SAMIA A HALABY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAMIA A HALABY FOUNDATION (EIN 83-2863503)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-05
- IRS object ID
- 202502179349100820
- Schema version
- 2024v5.2
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-05T13:30:54-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464192693 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ethos CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30638 Center Ridge Rd | AddressLine1Txt |
| City | Westlake | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 Street | 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 | President | PersonTitleTxt |
| Phone | 2129663517 | PhoneNum |
| Signature | 2025-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter C Bitounis | PreparerPersonNm |
| PTIN | P01765769 | PTIN |
| Phone | 4408098832 | PhoneNum |
| Preparation | 2025-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $977,525 | 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 | $71,976 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $279 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $279 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,571 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,571 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $126,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $91,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,850 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $409 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $102 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $226 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,216 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,216 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,442 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,442 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,732 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $93,244 | CashBOYAmt |
| Cash EOY | $23,734 | CashEOYAmt |
| Cash EOYFMV | $23,734 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $404,412 | CorporateStockBOYAmt |
| Corporate Stock EOY | $373,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $563,402 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $243,875 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $390,389 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $390,389 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $741,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $787,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $977,525 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $741,531 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $787,207 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $741,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $787,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $741,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $787,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $741,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,676 | ExcessRevenueOverExpensesAmt |
| Subtotal | $787,207 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $787,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See L-6a Statement | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2024-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $126,483 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $127,008 | CostOrOtherBasisAmt |
| Gain Or Loss | -$525 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$525 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$525 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$525 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $274 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $274 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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://GUIDESTAR.ORG/PROFILE/83-2863503 | WebsiteAddressTxt |
| Individual With Books | Samia A Halaby | IndividualWithBooksNm |
| Phone | 2129663517 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 Franklin Street - Apt 2 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | 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 |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Leslie Sultanie Halaby-Moore | ||||||||
| 421 8th Avenue - 182 | New York | NY | 10016 | President | 5.00 | $0 | $0 | $0 |
| John C Gordon | ||||||||
| 421 8th Avenue - 182 | New York | NY | 10016 | Treasurer | 5.00 | $0 | $0 | $0 |
| Madison A Gordon | ||||||||
| 421 8th Avenue - 182 | New York | NY | 10016 | Secretary | 5.00 | $0 | $0 | $0 |
| Samia A Halaby | ||||||||
| 421 8th Avenue - 182 | New York | NY | 10016 | Director | 5.00 | $0 | $0 | $0 |
| Jean E Gordon | ||||||||
| 421 8th Avenue - 182 | New York | NY | 10016 | Director | 5.00 | $0 | $0 | $0 |
| Nahida H Gordon | ||||||||
| 421 8th Avenue - 182 | New York | NY | 10016 | Director | 5.00 | $0 | $0 | $0 |
| Inea Engler | ||||||||
| 421 8th Avenue - 182 | New York | NY | 10016 | Director | 5.00 | $0 | $0 | $0 |
| Stephanie Ann Zimmer | ||||||||
| 421 8th Avenue - 182 | New York | NY | 10016 | Director | 5.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $518,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $365,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $883,940 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $883,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $870,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $274 | TotalTaxAmt |
| Distributable Before Adj | $43,260 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,260 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,260 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,442 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,442 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,260 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $3,144 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,835 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,617 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,212 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,985 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,793 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,442 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,182 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Total Corpus | $24,975 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,144 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,831 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,835 | ExcessFromYear4Amt |
| Excess From Year3 | $3,617 | ExcessFromYear3Amt |
| Excess From Year2 | $7,212 | ExcessFromYear2Amt |
| Excess From Year1 | $4,985 | ExcessFromYear1Amt |
| Excess From Current Year | $2,182 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Samia A Halaby | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Palestinian Appeal | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 New Hampshire Avenue - Suite 1 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Community Projects | GrantOrContributionPurposeTxt |
| Amt | $40,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,571 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$525 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,325 | 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 - Apt 2 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $70,976 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 shares Quanta Services Inc. | $32,700 | 2024-12-23 |
| 1 | 100 shares American Express Co. | $29,924 | 2024-12-30 |
| 1 | 5 shares Booking Holdings Inc. | $25,097 | 2024-12-30 |
| 1 | 30 shares Autodesk Inc. | $8,878 | 2024-12-31 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)
| AssetAssetDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| 60 shares American States Water Co. | 2024-10 | $5,218 | $5,798 | -$580 |
| 150 shares Bristol Myers Squibb Co. | 2024-10 | $7,979 | $9,922 | -$1,943 |
| 230 shares Charles Schwab Corp. | 2024-10 | $16,446 | $14,116 | $2,330 |
| 300 shares Clearway Energy Inc. | 2024-10 | $7,794 | $8,515 | -$721 |
| 20 shares Danaher Corp. | 2024-10 | $5,477 | $5,404 | $73 |
| 80 shares Dominion Energy Inc. | 2024-10 | $4,827 | $5,947 | -$1,120 |
| 145 shares General Mills Inc. | 2024-10 | $10,241 | $9,890 | $351 |
| 300 shares Pfizer Inc. | 2024-10 | $8,806 | $10,898 | -$2,092 |
| 65 shares Procter & Gamble Co. | 2024-10 | $11,097 | $10,487 | $610 |
| 50 shares Qualcomm Inc. | 2024-10 | $8,513 | $8,248 | $265 |
| 35 shares Thermo Fisher Scientific | 2024-10 | $21,050 | $20,000 | $1,050 |
| 6 shares Veralto Corp. | 2024-10 | $678 | $642 | $36 |
| 100 shares Verizon Communications Inc. | 2024-10 | $4,391 | $5,474 | -$1,083 |
| 100 shares Westlake Corp. | 2024-10 | $13,966 | $11,667 | $2,299 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Alphabet Inc. - Class A | $9,121 | $15,144 |
| Alphabet Inc. - Class C | $28,288 | $38,088 |
| Amazon.com Inc. | $30,047 | $65,817 |
| American Electric Power | $8,309 | $9,223 |
| American Express | $30,368 | $29,679 |
| Apple Inc. | $19,872 | $50,084 |
| Autodesk Inc. | $8,950 | $8,867 |
| Booking Holdngs Inc. | $24,992 | $24,842 |
| Comcast Corp. | $5,845 | $5,630 |
| Duke Energy Corp. - New | $7,896 | $8,835 |
| Eli Lilly And Co. | $7,041 | $38,600 |
| Emcor Group Inc. | $24,702 | $22,695 |
| Everus Construction Group Inc. | $0 | $6,575 |
| Knife Riv Corp. | $3,567 | $10,164 |
| Lam Research Corp. | $9,784 | $10,835 |
| Mastercard Inc. | $7,132 | $10,531 |
| MDU Resources Group | $8,109 | $7,208 |
| Microsoft Corp. | $84,602 | $109,590 |
| Netflix Inc. | $3,482 | $5,348 |
| OGE Energy Corp. | $10,589 | $12,375 |
| Otter Tail Corp. | $7,257 | $11,076 |
| Pepsico Inc. | $9,023 | $9,884 |
| Quanta Services Inc. | $6,667 | $31,605 |
| Sanofi | $10,194 | $9,646 |
| Visa Inc. | $7,247 | $11,061 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Charles Schwab Cash Account | CategoryOrItemTxt |
| Book Value | $390,389 | BookValueAmt |
| EOYFMV | $390,389 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Web Services | $526 | $526 | |
| Administrative / Office Expenses | $4,656 | $4,656 | |
| Stock fees | $16 | $16 | $16 |
| Postage and Miscellanous | $18 | $18 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Federal Income Tax | $183 | $0 | |
| Delaware Filing Fee | $25 | $25 | |
| NYS Filing Fee | $99 | $99 | |
| Foreign Tax | $102 | $102 | $102 |