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
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-18T10:25:15-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-05-18 | 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,367,948 | 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 | $102,482 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,808 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $128,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,808 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,101 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $141,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,664 | 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 | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,573 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,573 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $128 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,909 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,909 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,463 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,765 | CashBOYAmt |
| Cash EOY | $125,934 | CashEOYAmt |
| Cash EOYFMV | $125,934 | CashEOYFMVAmt |
| Corporate Stock BOY | $566,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $603,602 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,016,233 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $201,256 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,454 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $106,278 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $97,083 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $97,083 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $119,503 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $913,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $927,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,367,948 | 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 | $913,693 | RetainedEarningBOYAmt |
| Retained Earning EOY | $927,073 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $913,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $927,073 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $913,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $927,073 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $913,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $999,384 | SubtotalAmt |
| Other Decreases | $72,311 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $927,073 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How 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 | $610 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,808 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $451 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $451 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,289 | 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 | $1,289 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $838 | OverpaymentAmt |
| Applied To ES Tax | $838 | 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 | 2.60 | $0 | $0 | $0 |
| TERRENCE L RUDER | ||||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | SECRETARY/TREASURER | 5.10 | $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 | $1,077,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,180,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,180,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,162,572 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $451 | TotalTaxAmt |
| Distributable Before Adj | $57,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,678 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,909 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $198,523 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $181,880 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $380,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,909 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,769 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,769 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $371,634 | 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 | $371,634 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $189,754 | ExcessFromYear3Amt |
| Excess From Year2 | $181,880 | ExcessFromYear2Amt |
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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BESSY HERNANDEZ | |||||||
| 4301 NICHOLS ST | HOUSTON | TX | 77020 | NONE | I | PAYMENTS FOR MEDICAL CARE | $2,799 |
| CASA DE ESPERANZA DE LOS NINOS | |||||||
| PO BOX 66581 | HOUSTON | TX | 77266 | N/A | PC | PROVIDE FUNDS FOR COMPREHENSIVE RESIDENTIAL AND FAMILY SUPPORT PROGRAMS FOR AT-RISK INFANTS, CHILDREN AND THEIR FAMILIES | $1,000 |
| CATHERINE'S HOUSE INC | |||||||
| PO BOX 1633 | BELMONT | NC | 28012 | N/A | PC | PROVIDE FUNDS TO TRANSITIONAL HOUSING FOR HOMELESS WOMEN AND CHILDREN | $2,000 |
| CATHOLIC CHARITIES | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | N/A | PC | PROVIDE FUNDS TO SUPPORT SERVICES PROVIDED TO THE POOR AND NEEDY | $2,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | N/A | PC | PROVIDE FUNDS TO SUPPORT SERVICES PROVIDED TO IMPOVERISHED AND DISADVANTGED PEOPLE | $2,000 |
| CENTER OF FAMILY LOVE | |||||||
| PO BOX 245 | OKARCHE | OK | 73762 | N/A | PC | PROVIDE FUNDS TO HOUSE AND CARE FOR DEVELOPMENTALLY CHALLENGED ADULTS | $2,000 |
| CROSS CATHOLIC OUTREACH | |||||||
| PO BOX 273908 | BOCA RATON | FL | 33427 | N/A | PC | PROVIDE FUNDS FOR HOUSING, WATER AND FOOD FOR HUMANITARIAN RELIEF FROM 7.2 EARTHQUAKE IN HAITI. | $1,000 |
| EDGARDO GARCIA | |||||||
| 7500 PLUM CREEK DR APT 4504 | HOUSTON | TX | 77012 | NONE | I | PAYMENTS FOR HOUSING | $1,100 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR FOOD AND CITY BUS FARE | $15 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR FOOD | $10 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR FOOD | $12 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR FOOD | $10 |
| JENNIFER JOHNSON | |||||||
| 1026 DRIFITING WIND RUN | DRIPPING SPRINGS | TX | 78620 | NONE | I | PAYMENTS FOR PROTECTIVE LEGAL SERVICES | $630 |
| ZUJEY SOLIS | |||||||
| 8405 BROADWAY ST APT 148 | HOUSTON | TX | 77061 | NONE | I | PAYMENT FOR HOUSING | $715 |
| MARIA IBARRA | |||||||
| 6310 DUMFRIES DR APT 215 | HOUSTON | TX | 77096 | NONE | I | PAYMENTS FOR HOUSING | $2,160 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR FOOD AND PARTIAL COST OF HOTEL ROOM | $20 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR CLOTHING | $16 |
| INDIGENT PERSON HOMELESS | |||||||
| 12 SOUTHSIDE CIRCLE | HOUSTON | TX | 77025 | NONE | I | PAYMENTS FOR CLOTHING | $16 |
| KAREEM BANDA | |||||||
| 7711 BELLFORT ST APT 11 | HOUSTON | TX | 77061 | NONE | I | PAYMENTS FOR HOUSING | $865 |
| AUDREY BARNES | |||||||
| 37002 RACOON BEND | MAGNOLIA | TX | 77354 | NONE | I | PAYMENTS FOR HOUSING | $2,250 |
| MARTIN BUESO | |||||||
| 607 TWINBROOKE DRIVE | HOUSTON | TX | 77037 | NONE | I | PAYMENTS FOR HOUSING | $3,600 |
| CLAUDIA CARDONA | |||||||
| 10440 SOUTH DRIVE APT 2117 | HOUSTON | TX | 77099 | NONE | I | PAYMENTS FOR HOUSING | $840 |
| MARIA CRUZ | |||||||
| 7560 PLUM CREEK DR APT 7204 | HOUSTON | TX | 77012 | NONE | I | PAYMENTS FOR HOUSING | $690 |
| YEYMY ESPANA | |||||||
| 8701 GUSTINE LANE APT 4713 | HOUSTON | TX | 77031 | NONE | I | PAYMENTS FOR BEDS AND HOUSING | $2,059 |
| ARTURO SOTO GOMEZ | |||||||
| 7600 BURGOYNE RD UNIT 154 | HOUSTON | TX | 77063 | NONE | I | PAYMENT FOR HOUSING | $1,400 |
| VERONICA LEAL | |||||||
| 10950 TANNER PARK CT APT 2201 | HOUSTON | TX | 77075 | NONE | I | PAYMENT FOR HOUSING | $1,160 |
| SANTOS MENDEZ | |||||||
| 1817 ISABELLA ST APT 3 | HOUSTON | TX | 77004 | NONE | I | PAYMENT FOR HOUSING | $725 |
| IPOLITA RAMOS | |||||||
| 4319 WUTHERING HEIGHTS DR | HOUSTON | TX | 77045 | NONE | I | PAYMENT FOR HOUSING | $1,050 |
| RONY VALENZUELA | |||||||
| 1519 OXBERG TRAIL | HOUSTON | TX | 77073 | NONE | I | PAYMENTS FOR HOUSING AND UTILITIES | $7,748 |
| LIZBETH VALQUEZ | |||||||
| 12303 GULF FWY APT 2105 | HOUSTON | TX | 77034 | NONE | I | PAYMENTS FOR HOUSING AND UTILITIES | $1,019 |
| DALIT SOLIDARITY | |||||||
| PO BOX 178995 | SAN DIEGO | CA | 92177 | NONE | PC | PROVIDE FUNDS TO ASSIST IMPOVERISHED AND DISADVANTAGED CHILDREN AND FAMILIES PROVIDING FOOD, HOUSING, HEALTHCARE AND EDUCATION. | $6,000 |
| 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 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,909 | 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 | $22,856 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,808 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CAPITAL ONE (CREDIT CARD CASH REWARD PROGRAM) | 01 | $237 |
| JP MORGAN CHASE (CREDIT CARD CASH REWARD PROGRAM) | 01 | $864 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,765 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRENCE & CYNTHIA RUDER REVOCABLE TRUST DATED 12312019 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 SOUTHSIDE CIRCLE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,782 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 30 SHARES OF AMAZON | NoncashPropertyDesc |
| Fair Market Value | $100,782 | FairMarketValueAmt |
| Received | 2021-12-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $603,602 | EOYBookValueAmt |
| EOYFMV | $1,016,233 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY INVESTMENTS - ISHARES TR CORE MSCI TOTAL ETP | AT COST | $80,449 | $94,918 |
| FIDELITY INVESTMENTS - DIGITIAL REALTY TRUST REIT | AT COST | $16,634 | $24,585 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 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)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $66 | $0 | $0 |
| PHOTOCOPYING | $25 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY SERVICES | CategoryTxt |
| Amt | $4,573 | Amt |
| Net Investment Income | $4,573 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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 |