Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
EVAH C CRAY RESIDUARY CHARITABLE TR
C/O RAYMOND JAMES TRUST NA

Number and street (or P.O. box number if mail is not delivered to street address)3320 PETERSON ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAWRENCE, KS66049
A Employer identification number

48-6320070
B Telephone number (see instructions)

(785) 841-0154
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,309,402J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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).............. 36,786
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 83,537 83,537  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 170,836
b Gross sales price for all assets on line 6a 815,877
7 Capital gain net income (from Part IV, line 2)...  
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)....... Click to see attachment 79,628 79,628  
12 Total. Add lines 1 through 11........ 370,787 163,165  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,850 2,565   285
c Other professional fees (attach schedule).... Click to see attachment 36,064 32,458   3,606
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 682 614   68
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.......... 39,596 35,637   3,959
25 Contributions, gifts, grants paid........ 207,666 207,666
26 Total expenses and disbursements. Add lines 24 and 25 247,262 35,637   211,625
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 123,525
b Net investment income (if negative, enter -0-) 127,528
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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...............   1  
2 Savings and temporary cash investments.......... 60,653 197,868 197,868
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 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) 30,277 Click to see attachment3,903 3,874
b Investments—corporate stock (attach schedule)........ 2,499,739 Click to see attachment3,446,232 4,895,830
c Investments—corporate bonds (attach schedule)........ 282,906 Click to see attachment180,244 180,045
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 864,053 Click to see attachment32,905 31,785
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) 3,737,628 3,861,153 5,309,402
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......... 5,318,926 5,318,926
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds -1,581,298 -1,457,773
30 Total net assets or fund balances (see instructions)...... 3,737,628 3,861,153
31 Total liabilities and net assets/fund balances (see instructions).. 3,737,628 3,861,153
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 3,737,628
2 Enter amount from Part I, line 27a..................... 2 123,525
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,861,153
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,861,153
Form 990-PF (2014)
Form 990-PF (2014)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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 instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
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 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))
2013 198,938 3,741,318 0.053173
2012 170,484 3,600,184 0.047354
2011 181,621 3,786,107 0.047970
2010 193,027 3,812,999 0.050623
2009 235,486 3,205,799 0.073456
2 Total of line 1, column (d) ...................... 2 0.272576
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 0.054515
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 3,742,401
5 Multiply line 4 by line 3....................... 5 204,017
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,275
7 Add lines 5 and 6......................... 7 205,292
8 Enter qualifying distributions from Part XII, line 4.............. 8 211,625
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.
Form 990-PF (2014)
Form 990-PF (2014)
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 1,275
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 1,275
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 1,275
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,215
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 3,215
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 1,940
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,940 RefundedBullet 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 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
     
    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 ofbulletRAYMOND JAMES TRUST NA Telephone no.bullet (785) 841-0154
    Located atbullet3320 PETERSON ROAD SUITE 101LAWRENCEKS ZIP+4bullet66049
    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 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (see 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 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 (2014)
    Form 990-PF (2014)
    Page 7
    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 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
    CLOUD L CRAY JR CO TRUSTEE
    1.00     		0 0 0
    20045 266TH ROAD
    ATCHISON,KS66002
    JERI KURTH CO TRUSTEE
    1.00     		0 0 0
    202 MORNINGSIDE
    ATCHISON,KS66002
    JUNE LYNN CO TRUSTEE
    1.00     		0 0 0
    410 KEARNEY
    ATCHISON,KS66002
    RAYMOND JAMES TRUST NA CO TRUSTEE
    40.00     		0 0 0
    3320 PETERSON RD SUITE 101
    LAWRENCE,KS66049
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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 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 (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see 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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see 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
    3,670,131
    b
    Average of monthly cash balances.......................
    1b
    129,261
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,799,392
    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
    3,799,392
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    56,991
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,742,401
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    187,120
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    187,120
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,275
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,275
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    185,845
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    185,845
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    185,845
    Part XII
    Qualifying Distributions (see 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
    211,625
    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
    211,625
    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 instructions).................
    5
    1,275
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    210,350
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 185,845
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 80,362
    b From 2010....... 5,245
    c From 2011.......  
    d From 2012.......  
    e From 2013....... 13,157
    fTotal of lines 3a through e......... 98,764
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 211,625
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 185,845
    e Remaining amount distributed out of corpus 25,780
    5 Excess distributions carryover applied to 2014.    
    (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 5 124,544
    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 instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		80,362
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		44,182
    10 Analysis of line 9:
    a Excess from 2010.... 5,245
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013.... 13,157
    e Excess from 2014.... 25,780
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 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 or e-mail address of the person to whom applications should be addressed:
    RAYMOND JAMES TRUST NA
    3320 PETERSON ROAD SUITE 101
    LAWRENCE,KS66049
    (785) 841-0154
    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 (2014)
    Form 990-PF (2014)
    Page 11
    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 CENTER
    1225 N 2ND STREET
    ATCHISON,KS66002     		NONE 509 (A)(1) OPERATION OF COUNSELING CENTER 5,000
    AMELIA EARHART FESTIVAL
    200 S 10TH STREET
    ATCHISON,KS66002     		NONE 509 (A)(1) EXPENSES RELATED TO AMELIA FESTIVAL 25,000
    ATCHISON CHILD CARE ASSOC
    1326 KANSAS AVENUE
    ATCHISON,KS66002     		NONE 509 (A)(1) OPERATION OF CHILD CARE CENTER 4,500
    ATCHISON COUNTY HISTORICAL SOCIETY
    200 S 10TH STREET
    ATCHISON,KS66002     		NONE 509 (A) (1) OPERATION OF HISTORICAL MUSEUM 5,000
    ATCHISON FAMILY YMCA
    321 COMMERCIAL STREET
    ATCHISON,KS66002     		NONE 509 (A) (1) OPERATION OF LOCAL YMCA 10,000
    BENEDICTINE COLLEGE
    1020 N 2ND STREET
    ATCHISON,KS66002     		NONE 501 (C)(3) OPERATION OF THE COLLEGE 10,000
    BITTERSWEET HOMESTEAD
    3181 CHAUTAUQUA ROAD
    HOLTON,KS66436     		NONE 509 (A)(1) OPERATION OF HOMESTEAD ACTIVITIES 2,000
    EVAH C CRAY HISTORICAL HOME MUSEUM
    805 N 5TH STREET
    ATCHISON,KS66002     		BENEFICIARY 4942(J)(3) OPERATION OF MUSEUM & CARRIAGE SHOPP 98,666
    FIRST PRESBYTERIAN CHURCH
    302 N 5TH STREET
    ATCHISON,KS66002     		NONE 509 (A) (1) CAPITAL IMPROVEMENTS 10,000
    HAPPY HEARTS INC
    PO BOX 101
    ATCHISON,KS66002     		NONE 509 (A)(1) OPERATION OF ADULT LEARNING CENTER 10,000
    PROJECT CONCERN
    504 KANSAS AVENUE
    ATCHISON,KS66002     		NONE 509 (A) (1) OPERATION OF SENIOR CENTER 7,500
    THE HUMANE SOCIETY OF ATCHISON
    100 N 21ST STREET
    ATCHISON,KS66002     		NONE 509 (A)(1) OPERATION OF ANIMAL SHELTER 5,000
    THEATRE ATCHISON INC
    302 N 5TH STREET
    ATCHISON,KS66002     		NONE 509 (A)(1) OPERATION OF COMMUNITY THEATRE 10,000
    DOVES
    PO BOX 262
    ATCHISON,KS66002     		NONE 509 (A) (1) OPERATION OF DOMESTIC VIOLENCE SHELT 5,000
    Total .................................bullet 3a 207,666
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 83,537  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 79,628  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    14 169,049 1,787
    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)..   332,214 1,787
    13Total. Add line 12, columns (b), (d), and (e)..................
    13334,001
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA
    Employer identification number

    48-6320070
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA         		Employer identification number

    48-6320070
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CRAY EDUCATIONAL TRUST
     

       
    20045 266TH ROAD
     
    ATCHISON, KS66002

    		$36,786


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA         		Employer identification number

    48-6320070
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 COMMON STOCK $ 27,305 2014-08-21
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 FIXED INCOME FUNDS $ 7,923 2014-08-21
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA         		Employer identification number

    48-6320070
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA
    EIN: 48-6320070
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 2,850 2,565   285

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA
    EIN: 48-6320070
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    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  

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA
    EIN: 48-6320070
    Name of Bond End of Year Book Value End of Year Fair Market Value
    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

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA
    EIN: 48-6320070
    Name of Stock End of Year Book Value End of Year Fair Market Value
    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

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA
    EIN: 48-6320070
    US Government Securities - End of Year Book Value:

    3,903
    US Government Securities - End of Year Fair Market Value:

    3,874
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA
    EIN: 48-6320070
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    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    

    TY 2014 OtherIncomeSchedule2
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA
    EIN: 48-6320070
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 79,628 79,628  


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA
    EIN: 48-6320070
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT FEES 36,064 32,458   3,606


    TY 2014 TaxesSchedule
    Name:
    EVAH C CRAY RESIDUARY CHARITABLE TR
    C/O RAYMOND JAMES TRUST NA
    EIN: 48-6320070
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 682 614   68