KRIST FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KRIST FOUNDATION (EIN 31-1594569)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-12-18
- IRS object ID
- 201813529349100201
- Schema version
- 2017v2.3
- 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
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-18T08:22:11-06:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2017-04-01 | 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 | 2018-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John W Steffes | PreparerPersonNm |
| PTIN | P00186434 | PTIN |
| Phone | 7134994600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 76915820183525000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-12-18 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C05F97901279AF0647DFC7D8771036E0E35E774 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F163B7394A02593AB1D23FF5A4E129A361E2DE59 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,934,792 | 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 |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $87,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,567 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,819,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,773 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $208,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $208,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $39,336 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $19,668 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $19,668 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,907 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,711 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,127 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $465,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $465,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $546,953 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $495,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$338,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,131 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $178,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $174,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $174,247 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,890,579 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,558,221 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,760,545 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,069,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,732,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,934,792 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,069,209 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,732,468 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,069,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,732,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,069,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,732,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,069,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$338,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,845 | OtherIncreasesAmt |
| Subtotal | $2,732,468 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,732,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH 74250 - S/T | P | $29,635 | $27,094 | $2,541 | $2,541 |
| MERRILL LYNCH 74251 - S/T | P | $987,289 | $956,632 | $30,657 | $30,657 |
| MERRILL LYNCH 74250 - L/T | P | $277,958 | $233,205 | $44,753 | $44,753 |
| MERRILL LYNCH 74251 - L/T | P | $523,189 | $481,823 | $41,366 | $41,366 |
| CAPITAL GAIN DIVIDENDS | P | $1,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,773 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $478,926 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,651,609 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.180617 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $290,421 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $861,317 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.337182 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,540 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,083,450 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113102 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,873 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,098,874 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088157 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $149,740 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,055,451 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.141873 | DistributionYr5Rt |
| Total Distribution | 0.860931 | TotalDistributionRt |
| Average Distribution | 0.172186 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,174,645 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $546,629 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,581 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $548,210 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $495,285 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,163 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,163 | SubtotalAmt |
| Tax Based On Investment Income | $3,163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,866 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,866 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,297 | TaxDueAmt |
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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
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 | $3,027,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,673 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,222,990 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,222,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,174,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,163 | TotalTaxAmt |
| Distributable Before Adj | $155,569 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $155,569 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $155,569 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $495,285 | 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 | $495,285 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $495,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,569 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $98,396 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,497 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,475 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $248,589 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $348,090 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $808,047 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $495,285 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $155,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $339,716 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,147,763 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $98,396 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,049,367 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,497 | ExcessFromYear4Amt |
| Excess From Year3 | $69,475 | ExcessFromYear3Amt |
| Excess From Year2 | $248,589 | ExcessFromYear2Amt |
| Excess From Year1 | $348,090 | ExcessFromYear1Amt |
| Excess From Current Year | $339,716 | ExcessFromCurrentYearAmt |
| 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 | NO STANDARD FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RIGHT TO THE HEART | |||||||
| 2217 LAKE PARK DRIVE | LONGMONT | CO | 80503 | NONE | PC | CONTRIBUTION | $10,000 |
| UNIVERSITY OF TEXAS - longhorn foundation | |||||||
| PO Box 7399 | AUSTIN | TX | 78713 | NONE | PC | Contribution | $29,040 |
| Holocaust Museum Houston | |||||||
| 5401 Caroline St | Houston | TX | 77004 | none | PC | contribution | $11,000 |
| Kids in a New Groove | |||||||
| 3300 BEE CAVE RD STE 650 | AUSTIN | TX | 78746 | none | PC | contribution | $2,500 |
| TEXAS EXES ANNUAL GIVING CLUB | |||||||
| PO BOX 142309 | AUSTIN | TX | 78714 | NONE | PC | CONTRIBUTION | $3,000 |
| THE UNIVERSITY OF TEXAS - AUSTIN | |||||||
| PO BOX 65070 | SAN ANTONIO | TX | 78265 | NONE | PC | CONTRIBUTION | $2,000 |
| KRIST SAMARITAN CENTER FOR COUNSELING & EDUCATION | |||||||
| 16441 SPACE CENTER BLVD BLDG C ST | HOUSTON | TX | 77058 | NONE | PC | CONTRIBUTION | $100,000 |
| UT HEALTH SCIENCE CENTER AT HOUSTON | |||||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | NONE | PC | CONTRIBUTION | $175,000 |
| INTERNATIONAL ACADEMY OF TRIAL LAWYERS FOUNDATION | |||||||
| 5841 CEDAR LAKE ROAD SUITE 204 | MINNEAPOLIS | MN | 55416 | NONE | PC | CONTRIBUTION | $1,000 |
| CHI OMEGA FOUNDATION | |||||||
| 3395 PLAYERS CLUB PARKWAY | MEMPHIS | TN | 381258863 | NONE | PC | CONTRIBUTION | $2,500 |
| UNIVERSITY OF TEXAS FOUNDATION INC | |||||||
| PO BOX 1078 | SAN ANTONIO | TX | 78294 | NONE | PC | CONTRIBUTION | $2,500 |
| ARTHRITIS FOUNDATION | |||||||
| PO BOX 96280 | WASHINGTON | DC | 20090 | NONE | PC | CONTRIBUTION | $2,500 |
| MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4464 | HOUSTON | TX | 77210 | NONE | PC | CONTRIBUTION | $1,000 |
| UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION | |||||||
| 727 E DEAN KEETON STREET | AUSTIN | TX | 78705 | NONE | PC | CONTRIBUTION | $6,000 |
| HOUSTON METHODIST HOSPITAL FOUNDATION | |||||||
| 1707 SUNSET BLVD | HOUSTON | TX | 77005 | NONE | PC | CONTRIBUTION | $21,500 |
| TEXAS ACCESS TO JUSTICE FOUNDATION | |||||||
| PO Box 12886 | AUSTIN | TX | 78711 | NONE | PC | CONTRIBUTION | $10,000 |
| HOUSTON PUBLIC MEDIA FOUNDATION | |||||||
| PO BOX 4399 | HOUSTON | TX | 77210 | NONE | PC | CONTRIBUTION | $1,000 |
| SIGMA CHI FOUNDATION | |||||||
| PO BOX 201225 | AUSTIN | TX | 78720 | NONE | PC | CONTRIBUTION | $10,000 |
| AVDA | |||||||
| 1001 TEXAS AVE STE 600 | HOUSTON | TX | 77002 | NONE | PC | CONTRIBUTION | $25,000 |
| ST ANDREW'S EPISCOPAL SCHOOL | |||||||
| 1112 W 31ST STREET | AUSTIN | TX | 78705 | NONE | PC | CONTRIBUTION | $500 |
| THE BROOKWOOD COMMUNITY IN GEORGETOWN | |||||||
| 905 N Church Street | Georgetown | TX | 78626 | NONE | PC | CONTRIBUTION | $5,000 |
| ST THOMAS THE APOSTLE EPISCOPAL SCHOOL | |||||||
| 18300 UPPER BAY ROAD | NASSAU BAY | TX | 77058 | NONE | PC | CONTRIBUTION | $1,000 |
| TEXAS DEPARTMENT OF PUBLIC SAFETY FOUNDATION | |||||||
| 9600 Escarpment Blvd Suite 46 | Austin | TX | 78749 | NONE | PC | CONTRIBUTION | $1,000 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| One Baylor Plaza Suite 143A | Houston | TX | 77030 | NONE | PC | CONTRIBUTION | $25,000 |
| SCHOLARSHIPS TO INDIVIDUALS | |||||||
| 17100 EL CAMINO REAL | HOUSTON | TX | 77058 | NONE | I | CONTRIBUTION | $17,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $465,540 | 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 | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,567 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $120,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $208,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $208,367 | 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 | $7,900 | Amt |
| Net Investment Income | $3,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,950 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 455 SHS ALTRIA GROUP INC | $28,801 | $28,356 |
| 438 SHS AMN ELEC POWER CO | $23,420 | $30,042 |
| 1,185 SHS ASTRAZENECA PLC SPND | $38,140 | $41,439 |
| 792 SHS AT&T INC | $26,882 | $28,235 |
| 253 SHS AUTOMATIC DATA PROC | $28,005 | $28,710 |
| 769 SHS COCA COLA COM | $31,988 | $33,398 |
| 318 SHS DIGITAL RLTY TR INC | $22,581 | $33,511 |
| 20,603 SHS INTEL CORP | $15,723 | $29,113 |
| 318 SHS JP MORGAN CHASE & CO | $16,282 | $34,970 |
| 107 SHS KIMBERLY CLARK | $9,493 | $11,784 |
| 297 SHS KRAFT FOODS GROUP INC | $17,739 | $18,500 |
| 144 SHS LOCKHEED MARTIN CORP | $27,166 | $48,662 |
| 173 SHS MCDONALDS CORP | $18,051 | $27,054 |
| 822 SHS PFIZER INC | $25,736 | $29,173 |
| 344 SHS PHILIP MORRIS INTL | $32,206 | $34,194 |
| 794 SHS PROCTER & GAMBLE CO | $66,731 | $62,948 |
| 814 SHS TORONTO DOMINION BANK | $35,262 | $46,276 |
| 744 SHS VANGUARD GROWTH ETF | $84,013 | $105,559 |
| 1,024 SHS VANGUARD INTRMDIATE | $91,558 | $86,876 |
| 659 SHS VERIZON COMM | $27,127 | $31,513 |
| 7,515 SHS WESTERN ASSET CORE | $89,859 | $87,324 |
| 508 SHS CARNIVAL CORP PAIRED | $26,265 | $33,315 |
| 314 SHS CME GROUP INC | $36,935 | $50,786 |
| 221 SHS INTL BUSINESS MACHINES | $33,621 | $33,908 |
| 737 SHS ROYAL DUTCH SHELL | $40,220 | $48,296 |
| 433 SHS CVS HEALTH CORP | $29,306 | $26,937 |
| 831 SHS EMERSON ELEC CO | $51,599 | $56,757 |
| 600 SHS TEXAS INSTRUMENTS | $56,510 | $62,334 |
| 225 SHS UNION PACIFIC CORP | $22,992 | $30,247 |
| 516 SHS UNITED TECHS CORP | $61,890 | $64,923 |
| 5,214 SHS AB GLOBAL BOND | $44,901 | $43,433 |
| 11,257 SHS BLACKROCK HI YLD | $85,622 | $86,003 |
| 8,255 SHS DOUBLELINE TOTAL RET | $90,222 | $86,512 |
| 4,770 SHS EATON VANCE FLOATING | $41,766 | $43,169 |
| 339 SHS CORE S&P MIDCAP | $52,901 | $63,586 |
| 8,318 SHS METROPOLITAN WEST | $91,413 | $87,006 |
| 16,403 SHS PNC ULTRA SHORT | $163,027 | $161,898 |
| 613 SHS VANGUARD INFORMATION | $74,161 | $104,823 |
| 19,182 SHS WELLS FARGO ULTRA S | $162,845 | $161,896 |
| 1,499 SHS WISDOMTREE INTL | $57,444 | $65,311 |
| 286 SHS ABBVIE INC | $31,318 | $27,070 |
| 178 SHS AIR PRODUCT & CHEM | $30,137 | $28,307 |
| 458 SHS ALASKA AIR GROUP INC | $29,229 | $28,378 |
| 132 SHS AMGEN INC COM | $24,836 | $22,503 |
| 475 SHS BB&T CORPORATION | $23,455 | $24,719 |
| 103 SHS BOEING COMPANY | $35,117 | $33,772 |
| 327 SHS C.H.ROBINSON WORLDWIDE | $27,039 | $30,643 |
| 915 SHS CISCO SYSTEM INC | $32,367 | $39,244 |
| 258 SHS CROWN CASTLE REIT INC | $28,487 | $28,279 |
| 409 SHS GENERAL MOTORS CO | $18,476 | $14,863 |
| 667 SHS HSBC HLDG PLC | $35,091 | $31,796 |
| 22,558 SHS ILLINOIS TOOL WORKS | $24,156 | $22,402 |
| 416 SHS MERCK AND CO INC | $25,696 | $22,660 |
| 510 SHS PAYCHEX INC | $32,802 | $31,411 |
| 426 SHS REPUBLIC SERVICES INC | $29,011 | $28,214 |
| 324 SHS TARGET CORP | $24,887 | $22,495 |
| 288 SHS TIFFANY & CO | $27,818 | $28,126 |
| 477 SHS TRANSCANADA CORP | $22,736 | $19,705 |
| 862 SHS VODAFONE GROUP PLC | $25,825 | $23,981 |
| 2,275 SHS OAKMARK INTL FUND | $49,335 | $63,200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $1,845 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $19,907 | Amt |
| Net Investment Income | $19,907 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $584 | $584 | |
| PAYROLL TAXES | $12,253 | $6,127 | $6,127 |
| EXCISE TAX | $1,433 |