EVAH C CRAY RESIDUARY CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EVAH C CRAY RESIDUARY CHARITABLE TR (EIN 48-6320070)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-12
- IRS object ID
- 201403469349100305
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-12T11:24:38-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 N 6TH ST | AddressLine1 |
| City | ATCHISON | City |
| State | KS | State |
| ZIP Code | 660022453 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O RAYMOND JAMES TRUST NA | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | LAWRENCE | City |
| State | KS | State |
| ZIP Code | 66049 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7858410154 | PhoneNum |
| Signature | 2014-12-02 | 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 | 2014-12-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,443,919 | 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 | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,339 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $475,876 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $26,364 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,364 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $141,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,710 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,910 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,619 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,291 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,509 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,358 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $151 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,206 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,985 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $221 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,375 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $198,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,273 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,653 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,653 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $111,573 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $30,277 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $32,156 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,428,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,499,739 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,905,174 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $312,825 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $282,906 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $284,922 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $834,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $864,053 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,161,014 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,837,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,737,628 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,443,919 | 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 | -$1,481,028 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,581,298 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,837,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,737,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,837,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,737,628 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,837,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,107 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,744,791 | SubtotalAmt |
| Other Decreases | $7,163 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,737,628 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $170,484 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,600,184 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047354 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $181,621 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,786,107 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047970 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $193,027 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,812,999 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050623 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $235,486 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,205,799 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073456 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $329,881 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,737,378 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088265 | DistributionYr5Rt |
| Total Distribution | 0.307668 | TotalDistributionRt |
| Average Distribution | 0.061534 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,741,318 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $230,218 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $643 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $230,861 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $198,938 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,285 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,285 | SubtotalAmt |
| Tax Based On Investment Income | $1,285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,215 | OverpaymentAmt |
| Applied To ES Tax | $3,215 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LAWRENCE | City |
| State | KS | State |
| ZIP Code | 66049 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| UMB BANK TRUST DEPARTMENT | ||||||||
| 1010 GRAND AVENUE | KANSAS CITY | MO | 64106 | CO TRUSTEE | 6.00 | $32,910 | $0 | $0 |
| 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 | 6.00 | $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 | $3,692,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,798,292 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,798,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,741,318 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,285 | TotalTaxAmt |
| Distributable Before Adj | $185,781 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $185,781 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $185,781 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $198,938 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $198,938 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $198,938 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,781 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $68,599 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $80,362 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,245 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $154,206 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $198,938 | QualifyingDistributionsAmt |
| Applied To Current Year | $185,781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,157 | RemainingDistriFromCorpusAmt |
| Total Corpus | $167,363 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $68,599 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $98,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $80,362 | ExcessFromYear4Amt |
| Excess From Year3 | $5,245 | ExcessFromYear3Amt |
| Excess From Current Year | $13,157 | 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 | AddressLine1 |
| City | LAWRENCE | City |
| State | KS | State |
| ZIP Code | 66049 | ZIPCode |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $15,000 |
| ATCHISON CHILD CARE ASSOC | |||||||
| 1326 KANSAS AVENUE | ATCHISON | KS | 66002 | NONE | 509 (A)(1) | OPERATION OF CHILD CARE CENTER | $5,000 |
| 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 |
| CATHOLIC CHARITIES | |||||||
| 220 S 9TH STREET | KANSAS CITY | KS | 66101 | NONE | 509 (A)(1) | OPERATION OF ORGANIZATION | $7,500 |
| EVAH C CRAY HISTORICAL HOME MUSEUM | |||||||
| 805 N 5TH STREET | ATCHISON | KS | 66002 | BENEFICIARY | 4942(J)(3) | OPERATION OF MUSEUM & CARRIAGE SHOPP | $93,000 |
| 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) | PURCHASE OF NEW VEHICLE | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,339 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,364 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,558 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,710 | ExclusionAmt |
| Related Or Exempt Function Incm | $41,558 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,268 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| UMB BANK TRUST DEPARTMENT |
| CLOUD L CRAY JR |
| JERI KURTH |
| JUNE LYNN |
| RAYMOND JAMES TRUST NA |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (24 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 10 SH INTERNATIONAL BUSINESS MACHINE | 2012-01 | PURCHASE | 2013-07 | $1,942 | $1,275 | $667 |
| 25 SH UNITED TECHNOLOGIES CORP | 2012-01 | PURCHASE | 2013-07 | $2,506 | $1,743 | $763 |
| 10 SH APPLE INC | 2012-01 | PURCHASE | 2013-07 | $4,283 | $3,350 | $933 |
| 50 SH UNITEDHEALTH GROUP INC | 2012-01 | PURCHASE | 2013-07 | $3,605 | $2,599 | $1,006 |
| 95 SH DUKE ENERGY HLDG CORP | 2012-01 | PURCHASE | 2013-07 | $6,786 | $4,813 | $1,973 |
| 25,000 SH FEDERAL HOME LOAN BANK | 2012-01 | PURCHASE | 2013-08 | $25,000 | $25,031 | -$31 |
| 50,000 SH FEDERAL FARM CREDIT BANK | 2012-01 | PURCHASE | 2013-09 | $50,000 | $50,378 | -$378 |
| 800 SH ORACLE CORP | 2012-01 | PURCHASE | 2013-09 | $26,989 | $25,520 | $1,469 |
| 200 SH ALLERGAN INC | 2012-01 | PURCHASE | 2013-10 | $17,943 | $14,679 | $3,264 |
| 750 SH CENTURYLINK | 2012-01 | PURCHASE | 2013-10 | $24,886 | $28,629 | -$3,743 |
| 300 SH TARGET CORP | 2012-01 | PURCHASE | 2013-10 | $19,185 | $1,822 | $17,363 |
| 1,000 SH MAXIM INTEGRATED PRODUCTS I | 2012-01 | PURCHASE | 2013-10 | $30,450 | $26,366 | $4,084 |
| 300 SH PHILIP MORRIS INTERNATIONAL I | 2012-01 | PURCHASE | 2013-11 | $26,853 | $22,819 | $4,034 |
| 1,500 SH EMC CORP | 2012-01 | PURCHASE | 2013-11 | $35,833 | $32,280 | $3,553 |
| 100 SH TWENTY-FIRSTCENTURY FOX | 2012-01 | PURCHASE | 2013-12 | $3,282 | $3,493 | -$211 |
| 200 SH KLA-TENCOR CORP | 2012-01 | PURCHASE | 2013-12 | $12,392 | $12,750 | -$358 |
| 200 SH DUKE ENERGY HLDG CORP | 2012-01 | PURCHASE | 2014-01 | $13,528 | $9,531 | $3,997 |
| 900 SH WEYERHAUSER CORP | 2012-01 | PURCHASE | 2014-01 | $27,603 | $27,164 | $439 |
| 1,359.804 SH OPPENHEIMER DEVELOPING | 2012-01 | PURCHASE | 2014-01 | $49,932 | $44,710 | $5,222 |
| 190 SH TJX COS INC | 2012-01 | PURCHASE | 2014-01 | $10,942 | $3,541 | $7,401 |
| 25 SH APPLE INC | 2012-01 | PURCHASE | 2014-01 | $12,500 | $16,420 | -$3,920 |
| 675 SH WHOLE FOODS MARKET INC | 2012-01 | PURCHASE | 2014-03 | $36,184 | $41,842 | -$5,658 |
| 25,000 SH VERIZON COMMUNICATIONS INC | 2012-01 | PURCHASE | 2014-03 | $29,251 | $29,470 | -$219 |
| GOVERNMENT NATIONAL MTG ASSN 003383 | 2012-01 | PURCHASE | 2014-06 | $4,001 | $4,093 | -$92 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOEING CO DTD 7/28/2009 3.5% | $25,343 | $25,484 |
| JP MORGAN CHASE & CO | $25,013 | $25,443 |
| WELLS FARGO & CO MTN | $25,205 | $25,215 |
| CATERPILLAR FINANCIAL SERVICES CORP | $25,318 | $25,686 |
| COCA COLA CO | $25,638 | $26,253 |
| INTEL CORP | $25,329 | $25,653 |
| JOHN DEERE CAPITAL CORP | $25,092 | $25,570 |
| MCDONALDS CORP | $29,789 | $28,551 |
| OCCIDENTAL PETROLEUM CORP | $24,862 | $25,463 |
| TEXAS INSTRUMENTS INC | $25,902 | $25,842 |
| VERIZON COMMUNICATIONS | ||
| AT&T INC | $25,415 | $25,762 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $19,577 | $32,720 |
| ABBVIE INC | $21,230 | $45,152 |
| AIR PRODUCTS AND CHEMICALS INC | $16,885 | $28,940 |
| ALLERGAN INC | ||
| ALLSTATE CORP | $21,064 | $42,572 |
| ANHEUSER-BUSCH | $28,570 | $37,356 |
| APPLE INC | $33,495 | $65,051 |
| AT&T | $19,913 | $25,813 |
| BAXTER INTERNATIONAL | $10,485 | $36,150 |
| BOEING CO | $29,253 | $34,988 |
| BRISTOL MYERS SQUIBB CO | $23,388 | $35,170 |
| CENTURYLINK INC | ||
| CHEVRON TEXACO CORP | $11,368 | $35,901 |
| CME GROUP INC | $32,833 | $31,928 |
| CONTINENTAL RESOURCES INC | $27,836 | $55,314 |
| CVS CAREMARK CORPORATION | $15,068 | $30,148 |
| DISNEY WALT CO | $29,157 | $47,157 |
| DU PONT E I DE NEMOURS & CO | $21,328 | $26,176 |
| DUKE ENERGY HOLDING | $19,851 | $31,531 |
| EATON CORP PLC | $32,049 | $40,520 |
| EMC CORP | ||
| ECOLAB INC | $31,676 | $33,402 |
| EXXONMOBIL CORP | $20,307 | $30,204 |
| GENERAL ELECTRIC CO | $25,586 | $31,536 |
| GILEAD SCIENCES INC | $24,268 | $41,455 |
| HARTFORD FINANCIAL SERVICES GROUP | $24,312 | $35,810 |
| HOME DEPOT | $18,374 | $56,672 |
| INTERACTIVE CORP | $29,471 | $41,538 |
| IBM | $21,045 | $29,910 |
| JP MORGAN CHASE & CO | $30,784 | $46,096 |
| KLA INSTRUMENTS CORP | $31,565 | $36,320 |
| KIMBERLY CLARK CORP | $20,908 | $33,366 |
| LINCOLN NATIONAL CORP | $24,265 | $38,580 |
| MASCO CORP | $27,331 | $31,080 |
| MASTERCARD INC - CLASS A | $29,993 | $44,082 |
| MAXIM INTEGRATED PRODUCTS INC | ||
| MCDONALDS | $15,921 | $28,207 |
| MGP INGREDIENTS INC | $1,144,472 | $822,427 |
| NEXTERA ENERGY INC | $23,991 | $35,868 |
| OCCIDENTAL PETROLEUM CORP | $29,471 | $33,355 |
| ORACLE CORP | ||
| PEPSICO INC | $4,376 | $26,802 |
| PHILIP MORRIS INTERNATIONAL INC | ||
| PROCTER & GAMBLE CO | $25,418 | $25,542 |
| PRUDENTIAL FINANCIAL INC | $28,385 | $31,070 |
| QUALCOMM INC | $27,615 | $39,600 |
| ROCHE HOLDING LTD | $24,996 | $44,760 |
| SALESFORCE INC | $35,276 | $39,204 |
| SCHLUMBERGER LTD | $24,580 | $38,334 |
| SOUTHWEST AIRLINES | $35,055 | $43,648 |
| SPECTRA ENERGY CORP | $21,692 | $29,736 |
| STARBUCKS CORP | $28,433 | $34,821 |
| TARGET CORP | ||
| TJX COS INC | $12,112 | $34,548 |
| THERMO FISHER SCIENTIFIC | $32,760 | $41,300 |
| TWENTY-FIRST CENTURY FOX INC | $34,554 | $35,150 |
| UNION PACIFIC CORP | ||
| UNITED PARCEL SERVICE INC | ||
| UNITED TECHNOLOGIES CORP | ||
| UNITEDHEALTH GROUP INC | ||
| US BANCORP DEL | $30,242 | $38,988 |
| UNION PACIFIC CORP | $30,853 | $49,875 |
| UNITED PARCEL SERVICE B | $33,798 | $46,197 |
| UNITED TECHNOLOGIES CORP | $20,915 | $34,635 |
| UNITED HEALTH GROUP INC | $27,583 | $44,963 |
| VF CORP | $12,677 | $44,100 |
| WELLS FARGO & CO | $21,329 | $49,406 |
| WEYERHAEUSER CO |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $30,277 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $32,156 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCOUT INTERNATIONAL FUND | AT COST | $77,130 | $106,944 |
| SCOUT MID CAP FUND | AT COST | $104,888 | $184,211 |
| ISHARES IBOXX INVESTMENT GRADE | AT COST | $57,562 | $65,474 |
| LKCM SMALL CAP EQUITY FUND | AT COST | $78,146 | $103,034 |
| OPPENHEIMER DEVELOPING MKTS CL Y | AT COST | $31,728 | $40,744 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | AT COST | $44,134 | $61,813 |
| SCOUT UNCONSTRAINED BOND FUND CLASS | AT COST | $24,958 | $24,724 |
| FRANKLIN INTL SMALL CAP GROWTH | AT COST | $75,000 | $84,128 |
| OAKMARK INTERNATIONAL FUND CLASS I | AT COST | $95,029 | $115,044 |
| PRINCIPAL MIDCAP CLASS I | AT COST | $92,928 | $136,904 |
| VANGUARD REIT VIPERS ETF | AT COST | $32,550 | $37,420 |
| WALTHAUSEN SMALL CAP VALUE FUND | AT COST | $150,000 | $200,574 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,509 | LegalFeesAmt |
| Net Investment Income | $1,358 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $151 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ESTIMATED TAXES PAID | $4,500 |
| FEDERAL BALANCE DUE PAID | $2,663 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $26,364 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,364 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER INVESTMENT FEES | CategoryTxt |
| Amt | $2,206 | Amt |
| Net Investment Income | $1,985 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $221 | DisbursementsCharitablePrpsAmt |
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