2024-05-08T11:48:53-04:00 2023-12-31 831352780 BOULDER CPA GROUP 1790 30TH ST STE 418 BOULDER CO 80301 990PF 2023-01-01 841288035 IRFAN MUNSHI FOUNDATION C/O NASEEM A MUNSHI IRFA 3036730933 2595 N 119TH STREET LAFAYETTE CO 80026 NASEEM A MUNSHI VP, SECRETARY, TREAS 3036730933 2024-05-08 true NASEEM MUNSHI XXX-XX-XXXX true CAROL BAILIFF CPA P00347062 3034493060 2024-05-08 2023 2023-04-26 12:10:37Z X 756666 X 40010 19760 19760 10563 328383 10563 70333 30323 1077 1077 2941 2941 60 31 31 4109 4049 0 50000 50000 54109 4049 50000 16224 26274 43438 32356 32356 53740 23835 23835 579307 636518 700475 676485 692709 756666 0 X 676485 692709 676485 692709 676485 692709 676485 16224 692709 692709 PUBLICLY TRADED SECURITIES P 328383 317820 10563 10563 10563 10563 365 365 365 435 435 70 70 false false false false false false true true true false true false false true N/A NASEEM A MUNSHI 3036730933 2595 NORTH 119TH ST LAFAYETTE CO 80026 false false false false false false false false false false false false false false false false false false false false NASEEM A MUNSHI 2595 NORTH 119TH ST LAFAYETTE CO 80026 VP, SECRETAR 1.00 0 0 0 ISHAQUE MUNSHI 2595 NORTH 119TH ST LAFAYETTE CO 80026 PRESIDENT 1.00 0 0 0 OSMAN MUNSHI 2595 NORTH 119TH ST LAFAYETTE CO 80026 DIRECTOR 1.00 0 0 0 MICHAEL L TUPPER 2595 NORTH 119TH ST LAFAYETTE CO 80026 TRUSTEE 1.00 0 0 0 YUNUS A MUNSHI 2595 NORTH 119TH ST LAFAYETTE CO 80026 TRUSTEE 1.00 0 0 0 NONE NONE N/A 644706 63145 0 707851 707851 10618 697233 34862 34862 365 365 34497 34497 34497 50000 50000 34497 11807 50000 11807 34497 3696 3696 0 3696 3696 NASEEM A MUNSHI 2595 NORTH 119TH ST LAFAYETTE CO 80026 3036730933 IN WRITING NONE EDUCATIONAL PURPOSES ONLY MUNSHI MEMORIAL CHARITABLE TRUST DAHEGAM BY-PASS ROAD BHARUCH GUJARAT IN NONE GOV SPONSOR GIFTED STUDENTS 50000 50000 14 19760 18 10563 30323 30323 false false false false false false false false false false X X 1 NASEEM MUNSHI MICHAEL TUPPER 2595 NORTH 119TH ST LAFAYETTE CO 80026 40010 X TAX PREPARATION FEE 1077 1077 DIAMOND HILL CORE BOND FUND 67700 67229 GS GQG PRT INT OP-A 25500 29768 INVESCO S&P MIDCAP QUALITY 16152 19516 ISHARES S&P 500 INDEX ETF 62003 75466 ISHARES ESG AWARE MSCI 51187 61168 ISHARES USA QUALITY FCTR 44828 51793 JP MORGAN CORE PLUS BOND 34825 34937 PIMCO INCOME FD ADMIN PIMCO INCOME INSTL 97800 94354 PIMCO MORTGAGE OPPORT A PIMCO MORTGAGE OPP INSTL 41618 36030 SCHWAB STRATEGIC US DIVIDEND 47013 46059 SCHWAB US DIV EQUITY SPDR PORTFOLIO S&P 500 GROW UNDISCOVERED MGR BEH VANGUARD HIGH DIVIDEND YIELD BLACKROCK SHORT MATURITY BO BLACKROCK STRATEGIC INCOME BALCKROCK ULTRA SHORT ISHARES CORE S&P 500 ETF ISHARES RUSSELL 1000 GROWTH 74375 92467 PIMCO ENHANCES LOW DURATION SCHWAB US BROAD MKT 73517 91688 EXPENSES REGISTRATION FEES 10 10 BANK FEES 5 5 OTHER EXPENSES 16 16 INVESTMENT ADVISORY FEES 2941 2941 NASEEM MUNSHI 2595 N 119TH STREET LAFAYETTE CO 80026 FOREIGN TAXES 60 EXCISE TAX ESTIMATED TAX PAYMENTS