ARNOLD & ITKIN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARNOLD & ITKIN FOUNDATION (EIN 83-0962641)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202421369349104517
- Schema version
- 2023v5.0
- 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
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:57:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-05-09 | 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 |
| Preparation | 2024-05-09 | PreparationDt |
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 | 2023 | 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 | $2,105 | 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 | $181,220 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,750 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,536 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $185,890 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,670 | 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 | $5,171 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,878 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,293 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $10,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,003 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,087 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,261 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,881 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $426,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $426,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $441,731 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,881 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $436,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$255,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $188,604 | CashBOYAmt |
| Cash EOY | $2,105 | CashEOYAmt |
| Cash EOYFMV | $2,105 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,824 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $4,214 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $257,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,105 | 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 | $257,642 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,105 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $257,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $257,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $257,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$255,841 | ExcessRevenueOverExpensesAmt |
| Other Increases | $304 | OtherIncreasesAmt |
| Subtotal | $2,105 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AMAZON COM INC | 2015-02-05 | 2023-10-23 | $635 | $501 | $134 | $134 |
| APPLE INC | 2018-10-30 | 2023-10-23 | $863 | $269 | $594 | $594 |
| BANK OF AMERICA CORP | 2018-10-30 | 2023-10-23 | $522 | $537 | -$15 | -$15 |
| CHEVRON CORP | 2020-12-17 | 2023-10-23 | $647 | $353 | $294 | $294 |
| MICROSOFT CORP | 2018-12-13 | 2023-10-23 | $1,321 | $438 | $883 | $883 |
| NVIDIA CORPORATION | 2022-06-06 | 2023-10-23 | $856 | $382 | $474 | $474 |
| PESPSICO INC NC | 2022-06-06 | 2023-10-23 | $484 | $500 | -$16 | -$16 |
| WALT DISNEY CO HLDG CO | 2018-10-30 | 2023-10-23 | $167 | $228 | -$61 | -$61 |
| WALT DISNEY CO HLDG CO | 2019-03-21 | 2023-10-23 | $417 | $552 | -$135 | -$135 |
| ZOETIS INC CLASS-A | 2018-10-30 | 2023-10-23 | $838 | $454 | $384 | $384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,536 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | $51,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,209 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,209 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,004 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,004 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $7,004 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,004 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,004 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $436,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $436,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,004 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $874 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $131,158 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $152,913 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $230,123 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $515,068 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $436,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,004 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $429,846 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $944,914 | 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 | $944,914 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $874 | ExcessFromYear4Amt |
| Excess From Year3 | $131,158 | ExcessFromYear3Amt |
| Excess From Year2 | $152,913 | ExcessFromYear2Amt |
| Excess From Year1 | $230,123 | ExcessFromYear1Amt |
| Excess From Current Year | $429,846 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| LSU FOUNDATION | |||||
| 3796 NICHOLSON DR | BATON ROUGE | LA | 70802 | GENERAL SUPPORT | $5,250 |
| 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 |
| THE MONARCH SCHOOL & INSTITUTE | |||||
| 2815 ROSEFIELD DR | HOUSTON | TX | 77080 | GENERAL SUPPORT | $150,000 |
| WILCHESTER ELEMENTARY SCHOOL | |||||
| 13618 ST MARYS LN | HOUSTON | TX | 77079 | GENERAL SUPPORT | $500 |
| PINK BOWS FOUNDATION- BINGO SPONSORSHIP | |||||
| 2800 KIRBY DR | HOUSTON | TX | 77089 | GENERAL SUPPORT | $22,000 |
| WEST UNIVERSITY LITTLE LEAGUE | |||||
| 3700 UNIVERSITY BLVD | HOUSTON | TX | 77005 | GENERAL SUPPORT | $900 |
| BAKER RIPLEY | |||||
| 4414 NAVIGATION BLVD | HOUSTON | TX | 77011 | GENERAL SUPPORT | $5,000 |
| TEXAS ACCESS TO JUSTICE FOUNDATION | |||||
| 1601 RIO GRANDE ST 351 | AUSTIN | TX | 78701 | GENERAL SUPPORT | $161,220 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||
| PO BOX 22324 | NEW YORK | NY | 10087 | GENERAL SUPPORT | $1,500 |
| VERNON PARISH SCHOOL BOARD | |||||
| 201 BELVIEW RD LEESVILLE | LEESVILLE | LA | 71446 | GENERAL SUPPORT | $2,000 |
| HOUSTON CHILDRENS CHARITY | |||||
| 1600 W LOOP S 610 | HOUSTON | TX | 77027 | GENERAL SUPPORT | $25,000 |
| SD TEXAS - BLASK FOUNDATION | |||||
| 4075 WILSON BOULEVARD 8TH FLOOR | ARLINGTON | VA | 22203 | GENERAL SUPPORT | $5,500 |
| COMMUNITIES IN SCHOOL OF HOUSTON | |||||
| 1111 N LOOP W FWY SUITE 300 | HOUSTON | TX | 77008 | GENERAL SUPPORT | $1,400 |
| HOUSTON PETS ALIVE | |||||
| 2800 ANTOINE DR 2854 | HOUSTON | TX | 77092 | GENERAL SUPPORT | $900 |
| TEXAS YOUNG AUTISM PROJECT | |||||
| 3730 KIRBY DR HOUSTON | HOUSTON | TX | 77098 | GENERAL SUPPORT | $400 |
| SUNSHINE KIDS CHARITY | |||||
| 2814 VIRGINIA | HOUSTON | TX | 77098 | GENERAL SUPPORT | $1,400 |
| TEXAS CHILDREN'S HOSPITAL | |||||
| 6621 FANNIN ST HOUSTON TX 77030 | HOUSTON | TX | 77030 | GENERAL SUPPORT | $900 |
| MD ANDERSON CANCER CENTER | |||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | GENERAL SUPPORT | $800 |
| BEST FRIENDS ANIMAL SOCIETY | |||||
| 1312 MELISSA DR | BENTONVILLE | AR | 72712 | GENERAL SUPPORT | $1,400 |
| TODAY'S HARBOR FOR CHILDREN IN LAPORTE | |||||
| 514 BAYRIDGE RD | LA PORTE | TX | 77571 | GENERAL SUPPORT | $900 |
| ST JUDE CHILDREN'S HOSPITAL | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | GENERAL SUPPORT | $1,400 |
| AMERICAN RED CROSS | |||||
| 320 E RIECK RD | TYLER | TX | 75703 | GENERAL SUPPORT | $900 |
| AMERICAN CANCER SOCIETY | |||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | GENERAL SUPPORT | $400 |
| JAMES B HAVARD ELEMENTARY | |||||
| 15150 WALLISVILLE RD | HOUSTON | TX | 77049 | GENERAL SUPPORT | $1,400 |
| SAM HOUSTON ELEMENTARY | |||||
| 4101 EAST SAM HOUSTON PKWY NORTH | HOUSTON | TX | 77015 | GENERAL SUPPORT | $900 |
| WOODLAND ACRES ELEMENTARY | |||||
| 12956 SARAHS LN | HOUSTON | TX | 77015 | GENERAL SUPPORT | $400 |
| FRED ROBERTS MIDDLE SCHOOL | |||||
| 13402 CONKLIN LN | HOUSTON | TX | 77034 | GENERAL SUPPORT | $1,400 |
| BOBBY SHAW MIDDLE SCHOOL | |||||
| 1201 HOUSTON AVE | PASADENA | TX | 77052 | GENERAL SUPPORT | $900 |
| CARTER LOMAX MIDDLE SCHOOL | |||||
| 1519 GENOA RED BLUFF RD | PASADENA | TX | 77504 | GENERAL SUPPORT | $400 |
| COLLEGE PARK ELEMENTARY | |||||
| 4315 LUELLA AVE | DEER PARK | TX | 77536 | GENERAL SUPPORT | $1,400 |
| LAPORTE INDEPENDENT | |||||
| 1002 SAN JACINTO ST | LA PORTE | TX | 77571 | GENERAL SUPPORT | $900 |
| BAYSHORE ELEMENTARY | |||||
| 800 MCCABE RD | LA PORTE | TX | 77571 | GENERAL SUPPORT | $400 |
| SAN JACINTO ELEMENTARY | |||||
| 1302 E THIRTEENTH ST | DEER PARK | TX | 77536 | GENERAL SUPPORT | $1,400 |
| DEER PARK ELEMENTARY | |||||
| 2920 LUELLA AVE | DEER PARK | TX | 77536 | GENERAL SUPPORT | $1,300 |
| THE CEO FOUNDATION | |||||
| 707 MAGNOLIA DR | ALTAMONTE SPRINGS | FL | 32701 | GENERAL SUPPORT | $10,000 |
| AINSLEY'S ANGELS OF AMERICA | |||||
| PO BOX 6287 | VIRGINIA BEACH | VA | 23456 | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $426,470 | 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 | $2,134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,536 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,670 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ARNOLD & ITKIN LLP | ||||||
| 1 | 6009 MEMORIAL DRIVE | HOUSTON | TX | 77007 | $30,000 | Yes (X) |
| GIVESMART US INC | ||||||
| 2 | 9620 EXECUTIVE CENTER DR N STE 200 | PETERSBURG | FL | 337022441 | $121,220 | Yes (X) |
| LKCM SOUTH TEXAS PARTNERS LLC | ||||||
| 3 | 301 COMMERCE ST STE 1600 | FORT WORTH | TX | 761024116 | $10,000 | Yes (X) |
| PUSCH & NGUYEN | ||||||
| 4 | 6330 GULF FWY | HOUSTON | TX | 77023 | $10,000 | Yes (X) |
| DANZIGER & DE LLANO LLP | ||||||
| 5 | 440 LOUISIANA ST UNIT 1212 | HOUSTON | TX | 77002 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,171 | Amt |
| Net Investment Income | $3,878 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,293 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $709 | $709 | $0 |
| BANK FEES | $165 | $165 | $0 |
| SUPPLIES | $129 | $129 | $0 |
| OTHER COSTS | $4,510 | $0 | $4,510 |
| TOY DRIVE EXPENDITURES | $4,577 | $0 | $4,577 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIT REFUND | Desc |
| Amt | $304 | Amt |