KRIST FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KRIST FOUNDATION (EIN 31-1594569)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-12-19
- IRS object ID
- 202233539349100703
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-19T10:43:51-06:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Post Oak Blvd Ste 1500 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311594569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Krist Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RONALD D KRIST TRUSTEE | InCareOfNm |
| Business Name Control | KRIS | BusinessNameControlTxt |
| Phone | 2812838500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17100 El Camino Real Suite 120 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD D KRIST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2812838500 | PhoneNum |
| Signature | 2022-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RONALD D | PersonFirstNm |
| Person Last | KRIST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN W STEFFES | PreparerPersonNm |
| PTIN | P00186434 | PTIN |
| Phone | 7134994600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,279,510 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $93 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,127 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,127 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $961,082 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,311 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,023 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $190,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,531 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,332 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,166 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $20,166 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,913 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,901 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,901 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,048 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,677 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $81,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,793 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,293 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $139,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,956 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,770,074 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,842,628 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,177,554 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,909,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,944,584 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,279,510 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,909,377 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,944,584 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,909,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,944,584 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,909,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,944,584 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,909,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,253 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,948,630 | SubtotalAmt |
| Other Decreases | $4,046 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,944,584 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML #74250 ST - DETAILS AVAILABLE UPON REQUEST | P | $143,008 | $152,663 | -$9,655 | -$9,655 |
| ML #74250 LT - DETAILS AVAILABLE UPON REQUEST | P | $262,284 | $201,437 | $60,847 | $60,847 |
| ML #74251 ST - DETAILS AVAILABLE UPON REQUEST | P | $326,825 | $324,642 | $2,183 | $2,183 |
| ML #74251 LT - DETAILS AVAILABLE UPON REQUEST | P | $228,965 | $164,029 | $64,936 | $64,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,813 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,813 | SubtotalAmt |
| Tax Based On Investment Income | $1,813 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,856 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,856 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,043 | OverpaymentAmt |
| Applied To ES Tax | $2,043 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD D KRIST TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2812838500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17100 EL CAMINO REAL | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD D KRIST | ||||||||
| 17100 El Camino Real | Houston | TX | 77058 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| CAROLE D KRIST | ||||||||
| 17100 El Camino Real | Houston | TX | 77058 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| KEVIN D KRIST | ||||||||
| 17100 El Camino Real | Houston | TX | 77058 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SCOTT C KRIST | ||||||||
| 17100 El Camino Real | Houston | TX | 77058 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| KARYN D KRIST | ||||||||
| 17100 El Camino Real | Houston | TX | 77058 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES. EXPENDITURES ARE DIRECT DONATIONS OVER WHICH THE FOUNDATION EXERCISES NO CONTROL. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,135,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $143,162 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,278,991 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,278,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,244,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,813 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,813 | TotalTaxAmt |
| Distributable Before Adj | $110,427 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $110,427 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $110,427 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,293 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $101,293 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,427 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $348,090 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $339,716 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $378,091 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $285,963 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,460,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,293 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $101,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,134 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,134 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,450,946 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $338,956 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,111,990 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $339,716 | ExcessFromYear4Amt |
| Excess From Year3 | $378,091 | ExcessFromYear3Amt |
| Excess From Year2 | $285,963 | ExcessFromYear2Amt |
| Excess From Year1 | $108,220 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD D KRIST | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONALD D KRIST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17100 EL CAMINO REAL | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77058 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2812838500 | RecipientPhoneNum |
| Form And Info And Materials | RONALD D. KRIST NO STANDARD FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | RONALD D. KRIST NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RONALD D. KRIST NO RESTRICTIONS OR LIMITATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TEXAS EXES ANNUAL GIVING CLUB | |||||||
| PO BOX 142309 | AUSTIN | TX | 78714 | NONE | PC | charitable | $3,000 |
| AVDA | |||||||
| 1001 TEXAS AVE STE 600 | HOUSTON | TX | 77002 | NONE | PC | charitable | $1,000 |
| ST THOMAS THE APOSTLE EPISCOPAL SCHOOL | |||||||
| 18300 UPPER BAY ROAD | NASSAU BAY | TX | 77058 | NONE | PC | charitable | $5,000 |
| THE UNIVERSITY OF TEXAS SYSTEM | |||||||
| 210 W 7TH STREET | AUSTIN | TX | 78701 | NONE | PC | charitable | $30,500 |
| JDRF ONE WALK | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | charitable | $1,000 |
| INTERNATIONAL SOCIETY OF BARRISTERS FOUNDATION | |||||||
| PO BOX 21320 | DURNHAM | NC | 27703 | NONE | PC | CHARITABLE | $1,000 |
| HOUSTON METHODIST HOSPITAL FOUNDATION | |||||||
| PO BOX 4384 | HOUSTON | TX | 772104384 | NONE | PC | CHARITABLE | $1,000 |
| HOLOCAUST MUSEUM HOUSTON | |||||||
| 5401 CAROLINE ST | HOUSTON | TX | 77004 | NONE | PC | Charitable | $10,000 |
| Chi Omega Foundation | |||||||
| 3395 PLAYERS CLUB PKWY | Memphis | TN | 38125 | NONE | PC | CHARITABLE | $1,000 |
| HOPE VILLAGE | |||||||
| 15403 Hope Village Rd | Friendswood | TX | 77546 | NONE | PC | CHARITABLE | $5,000 |
| HOUSTON PUBLIC MEDIA | |||||||
| 4343 Elgin | HOUSTON | TX | 77204 | NONE | PC | CHARITABLE | $1,000 |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | NONE | PC | CHARITABLE | $5,000 |
| TEXAS ACCESS TO JUSTICE FOUNDATION | |||||||
| 1601 Rio Grande St 351 | Austin | TX | 78701 | NONE | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,127 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $118,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ERC REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $14,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $190,554 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,554 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,900 | Amt |
| Net Investment Income | $5,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 137 SHS AMER EXPRESS COMPANY | $25,902 | $25,619 |
| 54 SHS AMGEN INC COM | $10,616 | $13,058 |
| 517 SHS BANK OF NOVA SCOTIA | $36,494 | $37,079 |
| 42 SHS BLACKROCK INC | $21,087 | $32,095 |
| 346 SHS BRISTOL-MYERS SQUIBB | $20,508 | $25,268 |
| 89 SHS BROADCOM LTD | $23,605 | $56,042 |
| 196 SHS CH ROBINSON WORLDWIDE | $18,441 | $21,111 |
| 177 SHS CHEVRON CORP | $15,029 | $28,821 |
| 520 SHS COMCAST CORP NEW CL A | $27,324 | $24,346 |
| 143 SHS CROWN CASTLE REIT INC | $16,410 | $26,398 |
| 383 SHS CSX CORP | $8,511 | $14,343 |
| 53 SHS DEERE CO | $19,623 | $22,019 |
| 160 SHS EATON CORP PLC | $19,255 | $24,282 |
| 52 SHS ELI LILLY & CO | $6,745 | $14,891 |
| 539 SHS EMERSON ELEC | $38,921 | $52,849 |
| 390 SHS ENTERGY CORP | $41,401 | $45,533 |
| 481 EXXON MOBIL CORP | $30,257 | $39,726 |
| 789 SHS FIFTH THIRD BANCORP | $16,372 | $33,959 |
| 187 SHS GENERAL DYNAMICS CORP | $38,590 | $45,101 |
| 1641 SHS HEWLETT PACKARD | $23,441 | $27,421 |
| 38 SHS HOME DEPOT INC | $9,077 | $11,375 |
| 146 SHS JOHNSON & JOHNSON | $22,392 | $25,876 |
| 223 SHS JPMORGAN CHASE | $21,934 | $30,399 |
| 1718 SHS KINDER MORGAN INC | $24,331 | $32,487 |
| 328 SHS MAGNA INTL INC | $29,743 | $21,094 |
| 54 SHS MCDONALDS | $5,503 | $13,353 |
| 460 SHS MEDTRONIC PLC | $51,740 | $51,037 |
| 79 SHS MICROSOFT CORP | $15,986 | $24,356 |
| 80 SHS NORFOLK SOUTHERN CORP | $21,501 | $22,818 |
| 460 SHS NUTRIEN LTD REG | $28,113 | $47,835 |
| 145 SHS PACKAGING CORP AMERICA | $21,343 | $22,636 |
| 628 SHS PARAMOUNT GLOBAL | $21,668 | $23,745 |
| 82 SHS PEPSICO INC | $10,247 | $13,725 |
| 615 SHS PRINCIPAL FINANCIAL | $43,468 | $45,147 |
| 210 SHS PROCTOR & GAMBLE | $28,979 | $32,088 |
| 158 SHS QUEST DIAGNOSTICS INC | $20,771 | $21,624 |
| 638 SHS REALTY INCM CRP MD | $44,655 | $44,213 |
| 345 SHS SEAGATE TECH PLC | $25,271 | $31,016 |
| 305 SHS SYNCHRONY FINL COM | $14,644 | $10,617 |
| 55 SHS TARGET CORP | $5,979 | $11,672 |
| 331 SHS TEXAS INSTRUMENTS | $53,740 | $60,732 |
| 334 SHS TORONTO DOMINION BANK | $24,495 | $26,526 |
| 608 SHS TRUIST FINL CORP | $26,938 | $34,474 |
| 215 SHS TYSON FOODS INC CL A | $20,144 | $19,270 |
| 143 SHS UNITED PARCEL SVC | $15,903 | $30,668 |
| 112 SHS UNITEDHEALTH GROUP INC | $46,514 | $57,117 |
| 795 SHS VERIZON | $43,995 | $40,497 |
| 1500 SHS VICI PPTYS INC | $41,209 | $42,690 |
| 789 WILLIAMS COMPANIES | $21,740 | $26,360 |
| 5901 SHS AB GLOBAL BOND | $50,904 | $46,087 |
| 9738 SHS ALLSPRING ULTRA SHORT | $82,765 | $82,481 |
| 7922 SHS BLACKROCK HI YLD BD | $60,313 | $58,940 |
| 5828 SHS DOUBLELINE TOTAL RT | $63,546 | $57,231 |
| 8170 SHS EATON VANCE FLOATING | $71,185 | $70,997 |
| 137 SHS ISHARES CORE S&P MIDCA | $22,176 | $36,763 |
| 4494 SHS METROPOLITAN WEST | $49,102 | $45,749 |
| 1503 SHS OAKMARK INTL FD | $32,536 | $38,512 |
| 222 SHS VANGUARD GROWTH ETF | $31,710 | $63,847 |
| 152 SHS VANGUARD INFORMATION | $25,139 | $63,305 |
| 526 SHS VANGUARD INTERMEDIATE | $46,843 | $45,257 |
| 4240 SHS WESTERN ASSET CORE PL | $50,261 | $45,792 |
| 935 SHS WISDOMTREE INT'L | $35,593 | $37,185 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FFES | CategoryTxt |
| Legal Fees | $3,913 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $4,046 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ERC REFUND | Desc |
| Revenue And Expenses Per Books | $14,023 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,901 | Amt |
| Net Investment Income | $13,901 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $370 | $370 | $0 | $0 |
| PAYROLL TAXES | $11,355 | $5,678 | $0 | $5,677 |