THE CREDENCE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: THE CREDENCE FOUNDATION (EIN 27-2931971)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-04-19
IRS object ID: 202441109349100304
Schema version: 2023v5.0
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-04-19T10:15:54-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	272931971	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CREDENCE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CRED	BusinessNameControlTxt
Phone	4058237249	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5323 POCAHONTAS STREET	AddressLine1Txt
City	BELLAIRE	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	774014822	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TERRENCE RUDER	PersonNm
Person Title	SECRETARY/TREASURER	PersonTitleTxt
Phone	4058237249	PhoneNum
Signature	2024-04-19	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	TERRENCE	PersonFirstNm
Person Last	RUDER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,293,433	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	$1,350	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$31,065	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$31,065	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$91,292	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$351,890	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$91,292	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$123,707	TotalRevAndExpnssAmt
Total Net Invst Incm	$122,357	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,050	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,050	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$4,686	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,686	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,352	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$65	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$7,153	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,736	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$67,021	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$67,021	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$74,174	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,736	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$67,021	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$49,533	ExcessRevenueOverExpensesAmt
Net Investment Income	$116,621	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$94,763	CashBOYAmt
Cash EOY	$123,455	CashEOYAmt
Cash EOYFMV	$123,455	CashEOYFMVAmt
Corporate Stock BOY	$609,726	CorporateStockBOYAmt
Corporate Stock EOY	$495,601	CorporateStockEOYAmt
Corporate Stock EOYFMV	$680,895	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$233,886	CorporateBondsBOYAmt
Corporate Bonds EOY	$384,726	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$383,665	CorporateBondsEOYFMVAmt
Other Investments BOY	$72,442	OtherInvestmentsBOYAmt
Other Investments EOY	$50,701	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$105,418	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,010,817	TotalAssetsBOYAmt
Total Assets EOY	$1,054,483	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,293,433	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,010,817	RetainedEarningBOYAmt
Retained Earning EOY	$1,054,483	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,010,817	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,054,483	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,010,817	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,054,483	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,010,817	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$49,533	ExcessRevenueOverExpensesAmt
Other Increases	$160	OtherIncreasesAmt
Subtotal	$1,060,510	SubtotalAmt
Other Decreases	$6,027	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,054,483	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY X0396	P	2023-12-31	$18,952	$15,191	$3,761	$3,761
FIDELITY X0396	P	2023-12-31	$307,938	$220,407	$87,531	$87,531
FIDELITY X0400	P	2023-12-15	$25,000	$25,000	$0	$0

Field	Value	IRS element (for citing)
Capital Gain Net Income	$91,292	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,621	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,621	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,621	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,600	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,600	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$21	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	OK	OrgReportOrRegisterStateCd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	NONE	WebsiteAddressTxt
Individual With Books	TERRENCE L RUDER	IndividualWithBooksNm
Phone	4058237249	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5323 POCAHONTAS STREET	AddressLine1Txt
City	BELLAIRE	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	774014822	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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
CYNTHIA L RUDER
5323 POCAHONTAS STREET	BELLAIRE	TX	77401	PRESIDENT	4.50	$0	$0	$0
TERRENCE L RUDER
5323 POCAHONTAS STREET	BELLAIRE	TX	77401	SECRETARY/TREASURER	4.90	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,037,769	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$117,433	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,155,202	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,155,202	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$17,328	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,137,874	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$56,894	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$56,894	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,621	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,621	TotalTaxAmt
Distributable Before Adj	$55,273	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$55,273	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$55,273	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$67,021	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$67,021	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$55,273	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$189,754	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$181,880	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1	$34,593	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$406,227	TotalExcessDistributionCyovAmt
Qualifying Distributions	$67,021	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$55,273	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$11,748	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$417,975	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$189,754	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$228,221	ExcessDistriCyovToNextYrAmt
Excess From Year4	$181,880	ExcessFromYear4Amt
Excess From Year1	$34,593	ExcessFromYear1Amt
Excess From Current Year	$11,748	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	CYNTHIA L RUDER	ContributingManagerNm
Contributing Manager	TERRENCE L RUDER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CATHERINE'S HOUSE INC
PO BOX 1633	BELMONT	NC	28012	NONE	PC	PROVIDE FUNDS FOR TRANSITIONAL HOUSING FOR HOMELESS WOMEN AND CHILDREN	$1,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STREET	BALTIMORE	MD	21201	NONE	PC	PROVIDE FUNDS TO SUPPORT SERVICES PROVIDED TO IMPOVERISHED AND DISADVANTAGED PEOPLE STARVING IN SOMALIA AND KENYA.	$1,000
CROSS CATHOLIC OUTREACH
PO BOX 273908	BOCA RATON	FL	33427	NONE	PC	PROVIDE FUNDS FOR HOUSING, FOOD, WATER, AND MEDICAL CARE FOR IMPOVERISHED FAMILIES.	$38,237
CYNTHIA ROMERO
300 N VISTA DR APT 818	HOUSTON	TX	77073	NONE	I	PAYMENT FOR HOUSING	$991
ILHAMUDIN KHADIMZAI
6233 GULFTON STREET APT 3112	HOUSTON	TX	77081	NONE	I	PAYMENT FOR HOUSING	$675
INDIGENT PERSON HOMELESS
5323 POCAHONTAS STREET	HOUSTON	TX	77401	NONE	I	PAYMENT FOR FOOD	$13
INDIGENT PERSON HOMELESS
5323 POCAHONTAS STREET	HOUSTON	TX	77401	NONE	I	PAYMENT FOR FOOD	$12
INDIGENT PERSON HOMELESS
5323 POCAHONTAS STREET	HOUSTON	TX	77401	NONE	I	PAYMENT FOR FOOD	$10
INDIGENT PERSON HOMELESS
5323 POCAHONTAS STREET	HOUSTON	TX	77401	NONE	I	PAYMENT FOR FOOD	$6
INDIGENT PERSON HOMELESS
5323 POCAHONTAS STREET	HOUSTON	TX	77401	NONE	I	PAYMENT FOR FOOD	$11
INDIGENT PERSON HOMELESS
5323 POCAHONTAS STREET	HOUSTON	TX	77401	NONE	I	PAYMENT FOR FOOD	$20
INDIGENT PERSON HOMELESS
5323 POCAHONTAS STREET	HOUSTON	TX	77401	NONE	I	PAYMENT FOR GAS	$40
MOVING WATERS INC
13831 CAMPWOOD LANE	CYPRESS	TX	77429	NONE	PC	PROVIDE FUNDS TO IMPROVE THE QUALITY OF LIFE FOR HOMELESS PEOPLE BY PROVIDING SHOWERS, VIA A MOBILE SHOWER SERVICE, HYGIENE PRODUCTS, & ESSENTIAL CLOTHING	$1,000
OMAR AHMADI
6233 GULFTON STREET APT 2204	HOUSTON	TX	77081	NONE	I	PAYMENTS FOR HOUSING, FOOD AND BABY SUPPLIES	$769
MARTA BELTRAN
6600 HILLCROFT STREET APT F1063	HOUSTON	TX	77081	NONE	I	PAYMENTS FOR HOUSING	$3,265
NAZARIO CHACACH
5909 GLENMONT DRIVE APT 130	HOUSTON	TX	77081	NONE	I	PAYMENTS FOR HOUSING AND FOOD	$1,868
MISSIONARIES OF CHARITY
PO BOX 2068	IMPERIAL BEACH	CA	91933	NONE	PC	PROVIDE FUNDS TO HOUSE AND CARE FOR THE WELEFARE OF DESTITUTE PEOPLE, THE HELPLESS POOR, NEGLECTED CHILDREN, AND THE ABANDONED SICK	$1,000
CAROLYN DAVIS
9414 HENO STREET UNIT 1	HOUSTON	TX	77051	NONE	I	PAYMENT FOR HOUSING	$384
CORNELIUS FAULKNER
874 YORKCHESTER DRIVE APT 168	HOUSTON	TX	77079	NONE	I	PAYMENTS FOR HOUSING	$1,601
MARIA FLORES
6233 GULFTON STREET APT 1113	HOUSTON	TX	77081	NONE	I	PAYMENT FOR HOUSING	$799
TAMERA KING
5600 CHIMNEY ROCK APT 394	HOUSTON	TX	77081	NONE	I	PAYMENTS FOR CAR REPAIR AND TOWING	$670
ALAN LOPEZ-FERNANDEZ
6227 PINE STREET APT 14	HOUSTON	TX	77081	NONE	I	PAYMENTS FOR HOUSING, UTILITIES, FOOD AND CAR GAS	$8,281
KELSHA NOEL
7490 BROMPTON STREET APT 448	HOUSTON	TX	77025	NONE	I	PAYMENT FOR HOUSING	$798
ADRIENNE PHILLIPS
4323 TRAFALGAR DRIVE	HOUSTON	TX	77045	NONE	I	PAYMENT FOR HOUSING	$1,102
JENNIFER RIVERA
10750 WESTBRAE PARKWAY APT 906	HOUSTON	TX	77031	NONE	I	PAYMENTS FOR HOUSING, UTILITIES AND FOOD	$3,146
SULEMA VASQUEZ
10440 SOUTH DRIVE APT 2602	HOUSTON	TX	77099	NONE	I	PAYMENTS FOR CLOTHING FOR FAMILY	$323

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$67,021	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$31,065	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$91,292	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$122,357	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$122,357	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	CategoryTxt
Amt	$1,050	Amt
Net Investment Income	$1,050	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY INVESTMENTS X0400 - BORGWARNER	$24,293	$24,446
FIDELITY INVESTMENTS X0400 - DEUTCHE BANK	$25,296	$24,517
FIDELITY INVESTEMENTS X0836 - BONDS	$335,137	$334,702

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	FIDELITY INVESTMENTS X0396	StockNm
EOY Book Value	$495,601	EOYBookValueAmt
EOYFMV	$680,895	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY INVESTMENTS X0396 - MUTUAL FUNDS	AT COST	$50,198	$104,915
CREDIT BALANCES	AT COST	$503	$503

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (6 entries)

DescDesc	AmtAmt
GRANT MADE IN 2022 VIA CREDIT CARD; NOT PAID UNTIL 2023	$3,027
REDUCTION IN COST BASIS ON CORPORATE BONDS SUBJECT TO AMORTIZATION	$731
GRANT MADE IN 2022 VIA CHECK; CASHED IN 2023	$1,170
GRANT MADE IN 2023; CASHED IN 2024	$880
REFUND TO PETTY CASH	$19
DONATION RECEIVED IN 2023 VIA CHECK; CASH IN 2024	$200

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	SUPPLIES	Desc
Revenue And Expenses Per Books	$65	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
INCOME INCLUDED IN 2022; RECEIVED IN 2023	$106
CASH RECEIVED IN 2022; INCOME IN 2023	$54

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADVISORY SERVICES	CategoryTxt
Amt	$4,686	Amt
Net Investment Income	$4,686	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	2023 ESTIMATED TAX PAYMENTS	CategoryTxt
Amt	$1,352	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt