STRATEGY STUDIO / PUBLIC DATA EXPLORER

M B AHMED FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
M B AHMED FAMILY FOUNDATION (EIN 75-2840134)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201913169349100711
Schema version
2018v3.1
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)
Return2019-11-12T08:35:14-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752311783PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER BOOHER & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16300 RIDGLEA PLACE SUITE 611AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP761165732ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Phone8175724981PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 HOMEPLACE COURTAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonM B AHMEDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8175724981PhoneNum
Signature2019-11-07SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM E ALEXANDER CPAPreparerPersonNm
PTINP00448315PTIN
Phone8175698860PhoneNum
Preparation2019-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm08:35:14IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB74273DAE6F41A389E15DCFEF30DD4BF3EAE85BAAtSubmissionCreationDeviceId
At Submission Filing Device Id3FA6B1F2686BB45C3826A88A5968E42EF562B40EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,309,600FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$57InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$57InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,184DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,184DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,597NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$122,192GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$221CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$42,838TotalRevAndExpnssAmt
Total Net Invst Incm$23,462TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,275AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$638AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$637AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$2,125OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,125OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,400TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,763TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$637TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,495ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,495ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,895TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,763TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,132TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,057ExcessRevenueOverExpensesAmt
Net Investment Income$20,699NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$109,850SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$54,922SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$54,922SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$6,895AcctRcvblAmt
Acct Rcvbl BOY$20,887AcctRcvblBOYAmt
Acct Rcvbl EOY$6,895AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$6,895AcctRcvblEOYFMVAmt
Corporate Stock BOY$941,582CorporateStockBOYAmt
Corporate Stock EOY$991,798CorporateStockEOYAmt
Corporate Stock EOYFMV$1,157,618CorporateStockEOYFMVAmt
Other Investments BOY$94,843OtherInvestmentsBOYAmt
Other Investments EOY$98,046OtherInvestmentsEOYAmt
Other Investments EOYFMV$90,165OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,167,162TotalAssetsBOYAmt
Total Assets EOY$1,151,661TotalAssetsEOYAmt
Total Assets EOYFMV$1,309,600TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,167,162RetainedEarningBOYAmt
Retained Earning EOY$1,151,661RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,167,162TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,151,661TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,167,162TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,151,661TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,167,162TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,057ExcessRevenueOverExpensesAmt
Other Increases$20OtherIncreasesAmt
Subtotal$1,152,125SubtotalAmt
Other Decreases$464OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,151,661TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$221CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$73,828AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,240,997NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059491DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,110AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,107,023NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.021779DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,838AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$964,907NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052687DistributionYr3Rt
Adjusted Qlfy Distri Yr4$30,298AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,011,689NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.029948DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,579AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$901,567NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046119DistributionYr5Rt
Total Distribution0.210024TotalDistributionRt
Average Distribution0.042005AverageDistributionRt
Net Vl Noncharitable Assets$1,352,026NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$56,792AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$207NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$56,999AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$55,132QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$414InvestmentIncomeExciseTaxAmt
Subtotal$414SubtotalAmt
Tax Based On Investment Income$414TaxBasedOnInvestmentIncomeAmt
Tax Due$414TaxDueAmt

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
Website AddressN/AWebsiteAddressTxt
Individual With BooksM B AHMEDIndividualWithBooksNm
Phone8175724981PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 HOMEPLACE COURTAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12015UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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 Line110 HOMEPLACE CTAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76016ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,283,334AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,386AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,895FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,372,615TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,372,615AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,589CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,352,026NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,601MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,601MinimumInvestmentReturnAmt
Tax Based On Investment Income$414TaxBasedOnInvestmentIncomeAmt
Total Tax$414TotalTaxAmt
Distributable Before Adj$67,187DistributableBeforeAdjAmt
Distributable Before Ded$67,187DistributableBeforeDedAmt
Distributable As Adjusted$67,187DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,132ExpensesAndContributionsAmt
Qualifying Distributions$55,132QualifyingDistributionsAmt
Adjusted Qualifying Distri$55,132AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,187DistributableAsAdjustedAmt
Undistributed Income PY$42,791UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Total For Prior Years$23,268TotalForPriorYearsAmt
Qualifying Distributions$55,132QualifyingDistributionsAmt
Applied To Year1$42,791AppliedToYear1Amt
Applied To Current Year$12,341AppliedToCurrentYearAmt
Prior Year Undistributed Incm$23,268PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$23,268PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$54,846UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonM B AHMEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line110 HOMEPLACE CTAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76016ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8175724981RecipientPhoneNum
Recipient Email AddressMBAHMED05@YAHOO.COMRecipientEmailAddressTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
SULTANA BEGUM
10-3-29 1/2 A TOORHUMAYUN NAGAR HYDERABAINGENERAL$448
SYED HATAM
GENERAL$1003529 CLEARBROOK DRIVEFORT WORTHTX76123
RAZIA MABOOD
FLAT G430 LAL SHAHBAZKARACHIPKGENERAL$500
ACLU
GENERAL$50PO BOX 96266WASHINGTONDC20077
AMERICAN FOUNDATION
GENERAL$504518 NORTH 32ND STPHOENIXAZ85018
AMERICAN FOUNDATION FOR THE BLIND
GENERAL$3511030 ABLES LNDALLASTX75229
AMERICAN HEART ASSOC
GENERAL$50PO BOX 143089AUSTINTX78714
AMERICA TOGETHER
GENERAL$2503210 8TH ST SE 5WASHINGTONDC20032
AMERICAN MUSLIM WOMEN PHYSICIAN
GENERAL$1,1756300 STONEWOOD DR STE 41PLANOTX75025
AMERICAN PSYCIATRIC ASSOCIATION
GENERAL$69800 MAINE AVE SW STE 900WASHINGTONDC20024
ALIGARH ALUMNI ASSOCIATION
GENERAL$500509 NEWBERRY DRALLENTX75013
ARLINGTON LIFE SHELTER
GENERAL$100325 W DIVISION STARLINGTONTX76011
ASIA TIMES
GENERAL$5006506 ASHWOOD DRARLINGTONTX76011
ASSOCIATION OF PAKISTANI PHYSICIANS
GENERAL$3816414 CASS AVEWESTMONTIL60559
CAIR
GENERAL$2,000453 NEW JERSEY AVE SEWASHINGTONDC20003
CARTER CENTER
GENERAL$1,000453 FREEDOM PKWYATLANTAGA30307
CENTER FOR PLURALISM
GENERAL$500110 MARYLAND AVE NEWASHINGTONDC20002
CHARMINAR CONNECTION CULTURAL ORG
GENERAL$504013 CLOUDCREST DRPLANOTX75074
THE CITIZEN FOUNDATION USA
GENERAL$1,0002425 TOUHY AVEELK GROVE VILLAGEIL60007
COUNCIL SECULAR HUMANISM
GENERAL$25PO BOX 664AMHERSTNY142260664
DFW ALLIANCE RELIGIOUS FREEDOM
GENERAL$253419 WEST MINSTER AVEDALLASTX75205
DFW ISLAMIC EDUCATION
GENERAL$2,2205511 MANSFIELD RDARLINGTONTX76017
DOCTORS WITHOUT BORDERS
GENERAL$100PO BOX 94TOMS RIVERNJ08754
ELAHI WELFARE FOUNDATION
GENERAL$100311 SENIOR CIRCLE DRARLINGTONTX76010
GATEWAY DOMESTIC VIOLENCE SERVICE
GENERAL$250670 WESTPORT PARKWAYGRAPEVINETX76051
GENDERCIDE
GENERAL$5503513 PURDUE AVEDALLASTX75225
GREEN PEACE
GENERAL$50P O BOX 90136FREDERICKSBURGVA22404
GOODTREE ACADEMY
GENERAL$1003600 K AVEPLANOTX75074
HELPING HEARTS CARING SOULS
GENERAL$1,000101 E PARK BLVD STE 600PLANOTX750748818
HUMA FAITH
GENERAL$5005601 BRIDGE ST STE 300FORT WORTHTX76112
HUMMAN ASSISTANCE-ISLAMICITY
GENERAL$200PO BOX 4598CULVER CITYCA90231
INDIAN MUSLIM RELIEF-IMRC
GENERAL$500800 SAN ANTONIO RD 1PALO ALTOCA94303
IQRA
GENERAL$1,0105604 CHALICE DRPLANOTX75024
ISLAMIC ASSOCIATION OF COLONY TEXAS
GENERAL$1,0005201 S COLONY BLVD 535THE COLONYTX75056
ISLAMIC MEDICAL ASSOCIATION NORTH A
GENERAL$2,100101 W 22ND ST STE 106LOMBARTIL60148
ISLAMIC RELIEF
GENERAL$500PO BOX 22250ALEXANDRIAVA22304
ISLAMIC SOCIETY OF NA
GENERAL$1,000PO BOX 808PLAIN FIELDIN46168
KERA
GENERAL$60PO BOX 200224DALLASTX75320
KINDER USA
GENERAL$100P O BOX 224826DALLASTX75222
KINDNESS ABROAD FOUNDATION
GENERAL$4503333 N MACARTHUR BLVDIRVINGTX75062
LEAGUE OF WOMEN VOTERS
GENERAL$50P O BOX 11036KEWSTONME04243
MAYO CLINIC
GENERAL$100PO BOX 450ALBERT LEAMN56007
MD ANDERSON
GENERAL$100PO BOX 4464HOUSTONTX77210
MULTI CULTURAL ALLIANCE
GENERAL$2,000500 WEST 7TH STREETFORT WORTHTX76102
MUSLIM COMMUNITY CENTER
GENERAL$26,0507600 GLENVIEWNORTH RICHLAND HILLSTX76118
MUSLIM LEGALFUND
GENERAL$1,000833 E ARAPAHO RD SUITE 20NORTH RICHLAND HILLSTX75081
THE MUSLIM OBSERVER
GENERAL$70029004 W 8TH MILE STREETFARMINGTONMI48336
NATL FED OF BLIND
GENERAL$35P O BOX 7482BALTIMOREMD21227
NORTH TEXAS GIVING DAY
GENERAL$1005500 CARUTH HAVEN LANEDALLASTX75225
OXFAM
GENERAL$75P O BOX 55807BOSTONMA02205
PANCREATIC CANCER ACTION NETWORK
GENERAL$1001500 ROSECRANS AVE 200MANHATTAN BEACHCA90266
PHYSICIAN FOR SOCIAL RESPONSIBILITY
GENERAL$125PO BOX 98035WASHINGTONDC20077
PLANNED PARENT HOOD
GENERAL$25PO BOX 97166WASHINGTONDC20077
PEOPLE FOR AMERICAN WAY
GENERAL$251101 15TH ST NW STE 600WASHINGTONDC20005
RIP MEDICAL DEBT RESOLUTION
GENERAL$5280 THEODORE FREMD AVERYENY10580
SHAUKAT KHANUM MEMORIAL TRUST IKCA
GENERAL$1,000FOUR FOREST PARK DRFARMINGTONCT06032
SIUT NORTH AMERICA
GENERAL$1,0007415 S BRIDGE STHOUSTONTX77095
SLOAN KETTERING CANCER CENTER
GENERAL$751275 YORK AVENEW YORKNY10065
SOUTHERN POVERTY
GENERAL$100400 WASHINGTON AVEMONTGOMERYAL36104
TARRANT FOOD BANK
GENERAL$50P O BOX 11527FORT WORTHTX76110
TEXAS COALITION OF POLICE
GENERAL$153605 KATY FWY 103HOUSTONTX77007
TX MUSLIM WOMEN FOUNDATION
GENERAL$100P O BOX 863388PLANOTX75086
WIKIMEDIA FOUNDATION
GENERAL$20PO BOX 98204WASHINGTONDC200908204
ZAKIA SULTANA
BLOCK H5A 16 FEDERAL CAPKARACHIPKGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,495TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,184ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,597RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,241ExclusionAmt
Related Or Exempt Function Incm$19,597RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,838TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,275Amt
Net Investment Income$638NetInvestmentIncomeAmt
Disbursements Charitable Prps$637DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
DOLLAR TREE INC.2018-01PURCHASE2018-08$9,372$11,502-$2,130
MASTERCARD INC.2018-01PURCHASE2018-08$12,069$9,748$2,321
3M CO.2018-01PURCHASE2018-08$8,210$9,790-$1,580
APPLE INC.2014-07PURCHASE$27,092$14,395$12,697
INVESCO S&P SPIN-OFF2013-05PURCHASE2018-08$5,393$3,584$1,809
NOVAGOLDPURCHASE$9,001$11,238-$2,237
SPDR S&P INSURANCE2017-05PURCHASE2018-09$19,495$16,893$2,602
WELLS FARGO BKPURCHASE2018-03$5,646$3,042$2,604
MERRILL LYNCHPURCHASE$22,600$20,022$2,578
MERRILL LYNCH2017-08PURCHASE$3,093$2,381$712

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS PUBLICLY TRADED STOCKSStockNm
EOY Book Value$991,798EOYBookValueAmt
EOYFMV$1,157,618EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVARIOUS MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$98,046BookValueAmt
EOYFMV$90,165EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
TAXES PAID$218
FOREIGN TAX PAID$246

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MISCELLANEOUS$2,125$2,125

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Amt$20Amt