ALEHSAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALEHSAN FOUNDATION INC (EIN 35-2089667)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349101046
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T09:43:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351438231 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCMAHON & ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 CALUMET AVE | AddressLine1Txt |
| City | MUNSTER | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 463213976 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352089667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEHSAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEH | BusinessNameControlTxt |
| Phone | 2197562900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 AMHURST PLACE | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46385 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M HYTHAM RIFAI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2197562900 | PhoneNum |
| Signature | 2024-11-14 | 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 | MARISA M SMOLJAN CPA | PreparerPersonNm |
| PTIN | P01246233 | PTIN |
| Phone | 2199243450 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,948,684 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $85,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,575 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $604,002 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,511 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,536 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,536 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $218,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,629 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,893 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,893 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,173 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,249 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $100,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,314 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $22,675 | CashEOYAmt |
| Cash EOYFMV | $22,676 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,746 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,157 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,120,655 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,120,655 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,120,655 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,120,655 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,679,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,763,852 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,747,196 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,503 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,503 | OtherAssetsEOYAmt |
| Total Assets BOY | $3,867,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,968,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,948,684 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,867,953 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,968,842 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,867,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,968,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,867,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,968,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,867,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $100,889 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,968,842 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,968,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| LORD ABBETT ULTRA SHORT BOND CLASS F | P | 2023-02-03 | $8,527 | $8,464 | $63 | $63 | |
| 740 SHARES - VONG | P | $51,201 | $32,299 | $18,902 | $18,902 | ||
| LORD ABBETT ULTRA SHORT BOND CLASS I | P | 2023-02-14 | $30,300 | $30,085 | $215 | $215 | |
| 303 SHARES - VONV | P | $19,988 | $15,189 | $4,799 | $4,799 | ||
| LORD ABBET ULTRA SHORT BOND CLASS I | P | 2023-10-13 | $346 | $344 | $2 | $2 | |
| VANGUARD RUSSELL 1000 GROWTH ETF | P | 2023-08-31 | $31,087 | $28,804 | $2,283 | $2,283 | |
| VANECK PREFERRED SECURITIES (PFXF) | P | 2023-02-03 | $16,886 | $18,032 | -$1,146 | -$1,146 | 2022-05-27 |
| VANGUARD RUSSELL 1000 GROWTH ETF | P | 2023-08-31 | $119,754 | $77,524 | $42,230 | $42,230 | |
| 420 SHARES - AMLP | P | $24,619 | $24,233 | $386 | $386 | ||
| 57 SHARES - IWN | P | $7,484 | $6,637 | $847 | $847 | ||
| 95 SHARES - IWO | P | $22,077 | $30,104 | -$8,027 | -$8,027 | ||
| 420 SHARES - IXUS | P | $24,966 | $31,108 | -$6,142 | -$6,142 | ||
| 70 SHARES - IEMG | P | $3,316 | $4,585 | -$1,269 | -$1,269 | ||
| LORD ABBETT ULTRA SHORT BOND CLASS I | P | 2023-10-13 | $4,827 | $4,778 | $49 | $49 | 2022-10-11 |
| LORD ABBET ULTRA SHORT BOND CLASS F | P | 2023-02-03 | $57,473 | $58,299 | -$826 | -$826 | |
| 318 SHARES - GWX | P | 2023-10-13 | $8,996 | $11,465 | -$2,469 | -$2,469 | |
| 427 SHARES - MDYG | P | $29,119 | $34,551 | -$5,432 | -$5,432 | ||
| 7,248 SHARES - PFXF | P | $133,032 | $144,748 | -$11,716 | -$11,716 | ||
| 67 SHARES - VPU | P | $10,004 | $9,242 | $762 | $762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,511 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,417 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,631 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,631 | SubtotalAmt |
| Tax Based On Investment Income | $1,631 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,503 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,503 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,872 | OverpaymentAmt |
| Applied To ES Tax | $1,872 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | M HYTHAM RIFAI | IndividualWithBooksNm |
| Phone | 2197562900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 AMHURST PLACE | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46385 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M HYTHAM RIFAI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 AMHURST PLACE | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46385 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,416,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,120,655 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,611,554 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,611,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,542,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,119 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,631 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,631 | TotalTaxAmt |
| Distributable Before Adj | $225,488 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $225,488 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $225,488 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,925 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $101,925 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,488 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $157,483 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $94,053 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $106,107 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,234 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,275 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $452,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,925 | QualifyingDistributionsAmt |
| Applied To Current Year | $101,925 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $123,563 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $123,563 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $328,589 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $33,920 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $294,669 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $94,053 | ExcessFromYear4Amt |
| Excess From Year3 | $106,107 | ExcessFromYear3Amt |
| Excess From Year2 | $63,234 | ExcessFromYear2Amt |
| Excess From Year1 | $31,275 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| REACHING ACROSS BORDERS | ||||||||||
| 100 CLIFTON PL 204 | JERSEY CITY | NJ | 07304 | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||||
| RAHMA WORLDWIDE FOR AID | ||||||||||
| 31119 GREENFIELD RD | BEVERLY HILLS | MI | 48025 | 501(C)(3) | GENERAL PURPOSES | $95,000 | ||||
| THE WORLD ISLAMIC S & E UNIVERSITY | ||||||||||
| 501(C)(3) | SCHOLARSHIP | $1,925 | PRINCE NAYEF BIN ASEM ST9 | TABARBAUR | AMMAN | JO | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,575 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,536 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,511 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,582 | ExclusionAmt |
| Related Or Exempt Function Incm | $55,047 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,629 | 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 | M HYTHAM RIFAI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 AMHURST PLACE | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46385 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $85,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & LEGAL FEES | CategoryTxt |
| Amt | $3,893 | Amt |
| Net Investment Income | $3,893 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS 4002 | $1,890,737 | $2,572,314 |
| TD AMERITRADE | $78,261 | $269,786 |
| UBS 9292 | $496,663 | $573,339 |
| UBS 3057 | $298,191 | $331,757 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAXES | Desc |
| BOY Book Value | $3,503 | BOYBookValueAmt |
| EOY Book Value | $3,503 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $9,663 | $9,663 |
| BANK CHARGES | $100 | $100 |
| K-1 ACTIVITY FROM SUMMIT | $486 | $486 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 ADJUSTMENT | Desc |
| Revenue And Expenses Per Books | $21,536 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21,536 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AVICENNA ACADEMY INC | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $20,000 | LoanOriginalAmt |
| Balance Due | $1,120,655 | BalanceDueAmt |
| Interest | 0.0000 | InterestRt |
| Loan Purpose | BUILDING ADDITION | LoanPurposeTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID ON DIVIDENDS | CategoryTxt |
| Amt | $1,173 | Amt |
| Net Investment Income | $1,173 | NetInvestmentIncomeAmt |
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