KRIST FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KRIST FOUNDATION (EIN 31-1594569)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-09-09
- IRS object ID
- 201212539349100201
- Schema version
- 2011v1.2
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-09T18:51:35-05:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311594569 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Krist Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RONALD D KRIST TRUSTEE | InCareOfName |
| Name Control | KRIS | NameControl |
| Phone | 2812838500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 South Shore Blvd | AddressLine1 |
| City | League City | City |
| State | TX | State |
| ZIP Code | 77573 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD D KIRST | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-08-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John W Steffes | Name |
| Phone | 7134994600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1111438 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 43 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 43 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 38414 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 38414 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -4070 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 49488 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 39387 | TotalRevenueAndExpenses |
| Total Net Investment Income | 38457 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5255 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5255 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 7255 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5255 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 88140 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 88140 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95395 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5255 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 88140 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -56008 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 33202 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 58113 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 43648 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 43648 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1097982 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1056439 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1067790 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1156095 | TotalAssetsBOY |
| Total Assets EOY | 1100087 | TotalAssetsEOY |
| Total Assets EOYFMV | 1111438 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1156095 | RetainedEarningsBOY |
| Retained Earnings EOY | 1100087 | RetainedEarningsEOY |
| Total Net Assets BOY | 1156095 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1100087 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1156095 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1100087 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1156095 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -56008 | ExcessOfRevenueOverExpenses |
| Subtotal | 1100087 | Subtotal |
| Total Net Assets Fund Balances EOY | 1100087 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | DETAILS AVAILABLE UPON REQUEST | DescriptionOfAsset |
| Date Acquired | 2011-12-31 | DateAcquired |
| Date Sold | 2012-12-31 | DateSold |
| Gross Sales Price | 49488 | GrossSalesPrice |
| Cost Or Other Basis | 53558 | CostOrOtherBasis |
| Gain Or Loss | -4070 | GainOrLoss |
| Gains Minus Excess Or Losses | -4070 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -4070 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 113189 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 382004 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.296303 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 85351 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 196798 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.433699 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 127845 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 168801 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.757371 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 59074 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 234340 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.252087 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 47658 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 259676 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.183529 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.922989 | TotalDistributionRatio |
| Average Distribution Ratio | 0.384598 | AverageDistributionRatio |
| Net Noncharitable Assets | 1080042 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 415382 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 332 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 415714 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 88140 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 664 | InvestmentIncomeExciseTax |
| Subtotal | 664 | Subtotal |
| Tax Based On Investment Income | 664 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 431 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 431 | TotalCreditsAndPayments |
| Tax Due | 233 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD D KRIST TRUSTEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2812838500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| RONALD D KRIST | ||||||
| 2600 South Shore Blvd | League City | TX | 77573 | PRESIDENT | 1.0 | 0 |
| CAROLE D KRIST | ||||||
| 2600 South Shore Blvd | League City | TX | 77573 | DIRECTOR | 1.0 | 0 |
| KEVIN D KRIST | ||||||
| 2600 South Shore Blvd | League City | TX | 77573 | DIRECTOR | 1.0 | 0 |
| SCOTT C KRIST | ||||||
| 2600 South Shore Blvd | League City | TX | 77573 | DIRECTOR | 1.0 | 0 |
| KARYN D KRIST | ||||||
| 2600 South Shore Blvd | League City | TX | 77573 | DIRECTOR | 1.0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES. EXPENDITURES ARE DIRECT DONATIONS OVER WHICH THE FOUNDATION EXERCISES NO CONTROL. | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1049819 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 46670 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1096489 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1096489 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16447 | CashDeemedCharitable |
| Net Noncharitable Assets | 1080042 | NetNoncharitableAssets |
| Minimum Investment Return | 54002 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 54002 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 664 | TaxBasedOnInvestmentIncome |
| Total Tax | 664 | TotalTax |
| Distributable Amount Before Adj | 53338 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 53338 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 53338 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 88140 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 88140 | QualifyingDistributions |
| Adj Qualifying Distributions | 88140 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 53338 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 34958 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 48009 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 119495 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 75589 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 94266 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 372317 | TotalExcessDistriCarryover |
| Qualifying Distributions | 88140 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 53338 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34802 | RemainingDistriFromCorpus |
| Total Corpus | 407119 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 34958 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 372161 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 48009 | ExcessFromYear4 |
| Excess From Year3 | 119495 | ExcessFromYear3 |
| Excess From Year2 | 75589 | ExcessFromYear2 |
| Excess From Year1 | 94266 | ExcessFromYear1 |
| Excess From Current Year | 34802 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD D KRIST | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RONALD D KRIST | RecipientName |
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 Number | 2812838500 | RecipientPhoneNumber |
| Form And Info And Materials | NO STANDARD FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| RIGHT TO THE HEART | |||||||
| 2217 LAKE PARK DRIVE | LONGMONT | CO | 80503 | NONE | 501(C)(3) | CONTRIBUTION | $5,000 |
| UNIVERSITY OF TEXAS - longhorn foundation | |||||||
| PO Box 13178 | AUSTIN | TX | 78711 | NONE | 501(C)(3) | Contribution | $25,240 |
| HOUSTON PBS | |||||||
| PO BOX 4415 | Houston | TX | 77210 | NONE | 501(C)(3) | Contribution | $1,000 |
| MD Anderson Cancer Center | |||||||
| PO Box 4464 | Houston | TX | 772104464 | none | 501(c)(3) | contribution | $1,000 |
| Holocaust Museum Houston | |||||||
| 5401 Caroline St | Houston | TX | 77004 | none | 501(c)(3) | contribution | $6,000 |
| Bay Area Chi Omega Alumnae | |||||||
| 9101 CAMELBACK DRIVE | AUSTIN | TX | 78733 | none | 501(c)(3) | contribution | $1,400 |
| Texas access to justice foundation | |||||||
| PO Box 12487 | Austin | TX | 78711 | none | 501(c)(3) | contribution | $5,000 |
| Kids in a New Groove | |||||||
| 3300 Bee Cave Hills Rd Ste 650-216 | AUSTIN | TX | 78746 | none | 501(c)(3) | contribution | $15,000 |
| Flatonia Athletics | |||||||
| PO Box 189 | Flatonia | TX | 78941 | NONE | 501(C)(3) | Contribution | $1,000 |
| Anti-Defamation League | |||||||
| 4635 Southwest Freeway Suite 400 | Houston | TX | 77027 | NONE | 501(c)(3) | Contribution | $1,000 |
| UT Foundation | |||||||
| PO BOX 1078 | SAN ANTONIO | TX | 78294 | NONE | 501(C)(3) | Contribution | $3,000 |
| Texas Appleseed | |||||||
| 1609 Shoal Creek Blvd Suite 201 | Austin | TX | 78701 | NONE | 501(C)(3) | Contribution | $5,000 |
| International Academy of Trial Lawyers | |||||||
| 5841 Cedar Lake Road Suite 204 | Minneapolis | MN | 55416 | NONE | 501(C)(6) | Contribution | $1,000 |
| CLEAR CREEK EDUCATION FOUNDATION | |||||||
| PO BOX 1631 | LEAGUE CITY | TX | 77574 | NONE | 501(C)(3) | CONTRIBUTION | $500 |
| KAY & JOHNNIE ROUNDTREE SCHOLARSHIP FUND | |||||||
| 14705 WOODFOREST BLVD | HOUSTON | TX | 77015 | NONE | 501(C)(3) | CONTRIBUTION | $1,000 |
| FOUNDATION FOR TEEN HEALTH | |||||||
| 1504 TAUB LOOP | HOUSTON | TX | 77030 | NONE | 501(C)(3) | CONTRIBUTION | $1,500 |
| GENERATION ONE ACADEMY | |||||||
| PO BOX 8280 | HOUSTON | TX | 77288 | NONE | 501(C)(3) | CONTRIBUTION | $250 |
| LAMAR UNIVERSITY MEN'S GOLF TEAM | |||||||
| 211 REDBIRD LANE | BEAUMONT | TX | 77710 | NONE | 501(C)(3) | CONTRIBUTION | $5,000 |
| UNIVERSITY OF ST THOMAS | |||||||
| 3800 MONTROSE BLVD | HOUSTON | TX | 77006 | NONE | 501(C)(3) | CONTRIBUTION | $1,000 |
| EXPLORE AUSTIN | |||||||
| 212 E CESAR CHAVEZ STREET | AUSTIN | TX | 78702 | NONE | 501(C)(3) | CONTRIBUTION | $500 |
| TEXAS EXES ANNUAL GIVING CLUB | |||||||
| PO BOX 142309 | AUSTIN | TX | 78714 | NONE | 501(C)(3) | CONRIBUTION | $2,500 |
| TEXAS CHILDREN'S HOSPITAL | |||||||
| 6621 FANNIN STREET | HOUSTON | TX | 77030 | NONE | 501(C)(3) | CHARITABLE | $250 |
| UT SYSTEM | |||||||
| 210 W 6TH STREET SUITE 1 200 | AUSTIN | TX | 78701 | NONE | 501(C)(3) | CONTRIBUTION | $3,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 96735 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | CONTRIBUTION | $1,000 |
| UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION | |||||||
| 727 E DEAN KEETON STREET | AUSTIN | TX | 78705 | NONE | 501(C)(3) | CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 88140 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $43 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $38,414 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$4,070 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,387 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 34387 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (19 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 10000 SHS CONOCO PHILLIPS | 745385 | 760100 |
| 3092 SHS ALLIANCE BERNSTEIN | 25801 | 26040 |
| 1342 SHS CGM ADVISOR TARGETED | 15369 | 14900 |
| 261 SHS COLUMBIA SELIGMAN | 12671 | 13682 |
| 415 SHS DELAFIELD FUND | 12360 | 13009 |
| 2897 SHS EATON VANCE FLOATING | 25662 | 25530 |
| 444 SHS FAIRHOLME FUND | 15810 | 13485 |
| 659 SHS GOLDMAN SACHS GROWTH | 16212 | 17049 |
| 1007 SHS INVESCO DIVERSIFIED | 12669 | 13145 |
| 922 SHS IVY INTERNATIONAL | 15844 | 14143 |
| 2474 SHS JANUS FLEXIBLE BOND | 25808 | 26405 |
| 554 SHS JOHN HANCOCK LARGE CAP | 15258 | 15524 |
| 841 SHS JOHN HANCOCK GLOBAL | 15325 | 12944 |
| 1760 SHS LOOMIS SAYLES | 26320 | 26682 |
| 1737 SHS PIMCO REAL RETURN | 19724 | 20768 |
| 2344 SHS PIMCO TOTAL RETURN | 25421 | 25996 |
| 447 SHS PRUDENTIAL FINANCIAL | 6217 | 5924 |
| 214 SHS PRUDENTIAL JENNISON | 12192 | 10762 |
| 429 SHS THORNBURG INTERNTNL | 12391 | 11702 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 5255 | RevenueAndExpensesPerBooks |
| Net Investment Income | 5255 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAID | Category |