M B AHMED FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- M B AHMED FAMILY FOUNDATION (EIN 75-2840134)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-26
- IRS object ID
- 201402699349100300
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-26T08:12:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752311783 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER BOOHER & ASSOCIATES PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 RIDGLEA PLACE SUITE 611 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 761165732 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752840134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M B AHMED FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MBAH | BusinessNameControlTxt |
| Phone | 8175724981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 HOMEPLACE COURT | AddressLine1 |
| City | ARLINGTON | City |
| State | TX | State |
| ZIP Code | 76016 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MB AHMED | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8175724981 | PhoneNum |
| Signature | 2014-09-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E ALEXANDER CPA | PreparerPersonNm |
| PTIN | P00448315 | PTIN |
| Phone | 8175698860 | PhoneNum |
| Preparation | 2014-09-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $984,124 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $46 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,639 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,070,887 | GrossSalesPriceAmt |
| Total Rev And Expnss | $101,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,843 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,275 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $48 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $396 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $396 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,780 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,780 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,124 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $244,165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,420 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $572,531 | CorporateStockBOYAmt |
| Corporate Stock EOY | $844,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $931,704 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $816,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $897,155 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $984,124 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $816,697 | RetainedEarningBOYAmt |
| Retained Earning EOY | $897,155 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $816,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $897,155 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $816,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $897,155 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $816,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,000 | OtherIncreasesAmt |
| Subtotal | $898,162 | SubtotalAmt |
| Other Decreases | $1,007 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $897,155 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,055 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $663,636 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036247 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,246 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $496,201 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028710 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,251 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $470,689 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036651 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,480 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $487,631 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031745 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,310 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $570,009 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037385 | DistributionYr5Rt |
| Total Distribution | 0.170738 | TotalDistributionRt |
| Average Distribution | 0.034148 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $901,567 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,787 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $201 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,988 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,780 | 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 | $201 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $201 | SubtotalAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $201 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 B AHMED | IndividualWithBooksNm |
| Phone | 8175724981 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 HOMEPLACE COURT | AddressLine1 |
| City | ARLINGTON | City |
| State | TX | State |
| ZIP Code | 76016 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M B AHMED | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 HOMEPLACE CT | AddressLine1 |
| City | ARLINGTON | City |
| State | TX | State |
| ZIP Code | 76016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | 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 | $767,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,293 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $915,296 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $915,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $901,567 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,078 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,078 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $201 | TotalTaxAmt |
| Distributable Before Adj | $44,877 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,877 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,877 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,780 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,780 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $201 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,579 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,877 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,734 | UndistributedIncomePYAmt |
| Qualifying Distributions | $41,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,734 | AppliedToYear1Amt |
| Applied To Current Year | $13,046 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $31,831 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M B AHMED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 HOMEPLACE CT | AddressLine1 |
| City | ARLINGTON | City |
| State | TX | State |
| ZIP Code | 76016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8175724981 | RecipientPhoneNum |
| Recipient Email Address | MBAHMED05@YAHOO.COM | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|
| SANJEEDA BEGUM | ||||||||
| LALBAPH PO KAIMGUNJ | ANDHRA PRADESH | IN | GENERAL | $600 | ||||
| SHABNAM BEGUM | ||||||||
| NAIBASTI PO KAIMGANJ | ANDHRA PRADESH | IN | GENERAL | $200 | ||||
| RIZWANA BAHAR ALAM KHAN | ||||||||
| NAIBASTI KAIM GANJ | ANDHRA PRADESH | IN | GENERAL | $300 | ||||
| MERAJ MOHAMMED | ||||||||
| NAIBASTI KAIM GANJ | ANDHRA PRADESH | IN | GENERAL | $200 | ||||
| RUBY SULTANA | ||||||||
| BLOCK 92 423 | ANDHRA PRADESH | IN | GENERAL | $300 | ||||
| FARZANA AHSAN | ||||||||
| GENERAL | $1,400 | 90 ARPAGE DR | SHIRLEY | NY | 11967 | |||
| ALZHEIMER FOUNDATION | ||||||||
| GENERAL | $25 | PO BOX 96011 | WASHINGTON | DC | 20090 | |||
| AMERICAN CANCER SOCIETY | ||||||||
| GENERAL | $25 | 3301 W FREEWAY | FORT WORTH | TX | 76107 | |||
| AMERICAN CIVIL LIBERTIES | ||||||||
| GENERAL | $50 | P O BOX 96266 | WASHINGTON DC | DC | 20007 | |||
| AMERICAN DIABETIC ASSOC | ||||||||
| GENERAL | $50 | P O BOX 1833 | MERRIFIELD | VA | 22116 | |||
| AMERICAN HEART ASSOCIATIO | ||||||||
| GENERAL | $50 | P O BOX 143089 | AUSTIN | TX | 78714 | |||
| AMERICAN MUSLIM WOMEN PHYSICIAN | ||||||||
| GENERAL | $300 | 6300 STONEWOOD DRIVE SUI | PLANO | TX | 75025 | |||
| AMNESTY INTERNATIONAL | ||||||||
| GENERAL | $100 | P O BOX 96832 | WASHINGTON DC | DC | 20007 | |||
| AMOUND FOUNDATION | ||||||||
| GENERAL | $100 | PO BOX 165614 | IRVING | TX | 75016 | |||
| ARLINGTON LIFE SHELTER | ||||||||
| GENERAL | $50 | 325 W DIVISION ST | ARLINGTON | TX | 76011 | |||
| BRADY GUN CONTROL | ||||||||
| GENERAL | $25 | P O BOX 96637 | WASHINGTON DC | DC | 20007 | |||
| CAIR | ||||||||
| GENERAL | $500 | 453 NEW JERSEY AVE SE | WASHINGTON DC | DC | 20007 | |||
| DAR EL EMAN CENTER | ||||||||
| GENERAL | $1,300 | 5511 MANSFIELD ROAD | ARLINGTON | TX | 76017 | |||
| DOCTORS WITHOUT BORDERS | ||||||||
| GENERAL | $100 | P O BOX 94 | TOMS RIVER | NJ | 08754 | |||
| GREEN PEACE | ||||||||
| GENERAL | $25 | P O BOX 90136 | FREDERICKSBURG | VA | 22404 | |||
| HYDERABAD CULTURAL SOCIET | ||||||||
| GENERAL | $1,320 | 6425 RYEWRTH DR | FRISCO | TX | 75035 | |||
| INDIAN MUSLIM RELIEF-IMRC | ||||||||
| GENERAL | $500 | 800 SAN ANTONIO RD 1 | PALO ALTO | CA | 94303 | |||
| INSTITUTE OF MEDIEVAL AND POST MEDI | ||||||||
| GENERAL | $375 | 8504 AUBURN DR | FORT WORTH | TX | 76123 | |||
| IQRA | ||||||||
| GENERAL | $50 | 2749 WEST DEVON AVE | CHICAGO | IL | 60659 | |||
| ISLAMIC ASSOCIATION OF MID CITIES | ||||||||
| GENERAL | $250 | 500 CHEEK SPARGER RD | COLLEYVILLE | TX | 76034 | |||
| ISLAMIC MEDICAL ASSOC | ||||||||
| GENERAL | $6,000 | 101 WEST 22ND ST STE 106 | LOMBART | IL | 60148 | |||
| KERA | ||||||||
| GENERAL | $40 | P O BOX 200224 | DALLAS | TX | 75320 | |||
| KINDER USA | ||||||||
| GENERAL | $100 | P O BOX 224826 | DALLAS | TX | 75222 | |||
| LEAGUE OF WOMEN VOTER | ||||||||
| GENERAL | $50 | PO BOX 98050 | WASHINGTON | DC | 20090 | |||
| MADD | ||||||||
| GENERAL | $50 | P O BOX 4002846 | DES MOINES | IA | 50340 | |||
| MD ANDERSON CANCER CENTER | ||||||||
| GENERAL | $100 | P O BOX 4464 | HOUSTON | TX | 77210 | |||
| MULTI CULTURAL ALLIANCE | ||||||||
| GENERAL | $600 | 500 WEST 7TH STREET | FORT WORTH | TX | 76102 | |||
| MUSLIM LEGAL FUND | ||||||||
| GENERAL | $100 | 833 E APARAHO RD SUITE | RICHARDSON | TX | 75081 | |||
| NASEEM FOUNDATION | ||||||||
| GENERAL | $500 | 777 NORTH CENTRAL EXPRESS | RICHARDSON | TX | 75081 | |||
| NATIONAL FEDERATION FOR T | ||||||||
| GENERAL | $35 | P O BOX 7482 | HALETHORPE | MD | 21227 | |||
| ONE NATION RELIEF AND CHARITIES | ||||||||
| GENERAL | $250 | 4140 LOGAN ST | IRVING | TX | 75062 | |||
| OXFAM | ||||||||
| GENERAL | $100 | P O BOX 55807 | BOSTON | MA | 02205 | |||
| PEOPLE FOR AMERICAN WAY | ||||||||
| GENERAL | $25 | 2000 MAIN ST NW SUITE 40 | WASHINGTON DC | DC | 20007 | |||
| PHYSICIANS FOR SOCIAL RES | ||||||||
| GENERAL | $100 | P O BOX 98035 | WASHINGTON DC | DC | 20007 | |||
| PLANNED PARENT HOOD | ||||||||
| GENERAL | $50 | PO BOX 97166 | WASHINGTON DC | DC | 20077 | |||
| SIUT | ||||||||
| GENERAL | $500 | 7415 S BRDIGE ST | HOUSTON | TX | 77095 | |||
| TARRANT FOOD BANK | ||||||||
| GENERAL | $50 | PO BOX 11527 | FORT WORTH | TX | 76110 | |||
| THE ISLAMIC SOCIETY OF NORTH AMERIC | ||||||||
| GENERAL | $1,000 | 6555 SOUTH COUNTY RD 750 | PLAINFIELD | IN | 46168 | |||
| YZK EDUCATIONAL INST | ||||||||
| GENERAL | $500 | PO BOX 850994 | RICHARDSON | TX | 75085 | |||
| AMERICA TOGETHER FOUNDATION | ||||||||
| GENERAL | $750 | 2665 VILLA CREEK DR | DALLAS | TX | 75234 | |||
| BOSNIAN AMERICAN & CULTURAL | ||||||||
| GENERAL | $500 | 202 N GREAT SOUTHWEST | GRAND PRAIRIE | TX | 75050 | |||
| DISABLED AMERICAN VETERAN | ||||||||
| GENERAL | $25 | PO BOX 14301 | CINCINATTI | OH | 45250 | |||
| FOUNDATION FOR ISLAMIC KNOWLEDGE | ||||||||
| GENERAL | $50 | PO BOX 2205 | WALNUT | CA | 91789 | |||
| INSTITUTE FOR ISLAMIC KNOWLEDGE | ||||||||
| GENERAL | $200 | 379 PRINCETON HIEGHTS | CRANBURY | NJ | 08512 | |||
| IQRA INTERNATIONAL EDUCATION | ||||||||
| 36692 SERERNE VILLA BASHE | ANDHRA PRADESH | IN | GENERAL | $1,000 | ||||
| LITTLE BOX | ||||||||
| GENERAL | $100 | 1000 LITTLE BOX | PALO ALTO | CA | 94303 | |||
| MAYO CLINIC | ||||||||
| GENERAL | $100 | PO BOX 450 | ALBERT LEA | MN | 56007 | |||
| MEALS ON WHEELS | ||||||||
| GENERAL | $50 | 320 SOUTH FREEWAY | FORT WORTH | TX | 76104 | |||
| SLOAN KETTERING | ||||||||
| GENERAL | $75 | 1275 YORK AVE | NEW YORK | NY | 10065 | |||
| MOHAMMAD FAZAL KHAN | ||||||||
| NAIBASTI KAIM GANJ DIST | ANDHRA PRADESH | IN | GENERAL | $2,000 | ||||
| NAJMA AFRIDI | ||||||||
| 583 BLK H NORTH NAZIMABAD | ANDHRA PRADESH | IN | GENERAL | $600 | ||||
| NIGERIAN MULSIM ASSOC | ||||||||
| GENERAL | $200 | 4019 JACKSON ST | IRVING | TX | 75061 | |||
| SAJEEDA BEGUUM | ||||||||
| 16727024A AZAMPURA HYDERA | ANDHRA PRADESH | IN | GENERAL | $2,000 | ||||
| SOUTH ASIAN DEMOCRATIC WATCH | ||||||||
| GENERAL | $745 | 8700 WYATT CIRCLE | LANTANA | TX | 76226 | |||
| SOUTHERN POVERTY | ||||||||
| GENERAL | $100 | 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | |||
| UNT | ||||||||
| GENERAL | $250 | 109 N ELM | DENTON | TX | 76201 | |||
| NATIONAL HEALTH FORUM | ||||||||
| GENERAL | $590 | PO BOX 240093 | BALLWIN | MO | 63024 | |||
| MUSLIM COMMUNITY CENTER | ||||||||
| GENERAL | $14,000 | 7600 GLENVIEW | NORTH RICHLAND HILLS | TX | 76118 | |||
| CF TEXAS | ||||||||
| GENERAL | $100 | 5500 CAURTH HAVEN LANE | DALLAS | TX | 75225 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,780 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
| Related Or Exempt Function Incm | $3 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,797 | ExclusionAmt |
| Related Or Exempt Function Incm | $482 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,581 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $75,058 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,581 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $75,543 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,964 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,275 | Amt |
| Net Investment Income | $1,275 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M B AHMED | PersonNm |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (76 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CATEPILLAR INC | 2012-01 | PURCHASE | 2013-03 | $13,644 | $16,546 | -$2,902 |
| ISHARES MSCI TAIWAN | 2011-10 | PURCHASE | 2013-02 | $13,503 | $12,809 | $694 |
| ISHARES S&P GLOBAL | 2011-10 | PURCHASE | 2013-02 | $7,366 | $9,629 | -$2,263 |
| ISHARES S&P US PFD | 2012-01 | PURCHASE | 2013-04 | $48,470 | $45,038 | $3,432 |
| ISHARES TRUST IBOXX HIGH YIELD | 2012-01 | PURCHASE | 2013-07 | $41,570 | $39,773 | $1,797 |
| NUVEEN ENCHANCED | 2012-01 | PURCHASE | 2013-02 | $16,027 | $15,009 | $1,018 |
| WELLS FARGO CO | 2000-11 | PURCHASE | 2013-07 | $4,298 | $2,135 | $2,163 |
| BANK OF AMERICA CORP | 2013-05 | PURCHASE | 2013-07 | $13,541 | $12,938 | $603 |
| BARCLAYS BANK IPATH | 2012-12 | PURCHASE | 2013-05 | $4,628 | $5,279 | -$651 |
| BRANDYWINE REALTY TR | 2012-10 | PURCHASE | 2013-02 | $13,301 | $12,299 | $1,002 |
| COMFORT SYSTEMS | 2013-04 | PURCHASE | 2013-06 | $14,341 | $13,069 | $1,272 |
| ECOLAB INC | 2013-05 | PURCHASE | 2013-07 | $26,820 | $25,809 | $1,011 |
| ERICSSON AMERICAN ADR | 2013-04 | PURCHASE | 2013-05 | $24,171 | $24,107 | $64 |
| FIRST TR EXCH TRADED | 2013-02 | PURCHASE | 2013-05 | $22,501 | $21,239 | $1,262 |
| FISERV INC | 2012-10 | PURCHASE | 2013-01 | $12,178 | $11,190 | $988 |
| GLOBAL PARTNERS | 2013-04 | PURCHASE | 2013-05 | $18,166 | $17,234 | $932 |
| GUGGENHEIM EXCH | 2013-02 | PURCHASE | 2013-03 | $33,900 | $31,629 | $2,271 |
| HAIN CELESTIAL GROUP | 2012-10 | PURCHASE | 2013-05 | $13,927 | $12,919 | $1,008 |
| ISHARES BROKER DEALER | 2013-02 | PURCHASE | 2013-05 | $15,066 | $14,134 | $932 |
| ISHARES CORE S&P | 2012-05 | PURCHASE | 2013-03 | $62,790 | $60,554 | $2,236 |
| ISHARES DJ US HOME CONSTINDEX | 2012-01 | PURCHASE | 2013-01 | $120,582 | $109,105 | $11,477 |
| ISHARES ETF CORE | 2013-10 | PURCHASE | 2013-12 | $28,691 | $28,644 | $47 |
| ISHARES ETF EMERGING MKTS | 2012-11 | PURCHASE | 2013-07 | $9,821 | $10,859 | -$1,038 |
| ISHARES FTSE CHINA 25 | 2013-02 | PURCHASE | 2013-02 | $19,552 | $20,084 | -$532 |
| ISHARES MEDICAL DEVICES | 2013-02 | PURCHASE | 2013-05 | $30,966 | $30,009 | $957 |
| ISHARES MORNINGSTAR SMALL-CAP | 2013-01 | PURCHASE | 2013-07 | $42,926 | $41,802 | $1,124 |
| ISHARES MORNINGSTAR FUNDLARGE CORE | 2012-10 | PURCHASE | 2012-02 | $17,457 | $16,359 | $1,098 |
| ISHARES MORNINGSTAR FUNDLARGE VALUE | 2012-10 | PURCHASE | 2013-02 | $20,478 | $19,749 | $729 |
| ISHARES MORNINGSTAR FUNDMID VALUE | 2012-11 | PURCHASE | 2013-02 | $17,891 | $15,885 | $2,006 |
| ISHARES MORTGAGE REAL ESTATE | 2013-02 | PURCHASE | 2013-12 | $11,331 | $14,959 | -$3,628 |
| ISHARES MSCI AUS IDX | 2013-02 | PURCHASE | 2013-02 | $26,460 | $26,709 | -$249 |
| ISHARES MSCI CHINA ETF | 2013-11 | PURCHASE | 2013-11 | $14,790 | $13,850 | $940 |
| ISHARES MSCI JPN ETF | 2013-01 | PURCHASE | 2013-09 | $48,030 | $46,678 | $1,352 |
| ISHARES MSCI JPN INDEX | 2013-03 | PURCHASE | 2013-04 | $23,331 | $20,889 | $2,442 |
| ISHARES MSCI SWEDEN ETF | 2013-01 | PURCHASE | 2013-08 | $56,651 | $53,883 | $2,768 |
| ISHARES MSCI SWEDEN IDX | 2013-02 | PURCHASE | 2013-02 | $22,230 | $22,703 | -$473 |
| ISHARES MSCI THAI ETF | 2013-06 | PURCHASE | 2013-07 | $23,934 | $22,509 | $1,425 |
| ISHARES MSCI THAI INDEX CAPPED | 2013-02 | PURCHASE | 2013-03 | $37,070 | $35,609 | $1,461 |
| ISHARES NASDAQ BIO FD | 2012-10 | PURCHASE | 2013-02 | $44,390 | $43,689 | $701 |
| ISHARES PHARMACEUTICAL INDEX | 2013-05 | PURCHASE | 2013-06 | $20,707 | $19,509 | $1,198 |
| ISHARES RUSSELL MICROCAPETF | 2013-06 | PURCHASE | 2013-07 | $32,185 | $30,351 | $1,834 |
| ISHARES RUSSELL TOP ETF 200 | 2013-03 | PURCHASE | 2013-05 | $30,830 | $29,873 | $957 |
| ISHARES S&P GSCI CMDTY | 2013-07 | PURCHASE | 2013-08 | $60,650 | $58,587 | $2,063 |
| ISHARES S&P NORTH AM FD | 2013-05 | PURCHASE | 2013-06 | $29,721 | $28,639 | $1,082 |
| ISHARES S&P SMALL-CAP | 2013-11 | PURCHASE | 2013-11 | $23,261 | $22,313 | $948 |
| ISHARES S&P 500 VALUE | 2012-10 | PURCHASE | 2013-02 | $21,252 | $20,019 | $1,233 |
| ISHARES TR COHEN & STEERREALTY MAJOR | 2013-02 | PURCHASE | 2013-04 | $34,830 | $32,645 | $2,185 |
| ISHARES TR DJ TOTAL MKT US | 2013-04 | PURCHASE | 2013-05 | $24,570 | $23,586 | $984 |
| ISHARES TR HIGH DIVIDENDETF | 2012-09 | PURCHASE | 2013-07 | $34,260 | $30,539 | $3,721 |
| ISHARES TR REAL ESTATE | 2013-05 | PURCHASE | 2013-11 | $19,308 | $21,759 | -$2,451 |
| ISHARES TRUST ETF JP MORGAN USD | 2013-01 | PURCHASE | 2013-07 | $32,402 | $36,302 | -$3,900 |
| ISHARES US HOME CONST | 2013-06 | PURCHASE | 2013-12 | $24,331 | $22,499 | $1,832 |
| LMP CAPITAL & INCOME FD | 2013-01 | PURCHASE | 2013-12 | $14,982 | $14,069 | $913 |
| MORGAN STANLEY | 2013-05 | PURCHASE | 2013-05 | $25,190 | $23,209 | $1,981 |
| NUVEEN PFD & INCOME FD | 2012-12 | PURCHASE | 2013-03 | $25,405 | $24,509 | $896 |
| POWERSHARES ETF PORTFOLIO | 2013-03 | PURCHASE | 2013-05 | $30,030 | $28,959 | $1,071 |
| POWERSHS EXCH TRAD FD TRDWA | 2013-07 | PURCHASE | 2013-09 | $33,320 | $31,304 | $2,016 |
| POWERSHS EXCH TRAD FD TRDWA | 2013-07 | PURCHASE | 2013-09 | $55,640 | $54,609 | $1,031 |
| POWERSHS EXCH TRAD FD TRDYNAMIC | 2013-05 | PURCHASE | 2013-09 | $26,496 | $25,499 | $997 |
| POWERSHS EXCH TRAD FD TRPOWERSHARES | 2013-05 | PURCHASE | 2013-09 | $31,426 | $29,088 | $2,338 |
| POWERSHS EXCH TRAD FD TRPOWERSHARES | 2013-05 | PURCHASE | 2013-05 | $21,876 | $20,399 | $1,477 |
| POWERSHS QQQ TRUST SER 1 | 2013-05 | PURCHASE | 2013-09 | $23,466 | $21,879 | $1,587 |
| SCHW US SCAP ETF | 2013-04 | PURCHASE | 2013-06 | $22,500 | $21,325 | $1,175 |
| SECTOR SPDR ENGY SELECT SHARES | 2013-02 | PURCHASE | 2013-06 | $24,258 | $23,253 | $1,005 |
| SECTOR SPDR FINCL SELECTSHARES | 2013-01 | PURCHASE | 2013-07 | $59,990 | $56,706 | $3,284 |
| SECTOR SPDR HEALTH FUND SHARES | 2013-05 | PURCHASE | 2013-09 | $25,596 | $23,734 | $1,862 |
| SECTOR SPDR INDL SELECT SHARES | 2013-05 | PURCHASE | 2013-09 | $23,066 | $21,289 | $1,777 |
| SECTOR SPDR TECH SELECT SHARES | 2013-05 | PURCHASE | 2013-07 | $31,541 | $31,359 | $182 |
| SECTOR SPDR TR CON STPLSSHARES | 2013-05 | PURCHASE | 2013-11 | $21,591 | $20,509 | $1,082 |
| SPDR BARCLAYS ETF | 2012-09 | PURCHASE | 2013-07 | $20,011 | $20,284 | -$273 |
| VANGUARD FINANCIALS | 2013-03 | PURCHASE | 2013-05 | $19,936 | $18,934 | $1,002 |
| VANGUARD MID CAP VALUE | 2013-02 | PURCHASE | 2013-02 | $25,213 | $25,729 | -$516 |
| WELLS FARGO ADVTG MUNI | 2013-07 | PURCHASE | 2013-07 | $40,031 | $40,000 | $31 |
| WESTERN ASSET WRLDWD INCM | 2013-01 | PURCHASE | 2013-12 | $12,655 | $14,909 | -$2,254 |
| YAHOO INC | 2013-05 | PURCHASE | 2013-07 | $26,991 | $25,759 | $1,232 |
| FORM 4684, SHORT-TERM GAIN/LOSS | $4,581 | $4,581 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $844,734 | EOYBookValueAmt |
| EOYFMV | $931,704 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TAXES PAID | $265 |
| FOREIGN TAX PAID | $451 |
| PARTNERSHIP DISTRIBUTIONS | $291 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CONTRACT LABOR | $300 | $300 |
| GLOBAL PARTNERS | $96 | $96 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $10 | $10 |
| ISHARES S&P GSCI INVESTMENT FEES | $38 | $38 |