SAMIA A HALABY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAMIA A HALABY FOUNDATION (EIN 83-2863503)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202033169349102473
- Schema version
- 2019v5.0
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T17:20:30-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561273195 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nancy B Bunting CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 31584 | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27622 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 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 | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott J Ajac CPA | PreparerPersonNm |
| PTIN | P00200043 | PTIN |
| Phone | 9197817096 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $265,934 | 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 | $140,072 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,112 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,054 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $143,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,177 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,085 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,085 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $18 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $381 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $381 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,825 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,825 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,309 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,340 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $132,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,146 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $129,976 | CashBOYAmt |
| Cash EOY | $24,738 | CashEOYAmt |
| Cash EOYFMV | $24,738 | CashEOYFMVAmt |
| Corporate Stock EOY | $91,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,815 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $146,860 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $145,381 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $129,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $262,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $265,934 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $129,976 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $129,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $262,885 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $129,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $262,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $129,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $132,909 | ExcessRevenueOverExpensesAmt |
| Subtotal | $262,885 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $262,885 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 85 AMEREN CORP | P | 2019-03-07 | 2019-12-02 | $6,303 | $6,086 | $217 | $217 |
| 60 ATMOS ENERGY CORP | P | 2019-03-07 | 2019-07-16 | $6,408 | $5,992 | $416 | $416 |
| 110 EVERGY INC | P | 2019-03-07 | 2019-05-15 | $6,355 | $6,045 | $310 | $310 |
| 143 O G E ENERGY | P | 2019-03-07 | 2019-06-18 | $6,109 | $6,027 | $82 | $82 |
| 73 SOUTHWEST GAS CORP | P | 2019-03-07 | 2019-12-02 | $5,489 | $6,010 | -$521 | -$521 |
| 110 U G I CORP | P | 2019-03-07 | 2019-08-15 | $5,114 | $6,016 | -$902 | -$902 |
| 78 W E C ENERGY GROUP INC | P | 2019-03-07 | 2019-09-26 | $7,461 | $6,009 | $1,452 | $1,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,054 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,054 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,669 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00225 | DistributionYr1Rt |
| Total Distribution | 0.002250 | TotalDistributionRt |
| Average Distribution | 0.002250 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $133,737 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $332 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,309 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $31 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31 | SubtotalAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $31 | 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 (7 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 | President | 5.00 | $0 |
| MADISON A GORDON | ||||||
| 213 TAAFFE PLACE 114 | BROOKLYN | NY | 11205 | SECRETARY/TREAS | 5.00 | $0 |
| LESLIE SULTANIE HALABY-MOORE | ||||||
| 325 WEST FIRST ST | BOILING SPRINGS | PA | 17007 | Director | 1.00 | $0 |
| LAMIS DEEK | ||||||
| 277 BROADWAY 15TH FL | NEW YORK | NY | 10007 | Director | 1.00 | $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 |
| 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 | $76,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $135,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $135,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $133,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31 | TotalTaxAmt |
| Distributable Before Adj | $6,656 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,656 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,309 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,309 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $31 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,278 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $509 | UndistributedIncomePYAmt |
| Qualifying Distributions | $10,309 | QualifyingDistributionsAmt |
| Applied To Year1 | $509 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,144 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,144 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,144 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,144 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRIGHT STARS OF BETHLEHEM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 771055 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | COMMUNITY PROJECTS | GrantOrContributionPurposeTxt |
| Amt | $7,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,000 | 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 | $11 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,112 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,054 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,177 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,177 | 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 | $140,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,085 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,085 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANT ENERGY CORP | $6,882 | $8,099 |
| AMER ELECTRIC PWR CO | $6,135 | $7,088 |
| CMS ENERGY CORP | $6,045 | $6,975 |
| CENTERPOINT ENERGY | $6,026 | $5,454 |
| DTE ENERGY CO | $6,014 | $6,364 |
| DUKE ENERGY CORP | $7,896 | $7,479 |
| ENBRIDGE INC | $4,143 | $4,494 |
| EVERGY INC | $5,181 | $5,272 |
| EXELON CORP | $6,091 | $5,699 |
| FORTIS INC | $6,127 | $6,517 |
| MDU RESOURCES GRP | $6,012 | $6,744 |
| NEXTERA ENERGY INC | $6,025 | $7,749 |
| NTNL FUEL GAS CO | $6,034 | $4,654 |
| SOUTHERN CO | $6,173 | $6,370 |
| XCEL ENERGY INC MINN | $6,503 | $6,857 |
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 | $140,416 | $140,416 |
| PLAINS ALLAMERICAN P LP | FMV | $6,444 | $4,965 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $7 | $7 |
| BOARD MEETING MATERIALS | $89 | $89 |
| FORMATION FEES | $1,729 | $1,729 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD ON INV | CategoryTxt |
| Amt | $31 | Amt |
| Net Investment Income | $31 | NetInvestmentIncomeAmt |