DOROTHY & LEE ROY PARKS CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY & LEE ROY PARKS CHARITABLE TRUST (EIN 48-6336224)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2023-08-24
- IRS object ID
- 202302369349100510
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-24T12:24:06-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480928496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODS & DURHAM CHTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1516 | AddressLine1Txt |
| City | SALINA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 674021516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486336224 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY AND LEE ROY PARKS | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 7853923533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 SUNBEAM ST | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 674671731 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS D MCGAVRAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7853923533 | PhoneNum |
| Signature | 2023-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | MCGAVRAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM T SHANKS | PreparerPersonNm |
| PTIN | P00517712 | PTIN |
| Phone | 7858255494 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,448,592 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $435 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $435 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,778 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $93,003 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,282 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $229,995 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $229,995 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $240,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,490 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,122 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,449 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,673 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,265 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,632 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,394 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,394 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $86,244 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86,244 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,673 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,064 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,064 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,506 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $188,824 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $175,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $175,242 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $256,832 | CorporateStockBOYAmt |
| Corporate Stock EOY | $262,608 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $258,933 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $738,207 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,051 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $733,156 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $733,156 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,986,712 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $28,130 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,705 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,705 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,206,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,198,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,448,592 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,150,778 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,152,075 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $56,164 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,636 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,206,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,198,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,206,942 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,198,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,206,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,231 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,198,711 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,198,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 47.528 SHARES INVESCO INVT FD DEVELOPING MKT | 2020-03-02 | 2022-06-01 | $1,761 | $2,008 | -$247 | -$247 | |
| 243.554 SHARES DFA REAL ESTATE SECURITIES | 2017-07-17 | 2022-06-01 | $10,845 | $8,606 | $2,239 | $2,239 | |
| 323.512 SHARES THORNBURG INVT TR INV INCM BLD | 2017-07-17 | 2022-06-01 | $7,522 | $6,855 | $667 | $667 | |
| 272.698 SHARES VANGUARD INTL GROWTH FND | 2020-08-13 | 2022-06-01 | $27,660 | $36,587 | -$8,927 | -$8,927 | |
| 2003.63 SHARES VANGUARD TOTAL BOND MARKET | 2020-03-02 | 2022-06-01 | $20,136 | $23,171 | -$3,035 | -$3,035 | |
| 112.921 SHARES VANGUARD GNMA FUND | 2017-07-17 | 2022-06-01 | $1,101 | $1,188 | -$87 | -$87 | |
| 9.755 SHARES VANGUARD MID CAP INDEX | 2017-07-17 | 2022-06-01 | $2,607 | $1,751 | $856 | $856 | |
| 29.88 SHARES VANG SMALL CAP INDEX ADMIRAL FUND | 2017-07-17 | 2022-06-01 | $2,773 | $1,965 | $808 | $808 | |
| 156.042 SHARES VANG TOTAL STOCK INDEX | 2017-07-17 | 2022-06-01 | $15,571 | $9,590 | $5,981 | $5,981 | |
| CAPITAL GAINS DIVIDENDS | $3,027 | $3,027 | $3,027 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,282 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,592 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,592 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $617 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $617 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $33 | EsPenaltyAmt |
| Tax Due | $1,008 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS D MCGAVRAN | IndividualWithBooksNm |
| Phone | 7853923533 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 SUNBEAM ST | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS D MCGAVRAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 SUNBEAM | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $16,122 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $245,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,971 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,024,417 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,449,808 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,449,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,413,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,653 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,592 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,592 | TotalTaxAmt |
| Distributable Before Adj | $119,061 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $119,061 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $119,061 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,737 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,061 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $121,563 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $121,563 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,174 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $117,887 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS D MCGAVRAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 SUNBEAM | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67647 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7853923533 | RecipientPhoneNum |
| Form And Info And Materials | AN APPLICATION FORM IS REQUIRED TO BE SUBMITTED BY WORTHY STUDENTS BETWEEN APRIL 1 AND APRIL 15 OF EACH YEAR FOR SCHOLARSHIP MONEY NOT TO EXCEED $5,000. THE CRITERIA FOR SELECTION INCLUDE SCHOOL ACTIVITIES, AWARDS RECEIVED, LEADERSHIP POSITIONS HELD, GRADE POINT AVERAGE AND CAREER GOALS. AN APPLICATION FORM CAN BE OBTAINED FROM THE TRUSTEE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BETWEEN APRIL 1 AND APRIL 15 EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE WILL BE GIVEN TO PROJECTS IN THE DELPHOS, MILTONVALE, KANSAS AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLAUDE & MABEL CHILDS CHARITABLE TRUST | |||||||
| PO BOX 305 | DELPHOS | KS | 67436 | NONE | PRIVATE FOUNDATION | GENERAL FUND | $17,594 |
| CLOUD COUNTY COMMUNITY COLLEGE | |||||||
| 2221 CAMPUS DR | CONCORDIA | KS | 66901 | NONE | PUBLIC | STUDENT FINANCIAL AID | $500 |
| DELPHOS LIONS CHARITIES INC | |||||||
| 114 W SECOND | DELPHOS | KS | 67436 | NONE | PUBLIC | GENERAL FUND | $17,594 |
| DELPHOS SENIOR CITIZENS | |||||||
| 203 N WASHINGTON | DELPHOS | KS | 67436 | NONE | PUBLIC | GENERAL FUND | $17,594 |
| FORT HAYS STATE UNIVERSITY | |||||||
| 600 PARK ST | HAYS | KS | 67601 | NONE | PUBLIC | STUDENT FINANCIAL AID | $1,000 |
| KANSAS STATE UNIVERSITY - SALINA | |||||||
| 2310 CENTENNIAL RD | SALINA | KS | 67401 | NONE | PUBLIC | STUDENT FINANCIAL AID | $1,000 |
| KANSAS WESLEYAN UNIVERSITY | |||||||
| 100 E CLAFLIN AVE | SALINA | KS | 67401 | NONE | PUBLIC | STUDENT FINANCIAL AID | $1,500 |
| MILTONVALE CLINIC CORP | |||||||
| 205 N STARR AVENUE | MILTONVALE | KS | 67466 | NONE | PUBLIC | GENERAL FUND | $17,594 |
| MILTONVALE LIONS | |||||||
| RT1 BOX 103 | MILTONVALE | KS | 67466 | NONE | PUBLIC | GENERAL FUND | $17,594 |
| MILTONVALE SENIOR CITIZENS | |||||||
| 107 STARR | MILTONVALE | KS | 67466 | NONE | PUBLIC | GENERAL FUND | $17,594 |
| NORTH CENTRAL KS TECHNICAL COLLEGE | |||||||
| 3033 US HWY 24 | BELOIT | KS | 67420 | NONE | PUBLIC | STUDENT FINANCIAL AID | $500 |
| SHRINERS BURN CENTER | |||||||
| 6977 MAIN ST | HOUSTON | TX | 77030 | NONE | PUBLIC | GENERAL FUND | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,064 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $435 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,778 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $229,995 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,282 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $240,490 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,490 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,265 | Amt |
| Net Investment Income | $2,265 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE DOROTHY AND LEE ROY PARKS CHARITABLE TRUST HEREBY ELECTS TO APPLY $13,643 OF EXCESS 2016 QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOME FROM 2014. | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO HIGH YIELD FUND | $42,410 | $31,686 |
| CSB&T TRUST ACCOUNT | $220,198 | $227,247 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| WINDMILL | $5,051 | $5,051 | $0 | $0 |
| LAND | $733,156 | $0 | $733,156 | $1,986,712 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DELPHOS COOP ASSOCIATION PATRONAGE ACCT. | AT COST | $27,385 | $27,385 |
| CONSERVATION WORK, NET | AT COST | $320 | $320 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CROP INSURANCE | $5,064 | $5,064 | $0 |
| FARM INSURANCE | $228 | $228 | $0 |
| FERTILIZER & CHEMICALS | $80,270 | $80,270 | $0 |
| POSTAGE & SUPPLIES | $12 | $12 | $0 |
| AMORTIZATION | $640 | $640 | $0 |
| SAFE DEPOSIT BOX | $30 | $30 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CROP SHARES | $199,424 | $199,424 | $199,424 |
| CASH RENTS | $10,480 | $10,480 | $10,480 |
| PATRONAGE DIVIDENDS | $359 | $359 | $359 |
| OTHER | $350 | $350 | $350 |
| CROP INSURANCE PROCEEDS | $19,382 | $19,382 | $19,382 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,632 | Amt |
| Net Investment Income | $2,632 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $28,394 | Amt |
| Net Investment Income | $28,394 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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