Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
SPRINGFIELD
State or province
MO
Country  
ZIP or foreign postal code
65808
A Employer identification number

43-6050610
B Telephone number (see instructions)

4178882200
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,010,765J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 53,574 53,574 53,574
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,076
b Gross sales price for all assets on line 6a 904,600
7 Capital gain net income (from Part IV, line 2)... 109,076
8 Net short-term capital gain......... 4,355
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
List of Attached Documents:
// Content
2,390 2,390 2,390
12 Total. Add lines 1 through 11........ 165,040 165,040 60,319
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,020     10,020
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
List of Attached Documents:
// Content
2,400 600   1,800
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,147 1,027    
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
List of Attached Documents:
// Content
32,234 15,718   16,516
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,801 17,345   28,336
25 Contributions, gifts, grants paid....... 208,731 208,731
26 Total expenses and disbursements. Add lines 24 and 25 ................ 255,532 17,345   237,067
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -90,492
b Net investment income (if negative, enter -0-) 147,695
c Adjusted net income (if negative, enter -0-)... 60,319
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 58,150 12,213 12,123
2 Savings and temporary cash investments......... 65,341 61,572 61,572
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 1,072,821 Click to see attachment
List of Attached Documents:
// Content
1,004,411 		1,451,486
c Investments—corporate bonds (attach schedule)....... 382,388 Click to see attachment
List of Attached Documents:
// Content
370,603 		357,623
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
85,521 		Click to see attachment
List of Attached Documents:
// Content
124,930 		Click to see attachment
List of Attached Documents:
// Content
127,961
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,664,221 1,573,729 2,010,765
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,664,221 1,573,729
29 Total net assets or fund balances (see instructions)..... 1,664,221 1,573,729
30 Total liabilities and net assets/fund balances (see instructions). 1,664,221 1,573,729
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,664,221
2
Enter amount from Part I, line 27a .....................
2
-90,492
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,573,729
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,573,729
Form 990-PF (2025)
Form 990-PF (2025)
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 ST NC P    
b LT NC 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 263,644   259,289 4,355
b 636,725   536,235 100,490
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       4,355
b       100,490
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 2 109,076
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 4,355
Part V
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 and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,053
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2,053
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 2,053
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,120
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,120
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....... 9 933
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-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 the instructions
for the 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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
 
No
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See 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 addressN/A
14
The books are in care ofANDY ROBINSON CPA Telephone no. (417) 883-5601

Located at2731 S MEADOWBROOK AVESPRINGFIELDMO ZIP+465807
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
Yes
 
If "Yes," list the years 20 23, 20 22, 20 21, 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.
20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
AMY ROBINSON DIST TRUSTEE
5.00 		10,020 0 0
2731 S MEADOWBROOK AVE
SPRINGFIELD,MO65807
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
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.............right arrow  
Part VIII-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 VIII-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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
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
1,847,159
b
Average of monthly cash balances.......................
1b
98,638
c
Fair market value of all other assets (see instructions)................
1c
127,961
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,073,758
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,073,758
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,106
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,042,652
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
102,133
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
102,133
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,053
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,053
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
100,080
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
100,080
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
100,080
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
237,067
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
237,067
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 100,080
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 31,102
b Total for prior years:2021, 2020, 2019 38,234
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 237,067
a Applied to 2024, but not more than line 2a 31,102
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 2025 distributable amount..... 100,080
e Remaining amount distributed out of corpus 105,885
5 Excess distributions carryover applied to 2025.    
(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 5 105,885
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		38,234
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...... 		38,234
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		105,885
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 105,885
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
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, 3b, or 3c 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 IX, 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 XIV
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BENTLEY TRUST
2731 S MEADOWBROOK AVE
SPRINGFIELD,MO65807
(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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
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
ALBERT NELSON


2336 N BOLIVAR RD APT J-
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,449
ALEATHA HOLLIDAY


2741 S NETTLETON APT D10
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,410
ALTHA CORLEW


2410 W CHESTERFELD BLVD
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 939
ANITA ALLEN


250 N HILTON AVE 103
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,980
BARBARA KENKEL


1717 E PRIMROSE APT F11
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 779
BETTY KNIEP


1131 E LAKEWOOD ST RM 24
SPRINGFIELD,MO65810 		NO RELATIONSHIP   FINANCIAL NEED 1,720
BETTY MCCOY


1451 E WOODLAND ST 3216
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 600
BETTY WILLEFORD


1505 W LARK ST
SPRINGFIELD,MO65810 		NO RELATIONSHIP   FINANCIAL NEED 1,400
BEULAH CAHOON


3044 S LAKESIDE AVE
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,400
BILLY JEAN HARDY


1270 E BROADMOOR ST
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 770
BRENDA SWEARINGIN


2244 N CLIFTON APT B
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,428
CARLOS MENDOZA


1720 W HOVEY ST
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,400
CAROL RUSK


3247 S CLAY AVE
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,888
CAROL WARD


1128 W MORNINGSIDE
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,400
CATHERINE TERITO


2865 S INGRAM MILL RD AP
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,365
CHARISSE LOWERY


1710 W ERIE ST APTB206
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,575
CHARLES FRANCOIS


721 W CALHOUN ST
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 125
CHERYL WALTON


1517 W WHITESIDE ST
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,325
CINDY BYERS


207 N MONTE VISTA AVE
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 750
CLARA HORTON


1530 E ERIE ST APT H112
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 790
CLOMA LETHERMAN


2320 N FREMONT APT A2
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,980
COLLEEN COPELAND


3445 S FRANKLIN
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,249
CURTIS FARRIS


1451 E WOODLAND ST APT 2
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,560
DANIEL MARX


1410 E SEMINOLE ST A14
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 141
DARLENE HUGHSON


6956 W LONE OAT ST
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,400
DARRELL GLOSTER


2100 N CLIFTON APTA803 B
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,608
DARRELL MCDANIEL


226 N CEDARBROOK AVE APT
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,446
DARRELL WATKINS


1619 W WEBSTER ST
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 822
DAVID LANDWEHR


2871 E EASTMOOR
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,958
DAVID MISNER


932 S BROADWAY AVE
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 2,475
DAVID WARD


1128 W MORNINGSIDE
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,400
DEBBIE ANDERSON


711 E MONTCLAIR ST 105
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,400
DEBRA WHITT


628 E SUNSET ST
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,206
DEBRAH ALLEN


620 W SCOTT APT 614
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,730
DENISE KAISER


513 W CRESTVIEW
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,980
DENISE MEEKINS


1951 S GRANT AVE APT D
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 2,599
DENNIS BLUM


2724 N FRANKLIN
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,400
DIANA SIMS


2954 N NATIONAL AVE204
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,206
DOLORES JOHNSON


2842 E MADISON ST
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,400
DON EWING


2815 S NETTLETON APT 19
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,730
EDWARD BOUCHER


1251 W WALNUT
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,608
ELLA SIMS


1555 E KERR ST
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,206
ELSA HARRIS


3500 S NATIONAL AVE
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,135
ERIC HARRIS


620 W SCOTT ST APT 213
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,608
FRANCIS CARLOCK


1701 N WAVERLY
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 10,309
GARY MOFFETT


2645 W DELMAR ST APT211
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,730
GENE ROGERS


2151 N PICKWICK
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,400
GWENDLOLYN LYNCH


1028 E SUNSET ST
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,340
H LEE SCHUMACKER


1545 E ERIE ST APT 308
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 779
HAROLD WARD


845 S NEW AVE
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 2,375
IAN STONE


270 SOUTH AVE 504
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 1,400
IVAN WELLS


1957 S GRANT AVE APT C
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,400
JACK FERGUSON


3460 E LOMBARD ST APT 132
SPRINGFIELD,MO65809 		NO RELATIONSHIP   FINANCIAL NEED 1,980
JAMES BARRETT


1320 E MCCLERNON APT C4
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,390
JAMES WRIGHT


1019 E DELMAR ST
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,040
JANICE GRISHAM


453 S FREMONT
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 3,349
JANICE PILKINGTON


827 N WEST AVE
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 4,570
JANICE REAR


1410 W ATLANTIC ST
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 750
JEANNIE PARENT


1934 E VERONA ST
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,400
JERRELL BONNER


515 W MT VERNON ST 705
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 1,400
JO ELLA FOWLER


620 W SCOTT ST APT 424
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,365
JOAN DAVISSON


1451 W WOODLAND ST APT 1
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,365
JOAN FRANCK


1951 E ELM ST
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,400
JOHNETTE HALSTEAD


326 S MILLER AVE
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 934
JUDY WOODS


817 W TALMAGE ST
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,039
JULIE PROBST


2915 S FREMONT ST APT A5
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,320
KALEENE WOOD


1110 S SCENIC AVE APT 32
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,200
KATHRYN BAMBERRY SCOTT


862 S CRUTCHER AVE
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 4,158
KATHRYN CHOATE


201 W CHASE ST
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,250
KEEHENG KHOR


3230 S FORT AVE
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 687
KEN SOUTHWELL


2062 N ROOSEVELT AVE
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,608
KEVIN COVINGTON


2444 N DELAWARE
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,356
LAURA DEVRIES


2222 N FARMER AVE
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 994
LAURIE NELSON


1820 N GOLDEN AVE UNIT B
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 895
LEONILA RIVERA


3124 S MARLAN AVE
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 779
LETHA MCELVOY


1000 W WALNUT ST
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 2,329
LINDA MCCABE


852 S CAMPBELL APT D
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 2,065
LINDA MYERS


3531 E CHEROKEE ST APT 3
SPRINGFIELD,MO65809 		NO RELATIONSHIP   FINANCIAL NEED 2,120
LISA RISINGER


3912 W MAPLE ST APT A
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,608
LISA SHERMAN


1959 S JEFFESON AVE
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,608
LOUEEKAH JOHNSON


1451 E WOODLAND 409
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,695
LYMAN DICUS


3150 W LYNN ST
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,980
MAHALIA BOYD


1021 S CRUTCHER AVE
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 750
MARC SCHEDLBAUER


421 W MADISON ST APT 100
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 884
MARTHA DAVIS


2131 W VENTURA
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 379
MARY WOOD


823 N FORT AVE
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 2,694
MARY HARRIS


2435 N HOWARD AVE APT A
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 899
MICHAEL BAILEY


421 S FORT AVE
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 5,650
MICHAEL CRIDER


1410 E SEMINOLE ST C17
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,576
MIKE YOUNGKER


1410 E MCGEE ST
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,400
MILDRED WILDER


2026 S BARCLIFF APT 4
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,515
NIOMA MORSE


1500 S GOLDEN AVE LOT 40
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 2,624
NORMAN LITTLE


2025 W COLLEGE
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 635
PAMELA HUNTER


1713 S MADALINE TERRACE
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 3,443
PRECIOUS HERRON


2320 N FREMONT APT B1
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,515
REBECCA CARTER


842 S GLENN AVE
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,400
RICHARD GABRIELLA


1710 W ERIE ST APT 105
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 2,900
ROBERT BRADFORD


1014 E GUINEVERE ST
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,400
RONALD BURGER


1423 W CLAY AVE
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 993
RONALD MITCHELL


1601 N GRANT AVE APT 3
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,865
RONNIE COLLINS


3150 W MT VERNON ST
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,560
RUSSELL LIPPS


1207 N HEARTLAND
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 3,800
SANDRA ANDERSON


3830 S JEFFERSON AVE UNI
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 1,325
SHERRI HORNE


1545 E ERIE APT 107
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,135
SHERRY PRYOR


3731 S GLENSTONE
SPRINGFIELD,MO65804 		NO RELATIONSHIP   FINANCIAL NEED 1,040
SHERRY THOMPSON


615 S MISSOURI AVE
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 524
SONDRA CARTER


855 S BROADWAY
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 575
STARLYN CLARK


1841 N FRANKLIN
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,400
STEVEN PERRIMAN


1822 W WATER ST
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 2,480
SUE ROGERS


2151 N PICKWICK
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,400
SUSAN FANT


1710 W ERIE ST APT A104
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 298
SUSAN GARNER


1744 W CATALPA ST APT B1
SPRINGFIELD,MO65807 		NO RELATIONSHIP   FINANCIAL NEED 770
SUSAN MURPHY


435 VILLA ROSE AVE
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 18,052
SYLVIA PALMER


3134 N MARANTHA LN
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,345
TERESA FIELDS


3460 E LOMBARD ST APT 131
SPRINGFIELD,MO65809 		NO RELATIONSHIP   FINANCIAL NEED 1,980
TERRY CLARK


2037 N SUMMIT AVE
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,445
TERRY KAPP


700 E WALNUT APT 206
SPRINGFIELD,MO65806 		NO RELATIONSHIP   FINANCIAL NEED 918
THOMAS TYNER


620 W SCOTT
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,980
VERNENE CONLEY


3195 N CIRCLE LN APT 212
SPRINGFIELD,MO65803 		NO RELATIONSHIP   FINANCIAL NEED 1,345
YVONNE PORRECA


2232 W OLIVE ST
SPRINGFIELD,MO65802 		NO RELATIONSHIP   FINANCIAL NEED 1,730
Total ................................. 3a 208,731
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-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 53,574  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     15 2,351  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 4,231 104,845
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    14 39  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   60,195 104,845
13Total. Add line 12, columns (b), (d), and (e)..................
13
165,040
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2025)
Form 990-PF (2025)
Page 13
Part XVI
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 2,400 600   1,800

TY 2025 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
SEE ATTACHED 370,603 357,623

TY 2025 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
SEE ATTACHED 1,004,411 1,451,486

TY 2025 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
SEE ATTACHED 85,521 124,930 127,961


TY 2025 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 30,632 15,316   15,316
ADMINISTRATIVE COSTS 1,200     1,200
OIL AND GAS EXPENSE 402 402    
MISCELLANEOUS        
OTHER        
MANAGEMENT FEES        
INTEREST        


TY 2025 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
  2,351 2,351 2,351
OTHER INCOME 39 39 39


TY 2025 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 1,027 1,027    
TAXES-INCOME 1,120