EVAH C CRAY RESIDUARY CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EVAH C CRAY RESIDUARY CHARITABLE TR (EIN 48-6320070)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-09-15
- IRS object ID
- 201532589349100423
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-15T14:19:37-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481185718 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATSY A PORTER CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 N 6TH ST | AddressLine1Txt |
| City | ATCHISON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 660022453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486320070 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVAH C CRAY RESIDUARY CHARITABLE TR | BusinessNameLine1Txt |
| Business Name Line2 | C/O RAYMOND JAMES TRUST NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAH | BusinessNameControlTxt |
| Phone | 7858410154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3320 PETERSON ROAD | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7858410154 | PhoneNum |
| Signature | 2015-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATSY A PORTER CPA | PreparerPersonNm |
| PTIN | P00144059 | PTIN |
| Phone | 9133672707 | PhoneNum |
| Preparation | 2015-09-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,309,402 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,786 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $83,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $170,836 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $815,877 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $79,628 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79,628 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $370,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,165 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,565 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $285 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,064 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,458 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,606 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $614 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $68 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,596 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,959 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $207,666 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $207,666 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $247,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $123,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,528 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $60,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $197,868 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,868 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $30,277 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,903 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,874 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,499,739 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,446,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,895,830 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $282,906 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $180,244 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $180,045 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $864,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,905 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,785 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,737,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,861,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,309,402 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,318,926 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,318,926 | CapitalStockEOYAmt |
| Retained Earning BOY | -$1,581,298 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,457,773 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,737,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,861,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,737,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,861,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,737,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $123,525 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,861,153 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,861,153 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $198,938 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,741,318 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053173 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $170,484 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,600,184 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047354 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $181,621 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,786,107 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047970 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $193,027 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,812,999 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $235,486 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,205,799 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073456 | DistributionYr5Rt |
| Total Distribution | 0.272576 | TotalDistributionRt |
| Average Distribution | 0.054515 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,742,401 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $204,017 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,275 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $205,292 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $211,625 | 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 | $1,275 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,275 | SubtotalAmt |
| Tax Based On Investment Income | $1,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,215 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,215 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,940 | OverpaymentAmt |
| Applied To ES Tax | $1,940 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND JAMES TRUST NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7858410154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3320 PETERSON ROAD SUITE 101 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CLOUD L CRAY JR | ||||||||
| 20045 266TH ROAD | ATCHISON | KS | 66002 | CO TRUSTEE | 1.00 | $0 | $0 | $0 |
| JERI KURTH | ||||||||
| 202 MORNINGSIDE | ATCHISON | KS | 66002 | CO TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUNE LYNN | ||||||||
| 410 KEARNEY | ATCHISON | KS | 66002 | CO TRUSTEE | 1.00 | $0 | $0 | $0 |
| RAYMOND JAMES TRUST NA | ||||||||
| 3320 PETERSON RD SUITE 101 | LAWRENCE | KS | 66049 | CO TRUSTEE | 40.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,670,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,799,392 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,799,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,991 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,742,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,275 | TotalTaxAmt |
| Distributable Before Adj | $185,845 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $185,845 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $185,845 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,625 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $211,625 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,275 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $210,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,845 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $80,362 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,245 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $13,157 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $98,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,625 | QualifyingDistributionsAmt |
| Applied To Current Year | $185,845 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,780 | RemainingDistriFromCorpusAmt |
| Total Corpus | $124,544 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $80,362 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,182 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,245 | ExcessFromYear4Amt |
| Excess From Year1 | $13,157 | ExcessFromYear1Amt |
| Excess From Current Year | $25,780 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RAYMOND JAMES TRUST NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3320 PETERSON ROAD SUITE 101 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7858410154 | RecipientPhoneNum |
| Form And Info And Materials | PURSUANT TO THE RULES ESTABLISHED BY THE TRUSTEES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS WITHIN THE STATE OF KANSAS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FAITH COUNSELING CENTER | |||||||
| 1225 N 2ND STREET | ATCHISON | KS | 66002 | NONE | 509 (A)(1) | OPERATION OF COUNSELING CENTER | $5,000 |
| AMELIA EARHART FESTIVAL | |||||||
| 200 S 10TH STREET | ATCHISON | KS | 66002 | NONE | 509 (A)(1) | EXPENSES RELATED TO AMELIA FESTIVAL | $25,000 |
| ATCHISON CHILD CARE ASSOC | |||||||
| 1326 KANSAS AVENUE | ATCHISON | KS | 66002 | NONE | 509 (A)(1) | OPERATION OF CHILD CARE CENTER | $4,500 |
| ATCHISON COUNTY HISTORICAL SOCIETY | |||||||
| 200 S 10TH STREET | ATCHISON | KS | 66002 | NONE | 509 (A) (1) | OPERATION OF HISTORICAL MUSEUM | $5,000 |
| ATCHISON FAMILY YMCA | |||||||
| 321 COMMERCIAL STREET | ATCHISON | KS | 66002 | NONE | 509 (A) (1) | OPERATION OF LOCAL YMCA | $10,000 |
| BENEDICTINE COLLEGE | |||||||
| 1020 N 2ND STREET | ATCHISON | KS | 66002 | NONE | 501 (C)(3) | OPERATION OF THE COLLEGE | $10,000 |
| BITTERSWEET HOMESTEAD | |||||||
| 3181 CHAUTAUQUA ROAD | HOLTON | KS | 66436 | NONE | 509 (A)(1) | OPERATION OF HOMESTEAD ACTIVITIES | $2,000 |
| EVAH C CRAY HISTORICAL HOME MUSEUM | |||||||
| 805 N 5TH STREET | ATCHISON | KS | 66002 | BENEFICIARY | 4942(J)(3) | OPERATION OF MUSEUM & CARRIAGE SHOPP | $98,666 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 302 N 5TH STREET | ATCHISON | KS | 66002 | NONE | 509 (A) (1) | CAPITAL IMPROVEMENTS | $10,000 |
| HAPPY HEARTS INC | |||||||
| PO BOX 101 | ATCHISON | KS | 66002 | NONE | 509 (A)(1) | OPERATION OF ADULT LEARNING CENTER | $10,000 |
| PROJECT CONCERN | |||||||
| 504 KANSAS AVENUE | ATCHISON | KS | 66002 | NONE | 509 (A) (1) | OPERATION OF SENIOR CENTER | $7,500 |
| THE HUMANE SOCIETY OF ATCHISON | |||||||
| 100 N 21ST STREET | ATCHISON | KS | 66002 | NONE | 509 (A)(1) | OPERATION OF ANIMAL SHELTER | $5,000 |
| THEATRE ATCHISON INC | |||||||
| 302 N 5TH STREET | ATCHISON | KS | 66002 | NONE | 509 (A)(1) | OPERATION OF COMMUNITY THEATRE | $10,000 |
| DOVES | |||||||
| PO BOX 262 | ATCHISON | KS | 66002 | NONE | 509 (A) (1) | OPERATION OF DOMESTIC VIOLENCE SHELT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $207,666 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,537 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,628 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,049 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,787 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $332,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,787 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $334,001 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAY EDUCATIONAL TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20045 266TH ROAD | AddressLine1Txt |
| City | ATCHISON | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $36,786 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | COMMON STOCK | $27,305 | 2014-08-21 |
| 1 | FIXED INCOME FUNDS | $7,923 | 2014-08-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $2,565 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $285 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (20 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 25,000 SH FHLMC | 2013-01 | PURCHASE | 2014-08 | $25,000 | $25,000 | |
| 25,000 SH JOHN DEERE CAP CORP | 2013-01 | PURCHASE | 2014-09 | $25,480 | $25,082 | $398 |
| 664 SH BLACKROCK EQUITY | 2014-08 | DONATION | 2014-09 | $17,143 | $11,884 | $5,259 |
| 3,614 SH FRANKLIN INTERNATIONAL SMA | 2013-01 | PURCHASE | 2014-09 | $79,900 | $75,000 | $4,900 |
| 1,023 OPPENHEIMER DEVELOPING MARKET | 2013-01 | PURCHASE | 2014-09 | $41,256 | $31,728 | $9,528 |
| 2,828 SH SCOUT INTERNATION FUND | 2013-01 | PURCHASE | 2014-09 | $104,907 | $77,130 | $27,777 |
| 4,277 SH OAKMARK INTERNATIONAL FUND | 2013-01 | PURCHASE | 2014-09 | $110,810 | $95,029 | $15,781 |
| 725 SH ALLSTATE CORP | 2013-01 | PURCHASE | 2014-09 | $45,168 | $21,064 | $24,104 |
| 275 SH BOEING CO INC | 2013-01 | PURCHASE | 2014-09 | $35,368 | $29,253 | $6,115 |
| 730 SH AT&T INC | 2013-01 | PURCHASE | 2014-09 | $25,608 | $19,913 | $5,695 |
| 550 SH WALT DISNEY CO | 2013-01 | PURCHASE | 2014-09 | $49,648 | $29,157 | $20,491 |
| 1,000 HARTFORD FINANCIAL SERVICES | 2013-01 | PURCHASE | 2014-09 | $37,879 | $24,312 | $13,567 |
| 800 SH JP MORGAN CHASE & CO | 2013-01 | PURCHASE | 2014-09 | $49,016 | $30,784 | $18,232 |
| 280 SH MCDONALDS CORP | 2013-01 | PURCHASE | 2014-09 | $26,166 | $15,920 | $10,246 |
| 549 SH ISHARES IBOXX INV | 2013-01 | PURCHASE | 2014-09 | $64,512 | $57,562 | $6,950 |
| 25,000 SH WELLS FARGO | 2013-01 | PURCHASE | 2014-10 | $25,000 | $25,000 | |
| .5 SH HALYARD HEALTH | 2013-01 | PURCHASE | 2014-11 | $18 | $12 | $6 |
| 25,000 SH JP MORGAN CHASE | 2013-01 | PURCHASE | 2015-01 | $25,000 | $25,000 | |
| 25,000 SH BOEING CO | 2013-01 | PURCHASE | 2015-02 | $25,000 | $25,000 | |
| GOVERNMENT NATIONAL MTG ASSN 003383 | 2013-01 | PURCHASE | 2015-06 | $2,998 | $1,211 | $1,787 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOEING CO DTD 7/28/2009 3.5% | ||
| JP MORGAN CHASE & CO | ||
| WELLS FARGO & CO MTN | ||
| CATERPILLAR FINANCIAL SERVICES CORP | $25,227 | $25,331 |
| COCA COLA CO | $25,554 | $26,070 |
| INTEL CORP | $25,217 | $25,265 |
| JOHN DEERE CAPITAL CORP | ||
| MCDONALDS CORP | $28,620 | $27,401 |
| OCCIDENTAL PETROLEUM CORP | $24,862 | $25,227 |
| TEXAS INSTRUMENTS INC | $25,475 | $25,407 |
| VERIZON COMMUNICATIONS | ||
| AT&T INC | $25,289 | $25,344 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $19,577 | $39,264 |
| ABBVIE INC | $21,230 | $53,752 |
| AIR PRODUCTS AND CHEMICALS INC | $16,885 | $30,787 |
| ALLSTATE CORP | ||
| ANHEUSER-BUSCH | $28,570 | $39,218 |
| APPLE INC | $33,495 | $87,798 |
| AT&T | ||
| BAXTER INTERNATIONAL | $10,485 | $34,965 |
| BOEING CO | ||
| BRISTOL MYERS SQUIBB CO | $23,388 | $48,242 |
| CHEVRON TEXACO CORP | ||
| CME GROUP INC | $32,833 | $41,877 |
| CONTINENTAL RESOURCES INC | $27,836 | $29,673 |
| CVS CAREMARK CORPORATION | $15,068 | $41,952 |
| CALIFORNIA RES CORPORATION | $1,027 | $785 |
| CHEVRON CORP | $11,368 | $26,529 |
| DISNEY WALT CO | ||
| DU PONT E I DE NEMOURS & CO | $21,328 | $25,580 |
| DUKE ENERGY HOLDING | $19,851 | $30,014 |
| EATON CORP PLC | ||
| ECOLAB INC | $31,676 | $33,921 |
| EXXONMOBIL CORP | $20,307 | $24,960 |
| FIRST TRUST ENERGY INCOME | $1,400 | $1,256 |
| GENERAL ELECTRIC CO | $25,586 | $31,884 |
| GILEAD SCIENCES INC | $24,268 | $58,540 |
| GOLDMAN SACHS MLP ENERGY | $275,000 | $225,403 |
| HALYARD HEALTH INC | $857 | $1,499 |
| HARTFORD FINANCIAL SERVICES GROUP | ||
| HOME DEPOT | $18,374 | $77,791 |
| INTERACTIVE CORP | $29,471 | $47,796 |
| IBM | $21,045 | $26,839 |
| JP MORGAN CHASE & CO | ||
| KLA INSTRUMENTS CORP | $31,565 | $28,105 |
| KIMBERLY CLARK CORP | $20,040 | $31,791 |
| LKCM SMALL CAP EQUITY | $90,798 | $107,685 |
| LINCOLN NATIONAL CORP | $24,265 | $44,415 |
| MASCO CORP | $27,331 | $37,338 |
| MASTERCARD INC - CLASS A | $29,993 | $56,088 |
| MCDONALDS | ||
| MGP INGREDIENTS INC | $1,144,472 | $1,737,842 |
| NEXTERA ENERGY INC | $23,991 | $34,311 |
| OCCIDENTAL PETROLEUM CORP | $28,443 | $25,275 |
| PEPSICO INC | $4,376 | $28,002 |
| PRINCIPAL MID CAP FUND | $102,319 | $154,747 |
| PROCTER & GAMBLE CO | $25,418 | $25,428 |
| PRUDENTIAL FINANCIAL INC | $28,385 | $30,632 |
| QUALCOMM INC | $27,615 | $31,315 |
| ROCHE HOLDING LTD | $24,996 | $42,084 |
| SALESFORCE INC | $35,276 | $47,000 |
| SCHLUMBERGER LTD | $24,580 | $28,012 |
| SCOUT MID CAP FUND | $135,030 | $188,410 |
| SOUTHWEST AIRLINES | $35,055 | $53,771 |
| SPECTRA ENERGY CORP | $21,692 | $22,820 |
| STARBUCKS CORP | $28,433 | $48,254 |
| TJX COS INC | $12,112 | $43,011 |
| THERMO FISHER SCIENTIFIC | $32,760 | $45,416 |
| TORTOISE ENERGY INFRASTRUCTURE | $44,134 | $46,138 |
| TOUCHSTONE SANDS CAPITAL | $9,909 | $11,107 |
| TWENTY-FIRST CENTURY FOX INC | $34,554 | $32,545 |
| US BANCORP DEL | $30,242 | $39,060 |
| UNION PACIFIC CORP | $30,853 | $47,685 |
| UNITED PARCEL SERVICE B | $33,798 | $43,610 |
| UNITED TECHNOLOGIES CORP | $20,915 | $33,279 |
| UNITED HEALTH GROUP INC | $27,583 | $67,100 |
| VF CORP | $12,677 | $48,818 |
| VANGUARD VIPERS | $281,401 | $289,797 |
| WALTHAUSEN SMALL CAP VALUE | $176,918 | $196,316 |
| WELLS FARGO & CO | $21,329 | $52,866 |
| EATON CORP | $32,049 | $35,432 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,903 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,874 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DODGE & COX | AT COST | $5,988 | $5,881 |
| FRANKLIN INTL SMALL CAP GROWTH | AT COST | ||
| ISHARES IBOXX INVESTMENT GRADE | AT COST | ||
| LKCM SMALL CAP EQUITY FUND | AT COST | ||
| OAKMARK INTERNATIONAL FUND CLASS I | AT COST | ||
| OPPENHEIMER DEVELOPING MKTS CL Y | AT COST | ||
| PRINCIPAL MIDCAP CLASS I | AT COST | ||
| SCOUT INTERNATIONAL FUND | AT COST | ||
| SCOUT MID CAP FUND | AT COST | ||
| SCOUT UNCONSTRAINED BOND FUND CLASS | AT COST | $26,917 | $25,904 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | AT COST | ||
| VANGUARD REIT VIPERS ETF | AT COST | ||
| WALTHAUSEN SMALL CAP VALUE FUND | AT COST |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $79,628 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $79,628 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER INVESTMENT FEES | CategoryTxt |
| Amt | $36,064 | Amt |
| Net Investment Income | $32,458 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,606 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $682 | Amt |
| Net Investment Income | $614 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $68 | DisbursementsCharitablePrpsAmt |
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