BETA

MONKTON INSTITUTE INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MONKTON INSTITUTE INC (EIN 37-1462341)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-24
IRS object ID
202021769349100117
Schema version
2019v5.1
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)
Return2020-06-24T12:28:09-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521707356PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NARDONE PRIDGEON & COMPANY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 W PADONIA ROAD STE 400AddressLine1Txt
CityTIMONIUMCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21093ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371462341EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MONKTON INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONKBusinessNameControlTxt
Phone4106660924PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115156 MANOR ROADAddressLine1Txt
CityMONKTONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCANDIDA LANCASTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4106660924PhoneNum
Signature2020-06-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY TRIMBLEPreparerPersonNm
PTINP00221526PTIN
Phone4104530060PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.76.24.137IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-12IPDt
IP Tm16:16:53IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6D022119DB2DE76B87EA6E6ECAA6211068F6BFFAAtSubmissionCreationDeviceId
At Submission Filing Device IdAFC263A96B3B577BD4E878AA1D570E00592DA2B4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,141,309FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$103,033ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$23,587DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,587DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,307NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$100,427GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$745OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$745OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$123,058TotalRevAndExpnssAmt
Total Net Invst Incm$24,332TotalNetInvstIncmAmt
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$1,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$165TaxesRevAndExpnssAmt
Taxes Net Invst Incm$165TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,497OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,497OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,512TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,512TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,504ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,504ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,016TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,512TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,504TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$64,042ExcessRevenueOverExpensesAmt
Net Investment Income$9,820NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$668CashBOYAmt
Cash EOY$620CashEOYAmt
Cash EOYFMV$620CashEOYFMVAmt
Sav And Temp Cash Invst BOY$41,201SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$81,010SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$81,010SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$425,424CorporateStockBOYAmt
Corporate Stock EOY$409,119CorporateStockEOYAmt
Corporate Stock EOYFMV$1,059,679CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,119LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,119LandBldgEquipAccumDeprecAmt
Total Assets BOY$467,293TotalAssetsBOYAmt
Total Assets EOY$490,749TotalAssetsEOYAmt
Total Assets EOYFMV$1,141,309TotalAssetsEOYFMVAmt
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$467,293RetainedEarningBOYAmt
Retained Earning EOY$490,749RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$467,293TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$490,749TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$467,293TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$490,749TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$467,293TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$64,042ExcessRevenueOverExpensesAmt
Other Increases$31,795OtherIncreasesAmt
Subtotal$563,130SubtotalAmt
Other Decreases$72,381OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$490,749TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
450 ALTABA INCP2018-10-122019-10-07$23,175$27,889-$4,714-$4,714
380 ALTABA INCP2006-11-012019-10-07$19,570$9,990$9,580$9,580
620 ALTABA INCP2006-11-012019-10-07$31,930$12,925$19,005$19,005
1 AMGEN INCP2001-01-012019-08-21$22$22$0$0
1000 MONEY GRAM INTL INCP2018-01-102019-12-16$2,449$12,169-$9,720-$9,720
590 SCHLUMBERGER LTDP2017-01-012019-12-16$23,251$41,739-$18,488-$18,488
CAPITAL GAINS DIVIDENDSP$30$30$30
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,307CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$44,822AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$961,175NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046633DistributionYr1Rt
Adjusted Qlfy Distri Yr2$47,627AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$921,153NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051704DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,805AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$861,156NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048545DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,639AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$886,636NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046963DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,261AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$814,109NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040856DistributionYr5Rt
Total Distribution0.234701TotalDistributionRt
Average Distribution0.046940AverageDistributionRt
Net Vl Noncharitable Assets$1,035,897NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$48,625AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$98NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,723AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$44,504QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$196InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$196SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$196TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$678EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$678TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$482OverpaymentAmt
Applied To ES Tax$482AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCANDIDA G LANCASTERIndividualWithBooksNm
Phone4106660924PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115156 MANOR ROADAddressLine1Txt
CityMONKTONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21111ZIPCd
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

FieldValueIRS element (for citing)
PersonCANDIDA G LANCASTERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115156 MANOR ROADAddressLine1Txt
CityMONKTONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21111ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT,SEC, & TREASURERTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

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$985,305AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$66,367AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,051,672TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,051,672AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,775CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,035,897NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,795MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,795MinimumInvestmentReturnAmt
Tax Based On Investment Income$196TaxBasedOnInvestmentIncomeAmt
Total Tax$196TotalTaxAmt
Distributable Before Adj$51,599DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$51,599DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$51,599DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,504ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$44,504QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$44,504AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,599DistributableAsAdjustedAmt
Undistributed Income PY$43,800UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$44,504QualifyingDistributionsAmt
Applied To Year1$43,800AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$704AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$50,895UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCANDIDA G LANCASTERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCANDIDA G LANCASTERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line115156 MANOR ROADAddressLine1Txt
CityMONKTONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21111ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4106660924RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHIARI & SYRINGOMYELIA FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line169-39 YELLOWSTONE BOULEVARDAddressLine1Txt
CityFOREST HILLSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11375ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusOTHER PUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL FUNDINGGrantOrContributionPurposeTxt
Amt$44,504Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,504TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,587ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$745ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,307ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,025ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,025TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,850Amt
Net Investment Income$1,850NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$409,119EOYBookValueAmt
EOYFMV$1,059,679EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFAIR MARKET VALUE OF STOCK CONTRIBUTED OVER COSTDesc
Amt$72,381Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$506$506$0
ADVERTISING$2,000$2,000$0
MISCELLANEOUS$136$136$0
TRAVEL$9,855$9,855$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTHE BLACKSTONE GROUP L.P.Desc
Revenue And Expenses Per Books$745RevenueAndExpensesPerBooksAmt
Net Investment Income$745NetInvestmentIncomeAmt
Adjusted Net Income$745AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
FAIR MARKET VALUE OF STOCK DONATED OVER COST$31,543
BOOK TO TAX DIFFERENCE RELATED TO BLACKSTONE GROUP K-1$252

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$165Amt
Net Investment Income$165NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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