN SHEARER
    770 SOUTH AVE APT 803
    SPRINGFIELD,MO65806     		NO RELATION   FINANCIAL NEED 859
    STEVEN COCHRAN
    1619 E WOODGATE
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 985
    TOM LAWSON
    1048 S BROADWAY
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 700
    VANELL WILLIAMS
    1252 S FERGUSON
    SPRINGFIELD,MO65807     		NO RELATION   FINANCIAL NEED 1,000
    VIRGINIA WOODRUFF
    1041 E LOCUST
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 926
    VIVIAN HONICUTT
    2725 E STANFORD
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 1,600
    WANDA JOHNSON
    2710 S INGRAM MILL RD A
    SPRINGFIELD,MO65804     		NO RELATION   FINANCIAL NEED 1,000
    WANDA MEADOWS
    712 E DALE
    SPRINGFIELD,MO65803     		NO RELATION   FINANCIAL NEED 1,009
    WILLIAM THOMAS
    3005 W CHESTNUT EXPRESSW
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 165
    WILMA KING
    1814 N TYLER
    SPRINGFIELD,MO65802     		NO RELATION   FINANCIAL NEED 800
    Total .................................bullet 3a 89,282
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 41,834  
    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.....         11,862
    8
    Gain or (loss) from sales of assets other than inventory ............     		        181,078
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aOTHER INCOME     		        10,246
    bTAX ROUNDING         -9
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   41,834 203,177
    13Total. Add line 12, columns (b), (d), and (e)..................
    13245,011
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 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 1,645      

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

    TY 2015 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
    SECURITIES   PURCHASE     1,615,077 1,438,272     176,805  

    TY 2015 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
    FEDERATED INST HI YLD BD FD 77,653 68,508
    ISHARES BARCLAYS 1 3 YEAR CREDIT 61,985 61,505
    NUVEEN HIGH INCOME BOND FD CL I 87,143 67,888
    PRUDENTIAL SHORT DUR HI YLD INC Z 54,588 51,670
    T ROWE PRICE INTL BOND FUND    
    TCW EMERGING MARKETS INCOME FUND 62,377 56,555

    TY 2015 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    
    ABBOT LABORATORIES 4,192 3,772
    ABERDEEN FDDS EMRGN MKT INSTL    
    ACE LTD 5,826 6,544
    ACUITY BRANDS INC 4,044 4,910
    ADVISORY BOARD CO 5,136 4,465
    ALEXION PHARMACEUTICALS INC    
    ALLERGAN INC    
    ALLERGAN PLC 313 313
    ALPHABET INC CL A 6,677 17,894
    ALPHABET INC CL C 2,092 3,036
    AMAZON COM INC 4,963 10,138
    AMERICAN EXPRESS CO    
    AMPHENOL CORP CL A    
    ANSYS INC 3,065 4,255
    APPLE INC 13,600 25,894
    ARM HLDGS PLC A D R    
    ASTRAZENECA P L C SPSD A D R 2,558 2,580
    ATHENAHEALTH INC 7,687 6,439
    AVIANCA HOLDINGS 6,908 1,913
    B H P BILLITON LIMITED A D R    
    BANK OF AMERICA CORP 7,364 6,833
    BARON EMERGING MARKETS INT'L 89,007 80,158
    BEACON ROOFING SUPPLY INC 6,760 8,112
    BERKSHIRE HATHAWAY INC CL B 19,559 18,089
    BIO RAD LABS INC    
    BIO TECHNE CORP 5,932 5,580
    BIOGEN IDEC INC 5,118 5,208
    BOEING CO    
    BOEING CO 3,270 3,470
    BORG WARNER    
    BP PLC SPONS A D R    
    BRISTOL MYERS SQUIBB CO    
    BRITISH AMERN TOB PLC 4,547 4,418
    CABOT MICROELECTRONICS CORP 2,717 2,758
    CABOT OIL GAS CORP CL A 4,179 2,600
    CANON INC SPONS A D R 28,180 25,339
    CARDINAL HEALTH INC 6,129 6,338
    CARMAX INC    
    CAUSEWAY EMERGING MARKETS 111,220 86,727
    CBS CORP CLASS B NON VOTING    
    CELGENE CORP 10,264 9,341
    CEPHEID INC 9,092 6,393
    CERNER CORPORATION 3,020 6,077
    CHEMED CORP 3,718 6,741
    CHINA MOBILE LIMITED A D R    
    CHIPOTLE MEXICAN GRILL INC    
    CHUNGHWA TELECOM CO LTD A D R 22,269 21,351
    CITY TELCOM H K LTD ADR    
    COACH INC 11,011 11,488
    COGNEX CORP 3,414 2,499
    COGNIZANT TECH SOLUTIONS CL A 12,151 11,824
    COMPANHIA PARANAENSE ENER SP    
    CORE LABORATORIES N V 8,187 8,590
    COSTAR GROUP INC 7,583 8,474
    COSTCO WHSL CORP 3,378 5,168
    COVANCE INC    
    CR BARD INC    
    CUMMINS INC 5,700 4,929
    CVENT INC 2,526 2,758
    CVS HEALTH CORPORATION 6,437 6,062
    DANONE SPON A D R 6,360 6,193
    DEALERTRACK TECHNOLOGIES INC    
    DEERE CO 4,398 3,508
    DELHAIZE GROUP SPONS 4,065 5,392
    DELTA AIRLINES INC    
    DISCOVERY COMMUNICATIONS C    
    DISCOVERY COMMUNICATIONS INC CL A    
    DOLLAR TREE INC 5,751 6,718
    DORMAN PRODUCTS INC 5,002 4,747
    DR REDDYS LABORATORIES LTD 2,530 2,222
    ECHO GLOBAL LOGISTICS INC 2,543 3,079
    ECOLAB INC    
    EXAMWORKS GROUP INC 3,969 2,580
    EXPRESS SCRIPTS HLDGS C 17,450 16,258
    FACEBOOK INC A 4,590 6,384
    FASTENAL CO 4,922 4,409
    FINANCIAL ENGINES INC 5,012 4,074
    FISERV INC    
    FIVE BELOW 2,531 2,279
    FLY LEASING LTD A D R 12,265 12,654
    FRESENUIS MED CARE AKTIENGESELLSCHAF 7,840 8,368
    FRONTIER COMMUNICATIONS CORP 852 336
    G A T X CORP    
    GENERAL DYNAMICS CORP 4,242 3,983
    GENTEX CORP 8,055 7,877
    GERDAU S A SPON    
    GILEAD SCIENCES INC    
    GLAXO SMITHKLINE P L C A D R 11,993 10,128
    GOODYEAR TIRE RUBBER CO 2,537 2,744
    GOOGLE INC CL A    
    GOOGLE INC CL C    
    GRAINGER W W INC    
    GRAND CANYON EDUCATION INC 3,198 2,929
    GRIFOLS SA A D R 2,470 2,495
    GRUPO SIMEC A D R    
    HALLIBURTON CO    
    HEALTHCARE SVCS GROUP INC 5,650 6,277
    HEICO CORP 3,572 3,425
    HEWLETT PACKARD ENTERPRISE 3,123 3,025
    HIGHLAND LONG SHORT EQUITY FUND 36,768 33,781
    HJ HEINZ HOLDING CORP 3,577 3,347
    HOME DEPOT INC    
    HONDA MOTOR CO LTD 2,400 2,427
    HONG KONG TELEVISION 1,951 1,556
    HORMEL FOODS CORP 2,534 3,480
    HP INC 2,842 2,356
    HUNT J B TRANS SVCS INC    
    IHS INC CL A 8,787 8,409
    INDUSTRIAS BACHOCO SAB DE CV 12,573 16,394
    INFOSYS TECHNOLOGIES SP    
    INNERWORKINGS INC 2,534 2,655
    INTERCONTINENTAL HOTELS 5,660 5,734
    INTUIT INC 5,820 5,501
    IPC THE HOSPITALISTS CO    
    J P MORGAN CHASE CO 5,863 6,933
    JARDEN CORP    
    JOHNSON JOHNSON 8,244 8,423
    KANSAS CITY SOUTHERN    
    KINDER MORGAN INC    
    KT CORP 2,572 2,156
    LAUDER ESTEE COS INC CL A    
    LG DISPLAY CO LTD A D R    
    LINEAR TECHNOLOGY CORP 3,953 3,652
    LKQ CORP 15,852 15,556
    LULULEMON ATHLETICA INC    
    LYONDELLBASELL INDUSTRIES CL A 2,590 2,346
    M D U RES GROUP INC    
    MARATHON PETROLEUM CORP 2,571 2,748
    MASTERCARD INC 1,244 4,868
    MAXIMUS INC 3,364 4,050
    MCKESSON CORPORATION    
    MEAD JOHNSON NUTRITION CO 8,024 7,184
    MEDNAX INC 2,514 4,873
    MELCO CROWN ENTERTAINMENT LIMITED    
    MICROSOFT CORP 6,444 7,601
    MIDDLEBY CORP 2,837 3,560
    MIZUHO FNL GRP A D R 10,385 10,423
    MOBILE MINI INC 3,623 2,802
    MONSANTO CORP 5,100 5,123
    MT BANK CORP 12,784 11,754
    NATIONAL GRID PLC SP 26,872 25,521
    NATIONAL INSTRS CORP 4,733 4,676
    NATIONAL OILWELL VARCO 10,578 8,138
    NEOGEN CORP 2,839 4,013
    NESTLE SA SPONSORED A D R 17,128 16,596
    NICE SYS LTD SPONSORED 13,542 16,279
    NICE SYS LTD SPONSORED A D R    
    NIKE INC    
    NIPPON TELEGRAPH TELE A D R    
    NOVARTIS AG A D R 8,722 7,916
    NTT DOCOMO INC 10,979 13,633
    OCEANEERING INTERNATIONAL INC    
    OPPENHEIMER DEVELOPINGS MKTS FDS CL    
    ORIX CORP SPONS A D R 2,371 3,512
    P N C FINANCIAL SERVICES GROUP INC 4,668 4,480
    PATTERSON COMPANIES INC 2,918 3,300
    PAYPAL HOLDINGS INC 5,645 5,828
    PEARSON P L C 5,149 3,428
    PERRIGO CO 3,753 3,473
    PETRO CHINA COMPANY LTD A D R    
    PHILIPPINE LONG DIST SP A D R 2,632 2,223
    PILGRIMS PRIDE CORP 3,789 3,976
    PIONEER NAT RES CO    
    POLARIS INDS INC    
    PRA GROUP INC 7,303 4,267
    PRAXAIR INC    
    PRECISION CASTPARTS CORP    
    PRICELINE COM INC 6,105 16,574
    PROGRESSIVE CORP    
    PROS HOLDINGS INC 2,759 2,650
    PROTO LABS INC 5,879 4,968
    PT INDOSAT A D R    
    QUALCOMM INC 18,744 14,346
    RALPH LAUREN CORP    
    RAYMOND JAMES FINL INC    
    REED ELSEVIER NV    
    RELX NV SPON A D R 10,766 12,101
    RICHIE BROS AUCTIONEERS INC 5,542 5,979
    ROBECO BOSTON PARTNERS LS RESEARCH 32,219 33,025
    ROCHE HOLDING LTD 10,900 11,099
    ROCKWOOD HLDGS INC    
    ROLLINS INC 2,574 3,341
    ROPER INDS INC 10,197 13,096
    SALESFORCE COM INC    
    SANDISK CORP 3,830 5,243
    SCHLUMBERGER LTD 13,052 10,951
    SCHWAB CHARLES CORP 4,514 4,248
    SEMTECH CORP    
    SILICONWARE PRECISION IND CO A D R    
    SMITH & NEPHEW P L C A D R 13,874 13,955
    SOUTH 32 LTD 117 53
    STARBUCKS CORP    
    STERICYCLE INC 14,675 14,713
    STRATASYS LTD 2,198 1,902
    SUMITOMO MITSUI GROUP    
    TEVA PHARMACEUTICAL INDS LTD 7,439 8,730
    TOTAL SA    
    TOYOTA MTS CORP A D R 2,969 2,707
    TRACTOR SUPPLY CO    
    TRANSCANADA CORP 6,048 5,084
    TRINITY BIOTECH PLC SPON A D R 7,609 5,386
    TUPPERWARE BRANDS CORP    
    ULTIMATE NAT FOODS INC    
    ULTIMATE SOFTWARE GROUP INC 10,046 11,731
    UNION PACIFIC CORP 7,886 5,943
    UNITED NATURAL FOODS INC 5,187 2,952
    UNITED TECHNOLOGIES GROUP    
    VARIAN MED SYS INC 5,513 5,090
    VERINT SYSTEMS INC 2,614 2,271
    VERISK ANALYTICS INC CL A 11,742 12,762
    VISA INC 1,936 8,143
    WACOAL HOLDINGS CORP A D R 5,465 5,737
    WAL MART STORES INC 3,565 3,004
    WELLS FARGO CO 6,665 6,251
    WESTPAC BANKING COPR SP ADR 9,498 8,359
    WHOLE FOODS MKT INC    
    WNS HOLDINGS LTD 2,808 3,992
    WORKDAY INC    
    WPP PLC SPON A D R 6,498 6,540
    WYNDHAM WORLDWIDE CORP 5,885 4,940
    WYNN RESORTS LTD    

    TY 2015 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 83,236
    AMERICAN TOWER CORP 6,690    
    NUVEEN REAL ESTATE SECS I 47,145    
    OUTFRONT MEDIA INC 998    
    PRINCIPAL GL R E SEC INS 85,608    
    GOLDMAN SACHS COMM STRAT INS 95,989 87,754 41,720
    US LISTED REAL ESTATE   104,381 104,901
    FOREIGN LISTED REAL ESTATE   94,726 93,066


    TY 2015 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 29,731 29,731    
    ADMINISTRATIVE COSTS 5,964      
    OIL AND GAS EXPENSE 854 854    
    MISCELLANEOUS 537 537    


    TY 2015 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
      11,862 11,862 11,862
    OTHER INCOME 10,246 10,246 10,246
    TAX ROUNDING -9 -9 -9


    TY 2015 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 838 838    
    TAXES-INCOME 749 749