TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
CASTEX FOUNDATION

% JOHN R STOIKA

Number and street (or P.O. box number if mail is not delivered to street address)333 CLAY SUITE 2900
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX77002

A Employer identification number

76-0699169

B Telephone number (see instructions)

(281) 878-0015

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$8,150,859J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	296,844		296,844
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-115,778
b	Gross sales price for all assets on line 6a 3,102,758
7	Capital gain net income (from Part IV, line 2)...			0
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	181,066		296,844
13	Compensation of officers, directors, trustees, etc.	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	11,500	11,500	0	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	46,093	46,093
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	530	530
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	5,400
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	63,523		58,123	0	0
25	Contributions, gifts, grants paid.......	1,302,100				1,302,100
26	Total expenses and disbursements. Add lines 24 and 25	1,365,623		58,123	0	1,302,100
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,184,557
b	Net investment income (if negative, enter -0-)			238,721
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	267,916	301,083	301,083
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	1,258,343	List of Attached Documents: // Content 1,223,736	1,548,789
	c	Investments—corporate bonds (attach schedule).......	7,661,770	List of Attached Documents: // Content 6,478,653	6,300,987
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	9,188,029	8,003,472	8,150,859
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	9,188,029	8,003,472
	29	Total net assets or fund balances (see instructions).....	9,188,029	8,003,472
	30	Total liabilities and net assets/fund balances (see instructions).	9,188,029	8,003,472

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

9,188,029

Enter amount from Part I, line 27a .....................

-1,184,557

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

8,003,472

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

8,003,472

Form 990-PF (2023)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	DWS ENHANCED COMMODITY STRATEGY FUND		2021-09-24	2023-12-14
b	ISHARES CORE U.S. AGGREGATE BOND ETF		2019-08-05	2023-12-14
c	PIMCO INTERNATIONAL BOND FUND U.S.DOLL		2021-06-15	2023-12-14
d	VANGUARD INTERMEDIATE-TERM CORP		2019-08-05	2023-12-14
e	DCP MIDSTREAM OPERATING PL NOTE 3.87500%		2022-03-14	2023-02-09
	FEDERAL HOME LN MTG CORP MTN 5.75000%		2023-07-11	2023-12-26
	GENESIS ENERGY LP NOTE 5.62500%		2022-03-17	2023-02-27
	METLIFE INC BOND CALL MAKE WHOLE4.36800%		2022-09-30	2023-02-10
	MURPHY OIL CORP NOTE 5.87500%		2023-02-01	2023-11-22
	PLAINS ALL AMERN PIPELINE L P NOTE 3.850		2022-09-09	2023-06-02
	SERVICE PPTYS TR NOTE 4.50000%		2022-03-17	2023-03-08
	TORONTO DOMINION BANK MTN 3.50000%		2022-07-05	2023-06-02
	TORONTO DOMINION BANK SER C MTN 0.25000%		2022-03-18	2023-01-06
	UNITED STATES TREAS SER W-2023 2.50000%		2022-06-24	2023-02-15
	BALL CORP NOTE CALL MAKE WHOLE4.00000%		2022-06-07	2023-11-15
	BUCKEYE PARTNERS L PNOTE 4.15000%		2019-11-15	2023-07-03
	CARRIZO OIL &GAS INCNOTE 8.25000%		2021-12-06	2023-08-02
	ECOPETROL SA NOTE CALL MAKE WHOLE5.87500		2022-03-29	2023-08-07
	EQUITRANS MIDSTREAM CORP NOTE 4.75000%		2020-11-19	2023-06-21
	GENESIS ENERGY LP NOTE 5.62500%		2021-11-08	2023-02-27
	MURPHY OIL CORP NOTE 5.87500%		2020-11-27	2023-11-22
	NABORS INDS INC NOTE CALL MAKE WHOLE 5.1		2021-11-08	2023-06-15
	NAVIENT CORPORATION MTN CALL MAKE WHOLE		2013-07-17	2023-01-25
	NAVIENT CORPORATION MTN CALL MAKE WHOLE		2014-04-02	2023-12-15
	PITNEY BOWES INC NOTE CALL MAKE WHOLE4.6		2022-03-29	2023-08-30
	SERVICE PPTYS TR NOTE 4.65000%		2021-11-09	2023-12-11
	SKYWORKS SOLUTIONS INC NOTE 0.90000%		2022-03-21	2023-06-01
	TEVA PHARMACEUTICAL FIN NETH NOTE 2.8000		2022-03-18	2023-07-21
	YUM BRANDS INC NOTE 3.87500%		2022-06-07	2023-11-01
	US TSY BOND 6.2500%		2023-02-07	2023-06-21
	US TSY BOND 7.5000%		2023-06-05	2023-06-27
	UNITED STATES TREASURY RATE 6.375 %		2022-11-15	2023-07-11
	US TSY NOTE 02.875 %		2022-12-16	2023-03-09
	VODAFONE GROUP PLC NTS 4.125%		2022-05-16	2023-02-07
	FNMA - CALLABLE COUNTRY: LU RATE 6.625 %		2016-04-19	2023-03-09
	GEORGIA PAC CORP B/E 08.000%		2017-03-30	2023-05-24
	US TSY BOND 7.1250%		2019-06-14	2023-02-15
	US TSY BOND 6.8750%		2021-02-26	2023-12-31
	EXPEDIA GROUP INC NOTE RATE 4.625 %		2022-09-28	2023-09-01
	HCA INC NOTE RATE 3.50 %		2023-05-23	2023-09-01
	L BRANDS INC NOTE RATE 7.50 %		2023-03-09	2023-09-01
	NEWELL BRANDS INC NOTE RATE 6.375 %		2022-09-13	2023-09-01
	ORACLE CORP NTS B/E 2.950%		2023-07-12	2023-09-01
	QVC INC RATE 4.45 %		2022-10-19	2023-09-01
	UNITED RENTALS NORTH AM RATE 4.875 %		2022-11-16	2023-09-01
	VERIZON COMM INC NOTE RATE 2.55 %		2023-07-24	2023-09-01
	AMC NETWORKS INC NOTE RATE 4.75 %		2020-07-24	2023-01-09
	AT&T INC B/E 4.250%		2020-09-08	2023-09-01
	ALLEGION US HLDG CO INC NOTE RATE 3.20 %		2017-09-27	2023-09-01
	ALTRIA GROUP INC RATE 4.80 %		2022-06-06	2023-09-01
	AMERICAN TOWER CORP RATE 4.00 %		2017-09-13	2023-09-01
	BERRY GLOB INC NOTE RATE 1.57 %		2022-08-11	2023-09-01
	BLOCK FINANCIAL NTS B/E 2.500%		2021-08-06	2023-09-01
	BOYD GAMING CORP NOTE RATE 4.75 %		2022-03-07	2023-06-15
	BROADCOM CORP NOTE RATE 3.875 %		2019-03-29	2023-09-01
	CDW LLC / CDW FIN CORP NOTE RATE 4.25 %		2019-09-12	2023-09-01
	CDW LLC / CDW FIN CORP NOTE RATE 4.125 %		2020-08-11	2023-09-01
	CARLISLE COS INC NOTE RATE 3.50 %		2017-11-14	2023-09-01
	CARRIER GLOB CORP NTS 2.242%		2021-08-27	2023-09-01
	CONAGRA BRANDS INC NOTE RATE 4.60 %		2020-09-23	2023-09-01
	DISCOVERY COMM INC NOTE RATE 3.95 %		2020-08-21	2023-09-01
	DISCOVERY COMM LLC NOTE RATE 3.95 %		2020-02-11	2023-09-01
	DOLLAR TREE INC NOTE RATE 4.00 %		2019-06-27	2023-09-01
	FORTUNE BRNDS HOME & SEC 04.000%		2018-09-19	2023-01-05
	HCA INC NOTE RATE 5.375 %		2021-01-27	2023-05-23
	HP INC NOTE RATE 4.00 %		2022-04-18	2023-09-01
	KRAFT HEINZ FOODS CO NOTE RATE 3.875 %		2021-03-26	2023-09-01
	MICROCHIP TECHNOLOGY INC NOTE RATE 4.25 %		2021-08-18	2023-09-01
	MOLSON COORS BREWING CO 3.000%		2020-12-14	2023-09-01
	MOTOROLA SOLUTIONS INC RATE 4.00 %		2022-03-15	2023-09-01
	ORACLE CORP NOTE RATE 2.30 %		2021-03-25	2023-07-12
	NEWELL BRANDS INC NOTE RATE 6.375 %		2022-09-13	2023-12-14
	QVC INC NOTE RATE 4.85 %		2020-04-20	2023-09-01
	QORVO INC NTS B/E 4.375%		2020-09-16	2023-09-01
	REYNOLDS AMERICAN INC RATE 4.45 %		2019-01-29	2023-09-01
	SBA COMMUNICATIONS CORP NEW NOTE RATE 3.875 %		2021-03-02	2023-09-01
	SVC CORP INTL NOTE RATE 5.125 %		2020-10-07	2023-09-01
	STEEL DYNAMICS INC NOTE RATE 2.40 %		2021-10-15	2023-09-01
	TEGNA INC NOTE RATE 4.625 %		2021-05-06	2023-09-01
	TOTAL SYSTEM SERVICES INC RATE 4.80 %		2022-02-10	2023-09-01
	TRANSDIGM INC NOTE RATE 5.50 %		2022-04-11	2023-09-01
	TRIMBLE NAV LTD B/E 4.900%		2022-01-06	2023-09-01
	TRINITY ACQUISITION PLC RATE 4.40 %		2020-08-21	2023-09-01
	UNITED RENTALS NORTH AM RATE 5.50 %		2019-08-29	2023-03-21
	U S TREASURY INFL NOTE NOTE RATE 0.75 %		2021-11-09	2023-09-01
	VERIZON COMMUNICATIONS 4.125%		2020-12-04	2023-07-24
	VERISK ANALYTICS INC RATE 4.00 %		2018-05-07	2023-08-23
	WESTERN DIGITAL CORP NOTE RATE 4.75 %		2018-02-02	2023-09-01
	WABTEC NOTE RATE 4.40 %		2021-09-22	2023-09-01
	WILLIS GROUP N AMERICA RATE 4.50 %		2021-08-20	2023-09-01
	ZIMMER BIOMET HOLDINGS NOTE RATE 3.05 %		2020-06-17	2023-09-01
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	45,168	66,676	-21,508
b	43,654	49,745	-6,091
c	14,632	16,325	-1,693
d	27,943	32,223	-4,280
e	34,920	35,008	-88
	50,000	49,975	25
	10,000	9,910	54
	75,000	74,911	56
	6,766	6,737	29
	49,585	49,732	-326
	10,000	9,870	29
	49,831	50,021	-190
	100,000	99,058
	24,929	24,958	-64
	125,000	124,519
	25,000	25,000
	20,000	19,940	14
	10,002	10,022	-20
	50,000	50,010	-10
	10,000	10,004	-4
	10,149	9,921	110
	10,000	9,895	15
	50,000	47,974
	100,092	99,939	153
	10,000	9,931	20
	10,000	10,019	-19
	25,000	24,543
	10,000	9,887
	25,000	25,000
	85,096	85,191	-95
	155,051	155,622	-571
	80,537	81,703	-1,166
	86,508	86,660	-152
	83,174	85,989	-2,815
	132,707	147,238	-14,531
	101,438	102,964	-1,526
	300,000	300,000
	469,761	509,355	-39,594
	10,646	10,340	194
	9,557	9,709	-152
	10,092	10,025	67
	14,747	15,137	-390
	8,624	8,736	-112
	5,359	5,093
	17,113	16,898	67
	6,543	6,642	-99
	9,848	13,211	-3,363
	9,617	10,938	-1,321
	13,529	13,792	-347
	6,763	6,965	-202
	10,662	11,120	-458
	9,990	9,983
	5,981	7,093	-1,112
	10,443	10,959	-516
	9,489	9,585	-96
	5,528	6,120	-592
	4,835	5,099	-264
	12,609	12,929	-320
	9,507	10,173	-666
	25,426	27,815	-2,389
	1,855	2,167	-312
	7,732	8,234	-502
	7,757	8,101	-344
	26,741	27,337	-596
	26,863	29,261	-2,398
	12,104	12,589	-485
	7,625	8,447	-822
	16,516	17,388	-872
	7,482	8,410	-928
	2,929	3,025	-96
	25,634	29,231	-3,597
	15,980	16,155	-175
	2,904	2,925	-21
	9,950	11,545	-1,595
	7,813	8,001	-188
	10,149	11,256	-1,107
	15,064	17,081	-2,017
	8,459	9,160	-701
	9,820	11,233	-1,413
	9,769	10,197	-428
	11,391	11,424	-67
	9,694	10,739	-1,045
	2,895	3,219	-324
	12,740	13,509	-769
	8,170	8,903	-733
	24,166	27,637	-3,471
	2,914	2,972	-58
	25,541	26,515	-1,314
	5,934	6,102	-168
	4,745	5,576	-831
	7,574	8,232	-658
			18,566
			18,566
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			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566
			18,566

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-21,508
b			-6,091
c			-1,693
d			-4,280
e			-88
			25
			90
			89
			29
			-147
			130
			-190
			942
			-29
			481

			60
			-20
			-10
			-4
			228
			105
			2,026
			153
			69
			-19
			457
			113

			-95
			-571
			-1,166
			-152
			-2,815
			-14,531
			-1,526

			-39,594
			306
			-152
			67
			-390
			-112
			266
			215
			-99
			-3,363
			-1,321
			-263
			-202
			-458
			7
			-1,112
			-516
			-96
			-592
			-264
			-320
			-666
			-2,389
			-312
			-502
			-344
			-596
			-2,398
			-485
			-822
			-872
			-928
			-96
			-3,597
			-175
			-21
			-1,595
			-188
			-1,107
			-2,017
			-701
			-1,413
			-428
			-33
			-1,045
			-324
			-769
			-733
			-3,471
			-58
			-974
			-168
			-831
			-658

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-115,778
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	3,318
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	3,318
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	3,318
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	3,208
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	6,500
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	9,708
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	6,390
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax6,390	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

JOHN R STOIKA Telephone no. right arrow

(281) 878-0015

Located at right arrow

333 CLAY SUITE 2900HOUSTONTX ZIP+4 right arrow

77002

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2023? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JOHN R STOIKA	PRESIDENT 0	0	0	0
333 CLAY SUITE 2900 HOUSTON,TX77002	PRESIDENT 0	0	0	0
RONALD E RINARD	VICE PRESIDENT 0	0	0	0
333 CLAY SUITE 2900 HOUSTON,TX77002	VICE PRESIDENT 0	0	0	0
LAURA P HOLEMAN	SECRETARY/TREASURER 0	0	0	0
333 CLAY SUITE 2900 HOUSTON,TX77002	SECRETARY/TREASURER 0	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

8,126,696

Average of monthly cash balances.......................

265,785

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

8,392,481

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

8,392,481

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

125,887

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

8,266,594

Minimum investment return. Enter 5% (0.05) of line 5................

413,330

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

413,330

Tax on investment income for 2022 from Part V, line 5.......

3,318

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

3,318

Distributable amount before adjustments. Subtract line 2c from line 1............

410,012

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

410,012

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

410,012

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,302,100

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,302,100

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					410,012
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:2021, 2020, 2019			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........
4Qualifying distributions for 2023 from Part
XI, line 4: $ 1,302,100
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2023 distributable amount.....					410,012
e Remaining amount distributed out of corpus		892,088
5 Excess distributions carryover applied to 2023.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		892,088
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		892,088
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 2023....	892,088

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

JOHN R STOIKA

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2023)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
TREES OF HOPE 3330 AUDLEY SUITE 100 HOUSTON,TX77098	NONE	PC	TO SUPPORT THE CHARITABLE UNDERTAKING OF THE DONEE	25,000
Literacy Now 14781 Memorial Dr 25 Houston,TX77079	NONE	PC	TO SUPPORT THE CHARITABLE UNDERTAKING OF THE DONEE	338,400
LIFEHOUSE OF HOUSTON PO BOX 27127 HOUSTON,TX77227		PC	TO SUPPORT THE CHARITABLE UNDERTAKING OF THE DONEE	12,700
MAIN STREET MINISTRIES 5100 TRAVIS ST HOUSTON,TX77002	NONE	PC	TO SUPPORT THE CHARITABLE UNDERTAKING OF THE DONEE	10,000
STAR OF HOPE 4848 LOOP CENTRAL DR STE 500 HOUSTON,TX77081	NONE	PC	TO SUPPORT THE CHARITABLE UNDERTAKING OF THE DONEE	915,000
TOMBALL TEXAS MAYHEM 12719 ARLINGTON MEADOWS LN TOMBALL,TX77377	NONE	PC	TO SUPPORT THE CHARITABLE UNDERTAKING OF THE DONEE	1,000
Total ................................. 3a				1,302,100

bApproved for future payment

Total ................................. 3b

Form 990-PF (2023)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	296,844
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	-115,778
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				181,066

13Total. Add line 12, columns (b), (d), and (e)..................

181,066

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

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	Signature of officer or trustee	Date	Title

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Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

CASTEX FOUNDATION

EIN:

76-0699169

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	11,500	11,500

- TIN:

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TY 2023 DepreciationSchedule

Name:

CASTEX FOUNDATION

EIN:

76-0699169

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

CASTEX FOUNDATION

EIN:

76-0699169

Name of Bond	End of Year Book Value	End of Year Fair Market Value
FIDELITY BROKERAGE SERVICES	1,933,152	1,837,873
UBS FINANCIAL SERVICES INC.	4,545,501	4,463,114

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

CASTEX FOUNDATION

EIN:

76-0699169

Name of Stock	End of Year Book Value	End of Year Fair Market Value
U.S. TRUST	1,186,101	1,517,085
FIDELITY BROKERAGE SERVICES	37,635	31,704

- TIN:

TY 2023 OtherExpensesSchedule

Name:

CASTEX FOUNDATION

EIN:

76-0699169

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
NONDEDUCTIBLE CONTRIBUTIONS	5,400

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

CASTEX FOUNDATION

EIN:

76-0699169

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BROKERAGE FEES	37,741	37,741
ATTORNEY FEES	8,352	8,352

- TIN:

TY 2023 TaxesSchedule

Name:

CASTEX FOUNDATION

EIN:

76-0699169

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN DIVIDEND TAX	530	530