STRATEGY STUDIO / PUBLIC DATA EXPLORER

M B AHMED FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
M B AHMED FAMILY FOUNDATION (EIN 75-2840134)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-09-28
IRS object ID
201522719349100302
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-09-28T09:59:36-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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)
PersonMB AHMEDPersonNm
Person TitleOFFICERPersonTitleTxt
Phone8175724981PhoneNum
Signature2015-09-25SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM E ALEXANDER CPAPreparerPersonNm
PTINP00448315PTIN
Phone8175698860PhoneNum
Preparation2015-09-28PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,067,046FMVAssetsEOYAmt
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$35InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$35InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,047DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,953DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,822NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,009,114GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$87CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$37OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$37OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$61,941TotalRevAndExpnssAmt
Total Net Invst Incm$15,112TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,275AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,275AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$5OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,280TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,280TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,298ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,298ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,578TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,280TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,298TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,363ExcessRevenueOverExpensesAmt
Net Investment Income$13,832NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$52,420SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,235SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,235SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$844,734CorporateStockBOYAmt
Corporate Stock EOY$837,440CorporateStockEOYAmt
Corporate Stock EOYFMV$970,872CorporateStockEOYFMVAmt
Other Investments BOY$1OtherInvestmentsBOYAmt
Other Investments EOY$73,610OtherInvestmentsEOYAmt
Other Investments EOYFMV$79,939OtherInvestmentsEOYFMVAmt
Total Assets BOY$897,155TotalAssetsBOYAmt
Total Assets EOY$927,285TotalAssetsEOYAmt
Total Assets EOYFMV$1,067,046TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$897,155RetainedEarningBOYAmt
Retained Earning EOY$927,285RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$897,155TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$927,285TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$897,155TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$927,285TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$897,155TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,363ExcessRevenueOverExpensesAmt
Subtotal$927,518SubtotalAmt
Other Decreases$233OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$927,285TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$87CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,579AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$901,567NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046119DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,055AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$663,636NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036247DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,246AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$496,201NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.028710DistributionYr3Rt
Adjusted Qlfy Distri Yr4$17,251AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$470,689NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.036651DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,480AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$487,631NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.031745DistributionYr5Rt
Total Distribution0.179472TotalDistributionRt
Average Distribution0.035894AverageDistributionRt
Net Vl Noncharitable Assets$1,011,689NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$36,314AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$138NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,452AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,298QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$277InvestmentIncomeExciseTaxAmt
Subtotal$277SubtotalAmt
Tax Based On Investment Income$277TaxBasedOnInvestmentIncomeAmt
Tax Due$277TaxDueAmt

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 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

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 Pos5.00AverageHrsPerWkDevotedToPosRt
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$991,258AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,837AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,027,095TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,027,095AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,406CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,011,689NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,584MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,584MinimumInvestmentReturnAmt
Tax Based On Investment Income$277TaxBasedOnInvestmentIncomeAmt
Total Tax$277TotalTaxAmt
Distributable Before Adj$50,307DistributableBeforeAdjAmt
Distributable Before Ded$50,307DistributableBeforeDedAmt
Distributable As Adjusted$50,307DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,298ExpensesAndContributionsAmt
Qualifying Distributions$30,298QualifyingDistributionsAmt
Adjusted Qualifying Distri$30,298AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,307DistributableAsAdjustedAmt
Undistributed Income PY$31,831UndistributedIncomePYAmt
Qualifying Distributions$30,298QualifyingDistributionsAmt
Applied To Year1$30,298AppliedToYear1Amt
Taxable2$1,533Taxable2Amt
Undistributed Income CY$50,307UndistributedIncomeCYAmt

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 (63 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
SANJEEDA BEGUM
LALBAPH PO KAIMGUNJANDHRA PRADESHINGENERAL$300
SHABNAM BEGUM
NAIBASTI PO KAIMGANJANDHRA PRADESHINGENERAL$200
RIZWANA BAHAR ALAM KHAN
NAIBASTI KAIM GANJANDHRA PRADESHINGENERAL$100
RUBY SULTANA
BLOCK 92 423ANDHRA PRADESHINGENERAL$600
FARZANA AHSAN
GENERAL$30090 ARPAGE DRSHIRLEYNY11967
NAJMA AFRIDI
583 BLK H NORTH NAZIMABADANDHRA PRADESHINGENERAL$300
RAZIA MABOOD
G 430 LAL SHAHBAZKARACHIPKGENERAL$500
ZAKIA SULTANA
BLOCK H5 A 16KARACHIPKGENERAL$500
ZINA ESAD
GENERAL$1102300 BROOKEDALEARLINGTONTX76014
SYED HATAM
GENERAL$2007600 GLENN VIEW DRNORTH RICHLAND HILLSTX76118
SELMA QURESHI
GENERAL$1007600 GLENN VIEW DRNORTH RICHLAND HILLSTX76118
TALAT ASHAI
GENERAL$1004704 PATTERSON LNCOLLEYVILLETX76034
GAZALA ANSARI
GENERAL$1004704 PATTERSON LNCOLLEYVILLETX76034
FAISAL RIZWAN
G430 LAL SHAHBAZKARACHIPKGENERAL$205
MRS ASHANI
GENERAL$1,574210 PARKMEAD CTARLINGTONTX76014
ZAIBUNNISA JIWANI
BLOCK H5 AKARACHIPKGENERAL$125
NUHA RAFEEQ
GENERAL$2507600 GLENN VIEW DRNORTH RICHLAND HILLSTX76118
IQBAL MUGHAL
GENERAL$250915 WEST MAGNOLIA AVEFORT WORTHTX76104
MERAJ MOHAMMAD
NAIBASTI KAIM GANJFARRUKHABADINGENERAL$200
AL SHIFA MEDICAL CENTER
GENERAL$1007600 GLENN VIEW DRNORTH RICHLAND HILLSTX76118
ALZHEIMER FOUNDATION
GENERAL$25PO BOX 96011WASHINGTONDC20090
AMERICAN CIVIL LIBERTIES
GENERAL$50P O BOX 96266WASHINGTON DCDC20007
AMERICAN MUSLIM WOMEN PHYSICIAN
GENERAL$2506300 STONEWOOD DRIVE SUIPLANOTX75025
AMNESTY INTERNATIONAL
GENERAL$100P O BOX 96832WASHINGTON DCDC20007
BILL OF RIGHTS
GENERAL$2508 BRIDGE ST SUITE ANORTHAMPTONMA01060
CAIR
GENERAL$1,850453 NEW JERSEY AVE SEWASHINGTON DCDC20007
DAR EL EMAN CENTER
GENERAL$3,0245511 MANSFIELD ROADARLINGTONTX76017
DOCTORS WITHOUT BORDERS
GENERAL$100P O BOX 94TOMS RIVERNJ08754
ENLIGHTENED YOUTH ORGANIZATION
GENERAL$1,0001650 N GRIFFIN STDALLASTX75202
FOUNDATION FOR ISLAMIC KNOWLEDGE
GENERAL$50PO BOX 2205WALNUTCA91789
GREEN PEACE
GENERAL$30P O BOX 90136FREDERICKSBURGVA22404
HUMAN RIGHTS WATCH
GENERAL$100350 5TH AVE 34TH FLOORNEW YORKNY10118
HYDERABAD CULTURAL SOCIET
GENERAL$1,7006425 RYEWRTH DRFRISCOTX75035
INDIAN MUSLIM RELIEF-IMRC
GENERAL$500800 SAN ANTONIO RD 1PALO ALTOCA94303
INITIATIVE IN ISLAM & MEDICINE
GENERAL$755841 S MARYLAND AVECHICAGOIL60637
INSTITUTE OF ISALMIC INFORMATION &
GENERAL$100PO BOX 410129CHICAGOIL60641
IQRA
GENERAL$1,0002749 WEST DEVON AVECHICAGOIL60659
IQRA INTERNATIONAL EDUCATION
36692 SERERNE VILLA BASHEANDHRA PRADESHINGENERAL$100
ISLAMIC ASSOCIATION OF CARROLLTON
GENERAL$500PO BOX 116406CARROLLTONTX75011
ISLAMIC ASSOCIATION OF MID CITIES
GENERAL$4,120500 CHEEK SPARGER RDCOLLEYVILLETX76034
ISLAMIC ASSOCIATION OF TARRANT COUN
GENERAL$5004901 DIAZ AVEFORT WORTHTX76107
KINDER USA
GENERAL$100P O BOX 224826DALLASTX75222
MAYO CLINIC
GENERAL$100PO BOX 450ALBERT LEAMN56007
MEALS ON WHEELS
GENERAL$100320 SOUTH FREEWAYFORT WORTHTX76104
MULTI CULTURAL ALLIANCE
GENERAL$1,500500 WEST 7TH STREETFORT WORTHTX76102
MUSLIM COMMUNITY CENTER
GENERAL$2,4857600 GLENVIEWNORTH RICHLAND HILLSTX76118
NAAIMS
GENERAL$500PO BOX 5502HERNDONVA20172
NASEEM FOUNDATION
GENERAL$500777 NORTH CENTRAL EXPRESSRICHARDSONTX75081
NATIONAL FEDERATION FOR T
GENERAL$100P O BOX 7482HALETHORPEMD21227
ONE NATION RELIEF AND CHARITIES
GENERAL$5004140 LOGAN STIRVINGTX75062
OXFAM
GENERAL$100P O BOX 55807BOSTONMA02205
PEOPLE FOR AMERICAN WAY
GENERAL$252000 MAIN ST NW SUITE 40WASHINGTON DCDC20007
PHYSICIANS FOR SOCIAL RES
GENERAL$100P O BOX 98035WASHINGTON DCDC20007
PLANNED PARENT HOOD
GENERAL$50PO BOX 97166WASHINGTON DCDC20077
SIUT
GENERAL$1,0007415 S BRDIGE STHOUSTONTX77095
SMU EMBERRY CENTER
GENERAL$500PO BOX 750402DALLASTX75275
SOUTH ASIAN DEMOCRATIC WATCH
GENERAL$5008700 WYATT CIRCLELANTANATX76226
SOUTHERN POVERTY
GENERAL$100400 WASHINGTON AVEMONTGOMERYAL36104
SUSAN G KOMEN
GENERAL$1005005 LYNDON B JOHNSONDALLASTX75244
TEXAS NTX GIVING DAY
GENERAL$255500 CARUTH HAVEN LNDALLASTX75225
TRAUMA CENTER
GENERAL$250210 S CEDAR RIDGE RDDUNCANVILLETX75116
WORLD MUSLIM CONGRESS
GENERAL$1002665 VILLA CREEK DR 206DALLASTX75234
WOUNDED WARRIOR PROJECT
GENERAL$251120 G ST NW STE 700WASHINGTONDC20005
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,298TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,953ExclusionAmt
Related Or Exempt Function Incm$94RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$577UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$87ExclusionAmt
Related Or Exempt Function Incm$46,158RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$577UnrelatedBusinessTaxblIncmAmt
Exclusion$15,112ExclusionAmt
Related Or Exempt Function Incm$46,252RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,941TotalIncomeProducingActyAmt

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$1,275NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (37 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
GILEAD SCIENCES2014-07PURCHASE2014-11$30,620$27,592$3,028
GUGGENHEIM ETF S&P MIDCAP 4002014-02PURCHASE2014-07$38,204$37,209$995
GUGGENHEIM EXCH TR FD2013-05PURCHASE2014-03$11,483$8,959$2,524
HARBOR MID CAP GROWTH FUND2014-07PURCHASE2014-07$30,868$29,309$1,559
ISHARES CORE S&P ETF MIDCAP2013-11PURCHASE2014-02$27,393$25,394$1,999
ISHARES CORE S&P ETF TOTAL STOCK2013-10PURCHASE2014-02$25,584$24,249$1,335
ISHARES CORE TOTAL ETF BOND MARKET2013-10PURCHASE2014-01$21,531$21,601-$70
ISHARES MORNINGSTAR LARGE CAP2013-10PURCHASE2014-07$25,629$23,484$2,145
ISHARES MORNINGSTAR MID CAP2014-02PURCHASE2014-05$27,014$24,499$2,515
ISHARES MORNINGSTAR MID CAP GROWTH2013-11PURCHASE2014-07$30,202$26,687$3,515
ISHARES MORNINGSTAR SMALL CAP VALUE2014-02PURCHASE2014-05$24,591$23,812$779
ISHARES MSCI ETF EAFE MINIMUM2013-11PURCHASE2014-03$25,191$24,705$486
ISHARES MSCI ITALY2013-10PURCHASE2014-01$31,990$31,349$641
ISHARES MSCI JAPAN2014-02PURCHASE2014-03$11,691$11,139$552
ISHARES NASDAQ BIOTECH2014-02PURCHASE2014-10$29,387$23,952$5,435
ISHARES NORTH AMERICAN TECH SOFT2013-11PURCHASE2014-02$17,363$15,369$1,994
ISHARES PHARMACEUTICAL2013-10PURCHASE2014-06$63,355$61,025$2,330
ISHARES RUSSELL TOP ETF 2002014-02PURCHASE2014-07$22,563$20,779$1,784
ISHARES RUSSELL TOP ETF 200 GROWTH2013-10PURCHASE2014-02$22,591$21,493$1,098
ISHARES RUSSELL VALUE MID CAP VALUE2014-02PURCHASE2014-02$20,370$18,924$1,446
ISHARES S&P SMALL CAP 600 GROWTH2014-02PURCHASE2014-10$23,997$23,741$256
ISHARES GLOBAL ETF HEALTHCARE2014-03PURCHASE2014-06$46,990$45,689$1,301
ISHARES TR US CONSUMER2013-11PURCHASE2014-02$24,267$22,887$1,380
ISHARES TR US HEALTHCARE2014-02PURCHASE2014-07$26,190$24,707$1,483
ISHARES TRUST TECHNOLOGY2013-11PURCHASE2014-02$18,197$16,477$1,720
ISHARES US BROKER DEALERS2014-02PURCHASE2014-06$14,943$15,145-$202
ISHARES US HEALTHCARE PROVIDERS2013-11PURCHASE2014-02$18,291$17,593$698
NEW CENTURY ALTERNATIVE STRATEGIES2014-02PURCHASE2014-02$57,205$55,341$1,864
NORTHERN FXD INC2014-02PURCHASE2014-02$41,219$40,898$321
NORTHERN HIGH YIELD FIXED INCOME2014-02PURCHASE2014-02$41,980$42,021-$41
POWERSHARES QQQ TRUST2013-12PURCHASE2014-02$45,380$42,854$2,526
SPDR DOW JONES INDL AVG2014-05PURCHASE2014-07$34,040$32,889$1,151
VANGUARD SMALL CAP2014-07PURCHASE2014-11$21,359$21,169$190
GUGGENHEIM EXCH TRD CHINA2012-12PURCHASE2014-03$9,461$11,209-$1,748
ISHARES TR S&P ASIA 502013-02PURCHASE2014-03$22,991$23,833-$842
SPDR NUVEEN BARCLAY EFT MANAGED MONE2012-12PURCHASE2014-06$24,320$24,309$11
FORM 4684, SHORT-TERM GAIN/LOSS$577$577

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS PUBLICLY TRADED STOCKSStockNm
EOY Book Value$837,440EOYBookValueAmt
EOYFMV$970,872EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVARIOUS MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$73,610BookValueAmt
EOYFMV$79,939EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
TAXES PAID$226
FOREIGN TAX PAID$7

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BLACKSTONE GROUP$5$5

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BLACKSTONE GROUP - 1250 GAIN$2$2
BLACKSTONE GROUP - 1231 GAIN$18$18
BLACKSTONE GROUP - 731 GAIN$1$1
BLACKSTONE GROUP - SEC 457 GA$1$1
BLACKSTONE GROUP - SUBPART F$12$12
BLACKSTONE GROUP - REAL ESTAT$1$1
BLACKSTONE GORUP$2$2