SHAHID JAVED AND JAHANARA BURKI FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SHAHID JAVED AND JAHANARA BURKI FAMILY FOUNDATION INC (EIN 52-2377368)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-16
- IRS object ID
- 201132599349100203
- Schema version
- 2010v3.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-16T12:25:04-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELBY & POULIN PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522377368 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | SHAH | NameControl |
| Phone | 3019831941 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAHANARA BURKI | Name |
| Title | PRESIDENT | Title |
| Phone | 3019831941 | Phone |
| Date Signed | 2011-08-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA H SELBY | Name |
| Phone | 3018810885 | Phone |
| Date Prepared | 2011-08-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 385661 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 70000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 9 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 2437 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2437 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 2437 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -1801 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 8102 | GrossSalesPrice |
| Total Revenue And Expenses | 70645 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2446 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2446 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 950 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 950 | AccountingFeesAdjNetIncm |
| Taxes Rev And Expnss | 202 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 158 | TaxesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 1152 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1108 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 6345 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 6345 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7497 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1108 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 6345 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 63148 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2446 | NetInvestmentIncome |
| Adjusted Net Income | 1338 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7894 | CashBOY |
| Cash EOY | 6103 | CashEOY |
| Cash EOYFMV | 6103 | CashEOYFMV |
| Investments Corp Stock BOY | 200206 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 265145 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 379558 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 208100 | TotalAssetsBOY |
| Total Assets EOY | 271248 | TotalAssetsEOY |
| Total Assets EOYFMV | 385661 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 208100 | RetainedEarningsBOY |
| Retained Earnings EOY | 271248 | RetainedEarningsEOY |
| Total Net Assets BOY | 208100 | TotalNetAssetsBOY |
| Total Net Assets EOY | 271248 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 208100 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 271248 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 208100 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 63148 | ExcessOfRevenueOverExpenses |
| Subtotal | 271248 | Subtotal |
| Total Net Assets Fund Balances EOY | 271248 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7100 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 151735 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046792 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4600 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 122278 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.037619 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 81594 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.024512 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4300 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 55816 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.077039 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2600 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 32952 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.078903 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.264865 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052973 | AverageDistributionRatio |
| Net Noncharitable Assets | 257690 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 13651 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 24 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 13675 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 6345 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 49 | InvestmentIncomeExciseTax |
| Subtotal | 49 | Subtotal |
| Tax Based On Investment Income | 49 | TaxBasedOnInvestmentIncome |
| Tax Due | 49 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SHAHID BURKI | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3019831941 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11112 STACKHOUSE COURT | AddressLine1 |
| City | POTOMAC | City |
| State | MD | State |
| ZIP Code | 20854 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAHANARA BURKI | ||||||||
| 11112 STACKHOUSE COURT | POTOMAC | MD | 20854 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| SAIRA A BURKI | ||||||||
| 971 FEATHERSTONE STREET | GAITHERSBURG | MD | 20878 | SECRETARY | 1.00 | 0 | 0 | 0 |
| SAIRAH BURKI | ||||||||
| 10803 BREWER HOUSE RD | ROCKVILLE | MD | 20852 | TREASURER | 1.00 | 0 | 0 | 0 |
| SHAHID JAVED BURKI | ||||||||
| 11112 STACKHOUSE COURT | POTOMAC | MD | 20854 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| EMAAD BURKI | ||||||||
| 971 FEATHERSTONE STREET | GAITHERSBURG | MD | 20878 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 255377 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6237 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 261614 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 261614 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3924 | CashDeemedCharitable |
| Net Noncharitable Assets | 257690 | NetNoncharitableAssets |
| Minimum Investment Return | 12885 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 12885 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 49 | TaxBasedOnInvestmentIncome |
| Total Tax | 49 | TotalTax |
| Distributable Amount Before Adj | 12836 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 12836 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 12836 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 6345 | ExpensesAndContributions |
| Qualifying Distributions | 6345 | QualifyingDistributions |
| Adj Qualifying Distributions | 6345 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 12836 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 545 | UndistributedIncomePriorYear |
| Qualifying Distributions | 6345 | QualifyingDistributions |
| Applied To Year1 | 545 | AppliedToYear1 |
| Applied To Current Year | 5800 | AppliedToCurrentYear |
| Undistributed Income CY | 7036 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHAHID JAVED JAHANARA BURKI | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| DEVELOPMENTS IN LITERACY | ||||||||
| 8001 E ROPER ST | LONG BEACH | CA | 90808 | 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 | $1,000 | ||
| WETA | ||||||||
| PO BOX 96100 | WASHINGTON | DC | 20070 | NONE | GENERAL SUPPORT OF PROGRAM | $300 | ||
| FRIENDS OF PAKISTAN | ||||||||
| 10821 HOB NAIL CT | POTOMAC | MD | 20854 | NONE | GENERAL SUPPORT OF PROGRAM | $500 | ||
| AMERICAN VETERANS | ||||||||
| PO BOX 41664 | BALTIMORE | MD | 21203 | NONE | GENERAL SUPPORT OF PROGRAM | $20 | ||
| CANCER SUPPORT SERVICES | ||||||||
| 23400 MICHIGAN AVE | DEARBORN | MI | 48124 | NONE | GENERAL SUPPORT OF PROGRAM | $25 | CFA SUPPORT SERVICES | SUITE P-12 |
| CITIZENS FOUNDATION USA | ||||||||
| 1350 REMINGTON ROAD | SCHAUMBURG | IL | 60173 | NONE | GENERAL SUPPORT OF PROGRAM | $1,000 | SUITE A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 6345 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,437 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -1801 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,446 | ExclusionAmount |
| Related Or Exempt Function Income | -1801 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 645 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | SHAHID JAVED JAHANARA BURKI | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 70000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | Category |
| Amount | $950 | Amount |
| Adjusted Net Income | 950 | AdjustedNetIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (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 GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | 660 SHRS BLACKROCK REAL ASSET EQUITY | Name |
| Date Acquired | 2006-09 | DateAcquired |
| How Acquired | PURCHASE | HowAcquired |
| Date Sold | 2010-09 | DateSold |
| Gross Sales Price | 8102 | GrossSalesPrice |
| Basis | 9903 | Basis |
| Total Net | -1801 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| HENDERSON INTERNATIONAL OPP FUND | 81724 | 64069 |
| RUSSELL LIFEPOINTS BALANCED FUND | 59283 | 58632 |
| BLACK ROCK REAL ASSET EQUITY | ||
| TEMPLETON CHINA WORLD FUND | 59138 | 69857 |
| NETSOL TECHNOLOGIES INC | 65000 | 187000 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| US TREASURY | $44 | |
| FOREIGN TAX PAID | $158 | 158 |