2025-11-12T13:16:56-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990PF 2024-01-01 832037794 THE RIST FAMILY FOUNDATION C/O BRIAN RIST RIST 2392625248 5327 SUMMERLIN COMMONS BLVD 33133 FORT MYERS FL 33907 BRIAN RIST PRESIDENT 2392625248 2025-11-11 1 1 CHAD T MCCOY P01565151 3122071040 2025-11-10 2024 2025-03-06 01:10:19Z X 11192037 X 200000 X 97476 97476 37792 37792 216072 2986770 216072 5527 5527 556867 356867 40000 0 40000 108834 0 108834 170 0 0 39677 1358 38319 28678 26842 1836 217359 28200 188989 1753519 1753519 1970878 28200 1942508 -1414011 328667 408458 612914 612914 8170736 6551300 10078154 500000 499851 499851 4278 4278 0 1118 1118 9079194 7665183 11192037 0 0 X 0 0 0 0 9079194 7665183 9079194 7665183 9079194 7665183 9079194 -1414011 0 7665183 0 7665183 FINEMARK #5006 ST P 2024-01-01 2024-12-31 1067837 1019957 47880 47880 FINEMARK #5006 LT P 2024-01-01 2024-12-31 1915891 1750741 165150 165150 CAPITAL GAINS DIVIDENDS P 3042 3042 3042 216072 4568 0 4568 0 4568 3490 0 2500 0 5990 0 1422 1422 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A THE RIST FAMILY FOUNDATION 2392752556 5327 SUMMERLIN COMMONS BLVD STE 331 FORT MYERS FL 33907 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN RIST 5466 DELIDO CT CAPE CORAL FL 33904 PRESIDENT/DIRECTOR 30.00 40000 0 0 KIM MARIE RIST 5466 DELIDO CT CAPE CORAL FL 33904 VICE PRESIDENT/SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 10078154 618979 0 10697133 0 0 10697133 160457 10536676 526834 526834 4568 4568 522266 0 522266 0 522266 1942508 0 1942508 522266 0 0 102201 37636 953328 1591164 1173772 3858101 1942508 0 0 0 522266 1420242 0 0 5278343 0 0 0 0 0 0 102201 5176142 37636 953328 1591164 1173772 1420242 BRIAN RIST KIM MARIE RIST X HARRY CHAPIN FOOD BANK 3760 FOWLER STREET FORT MYERS FL 33901 NONE PC CHARITABLE 7500 IMAG 2000 CRANFORD AVENUE FORT MYERS FL 33916 NONE PC CHARITABLE 5000 IMAG 2000 CRANFORD AVENUE FORT MYERS FL 33916 NONE PC CHARITABLE 5000 JA BUSINESS HALL OF FAME 12320 ORACLE BLVD STE 310 COLORADO SPRINGS CO 80921 NONE PC CHARITABLE 25000 U-MASS ONE PERKINS STREET LOWELL MA 01854 NONE PC CHARITABLE 945000 SWFL CHILDREN CHARITY WINE FEST 12811 KENWOOD LANE SUITE 110 FORT MYERS FL 33907 NONE PC CHARITABLE 40000 LEE BIA BUILDERS CARE 6835 INTERNATIONAL CENTER BLVD STE 4 FORT MYERS FL 33912 NONE PC CHARITABLE 10000 STARABILITY FOUNDATION 720 GOODLETTE-FRANK RD 400 NAPLES FL 34102 NONE PC CHARITABLE 515 SHELL MUSEUM PO BOX 1580 SANIBEL FL 33957 NONE PC CHARITABLE 10000 BIG BROTHERS BIG SISTERS OF SWFL 2400 TAMIAMI TRAIL NORTH SUITE 303 FORT MYERS FL 33919 NONE PC CHARITABLE 504 VALERIE'S HOUSE 3551 SHOEMAKER LANE FORT MYERS FL 33916 NONE PC CHARITABLE 5000 FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD FORT MYERS FL 33965 NONE PC CHARITABLE 300000 FLORIDA SOUTHWESTERN STATE COLLEGE 8099 COLLEGE PKWY I-124 FORT MYERS FL 33919 NONE PC CHARITABLE 400000 1753519 0 14 97476 14 37792 18 216072 SEAGATE K-1 ORDINARY INCOME 523000 14 -149 OTHER INCOME - FINEMARK 523000 14 5676 0 356867 0 356867 0 0 0 0 0 0 0 0 0 0 STOCK INVESTMENTS 6551300 10078154 PARTNERSHIP INTEREST INVESTMENTS FMV 499851 499851 ACCRUED INVESTMENT INCOME 1118 1118 OFFICE EXPENSES 1124 0 1124 OTHER EXPENSES 712 0 712 INVESTMENT FEES 26842 26842 0 SEAGATE K-1 ORDINARY INCOME -149 -149 -149 OTHER INCOME - FINEMARK 5676 5676 5676 ACCOUNTING FEES 170 0 0 PAYROLL TAXES 33091 0 33091 FOREIGN TAXES PAID 1358 1358 0 STATE AND LOCAL TAXES 228 0 228 FEDERAL TAXES 5000 0 5000