FURP.ORG / PUBLIC DATA EXPLORER

SHAHID JAVED AND JAHANARA BURKI FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SHAHID JAVED AND JAHANARA BURKI FAMILY FOUNDATION INC (EIN 52-2377368)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-24
IRS object ID
202501759349101010
Schema version
2024v5.1
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)
Return2025-06-24T15:30:25-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521711839PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COUNCILOR BUCHANAN & MITCHELL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVE STE 500AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522377368EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SHAHID JAVED & JAHANARA BURKI FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHAHBusinessNameControlTxt
Phone3019831941PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111112 STACKHOUSE COURTAddressLine1Txt
CityPOTOMACCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20854ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAHANARA BURKIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3019831941PhoneNum
Signature2025-06-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAULA B ELLENBERGPreparerPersonNm
PTINP00842504PTIN
Phone3019860600PhoneNum
Preparation2025-06-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$298,717FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$37,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,737DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,055DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,641NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$31,446GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,641CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$52,878TotalRevAndExpnssAmt
Total Net Invst Incm$14,696TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,159AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,580AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,013OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,013OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$200TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,372TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,593TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,172TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,593TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,294ExcessRevenueOverExpensesAmt
Net Investment Income$6,103NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,974SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,454SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,454SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$233,679OtherInvestmentsBOYAmt
Other Investments EOY$239,791OtherInvestmentsEOYAmt
Other Investments EOYFMV$290,263OtherInvestmentsEOYFMVAmt
Total Assets BOY$260,653TotalAssetsBOYAmt
Total Assets EOY$248,245TotalAssetsEOYAmt
Total Assets EOYFMV$298,717TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$260,653RetainedEarningBOYAmt
Retained Earning EOY$248,245RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$260,653TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$248,245TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$260,653TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$248,245TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$260,653TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,294ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$248,359SubtotalAmt
Other Decreases$114OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$248,245TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
RAYMOND JAMES 39432023-06-152024-10-15$202$198$4$4
RAYMOND JAMES 39432014-09-302024-12-31$22,645$24,607-$1,962-$1,962
CAPITAL GAINS DIVIDENDS$8,599$8,599$8,599P
FieldValueIRS element (for citing)
Capital Gain Net Income$6,641CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$85InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$85SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$115EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$115TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$30OverpaymentAmt
Applied To ES Tax$30AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHAHID BURKIIndividualWithBooksNm
Phone3019831941PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111112 STACKHOUSE COURTAddressLine1Txt
CityPOTOMACCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20854ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAHANARA BURKI
11112 STACKHOUSE COURTPOTOMACMD20854PRESIDENT1.00$0$0$0
SAIRA A BURKI
9 SPRINKLEWOOD COURTPOTOMACMD20854SECRETARY1.00$0$0$0
SAIRAH BURKI
11113 STACKHOUSE COURTPOTOMACMD20854TREASURER1.00$0$0$0
SHAHID JAVED BURKI
11112 STACKHOUSE COURTPOTOMACMD20854DIRECTOR1.00$0$0$0
EMAAD BURKI
9 SPRINKLEWOOD COURTPOTOMACMD20854DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$285,632AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,196AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$300,828TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$300,828AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,512CashDeemedCharitableAmt
Net Vl Noncharitable Assets$296,316NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,816MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,816MinimumInvestmentReturnAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Total Tax$85TotalTaxAmt
Distributable Before Adj$14,731DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$14,731DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$14,731DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,800QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,731DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$8,361ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,746ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,144ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,854ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$134,105TotalExcessDistributionCyovAmt
Qualifying Distributions$50,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,731AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,069RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$170,174TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$170,174ExcessDistriCyovToNextYrAmt
Excess From Year4$8,361ExcessFromYear4Amt
Excess From Year3$38,746ExcessFromYear3Amt
Excess From Year2$32,144ExcessFromYear2Amt
Excess From Year1$54,854ExcessFromYear1Amt
Excess From Current Year$36,069ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
EDU-GIRLS
25 KENTBURY WAYBETHESDAMD20814UNRELATEDPCGENERAL PROGRAM SUPPORT$2,000
IMRAN KHAN CANCER APPEAL INC
4 FOREST PARK DRFARMINGTONCT06032UNRELATEDPCGENERAL PROGRAM SUPPORT$6,000
SHAHID JAVED BURKI INSTITUTE OF PUBLIC POLICY AT NETSOL (BIPP)
UNRELATEDNCGENERAL PROGRAM SUPPORT$35,300138 ABUBAKAR NEW GARDEN TOWNLAHOREPK
SPORTS PLUS
PO BOX 83274GAITHERSBURGMD20878UNRELATEDPCGENERAL PROGRAM SUPPORT$1,500
THE CITIZENS FOUNDATION USA
2900 WILCREST DR SUITE 225HOUSTONTX77042UNRELATEDPCGENERAL PROGRAM SUPPORT$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,737ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,641ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,378ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,378TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
THE TARIQ HUSAIN TRUST
111302 CORAL GABLES DRNORTH POTOMACMD20878$25,000Yes (X)
SHAHID JAVED AND JAHANARA BURKI
211112 STACKHOUSE COURTPOTOMACMD20854$12,500Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,159Amt
Net Investment Income$5,580NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$192,479$240,834
ALTERNATIVE MUTUAL FUNDSAT COST$36,341$37,983
EXCHANGE TRADED FUNDSAT COST$10,971$11,446

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR TIMING DIFFERENCES IN INVESTMENT INCOMEDesc
Amt$114Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryRAYMOND JAMES INVESTMENT ADVISORY FEESCategoryTxt
Amt$3,013Amt
Net Investment Income$3,013NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSHAHID JAVED AND JAHANARA BURKIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111112 STACKHOUSE COURTAddressLine1Txt
CityPOTOMACCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20854ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX ON INVESTMENT INCOME$200$0$0
FOREIGN TAXES$0$0$0