Civic Intelligence

Fory Charitable Trust

990EZ • Fiscal year 2024 • EIN 26-6399700

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 15, 2025

6114 Golden Forest DrHouston, TX 77092

(713) 305-6518

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

39th percentile

-1.1%

Higher net margin than 39% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-0.7%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

9.9%

Faster revenue growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$138,946

Down $3,475 (-2.4%) from 2022

Net Assets

Down

$138,846

Down $3,543 (-2.5%) from 2022

Liabilities

Up

$100

Up $68 (+213%) from 2022

Revenue

Up

$80,637

Up $17,314 (+27%) from 2022

Expenses

Down

$81,559

Down $12,504 (-13%) from 2022

Net Income

Up

-$922

Up $29,818 (+97%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2012: $225,924Net Assets 2012: $225,9242012Assets 2013: $298,213Net Assets 2013: $298,2132013Assets 2014: $314,201Net Assets 2014: $314,2012014Assets 2015: $341,710Net Assets 2015: $341,7102015Assets 2016: $263,724Net Assets 2016: $263,7242016Assets 2017: $279,636Liabilities 2017: $1,535Net Assets 2017: $278,1012017Assets 2018: $260,127Liabilities 2018: $1,779Net Assets 2018: $258,3482018Assets 2019: $233,730Liabilities 2019: $1,522Net Assets 2019: $232,2082019Assets 2020: $276,136Liabilities 2020: $9,626Net Assets 2020: $266,5102020Assets 2021: $178,135Liabilities 2021: $395Net Assets 2021: $177,7402021Assets 2022: $142,421Liabilities 2022: $32Net Assets 2022: $142,3892022Assets 2024: $138,946Liabilities 2024: $100Net Assets 2024: $138,8462024

Highlighted filing

2024

Assets$138,946
Liabilities$100
Net Assets$138,846

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $15,556Expenses 2012: $40,419Net Income 2012: -$24,8632012Revenue 2013: $134,473Expenses 2013: $47,631Net Income 2013: $86,8422013Revenue 2014: $125,793Expenses 2014: $109,805Net Income 2014: $15,9882014Revenue 2015: $105,792Expenses 2015: $80,605Net Income 2015: $25,1872015Revenue 2016: $101,100Expenses 2016: $179,086Net Income 2016: -$77,9862016Revenue 2017: $199,159Expenses 2017: $184,782Net Income 2017: $14,3772017Revenue 2018: $155,291Expenses 2018: $175,244Net Income 2018: -$19,9532018Revenue 2019: $136,784Expenses 2019: $162,871Net Income 2019: -$26,0872019Revenue 2020: $145,616Expenses 2020: $151,503Net Income 2020: -$5,8872020Revenue 2021: $113,569Expenses 2021: $201,261Net Income 2021: -$87,6922021Revenue 2022: $63,323Expenses 2022: $94,063Net Income 2022: -$30,7402022Revenue 2024: $80,637Expenses 2024: $81,559Net Income 2024: -$9222024

Highlighted filing

2024

Revenue$80,637
Expenses$81,559
Net Income-$922
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$81,658
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Provision of funds for humanitarian aid to orphans who reside in Ukraine and adjoining countries and to fund the programs the Foundation supports. Approximately 800 persons have benefited annually from this operation.-$28,300
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sue MarshallTrusteePT$0--
Denise AllenBoard Member-$0--
Steve HuzarBoard Member-$0--
Sophya TabarouskyBoard Member-$0--
Michelle RicheyBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Fory Charitable Trust
EIN
26-6399700
Phone
7133056518
Address
6114 Golden Forest Dr, Houston, TX 77092

Signing Officer

Name
Sue H Marshall
Title
Trustee
Phone
7133056518
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Thomas A Mack CPA PC
Address
6161 Savoy Dr Suite 1120, Houston, TX 77036
Preparer
Thomas A Mack
Phone
7137833832
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Meals and entertainment 24

Form 990-EZ, Part I, Line 16, Other Expenses

Advertising 625

Form 990-EZ, Part I, Line 16, Other Expenses

Bank Fees 649

Form 990-EZ, Part I, Line 16, Other Expenses

Computer Expenses 201

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 881

Form 990-EZ, Part I, Line 16, Other Expenses

Office Supplies 1,675

Form 990-EZ, Part I, Line 16, Other Expenses

Payroll Taxes 2,214

Form 990-EZ, Part I, Line 16, Other Expenses

Donation - Orphan Care 28,300

Form 990-EZ, Part I, Line 16, Other Expenses

Miscellaneous Expenses 2

Form 990-EZ, Part II, Line 24, Other Assets

Equity Investments Beginning of year 6,266, End of year 8,682

Form 990-EZ, Part II, Line 24, Other Assets

Alternative Assets Beginning of year 163, End of year 163

Form 990-EZ, Part II, Line 24, Other Assets

FCT Chase Money Market Beginning of year 80,392, End of year 80,392

Form 990-EZ, Part II, Line 24, Other Assets

Other Money Market Beginning of year 3, End of year 3

Form 990-EZ, Part II, Line 26, Liabilities

Credit Card Liabilities Beginning of year 218, End of year 100

Raw XML Appendix183 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0Sue Marshall
IRS990EZ/BooksInCareOfDetail/PhoneNum07133056518
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06114 Golden Forest Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077092
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sue Marshall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Denise Allen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Steve Huzar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sophya Tabarousky
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michelle Richey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt086824
IRS990EZ/OtherAssetsTotalDetail/EOYAmt089240
IRS990EZ/OtherExpensesTotalAmt034571
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt0899
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provision of funds for humanitarian aid to orphans who reside in Ukraine and adjoining countries and to fund the programs the Foundation supports. Approximately 800 persons have benefited annually from this operation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt043200
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01021
IRS990EZ/SpecialEventsNetIncomeLossAmt05271
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0218
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt081559
IRS990EZ/TotalProgramServiceExpensesAmt028300
IRS990EZ/TotalRevenueAmt080637
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Public Trust
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0www.forytrust.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt077702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt073345
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0113024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0140751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0455765
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0924
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04759
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011745
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97400
IRS990ScheduleA/PublicSupportPY170Pct00.98340
IRS990ScheduleA/PublicSupportTotal170Amt0455765
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt077702
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt073345
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050943
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0113024
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0140751
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0455765
IRS990ScheduleA/TotalSupportAmt0467947
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0217
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0114
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0106
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0437
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals and entertainment 24
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising 625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Fees 649
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Computer Expenses 201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Supplies 1,675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payroll Taxes 2,214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Donation - Orphan Care 28,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous Expenses 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Equity Investments Beginning of year 6,266, End of year 8,682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Alternative Assets Beginning of year 163, End of year 163
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FCT Chase Money Market Beginning of year 80,392, End of year 80,392
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other Money Market Beginning of year 3, End of year 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Credit Card Liabilities Beginning of year 218, End of year 100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Sue H Marshall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07133056518
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fory Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0FORY
ReturnHeader/Filer/EIN0266399700
ReturnHeader/Filer/PhoneNum07133056518
ReturnHeader/Filer/USAddress/AddressLine1Txt06114 Golden Forest Dr
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077092
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453269329
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas A Mack CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06161 Savoy Dr Suite 1120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077036
ReturnHeader/PreparerPersonGrp/PhoneNum07137833832
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas A Mack
ReturnHeader/ReturnTs02025-11-15T02:26:34-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits