SHAHID JAVED AND JAHANARA BURKI FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHAHID JAVED AND JAHANARA BURKI FAMILY FOUNDATION INC (EIN 52-2377368)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-17
- IRS object ID
- 201531689349100513
- 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
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-17T18:44:35-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHUN K YEUNG CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1561 WESTMORELAND STREET | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221014443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522377368 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAHID JAVED & JAHANARA BURKI FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAH | BusinessNameControlTxt |
| Phone | 3019831941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11112 STACKHOUSE COURT | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAHANARA BURKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3019831941 | PhoneNum |
| Signature | 2015-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHUN K YEUNG CPA | PreparerPersonNm |
| Phone | 7037900468 | PhoneNum |
| Preparation | 2015-06-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $356,692 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,575 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,297 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,297 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,791 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,297 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,297 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $3,901 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $84 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $232 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,133 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $232 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $232 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,065 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,647 | CashBOYAmt |
| Cash EOY | $6,348 | CashEOYAmt |
| Cash EOYFMV | $6,348 | CashEOYFMVAmt |
| Corporate Stock BOY | $342,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $373,803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $350,344 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $351,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $380,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $356,692 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $351,498 | RetainedEarningBOYAmt |
| Retained Earning EOY | $380,151 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $351,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $380,151 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $351,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $380,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $351,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,653 | ExcessRevenueOverExpensesAmt |
| Subtotal | $380,151 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $380,151 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,435 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $173,683 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077354 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $277,294 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021638 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,516 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $269,812 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050094 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,345 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $257,690 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $151,735 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046792 | DistributionYr5Rt |
| Total Distribution | 0.220501 | TotalDistributionRt |
| Average Distribution | 0.044100 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $341,054 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,040 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $142 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,000 | 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 | $142 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $142 | SubtotalAmt |
| Tax Based On Investment Income | $142 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $142 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| 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 | SHAHID BURKI | IndividualWithBooksNm |
| Phone | 3019831941 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11112 STACKHOUSE COURT | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20854 | ZIPCd |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAHANARA BURKI | ||||||||
| 11112 STACKHOUSE COURT | POTOMAC | MD | 20854 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SAIRA A BURKI | ||||||||
| 9 SPRINKLEWOOD COURT | POTOMAC | MD | 20854 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SAIRAH BURKI | ||||||||
| 11113 STACKHOUSE COURT | POTOMAC | MD | 20854 | TREASURER | 1.00 | $0 | $0 | $0 |
| SHAHID JAVED BURKI | ||||||||
| 11112 STACKHOUSE COURT | POTOMAC | MD | 20854 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMAAD BURKI | ||||||||
| 9 SPRINKLEWOOD COURT | POTOMAC | MD | 20854 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $340,248 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $346,248 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $346,248 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $341,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $142 | TotalTaxAmt |
| Distributable Before Adj | $16,911 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,911 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,911 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $142 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $20,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,836 | UndistributedIncomePYAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,836 | AppliedToYear1Amt |
| Applied To Current Year | $16,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,253 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,253 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,253 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,253 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHAHID JAVED AND JAHANARA BURKI | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| IMRAN KHAN CANCER APPEALS | ||||||
| 8950 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90211 | NC | GENERAL SUPPORT OF PROGRAM | $2,500 |
| THE CITIZENS FOUNDATION USA | ||||||
| 2425 TOUHY AVE | ELK GROVE VILLAGE | IL | 60007 | NC | GENERAL SUPPORT OF PROGRAM | $15,000 |
| DEVELOPMENTS IN LITERACY | ||||||
| 17320 RED HILL AVE | IRVINE | CA | 92614 | NC | GENERAL SUPPORT OF PROGRAM | $1,000 |
| IMRAN KHAN CANCER APPEAL | ||||||
| 8950 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90211 | NC | GENERAL SUPPORT OF PROGRAM | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,914 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,914 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,914 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SHAHID JAVED AND JAHANARA BURKI | |||||||
| 1 | 11112 STACKHOUSE COURT | POTOMAC | MD | 20854 | $25,000 | Yes (X) | |
| SHAHID JAVED AND JAHANARA BURKI | |||||||
| 2 | 11112 STACKHOUSE COURT | POTOMAC | MD | 20854 | $11,575 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 2,500 SHARES OF NETSOL TECHNOLOGY STOCK | NoncashPropertyDesc |
| Fair Market Value | $11,575 | FairMarketValueAmt |
| Received | 2014-04-08 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 1072.046 SHS GOLDMAN SACHS RISING DIVIDEND GROWTH FUND | 2013-11 | Purchased | 2014-09 | $22,974 | $20,326 | FMV | $2,648 |
| 27.478 SHS OPPENHEIMER STEELPATH MLP INCOME FUND | Purchased | 2014-09 | $320 | $296 | FMV | $24 | |
| 242.618 SHS OPPENHEIMER STEELPATH MLP INCOME FUND | 2013-11 | Purchased | 2014-09 | $2,829 | $2,609 | $220 | |
| 1516.00 SHS WESTERN ASSET MANAGED MINICIPALS FUND | 2012-11 | Purchased | 2014-09 | $25,484 | $26,500 | FMV | -$1,016 |
| 2041.602 SHS LORD ABBETT EMERGING MARKETS CURRENCY FUND | 2012-11 | Purchased | 2014-09 | $12,352 | $13,092 | FMV | -$740 |
| 2357.651 SHS PIONEER STRATEGIC INCOME FUND | 2012-11 | Purchased | 2014-09 | $25,981 | $26,500 | FMV | -$519 |
| 40.360 SHS OPPENHEIMER STEELPATH MLP INCOME FUND | Purchased | 2014-09 | $471 | $431 | FMV | $40 | |
| 2262.443 SHS OPPENHEIMER STEELPATH MLP INCOME FUND | 2013-06 | Purchased | 2014-09 | $26,380 | $24,123 | FMV | $2,257 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NETSOL TECHNOLOGIES INC | $83,172 | $62,550 |
| MUTUAL FUNDS | $290,631 | $287,794 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $84 | $84 | $84 |
| FEDERAL INCOME TAX | $148 | $148 |