ARNOLD & ITKIN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ARNOLD & ITKIN FOUNDATION (EIN 83-0962641)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349101148
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T08:57:14-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204210510 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AYCOCK & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1885 ST JAMES PLACE SUITE 1050 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830962641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNOLD & ITKIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARNO | BusinessNameControlTxt |
| Phone | 7132223800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6009 MEMORIAL DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARA ARNOLD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7132223800 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TARA | PersonFirstNm |
| Person Last | ARNOLD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG GARNER CPA | PreparerPersonNm |
| PTIN | P01822379 | PTIN |
| Phone | 7132753700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $259,012 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $450,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,556 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,556 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $460,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,924 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,761 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,381 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,380 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,737 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $226,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,543 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $733 | CashBOYAmt |
| Cash EOY | $188,604 | CashEOYAmt |
| Cash EOYFMV | $188,604 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $64,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,824 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $32,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,214 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,584 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $33,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $257,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $259,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $33,082 | RetainedEarningBOYAmt |
| Retained Earning EOY | $257,642 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $257,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $257,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $226,187 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $259,269 | SubtotalAmt |
| Other Decreases | $1,627 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $257,642 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES | 2018-10-30 | 2022-06-15 | $939 | $615 | $324 | $324 |
| ADOBE INC | 2018-10-30 | 2022-06-15 | $1,128 | $726 | $402 | $402 |
| AKAMAI TECHNOLOGIES | 2019-02-26 | 2022-08-16 | $770 | $559 | $211 | $211 |
| ALCON INC | 2020-01-13 | 2022-07-19 | $1,088 | $874 | $214 | $214 |
| ALPHABET INC CLASS C | 2018-12-13 | 2022-08-16 | $2,439 | $1,064 | $1,375 | $1,375 |
| AMAZON.COM INC | 2015-02-05 | 2022-06-15 | $1,039 | $188 | $851 | $851 |
| AMAZON.COM INC | 2015-02-05 | 2022-08-24 | $670 | $94 | $576 | $576 |
| APPLE INC | 2018-10-30 | 2022-08-24 | $502 | $161 | $341 | $341 |
| AXON ENTERPRISE INC | 2021-06-14 | 2022-05-17 | $492 | $790 | -$298 | -$298 |
| BLACK KNIGHT INC | 2018-12-13 | 2022-05-17 | $847 | $541 | $306 | $306 |
| BROADRIDGE FINL SOLU | 2020-12-17 | 2022-02-17 | $870 | $905 | -$35 | -$35 |
| CHARLES RIVER LABS | 2018-12-13 | 2022-06-15 | $1,074 | $637 | $437 | $437 |
| CHEVRON CORP | 2020-12-17 | 2022-06-15 | $667 | $353 | $314 | $314 |
| CINTAS CORP | 2018-12-13 | 2022-07-19 | $773 | $344 | $429 | $429 |
| COLGATE-PALMOLIVE CO | 2018-10-30 | 2022-07-19 | $774 | $588 | $186 | $186 |
| CONOCOPHILLIPS | 2019-02-26 | 2022-08-16 | $701 | $484 | $217 | $217 |
| DANAHER CORP | 2018-10-30 | 2022-08-16 | $895 | $295 | $600 | $600 |
| ECOLAB INC | 2020-12-17 | 2022-07-19 | $631 | $882 | -$251 | -$251 |
| EMERSON ELECTRIC CO | 2019-02-26 | 2022-06-15 | $1,281 | $1,030 | $251 | $251 |
| ESTEE LAUDER CO INC | 2020-12-17 | 2022-06-15 | $725 | $794 | -$69 | -$69 |
| F M C CORP | 2020-12-17 | 2022-08-16 | $557 | $578 | -$21 | -$21 |
| HOME DEPOT INC | 2018-10-30 | 2022-06-15 | $843 | $523 | $320 | $320 |
| HONEYWELL INTL INC | 2018-10-30 | 2022-06-15 | $1,291 | $1,002 | $289 | $289 |
| INTUIT INC | 2022-01-31 | 2022-07-19 | $402 | $542 | -$140 | -$140 |
| JPMORGAN CHASE & CO | 2018-10-30 | 2022-07-19 | $802 | $745 | $57 | $57 |
| L3HARRIS TECHNOLOGIES IN | 2020-12-17 | 2022-06-15 | $1,595 | $1,297 | $298 | $298 |
| LINDE PLC F | 2018-10-30 | 2022-06-15 | $599 | $333 | $266 | $266 |
| LINDE PLC F | 2018-10-30 | 2022-07-19 | $570 | $333 | $237 | $237 |
| MERCK & CO. INC. | 2020-12-17 | 2022-02-17 | $767 | $761 | $6 | $6 |
| META PLATFORMA INC CLASS A | 2022-06-06 | 2022-07-19 | $527 | $580 | -$53 | -$53 |
| MOODYS CORP | 2018-12-13 | 2022-02-17 | $1,319 | $595 | $724 | $724 |
| NIKE INC | 2019-02-26 | 2022-08-16 | $807 | $604 | $203 | $203 |
| PAYPAL HOLDINGS INCORPOR | 2018-10-30 | 2022-06-15 | $294 | $326 | -$32 | -$32 |
| PERKINELMER INC | 2018-12-13 | 2022-06-15 | $564 | $346 | $218 | $218 |
| QUALCOMM INC | 2019-04-30 | 2022-08-16 | $904 | $524 | $380 | $380 |
| ROCKWELL AUTOMATION | 2018-12-13 | 2022-08-16 | $765 | $474 | $291 | $291 |
| SALESFORCE COM | 2020-12-17 | 2022-08-16 | $943 | $1,127 | -$184 | -$184 |
| THE COCA-COLA CO | 2020-12-17 | 2022-02-17 | $1,209 | $1,066 | $143 | $143 |
| THERMO FISHER SCNTFC | 2020-12-17 | 2022-06-15 | $1,030 | $928 | $102 | $102 |
| TRIMBLE INC | 2019-02-26 | 2022-06-15 | $657 | $444 | $213 | $213 |
| U S BANCORP | 2020-12-17 | 2022-01-31 | $574 | $453 | $121 | $121 |
| U S BANCORP | 2020-12-17 | 2022-06-15 | $463 | $453 | $10 | $10 |
| UNION PACIFIC CORP | 2019-03-21 | 2022-06-15 | $845 | $650 | $195 | $195 |
| VF CORP | 2018-10-30 | 2022-02-17 | $849 | $1,081 | -$232 | -$232 |
| WASTE CONNECTIONSINC F | 2020-12-17 | 2022-08-16 | $1,692 | $1,229 | $463 | $463 |
| XYLEM INC | 2022-01-31 | 2022-07-19 | $318 | $413 | -$95 | -$95 |
| COST BASIS ADJUSTMENT | 2018-09-07 | 2022-12-31 | $396 | $396 | $396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,556 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $119 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $119 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $327 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $327 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $208 | OverpaymentAmt |
| Applied To ES Tax | $208 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNOLD & ITKIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7132223800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6009 MEMORIAL DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TARA ARNOLD | ||||||||
| 6009 MEMORIAL DRIVE | HOUSTON | TX | 77007 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KISHA ITKIN | ||||||||
| 6009 MEMORIAL DRIVE | HOUSTON | TX | 77007 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KURT ARNOLD | ||||||||
| 6009 MEMORIAL DRIVE | HOUSTON | TX | 77007 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JASON ITKIN | ||||||||
| 6009 MEMORIAL DRIVE | HOUSTON | TX | 77007 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,193 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,193 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,515 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,226 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,226 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $119 | TotalTaxAmt |
| Distributable Before Adj | $2,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,107 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,230 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,230 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $874 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $131,158 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $152,913 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $284,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $230,123 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $515,068 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $515,068 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $874 | ExcessFromYear3Amt |
| Excess From Year2 | $131,158 | ExcessFromYear2Amt |
| Excess From Year1 | $152,913 | ExcessFromYear1Amt |
| Excess From Current Year | $230,123 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BAYSHORE ELEMENTARY | |||||
| 301 FAIRFIELD ST | LA PORTE | TX | 77571 | GENERAL SUPPORT | $1,300 |
| BOBBY SHAW MIDDLE SCHOOL | |||||
| 1515 CHERRYBROOK | PASADENA | TX | 77502 | GENERAL SUPPORT | $1,400 |
| DEER PARK ELEMENTARY | |||||
| 2920 LUELLA AVE | DEER PARK | TX | 77536 | GENERAL SUPPORT | $900 |
| JAMES B HAVARD ELEMENTARY | |||||
| 15150 WALLISVILLE RD | HOUSTON | TX | 77049 | GENERAL SUPPORT | $1,400 |
| SAN JANCINTO ELEMENTARY | |||||
| 1302 E 13TH ST | DEER PARK | TX | 77536 | GENERAL SUPPORT | $400 |
| ST JUDE CHILDREN'S HOSPITAL | |||||
| 1535 WEST LOOP S STE 240 | HOUSTON | TX | 77027 | GENERAL SUPPORT | $8,600 |
| TEXAS CHILDREN'S HOSPITAL | |||||
| 8080 N STADIUM DRIVE | HOUSTON | TX | 77054 | GENERAL SUPPORT | $1,400 |
| THE MONARCH SCHOOL & INSTITUTE | |||||
| 2815 ROSEFIELD DR | HOUSTON | TX | 77080 | GENERAL SUPPORT | $125,000 |
| AMERICAN BRAIN TUMOR ASSOCIATION | |||||
| 8550 WBRYN MAWR AVE STE 550 | CHICAGO | IL | 60631 | GENERAL SUPPORT | $900 |
| DEACONS OF DEADWOOD EVENT | |||||
| 1302 WAUGH DRIVE 351 | HOUSTON | TX | 77019 | GENERAL SUPPORT | $10,000 |
| BAYLOR UNIVERSITY | |||||
| 1311 S 5TH ST WACO | WACO | TX | 76706 | GENERAL SUPPORT | $10,000 |
| CARPENTER ELEMENTARY | |||||
| 5002 W PASADENA BLVD | DEER PARK | TX | 77536 | GENERAL SUPPORT | $1,400 |
| CARTER LOMAX MIDDLE SCHOOL | |||||
| 1519 GENOA RED-BLUFF ROAD | PASADENA | TX | 77504 | GENERAL SUPPORT | $400 |
| CEO FOUNDATION | |||||
| 707 MAGNOLIA DR | ALTAMONTE SPRINGS | FL | 32701 | GENERAL SUPPORT | $10,000 |
| FEED THE CHILDREN | |||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | GENERAL SUPPORT | $400 |
| FEEDING AMERICA | |||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | GENERAL SUPPORT | $400 |
| FOOD FOR THE HUNGRY | |||||
| 206 BRIDGE STREET SUITE 100 | FRANKLIN | TN | 37064 | GENERAL SUPPORT | $900 |
| HABITAT FOR HUMANITY | |||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | GENERAL SUPPORT | $400 |
| HERITAGE ELEMENTARY | |||||
| 4001 THOMPSON RD | FORT WORTH | TX | 76137 | GENERAL SUPPORT | $1,400 |
| LSU FOUNDATION | |||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | GENERAL SUPPORT | $5,250 |
| MACARTHUR ELEMENTARY | |||||
| 1801 N MAIN ST | GALENA PARK | TX | 77547 | GENERAL SUPPORT | $900 |
| MEMORIAL HERMAN CHILDREN'S HOSPITAL | |||||
| 6411 FANNIN ST | HOUSTON | TX | 77030 | GENERAL SUPPORT | $1,400 |
| NATIONAL ASSOCIATION OF WOMEN JUDGES | |||||
| 1725 I ST NW SUITE 300 | WASHINGTON | DC | 20006 | GENERAL SUPPORT | $2,500 |
| REYNA FAMILY FOUNDATION | |||||
| 702 WEXP 83 | WESLACO | TX | 78596 | GENERAL SUPPORT | $500 |
| ROBERTS MIDDLE SCHOOL | |||||
| 920 CHARGER WAY | FULSHEAR | TX | 77441 | GENERAL SUPPORT | $900 |
| SAM HOUSTON ELEMENTARY | |||||
| 1213 W 4TH AVE | CORSCICANA | TX | 75110 | GENERAL SUPPORT | $400 |
| SOUTH TEXAS COLLEGE OF LAW | |||||
| 1303 SAN JACINTO ST | HOUSTON | TX | 77002 | GENERAL SUPPORT | $10,000 |
| SOUTHERN UNIVERSITY LAW CENTER | |||||
| 2 ROOSEVEL STEPTOE DR | BATON ROGUE | LA | 70813 | GENERAL SUPPORT | $5,000 |
| STATE FAIR OF LOUSIANA | |||||
| EAST LOT 3701 HUDSON AVE | SHREVEPORT | LA | 71109 | GENERAL SUPPORT | $15,000 |
| THE UNIVERSITY OF TEXAS SCHOOL OF LAW | |||||
| 727 E DEAN KEETON ST | AUSTIN | TX | 78705 | GENERAL SUPPORT | $10,000 |
| WORLD WIDLIFE FUND | |||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | GENERAL SUPPORT | $1,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $368 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,556 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,924 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,924 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNOLD & ITKIN LLP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6009 MEMORIAL DRIVE | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $450,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,761 | Amt |
| Net Investment Income | $2,381 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,380 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,214 | EOYBookValueAmt |
| EOYFMV | $5,584 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR DIFFERENCE IN COST BASIS | Desc |
| Amt | $1,627 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $126 | $0 | $0 |
| PROGRAM EXPENSES | $0 | $0 | $0 |
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