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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$1,750,710J 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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 41,998 41,998 41,998
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,236
b Gross sales price for all assets on line 6a 469,296
7 Capital gain net income (from Part IV, line 2)... 44,236
8 Net short-term capital gain......... 15,633
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 10,288 10,288 10,288
12 Total. Add lines 1 through 11........ 96,522 96,522 67,919
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 1,885 1,885 1,885  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,040 1,040 1,040  
19 Depreciation (attach schedule) and depletion... 1,520 1,520 1,520
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 36,839 36,839 36,839  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,284 41,284 41,284 0
25 Contributions, gifts, grants paid....... 88,089 88,089
26 Total expenses and disbursements. Add lines 24 and 25 129,373 41,284 41,284 88,089
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -32,851
b Net investment income (if negative, enter -0-) 55,238
c Adjusted net income (if negative, enter -0-)... 26,635
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 45,594 8,665 8,665
2 Savings and temporary cash investments.........   72,753 72,753
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)....... 1,087,747 Click to see attachment980,805 1,092,933
c Investments—corporate bonds (attach schedule)....... 328,800 Click to see attachment345,426 325,503
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 attachment208,397 Click to see attachment230,038 Click to see attachment250,856
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,670,538 1,637,687 1,750,710
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 1,670,538 1,637,687
30 Total net assets or fund balances (see instructions)..... 1,670,538 1,637,687
31 Total liabilities and net assets/fund balances (see instructions). 1,670,538 1,637,687
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
1,670,538
2
Enter amount from Part I, line 27a .....................
2
-32,851
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,637,687
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
1,637,687
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SHORT TERM NON COVERED P    
b LONG TERM NON COVERED P    
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 114,989   99,356 15,633
b 350,315   325,704 24,611
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       15,633
b       24,611
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 44,236
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 15,633
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))
2017 83,738 1,916,740 0.043688
2016 89,526 1,773,256 0.050487
2015 89,282 1,902,494 0.046929
2014 91,903 2,024,823 0.045388
2013 81,608 1,851,734 0.044071
2
Total of line 1, column (d) .....................
2
0.230563
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.046113
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,945,240
5
Multiply line 4 by line 3......................
5
89,701
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
552
7
Add lines 5 and 6........................
7
90,253
8
Enter qualifying distributions from Part XII, line 4,.............
8
88,089
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,105
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 1,105
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 1,105
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 960
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.............. 7 960
8 Enter any penalty for underpayment of estimated tax. Check here 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 9 145
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   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
     
    No
    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
     
    No
    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
     
     
    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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletE D ROBINSON CPA Telephone no.bullet (417) 883-5601

    Located atbullet2731 S MEADOWBROOK AVESPRINGFIELDMO ZIP+4bullet65807
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet2017, 2016, 2015, 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
    Yes
     
    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 2018 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 2018.)..................
    3b
     
    No
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    000.00     		0 0 0
    2731 S MEADOWBROOK AVE
    SPRINGFIELD,MO65807
    ANDREW ROBINSON DIST TRUSTEE
    000.00     		0 0 0
    2731 S MEADOWBROOK AVE
    SPRINGFIELD,MO65807
    REBECCA PERRYMAN DIST TRUSTEE
    000.00     		0 0 0
    981 E NOTTINGHAM LANE
    SPRINGFIELD,MO65810
    US BANK TRUSTEE
    000.00     		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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2018)
    Form 990-PF (2018)
    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
    1,660,503
    b
    Average of monthly cash balances.......................
    1b
    63,506
    c
    Fair market value of all other assets (see instructions)................
    1c
    250,854
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,974,863
    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
    1,974,863
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    29,623
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,945,240
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    97,262
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    97,262
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,105
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,105
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    96,157
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    96,157
    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
    96,157
    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
    88,089
    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
    88,089
    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
    88,089
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 96,157
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 94,915
    b Total for prior years:2015, 2014, 20 5,815
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 88,089
    a Applied to 2017, but not more than line 2a 88,089
    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 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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 ..........     		5,815
    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......     		5,815
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		6,826
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		96,157
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    AMY HOON
    2835 S FORT 101
    SPRINGFIELD,MO65807     		NO RELATIONSHIP   FINANCIAL NEED 456
    AVA BATTLE
    865 S DOUGLAS 29
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 1,058
    BARBARA CLARK
    4124 W CHURCH
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,008
    BERDINE NICKENS
    618 W BELMONT
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 967
    BETSY THOMPSON
    1750 E CHERRY 12
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 630
    BETTY BROOM
    2227 W COLLEGE APT C
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 487
    BETTY PIERCE
    1414 W POPLAR
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 2,745
    BEVERLY OPALKA
    429 W PAGE
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    BONNIE LANE
    2821 N EAST AVE
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    BONNIE LASSEN
    1710 W ERIE 201
    SPRINGFIELD,MO65807     		NO RELATIONSHIP   FINANCIAL NEED 989
    BRENDA SWEARINGIN
    626 N PATTERSON
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 957
    CAROL CLARK
    2320 N FREMONT B3
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 680
    CAROL HALL
    3039 W HOVEY
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,138
    CAROL MCLEANE
    2140 S LINK
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    CAROL ROUNDS
    1451 E WOODLAND 305
    SPRINGFIELD,MO65804     		NO RELATIONSHIP   FINANCIAL NEED 640
    CAROL WOODBRIDGE
    2214 N LEWIS
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 468
    CAROLYN ANDERSON
    2221 N NATIONAL
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 1,845
    CATHY PERELLA
    2260 N GOLDEN 119
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 760
    CATHY SLATINSKY
    1205 W WALNUT
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 2,942
    CHARLES DUFF
    1339 E BLAINE
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    CHARLES LETT
    1320 E MCCLERNON
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 1,520
    CHERI MONTES
    2865 S INGRAM MILL RD A-2
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 356
    CHERYL WAYLAND
    905 N WEST
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,553
    CURTIS FARRIS
    1451 E WOODLAND 202
    SPRINGFIELD,MO65804     		NO RELATIONSHIP   FINANCIAL NEED 762
    CYNTHIA CASEY
    2209 RIDGEWOOD DR
    SPRINGFIELD,MO65804     		NO RELATIONSHIP   FINANCIAL NEED 1,500
    DAVID LEEK
    1707 S MADALINE TERRACE
    SPRINGFIELD,MO65804     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    DENISE MILLER
    515 W MT VERNON APT 303
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 200
    DONALD TURNER
    2302 N HILLCREST LOT 14
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 998
    DOROTHY PRACHT
    2121 N HEBERTHA
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 825
    DOROTHY STRATTON
    1002 W BROADMOOR
    SPRINGFIELD,MO65807     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    ELIZABETH DICKENS
    2320B W WESTVIEW
    SPRINGFIELD,MO65807     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    ELIZABETH KANYON
    910 W DIVISION
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 2,813
    GARY LONG
    2210 W LEWIS
    SPRINGFIELD,MO65807     		NO RELATIONSHIP   FINANCIAL NEED 827
    GEORGIA BURTON
    1208 N HILLCREST
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    GLENNA FLEMING
    3934B W HELEN ST
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 2,148
    HAZEL STELMACK
    1942 E CINDERELLA
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    HERSHELTHOMAS
    4246 S LINDEN
    SPRINGFIELD,MO65804     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    INA AITKEN
    910 S WEST
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 640
    JANICE DENNY
    1033 S LEXINGTON APT A
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 640
    JANIS LAWRENCE
    619 S LAFONTAINE
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 620
    JEANNE GIVENS
    2915 W OLIVE
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,150
    JENNIFER GUY
    2950 W WATER
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    JIMMY DUCKER
    1033 E JEAN
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 324
    JOHN LANE
    2821 N EAST AVE
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    KATHRYN BAMBERRY
    862 S CRUTCHEN
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 597
    KEITH KNADLER
    1107 S OVERHILL
    SPRINGFIELD,MO65702     		NO RELATIONSHIP   FINANCIAL NEED 1,215
    KIRK HAYES
    1710 W ERIE APT E105
    SPRINGFIELD,MO65807     		NO RELATIONSHIP   FINANCIAL NEED 620
    LEE GRISSOM
    2900 S JEFFERSON 101
    SPRINGFIELD,MO65804     		NO RELATIONSHIP   FINANCIAL NEED 620
    LILLIE ATTAWAY
    1649 S MADALINE TERRACE
    SPRINGFIELD,MO65804     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    LINDA ALLRED
    1227 N FOREST
    SPRINGFIELD,MO65807     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    LINDA BENNETT
    811 N CEDARBROOK APT L4
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 385
    LORETTA ROSS
    712 W WEBSTER
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    LOIS JAEKEL
    334 W MADISON
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 690
    LOWELL GOERING
    1437 W CENTRAL
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    MARK GLIDWELL
    1515 N GOLDEN
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,584
    MARY MITCHELL
    620 W BELMONT CT
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 543
    MOSOLENE SHAW
    1840 S NEWTON
    SPRINGFIELD,MO65801     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    NORMAN LITTLE
    2025 W COLLEGE
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 475
    PATRICIA THOMAS
    3957 W BILLINGS APT101
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 651
    RICHARD MCLEANE
    2140 S LINK
    SPRINGFIELD,MO65804     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    ROBERT BLANTON
    1175 S NATIONAL APT 3
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    RON HARBER
    815 N CEDARBROOK APT28
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 599
    RUSSELL CLARK
    2617 W ELM
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    SAMMY TINDLE
    730 N WEST AVE
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    SHIRLEY ALLEN
    3126 E VALLEY WATER MILL
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    SHARON MCLING
    1645 DEESWOOD APT A
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    STEPHEN FREEMAN
    1717 E PRIMROSE APT B104
    SPRINGFIELD,MO65804     		NO RELATIONSHIP   FINANCIAL NEED 727
    STEVEN PERRY
    1133 N NETTLETON
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 825
    SYBBLE SMITH
    2260 N GOLDEN LOT 98
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    TAMARA THOMPSON
    2953 E BERGMAN
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    THELMA COOK
    233 E NORTONRD 4
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 923
    THELMA HERMILLA
    1810 W LINCOLN
    SPRINGFIELD,MO65806     		NO RELATIONSHIP   FINANCIAL NEED 690
    TOM LAWSON
    1048 S BROADWAY
    SPRINGFIELD,MO65807     		NO RELATIONSHIP   FINANCIAL NEED 730
    ULYSSES CALLOWAY
    811 N CEDARBROOK
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 1,067
    VINCENT ARAGON
    1738 W BROWER
    SPRINGFIELD,MO65802     		NO RELATIONSHIP   FINANCIAL NEED 2,000
    VIOLET MENDOZA
    1646 E NORTH APT 1A
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 952
    WILLARD TUCKER
    4355 S NATIONAL 1804
    SPRINGFIELD,MO65810     		NO RELATIONSHIP   FINANCIAL NEED 1,150
    WILLIS APPELGATE
    2333 N PARK
    SPRINGFIELD,MO65803     		NO RELATIONSHIP   FINANCIAL NEED 1,400
    Total .................................bullet 3a 88,089
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 41,998  
    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.....         10,131
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 3,992 40,244
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		        157
    bTAX ROUNDING          
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   45,990 50,532
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    96,522
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 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 1,885 1,885 1,885  

    TY 2018 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
    AMERICAN CENTURY HIGH INCOME FUND 72,434 68,283
    CROSSINGBRIDGE LONG SHORT 26,086 25,577
    FEDERATED INST HI YLD BD FD 77,461 69,177
    ISHARES SHORT TERM CORPORATE BOND 25,405 24,890
    ISHARES BARCLAYS 1 3 YEAR CREDIT    
    NUVEEN INFLATION PRO SEC CI 58,036 56,159
    LOOMIS SAYLES STRATEGIC ALPHA FUND 28,677 27,584
    PRUDENTIAL SHORT DUR HI YLD INC Z    
    T ROWE PRICE INTL BOND FUND    
    TCW EMERGING MARKETS INCOME FUND 57,327 53,833
    PGIM INVEST ST DURATION HI    

    TY 2018 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
    2U INC 2,671 2,635
    ACUITY BRANDS INC 4,044 2,414
    ALARM COM HOLDINGS INC. 3,064 3,527
    ALBEMARLE CORP 4,091 3,545
    ALPHABET INC CL A 5,198 18,809
    ALPHABET INC CL C 2,092 4,142
    AMAZON COM INC 5,855 13,518
    AMN HEALTHCARE SVCS INC 3,264 3,116
    ANSYS INC 3,065 6,575
    APPLE INC 6,328 15,774
    BANK OF AMERICA CORP 5,151 6,998
    BEACON ROOFING SUPPLY INC 2,181 2,316
    BERKSHIRE HATHAWAY INC CL B 12,952 18,580
    BIO TECHNE CORP 3,866 5,644
    BIOGEN IDEC INC 4,721 5,116
    BOOKING HOLDINGS INC 3,288 12,057
    C H ROBINSON WORLDWIDE INC 6,884 6,559
    CABOT OIL GAS CORP CL A 3,916 3,755
    CELGENE CORP 18,387 10,126
    CENTENE CORP 4,814 4,036
    CHEMED CORP 2,231 7,649
    COGNEX CORP 2,030 3,403
    COGNIZANT TECH SOLUTIONS CL A 4,564 4,698
    COSTAR GROUP INC 3,844 6,747
    COSTCO WHSL CORP 2,056 3,870
    DELTA AIRLINES INC 4,063 4,840
    EDWARDS LIFESCIENCES CORP 10,655 13,479
    ELLIE MAE INC 3,688 2,199
    EVOLENT HEALTH INC A 2,664 2,514
    EXISERVICE HOLDINGS INC 3,178 3,368
    FACEBOOK INC A 19,108 20,188
    FASTENAL CO 13,079 16,053
    FIVE BELOW 2,531 7,265
    FRONTIER COMMUNICATIONS CORP 710 10
    GENERAL ELECTRIC CO 3,669 1,923
    GENTEX CORP 3,374 3,941
    GODADDY INC CLASS A 4,047 4,134
    GRAND CANYON EDUCATION INC 3,198 7,018
    GUIDEWIRE SOFTWARE INC 2,926 2,888
    HEALTHCARE SVCS GROUP INC 5,650 7,232
    HEICO CORP 3,513 9,375
    HILTON WORLDWIDE HLDGS 3,613 3,231
    HORMEL FOODS CORP 2,231 2,603
    INTL FLAVORS FRAGRANCES 2,729 3,088
    J P MORGAN CHASE CO 2,058 2,245
    LENNOX INTERNATIONAL INC 3,226 3,283
    LKQ CORP 5,038 3,821
    MARATHON PETROLEUM CORP 2,377 2,891
    MASTERCARD INC 1,575 2,830
    MAXIMUS INC 3,364 4,686
    MICROSOFT CORP 4,751 10,259
    MIDDLEBY CORP 2,837 3,390
    MYLAN NV 8,573 7,014
    NATIONAL INSTRS CORP 3,072 4,992
    NEOGEN CORP 1,095 2,052
    OLD DOMINION FGHT LINE INC 6,936 6,545
    PARSLEY ENERGY INC CLASS A 8,443 4,506
    PAYCOM SOFTWARE INC 3,902 3,674
    PAYPAL HOLDINGS INC 3,927 9,418
    PRA GROUP INC 7,303 2,998
    PROS HOLDINGS INC 2,759 3,611
    PROTO LABS INC 5,879 8,798
    QUALCOMM INC 12,826 11,610
    RAYTHEON COMPANY 3,149 3,067
    RED HAT INC 7,633 7,904
    ROLLINS INC 2,574 6,985
    ROSS STORES INC 5,234 7,322
    S P GLOBAL INC 2,640 2,379
    SCHEIN HENRY INC 3,212 3,298
    SCHWAB CHARLES CORP 9,017 12,750
    SERVICENOW INC 1,921 3,561
    SMITH NEPHEW PLC SPON A D R 3,000 2,050
    SNAP ON INC 2,539 2,179
    SPLUNK INC 2,551 2,621
    SQUARE INC A 2,968 3,478
    TRACTOR SUPPLY COMPANY 7,551 10,263
    TRANSDIGM GROUP INC 3,977 5,441
    TYLER TECHNOLOGIES INC 3,404 3,716
    ULTA BEAUTY INC 4,943 4,162
    ULTIMATE SOFTWARE GROUP INC 5,708 8,326
    UNITEDHEALTH GROUP INC 4,328 7,723
    VEEVA SYSTEMS INC CLASS A 2,216 8,128
    VERISK ANALYTICS INC CL A 5,710 8,396
    VISA INC 1,585 11,347
    WABCO HLDGS INC 3,210 3,542
    WAGEWORKS INC 3,158 1,168
    WAL MART STORES INC 3,565 4,564
    WATSCO INC 2,556 2,087
    WEST PHARMACEUTICAL SVCS INC 3,840 3,921
    WESTERN DIGITAL CORP 6,624 2,995
    ABB LTD A D R 2,167 2,015
    ADIDAS AG A D R 4,283 6,260
    AEGON AG A D R 5,336 3,371
    APTIV PIC 3,487 3,079
    ALA GROUP LTD    
    ASTELLAS PHARMA INC 2,527 2,495
    AT&T INC    
    ATHENAHEALTH INC    
    AVIANCA HOLDINGS A D R 6,908 1,819
    AQR LONG SHORT 36,602 29,106
    BARON EMERGING MARKETS INT'L 81,465 89,539
    BOEING CO    
    B H P BILLITON 6,355 6,905
    BRITISH AMERN TOB PLC SPON A D R    
    CANON INC SPONS A D R 12,175 10,074
    CARDINAL HEALTH INC    
    CAUSEWAY EMERGING MARKETS 88,833 86,401
    CERNER CORPORATION    
    CHINA PETROLEUM CHEM 3,267 2,753
    CHUBB LTD 3,953 4,909
    CNOOC LTD 10,711 9,757
    CORE LABORATORIES N V    
    CRIETO SA SPON A D R 2,507 2,227
    CVS HEALTH CORPORATION    
    DANONE SPON A D R 6,360 6,361
    DBS GROUP HLDGS 4,089 3,138
    DOLLAR TREE INC    
    DORMAN PRODUCTS INC    
    DR REDDYS LABORATORIES LTD A D R    
    EQUINOR ASA SPON 7,134 6,245
    EQUINIX INC    
    FERGUSON PLC 2,494 2,606
    FINANCIAL ENGINES INC    
    FLY LEASING LTD A D R 6,735 5,322
    FRESENIUS AKTIENGESELLCHAFT A D R 2,864 2,008
    GLAXO SMITHKLINE P L C A D R    
    GLOBANT SA 2,962 4,393
    HEALTHSTREAM INC    
    HIGHLAND LONG SHORT EQUITY FUND 21,568 20,010
    I N G GROEP NV    
    IHS MARKIT LTD 4,537 6,620
    INDUSTRIAS BACHOCO SAB DE CV A D R 5,574 5,341
    INNERWORKINGS INC    
    INOVALON HOLDINGS INC    
    INTERCONTINENTAL HOTELS 3,672 3,166
    KONINKLIJKE AHOLD DELHAIZE NV A D R 9,443 10,622
    KONINKLIJKE PHILIPS NVR 7,229 6,952
    KT CORP SP A D R 14,624 15,500
    MAGNA INTL INC CL A    
    MEDNAX INC    
    MELCO CRWON ENTMT LTD A D R    
    MIZUHOM FNL GRP A D R 10,385 7,740
    MOMO INC    
    NESTLE SA SPONSORED A D R 19,556 20,564
    NICE LTD A D R 15,285 17,314
    NIPPON TELEGRAPH TELE A D R 9,545 8,900
    NOVARTIS AG A D R 13,402 13,215
    NOVO NORDISK 7,688 8,062
    NTT DOCOMO INC A D R 8,283 9,479
    O REILLY AUTOMOTIVE INC    
    ORIX CORP SPONS A D R 5,730 6,296
    PATTERSON COMPANIES INC    
    PEARSON PLC 6,009 6,089
    PETRO CHINA COMPANY LTD 3,061 2,770
    POSCO A D R    
    PRICELINE COM INC    
    RECKITT BENCKISER SPON A D R    
    RELX NV SPON A D R 2,244 2,934
    RITCHIE BROS AUCTIONEERS INC 3,285 4,810
    ROBECO BOSTON PARTNERS LS RESEARCH 41,949 40,923
    ROCHE HOLDING LTD SPON 11,320 10,536
    SCHLUMBERGER LTD    
    SMITH NEPHEW PLC SPON A D R 11,783 12,485
    SONY CORP A D R 5,522 6,807
    SOUTH32 LTD A D R 117 164
    STMICROELECTRONICS N V    
    SUMITOMO MITSUI FINL GROUP A D R 8,435 8,190
    TEVA PHARMACEUTICAL 3,654 2,837
    THE KRAFT HEINZ CO    
    TJX COMPANIES INC    
    TRANSCANADA CORP 4,318 3,856
    TRIVAGO NV A D R    
    UNILEVER NV A D R    
    UNITED NATURAL FOODS INC    
    VANGUARD INTERNATION GROWTH FUND    
    VERINT SYSTEMS INC    
    WESTPAC BANKING CORP SP A D R    
    WNS HOLDINGS LTD A D R 5,436 7,014
    WPP PLC SPON A D R    
    YY INC    
    ZELTIQ AESTHETICS INC    

    TY 2018 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 40,072
    ACADIA RLTY TR   3,195 2,210
    AMERICAN CAMPUS COMMUNITIES   5,377 4,387
    AMERICAN TOWER CORP   5,309 9,650
    AVALONBAY CMNTYS INC   3,728 3,481
    BOSTON PPTYS INC   6,404 5,402
    DIGITAL REALTY TRUST INC   7,530 7,139
    EQUINIX INC   4,597 3,526
    EQUITY RESIDENTIAL   4,657 4,357
    EXTRA SPACE STORAGE INC   2,246 2,805
    FIRST LNDL RLTY TR INC   2,515 2,338
    HIGHWOODS PROPERTIES INC   2,849 2,437
    KILROY RLTY CORP   2,581 2,515
    PROLOGIS INC   3,742 4,463
    REGENCY CENTERS CORPORATION   3,872 3,638
    SABRA HEALTH CARE REIT INC   479 231
    SIMON PROPERTY GROUP INC   4,798 4,368
    SUN COMMUNITIES INC   3,665 3,967
    TANGER FACTORY OUTLET CENTER   2,493 1,415
    UDR INC   5,487 5,983
    WELLTOWER INC   4,677 4,373
    VOYA INTERNATIONAL REAL ESTATE   91,733 83,857
    US LISTED REAL ESTATE 87,477    
    FOREIGN LISTED REAL ESTATE 91,733    
    GOLDMAN SACHS COMM STRAT INS   28,917 22,867
    AQR MANAGED FUTURES STR I 29,182 29,182 25,375


    TY 2018 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 30,927 30,927 30,927  
    ADMINISTRATIVE COSTS 6,979 6,979 6,979  
    OIL AND GAS EXPENSE 1,095 1,095 1,095  
    OTHER 230 230 230  
    MISCELLANEOUS -2,392 -2,392 -2,392  


    TY 2018 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
      10,131 10,131 10,131
    OTHER INCOME 157 157 157


    TY 2018 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 1,040 1,040 1,040  
    TAXES-INCOME