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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 02-01-2020 , and ending 01-31-2021
Name of foundation
GORDON W EVANS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)100 N MAIN 10TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WICHITA, KS67201
A Employer identification number

48-6264487
B Telephone number (see instructions)

(316) 383-1111
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$749,602J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 9,756 9,756  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 37,493
b Gross sales price for all assets on line 6a 591,274
7 Capital gain net income (from Part IV, line 2)... 37,493
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 Total. Add lines 1 through 11........ 47,249 47,249  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,938 10,744   1,194
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 2,950 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 28 0   0
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.......... 14,916 10,744   1,194
25 Contributions, gifts, grants paid....... 31,200 31,200
26 Total expenses and disbursements. Add lines 24 and 25 46,116 10,744   32,394
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,133
b Net investment income (if negative, enter -0-) 36,505
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.........      
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) 14,656 Click to see attachment16,688 16,688
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 524,980 Click to see attachment527,961 732,914
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) 539,636 544,649 749,602
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 702,013 749,602
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -162,377 -204,953
29 Total net assets or fund balances (see instructions)..... 539,636 544,649
30 Total liabilities and net assets/fund balances (see instructions). 539,636 544,649
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
539,636
2
Enter amount from Part I, line 27a .....................
2
1,133
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,880
4
Add lines 1, 2, and 3 ..........................
4
544,649
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
544,649
Form 990-PF (2020)
Form 990-PF (2020)
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 INVESCO DEVELOPING MARKETS   2018-10-18 2020-10-17
b INVESCO DEVELOPING MARKETS   2018-10-18 2020-12-16
c INVESCO DEVELOPING MARKETS   2018-10-18 2021-01-05
d AT&T INC   2020-04-22 2020-06-19
e ABBVIE INC   2020-04-22 2020-06-19
ALLIANT CORP   2020-04-22 2020-12-21
AMERICAN TOWER CORP   2020-04-07 2020-11-17
AMERICAN TOWER CORP   2020-04-22 2020-11-17
AMGEN INC   2020-04-22 2020-12-01
BRISTOL-MYERS SQUIBB CORP   2020-04-22 2020-12-24
BROADRIDGEFINL SOLUTIONS INC   2020-04-07 2020-04-22
CARILLON EAGLE MID CAP GROWTH   2018-12-19 2020-04-07
CARILLON EAGLE MID CAP GROWTH   2018-12-26 2020-04-07
CARILLON EAGLE MID CAP GROWTH   2020-03-13 2020-04-07
CARILLON EAGLE MID CAP GROWTH   2018-12-11 2020-04-22
CASEYS GEN STORES INC   2020-04-07 2020-04-22
FIDELITY INTERNATIONAL INDEX   2020-03-13 2020-04-07
CISCO SYS INC   2020-04-22 2020-11-17
FIDELITY LARGE CAP VALUE   2018-12-21 2020-03-13
FIDELITY LARGE CAP GROWTH   2018-12-26 2020-04-07
FIDELITY LARGE CAP GROWTH   2018-12-26 2020-04-22
FIDELITY LARGE CAP GROWTH   2018-12-26 2020-11-17
FIRST AMERN FINL CORP   2020-04-07 2020-04-22
GENERAL MILLS INC   2020-04-22 2020-11-17
GILEAD SCIENCES INC   2020-04-22 2020-11-17
GOLDMAN SACHS   2019-05-16 2020-11-17
GUGGENHEIM MACRO OPP   2015-08-13 2020-03-10
GUGGENHEIM MACRO OPP   2015-08-13 2020-04-07
GUGGENHEIM MACRO OPP   2015-12-04 2020-04-07
GUGGENHEIM MACRO OPP   2016-03-14 2020-04-07
GUGGENHEIM MACRO OPP   2016-05-18 2020-04-07
GUGGENHEIM MACRO OPP   2016-11-18 2020-04-07
GUGGENHEIM MACRO OPP   2019-01-16 2020-04-07
GUGGENHEIM MACRO OPP   2019-04-09 2020-04-07
GUGGENHEIM MACRO OPP   2019-08-01 2020-04-07
GUGGENHEIM MACRO OPP   2019-11-06 2020-04-07
GUIDEWIRE SOFTWARE CORP   2020-04-07 2020-04-22
HSBC HOLDGS PLC   2020-04-22 2020-11-17
INTEL CORP   2020-04-07 2020-11-17
INTEL CORP   2020-04-22 2020-11-17
INTERNATIONAL FLAVORS AND FRAGRANCE   2020-04-22 2020-11-17
ISHARES MSCI USA   2020-11-17 2020-12-04
ISHARES MSCI USA   2020-04-07 2020-11-17
ISHARES MSCI USA   2020-04-22 2020-11-17
JOHNSON & JOHNSON   2020-04-22 2020-11-17
JPMORGAN CORE PLUS   2018-06-04 2020-03-13
JPMORGAN CORE PLUS   2018-06-04 2020-04-07
JPMORGAN CORE PLUS   2019-12-26 2020-04-07
KROGER CO   2020-04-07 2020-11-17
ELI LILLY & CO   2020-04-22 2020-11-17
MFS INTERNATIONAL DIVERISIFICATION   2018-12-03 2020-03-13
MFS INTERNATIONAL DIVERISIFICATION   2010-02-01 2020-04-07
MFS INTERNATIONAL DIVERISIFICATION   2018-12-11 2020-04-07
MFS INTERNATIONAL DIVERISIFICATION   2019-01-16 2020-04-07
MFS INTERNATIONAL DIVERISIFICATION   2016-01-11 2020-04-07
MFS INTERNATIONAL DIVERISIFICATION   2010-02-01 2020-04-22
MFS INTERNATIONAL DIVERISIFICATION   2010-02-01 2020-12-04
MADISON SQUARE GARDEN   2020-04-07 2020-04-22
MERK & CO   2020-04-22 2020-11-17
PRA HEALTH SCIENCES INC   2020-04-07 2020-04-22
PERNOD RICARD SA   2020-04-07 2020-04-22
PFIZER INC   2020-04-22 2020-11-20
POOL CORP   2020-04-07 2020-04-22
T ROWE PRICE GROWTH   2008-11-17 2020-11-17
PRIMCAP ODYSSEY AGGRESSIVE GROWTH   2020-03-10 2020-03-13
PRIMCAP ODYSSEY AGGRESSIVE GROWTH   2015-12-15 2020-04-07
PRIMCAP ODYSSEY AGGRESSIVE GROWTH   2016-01-11 2020-04-07
PRIMCAP ODYSSEY AGGRESSIVE GROWTH   2016-05-18 2020-04-07
PRINCIPAL SMALLCAP VALUE   2020-03-10 2020-04-22
PRINCIPAL SMALLCAP VALUE   2020-03-13 2020-04-22
ROCHE HLDG LTD   2020-04-22 2020-11-20
T ROWE PRICE INTERNATIONAL   2019-04-09 2020-03-13
T ROWE PRICE INTERNATIONAL   2019-08-01 2020-03-13
T ROWE PRICE INTERNATIONAL   2018-12-11 2020-11-17
SBA COMMUNICATIONS CORP   2020-04-07 2020-11-25
SANOFI SPONSORED   2020-04-22 2020-12-16
SAP SE ADR   2020-04-22 2020-11-17
JPMORGAN UNDISCOVERED   2019-08-01 2020-03-10
JPMORGAN UNDISCOVERED   2020-01-16 2020-03-10
JPMORGAN UNDISCOVERED   2015-12-15 2020-03-13
JPMORGAN UNDISCOVERED   2016-01-11 2020-03-13
JPMORGAN UNDISCOVERED   2018-12-17 2020-03-13
JPMORGAN UNDISCOVERED   2018-12-19 2020-03-13
JPMORGAN UNDISCOVERED   2018-12-21 2020-03-13
JPMORGAN UNDISCOVERED   2018-12-26 2020-03-13
VANGUARD TOTAL INTERNATIONAL   2020-03-13 2020-04-07
VANGUARD DEVELOPED MARKETS   2018-12-11 2020-03-13
VANGUARD LARGE CAP   2020-03-13 2020-04-07
VANGUARD VALUE INDEX   2020-03-10 2020-04-22
VANGUARD VALUE INDEX   2020-03-13 2020-04-22
VANGUARD 500   2019-04-09 2020-03-13
VANGUARD 500   2019-05-16 2020-03-13
VIATRIS INC.   2020-04-22 2020-12-23
XCEL ENGERY INC   2020-04-22 2020-12-24
ALLERGAN PLC   2020-04-22 2020-05-08
QIAGEN NV   2020-04-07 2020-04-22
VANGUARD 500   2008-01-22 2020-12-04
XCEL ENGERY INC   2020-04-07 2020-12-24
CAPITAL GAINS DIVIDENDS P    
(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 2,812   2,089 723
b 751   534 217
c 1,088   746 342
d 1,680   1,707 -27
e 44   39 5
1,000   1,021 -21
1,434   1,422 12
717   755 -38
1,126   1,145 -19
1,525   1,528 -3
4,247   4,015 232
3,319   3,166 153
3,551   3,241 310
2,408   2,442 -34
10,837   10,035 802
1,837   1,682 155
56,977   56,038 939
1,641   1,625 16
66,358   67,837 -1,479
35,131   29,019 6,112
9,268   7,147 2,121
859   486 373
2,350   2,553 -203
1,103   1,090 13
607   808 -201
2,902   2,442 460
6,500   6,731 -231
2,586   2,867 -281
45   48 -3
17   18 -1
525   554 -29
90   99 -9
1,569   1,706 -137
14,722   16,008 -1,286
1,889   2,049 -160
10   10 0
1,497   1,392 105
1,091   1,096 -5
504   669 -165
1,466   1,916 -450
682   739 -57
1,260   1,239 21
22,963   18,291 4,672
832   658 174
2,699   2,764 -65
14,556   13,704 852
2,904   2,770 134
5,856   5,891 -35
830   833 -3
1,416   1,570 -154
3,468   3,836 -368
26,630   18,244 8,386
611   637 -26
1,254   1,294 -40
4,017   3,381 636
5,329   3,546 1,783
5,614   2,790 2,824
1,220   1,164 56
1,798   1,764 34
815   747 68
794   798 -4
1,358   1,275 83
943   996 -53
10,864   2,089 8,775
1,620   1,787 -167
343   331 12
4,724   4,018 706
1,587   1,375 212
2,471   2,877 -406
13,013   13,755 -742
1,040   1,115 -75
3,282   3,741 -459
1,637   1,873 -236
4,587   3,134 1,453
1,422   1,407 15
894   914 -20
701   700 1
508   679 -171
1,183   1,627 -444
4,248   5,759 -1,511
2,320   2,925 -605
1,666   2,277 -611
454   598 -144
667   844 -177
1,327   1,719 -392
5,050   5,061 -11
46,020   52,411 -6,391
15,801   16,176 -375
618   663 -45
67,639   67,712 -73
16,837   17,893 -1,056
775   825 -50
10   9 1
641   651 -10
773   745 28
1,088   1,043 45
15,260   5,380 9,880
1,027   962 65
3,245     3,245
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       723
b       217
c       342
d       -27
e       5
      -21
      12
      -38
      -19
      -3
      232
      153
      310
      -34
      802
      155
      939
      16
      -1,479
      6,112
      2,121
      373
      -203
      13
      -201
      460
      -231
      -281
      -3
      -1
      -29
      -9
      -137
      -1,286
      -160
      0
      105
      -5
      -165
      -450
      -57
      21
      4,672
      174
      -65
      852
      134
      -35
      -3
      -154
      -368
      8,386
      -26
      -40
      636
      1,783
      2,824
      56
      34
      68
      -4
      83
      -53
      8,775
      -167
      12
      706
      212
      -406
      -742
      -75
      -459
      -236
      1,453
      15
      -20
      1
      -171
      -444
      -1,511
      -605
      -611
      -144
      -177
      -392
      -11
      -6,391
      -375
      -45
      -73
      -1,056
      -50
      1
      -10
      28
      45
      9,880
      65
      3,245
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 37,493
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 507
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 507
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 507
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 790
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 790
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 283
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet283 RefundedBullet 11 0
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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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
     
    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 ofbulletINTRUST BANK NA TRUST DEPARTMENT Telephone no.bullet (316) 383-1450

    Located atbulletBOX ONE 105 N MAINWICHITAKS ZIP+4bullet67201
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2020?.............
    1c
     
    No
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    INTRUST BANK NA TRUSTEE
    2.00     		11,938 0 0
    BOX ONE WICHITA KS 67201
    WICHITA,KS67201
    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 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.............bullet0
    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  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    696,582
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    696,582
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    696,582
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,449
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    686,133
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    34,307
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    34,307
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    507
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    507
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    33,800
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    33,800
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    33,800
    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
    32,394
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    32,394
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    32,394
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 33,800
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 27,247
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 32,394
    a Applied to 2019, but not more than line 2a 27,247
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 5,147
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		28,653
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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:
    STEPHANIE CLAUSEN VICE PRESIDENT AN
    PO BOX ONE
    WICHITA,KS67201
    (316) 383-1111
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION SHOULD BE SUBMITTED BY FULL PROPOSAL IN ONE COPY AT INITIAL APPROACH.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS MUST BE SOLELY FOR CHARITABLE AND/OR EDUCATIONAL PURPOSES PER IRC SEC 2055. LIMITED TO AREAS INVOLVING CULTURAL, MUSIC, THEATER AND VISUAL ARTS PRIMARILY IN THE WICHITA, KANSAS AREA WITH NO MORE THAN 10% TO BE USED OUTSIDE WICHITA, KANSAS AND ALL TO BE USED IN THE STATE OF KANSAS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    CHAMBER MUSIC AT THE BARN WICHITA KS
    2407 S SENECA
    WICHITA,KS67217     		NONE PUBLIC CHARITABLE CONTRIBUTION;LISTTOTAL 0 5,000
    MARK ARTS WICHITA KS
    9112 E CENTRAL
    WICHITA,KS67206     		NONE PUBLIC CHARITABLE CONTRIBUTION;LISTTOTAL 0 5,000
    MUSIC THEATRE FOR YOUNG PEOPLE
    225 W DOUGLAS
    WICHITA,KS67202     		NONE PUBLIC CHARITABLE CONTRIBUTION 3,000
    MUSIC THEATRE OF WICHITA WICHITA KS
    225 WEST DOUGLAS SUITE 202
    WICHITA,KS67202     		NONE PUBLIC CHARITABLE CONTRIBUTION;LISTTOTAL 0 10,000
    WICHITA STATE UNIVERSITY FOUNDATION
    4205 E 21ST STREET N
    WICHITA,KS67208     		NONE PUBLIC CHARITABLE CONTRIBUTION 4,200
    WICHITA SYMPHONY SOCIETY WICHITA KS
    225 W DOUGLAS
    WICHITA,KS67202     		NONE PUBLIC CHARITABLE CONTRIBUTION;LISTTOTAL 0 4,000
    Total .................................bullet 3a 31,200
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 9,756  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 37,493  
    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).. 0 47,249 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    47,249
    (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 (2020)
    Form 990-PF (2020)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    GORDON W EVANS CHARITABLE TRUST
    EIN:
    48-6264487
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BEVER DYE, LC 2,950 0   0

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    GORDON W EVANS CHARITABLE TRUST
    EIN:
    48-6264487
    US Government Securities - End of Year Book Value:

    16,688
    US Government Securities - End of Year Fair Market Value:

    16,688
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    GORDON W EVANS CHARITABLE TRUST
    EIN:
    48-6264487
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES AT COST 2,000 2,595
    ABBVIE INC AT COST 1,156 1,435
    ACCOR SA SPON AT COST 941 1,122
    ACS ACTIV DE CONSTRUCT AT COST 786 1,181
    ADECCO GROUP AT COST 639 1,004
    AIA GROUP LTD AT COST 724 967
    ALLIANT ENERGY CORP AT COST 830 827
    ALPHABET INC CL A AT COST 2,468 3,655
    ALPHABET INC CL C AT COST 1,275 1,836
    ALTRIA GROUP INC AT COST 1,069 1,109
    AMAZON INC AT COST 6,414 9,619
    ANALOG DEVICES INC AT COST 1,220 1,768
    ANGLO AMERN PLC AT COST 636 1,243
    APPLE INC AT COST 8,214 16,363
    ASML HOLDING AT COST 876 1,602
    AVALARAINC AT COST 1,243 2,550
    AVANTOR INC AT COST 1,106 2,418
    BAE SYS PLC AT COST 626 635
    BANK OF AMERICA CORP AT COST 2,230 3,024
    BERKSHIRE HATHAWAY AT COST 1,492 1,823
    BLACK KNIGHT INCE AT COST 1,693 2,206
    BLACKLINE INC AT COST 1,271 2,981
    BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORT AT COST 25,851 28,331
    BROADCOM INC AT COST 1,309 2,253
    BROADRIDGE FINL SOLUTIONS INCE AT COST 1,750 2,402
    CANNEA HOLDGS INC AT COST 848 1,026
    CAPGEMIN SE AT COST 994 1,655
    CASEYS GEN STORES IN AT COST 1,682 2,250
    CATALENT INC AT COST 698 1,381
    CATERPILLAR INC AT COST 656 1,097
    CITIGROUP INC AT COST 759 1,044
    COASTAL FINL CORP AT COST 1,755 2,970
    COCA COLA CO AT COST 2,146 2,215
    COMCAST CORP AT COST 1,822 2,479
    COMPANGNIE DE ST GOBAIN AT COST 633 1,208
    COSTCO WHSL CORP AT COST 1,544 1,762
    CVS HEALTH CORP AT COST 970 1,146
    DBS GROUP HOLDGS LTD AT COST 629 911
    DEUTSCHE BOERSE ADR AT COST 601 677
    DISNEY WALT CO AT COST 2,030 3,363
    DNB NOR ASA AT COST 1,268 2,298
    DTE ENERGY CO AT COST 817 950
    DUPONT DE NEMOURS INC AT COST 714 1,430
    E ON SE AT COST 865 997
    EDWARDS LIFESCIENCES CORP AT COST 821 991
    ENEL SOCIETA PER AZIONI AT COST 662 1,015
    EVANS CANCORP INC AT COST 1,770 2,080
    FACEBOOK INC AT COST 2,945 4,133
    FANUC CORPORATION AT COST 875 1,673
    FIDELITY NATL INFORMATION SVCS INCE AT COST 974 988
    FIFTH THIRD BANCORP AT COST 1,217 2,141
    FIRST AMERN FINL CORP AT COST 705 837
    GENERAL ELEC CO AT COST 614 1,015
    GOLDMAN SACHS EMEGING MARKETS AT COST 4,133 5,839
    GUGENHEIM MACRO OPPORTUNITIES AT COST 4,206 4,610
    GUIDEWIRE SOFTWARE INC AT COST 901 1,262
    HITACHI LTD AT COST 649 987
    HOME DEPOT INC AT COST 2,247 2,979
    INTUITIVE SURGICAL INC AT COST 1,030 1,495
    INVESCO DEVELOP MRKT FUND AT COST 11,915 17,124
    ISHARES AT COST 88,386 109,218
    JAPAN AIRLS LTD AT COST 974 1,014
    JONES LANG LASALLE INC AT COST 690 1,023
    JPMORGAN CHASE & CO AT COST 3,520 5,018
    JPMORGAN CORE PLUS BOND AT COST 176,770 185,669
    JULIUS BAER GROUP LTD AT COST 632 1,080
    KBC GROUP NV AT COST 1,295 1,823
    KONINKLIJKE AHOLD DELHAIZE NV AT COST 1,397 1,605
    LOWES COS INC AT COST 669 1,168
    MADISON SQUARE GRDN ENTERTAINMNT CL A AT COST 440 621
    MCDONALDS CORP AT COST 1,678 1,871
    MEDTRONIC PLC AT COST 968 1,113
    MERCK KGAA AT COST 1,252 1,941
    METLIFE INC AT COST 633 963
    MFS INTERNATIONAL DISCOVERY AT COST 4,713 6,418
    MFS INTERNATIONAL DIVERSIFICATION AT COST 2,471 5,069
    MICRON TECHNOLOGY INC AT COST 656 1,174
    MICROSOFT CORP AT COST 10,206 14,150
    MONDELEZ INTL INC AT COST 952 998
    MURATA MFG CO AT COST 1,103 2,017
    NASDAQ INC AT COST 831 1,082
    NETFLIX INC AT COST 1,982 2,662
    NIKE INC AT COST 1,065 1,603
    NIPPON TELEG & TEL CORP AT COST 790 825
    NORDEA BK ABP AT COST 1,157 1,735
    NUTRIEN LTD AT COST 650 934
    NVIDIA CORP AT COST 1,656 3,118
    OLLIES BARGAIN OUTLT HOLDGS INC AT COST 920 1,421
    OWENS CORNING NEW AT COST 619 1,319
    PAYCOM SOFTWARE INC AT COST 757 1,519
    PENUBRA INC AT COST 957 1,567
    PERNOD RICAR SA AT COST 769 984
    PHILIP MORRIS INTL INC AT COST 1,090 1,195
    PJT PARTNERS INC AT COST 1,489 2,277
    POOL CORPORATION AT COST 797 1,417
    PPG INDS INC AT COST 989 1,482
    PRA HEALTH SCIENCES INC AT COST 2,323 3,451
    PRICE T ROWE GROUP AT COST 704 1,095
    PRINCIPAL SMALL CAP AT COST 654 992
    PROCTER & GAMBLE CO AT COST 3,093 3,333
    PROLOGIS INC AT COST 800 929
    PROSUS NV AT COST 1,798 2,957
    Q2 HOLDGS INC AT COST 683 1,280
    QIAGEN NV AT COST 1,083 1,462
    QUALCOMM INC AT COST 819 1,719
    QUANTA SVCS INC AT COST 629 1,339
    RBC BEARINGS INC AT COST 963 1,339
    RECKITT BENCKISER PLE AT COST 650 681
    REGENCY CTRS CORP AT COST 1,024 1,368
    RWE AG AT COST 948 1,551
    S&P GLOBAL INC AT COST 826 951
    SANDS CHINA LTD AT COST 828 836
    SHISEIDO LTD AT COST 662 713
    SIEMENS HEALTINEERS AG AT COST 1,286 1,799
    SMITH & NEPHEW PLC AT COST 1,708 1,944
    SPIRIT AEROSYSTEMS HOLDGS INC AT COST 629 1,118
    STARBUCKS CORP AT COST 1,665 2,227
    SYNOPSYS INC AT COST 750 1,277
    T ROWE PRICE GROWTH STOCK AT COST 2,944 15,697
    T ROWE PRICE INTERNATIONAL DISCOVERY FUND AT COST 8,115 12,657
    UNION PAC CORP AT COST 1,607 2,172
    UNITEDHEALTH GROUP AT COST 3,091 3,669
    VANGUARD 500 INDEX FUND AT COST 30,650 99,114
    VANGUARD VALUE INDES AT COST 623 772
    VEEVA SYS INC AT COST 2,343 4,147
    VERIZON COMM INC AT COST 2,267 2,135
    VIATRIS INC AT COST 61 68
    VIRTU FINL INC AT COST 2,223 2,638
    VISA INC AT COST 3,102 3,479
    WATSCO INC AT COST 746 1,192
    WEX INC AT COST 949 1,697
    WILLIS TOWERS WATSON PUB LTD AT COST 2,367 2,638
    WORKD FUEL SERVICES CORP AT COST 832 1,193
    XPO LOGISTICS INC AT COST 679 1,215

    TY 2020 OtherIncreasesSchedule
    Name:
    GORDON W EVANS CHARITABLE TRUST
    EIN:
    48-6264487
    Description Amount
    ADJUSTMENT TO RETAINED EARNINGS 3,880


    TY 2020 TaxesSchedule
    Name:
    GORDON W EVANS CHARITABLE TRUST
    EIN:
    48-6264487
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN CONVERSION EXPENSE 28 0   0