MUMTAZ & SADA CUMBER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MUMTAZ & SADA CUMBER FOUNDATION (EIN 82-0867795)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-22
IRS object ID
202302349349100325
Schema version
2022v5.0
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)
Return2023-08-22T15:27:46-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN473017802PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AH CPA'S PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13050 POST OAK BLVD STE 550AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770566534ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN820867795EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUMTAZ & SADA CUMBER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMUMTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11410 SUGAR CREEK BLVDAddressLine1Txt
CitySUGAR LANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77478ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSADA CUMBERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5126573668PhoneNum
Signature2023-08-22SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSADAPersonFirstNm
Person LastCUMBERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANJALI ARJUNANIPreparerPersonNm
PTINP01398530PTIN
Phone7135529499PhoneNum
Preparation2023-08-22PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$64,134FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,642DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,642DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,642DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$5,771NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,831GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,771CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,413TotalRevAndExpnssAmt
Total Net Invst Incm$7,413TotalNetInvstIncmAmt
Total Adj Net Incm$1,642TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$950OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$950OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$178TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$178TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,128TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,128TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,128TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,128TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,285ExcessRevenueOverExpensesAmt
Net Investment Income$7,413NetInvestmentIncomeAmt
Adjusted Net Income$1,642AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,296CashBOYAmt
Cash EOY$1,168CashEOYAmt
Cash EOYFMV$1,168CashEOYFMVAmt
Sav And Temp Cash Invst BOY$62,198SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,966SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$62,966SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$73,600CorporateStockBOYAmt
Corporate Stock EOY$53,841CorporateStockEOYAmt
Corporate Bonds BOY$25,105CorporateBondsBOYAmt
Corporate Bonds EOY$21,768CorporateBondsEOYAmt
Total Assets BOY$163,199TotalAssetsBOYAmt
Total Assets EOY$139,743TotalAssetsEOYAmt
Total Assets EOYFMV$64,134TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$163,199NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$139,743NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$163,199TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$139,743TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$163,199TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$139,743TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$163,199TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,285ExcessRevenueOverExpensesAmt
Subtotal$169,484SubtotalAmt
Other Decreases$29,741OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$139,743TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
FIDELITY ADVISOR DIVERSIFIED INTL AP2022-12-12$177$177$177
FIDELITY ADVISOR NEW INSIGHTS CL AP2022-02-07$805$805$805
FIDELITY ADVISOR NEW INSIGHTS CL AP2022-12-12$4,849$4,789$4,789$60
FieldValueIRS element (for citing)
Capital Gain Net Income$5,771CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$103InvestmentIncomeExciseTaxAmt
Subtotal$103SubtotalAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Tax Due$103TaxDueAmt

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
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ARJUNANI PLLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7135529499PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13050 POST OAK BLVD STE 1350AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SADA CUMBERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11410 SUGAR CREEK BLVDAddressLine1Txt
CitySUGAR LANDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77478ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
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$140,915AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,138AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$143,053TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$143,053AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,146CashDeemedCharitableAmt
Net Vl Noncharitable Assets$140,907NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,045MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,045MinimumInvestmentReturnAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Total Tax$103TotalTaxAmt
Distributable Before Adj$6,942DistributableBeforeAdjAmt
Distributable Before Ded$6,942DistributableBeforeDedAmt
Distributable As Adjusted$6,942DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,128ExpensesAndContributionsAmt
Qualifying Distributions$8,128QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,942DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$84,074ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$421,123ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$224,873ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$730,070TotalExcessDistributionCyovAmt
Qualifying Distributions$8,128QualifyingDistributionsAmt
Applied To Current Year$6,942AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,186RemainingDistriFromCorpusAmt
Total Corpus$731,256TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$731,256ExcessDistriCyovToNextYrAmt
Excess From Year3$84,074ExcessFromYear3Amt
Excess From Year2$421,123ExcessFromYear2Amt
Excess From Year1$224,873ExcessFromYear1Amt
Excess From Current Year$1,186ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AGA KHAN FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11825 K ST NW 901AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501RecipientFoundationStatusTxt
Grant Or Contribution PurposePHILANTHROPICGrantOrContributionPurposeTxt
Amt$7,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,642ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,771ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,413ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,413TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSADA CUMBERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11410 SUGAR CREEK BLVDAddressLine1Txt
CitySUGAR CREEKCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77478ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS - FIXED INCOMEBondNm
EOY Book Value$21,768EOYBookValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - SECURITIESStockNm
EOY Book Value$53,841EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS IN INVESTMENTDesc
Amt$29,741Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc
EXPENSES
INVESTMENT EXPENSE
BANK SERVICE CHARGE

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$950Amt
Disbursements Charitable Prps$950DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOTHER TAXESCategoryTxt
Amt$178Amt
Disbursements Charitable Prps$178DisbursementsCharitablePrpsAmt

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