SHAHID JAVED AND JAHANARA BURKI FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHAHID JAVED AND JAHANARA BURKI FAMILY FOUNDATION INC (EIN 52-2377368)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201412259349100921
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T14:06:16-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208027276 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELBY & POULIN PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11821 PARKLAWN DR STE 306 | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 208522539 | 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 | 522377368 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAHID JAVED & JAHANARA BURKI | BusinessNameLine1 |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | POTOMAC | City |
| State | MD | State |
| ZIP Code | 208542260 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAHANARA BURKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3019831941 | PhoneNum |
| Signature | 2014-07-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA H SELBY | PreparerPersonNm |
| PTIN | P00110952 | PTIN |
| Phone | 3018810885 | PhoneNum |
| Preparation | 2014-07-30 | 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 | $342,113 | 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 | $20,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,841 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,841 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $10,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,156 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,156 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $126,028 | GrossSalesPriceAmt |
| Total Rev And Expnss | $39,309 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,159 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,997 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $970 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $425 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $425 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,698 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,698 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,698 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,093 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,093 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,716 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,904 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,832 | CashBOYAmt |
| Cash EOY | $8,647 | CashEOYAmt |
| Cash EOYFMV | $8,647 | CashEOYFMVAmt |
| Corporate Stock BOY | $324,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $342,851 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $333,466 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $330,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $351,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $342,113 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $330,782 | RetainedEarningBOYAmt |
| Retained Earning EOY | $351,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $330,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $351,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $330,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $351,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $330,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,716 | ExcessRevenueOverExpensesAmt |
| Subtotal | $351,498 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $351,498 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $277,294 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021638 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,516 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $269,812 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050094 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,345 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $257,690 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024623 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $151,735 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046792 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $122,278 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037619 | DistributionYr5Rt |
| Total Distribution | 0.180766 | TotalDistributionRt |
| Average Distribution | 0.036153 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $173,683 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,279 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $65 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,344 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,500 | 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 | $65 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $65 | SubtotalAmt |
| Tax Based On Investment Income | $65 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $65 | 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 | MD | 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 | SHAHID BURKI | IndividualWithBooksNm |
| Phone | 3019831941 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11112 STACKHOUSE COURT | AddressLine1 |
| City | POTOMAC | City |
| State | MD | State |
| ZIP Code | 20854 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2012 | UndistributedIncomePY1Yr |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| 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 | $166,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $176,328 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $176,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $173,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,684 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,684 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65 | TotalTaxAmt |
| Distributable Before Adj | $8,619 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,619 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,619 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $65 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,435 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,717 | UndistributedIncomePYAmt |
| Qualifying Distributions | $13,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,500 | AppliedToYear1Amt |
| Taxable2 | $217 | Taxable2Amt |
| Undistributed Income CY | $8,619 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHAHID JAVED JAHANARA BURKI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| DEVELOPMENTS IN LITERACY | ||||||||
| 17320 RED HILL AVE | IRVINE | CA | 92614 | NONE | GENERAL SUPPORT OF PROGRAMS | $1,000 | ||
| IMRAN KHAN CANCER APPEAL | ||||||||
| 8950 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90211 | NONE | GENERAL SUPPORT OF PROGRAM | $2,500 | WASHINGTON DC FOR SHAUKAT KHANUM MEMORIAL | PMB 440 |
| SOS CHILDREN'S VILLAGE | ||||||||
| PO BOX 34604 | BETHESDA | MD | 20817 | NONE | GENERAL SUPPORT OF PROGRAMS | $500 | ||
| THE CITIZENS FOUNDATION USA | ||||||||
| 2425 TOUHY AVE | ELK GROVE VILLAGE | IL | 60007 | NONE | GENERAL SUPPORT OF PROGRAM | $8,000 | ||
| SPORTS PLUS | ||||||||
| PO BOX 83274 | GAITHERSBURG | MD | 20883 | NONE | GENERAL SUPPORT OF PROGRAM | $1,000 | ||
| FRIENDS OF PAKISTAN INC | ||||||||
| 10821 HOB NAIL CT | POTOMAC | MD | 20854 | NONE | GENERAL SUPPORT OF PROGRAM | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,841 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,156 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,312 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,997 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,312 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,309 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SHAHID JAVED JAHANARA BURKI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11112 STACKHOUSE COURT | AddressLine1 |
| City | POTOMAC | City |
| State | MD | State |
| ZIP Code | 20854 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $970 | Amt |
| Adjusted Net Income | $970 | AdjustedNetIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| JAHANARA BURKI |
| SAIRA A BURKI |
| SAIRAH BURKI |
| SHAHID JAVED BURKI |
| EMAAD BURKI |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 11.493 SHRS JP MORGAN HIGH YIELD | 2013-01 | PURCHASE | 2013-03 | $95 | $94 | $1 |
| 1200.9 SHRS JP MORGAN HIGH YIELD | 2013-01 | PURCHASE | 2013-03 | $9,896 | $9,800 | $96 |
| 1557.297 RS FLOATING RATE FUND | 2012-11 | PURCHASE | 2013-03 | $16,118 | $15,900 | $218 |
| 2553.626 SHRS JP MORGNA INCOME BUILD | 2012-11 | PURCHASE | 2013-06 | $25,000 | $24,464 | $536 |
| 1630.053 NEUBERGER BERMAN EQUITY INC | 2012-11 | PURCHASE | 2013-11 | $20,327 | $18,550 | $1,777 |
| 8.7 SHRS ROYCE DIVIDEND VALUE FUND | 2013-01 | PURCHASE | 2013-11 | $80 | $71 | $9 |
| 1291.173 SHRS ROYCE DIVIDEND VALUE | 2013-01 | PURCHASE | 2013-11 | $11,840 | $9,830 | $2,010 |
| 1388.889 SHRS PUTNAM DIVERSIFIED | 2011-12 | PURCHASE | 2013-01 | $10,681 | $10,007 | $674 |
| 2727.2743 SHRS NEUBERGER EQUITY | 2011-12 | PURCHASE | 2013-01 | $31,991 | $30,000 | $1,991 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NETSOL TECHNOLOGIES INC | $65,000 | $58,300 |
| JP MORGAN INCOME BUILDER | $28,536 | $30,651 |
| LORD ABBETT EMERGING MARKETS | $13,245 | $12,760 |
| NEUBERGER BERMAN EQUITY INCOME A | ||
| NEUBERGER BERMAN EQUITY INCOME C | ||
| PIONEER STRATEGIC INCOME FUND | $26,500 | $25,486 |
| PUTNAM DIVERSIFIED INCOME | $26,500 | $27,762 |
| PUTNAM DIVERSIFIED INCOME TRUST C | ||
| RS FLOATING RATE FUND | ||
| TEMPLETON GLOBAL BOND FUND | $13,250 | $12,974 |
| WESTERN ASSET MANAGED MUNICIPAL | $53,000 | $47,997 |
| COHEN & STEERS | $10,009 | $9,555 |
| GOLDMAN SACHS RISING DIVIDEND | $20,326 | $21,109 |
| HENDERSON GLOBAL EQUITY INCOME FUND | $19,638 | $20,754 |
| JOHN HANCOCK STRATEGIC INCOME OPP | $26,108 | $24,975 |
| OPPENHEIMER STEELPATH MLP | $40,739 | $41,143 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES & INVESTMENT FEE | $3,698 | $3,698 | $3,698 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| US TREASURY- EXCISE TAX | $277 | $277 |
| US TREASURY | $148 | $148 |