KRIST FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KRIST FOUNDATION (EIN 31-1594569)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-10-02
- IRS object ID
- 201402759349100300
- Schema version
- 2013v3.1
- 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
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-02T09:31:11-05:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Post Oak Blvd Ste 3200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | 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 | BusinessNameLine1 |
| 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 | 2600 South Shore Blvd | AddressLine1 |
| Address Line2 | Suite 120 | AddressLine2 |
| City | League City | City |
| State | TX | State |
| ZIP Code | 77573 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD D KRIST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7134994600 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134994600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,105,611 | 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 | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $255,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,805 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,107 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,429 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $11,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,693 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,873 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,873 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,088 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,414 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,440 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $925,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $904,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,043,171 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $990,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $967,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,105,611 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $990,153 | RetainedEarningBOYAmt |
| Retained Earning EOY | $967,065 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $990,153 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $967,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $990,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $967,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $990,153 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,088 | ExcessRevenueOverExpensesAmt |
| Subtotal | $967,065 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $967,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH ST - DETAILS AVAILABLE UPON REQUEST | P | 2013-01-01 | 2013-12-31 | $970 | $994 | -$24 | -$24 |
| MERRILL LYNCH LT - DETAILS AVAILABLE UPON REQUEST | P | 2012-01-01 | 2013-12-31 | $255,004 | $202,175 | $52,829 | $52,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,805 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $149,740 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,055,451 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.141873 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,140 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,080,042 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081608 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,189 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $382,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.296303 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,351 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $196,798 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.433699 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $127,845 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $168,801 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.757371 | DistributionYr5Rt |
| Total Distribution | 1.710854 | TotalDistributionRt |
| Average Distribution | 0.342171 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,098,874 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $376,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $784 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $376,787 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,873 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,568 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,568 | SubtotalAmt |
| Tax Based On Investment Income | $1,568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $431 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $431 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2812838500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 SOUTH SHORE BLVD SUITE 120 | AddressLine1 |
| City | LEAGUE CITY | City |
| State | TX | State |
| ZIP Code | 77573 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD D KRIST | ||||||||
| 2600 South Shore Blvd | League City | TX | 77573 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| CAROLE D KRIST | ||||||||
| 2600 South Shore Blvd | League City | TX | 77573 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| KEVIN D KRIST | ||||||||
| 2600 South Shore Blvd | League City | TX | 77573 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SCOTT C KRIST | ||||||||
| 2600 South Shore Blvd | League City | TX | 77573 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| KARYN D KRIST | ||||||||
| 2600 South Shore Blvd | League City | TX | 77573 | 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 | $1,039,177 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,115,608 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,115,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,098,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,568 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,568 | TotalTaxAmt |
| Distributable Before Adj | $53,376 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,376 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,376 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,873 | 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 | $96,873 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $96,873 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,376 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $119,495 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $75,589 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,266 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,802 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $98,396 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $422,548 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $53,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,497 | RemainingDistriFromCorpusAmt |
| Total Corpus | $466,045 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $119,495 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $346,550 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,589 | ExcessFromYear4Amt |
| Excess From Year3 | $94,266 | ExcessFromYear3Amt |
| Excess From Year2 | $34,802 | ExcessFromYear2Amt |
| Excess From Year1 | $98,396 | ExcessFromYear1Amt |
| Excess From Current Year | $43,497 | 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 | 2600 SOUTH SHORE BLVD SUITE 120 | AddressLine1 |
| City | LEAGUE CITY | City |
| State | TX | State |
| ZIP Code | 77573 | ZIPCode |
| 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 LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RIGHT TO THE HEART | |||||||
| 2217 LAKE PARK DRIVE | LONGMONT | CO | 80503 | NONE | PC | CONTRIBUTION | $5,000 |
| UNIVERSITY OF TEXAS - longhorn foundation | |||||||
| PO Box 13178 | AUSTIN | TX | 78711 | NONE | PC | Contribution | $25,240 |
| Holocaust Museum Houston | |||||||
| 5401 Caroline St | Houston | TX | 77004 | none | PC | contribution | $1,000 |
| Texas access to justice foundation | |||||||
| PO Box 12487 | Austin | TX | 78711 | none | PC | contribution | $5,000 |
| Kids in a New Groove | |||||||
| 3300 Bee Cave Hills Rd Ste 650-216 | AUSTIN | TX | 78746 | none | PC | contribution | $25,000 |
| Texas Appleseed | |||||||
| 1609 Shoal Creek Blvd Suite 201 | Austin | TX | 78701 | NONE | PC | Contribution | $5,000 |
| International Academy of Trial Lawyers | |||||||
| 5841 Cedar Lake Road Suite 204 | Minneapolis | MN | 55416 | NONE | PC | Contribution | $2,500 |
| KRIST SAMARITAN CENTER FOR COUNSELING & EDUCATION | |||||||
| 17555 El Camino Real | HOUSTON | TX | 77058 | NONE | PC | CONTRIBUTION | $2,783 |
| HOUSTON HOSPICE | |||||||
| 1905 Holcombe Blvd | HOUSTON | TX | 77030 | NONE | PC | CONTRIBUTION | $2,000 |
| Houston PBS | |||||||
| 4343 Elgin | Houston | TX | 77204 | NONE | PC | CONTRIBUTION | $700 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 4635 SOUTHWEST FREEWAY SUITE 400 | HOUSTON | TX | 77027 | NONE | PC | CONTRIBUTION | $6,000 |
| SVG HEALTH AND EDUCATION FOUNDATION | |||||||
| 12600 DEERFIELD PARKWAY SUITE 100 | ALPHARETTA | GA | 30004 | NONE | PC | CONTRIBUTION | $2,500 |
| CLEAR CREEK EDUCATION FOUNDATION | |||||||
| PO BOX 1631 | LEAGUE CITY | TX | 77574 | NONE | PC | CONTRIBUTION | $1,000 |
| RICE UNIVERSITY ATHLETICS | |||||||
| 6100 MAIN STREET MS 548 | HOUSTON | TX | 77005 | NONE | PC | CONTRIBUTION | $150 |
| UNITED WAY OF THE TEXAS GULF COAST | |||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | NONE | PC | CONTRIBUTION | $500 |
| TEXAS WOMEN FOR THE ARTS | |||||||
| 823 CONGRESS SUITE 650 | AUSTIN | TX | 78701 | NONE | PC | CONTRIBUTION | $2,500 |
| THE SALVATION ARMY OF GREATER HOUSTON | |||||||
| PO BOX 204104 | HOUSTON | TX | 77216 | NONE | PC | CONTRIBUTION | $500 |
| TEXAS EXES ANNUAL GIVING CLUB | |||||||
| PO BOX 142309 | AUSTIN | TX | 78714 | NONE | PC | CONTRIBUTION | $2,500 |
| THE METHODIST HOSPITAL FOUNDATION | |||||||
| PO BOX 4384 | HOUSTON | TX | 77210 | NONE | PC | CONTRIBUTION | $1,000 |
| DREME SCIENCE LITERACY FOUNDATION | |||||||
| PO BOX 580568 | HOUSTON | TX | 77258 | NONE | PC | CONTRIBUTION | $5,000 |
| FLATONIA ATHLETICS | |||||||
| 400 EAST 4TH STREET PO BOX 189 | FLATONIA | TX | 78941 | NONE | PC | CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,873 | 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 | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,278 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,805 | 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 | $90,107 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,107 | 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 | $2,200 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 522 SHS ABBVIE INC | $17,026 | $26,831 |
| 2460 SHS ALLIANCE BERNSTEIN | $21,948 | $23,496 |
| 356 SHS ALTRIA GROUP INC | $11,262 | $13,325 |
| 422 SHS AMN ELEC POWER CO | $19,750 | $21,379 |
| 410 SHS ARTISAN INTERNATIONAL | $13,176 | $15,130 |
| 594 SHS AT&T INC | $18,352 | $20,832 |
| 329 SHS AUTOMATIC DATA PROC | $26,337 | $25,419 |
| 505 SHS BARON REAL ESTATE FUND | $9,866 | $11,892 |
| 465 SHS BCE INC | $18,561 | $20,060 |
| 351 SHS BRISTOL-MYERS SQUIBB | $11,743 | $18,234 |
| 221 SHS CHEVRON CORP | $22,454 | $26,279 |
| 783 SHS CONAGRA FOODS INC | $23,680 | $24,296 |
| 417 SHS DELAFIELD FUND | $12,661 | $15,999 |
| 663 SHS DELAWARE U.S. GROWTH | $11,947 | $16,539 |
| 528 SHS DIGITAL RLTY TR INC | $34,715 | $28,026 |
| 210 SHS DU PONTE EI DE NEMOURS | $10,448 | $14,091 |
| 2916 SHS EATON VANCE FLOATING | $25,962 | $26,369 |
| 423 SHS FAIRHOLME FUND | $14,970 | $17,158 |
| 983 SHS GENERAL ELECTRIC | $21,825 | $25,450 |
| 533 SHS GOLDMAN SACHS GROWTH | $13,404 | $16,526 |
| 504 SHS GLAXOSMITHKLINE PLC | $26,363 | $26,929 |
| 1022 SHS INTEL CORP | $26,972 | $26,382 |
| 943 SHS INVESCO DIVERSIFIED | $11,988 | $16,529 |
| 325 SHS IVY SCIENCE | $13,175 | $18,506 |
| 1814 SHS JANUS FLEXIBLE BOND | $19,076 | $19,031 |
| 524 SHS JP MORGAN LARGE CAP | $12,362 | $16,443 |
| 342 SHS JP MORGAN CHASE & CO | $13,973 | $20,763 |
| 251 SHS KIMBERLY CLARK | $18,758 | $27,673 |
| 369 SHS KRAFT FOODS GROUP INC | $16,836 | $20,701 |
| 1638 SHS LOOMIS SAYLES | $25,057 | $27,417 |
| 172 SHS LOCKHEED MARTIN CORP | $26,352 | $28,077 |
| 279 SHS MCDONALDS CORP | $27,118 | $27,350 |
| 304 SHS NEXTERA ENERGY INC | $19,879 | $29,068 |
| 284 SHS OCCIDENTAL PETE CORP | $25,180 | $27,062 |
| 449 SHS PACCAR INC | $19,523 | $30,281 |
| 159 SHS PHILIP MORRIS INTL | $13,964 | $13,017 |
| 656 SHS PPL CORPORATION | $19,791 | $21,740 |
| 200 SHS PRUDENTIAL JENNISON | $11,367 | $10,848 |
| 757 SHS SPECTRA ENERGY CORP | $23,008 | $27,964 |
| 1779 SHS TEMPLETON GLBL BOND | $22,118 | $23,243 |
| 348 SHS THOMSON REUTERS CORP | $13,156 | $11,902 |
| 586 SHS THE OAKMARK INTL FUND | $13,175 | $15,549 |
| 440 SHS TORONTO DOMINION BANK | $18,175 | $20,658 |
| 259 SHS VANGUARD VALUE ETF | $15,100 | $20,230 |
| 219 SHS VANGUARD GROWTH ETF | $15,477 | $20,472 |
| 441 SHS REIT VENTAS INC | $25,049 | $26,711 |
| 562 SHS VERIZON COMM | $21,013 | $26,734 |
| 3976 SHS VIRTUS MULTI SECTOR | $19,101 | $19,445 |
| 596 SHS YACKTMAN FOCUSED FUND | $11,432 | $15,115 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $7,769 | $7,769 |
| MISCELLANEOUS | $3,924 | $3,924 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAID | CategoryTxt |
| Amt | $2,429 | Amt |