THE CREDENCE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: THE CREDENCE FOUNDATION (EIN 27-2931971)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-09-08
IRS object ID: 202542519349101219
Schema version: 2024v5.2
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
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	2025-09-08T15:02:09-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	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	2025-09-08	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,211,356	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	$200	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$35,594	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$35,594	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$126,954	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$432,509	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$126,954	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$2,042	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$164,790	TotalRevAndExpnssAmt
Total Net Invst Incm	$162,548	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	$1,250	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,250	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$4,829	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,829	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,661	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$122	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$7,862	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$6,079	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$271,392	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$271,392	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$279,254	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$6,079	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$271,392	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$114,464	ExcessRevenueOverExpensesAmt
Net Investment Income	$156,469	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$123,455	CashBOYAmt
Cash EOY	$46,485	CashEOYAmt
Cash EOYFMV	$46,485	CashEOYFMVAmt
Corporate Stock BOY	$495,601	CorporateStockBOYAmt
Corporate Stock EOY	$319,291	CorporateStockEOYAmt
Corporate Stock EOYFMV	$503,379	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$384,726	CorporateBondsBOYAmt
Corporate Bonds EOY	$422,163	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$423,518	CorporateBondsEOYFMVAmt
Other Investments BOY	$50,701	OtherInvestmentsBOYAmt
Other Investments EOY	$148,531	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$237,974	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,054,483	TotalAssetsBOYAmt
Total Assets EOY	$936,470	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,211,356	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	$1,054,483	RetainedEarningBOYAmt
Retained Earning EOY	$936,470	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,054,483	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$936,470	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,054,483	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$936,470	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,054,483	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$114,464	ExcessRevenueOverExpensesAmt
Other Increases	$1,080	OtherIncreasesAmt
Subtotal	$941,099	SubtotalAmt
Other Decreases	$4,629	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$936,470	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	2024-12-31	$26,501	$29,834	-$3,333	-$3,333
FIDELITY X0396	P	2024-12-31	$361,008	$230,742	$130,266	$130,266
FIDELITY X0836	P	2024-12-31	$45,000	$44,979	$21	$21

Field	Value	IRS element (for citing)
Capital Gain Net Income	$126,954	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,175	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,175	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,175	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,640	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$535	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,175	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$0	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	2.80	$0	$0	$0
TERRENCE L RUDER
5323 POCAHONTAS STREET	BELLAIRE	TX	77401	SECRETARY/TREASURER	4.00	$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	$1,168,982	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$106,100	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,275,082	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,275,082	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$19,126	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,255,956	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$62,798	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$62,798	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,175	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,175	TotalTaxAmt
Distributable Before Adj	$60,623	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$60,623	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$60,623	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$271,392	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$271,392	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$60,623	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$181,880	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2	$34,593	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$11,748	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$228,221	TotalExcessDistributionCyovAmt
Qualifying Distributions	$271,392	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$60,623	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$210,769	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$438,990	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	$181,880	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$257,110	ExcessDistriCyovToNextYrAmt
Excess From Year2	$34,593	ExcessFromYear2Amt
Excess From Year1	$11,748	ExcessFromYear1Amt
Excess From Current Year	$210,769	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 (23 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
CORNELIUS FAULKNER
1015 COUNTRY PLACE DR APT 83	HOUSTON	TX	77079	NONE	I	PAYMENTS FOR HOUSING	$2,815
CYNTHIA ROMERO
300 N VISTA DR APT 816	HOUSTON	TX	77073	NONE	I	PAYMENT FOR HOUSING	$2,499
INDIGENT PERSON HOMELESS
5323 POCAHONTAS STREET	HOUSTON	TX	77401	NONE	I	PAYMENT FOR FOOD	$58
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
NAZARIO CHACACH
5909 GLENMONT DRIVE APT 130	HOUSTON	TX	77081	NONE	I	PAYMENTS FOR HOUSING AND FOOD	$1,013
KOURTNEY COLE
12806 BUFFALO SPEEDWAY APT 2308	HOUSTON	TX	77045	NONE	I	PAYMENT FOR HOUSING	$2,000
MARIA CRUZ
5909 RANCHESTER DRIVE APT 704	HOUSTON	TX	77036	NONE	I	PAYMENT FOR HOUSING	$1,764
PRISCILLA DE LA CRUZ
2801 BROADMEAD DRIVE APT 506	HOUSTON	TX	77045	NONE	I	PAYMENT FOR AUTO LOAN PAYOFF	$42,610
LUIS DEL CID
12914 NAPLES LANE	STAFFORD	TX	77477	NONE	I	PAYMENTS FOR UTILITIES, CAR, CAR INSURANCE, AND HOME MORTGAGE PAYOFF	$181,320
COUJAUNIA MORRIS
12806 BUFFALO SPEEDWAY APT 5101	HOUSTON	TX	77045	NONE	I	PAYMENT FOR HOUSING	$3,212
FRANCISCA RAMOS
5833 CLAREWOOD DR APT 39B	HOUSTON	TX	77081	NONE	I	PAYMENT FOR HOUSING	$1,872
KRISTINFAITH RICHARD
5401 CHIMNEY ROCK APT 976	HOUSTON	TX	77081	NONE	I	PAYMENT FOR HOUSING	$2,959
MARQUS TAYLOR
12806 BUFFALO SPEEDWAY APT 2314	HOUSTON	TX	77045	NONE	I	PAYMENT FOR HOUSING	$4,717
YOHEING URBINA
6601 DUNLOP STREET APT 305	HOUSTON	TX	77801	NONE	I	PAYMENT FOR HOUSING	$773
BARRY WASSERMAN
10225 BISSONNET ST APT 1129	HOUSTON	TX	77036	NONE	I	PAYMENT FOR HOUSING AND AUTO	$1,780
ANGELMIRA'S CENTER FOR WOMEN WITH ADVANCED CANCER
PO BOX 2795	BELLAIRE	TX	77402	NONE	PC	PROVIDE FUNDS TO CARE FOR WOMEN DIAGNOSED WITH ADVANCED METASTATIC CANCER TO IMPROVE THEIR QUALITY OF LIFE	$1,000
CENTER OF FAMILY LOVE
PO BOX 245	OKARCHE	OK	73762	NONE	PC	PROVIDE FUNDS TO HOUSE AND CARE FOR DEVELOPMENTALLY CHALLENGED ADULTS	$1,000
CATHOLIC CHARITIES USA
2050 BALLENGER AVE STE 400	ALEXANDRIA	VA	22314	NONE	PC	PROVIDE DISASTER RELIEF FUNDS FOR VICTIMS OF HURRICANES HELENE AND MILTON	$10,000
CONGREGATION OF THE SISTERS CHARITY OF THE INCARNATE WORD
PO BOX 230969	HOUSTON	TX	77223	NONE	PC	PROVIDE FUNDS TO SERVE THE MOST VULNERABLE IN THE SICK, THE ELDERLY, AND CHILDREN WITH FOOD, HOUSING, AND HEALTHCARE	$5,000
DALIT SOLIDARITY
PO BOX 178995	SAN DIEGO	CA	92177	NONE	PC	PROVIDE FUNDS TO CONSTRUCT WATER FACILITIES FOR IMPOVERISHED DISADVANTAGED FAMILIES	$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
HOUSTON FOOD BANK
535 PORTWALL STREET	HOUSTON	TX	77029	NONE	PC	PROVIDE FUNDS FOR FOOD FOR CHILDREN, FAMILIES, AND SENIONS IN SOUTHEAST TEXAS WHO FACE HUNGER	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$271,392	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	$35,594	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$126,954	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
WELLS FARGO FAIR FUND (SETTLEMENT FROM SEC)	01	$41
CAPITAL ONE (CREDIT CARD CASH REWARD PROGRAM)	01	$144
JP MORGAN CHASE (CREDIT CARD CASH REWARD PROGRAM)	01	$57
REFUND OF GRANT	01	$1,800

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$164,590	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$164,590	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	$1,250	Amt
Net Investment Income	$1,250	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	$24,901
FIDELITY INVESTMENTS X0400 - DEUTCHE BANK	$25,152	$24,819
FIDELITY INVESTEMENTS X0836 - BONDS	$372,718	$373,798

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	FIDELITY INVESTMENTS X0396	StockNm
EOY Book Value	$319,291	EOYBookValueAmt
EOYFMV	$503,379	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY INVESTMENTS X0396 - MUTUAL FUNDS	AT COST	$47,951	$137,433
CREDIT BALANCES	AT COST	$580	$580
FIDELITY INVESTMENTS X0396 - DEBT	AT COST	$100,000	$99,961

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (6 entries)

DescDesc	AmtAmt
REDUCTION IN COST BASIS ON CORPORATE BONDS SUBJECT TO AMORTIZATION	$617
NON-DIVIDEND DISTRIBUTIONS RECEIVED IN 2023; REPORTED IN 2024	$2,248
PURCHASE ACCRUED INTEREST IN 2024 FOR 2025 INTEREST	$159
ACCRUED MARKET DISCOUNT	$884
CREDIT BALANCES INCLUDED IN DIVIDEND AND INTEREST REVENUE	$581
BOND PREMIUM	$140

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	SUPPLIES	Desc
Revenue And Expenses Per Books	$122	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
WELLS FARGO FAIR FUND (SETTLEMENT FROM SEC)	$41	$41
CAPITAL ONE (CREDIT CARD CASH REWARD PROGRAM)	$144	$144
JP MORGAN CHASE (CREDIT CARD CASH REWARD PROGRAM)	$57	$57
REFUND OF GRANT	$1,800	$1,800

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
GRANT MADE IN 2023; CASHED IN 2024	$880
DONATION RECEIVED IN 2023 VIA CHECK; CASH IN 2024	$200

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADVISORY SERVICES	CategoryTxt
Amt	$4,829	Amt
Net Investment Income	$4,829	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2024 ESTIMATED TAX PAYMENTS	$1,640	$0	$0
2023 EXCISE TAX DUE	$21	$0	$0