SAMIA A HALABY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAMIA A HALABY FOUNDATION (EIN 83-2863503)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-26
- IRS object ID
- 202232389349100318
- Schema version
- 2021v4.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-26T15:40:48-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832854024 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott J Ajac CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5171 Glenwood Ave Ste 403 | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | 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 | 832863503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMIA A HALABY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMI | BusinessNameControlTxt |
| Phone | 2129663517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 FRANKLIN ST 2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE SULTANIE HALABY-MOORE | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2022-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LESLIE SULTANIE | PersonFirstNm |
| Person Last | HALABY-MOORE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott J Ajac CPA | PreparerPersonNm |
| PTIN | P00200043 | PTIN |
| Phone | 9197817096 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $508,170 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,776 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,598 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $110,379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,379 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,828 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,828 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $396 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $396 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $284 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $284 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $284 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $338 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $338 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $321 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $321 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $87,496 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,058 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,437 | CashBOYAmt |
| Cash EOY | $15,149 | CashEOYAmt |
| Cash EOYFMV | $15,149 | CashEOYFMVAmt |
| Corporate Stock BOY | $215,925 | CorporateStockBOYAmt |
| Corporate Stock EOY | $270,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $361,569 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,944 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $131,452 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $131,452 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $329,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $416,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $508,170 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $329,306 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $416,802 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $329,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $416,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $329,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $416,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $329,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $87,496 | ExcessRevenueOverExpensesAmt |
| Subtotal | $416,802 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $416,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHS ALLETE INC | P | 2021-01-13 | 2021-10-07 | $5,968 | $6,703 | -$735 | -$735 |
| 112 SHS NEXTERA ENERGY INC | P | 2020-09-30 | 2021-08-05 | $8,946 | $7,799 | $1,147 | $1,147 |
| 60 SHS WILLIAMS SONOMA | P | 2021-01-21 | 2021-09-10 | $10,847 | $7,843 | $3,004 | $3,004 |
| 200 SHS CENTERPOINT | P | 2019-03-07 | 2021-10-07 | $5,133 | $6,025 | -$892 | -$892 |
| .5 SHS DT MIDSTREAM INC | P | 2019-03-07 | 2021-07-01 | $22 | $19 | $3 | $3 |
| 49 SHS DTE ENERGY CO | P | 2019-03-07 | 2021-12-10 | $5,697 | $5,087 | $610 | $610 |
| 128 SHS NEXTERA ENERGY INC | P | 2019-03-07 | 2021-05-27 | $9,407 | $6,025 | $3,382 | $3,382 |
| 100 SHS NTNL FUEL GAS GO | P | 2019-03-07 | 2021-01-26 | $4,113 | $6,034 | -$1,921 | -$1,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,598 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,416 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $140 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $140 | SubtotalAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $140 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://www.guidestar.org/profile/83-2863503 | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMIA A HALABY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129663517 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 FRANKLIN ST APT 2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100133000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SAMIA A HALABY | ||||||
| 103 FRANKLIN ST APT 2 | NEW YORK | NY | 10013 | Treasurer | 5.00 | $0 |
| MADISON A GORDON | ||||||
| 103 Franklin St Apt 2 | New York | NY | 10013 | Secretary | 5.00 | $0 |
| LESLIE SULTANIE HALABY-MOORE | ||||||
| 29 GARDEN DR | CARLISLE | PA | 17013 | Chairman | 5.00 | $0 |
| JEAN E GORDON | ||||||
| 411 NW FLANDERS ST 803 | PORTLAND | OR | 97209 | Director | 5.00 | $0 |
| KEVIN NATHANIEL HYLTON | ||||||
| 2107 REGENT PLACE | BROOKLYN | NY | 11226 | Director | 5.00 | $0 |
| JOHN C GORDON | ||||||
| 34 GIRARD PLACE | MAPLEWOOD | NJ | 07040 | Director | 5.00 | $0 |
| NAHIDA H GORDON | ||||||
| 1467 HUNT CLUB DRIVE | WOOSTER | OH | 44691 | Director | 5.00 | $0 |
| INEA ENGLER | ||||||
| 444 CENTRAL PARK WEST APT 103 | NEW YORK | NY | 10025 | Director | 5.00 | $0 |
| STEPHANIE ANN ZIMMER | ||||||
| 5 DALIDARY CT | DURHAM | NC | 27703 | Director | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $328,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $394,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $394,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $388,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $140 | TotalTaxAmt |
| Distributable Before Adj | $19,266 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,266 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,266 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,883 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,883 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,266 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $3,144 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,835 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,979 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,883 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,266 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,617 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,596 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,596 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,144 | ExcessFromYear2Amt |
| Excess From Year1 | $3,835 | ExcessFromYear1Amt |
| Excess From Current Year | $3,617 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAMIA A HALABY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIGHT STARS OF BETHLEHEM | |||||||
| PO BOX 771055 | CHICAGO | IL | 60677 | N/A | PC | COMMUNITY PROJECTS | $12,000 |
| MIDDLE EAST CHILDREN'S ALLIANCE MEC | |||||||
| 1101 8TH STREET STE 100 | BERKELEY | CA | 94710 | N/A | PC | HUMANITARIAN | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,776 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,598 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,379 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,379 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | SAMIA A HALABY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 FRANKLIN STREET 2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,828 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,828 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER ELECTRIC PWR CO | $8,309 | $8,897 |
| CENTERPOINT ENERGY | ||
| DTE ENERGY CO | ||
| DUKE ENERGY CORP | $7,896 | $8,602 |
| ENBRIDGE INC | $7,636 | $7,816 |
| FORTIS INC | $8,714 | $10,619 |
| MDU RESOURCES GRP | $11,676 | $12,336 |
| NEXTERA ENERGY INC | ||
| NTNL FUEL GAS CO | ||
| SOUTHERN CO | ||
| ALIBABA GROUP HOLDINGS | ||
| AMAZON | $30,047 | $50,015 |
| APPLE | $10,835 | $24,860 |
| ATMOS ENERGY CORP | $7,170 | $6,286 |
| BRISTOL MYERS SQUIBB | $9,922 | $9,353 |
| CHARLES SCHWAB CORP | $6,115 | $10,933 |
| CLEARWAY ENERGY | $8,515 | $10,044 |
| COMCAST | $5,845 | $7,550 |
| DOMINION ENERGY | $5,947 | $6,285 |
| ELI LILLY & CO | $7,041 | $13,811 |
| MICROSOFT | $9,788 | $20,179 |
| PEPSICO INC | $9,023 | $11,291 |
| QORVO INC | $9,015 | $12,511 |
| TENCENT HOLDINGS | $7,675 | $8,745 |
| UGI CORP | $10,979 | $13,773 |
| DT MIDSTREAM | $907 | $1,151 |
| NETFLIX INC | $3,482 | $3,615 |
| OGE ENERGY | $10,588 | $11,514 |
| OTTER TAIL CORP | $7,257 | $10,713 |
| PFIZER | $10,898 | $17,715 |
| QUALCOMM INC | $8,248 | $9,144 |
| ROBLOX CORP | $15,302 | $20,632 |
| TAIWAN SEMICONDUCTR | $6,182 | $6,015 |
| THERMO FISHER SCNTFC | $7,620 | $10,009 |
| UNILEVER PLC | $5,978 | $5,379 |
| VERIZON | $5,474 | $5,196 |
| DANAHER CORP | $6,117 | $6,580 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB CASH ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $131,452 | BookValueAmt |
| EOYFMV | $131,452 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHWAB INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL CONSULTING SVCS | CategoryTxt |
| Amt | $396 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $396 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMIA A HALABY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 FRANKLIN ST APT 2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2020 TAX | $59 | $59 | $59 |
| DELAWARE ECORP FEE | $125 | $125 | $125 |
| NYS FILE FEE | $100 | $100 | $100 |