STRATEGY STUDIO / PUBLIC DATA EXPLORER

M B AHMED FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
M B AHMED FAMILY FOUNDATION (EIN 75-2840134)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-17
IRS object ID
202240769349100804
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-17T13:17:15-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN473873453PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANWER AZAM CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12336 SAN ANDRES DRAddressLine1Txt
CityFriscoCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75033ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752840134EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1M B AHMED FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMBAHBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17901 WINDROSE STE 1601AddressLine1Txt
CityPlanoCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMohammad B AhmedPersonNm
Person TitlePresidentPersonTitleTxt
Phone9729345858PhoneNum
Signature2022-03-07SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMohammadPersonFirstNm
Person LastAhmedPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANWER AZAMPreparerPersonNm
PTINP00539781PTIN
Phone4694413564PhoneNum
Preparation2022-03-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,319,376FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,844DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,844DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$161,068NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$634,221GrossSalesPriceAmt
Total Rev And Expnss$178,912TotalRevAndExpnssAmt
Total Net Invst Incm$17,844TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,275AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$638AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$637AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$831OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$416OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$415OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$91TaxesRevAndExpnssAmt
Taxes Net Invst Incm$91TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,197TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,145TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,052TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,662ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,662ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,859TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,145TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,714TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$106,053ExcessRevenueOverExpensesAmt
Net Investment Income$16,699NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$292,535CashBOYAmt
Cash EOY$63,485CashEOYAmt
Cash EOYFMV$63,485CashEOYFMVAmt
Corporate Stock BOY$1,016,705CorporateStockBOYAmt
Corporate Stock EOY$1,382,294CorporateStockEOYAmt
Corporate Stock EOYFMV$2,255,891CorporateStockEOYFMVAmt
Other Investments BOY$16,607OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Total Assets BOY$1,325,847TotalAssetsBOYAmt
Total Assets EOY$1,445,779TotalAssetsEOYAmt
Total Assets EOYFMV$2,319,376TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,325,847RetainedEarningBOYAmt
Retained Earning EOY$1,445,779RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,325,847TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,445,779TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,325,847TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,445,779TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,325,847TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$106,053ExcessRevenueOverExpensesAmt
Subtotal$1,431,900SubtotalAmt
Other Decreases$281OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,431,619TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$232InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$232SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$232TaxBasedOnInvestmentIncomeAmt
Tax Due$232TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksM B AHMEDIndividualWithBooksNm
Phone8179076080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17901 WINDROSE APT 1601AddressLine1Txt
CityPlanoCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (true)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnYes (true)TransferAstDisqualifiedPrsnInd
Payment To Government OfficialYes (true)PaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonM B AHMEDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17901 WINDROSE APT 1601AddressLine1Txt
CityPlanoCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,176,793AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$319,039AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,495,832TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,495,832AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,437CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,458,395NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,920MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,920MinimumInvestmentReturnAmt
Tax Based On Investment Income$232TaxBasedOnInvestmentIncomeAmt
Total Tax$232TotalTaxAmt
Distributable Before Adj$122,688DistributableBeforeAdjAmt
Distributable Before Ded$122,688DistributableBeforeDedAmt
Distributable As Adjusted$122,688DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,714ExpensesAndContributionsAmt
Qualifying Distributions$71,714QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$122,688DistributableAsAdjustedAmt
Undistributed Income PY$90,689UndistributedIncomePYAmt
Total For Prior Years$67,299TotalForPriorYearsAmt
Qualifying Distributions$71,714QualifyingDistributionsAmt
Applied To Year1$71,714AppliedToYear1Amt
Prior Year Undistributed Incm$67,299PriorYearUndistributedIncmAmt
Taxable1$67,299Taxable1Amt
Taxable2$18,975Taxable2Amt
Undistributed Income CY$122,688UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
ACLU
PO BOX 96266WashingtonDC20077General$100
American Diabetes Association
2451 Crystal Drive Ste 900ArlingtonVA22202General$50
American Humanist Association
1821 Jefferson PlaceWashingtonDC20036General$50
American Heart Association
PO Box 143089AustinTX78714General$50
ASIA TIMES
6506 ASHWOOD DRIVEArlingtonTX76016General$500
Amnesty International
322 8th AvenueNew YorkNY10001General$100
BaitulMall
2300 Valley View Ln Ste 370IrvingTX75062General$100
America Together
110 Maryland AveWashingtonDC20002General$500
Carter Center
One Copenhill 453 Freedom PkwyAtlantaGA30307General$1,000
CAIR
453 New Jersy Ave SEWashingtonDC20003General$1,100
DFW Islamic Education
5511 Mansfield RdArlingtonTX76017General$1,000
Doctors Without Borders
PO BOX 94Toms RiverNJ08754General$100
Go Fundme
855 Jefferson AveRedwood CityCA94063General$100
Huma Faith
5601 Bridge Street Ste 300Fort WorthTX76112General$500
Human Assistance - Islamicity
PO Box 4598Culver CityCA90231General$1,527
Indian Muslim Relief IMRC
1000 San Antonio RdPalo AltoCA94303General$600
Institute of Medieval and Post medi
7901 Windrose AvePlanoTX75025General$3,000
Islamic Medical Association North A
101 West 22nd Street Suite 106LombardIL60148General$1,000
Islamic Circle of North America
166-26 89th AveQueensNY11432General$100
Islamic Society of North America
6555 S County Rd Ste 750PlainfieldIN46168General$60
KERA
3000 Harry Hines Boulevard DallasDallasTX75201General$60
Launchgood Computer Programming
4444 2nd AveDetroitMI48201General$795
Mayo Clinic
PO Box 450Albert LeaMN56007General$100
MD Anderson Cancer Center
PO Box 4464HoustonTX77210General$100
Meraj Mohammad charity
General$300Naibasti Kaim Ganj DisFarrukhabadUPIN
Muslim Community Center for Human S
7600 GlenviewFort WorthTX76118General$16,500
Muslim Legal Fund
833 E Aparaho Rd Suite 209RichardsonTX75081General$500
NAACP
4805 MT Hope DrBaltimoreMD21215General$50
OXFAM
PO Box 7011Albert LeaMN56007General$100
Razia Mabood
General$200Flat G430 Lal Shahbaz DastagirKarachiSINDHPK
Rizwana Bahar Alam Khan
General$1,200Naibasti Kaim Ganj DistFarrukhabadUPIN
Ruby Sultana
General$1,000Block 92 423 Aman chock BapunagerAhmedabadGujratIN
Sanjeeda Begum individual charity
General$500Lalbagh PO Kaimgunj DistFarrukhabadUPIN
SIUT North America
7415 S Bridge DrHoustonTX77095General$1,000
Southern Poverty Law SPLC
400 Washington AveMontgomeryAL36104General$100
The Citizen Foundation
9494 Southwest Freeway Suite 620HoustonTX77074General$1,028
The Muslim observer
29004 w 8th Mile StreetFarmingtonMI48336General$250
Tarrant Food Bank
PO Box 11527Fort WorthTX76110General$100
Wikipedia Foundation Inc
149 New Montgomery StreetSan FranciscoCA94105General$250
Zakia Sultana
General$1,000Block H 5-A 16 Federal Capital AreKarachiSindhPK
American Muslim Women Physician
2136 Creekside Cir SIrvingTX75063General$200
Gyas Uddin Jawed
General$1,000Block 13-D2- Gulshan IqbalKarachiSindhPK
Ghamidi Center
3620 N Josey LnCarrolltonTX75007General$1,000
Qaseem Khan
General$515Naibasir KaimgunjFarrukhabadUPIN
Multi Cultural Alliance
500 West Seventh Street 1707 UntFort WorthTX76102General$800
AARP Foundation
PO BOX 740819AtlantaGA30374General$15
Horton Media Design
18511 FAWN RUN LNHoustonTX77084General$764
One nation relief and charity
PO Box 166911IrvingTX75016General$500
Islamic Association of Collin Count
6401 INDEPENDENCE PARKWAYPlanoTX75023General$40
Masjid Al-Salam
276 Central AvenueAlbanyNY12206General$500
Texas Muslim Womens Foundation
Campbell Centre II 8150 N CentralDallasTX75206General$180
APPNA
6414 South Cass AvenueWestmontIL60559General$229
Go to Publish
6065 Roswell Rd NEAtlantaGA30328General$908
Islamic Association of Colony
5201 S Colony Blvd Suite 535The ColonyTX75056General$2,000
Imran Khan Cancer Institute
Forest Park DrFarmingtonCT06032General$1,000
Indian American Muslim
6321 W Dempster St Suite 295Morton GroveIL60053General$1,100
Ghamidi center EIN 46-5099190
3620 N Josey LnCarrolltonTX75007General$1,000
Giving Well EIN 20-8625442
714 Franklin Street Ste 100335OaklandCA94612General$100
Heritage Foundation
214 Massachusetts Ave NEWashingtonDC20002General$25
Pakistan Children Heart Foundation
8600 Dolfor CvBurr RidgeIL60527General$250
Pure Hands
7340 S State Hwy 78SachseTX75048General$40
Rahbar Foundation
2436 Kent DrIrvingTX75062General$26
LaunchGood Yemen
4444 Second AveDetroitMI48201General$150
University of Texas at Dallas
800 W Campbell RdRichardsonTX75080General$20,000
Fouzia Begum
General$800Hassan Khal village PitauraFarrukhabadUPIN
Shabnam Begum
General$700Mohalla Nai Basti KaimganjFarrukhabadUPIN
Penny Appeal USA
2461 Eisenhower Ave 2nd floorAlexandriaVA22314General$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,662TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,619ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$161,036RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,619ExclusionAmt
Related Or Exempt Function Incm$161,036RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$163,655TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting BookkeepingCategoryTxt
Amt$1,275Amt
Net Investment Income$638NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$637DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmtAccumulated DepreciationAccumulatedDepreciationAmt
CHARLES SCHWAB2020-11PURCHASED2021-02$288,523$287,367$0$1,156$0
CROWN CASTLE REIT2020-11PURCHASE2021-06$16,639$16,607$0$32$0
CHARLES SCHWAB2020-02PURCHASED2021-02$278,841$127,885$0$150,956$0
MERRILL2021-01PURCHASED2021-07$12,514$12,342$0$172$0
MERRILL2018-03PURCHASED2021-03$37,704$28,952$0$8,752$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB$630,463$794,347
MERRILL LYNCH$89,557$124,448
SCHWAB EXCHANGE TRADED FUNDS$662,274$1,337,096

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCROWN CASTLE REITCategoryOrItemTxt
Book Value$0BookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTaxed PaidDesc
Amt$281Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Contract Labor$750$375$0$375
UPS$81$41$0$40

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Taxes PaidCategoryTxt
Amt$91Amt
Net Investment Income$91NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt