Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 07-01-2011 , and ending 06-30-2012
G
Check all that apply:
Name of foundation
EVAH C CRAY RESIDUARY CHARITABLE TR
C/O UMB BANK KRISTEN COMMENT

Number and street (or P.O. box number if mail is not delivered to street address)1010 GRAND BOULEVARD   Room/suite
City or town, state, and ZIP code
KANSAS CITY, MO64106
A Employer identification number

48-6320070
B Telephone number (see page 10 of the instructions)

(913) 367-3412
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,451,064
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 72 72  
4 Dividends and interest from securities...... 71,693 71,693  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,852
b Gross sales price for all assets on line 6a 994,501
7 Capital gain net income (from Part IV, line 2)... 33,852
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 12,268 12,268  
12 Total. Add lines 1 through 11........ 117,885 117,885  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,138 32,554   2,614
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,650 2,385   265
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,788 34,939   2,879
25 Contributions, gifts, grants paid........ 178,742 178,742
26 Total expenses and disbursements. Add lines 24 and 25 217,530 34,939   181,621
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -99,645
b Net investment income (if negative, enter -0-) 82,946
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 367,121 2,718 2,718
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 220,685 Click to see attachment139,739 141,741
b Investments—corporate stock (attach schedule)........ 1,999,218 Click to see attachment2,198,683 1,669,200
c Investments—corporate bonds (attach schedule)........ 199,967 Click to see attachment437,211 453,783
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,108,488 Click to see attachment1,014,331 1,183,622
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,895,479 3,792,682 3,451,064
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 5,318,936 5,318,936
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds -1,423,457 -1,526,254
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,895,479 3,792,682
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,895,479 3,792,682
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 3,895,479
2 Enter amount from Part I, line 27a..................... 2 -99,645
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,795,834
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 3,152
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,792,682
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 3M CORP P 2010-01-01 2011-11-10
b ISHARES SMALL CAP P 2010-07-19 2011-09-15
c ZIMMER HOLDINGS INC P 2010-01-01 2011-08-19
d ALTERA CORP P 2010-01-01 2011-11-10
e NORFOLD SOUTHER CORP P 2011-01-01 2012-06-22
BROADCOM CORP P 2012-04-10 2012-06-06
NORTHERN TRUST CORP P 2010-01-01 2011-11-16
CARDINAL HEALTH P 2011-07-28 2012-03-07
ORACLE CORP P 2011-01-01 2012-04-10
DEERE & COMPANY P 2011-01-01 2012-03-09
PEABODY ENERGY CORP P 2010-01-01 2011-12-27
DIAMOND HILL FUNDS P 2010-01-01 2011-08-19
SCOUT INTERNATIONAL FUND P 2010-01-01 2011-08-29
EMC CORP P 2010-01-01 2011-11-10
SCOUT INTERNATIONAL FUND P 2010-01-01 2011-09-16
ERICSSON LM P 2010-07-19 2011-11-10
SCOUT INTERNATIONAL FUND P 2010-01-01 2011-11-01
FEDERAL FARM CREDIT BANKS P 2011-01-01 2012-01-17
SCOUT MID CAP FUND P 2010-01-01 2011-09-16
FEDERAL HOME LOAN BANK 10/14/11 P 2010-01-01 2011-10-14
T ROWE GROUP INC P 2010-01-01 2011-11-02
FEDERAL HOME LOAN BANK 7/28/11 P 2011-08-02 2011-10-28
THE MOSAIC COMPANY P 2011-02-23 2011-12-28
GOOGLE INC P 2011-01-01 2012-01-20
THERMO FISHER SCIENTIFIC P 2010-01-01 2011-11-15
GOV'T NAT'L MTG ASSN 003383 P 2010-01-01 2011-06-30
TOUCHSTONE EMERGING MARKETS P 2011-12-29 2012-04-20
GOV'T NAT'L MTG ASSN 448952 P 2010-01-01 2011-06-30
UNITED STATES TREASURY NOTES P 2010-01-01 2011-12-15
ISHARES MID CAP P 2010-01-01 2011-09-15
VANGUARD EMERGING MARKETS P 2010-01-01 2011-12-28
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 17,655   18,043 -388
b 50,151   42,938 7,213
c 16,039   16,577 -538
d 23,437   13,841 9,596
e 27,995   22,199 5,796
20,357   21,795 -1,438
10,768   13,713 -2,945
20,532   21,745 -1,213
20,354   10,820 9,534
8,003   8,893 -890
14,424   17,625 -3,201
186,694   178,391 8,303
40,313   41,331 -1,018
28,617   21,354 7,263
25,856   27,004 -1,148
14,760   17,640 -2,880
30,861   31,081 -220
50,000   50,897 -897
51,134   43,986 7,148
25,000   25,044 -44
23,473   25,411 -1,938
25,000   24,991 9
36,534   54,328 -17,794
5,829   4,846 983
22,715   22,870 -155
4,763   4,872 -109
56,013   50,000 6,013
239   239  
50,000   50,119 -119
49,110   39,060 10,050
37,875   38,996 -1,121
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -388
b       7,213
c       -538
d       9,596
e       5,796
      -1,438
      -2,945
      -1,213
      9,534
      -890
      -3,201
      8,303
      -1,018
      7,263
      -1,148
      -2,880
      -220
      -897
      7,148
      -44
      -1,938
      9
      -17,794
      983
      -155
      -109
      6,013
       
      -119
      10,050
      -1,121
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 33,852
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3 -14,423
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 193,027 3,812,999 0.050623
2009 235,486 3,205,799 0.073456
2008 329,881 3,737,378 0.088265
2007 325,585 5,373,197 0.060594
2006 198,508 6,389,649 0.031067
2 Total of line 1, column (d) ...................... 2 0.304005
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.060801
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 3,786,107
5 Multiply line 4 by line 3....................... 5 230,199
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 829
7 Add lines 5 and 6......................... 7 231,028
8 Enter qualifying distributions from Part XII, line 4.............. 8 181,621
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,659
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 1,659
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,659
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 2,868
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,868
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,209
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet1,209 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletKS
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKRISTEN COMMENT Telephone no.bullet (816) 860-7711
    Located atbullet1010 GRAND AVENUEKANSAS CITYMO ZIP+4bullet64106
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    UMB BANK TRUST DEPTClick to see attachment CO TRUSTEE
    6.00
    36,138 0 0
    1010 GRAND AVENUE
    KANSAS CITY,MO64106
    CLOUD L CRAY JRClick to see attachment CO TRUSTEE
    1.00
    0 0 0
    POTATO HILL
    ATCHISON,KS66002
    JERI KURTHClick to see attachment CO TRUSTEE
    1.00
    0 0 0
    202 MORNINGSIDE
    ATCHISON,KS66002
    JUNE LYNNClick to see attachment CO TRUSTEE
    1.00
    0 0 0
    410 KEARNEY
    ATCHISON,KS66002
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,658,843
    b
    Average of monthly cash balances.......................
    1b
    184,920
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,843,763
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,843,763
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    57,656
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,786,107
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    189,305
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    189,305
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    1,659
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,659
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    187,646
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    187,646
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    187,646
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    181,621
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    181,621
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    181,621
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2010
    (c)
    2010
    (d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 187,646
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008....... 79,826
    d From 2009....... 80,362
    e From 2010....... 5,245
    fTotal of lines 3a through e......... 165,433
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 181,621
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
     
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
     
    d Applied to 2011 distributable amount..... 181,621
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011. 6,025 6,025
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 159,408
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
     
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
     
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
     
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
     
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......
    159,408
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008.... 73,801
    c Excess from 2009.... 80,362
    d Excess from 2010.... 5,245
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    UMB BANK TRUST DEPARTMENT
    1010 GRAND AVENUE
    KANSAS CITY,MO64106
    (816) 860-7711
    bThe form in which applications should be submitted and information and materials they should include:
    PURSUANT TO THE RULES ESTABLISHED BY THE TRUSTEES
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CHARITABLE ORGANIZATIONS WITHIN THE STATE OF KANSAS
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALL FAITH COUNSELING CENT
    1225 N 2ND STREET
    ATCHISON,KS66002
    NONE 509 (A)(1) CHARITABLE 2,500
    AMELIA EARHART FESTIVAL
    200 S 1OTH STREET
    ATCHISON,KS66002
    NONE 509 (A)(1) CHARITABLE 15,000
    ATCHISON CHILD CARE ASSOC
    1326 KANSAS AVENUE
    ATCHISON,KS66002
    NONE 509 (A)(1) EDUCATIONAL 3,000
    ATCHISON COMMUNITY HEALTH
    217 M STREET
    ATCHISON,KS66002
    NONE 509 (A)(1) CHARITABLE 7,500
    ATCHISON SPORTS ACTIVITIE
    221 N 6TH STREET
    ATCHISON,KS66002
    NONE 509 (A)(1) EDUCATIONAL 10,000
    BENEDICTINE COLLEGE
    1020 N 2ND STREET
    ATCHISON,KS66002
    NONE 501 (C)(3) EDUCATIONAL 10,000
    BITTERSWEET HOMESTEAD
    3181 CHAUTAUQUA ROAD
    HOLTON,KS66436
    NONE 509 (A)(1) CHARITABLE 5,000
    DOVES INC
    PO BOX 262
    ATCHISON,KS66002
    NONE 509 (A)(1) CHARITABLE 5,000
    EVAH C CRAY HISTORICAL H
    805 N 5TH STREET
    ATCHISON,KS66002
    BENEFICIARY 4942(J)(3) EDUCATIONAL 94,242
    HAPPY HEARTS INC
    PO BOX 101
    ATCHISON,KS66002
    NONE 509 (A)(1) EDUCATIONAL 5,000
    PROJECT CONCERN INC
    504 KANSAS AVENUE
    ATCHISON,KS66002
    NONE 509 (A)(1) CHARITABLE 4,000
    THE HUMANE SOCIETY OF ATC
    100 N 21ST STREET
    ATCHISON,KS66002
    NONE 509 (A)(1) CHARITABLE 10,000
    THEATRE ATCHISON INC
    302 N 5TH STREET
    ATCHISON,KS66002
    NONE 509 (A)(1) CHARITABLE 7,500
    Total .................................bullet 3a 178,742
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 72  
    4 Dividends and interest from securities....     14 71,693  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 12,268  
    8Gain or (loss) from sales of assets other than inventory     14 33,852  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   117,885  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13117,885
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O UMB BANK KRISTEN COMMENT
    EIN: 48-6320070
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 2,650 2,385   265

    TY 2011 CompensationExplanation
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O UMB BANK KRISTEN COMMENT
    EIN: 48-6320070
    Person Name Explanation
    UMB BANK TRUST DEPT  
    CLOUD L CRAY JR  
    JERI KURTH  
    JUNE LYNN  

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O UMB BANK KRISTEN COMMENT
    EIN: 48-6320070
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INTERNATIONAL BUSINESS MACHINES CORP 99,471 106,717
    BOEING CO DTD 7/28/2009 3.5% 25,351 26,772
    JP MORGAN CHASE & CO 25,013 26,077
    US BANCORP MTNS 24,915 25,235
    WELLS FARGO & CO MTN 25,217 26,395
    CATERPILLAR FINANCIAL SERVICES CORP 25,324 25,800
    COCA COLA CO 25,638 26,785
    INTEL CORP 25,347 25,908
    JOHN DEERE CAPITAL CORP 25,095 25,589
    MCDONALDS CORP 30,029 30,362
    OCCIDENTAL PETROLEUM CORP 24,862 25,422
    TEXAS INSTRUMENTS INC 25,902 26,289
    VERIZON COMMUNICATIONS 29,620 30,458
    AT&T INC 25,427 25,974

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O UMB BANK KRISTEN COMMENT
    EIN: 48-6320070
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CORP    
    ABBOTT LABORATORIES 40,807 51,576
    AIR PRODUCTS AND CHEMICALS INC 16,885 18,164
    ALLERGAN INC 14,679 18,514
    ALLSTATE CORP 21,064 25,440
    ALTERA CORP    
    APACHE CORPORATION 20,316 17,578
    APPLE INC 36,844 64,240
    AT&T 19,913 26,032
    BAXTER INTERNATIONAL 24,170 39,863
    BOEING CO 21,878 29,720
    BRISTOL MYERS SQUIBB CO 23,388 26,064
    CATERPILLAR INC DEL 18,773 27,596
    CENTURYLINK INC 40,734 41,465
    CHEVRON TEXACO CORP 11,368 29,013
    CVS CAREMARK CORPORATION 15,068 18,692
    DEERE & COMPANY 17,786 16,174
    DIGITAL REALTY TRUST 16,181 18,768
    DU PONT E I DE NEMOURS & CO 21,328 20,228
    DUKE ENERGY HOLDING 34,194 49,810
    EMC CORP    
    EMERSON ELECTRIC 21,813 26,784
    ERICSSON LM TELEPHONE CO ADR    
    EXXONMOBIL CORP 20,307 25,671
    GOOGLE INC CLASS A 19,383 23,203
    HOME DEPOT 18,374 37,093
    IBM 22,958 35,204
    INTEL CORP 29,345 32,246
    JPMORGAN CHASE & CO 30,784 28,584
    KIMBERLY CLARK CORP 20,908 25,131
    LIMITED BRANDS INC 31,252 31,898
    MAXIM INTEGRATED PRODUCTS INC 37,528 35,896
    MCDONALDS 15,921 24,788
    MICROSOFT CORP 25,275 29,061
    MGP INGREDIENTS INC 1,144,472 331,657
    NIKE INC 34,028 28,529
    NORFOLK SOUTHERN CORP    
    NORTHERN TRUST CORP    
    OCCIDENTAL PETROLEUM CORP 17,184 19,298
    ORACLE CORP    
    PACAAR INC 19,000 16,655
    PEABODY ENERGY CORP    
    PEPSICO INC 4,376 21,198
    PHILIP MORRIS INTERNATIONAL INC 18,185 21,815
    QUALCOMM INC 27,615 27,840
    ROCHE HOLDING LTD 29,162 30,248
    SPECTRA ENERGY CORP 21,692 20,342
    T ROWE PRICE    
    TARGET CORP 1,822 17,457
    THE MOSAIC COMPANY    
    THERMO FISHER SCIENTIFIC    
    TJX COS INC 15,653 36,061
    TORONTO DOMINION BANK 22,295 33,247
    UNITED PARCEL SERVICE INC 31,132 31,504
    UNITED TECHNOLOGIES CORP 24,401 26,435
    UNITEDHEALTH GROUP INC 35,381 40,950
    VF CORP 21,732 40,035
    WELLS FARGO & CO 21,329 31,433
    ZIMMER HOLDINGS INC    

    TY 2011 InvestmentsGovtObligationsSch
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O UMB BANK KRISTEN COMMENT
    EIN: 48-6320070
    US Government Securities - End of Year Book Value:

    139,739
    US Government Securities - End of Year Fair Market Value:

    141,741
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2011 InvestmentsOtherSchedule2
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O UMB BANK KRISTEN COMMENT
    EIN: 48-6320070
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DIAMOND HILL FUNDS AT COST    
    ISHARES COMEX GOLD TRUST AT COST 100,808 133,816
    ISHARES TR MIDCAP AT COST 32,683 47,085
    ISHARES TR SMALL CAP AT COST 32,800 43,962
    SCOUT INTERNATIONAL DISCOVERY AT COST 83,487 89,585
    SCOUT INTERNATIONAL FUND AT COST 167,437 176,603
    SCOUT MID CAP FUND AT COST 244,136 296,150
    VANGUARD EMERGING MARKETS ETF AT COST    
    ISHARES IBOXX INVESTMENT GRADE AT COST 57,562 64,557
    LKCM SMALL CAP EQUITY FUND AT COST 195,091 228,427
    OPPENHEIMER DEVELOPING MKTS CL Y AT COST 56,193 53,562
    TORTOISE ENERGY INFRASTRUCTURE CORP AT COST 44,134 49,875

    TY 2011 OtherDecreasesSchedule
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O UMB BANK KRISTEN COMMENT
    EIN: 48-6320070
    Description Amount
    ESTIMATED TAXES PAID 2,868
    2011 FEDERAL TAXES 284


    TY 2011 OtherIncomeSchedule2
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O UMB BANK KRISTEN COMMENT
    EIN: 48-6320070
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 12,268 12,268