STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE CREDENCE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE CREDENCE FOUNDATION (EIN 27-2931971)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-18
IRS object ID
202231389349100013
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-18T10:25:15-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272931971EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CREDENCE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCREDBusinessNameControlTxt
Phone4058237249PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 SOUTHSIDE CIRCLEAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770251407ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERRENCE RUDERPersonNm
Person TitleSECRETARY/TREASUERPersonTitleTxt
Phone4058237249PhoneNum
Signature2022-05-18SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTERRENCEPersonFirstNm
Person LastRUDERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,367,948FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$102,482ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$22,856DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,856DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,808NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$128,567GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,808CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,101OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$141,247TotalRevAndExpnssAmt
Total Net Invst Incm$37,664TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,573OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,573OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,483TaxesRevAndExpnssAmt
Taxes Net Invst Incm$128TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$91OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,647TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,201TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,909ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,909ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,556TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,201TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$48,909TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$85,691ExcessRevenueOverExpensesAmt
Net Investment Income$32,463NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48,765CashBOYAmt
Cash EOY$125,934CashEOYAmt
Cash EOYFMV$125,934CashEOYFMVAmt
Corporate Stock BOY$566,589CorporateStockBOYAmt
Corporate Stock EOY$603,602CorporateStockEOYAmt
Corporate Stock EOYFMV$1,016,233CorporateStockEOYFMVAmt
Corporate Bonds BOY$201,256CorporateBondsBOYAmt
Corporate Bonds EOY$100,454CorporateBondsEOYAmt
Corporate Bonds EOYFMV$106,278CorporateBondsEOYFMVAmt
Other Investments BOY$97,083OtherInvestmentsBOYAmt
Other Investments EOY$97,083OtherInvestmentsEOYAmt
Other Investments EOYFMV$119,503OtherInvestmentsEOYFMVAmt
Total Assets BOY$913,693TotalAssetsBOYAmt
Total Assets EOY$927,073TotalAssetsEOYAmt
Total Assets EOYFMV$1,367,948TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$913,693RetainedEarningBOYAmt
Retained Earning EOY$927,073RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$913,693TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$927,073TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$913,693TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$927,073TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$913,693TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$85,691ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$999,384SubtotalAmt
Other Decreases$72,311OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$927,073TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$106,402$100,358$6,044$6,044
PUBLICLY TRADED SECURITIES$20,905$12,554$8,351$8,351
PUBLICLY TRADED SECURITIES$650$847-$197-$197
CAPITAL GAINS DIVIDENDS$610$610$610P
FieldValueIRS element (for citing)
Capital Gain Net Income$14,808CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$451InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$451SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$451TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,289EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,289TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$838OverpaymentAmt
Applied To ES Tax$838AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksTERRENCE L RUDERIndividualWithBooksNm
Phone4058237249PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112 SOUTHSIDE CIRCLEAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770251407ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CYNTHIA L RUDER
12 SOUTHSIDE CIRCLEHOUSTONTX77025PRESIDENT2.60$0$0$0
TERRENCE L RUDER
12 SOUTHSIDE CIRCLEHOUSTONTX77025SECRETARY/TREASURER5.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,077,894AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$102,382AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,180,276TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,180,276AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,704CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,162,572NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,129MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,129MinimumInvestmentReturnAmt
Tax Based On Investment Income$451TaxBasedOnInvestmentIncomeAmt
Total Tax$451TotalTaxAmt
Distributable Before Adj$57,678DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$57,678DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$57,678DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,909ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$48,909QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,678DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$198,523ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$181,880ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$380,403TotalExcessDistributionCyovAmt
Qualifying Distributions$48,909QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,909AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$8,769ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,769ExcessDistributionCyovAppCYAmt
Total Corpus$371,634TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$371,634ExcessDistriCyovToNextYrAmt
Excess From Year3$189,754ExcessFromYear3Amt
Excess From Year2$181,880ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCYNTHIA L RUDERContributingManagerNm
Contributing ManagerTERRENCE L RUDERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BESSY HERNANDEZ
4301 NICHOLS STHOUSTONTX77020NONEIPAYMENTS FOR MEDICAL CARE$2,799
CASA DE ESPERANZA DE LOS NINOS
PO BOX 66581HOUSTONTX77266N/APCPROVIDE FUNDS FOR COMPREHENSIVE RESIDENTIAL AND FAMILY SUPPORT PROGRAMS FOR AT-RISK INFANTS, CHILDREN AND THEIR FAMILIES$1,000
CATHERINE'S HOUSE INC
PO BOX 1633BELMONTNC28012N/APCPROVIDE FUNDS TO TRANSITIONAL HOUSING FOR HOMELESS WOMEN AND CHILDREN$2,000
CATHOLIC CHARITIES
2900 LOUISIANA STREETHOUSTONTX77006N/APCPROVIDE FUNDS TO SUPPORT SERVICES PROVIDED TO THE POOR AND NEEDY$2,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STREETBALTIMOREMD21201N/APCPROVIDE FUNDS TO SUPPORT SERVICES PROVIDED TO IMPOVERISHED AND DISADVANTGED PEOPLE$2,000
CENTER OF FAMILY LOVE
PO BOX 245OKARCHEOK73762N/APCPROVIDE FUNDS TO HOUSE AND CARE FOR DEVELOPMENTALLY CHALLENGED ADULTS$2,000
CROSS CATHOLIC OUTREACH
PO BOX 273908BOCA RATONFL33427N/APCPROVIDE FUNDS FOR HOUSING, WATER AND FOOD FOR HUMANITARIAN RELIEF FROM 7.2 EARTHQUAKE IN HAITI.$1,000
EDGARDO GARCIA
7500 PLUM CREEK DR APT 4504HOUSTONTX77012NONEIPAYMENTS FOR HOUSING$1,100
INDIGENT PERSON HOMELESS
12 SOUTHSIDE CIRCLEHOUSTONTX77025NONEIPAYMENTS FOR FOOD AND CITY BUS FARE$15
INDIGENT PERSON HOMELESS
12 SOUTHSIDE CIRCLEHOUSTONTX77025NONEIPAYMENTS FOR FOOD$10
INDIGENT PERSON HOMELESS
12 SOUTHSIDE CIRCLEHOUSTONTX77025NONEIPAYMENTS FOR FOOD$12
INDIGENT PERSON HOMELESS
12 SOUTHSIDE CIRCLEHOUSTONTX77025NONEIPAYMENTS FOR FOOD$10
JENNIFER JOHNSON
1026 DRIFITING WIND RUNDRIPPING SPRINGSTX78620NONEIPAYMENTS FOR PROTECTIVE LEGAL SERVICES$630
ZUJEY SOLIS
8405 BROADWAY ST APT 148HOUSTONTX77061NONEIPAYMENT FOR HOUSING$715
MARIA IBARRA
6310 DUMFRIES DR APT 215HOUSTONTX77096NONEIPAYMENTS FOR HOUSING$2,160
INDIGENT PERSON HOMELESS
12 SOUTHSIDE CIRCLEHOUSTONTX77025NONEIPAYMENTS FOR FOOD AND PARTIAL COST OF HOTEL ROOM$20
INDIGENT PERSON HOMELESS
12 SOUTHSIDE CIRCLEHOUSTONTX77025NONEIPAYMENTS FOR CLOTHING$16
INDIGENT PERSON HOMELESS
12 SOUTHSIDE CIRCLEHOUSTONTX77025NONEIPAYMENTS FOR CLOTHING$16
KAREEM BANDA
7711 BELLFORT ST APT 11HOUSTONTX77061NONEIPAYMENTS FOR HOUSING$865
AUDREY BARNES
37002 RACOON BENDMAGNOLIATX77354NONEIPAYMENTS FOR HOUSING$2,250
MARTIN BUESO
607 TWINBROOKE DRIVEHOUSTONTX77037NONEIPAYMENTS FOR HOUSING$3,600
CLAUDIA CARDONA
10440 SOUTH DRIVE APT 2117HOUSTONTX77099NONEIPAYMENTS FOR HOUSING$840
MARIA CRUZ
7560 PLUM CREEK DR APT 7204HOUSTONTX77012NONEIPAYMENTS FOR HOUSING$690
YEYMY ESPANA
8701 GUSTINE LANE APT 4713HOUSTONTX77031NONEIPAYMENTS FOR BEDS AND HOUSING$2,059
ARTURO SOTO GOMEZ
7600 BURGOYNE RD UNIT 154HOUSTONTX77063NONEIPAYMENT FOR HOUSING$1,400
VERONICA LEAL
10950 TANNER PARK CT APT 2201HOUSTONTX77075NONEIPAYMENT FOR HOUSING$1,160
SANTOS MENDEZ
1817 ISABELLA ST APT 3HOUSTONTX77004NONEIPAYMENT FOR HOUSING$725
IPOLITA RAMOS
4319 WUTHERING HEIGHTS DRHOUSTONTX77045NONEIPAYMENT FOR HOUSING$1,050
RONY VALENZUELA
1519 OXBERG TRAILHOUSTONTX77073NONEIPAYMENTS FOR HOUSING AND UTILITIES$7,748
LIZBETH VALQUEZ
12303 GULF FWY APT 2105HOUSTONTX77034NONEIPAYMENTS FOR HOUSING AND UTILITIES$1,019
DALIT SOLIDARITY
PO BOX 178995SAN DIEGOCA92177NONEPCPROVIDE FUNDS TO ASSIST IMPOVERISHED AND DISADVANTAGED CHILDREN AND FAMILIES PROVIDING FOOD, HOUSING, HEALTHCARE AND EDUCATION.$6,000
GOSPEL OF LIFE ASSOCIATION
4113 S EASTERN AVENUEMOOREOK73160NONEPCPROVIDE FUNDS TO HOUSE AND CARE FOR POOR ELDERLY AND TERMINALLY ILL ADULTS.$1,000
MOVING WATERS INC
13831 CAMPWOOD LANECYPRESSTX77429NONEPCPROVIDE FUNDS TO IMPROVE THE QUALITY OF LIFE FOR HOMELESS PEOPLE BY PROVIDING: SHOWERS VIA A MOBILE SHOWER SERVICE, HYGIENE PRODUCTS & ESSENTIAL CLOTHING.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$48,909TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,856ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,808ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
CAPITAL ONE (CREDIT CARD CASH REWARD PROGRAM)01$237
JP MORGAN CHASE (CREDIT CARD CASH REWARD PROGRAM)01$864

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,765ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,765TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1TERRENCE & CYNTHIA RUDER REVOCABLE TRUST DATED 12312019BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line112 SOUTHSIDE CIRCLEAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77025ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,782TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property30 SHARES OF AMAZONNoncashPropertyDesc
Fair Market Value$100,782FairMarketValueAmt
Received2021-12-14ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$500Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTS - KOHL'S$25,343$26,347
FIDELITY INVESTMENTS - BORGWARNER$24,293$26,347
FIDELITY INVESTMENTS - DEUTCHE BANK$25,566$26,829
FIDELITY INVESTMENTS - AMERICAN FIN. GROUP$25,252$26,755

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$603,602EOYBookValueAmt
EOYFMV$1,016,233EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTS - ISHARES TR CORE MSCI TOTAL ETPAT COST$80,449$94,918
FIDELITY INVESTMENTS - DIGITIAL REALTY TRUST REITAT COST$16,634$24,585

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (5 entries)

DescDescAmtAmt
GRANT MADE IN 2020 VIA CHECK THAT DID NOT CLEAR BANK UNTIL JANUARY 2021$700
OFFICE SUPPLIES PURCHASED IN 2020 VIA CREDIT CARD; NOT PAID UNTIL 2021$86
REDUCTION IN COST BASIS ON CORPORATE BONDS SUBJECT TO AMORTIZATION$444
DIFFERENCE IN FMV DONATION OF AMAZON STOCK & BASIS ON BALANCE SHEET$70,932
ADJUSTMENT FOR DIVIDENDS PER 1099 NOT YET RECEIVED$149

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POSTAGE$66$0$0
PHOTOCOPYING$25$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CAPITAL ONE (CREDIT CARD CASH REWARD PROGRAM)$237$237
JP MORGAN CHASE (CREDIT CARD CASH REWARD PROGRAM)$864$864

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY SERVICESCategoryTxt
Amt$4,573Amt
Net Investment Income$4,573NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2019 EXCISE TAX DUE PAID IN 2021$155$0$0
2021 ESTIMATED TAX PAYMENTS$1,200$0$0
FOREIGN TAX PAID$128$128$0