Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Catalyst Foundation
c/o WH Caudill Norton Rose Fulbright
Number and street (or P.O. box number if mail is not delivered to street address)1550 Lamar Street 2000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Houston, TX770104106
A Employer identification number

76-0383386
B Telephone number (see instructions)

(713) 651-5151
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,299,685J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,047 4,047  
4 Dividends and interest from securities... 149,047 149,047  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 231,183
b Gross sales price for all assets on line 6a 2,052,385
7 Capital gain net income (from Part IV, line 2)... 231,183
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........ 384,277 384,277  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 53,500 0   53,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,606 5,303   5,303
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
42,362 42,362   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,437 1,437   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,394 0   5,394
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,806 16   3,790
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 117,105 49,118   67,987
25 Contributions, gifts, grants paid....... 158,862 158,862
26 Total expenses and disbursements. Add lines 24 and 25 275,967 49,118   226,849
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 108,310
b Net investment income (if negative, enter -0-) 335,159
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 13,807 6,706 6,706
2 Savings and temporary cash investments......... 177,072 206,109 206,109
3 Accounts receivable right arrow500
Less: allowance for doubtful accounts right arrow   500 500 500
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 3,396,023 Click to see attachment
List of Attached Documents:
// Content
3,480,899 		4,051,085
c Investments—corporate bonds (attach schedule)....... 39,220 Click to see attachment
List of Attached Documents:
// Content
40,718 		35,285
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,626,622 3,734,932 4,299,685
Liabilities 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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,626,622 3,734,932
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 3,626,622 3,734,932
30 Total liabilities and net assets/fund balances (see instructions). 3,626,622 3,734,932
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
3,626,622
2
Enter amount from Part I, line 27a .....................
2
108,310
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,734,932
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,734,932
Form 990-PF (2024)
Form 990-PF (2024)
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 Publicly traded securities      
b Capital gain distributions P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,036,417   1,821,202 215,215
b 15,968     15,968
c
d
e
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       215,215
b       15,968
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 231,183
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 ................... 		Bracket 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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,659
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 0
3 Add lines 1 and 2........................... 3 4,659
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,659
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,749
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,310
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,059
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,400
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,400 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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? ................
6
Yes
 
7
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..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY, TX
b
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 .
8b
Yes
 
9
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
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 .............
11
 
No
12
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.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.catalyst-foundation.org
14
The books are in care ofright arrowBlazek Vetterling Telephone no.right arrow (713) 439-5739

Located atright arrow2900 Weslayan Suite 200HoustonTX ZIP+4right arrow77027
15
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
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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
No
1a
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)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)
 
No
(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)
 
No
b
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 ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
No
2
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)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
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.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
b
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 ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
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? .........................
8
 
No
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
Ken SuyamaClick to see attachment
List of Attached Documents:
// Content
President/Trustee
3.00 		30,000 0 0
420 Columbus Avenue Suite 320
Valhalla,NY10595
Yoshihiko Horio VP/Trustee
3.00 		22,000 0 0
420 Columbus Avenue Suite 320
Valhalla,NY10595
William H Caudill Secretary/Trustee
3.00 		500 0 0
420 Columbus Avenue Suite 320
Valhalla,NY10595
Hatsumi Suyama Treasurer/Trustee
3.00 		500 0 0
420 Columbus Avenue Suite 320
Valhalla,NY10595
Shigeko Woolfalk Trustee
3.00 		7,056 0 0
420 Columbus Avenue Suite 320
Valhalla,NY10595
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,015,172
b
Average of monthly cash balances.......................
1b
241,571
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,256,743
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,256,743
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
63,851
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,192,892
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
209,645
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.)
1
Minimum investment return from Part IX, line 6..................
1
209,645
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,659
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,659
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
204,986
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
204,986
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
204,986
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
226,849
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
226,849
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 204,986
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 54,068
f Total of lines 3a through e ........ 54,068
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 226,849
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 204,986
e Remaining amount distributed out of corpus 21,863
5 Excess distributions carryover applied to 2024. 0 0
(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 75,931
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		75,931
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 54,068
e Excess from 2024.... 21,863
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 e-mail address of the person to whom applications should be addressed:
See website wwwcatalyst-foundationo
c/o Epoch Microelectronics
Valhalla,NY10595
(914) 772-6862
catalysis@catalyst-foundation.org
bThe form in which applications should be submitted and information and materials they should include:
Application on website
cAny submission deadlines:
See website
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
See website
Form 990-PF (2024)
Form 990-PF (2024)
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)
aPaid during the year

Boston University

8 Saint Marys Street PHO303
Boston,MA02215 		N/A PC Research grant 98,862

Columbia University

615 West 131st Street MC 8725
New York,NY10027 		N/A PC Research grant 60,000
Total .................................right arrow 3a 158,862
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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
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 ........... 		    14 4,047  
4 Dividends and interest from securities ....     14 149,047  
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 ............ 		    18 231,183  
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) .. 0 384,277 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
384,277
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
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
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
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
2a
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? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
Catalyst Foundation
 
c/o WH Caudill Norton Rose Fulbright
EIN:
76-0383386
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax compliance 4,050 2,025   2,025
Bookkeeping services 6,556 3,278   3,278

TY 2024 CompensationExplanation
Name:
Catalyst Foundation
 
c/o WH Caudill Norton Rose Fulbright
EIN:
76-0383386
Person Name Explanation
Shigeko Woolfalk Trustee fees: $500Accounting services: $6,556

TY 2024 InvestmentsCorpBondsSchedule
Name:
Catalyst Foundation
 
c/o WH Caudill Norton Rose Fulbright
EIN:
76-0383386
Name of Bond End of Year Book Value End of Year Fair Market Value
84 Affiliated Managers Group Inc 4.20% 09/30/61 1,466 1,342
70 Affiliated Managers Group Inc 4.75% 09/30/60 1,677 1,273
83 Affiliated Managers Group Inc 5.875% 03/30/59 2,208 1,829
42 American Financial Group Inc 5.875% 03/30/59 1,148 945
102 American Financial Group Inc 5.125% 12/15/59 2,278 2,038
50 CMS Energy Corp 5.625% 03/15/78 1,334 1,115
97 Corebridge Financial Inc 6.375% 12/15/64 2,470 2,473
89 DTE Energy Co. 4.375% 10/15/80 1,982 1,618
43 DTE Energy Co. 5.25% 12/01/77 1,171 948
62 DTE Energy Co. 4.375% 12/01/81 1,513 1,137
66 Duke Energy Corp 5.625% 09/15/78 1,695 1,559
134 Entergy Arkansas LLC 4.875% 09/01/66 3,520 2,935
74 Entergy Louisiana LLC 4.875% 09/01/66 1,937 1,609
86 Georgia Power Co 5% 12/01/77 2,256 1,858
54 Globe Life Inc 4.25% 06/15/61 1,070 850
70 NextEra Energy Capital Holdings 5.65% 03/01/79 1,906 1,624
59 Prudential Financial Inc 4.125% 09/01/60 1,423 1,093
81 Prudential Financial Inc 5.625% 08/15/58 2,080 1,882
100 Prudential Financial 5.95% 09/01/62 2,484 2,490
42 Reinsurance Group of America 7.125% 10/15/52 1,064 1,084
36 Stifel Financial Corp 5.2% 10/15/47 917 736
82 The Southern Co. 4.20% 10/15/60 1,603 1,551
59 The Southern Co. 5.25% 12/01/77 1,516 1,296

TY 2024 InvestmentsCorpStockSchedule
Name:
Catalyst Foundation
 
c/o WH Caudill Norton Rose Fulbright
EIN:
76-0383386
Name of Stock End of Year Book Value End of Year Fair Market Value
19 3M Co. 2,401 2,461
18 Abbott Laboratories 1,972 2,055
82 AbbVie Inc 13,079 14,574
20 Adobe Inc 5,194 8,760
36 Air Products and Chemicals Inc 8,556 10,345
8 Alibaba Group Holding Ltd. ADR 835 690
117 Allstate Corp 4.75% Ser I 2,969 2,407
233 Allstate Corp 5.100% Ser H 5,879 5,098
222 Alphabet Inc Cl A 12,713 42,025
94 Alphabet Inc Cl C 17,100 17,947
254 Amazon.com Inc 36,310 55,725
163 American International Group Inc 10,191 11,866
100 American Tower Corp 15,449 18,326
26 Amphenol Corp Cl A 1,792 1,830
167 Apollo Global Management Inc Cl A 6,773 27,582
315 Apple Inc 40,051 78,882
4 AppLovin Corp 1,233 1,401
312 Arch Capital Group Ltd. 4.550% Ser G 6,262 5,585
131 Arch Capital Group Ltd. 5.45% Ser F 3,362 2,779
132 Arista Networks Inc 8,240 14,590
16 ASML Holding N.V. 11,232 11,267
217 AstraZeneca PLC ADR 15,603 14,218
267 AT&T Inc 4.750% Ser C Pfd 5,826 5,300
101 AT&T Inc 5.00% Ser A Pfd 2,318 2,125
47 Automatic Data Processing Inc 1,940 13,676
1 AutoZone Inc 2,013 2,171
68 AvalonBay Communities Inc 11,528 14,994
66 Ball Corp 4,025 3,616
661 Bank of America Corp 24,727 29,051
327 Bank of America Corp 4.250% Pfd 6,406 6,082
253 Bank of America Corp 4.375% Pfd 5,426 4,913
217 Bank of America Corp 5.00% Pfd 5,036 4,687
184 Bank of America Corp 5.375% Pfd 4,737 4,171
98 Becton, Dickinson and Co. 20,631 22,172
57 Berkshire Hathaway Inc Cl B 4,704 26,037
102 BJ's Wholesale Club Holdings Inc 9,377 9,114
22 Blackstone Inc 3,205 3,798
2,804 Blackstone Private Credit Fund 71,319 71,383
9 Block Inc Cl A 809 783
7,479 Blue Owl Credit Inc 71,228 71,578
1 Booking Holdings Inc 1,429 1,779
196 Broadcom Inc 12,451 45,441
71 Canadian Pacific Kansas City Ltd. 4,867 5,138
148 Capital One Financial Corp 17,000 26,391
197 Capital One Financial Corp 4.80% Ser J Pfd 4,292 3,607
185 Capital One Financial Corp 5% Ser I Pfd 4,568 3,519
81 Charles Schwab Corp 6,080 6,018
104 Charles Schwab Corp 4.450% Ser J Pfd 2,612 2,029
10 Charter Communications Inc 2,838 3,333
28 Chevron Corp 4,264 4,058
14 Chipotle Mexican Grill Inc 908 860
193 Citigroup Inc 11,634 13,585
180 Citizens Financial Group Inc 5.00% Ser E 4,478 3,481
92 Citizens Financial Group Inc 7.375% Ser H 2,314 2,392
18 CME Group Inc 2,254 4,260
55 CMS Energy Corp 4.20% Ser C 1,351 1,028
735 Comcast Corp Cl A 25,453 27,585
108 ConocoPhillips 12,298 10,710
76 Corteva Inc 4,035 4,342
65 Crown Holdings Inc 5,349 5,386
36 D.R. Horton Inc 5,586 5,062
87 Diageo PLC ADR 14,338 11,054
65 Digital Realty Trust Inc 5.20% Ser L 1,580 1,379
97 Digital Realty Trust Inc 5.850% Ser K 2,581 2,273
20 DoorDash Inc Cl A 2,226 3,331
64 DTE Energy Co. 6,766 7,722
97 Duke Energy Corp 5.75% Ser A Pfd 2,660 2,365
44 Eastman Chemical Co. 4,447 4,027
42 Eaton Corp PLC 6,866 13,896
36 Ecolab Inc 6,380 8,530
89 Edison International 5,566 7,127
9 Edwards Lifesciences Corp 798 644
32 Eli Lilly and Co. 26,416 24,319
70 Emerson Electric Co. 6,710 8,642
548 Enbridge Inc 19,876 23,252
278 EQT Corp 9,204 12,819
96 Equitable Holdings Inc 4.30% Ser C Pfd 2,359 1,671
415 Exxon Mobil Corp 34,909 44,642
1 Fair Isaac Corp 1,451 2,019
29 FedEx Corp 7,503 8,097
222 Fifth Third Bancorp 4.95% Ser K Pfd 5,658 4,655
51 First Horizon Corp 4.70% Ser F Pfd 1,254 910
348 Freeport-McMoRan Inc Cl B 14,189 13,252
144 Gaming and Leisure Properties Inc 6,455 6,935
216 General Motors Co. 9,153 11,506
64 Gilead Sciences Inc 4,939 5,905
18,364 Goldman Sachs GQG Intl Opp Fund 407,835 359,206
21 Goldman Sachs Group Inc 9,875 12,217
1,216 Haleon PLC ADR 10,919 11,601
38 Hilton Worldwide Holdings Inc 8,209 9,420
64 Honeywell International Inc 4,002 14,489
3 HubSpot Inc 1,564 1,899
173 Huntington Bancshares Inc 3,819 3,066
163 Huntington Bancshares Inc 3,982 4,143
73 Ingersoll Rand Inc 6,863 6,643
54 Intercontinental Exchange Inc 6,349 8,068
14 International Business Machines Corp 3,188 3,097
4 Intuit Inc 2,677 2,691
12 Intuitive Surgical Inc 5,128 6,106
179 Johnson & Johnson 19,431 25,887
65 Johnson Controls International PLC 4,484 5,124
190 JPMorgan Chase & Co. 13,513 45,545
160 JPMorgan Chase & Co. 4.20% Pfd 3,120 3,022
117 JPMorgan Chase & Co. 4.55% Pfd 2,438 2,395
183 JPMorgan Chase & Co. 4.625% Pfd 3,973 3,812
71 JPMorgan Chase & Co. 5.75% Pfd 1,812 1,787
86 JPMorgan Chase & Co. Pfd 2,145 1,836
117 KeyCorp 5.625% Ser G Pfd 2,950 2,494
106 KeyCorp 5.65% Ser F Pfd 2,413 2,284
183 KeyCorp 6.125% Ser E Pfd 5,539 4,493
108 KeyCorp 6.2% Ser H Pfd 2,631 2,634
288 Kinder Morgan Inc 3,400 7,891
30 KKR & Co. Inc Cl A 3,341 4,410
17 Lam Research Corp 1,772 1,233
57 Linde PLC 14,969 23,832
27,920 Lord Abbett Bond Debenture Fund 196,579 197,956
32,097 Lord Abbett High Yield Fund 240,463 205,744
95 M&T Bank Corp 7.5% Pfd Ser J 2,396 2,529
66 M&T Bank Corp Fix to Float Pfd Ser H 1,776 1,607
64 Marvell Technology Inc 4,414 7,031
18 Mastercard Inc Cl A 8,358 9,501
10 McDonald's Corp 2,563 2,847
18 McKesson Corp 10,994 10,295
2 MercadoLibre Inc 2,450 2,595
208 Merck & Co. Inc 12,431 20,692
75 Meta Platforms Inc Cl A 28,935 43,910
175 MetLife Inc 10,042 14,329
223 MetLife Inc 4.75% Ser F Pfd 5,528 4,607
277 Microsoft Corp 53,127 116,755
52 Mondelez International Inc 2,204 3,128
258 Morgan Stanley 4.250% Pfd 5,178 4,750
98 Morgan Stanley 4.875% Ser L Pfd 2,460 2,055
178 Morgan Stanley 5.85% Ser K Pfd 5,062 4,333
45 Morgan Stanley 6.5% Pfd 1,180 1,157
122 Morgan Stanley 6.875% Ser F Pfd 3,506 3,073
262 Morgan Stanley 7.125% Ser E Pfd 7,636 6,610
5 Natera Inc 830 784
259 Nestle S.A. ADR 26,972 21,400
27 Netflix Inc 13,786 23,905
122 NextEra Energy Inc 7,969 8,746
80 Northern Trust Corp 4.70% Ser Pfd 2,010 1,610
39 Northrop Grumman Corp 15,172 18,253
55 NRG Energy Inc 4,413 4,935
472 NVIDIA Corp 52,558 63,385
38 NXP Semiconductors N.V. 10,264 7,901
3,020 Oaktree Strategic Credit Fund 71,213 71,156
266 Oracle Corp 18,803 44,326
10 Palo Alto Networks Inc 1,605 1,828
29 PayPal Holdings Inc 2,352 2,468
55 PepsiCo Inc 3,592 8,418
59 Philip Morris International Inc 6,789 7,040
54 PNC Financial Services Group Inc 8,276 10,414
58 PPG Industries Inc 1,711 6,884
183 PPL Corp 5,619 5,940
20,212 Principal Capital Securities Fund 186,918 190,797
24 Public Storage 6,324 7,081
172 Public Storage 3.9% Ser O Pfd 3,068 2,874
136 Public Storage 4.625% Ser L Pfd 2,892 2,640
126 Public Storage 4.875% Ser I Pfd 3,173 2,652
72 Public Storage 5.15% Ser F Pfd 1,928 1,595
41 Public Storage 5.60% Ser H Pfd 1,149 953
61 PulteGroup Inc 6,873 6,615
33 Qualcomm Inc 6,840 5,136
8 Quanta Services Inc 2,106 2,466
6 Regeneron Pharmaceuticals Inc 6,497 4,338
64 Regions Financial Corp 4.45% Ser E Pfd 1,543 1,137
104 Regions Financial Corp 5.70% Ser C Pfd 2,813 2,521
129 Regions Financial Corp 6.95% Ser F Pfd 3,235 3,385
56 RenaissanceRe Holdings Ltd. 4.2% Pfd 1,369 928
44 RenaissanceRe Holdings Ltd. 5.75% Pfd 1,204 986
193 RTX Corp 5,449 22,334
9 Salesforce Inc 3,220 3,088
157 Sanofi ADR 8,321 7,572
45 SAP SE ADR 4,141 10,962
384 Sempra Energy 27,252 33,684
6 ServiceNow Inc 4,229 5,847
18 Shopify Inc 1,368 1,921
267 Southwest Airlines Co. 7,281 8,977
43 Spire Inc 5.90% Ser A Pfd 1,175 1,064
10 Spotify Technology S.A. 3,124 4,398
38 Starbucks Corp 3,683 3,502
146 State Street Corp 5.350% Ser G Pfd 4,083 3,430
22 Stifel Financial Corp 4.50% DP Pfd D 400 388
42 Stifel Financial Corp 6.125% Ser C Pfd 1,079 1,041
29 Stryker Corp 6,532 10,430
22 Synopsys Inc 12,181 10,651
14 Taiwan Semiconductor Manufacturing Co. Ltd. ADR 2,327 2,731
29 Tesla Inc 7,378 11,507
37 Texas Instruments Inc 4,077 6,905
453 The Coca-Cola Co. 26,949 28,204
69 The Hartford Financial Svcs Group Inc 6.0% Ser G Pfd 1,835 1,723
32 The Home Depot Inc 6,237 12,569
135 The Procter & Gamble Co. 11,297 22,633
25 The Progressive Corp 3,064 5,979
17 The Sherwin-Williams Co. 4,630 5,885
144 The TJX Companies Inc 3,894 17,397
13 The Trade Desk Inc Cl A 1,209 1,471
147 The Travelers Companies Inc 8,267 35,411
144 The Walt Disney Co. 14,199 16,034
417 The Williams Companies Inc 8,766 22,568
36 Thermo Fisher Scientific Inc 20,243 18,849
136 T-Mobile US Inc 19,662 30,019
7 Trane Technologies PLC 2,205 2,403
3 TransDigm Group Inc 3,981 3,808
302 Truist Financial Corp 4.75% Ser R Pfd 6,295 5,829
139 Truist Financial Corp 5.25% Ser O Pfd 3,453 2,929
172 U.S. Bancorp 6,893 8,227
155 U.S. Bancorp 3.75% Ser L Pfd 3,725 2,616
287 U.S. Bancorp 4.00% Ser M Pfd 5,493 5,071
117 U.S. Bancorp 5.5% Ser K Pfd 2,815 2,751
35 U.S. Bancorp 6.1695% Ser B Pfd 784 772
27 Uber Technologies Inc 1,936 1,644
150 Unilever PLC ADR 8,766 8,505
90 Union Pacific Corp 17,694 20,421
5 United Rentals Inc 3,211 3,493
56 UnitedHealth Group Inc 18,223 28,490
32 Valero Energy Corp 4,861 3,936
13 Vertiv Holdings LLC Cl A 1,127 1,442
127 Visa Inc Cl A 12,243 40,137
104 Voya Financial Inc 5.35% Ser B Pfd 2,868 2,416
91 Vulcan Materials Co. 13,462 23,445
1 W.W. Grainger Inc 1,028 1,188
425 Walmart Inc 12,807 38,399
131 Waste Management Inc 8,651 26,434
39 Webster Financial Corp DP Ser F Pfd 1,001 736
73 Wells Fargo & Co. 1,933 1,788
86 Wells Fargo & Co. 4.25% Ser Pfd 1,589 1,568
149 Wells Fargo & Co. 4.375% Ser CC Pfd 2,909 2,810
300 Wells Fargo & Co. 4.75% Ser Z Pfd 6,016 6,120
113 Wells Fargo & Co. DP Pfd 4.7% Ser C 2,399 2,259
55,727 Western Asset Corporate Bond Fund 600,694 582,908

TY 2024 OtherExpensesSchedule
Name:
Catalyst Foundation
 
c/o WH Caudill Norton Rose Fulbright
EIN:
76-0383386
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank charges 16 16   0
Information technology 408 0   408
Insurance 1,821 0   1,821
Office expense 1,561 0   1,561


TY 2024 OtherProfessionalFeesSchedule
Name:
Catalyst Foundation
 
c/o WH Caudill Norton Rose Fulbright
EIN:
76-0383386
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment management fees 42,362 42,362   0


TY 2024 TaxesSchedule
Name:
Catalyst Foundation
 
c/o WH Caudill Norton Rose Fulbright
EIN:
76-0383386
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign tax 1,437 1,437   0