DOROTHY & LEE ROY PARKS CHARITABLE TRUST: Form 990PF, tax year 2019
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- Organization
- DOROTHY & LEE ROY PARKS CHARITABLE TRUST (EIN 48-6336224)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2020-08-07
- IRS object ID
- 202012209349100311
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-07T11:35:26-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | 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 | 2019-06-01 | 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 | 2020-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM T SHANKS | PreparerPersonNm |
| PTIN | P00517712 | PTIN |
| Phone | 7858255494 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,402,651 | 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 | $603 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $603 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,266 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,266 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,980 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $222,970 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $222,970 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $227,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,839 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,868 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,934 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,934 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,990 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,047 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,047 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,446 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,843 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $238 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $238 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $63,842 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,842 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,894 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,934 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,828 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,828 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,259 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,894 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,762 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,945 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $237,142 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $239,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $239,440 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $146,461 | CorporateStockBOYAmt |
| Corporate Stock EOY | $147,160 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $137,716 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $738,207 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,051 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $733,394 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $733,156 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,986,712 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $32,756 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,251 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,251 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,532 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,532 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,532 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,158,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,158,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,402,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,155,193 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,152,264 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,158,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,158,539 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,158,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,158,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,158,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,158,539 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,158,539 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 288.228 SH DFA EMERGING MARKETS SMALL CAP | P | 2017-07-17 | 2020-03-03 | $5,479 | $6,439 | -$960 | -$960 |
| 18.112 SH. DFA EMERGING MARKETS SMALL CAP | P | 2017-07-17 | 2020-03-03 | $344 | $372 | -$28 | -$28 |
| 329.986 SH. AIM COUNSELOR SER TR INVESCO | P | 2017-07-17 | 2020-03-03 | $2,366 | $2,676 | -$310 | -$310 |
| 302.72 SH. VANGUARD GNMA FUND | P | 2017-07-17 | 2020-03-03 | $3,227 | $3,185 | $42 | $42 |
| 35.815 SH. VANGUARD EUROPEAN STOCK INDEX | P | 2017-07-17 | 2020-03-03 | $2,376 | $2,519 | -$143 | -$143 |
| .643 SH. VANGARD MID CAP INDEX | P | 2017-07-17 | 2020-03-03 | $134 | $115 | $19 | $19 |
| CAPITAL GAINS DIVIDENDS | P | $54 | $54 | $54 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,326 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $118,693 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,357,484 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050347 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,716 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,413,467 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049189 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $135,920 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,424,886 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056052 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,458 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,476,979 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041364 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,399 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,482,592 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040441 | DistributionYr5Rt |
| Total Distribution | 0.237393 | TotalDistributionRt |
| Average Distribution | 0.047479 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,361,503 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,122 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,219 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,341 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $118,762 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,219 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,219 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $181 | 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 | $15,868 | 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 | $144,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,025,495 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,397,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,397,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,361,503 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,075 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,075 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,219 | TotalTaxAmt |
| Distributable Before Adj | $116,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,762 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,762 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,219 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $117,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $116,827 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,762 | QualifyingDistributionsAmt |
| Applied To Year1 | $116,827 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,935 | 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 | $114,921 | 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 |
|---|---|---|---|---|---|---|---|
| BETHANY COLLEGE | |||||||
| 335 E SWENSSON ST | LINDSBORG | KS | 67456 | NONE | PUBLIC | STUDENT FINANCIAL AID | $500 |
| CLAUDE & MABEL CHILDS CHARITABLE TRUST | |||||||
| PO BOX 305 | DELPHOS | KS | 67436 | NONE | PRIVATE FOUNDATION | GENERAL FUND | $17,138 |
| CLOUD COUNTY COMMUNITY COLLEGE | |||||||
| PO BOX 1002 | CONCORDIA | KS | 66901 | NONE | PUBLIC | STUDENT FINANCIAL AID | $500 |
| DELPHOS LIONS CHARITIES INC | |||||||
| 114 W SECOND | DELPHOS | KS | 67436 | NONE | PUBLIC | GENERAL FUND | $17,138 |
| DELPHOS SENIOR CITIZENS | |||||||
| 203 N WASHINGTON | DELPHOS | KS | 67436 | NONE | PUBLIC | GENERAL FUND | $17,138 |
| FORT HAYS STATE UNIVERSITY | |||||||
| 600 PARK ST | HAYS | KS | 67601 | NONE | PUBLIC | STUDENT FINANCIAL AID | $1,000 |
| KANSAS STATE UNIVERSITY POLYTECHNIC CAMPUS | |||||||
| 2310 CENTENNIAL RD | SALINA | KS | 67401 | NONE | PUBLIC | STUDENT FINANCIAL AID | $1,000 |
| KANSAS STATE UNIVERSITY | |||||||
| 110 ANDERSON HALL | MANHATTAN | KS | 66506 | NONE | PUBLIC | STUDENT FINANCIAL AID | $2,000 |
| MILTONVALE CLINIC CORP | |||||||
| 205 N STARR AVENUE | MILTONVALE | KS | 67466 | NONE | PUBLIC | GENERAL FUND | $17,138 |
| MILTONVALE LIONS | |||||||
| RT1 BOX 103 | MILTONVALE | KS | 67466 | NONE | PUBLIC | GENERAL FUND | $17,138 |
| MILTONVALE SENIOR CITIZENS | |||||||
| 107 STARR | MILTONVALE | KS | 67466 | NONE | PUBLIC | GENERAL FUND | $17,138 |
| 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 | $110,828 | 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 | $603 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,266 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $222,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,326 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $227,513 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227,513 | 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 | $1,990 | Amt |
| Net Investment Income | $1,990 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| WINDMILL | 2012-09-20 | $5,051 | $4,813 | SL | 7.000000000000 | $238 | $238 |
| LAND | 1990-05-31 | $733,156 | L | $0 | $0 |
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 | $33,830 |
| CSB&T TRUST ACCOUNT | $104,750 | $103,886 |
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 | $26,022 | $26,022 |
| CONSERVATION WORK, NET | AT COST | $4,229 | $4,229 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JEWELRY | Desc |
| BOY Book Value | $8,532 | BOYBookValueAmt |
| EOY Book Value | $8,532 | EOYBookValueAmt |
| EOYFMV | $8,532 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CROP INSURANCE | $3,332 | $3,332 | $0 |
| FARM INSURANCE | $228 | $228 | $0 |
| FERTILIZER & CHEMICALS | $55,773 | $55,773 | $0 |
| POSTAGE & SUPPLIES | $7 | $7 | $0 |
| AMORTIZATION | $2,794 | $2,794 | $0 |
| CUSTOM HIRE | $1,678 | $1,678 | $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 | $168,114 | $168,114 | $168,114 |
| CASH RENTS | $11,089 | $11,089 | $11,089 |
| PATRONAGE DIVIDENDS | $480 | $480 | $480 |
| AG PROGRAM PAYMENTS | $33,362 | $33,362 | $33,362 |
| CROP INSURANCE PROCEEDS | $9,925 | $9,925 | $9,925 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $1,047 | Amt |
| Net Investment Income | $1,047 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $31,843 | $31,843 | $0 |
| EXCISE TAX | $1,603 | $0 | $0 |
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