SAMIA A HALABY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAMIA A HALABY FOUNDATION (EIN 83-2863503)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-25
- IRS object ID
- 202122989349100327
- Schema version
- 2020v4.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-25T12:09:17-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | SAMIA A HALABY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAMIA A | PersonFirstNm |
| Person Last | HALABY | 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 | 2020 | 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 | $370,593 | 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 | $80,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,047 | GrossSalesPriceAmt |
| Total Rev And Expnss | $83,439 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,475 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $217 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $217 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $151 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $151 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,018 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,018 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,018 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,258 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,738 | CashBOYAmt |
| Cash EOY | $95,437 | CashEOYAmt |
| Cash EOYFMV | $95,438 | CashEOYFMVAmt |
| Corporate Stock BOY | $91,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $215,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $257,211 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $146,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,944 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $262,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $329,306 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $370,593 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $262,885 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $262,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $329,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $262,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $329,306 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $262,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,421 | ExcessRevenueOverExpensesAmt |
| Subtotal | $329,306 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $329,306 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 40 shs Alibaba Group | P | 2020-02-07 | 2020-12-31 | $9,276 | $8,699 | $577 | $577 |
| 148 shs Alliant Energy Corp | P | 2019-04-24 | 2020-08-25 | $8,049 | $6,882 | $1,167 | $1,167 |
| 111 shs CMS Energy Corp | P | 2019-03-07 | 2020-08-25 | $6,703 | $6,045 | $658 | $658 |
| 81 shs Evergy Metro | P | 2019-08-15 | 2020-08-25 | $4,129 | $5,181 | -$1,052 | -$1,052 |
| 125 shs Exelon Corp | P | 2019-03-07 | 2020-07-14 | $4,731 | $6,091 | -$1,360 | -$1,360 |
| 40 shs Mastercard | P | 2020-01-27 | 2020-09-03 | $14,264 | $12,599 | $1,665 | $1,665 |
| 200 shs New Jersey Resource | P | 2020-07-14 | 2020-09-03 | $5,383 | $6,272 | -$889 | -$889 |
| 270 shs Plains All American | P | 2019-07-16 | 2020-02-18 | $4,417 | $6,639 | -$2,222 | -$2,222 |
| 100 shs Southern Co | P | 2019-12-02 | 2020-12-31 | $6,070 | $6,172 | -$102 | -$102 |
| 108 shs Xcel Energy Inc | P | 2019-06-19 | 2020-07-14 | $7,018 | $6,503 | $515 | $515 |
| Plains All American Pipeline | P | 2019-07-16 | 2020-02-18 | $7 | $7 | $7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,036 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$862 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59 | SubtotalAmt |
| Tax Based On Investment Income | $59 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $59 | TaxDueAmt |
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 (8 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 | ||||||
| 213 TAAFFE PLACE 114 | BROOKLYN | NY | 11205 | Secretary | 5.00 | $0 |
| LESLIE SULTANIE HALABY-MOORE | ||||||
| 29 GARDEN DR | CARLISLE | PA | 17013 | President | 1.00 | $0 |
| JEAN E GORDON | ||||||
| 411 NW FLANDERS ST 803 | PORTLAND | OR | 97209 | Director | 0.00 | $0 |
| KEVIN NATHANIEL HYLTON | ||||||
| 2107 REGENT PLACE | BROOKLYN | NY | 11226 | Director | 1.00 | $0 |
| JOHN C GORDON | ||||||
| 34 1 GIRARD PLACE | MAPLEWOOD | NJ | 07040 | Director | 1.00 | $0 |
| NAHIDA H GORDON | ||||||
| 1467 HUNT CLUB DRIVE | WOOSTER | OH | 44691 | Director | 1.00 | $0 |
| INEA ENGLER | ||||||
| 444 CENTRAL PARK WEST APT 103 | NEW YORK | NY | 10025 | Director | 1.00 | $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 | $225,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $268,875 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $268,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $264,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59 | TotalTaxAmt |
| Distributable Before Adj | $13,183 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,183 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,183 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,018 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,018 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $17,018 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,183 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $3,144 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,144 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,018 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,183 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,835 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,979 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,979 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,144 | ExcessFromYear1Amt |
| Excess From Current Year | $3,835 | 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 | $8,000 |
| FRIENDS OF AL ROWWAD USA INC | |||||||
| 233 NEEDHAM STREET SUITE 300 | NEWTON | MA | 02464 | N/A | PC | COMMUNITY PROJECTS | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | 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 | $8 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,467 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,036 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,439 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,439 | 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 | $80,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANT ENERGY CORP | ||
| AMER ELECTRIC PWR CO | $8,309 | $8,327 |
| CMS ENERGY CORP | ||
| CENTERPOINT ENERGY | $6,026 | $4,328 |
| DTE ENERGY CO | $6,014 | $5,949 |
| DUKE ENERGY CORP | $7,896 | $7,508 |
| ENBRIDGE INC | $7,636 | $6,398 |
| EVERGY INC | ||
| EXELON CORP | ||
| FORTIS INC | $8,714 | $8,994 |
| MDU RESOURCES GRP | $6,012 | $5,979 |
| NEXTERA ENERGY INC | $13,824 | $18,516 |
| NTNL FUEL GAS CO | $6,034 | $4,113 |
| SOUTHERN CO | $6,173 | $6,143 |
| XCEL ENERGY INC MINN | ||
| ALIBABA GROUP HOLDINGS | $8,699 | $9,309 |
| AMAZON | $30,046 | $48,854 |
| APPLE | $10,835 | $18,577 |
| ATMOS ENERGY CORP | $7,170 | $5,726 |
| BRISTOL MYERS SQUIBB | $9,922 | $9,304 |
| CHARLES SCHWAB CORP | $6,115 | $6,895 |
| CLEARWAY ENERGY | $5,600 | $5,910 |
| COMCAST | $5,845 | $7,860 |
| DOMINION ENERGY | $5,947 | $6,016 |
| ELI LILLY & CO | $7,041 | $8,442 |
| MICROSOFT | $9,788 | $13,345 |
| PEPSICO INC | $9,023 | $9,640 |
| QORVO INC | $9,015 | $13,302 |
| TENCENT HOLDINGS | $7,675 | $10,784 |
| UGI CORP | $6,566 | $6,992 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB CASH ACCOUNT | FMV | $17,944 | $17,944 |
| PLAINS ALLAMERICAN P LP | FMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BOARD MEETING MATERIALS | $20 | $20 |
| FILING FEES | $480 | $480 |
| ZOOM COMMUNICATIONS | $150 | $150 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2019 TAX | $31 | $31 | $31 |
| FOREIGN TAX WITHHELD ON INV | $186 | $186 | $186 |