Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
EVAH C CRAY RESIDUARY CHARITABLE TR
SAWMILL TRUST COMPANY TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)222 SOUTH MAIN AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SIOUX FALLS, SD57104
A Employer identification number

48-6320070
B Telephone number (see instructions)

(612) 238-2481
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$10,138,364
J 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 right arrow.............
3 Interest on savings and temporary cash investments 1,313 1,313  
4 Dividends and interest from securities... 95,124 95,124  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 69,530
b Gross sales price for all assets on line 6a 338,372
7 Capital gain net income (from Part IV, line 2)... 69,530
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........ 165,967 165,967  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,403 10,403    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,850 5,850    
c Other professional fees (attach schedule).... 200 200    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 879 879    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 76,665 76,665    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 93,997 93,997   0
25 Contributions, gifts, grants paid....... 441,103 441,103
26 Total expenses and disbursements. Add lines 24 and 25 535,100 93,997   441,103
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -369,133
b Net investment income (if negative, enter -0-) 71,970
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 80,401 42,469 42,474
2 Savings and temporary cash investments......... 321,046 217,815 217,815
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,171,349 Click to see attachment
List of Attached Documents:
// Content
2,941,922
7,580,759
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,325,966 Click to see attachment
List of Attached Documents:
// Content
1,319,047
2,297,316
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,898,762 4,521,253 10,138,364
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,898,762 4,521,253
29 Total net assets or fund balances (see instructions)..... 4,898,762 4,521,253
30 Total liabilities and net assets/fund balances (see instructions). 4,898,762 4,521,253
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
4,898,762
2
Enter amount from Part I, line 27a .....................
2
-369,133
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,529,629
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,376
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,521,253
Form 990-PF (2023)
Form 990-PF (2023)
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 1574 SH MDWTOLDD P 2023-05-06 2023-12-22
b 2014 SH MDWTOLDD P 2023-05-06 2023-12-22
c 1200 SH RHHBY P 2009-12-17 2024-03-06
d 312 SH TYG P 2011-08-25 2024-03-06
e 940 SH WFC P 2002-02-20 2024-05-08
671 SH TMUS P 2023-05-26 2024-05-08
(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 42,498   40,515 1,983
b 54,378   51,840 2,538
c 39,424   24,996 14,428
d 9,120   39,416 -30,296
e 56,686   21,329 35,357
108,906   90,746 18,160
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       1,983
b       2,538
c       14,428
d       -30,296
e       35,357
      18,160
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 69,530
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 22,681
Part V
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 right arrow 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) 1 1,000
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,000
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 1,000
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,600
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 7,600
8 Enter any penalty for underpayment of estimated tax. Check here 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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,600
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,600 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowKS
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See 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 addressright arrowN/A
14
The books are in care ofright arrowORGANIZATION Telephone no.right arrow (785) 841-0154

Located atright arrow221 NORTH 6TH STREETATCHISONKS ZIP+4right arrow66002
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
LORI MINGUS CO TRUSTEE
1.00
0 0 0
4123 HWY 59
PERRY,KS66073
JERI KURTH CO TRUSTEE
1.00
0 0 0
202 MORNINGSIDE
ATCHISON,KS66002
JUNE LYNN CO TRUSTEE
1.00
0 0 0
5455 NEW CAR DRIVE APT 150
COLORADO SPRINGS,CO80923
SAWILL TRUST COMPANY CO TRUSTEE
1.00
10,403 0 0
222 SOUTH MAIN AVENUE
SIOUX FALLS,SD57104
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
9,533,516
b
Average of monthly cash balances.......................
1b
323,777
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,857,293
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
9,857,293
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
147,859
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,709,434
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
485,472
Part X
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 IX, line 6..................
1
485,472
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,000
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,000
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
484,472
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
484,472
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
484,472
Part XI
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
441,103
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
441,103
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 484,472
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 140,154
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 441,103
a Applied to 2022, but not more than line 2a 140,154
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 2023 distributable amount..... 300,949
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
183,523
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) .......
 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
KEATING ASSOCIATES
1008 NEW HAMPSHIRE SUITE 300
LAWRENCE,KS66044
(785) 841-0154
MATT.MUNOZ@KEATINGINC.COM
bThe form in which applications should be submitted and information and materials they should include:
COMPLETE A GRANT APPLICATION FORM
cAny submission deadlines:
AUGUST 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GENERAL FUNDING AND SPECIFIC NEEDS OF CHARITABLE, RELIGIOUS, AND EDUCATIONAL INITIATIVES OF ATCHISON COUNTY, KS.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AMELIA EARHART FOUNDATION

PO BOX 127
ATCHISON,KS66002
NONE 509(A)(1) OPERATIONS 20,000

ATCHISON AMELIA EARHART FESTIVAL

515 KANSAS AVENUE
ATCHISON,KS66002
NONE 509(A)(1) AMELIA EARHART FESTIVAL 25,000

ATCHISON COUNTY FOOD PANTRY

301 N 7TH STREET
ATCHISON,KS66002
NONE 509(A)(1) FOOD PANTRY OPERATIONS 8,000

ATCHISON COUNTY HISTORICAL SOCIETY

1326 KANSAS AVE
ATCHISON,KS66002
NONE 509(A)(1) OPERATION OF HISTORICAL MUSUEM 10,000

ATCHISON FAMILY YMCA

321 COMMERCIAL STREET
ATCHISON,KS66002
NONE 509 (A) (1) OPERATION OF LOCAL YMCA 12,500

CEREBRAL PALSY RESEARCH FOUNDATION

5111 E 21ST N
WICHITA,KS67208
NONE 509(A)(1) OPERATIONS 5,000

EVAH C CRAY HISTORICAL HOME MUSEUM

805 N 5TH STREET
ATCHISON,KS66002
BENEFICIARY 4942(J)(3) OPERATION OF MUSEUM & CARRIAGE SHOPP 196,103

FIRST JUDICIAL DISTRICT CASA ASSOC

100 S 5TH STREET
LEAVENWORTH,KS66048
NONE 509(A)(1) OPERATIONS 5,000

FIRST PRESBYTERIAN CHURCH

302 N 5TH STREET
ATCHISON,KS66002
NONE 509(A)(1) CHURCH OPERATIONS 15,000

HOPE FAMILY THERAPY

104 N 6TH STREET
ATCHISON,KS66002
NONE 509(A)(1) PROVIDE QUALITY AFFORDABLE MENTAL HE 40,000

JOYFUL HEARTS HELPING HANDS

306 LAFAYETTE
NORTONVILLE,KS66060
NONE 501(C)(3) OPERATIONS 2,500

PHOENIX PERFORMING ARTS CLUB

1403 N 3RD STREET
ATCHISON,KS66002
NONE 501(C)(3) OPERATIONS 12,000

PROJECT CONCERN

504 KANSAS AVENUE
ATCHISON,KS66002
NONE 509(A)(1) TRANSPORTATION AND MEALS FOR ELDERLY 10,000

RIVERBEND HABITAT FOR HUMANITY

504 1/2 KANSAS AVENUE
ATCHISON,KS66002
NONE 501(C)(3) OPERATIONS 5,000

SALVATION ARMY

3637 BROADWAY
KANSAS CITY,MO64141
NONE 509(A)(1) OPERATIONS 5,000

THE ATCHISON CHILDCARE ASSOCIATION

1326 KANSAS AVE
ATCHISON,KS66002
NONE 509(A)(1) PROVIDE LICENSED, HIGH QUALITY CHILD 15,000

THE HUMANE SOCIETY OF ATCHISON

100 N 21ST STREET
ATCHISON,KS66002
NONE 509 (A)(1) OPERATION OF ANIMAL SHELTER 15,000

THEATRE ATCHISON INC

302 N 5TH STREET
ATCHISON,KS66002
NONE 509 (A)(1) OPERATION OF COMMUNITY THEATRE 20,000

VALLEY HOPE

1816 N 2ND STREET
ATCHISON,KS66002
NONE 501(C)(3) TREATMENT OF DRUG/ALCOHOL ABUSE 20,000
Total .................................right arrow 3a 441,103
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ...........
    14 1,313  
4 Dividends and interest from securities ....     14 95,124  
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 ............
    14 27,360 42,170
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) ..   123,797 42,170
13Total. Add line 12, columns (b), (d), and (e)..................
13
165,967
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
EVAH C CRAY RESIDUARY CHARITABLE TR
 
SAWMILL TRUST COMPANY TRUSTEE
EIN:
48-6320070
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX & ACCTG PREPARATION 5,850 5,850    

TY 2023 InvestmentsCorpStockSchedule
Name:
EVAH C CRAY RESIDUARY CHARITABLE TR
 
SAWMILL TRUST COMPANY TRUSTEE
EIN:
48-6320070
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 19,577 83,128
ABBVIE INC 21,230 137,216
ADVANCED MICRO DEVICES INC 92,634 122,793
AIR PRODUCTS AND CHEMICALS INC 15,436 58,061
ALPHABET INCORPORATED 91,074 134,814
AMAZON COM INC 68,996 224,170
ANGLOGOLD ASHANTI LIMITED 92,702 97,554
APPLE INC 33,495 589,736
AVANOS MEDICAL 857 737
BRISTOL MYERS SQUIBB CO 23,388 30,109
CARDINAL HEALTH INC 48,971 60,467
CARRIER GLOBAL CORPORATION 2,598 18,924
CELSIUS HLDGS INCORPORATED 91,199 120,745
CME GROUP INC 32,833 88,470
CORTEVA INCORPORATED 1,548 9,170
CVS CAREMARK CORPORATION 158,137 130,464
DISNEY WALT 547 496
DOUBLEDOWN INTERACTIVE 102,012 136,033
EATON CORP 25,045 164,614
ECOLAB INC 31,676 71,400
ENBRIDGE INC (CANADA) 21,667 24,486
EPAM SYSTEMS 91,604 66,779
GENUINE PARTS CO 48,981 81,609
HOME DEPOT 191,359 497,427
IAC INCORPORATED 7,051 28,110
IBM 20,591 28,536
KIMBERLY CLARK CORP 20,040 41,460
KLA INSTRUMENTS CORP 29,037 412,255
KONTOOR BRANDS INCORPORATED 718 6,615
KYNDRYL HOLDINGS 455 868
LANTHEUS HLDGS INCORPORATED 91,350 74,750
LI AUTO INCORPORATED 92,482 57,717
LOCKHEED MARTIN CORP 49,224 109,769
MASCO CORP 24,208 93,338
MASTERCARD INC - CLASS A 29,993 264,696
MATCH GROUP INC NEW 19,838 39,342
META PLATFORMS 91,012 181,519
MGP INGREDIENTS INC 101,543 682,025
MIDWEST HLDG INCORPORATED    
MICROSOFT CORPORATION 90,396 124,699
NVIDIA CORPORATION 90,500 295,260
NXP SEMICONDUCTORS 92,547 143,156
ON SEMICONDUCTOR CORPORATION 92,069 76,159
OTIS WORLDWIDE CORPORATION 5,311 14,439
PROCTER & GAMBLE CO 25,418 53,599
QUALCOMM INC 26,424 99,590
RAYTHEON TECHNOLOGIES 13,006 30,117
ROCHE HOLDING LTD    
ROYAL CARIBBEAN GROUP 91,833 186,533
SALESFORCE INC 35,276 173,543
SOUTHWEST AIRLINES 35,055 46,491
STARBUCKS CORP 28,433 70,065
T-MOBILE US INCORPORATED    
THERMO FISHER SCIENTIFIC 32,760 193,550
TJX COS INC 12,112 143,130
TOPBUILD CORP 3,111 59,717
TRANSALTA CORPORATION 91,584 68,471
UBER TECHNOLOGIES 92,376 174,795
UNION PACIFIC CORP 30,853 113,130
UNITED HEALTH GROUP INC 27,583 280,093
UNITED PARCEL SERVICE B 33,798 61,583
VF CORP 11,959 9,450
VIMEO INC 2,580 3,633
WABTEC CORP 455 948
WEATHERFORD INTERNATIONAL 91,375 188,206
WELLS FARGO & CO    

TY 2023 InvestmentsOtherSchedule2
Name:
EVAH C CRAY RESIDUARY CHARITABLE TR
 
SAWMILL TRUST COMPANY TRUSTEE
EIN:
48-6320070
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SCOUT UNCONSTRAINED BOND FUND CLASS AT COST 29,774 30,860
SCOUT MIDCAP FUND AT COST 254,410 433,642
FIDELITY CONTRAFUND AT COST 499,656 867,545
PRINCIPAL MID CAP FUND AT COST 205,115 421,870
TORTOISE ENERGY INFRA AT COST    
FIRST TRUST HEALTHCARE AT COST 330,092 543,399

TY 2023 OtherDecreasesSchedule
Name:
EVAH C CRAY RESIDUARY CHARITABLE TR
 
SAWMILL TRUST COMPANY TRUSTEE
EIN:
48-6320070
Description Amount
INCOME TAX PAID 1,003
ESTIMATED TAXES PAID 7,373


TY 2023 OtherExpensesSchedule
Name:
EVAH C CRAY RESIDUARY CHARITABLE TR
 
SAWMILL TRUST COMPANY TRUSTEE
EIN:
48-6320070
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
INVESTMENT ADVISORY FEES 76,292 76,292    
MISCELLANEOUS 373 373    


TY 2023 OtherProfessionalFeesSchedule
Name:
EVAH C CRAY RESIDUARY CHARITABLE TR
 
SAWMILL TRUST COMPANY TRUSTEE
EIN:
48-6320070
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WIRE FEES 200 200    


TY 2023 TaxesSchedule
Name:
EVAH C CRAY RESIDUARY CHARITABLE TR
 
SAWMILL TRUST COMPANY TRUSTEE
EIN:
48-6320070
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 879 879