ARNOLD & ITKIN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ARNOLD & ITKIN FOUNDATION (EIN 83-0962641)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-22
- IRS object ID
- 202242349349100859
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-22T10:46:05-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-07-18 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,485 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,791 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,560 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,351 | 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 |
| Other Expenses Rev And Expnss | $3,005 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,631 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,631 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,636 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,031 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$112,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,351 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,709 | CashBOYAmt |
| Cash EOY | $733 | CashEOYAmt |
| Cash EOYFMV | $733 | CashEOYFMVAmt |
| Corporate Stock BOY | $139,885 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,349 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,752 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $141,594 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,485 | 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 | $141,594 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,082 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $141,594 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $141,594 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $141,594 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$112,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,773 | OtherIncreasesAmt |
| Subtotal | $33,082 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (109 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| REALPAGE INC | 2020-12-17 | 2021-04-23 | $888 | $685 | $203 | $203 |
| REALPAGE INC | 2019-03-21 | 2021-04-23 | $2,219 | $1,560 | $659 | $659 |
| FLIR SYSTEMS INC | 2018-12-13 | 2021-05-17 | $1,120 | $1,120 | $1,120 | |
| TELEDYNE TECHNOLOGIE: TDY | 2018-12-13 | 2020-05-18 | $358 | $535 | -$177 | -$177 |
| ORGANON & CO: OGN | 2020-12-17 | 2020-06-14 | $75 | $94 | -$19 | -$19 |
| ORGANON & CO: OGN | 2019-02-26 | 2020-06-03 | $17 | $19 | -$2 | -$2 |
| ORGANON & CO: OGN | 2019-02-26 | 2020-06-14 | $45 | $57 | -$12 | -$12 |
| A T & T INC. T | 2020-12-17 | 2021-07-01 | $1,459 | $1,481 | -$22 | -$22 |
| AIR PROD & CHEMICALS: APD | 2020-12-17 | 2021-07-01 | $1,444 | $1,345 | $99 | $99 |
| AKAMAI TECHONOLOGIES INC: AKAM | 2020-12-17 | 2021-07-01 | $1,175 | $1,055 | $120 | $120 |
| ALCON INC F : ALC | 2020-12-17 | 2021-07-01 | $2,815 | $2,576 | $239 | $239 |
| AXON ENTERPRISE INC: AXON | 2021-06-14 | 2021-07-01 | $1,210 | $1,106 | $104 | $104 |
| BANK OF AMERICA CORP: BAC | 2020-12-17 | 2020-07-01 | $2,072 | $1,442 | $630 | $630 |
| BROADRIDGE FINL SOLU: BR | 2020-12-17 | 2020-07-01 | $1,463 | $1,357 | $106 | $106 |
| CHEVRON CORP: CVX | 2020-12-17 | 2020-07-01 | $213 | $176 | $37 | $37 |
| COLGATE-PALMOLIVE CO CL | 2020-12-17 | 2020-07-01 | $1,634 | $1,712 | -$78 | -$78 |
| CULLEN FROST BANKERS: CFR | 2020-12-17 | 2020-07-01 | $1,123 | $874 | $249 | $249 |
| ECOLAB INC: ECL | 2020-12-17 | 2020-07-01 | $1,666 | $1,764 | -$98 | -$98 |
| EMERSON ELECTRIC CO: EMR | 2020-12-17 | 2020-07-01 | $1,938 | $1,621 | $317 | $317 |
| EOG RESOURCES INC: EOG | 2020-12-17 | 2020-07-01 | $430 | $260 | $170 | $170 |
| ESTEE LAUDER CO INC CLASS A: | 2020-12-17 | 2020-07-01 | $3,160 | $2,646 | $514 | $514 |
| F M C CORP: FMC | 2020-12-17 | 2020-07-01 | $1,088 | $1,156 | -$68 | -$68 |
| HONEYWELL INTL INC: HON | 2020-12-17 | 2020-07-01 | $1,762 | $1,693 | $69 | $69 |
| JPMORGAN CHASE & CO: JPM | 2020-12-17 | 2020-07-01 | $2,347 | $1,796 | $551 | $551 |
| L3HARRIS TECHNOLOGIES IN: LHX | 2020-12-17 | 2020-07-01 | $652 | $556 | $96 | $96 |
| MERCK & CO. INC.: MRK | 2020-12-17 | 2020-07-01 | $779 | $761 | $18 | $18 |
| MOODYS CORP: MCO | 2020-12-17 | 2020-07-01 | $1,094 | $840 | $254 | $254 |
| PEPSICO INC: PEP | 2020-12-17 | 2020-07-01 | $743 | $729 | $14 | $14 |
| ROCKWELL AUTOMATION: ROK | 2020-12-17 | 2020-07-01 | $1,428 | $1,234 | $194 | $194 |
| SALESFORCE COM: CRM | 2020-12-17 | 2020-07-01 | $2,918 | $2,706 | $212 | $212 |
| THE COCA-COLA CO: KO | 2020-12-17 | 2020-07-01 | $2,979 | $2,932 | $47 | $47 |
| THERMO FISHER SCNTFC: TMO | 2020-12-17 | 2020-07-01 | $1,522 | $1,393 | $129 | $129 |
| TRUIST FINL CORP: TFC | 2020-12-17 | 2020-07-01 | $1,398 | $1,178 | $220 | $220 |
| U S BANCORP: USB | 2020-12-17 | 2020-07-01 | $574 | $453 | $121 | $121 |
| UNION PACIFIC CORP: UNP | 2020-12-17 | 2020-07-01 | $2,230 | $2,022 | $208 | $208 |
| VF CORP: VFC | 2020-12-17 | 2020-07-01 | $2,073 | $2,164 | -$91 | -$91 |
| VISA INC CLASS A: V | 2020-12-17 | 2020-07-01 | $2,113 | $1,900 | $213 | $213 |
| WASTE CONNECTIONSINC F: WCN | 2020-12-17 | 2020-07-01 | $2,758 | $2,356 | $402 | $402 |
| ZIONS BANCORP N A: ZION | 2020-12-17 | 2020-07-01 | $749 | $588 | $161 | $161 |
| ZOETIS INC CLASS A ZTS | 2020-12-17 | 2020-07-01 | $940 | $813 | $127 | $127 |
| ABBOTT LABORATORIES: ABT | 2018-10-30 | 2020-07-01 | $1,871 | $1,093 | $778 | $778 |
| ADOBE INC: ADBE | 2018-10-30 | 2020-07-01 | $2,331 | $968 | $1,363 | $1,363 |
| AIR PROD & CHEMICALS: APD | 2018-12-13 | 2020-07-01 | $1,155 | $635 | $520 | $520 |
| AKAMAI TECHONOLOGIES INC: AKAM | 2019-02-26 | 2020-07-01 | $1,528 | $908 | $620 | $620 |
| ALPHABET INC. CLASS C: | 2018-12-13 | 2020-07-01 | $2,515 | $1,064 | $1,451 | $1,451 |
| AMAZON.COM INC: AMZN | 2015-02-05 | 2020-07-01 | $3,428 | $376 | $3,052 | $3,052 |
| APPLE INC: AAPL | 2018-10-30 | 2020-07-01 | $3,273 | $1,290 | $1,983 | $1,983 |
| BANK OF AMERICA CORP: BAC | 2018-10-30 | 2020-07-01 | $1,243 | $806 | $437 | $437 |
| BLACK KNIGHT INC: BKI | 2018-12-13 | 2020-07-01 | $1,799 | $1,038 | $761 | $761 |
| CHARLES RIVER LABS: CRL | 2018-12-13 | 2020-07-01 | $2,595 | $891 | $1,704 | $1,704 |
| CHEVRON CORP: CVX | 2018-10-30 | 2020-07-01 | $1,598 | $1,648 | -$50 | -$50 |
| CINTAS CORP: CTAS | 2018-12-13 | 2020-07-01 | $2,288 | $1,033 | $1,255 | $1,255 |
| COLGATE-PALMOLIVE CO CL | 2018-10-30 | 2020-07-01 | $1,225 | $882 | $343 | $343 |
| CONOCOPHILLIPS: COP | 2019-02-26 | 2020-07-01 | $820 | $899 | -$79 | -$79 |
| CULLEN FROST BANKERS: CFR | 2019-02-26 | 2020-07-01 | $1,685 | $1,559 | $126 | $126 |
| DANAHER CORP: DHR | 2018-10-30 | 2020-07-01 | $2,433 | $885 | $1,548 | $1,548 |
| EMERSON ELECTRIC CO: EMR | 2019-02-26 | 2020-07-01 | $969 | $687 | $282 | $282 |
| EOG RESOURCES INC: EOG | 2019-02-26 | 2020-07-01 | $1,290 | $1,411 | -$121 | -$121 |
| FORTIVE CORP DISC 00500: FTV | 2019-02-26 | 2020-07-01 | $1,404 | $1,399 | $5 | $5 |
| HOME DEPOT INC: HD | 2018-10-30 | 2020-07-01 | $2,245 | $1,220 | $1,025 | $1,025 |
| HONEYWELL INTL INC: HON | 2018-10-30 | 2020-07-01 | $661 | $430 | $231 | $231 |
| JPMORGAN CHASE & CO: JPM | 2018-10-30 | 2020-07-01 | $782 | $532 | $250 | $250 |
| KIMBERLY CLARK CORP: KMB | 2019-02-26 | 2020-07-01 | $2,008 | $1,773 | $235 | $235 |
| LINDE PLC F: LIN | 2018-10-30 | 2020-07-01 | $1,739 | $1,000 | $739 | $739 |
| L3HARRIS TECHNOLOGIES IN: LHX | 2020-03-02 | 2020-07-01 | $1,740 | $1,594 | $146 | $146 |
| MARTIN MARIETTA MATR: MLM | 2019-02-26 | 2020-07-01 | $1,403 | $768 | $635 | $635 |
| MERCK & CO. INC.: MRK | 2019-02-26 | 2020-07-01 | $1,558 | $1,547 | $11 | $11 |
| MICROSOFT CORP: MSFT | 2018-12-13 | 2020-07-01 | $2,435 | $985 | $1,450 | $1,450 |
| MOODYS CORP: MCO | 2018-12-13 | 2020-07-01 | $1,094 | $446 | $648 | $648 |
| NIKE INC CLASS B NKE | 2019-02-26 | 2020-07-01 | $1,257 | $690 | $567 | $567 |
| NIKE INC CLASS B NKE | 2019-03-21 | 2020-07-01 | $786 | $441 | $345 | $345 |
| PAYPAL HOLDINGS INCORPOR: PYPL | 2018-10-30 | 2020-07-01 | $1,723 | $489 | $1,234 | $1,234 |
| PEPSICO INC: PEP | 2018-10-30 | 2020-07-01 | $1,188 | $913 | $275 | $275 |
| PERKINELMER INC: PKI | 2018-12-13 | 2020-07-01 | $1,855 | $1,039 | $816 | $816 |
| QUALCOMM INC: QCOM | 2019-04-30 | 2020-07-01 | $1,275 | $786 | $489 | $489 |
| ROCKWELL AUTOMATION: ROK | 2018-12-13 | 2020-07-01 | $1,143 | $631 | $512 | $512 |
| TELEDYNE TECHNOLOGIE: TDY | 2018-12-13 | 2020-07-01 | $420 | $614 | -$194 | -$194 |
| TRIMBLE INC: TRMB | 2019-02-26 | 2020-07-01 | $1,965 | $969 | $996 | $996 |
| TRUIST FINL CORP: TFC | 2018-10-30 | 2020-07-01 | $1,789 | $1,517 | $272 | $272 |
| U S BANCORP: USB | 2019-02-26 | 2020-07-01 | $1,721 | $1,547 | $174 | $174 |
| UNION PACIFIC CORP: UNP | 2019-03-21 | 2020-07-01 | $223 | $163 | $60 | $60 |
| VF CORP: VFC | 2018-10-30 | 2020-07-01 | $498 | $463 | $35 | $35 |
| WALT DISNEY CO: DIS | 2018-10-30 | 2020-07-01 | $2,301 | $1,484 | $817 | $817 |
| ZIONS BANCORP N A: ZION | 2018-12-13 | 2020-07-01 | $2,141 | $1,728 | $413 | $413 |
| ZOETIS INC CLASS A ZTS | 2018-10-30 | 2020-07-01 | $2,068 | $998 | $1,070 | $1,070 |
| ALCON INC F : ALC | 2020-12-17 | 2021-12-16 | $429 | $322 | $107 | $107 |
| CULLEN FROST BANKERS: CFR | 2020-12-17 | 2021-12-16 | $1,304 | $874 | $430 | $430 |
| EOG RESOURCES INC: EOG | 2020-12-17 | 2020-12-16 | $878 | $520 | $358 | $358 |
| ESTEE LAUDER CO INC CLASS A: | 2020-12-17 | 2020-12-16 | $727 | $529 | $198 | $198 |
| MERCK & CO. INC.: MRK | 2020-12-17 | 2020-12-16 | $382 | $381 | $1 | $1 |
| SALESFORCE COM: CRM | 2020-12-17 | 2020-12-16 | $770 | $677 | $93 | $93 |
| TRUIST FINL CORP: TFC | 2020-12-17 | 2020-12-16 | $1,505 | $1,177 | $328 | $328 |
| VISA INC CLASS A: V | 2020-12-17 | 2020-12-16 | $1,283 | $1,266 | $17 | $17 |
| ZIONS BANCORP N A: ZION | 2020-12-17 | 2020-12-16 | $1,659 | $1,092 | $567 | $567 |
| AIR PROD & CHEMICALS: APD | 2018-12-13 | 2020-12-16 | $1,834 | $952 | $882 | $882 |
| AKAMAI TECHONOLOGIES INC: AKAM | 2019-02-26 | 2020-12-16 | $464 | $279 | $185 | $185 |
| APPLE INC: AAPL | 2018-10-30 | 2020-12-16 | $1,398 | $430 | $968 | $968 |
| BANK OF AMERICA CORP: BAC | 2018-10-30 | 2020-12-16 | $675 | $403 | $272 | $272 |
| CINTAS CORP: CTAS | 2018-12-13 | 2020-12-16 | $909 | $344 | $565 | $565 |
| DANAHER CORP: DHR | 2018-10-30 | 2020-12-16 | $960 | $295 | $665 | $665 |
| JPMORGAN CHASE & CO: JPM | 2018-10-30 | 2020-12-16 | $483 | $319 | $164 | $164 |
| MARTIN MARIETTA MATR: MLM | 2019-02-26 | 2020-12-16 | $1,765 | $771 | $994 | $994 |
| MICROSOFT CORP: MSFT | 2018-12-13 | 2020-12-16 | $660 | $219 | $441 | $441 |
| PEPSICO INC: PEP | 2018-10-30 | 2020-12-16 | $1,209 | $799 | $410 | $410 |
| PERKINELMER INC: PKI | 2018-12-13 | 2020-12-16 | $762 | $346 | $416 | $416 |
| ROCKWELL AUTOMATION: ROK | 2018-12-13 | 2020-12-16 | $1,058 | $474 | $584 | $584 |
| TELEDYNE TECHNOLOGIE: TDY | 2018-12-13 | 2020-12-16 | $440 | $614 | -$174 | -$174 |
| UNION PACIFIC CORP: UNP | 2019-03-21 | 2020-12-16 | $746 | $489 | $257 | $257 |
| ZOETIS INC CLASS A ZTS | 2018-10-30 | 2020-12-16 | $930 | $363 | $567 | $567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,560 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $658 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $658 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $327 | OverpaymentAmt |
| Applied To ES Tax | $327 | 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 | $132,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $137,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $137,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $658 | TotalTaxAmt |
| Distributable Before Adj | $6,118 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,118 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,118 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,031 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $159,031 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $874 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $131,158 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $132,032 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,031 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,118 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,913 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $284,945 | 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 | $284,945 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $874 | ExcessFromYear2Amt |
| Excess From Year1 | $131,158 | ExcessFromYear1Amt |
| Excess From Current Year | $152,913 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||
| 5433 WESTHEIMER RD 300 | HOUSTON | TX | 77056 | GENERAL SUPPORT | $10,000 |
| THE MONARCH SCHOOL & INSTITUTE | |||||
| 2815 ROSEFIELD DR | HOUSTON | TX | 77080 | GENERAL SUPPORT | $125,000 |
| WOODLAND ACRES ELEMENTARY | |||||
| 12956 SARAHS LN | HOUSTON | TX | 77015 | GENERAL SUPPORT | $1,400 |
| JAMES B HAVARD ELEMENTARY | |||||
| 15150 WALLISVILLE RD | HOUSTON | TX | 77049 | GENERAL SUPPORT | $900 |
| CLOVERLEAF ELEMENTARY | |||||
| 1035 FRANKIE ST | HOUSTON | TX | 77015 | GENERAL SUPPORT | $400 |
| DE ZAVALA MIDDLE SCHOOL | |||||
| 1515 CHERRYBROOK | PASADENA | TX | 77502 | GENERAL SUPPORT | $2,300 |
| BOBBY SHAW MIDDLE SCHOOL | |||||
| 1515 CHERRYBROOK | PASADENA | TX | 77502 | GENERAL SUPPORT | $400 |
| BAYSHORE ELEMENTARY | |||||
| 301 FAIRFIELD ST | LA PORTE | TX | 77571 | GENERAL SUPPORT | $2,700 |
| DEER PARK ELEMENTARY | |||||
| 2920 LUELLA AVE | DEER PARK | TX | 77536 | GENERAL SUPPORT | $1,400 |
| SAN JANCINTO ELEMENTARY | |||||
| 1302 E 13TH ST | DEER PARK | TX | 77536 | GENERAL SUPPORT | $1,300 |
| ST JUDE CHILDREN'S HOSPITAL | |||||
| 1535 WEST LOOP S STE 240 | HOUSTON | TX | 77027 | GENERAL SUPPORT | $4,000 |
| MAKE A WISH FOUNDATION | |||||
| 1604 BISSONNET ST | HOUSTON | TX | 77005 | GENERAL SUPPORT | $900 |
| THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | |||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | GENERAL SUPPORT | $1,400 |
| SAVE THE CHILDREN | |||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | GENERAL SUPPORT | $1,431 |
| TEXAS CHILDREN'S HOSPITAL | |||||
| 8080 N STADIUM DRIVE | HOUSTON | TX | 77054 | GENERAL SUPPORT | $1,400 |
| ALEX'S LEMONADE STAND FOUNDATION FOR CHILDHOOD | |||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | GENERAL SUPPORT | $400 |
| CHILDREN'S DEFENSE FUND | |||||
| 5410 BELLAIRE BLVD 203 | BELLAIRE | TX | 77401 | GENERAL SUPPORT | $400 |
| OPERATION HOMEFRONT | |||||
| 1355 CENTRAL PKWY S 100 | SAN ANTONIO | TX | 78232 | GENERAL SUPPORT | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,631 | 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 | $1,791 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,351 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,351 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $32,349 | EOYBookValueAmt |
| EOYFMV | $53,752 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $605 | $0 | $0 |
| PROGRAM EXPENSES | $2,400 | $0 | $2,400 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR DIFFERENCE IN COST BASIS | Desc |
| Amt | $3,773 | Amt |
Comments