THE CREDENCE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE CREDENCE FOUNDATION (EIN 27-2931971)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349102040
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T09:52:12-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 12 SOUTHSIDE CIRCLE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770251407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRENCE RUDER | PersonNm |
| Person Title | SECRETARY/TREASUER | PersonTitleTxt |
| Phone | 4058237249 | PhoneNum |
| Signature | 2023-05-15 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,185,806 | 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 | $99,609 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $487,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,438 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $809 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $220,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,352 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,947 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,947 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,755 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,755 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $122,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,405 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125,934 | CashBOYAmt |
| Cash EOY | $94,763 | CashEOYAmt |
| Cash EOYFMV | $94,763 | CashEOYFMVAmt |
| Corporate Stock BOY | $603,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $609,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $752,193 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,454 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $233,886 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $225,529 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $97,083 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $72,442 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $113,321 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $927,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,010,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,185,806 | 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 | $927,073 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,010,817 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $927,073 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,010,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $927,073 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,010,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $927,073 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $122,947 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,445 | OtherIncreasesAmt |
| Subtotal | $1,055,465 | SubtotalAmt |
| Other Decreases | $44,648 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,010,817 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY INVESTMENT X0396 - PUBLICLY TRADED SECURITIES | $29,197 | $38,605 | -$9,408 | -$9,408 | |
| FIDELITY INVESTMENT X0396 - PUBLICLY TRADED SECURITIES | $433,000 | $323,363 | $109,637 | $109,637 | |
| FIDELITY INVESTMENT X0400 - PUBLICLY TRADED SECURITIES | $25,439 | $25,230 | $209 | $209 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,590 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,590 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,590 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,838 | 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 | $1,838 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $248 | OverpaymentAmt |
| Applied To ES Tax | $248 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 12 SOUTHSIDE CIRCLE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770251407 | 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 | ||||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | PRESIDENT | 6.10 | $0 | $0 | $0 |
| TERRENCE L RUDER | ||||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | SECRETARY/TREASURER | 9.20 | $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 | $1,066,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,172,628 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,172,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,589 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,155,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,752 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,590 | TotalTaxAmt |
| Distributable Before Adj | $56,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,162 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,755 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $189,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $181,880 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $371,634 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,593 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $406,227 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $406,227 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $189,754 | ExcessFromYear4Amt |
| Excess From Year3 | $181,880 | ExcessFromYear3Amt |
| Excess From Current Year | $34,593 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENT FOR FOLDING LUGGAGE CART FOR MOVING PERSONAL POSSESSIONS ON THE STREET | $77 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENT FOR LOCAL BUS FARE | $5 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR JEANS DISTRIBUTED TO THE HOMELESS | $246 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR DRINKING WATER & FOOD DISTRIBUTED DAILY TO JOBLESS/HOMELESS PEOPLE SEEKING DAY-WORK | $934 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENT FOR FOOD | $6 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR RX DRUGS, CLOTHES, HYGIENE PRODUCTS, ELECTRIC BLANKET AND FOOD | $281 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENT FOR SLEEPING COT | $79 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENT FOR FOOD | $23 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENT FOR FOOD | $17 |
| INDIGENT FAMILY HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR TEMPORARY HOUSING AND CAR PAYMENT | $2,922 |
| INDIGENT FAMILY HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR BASIC HOUSEHOLD ITEMS | $138 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENT FOR FOOD, CLOTHING AND TEMPORARY HOUSING | $559 |
| CORNELIUS FAULKNER | |||||||
| 3000 MURWORTH DR APT 1021 | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR HOUSING AND UTILITIES | $2,758 |
| JEANINE DEERE | |||||||
| 4300 BAY AREA BLVD APT 2022 | HOUSTON | TX | 77058 | NONE | I | PAYMENTS FOR HOUSING | $3,072 |
| REZA RASSOLI | |||||||
| 4910 MONARCH FALLS LANE | RICHMOND | TX | 77469 | NONE | I | PAYMENTS FOR HOUSING, CAR GAS, BEDS, BEDDING AND MATTRESS, BEDROOM DRESSERS, APPLIANCES, HOUSEHOLD ITEMS, BABY DIAPERS | $5,919 |
| SIMON RUBI | |||||||
| 6201 RAMPART STREET APT 851 | HOUSTON | TX | 77081 | NONE | I | PAYMENTS FOR UTILITIES, CAR GAS AND HOUSING | $1,099 |
| RONY VALENZUELA | |||||||
| 1519 OXBERG TRAIL | HOUSTON | TX | 77073 | NONE | I | PAYMENTS FOR CLOTHING AND HOUSING | $1,511 |
| WENDY VALENZUELA | |||||||
| 1519 OXBERG TRAIL | HOUSTON | TX | 77073 | NONE | I | PAYMENT FOR PRESCRIPTION MEDICINE | $30 |
| AUDREY BARNES | |||||||
| 32706 KAREN DRIVE UNIT A | MAGNOLIA | TX | 77354 | NONE | I | PAYMENT FOR HOUSING | $430 |
| ILHAMUDIN KHADIMZAI | |||||||
| 6233 GULFTON STREET APT 2189 | HOUSTON | TX | 77081 | NONE | I | PAYMENT FOR HOUSING | $1,170 |
| CYNTHIA ROMERO | |||||||
| 300 N VISTA DR APT 818 | HOUSTON | TX | 77073 | NONE | I | PAYMENT FOR HOUSING | $585 |
| JULIO ROSALES | |||||||
| 7111 HILLCROFT ST APT 715 | HOUSTON | TX | 77081 | NONE | I | PAYMENTS FOR BED AND BEDDING | $364 |
| 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 CHARITIES | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | PROVIDE FUNDS TO SUPPORT SERVICES PROVIDED TO THE POOR AND NEEDY | $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 AND FOR RELIEF FOR UKRANIAN REFUGEES | $2,000 |
| CENTER OF FAMILY LOVE | |||||||
| PO BOX 245 | OKARCHE | OK | 73762 | NONE | PC | PROVIDE FUNDS TO HOUSE AND CARE FOR DEVELOPMENTALLY CHALLENGED ADULTS | $1,000 |
| CROSS CATHOLIC OUTREACH | |||||||
| PO BOX 273908 | BOCA RATON | FL | 33427 | NONE | PC | PROVIDE FUNDS FOR HOUSING FOR IMPOVERISHED FAMILIES IN HAITI AND FOR RELIEF FOR UKRANIAN REFUGEES | $35,340 |
| DALIT SOLIDARITY | |||||||
| PO BOX 178995 | SAN DIEGO | CA | 92177 | NONE | PC | PROVIDE FUNDS TO ASSIST IMPOVERISHED AND DISADVANTAGED CHILDREN AND FAMILIES BY PROVIDING FOOD, HOUSING, HEALTHCARE AND EDUCATION | $1,000 |
| GOSPEL OF LIFE ASSOCIATION | |||||||
| 4113 S EASTERN AVENUE | MOORE | OK | 73160 | NONE | PC | PROVIDE FUNDS TO HOUSE AND CARE FOR POOR ELDERLY AND TERMINALLY ILL ADULTS | $1,000 |
| HEARTSTRINGS COMMUNITY FOUNDATION | |||||||
| 11599 S RIDGEVIEW ROAD | OLATHE | OK | 66061 | NONE | PC | PROVIDE FUNDS FOR AN INTERACTIVE DAY SERVICE THAT EMPLOYEES ADULTS WITH DEVELOPMENTAL DISABILITIES | $650 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | PC | PROVIDE FUNDS AND FOOD FOR CHILDREN, FAMILIES, AND SENIORS IN SOUTHEAST TEXAS WHO FACE HUNGER | $540 |
| 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 | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,755 | 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 | $19,914 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,438 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CAPITAL ONE (CREDIT CARD CASH REWARD PROGRAM) | 01 | $363 |
| JP MORGAN CHASE (CREDIT CARD CASH REWARD PROGRAM) | 01 | $246 |
| WELLS FARGO FAIR FUND (SETTLEMENT FROM SEC) | 01 | $200 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $121,161 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,161 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| TERRENCE & CYNTHIA RUDER REVOCABLE TRUST DATED 12312019 | ||||||
| 1 | 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | $23,984 | Yes (X) |
| TERRENCE & CYNTHIA RUDER REVOCABLE TRUST DATED 12312019 | ||||||
| 2 | 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | $24,117 | Yes (X) |
| TERRENCE & CYNTHIA RUDER REVOCABLE TRUST DATED 12312019 | ||||||
| 3 | 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | $25,088 | Yes (X) |
| TERRENCE & CYNTHIA RUDER REVOCABLE TRUST DATED 12312019 | ||||||
| 4 | 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | $25,437 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,345 SHARES OF SMLPX FUND | $23,984 | 2022-10-13 |
| 2 | 3,345 SHARES OF SMLPX FUND | $24,117 | 2022-10-24 |
| 3 | 3,345 SHARES OF SMLPX FUND | $25,088 | 2022-11-02 |
| 4 | 3,346.995 SHARES OF SMLPX FUND | $25,437 | 2022-11-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS X0400- KOHL'S | $25,171 | $24,601 |
| FIDELITY INVESTMENTS X0400 - BORGWARNER | $24,293 | $23,950 |
| FIDELITY INVESTMENTS X0400 - DEUTCHE BANK | $25,433 | $23,997 |
| FIDELITY INVESTMENTS X0836 - CORPORATE BONDS | $158,989 | $152,981 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS X0396 | StockNm |
| EOY Book Value | $609,726 | EOYBookValueAmt |
| EOYFMV | $752,193 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY INVESTMENTS X0396 - DIGITIAL REALTY TRUST REIT | AT COST | $17,961 | $15,632 |
| FIDELITY INVESTMENTS X0396 - MUTUAL FUNDS | AT COST | $54,481 | $97,689 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME INCLUDED IN 2022; RECEIVED IN 2023 | $106 |
| REDUCTION IN COST BASIS ON CORPORATE BONDS SUBJECT TO AMORTIZATION | $343 |
| DIFFERENCE IN FMV DONATION OF SMLPX FUND & BASIS ON BALANCE SHEET | $44,145 |
| CASH RECEIVED IN 2022; INCOME IN 2023 | $54 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPLIES | Desc |
| Revenue And Expenses Per Books | $121 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CAPITAL ONE (CREDIT CARD CASH REWARD PROGRAM) | $363 | $363 |
| JP MORGAN CHASE (CREDIT CARD CASH REWARD PROGRAM) | $246 | $246 |
| WELLS FARGO FAIR FUND (SETTLEMENT FROM SEC) | $200 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANT MADE IN 2022 VIA CREDIT CARD; NOT PAID UNTIL 2023 | $3,027 |
| GRANT MADE IN 2022 VIA CHECK; CASHED IN 2023 | $1,170 |
| INCOME INCLUDED IN 2022; RECEIVED IN 2021 | $149 |
| NONDIVIDEND DISTRIBUTIONS | $1,099 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY SERVICES | CategoryTxt |
| Amt | $4,947 | Amt |
| Net Investment Income | $4,947 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2022 ESTIMATED TAX PAYMENTS | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |