BETA

MONKTON INSTITUTE INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MONKTON INSTITUTE INC (EIN 37-1462341)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201911339349103091
Schema version
2018v3.1
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)
Return2019-05-13T09:58:18-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-02SignatureDt
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)
IP2019-05-02IPDt
IP Tm10:24:00IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id58DE1467ECBFEE54CF5F164080407B57EC1FA4B7AtSubmissionCreationDeviceId
At Submission Filing Device IdAA127302120B7CB90D76341239D05426FCFB536CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$874,637FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$21,052DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,052DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$42,526NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$63,652GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,849OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,849OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$19,625TotalRevAndExpnssAmt
Total Net Invst Incm$22,901TotalNetInvstIncmAmt
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$3,395AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,395AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$165TaxesRevAndExpnssAmt
Taxes Net Invst Incm$165TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,038OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,038OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,598TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,598TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,985ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,985ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,583TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,598TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,985TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$71,208ExcessRevenueOverExpensesAmt
Net Investment Income$16,303NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$836CashBOYAmt
Cash EOY$668CashEOYAmt
Cash EOYFMV$668CashEOYFMVAmt
Sav And Temp Cash Invst BOY$25,962SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,201SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,201SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$476,945CorporateStockBOYAmt
Corporate Stock EOY$425,424CorporateStockEOYAmt
Corporate Stock EOYFMV$832,768CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,119LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,119LandBldgEquipAccumDeprecAmt
Total Assets BOY$503,743TotalAssetsBOYAmt
Total Assets EOY$467,293TotalAssetsEOYAmt
Total Assets EOYFMV$874,637TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$503,743RetainedEarningBOYAmt
Retained Earning EOY$467,293RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$503,743TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$467,293TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$503,743TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$467,293TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$503,743TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$71,208ExcessRevenueOverExpensesAmt
Other Increases$34,758OtherIncreasesAmt
Subtotal$467,293SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$467,293TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
800 GENERAL ELECTRIC COP2018-01-302018-12-21$5,696$12,780-$7,084-$7,084
1000 GENERAL ELECTRIC COP2018-06-192018-12-21$7,120$12,980-$5,860-$5,860
813 GENERAL ELECTRIC COP2008-09-252018-12-21$5,788$21,182-$15,394-$15,394
465 GENERAL ELECTRIC COP2008-10-082018-12-21$3,311$9,977-$6,666-$6,666
150 ALEXION PHARMACEUTICALS INCP2016-02-122018-10-01$20,783$20,751$32$32
150 VANGUARD ENERY ETFP2013-12-182018-06-19$15,540$18,540-$3,000-$3,000
700 GENERAL ELECTRIC COP2010-07-072018-12-21$4,984$9,968-$4,984-$4,984
CAPITAL GAINS DIVIDENDSP$430$430$430
FieldValueIRS element (for citing)
Capital Gain Net Income-$42,526CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$47,627AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$921,153NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051704DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,805AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$861,156NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048545DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,639AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$886,636NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046963DistributionYr3Rt
Adjusted Qlfy Distri Yr4$33,261AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$814,109NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040856DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,185AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$678,576NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032693DistributionYr5Rt
Total Distribution0.220761TotalDistributionRt
Average Distribution0.044152AverageDistributionRt
Net Vl Noncharitable Assets$961,175NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,438AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$163NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,601AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$44,985QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$163InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$163SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$841EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$841TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$678OverpaymentAmt
Applied To ES Tax$678AppliedToESTaxAmt
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$961,554AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,258AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$975,812TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$975,812AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,637CashDeemedCharitableAmt
Net Vl Noncharitable Assets$961,175NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,059MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,059MinimumInvestmentReturnAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Total Tax$163TotalTaxAmt
Distributable Before Adj$47,896DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,896DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,896DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,985ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$44,985QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$163PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$44,822AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,896DistributableAsAdjustedAmt
Undistributed Income PY$40,889UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$44,985QualifyingDistributionsAmt
Applied To Year1$40,889AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,096AppliedToCurrentYearAmt
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$43,800UndistributedIncomeCYAmt
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 (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN SYRINGOMYELIA & CHIARI ALLIANCE PROJECT
PO BOX 1586LONGVIEWTX75606NONEOTHER PUBLIC CHARITYGENERAL FUNDING$14,798
CHIARI & SYRINGOMYELIA FOUNDATION
69-39 YELLOWSTONE BOULEVARDFOREST HILLSNY11375NONEOTHER PUBLIC CHARITYGENERAL FUNDING$30,187
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,985TotalGrantOrContriPdDurYrAmt
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$21,052ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,849ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$42,526ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$19,625ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$19,625TotalIncomeProducingActyAmt

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$3,395Amt
Net Investment Income$3,395NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$425,424EOYBookValueAmt
EOYFMV$832,768EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$609$609$0
ADVERTISING$2,250$2,250$0
MISCELLANEOUS$179$179$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTHE BLACKSTONE GROUP L.P.Desc
Revenue And Expenses Per Books$1,849RevenueAndExpensesPerBooksAmt
Net Investment Income$1,849NetInvestmentIncomeAmt
Adjusted Net Income$1,849AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
FAIR MARKET VALUE OF STOCK DONATED OVER COST$33,824
BOOK TO TAX DIFFERENCE RELATED TO BLACKSTONE GROUP K-1$934

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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