BETA

MONKTON INSTITUTE INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MONKTON INSTITUTE INC (EIN 37-1462341)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-13
IRS object ID
201621659349100317
Schema version
2015v2.1
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)
Return2016-06-13T15:11:41-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-06-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEONARD C NARDONEPreparerPersonNm
PTINP00005785PTIN
Phone4104530060PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$855,279FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$39,659ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,131DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,131DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,643NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,600GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,643CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,810OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,810OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$73,254TotalRevAndExpnssAmt
Total Net Invst Incm$33,595TotalNetInvstIncmAmt
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$2,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,950AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$155TaxesRevAndExpnssAmt
Taxes Net Invst Incm$155TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,236OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,236OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,341TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,341TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,915ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,915ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,256TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,341TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,915TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,998ExcessRevenueOverExpensesAmt
Net Investment Income$29,254NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,714CashBOYAmt
Cash EOY$3,758CashEOYAmt
Cash EOYFMV$3,758CashEOYFMVAmt
Sav And Temp Cash Invst BOY$23,883SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$32,220SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$32,220SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$428,465CorporateStockBOYAmt
Corporate Stock EOY$434,724CorporateStockEOYAmt
Corporate Stock EOYFMV$819,301CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,119LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,119LandBldgEquipAccumDeprecAmt
Total Assets BOY$455,062TotalAssetsBOYAmt
Total Assets EOY$470,702TotalAssetsEOYAmt
Total Assets EOYFMV$855,279TotalAssetsEOYFMVAmt
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$455,062RetainedEarningBOYAmt
Retained Earning EOY$470,702RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$455,062TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$470,702TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$455,062TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$470,702TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$455,062TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,998ExcessRevenueOverExpensesAmt
Other Increases$28,299OtherIncreasesAmt
Subtotal$510,359SubtotalAmt
Other Decreases$39,657OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$470,702TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FR SH PJT PARTNERS INCP2014-10-152015-10-07$16$17-$1-$1
100 AMGEN INCP2007-03-122015-03-06$15,718$5,940$9,778$9,778
1 CITIGROUP INCP2001-01-012015-08-25$17$17$17
CAPITAL GAINS DIVIDENDSP$849$849$849
FieldValueIRS element (for citing)
Capital Gain Net Income$10,643CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,261AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$814,109NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040856DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,185AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$678,576NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.032693DistributionYr2Rt
Adjusted Qlfy Distri Yr3$29,739AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$551,858NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053889DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,804AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$531,556NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048544DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$482,931NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.035616DistributionYr5Rt
Total Distribution0.211598TotalDistributionRt
Average Distribution0.042320AverageDistributionRt
Net Vl Noncharitable Assets$886,636NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$37,522AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$293NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$37,815AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$41,915QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$293InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$293SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$293TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$933EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$933TotalPaymentsAndCreditsAmt
Overpayment$640OverpaymentAmt
Applied To ES Tax$640AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
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

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$866,162AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,976AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$900,138TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$900,138AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,502CashDeemedCharitableAmt
Net Vl Noncharitable Assets$886,636NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,332MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,332MinimumInvestmentReturnAmt
Tax Based On Investment Income$293TaxBasedOnInvestmentIncomeAmt
Total Tax$293TotalTaxAmt
Distributable Before Adj$44,039DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,039DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,039DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,915ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$41,915QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$293PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$41,622AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,039DistributableAsAdjustedAmt
Undistributed Income PY$39,784UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$41,915QualifyingDistributionsAmt
Applied To Year1$39,784AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,131AppliedToCurrentYearAmt
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$41,908UndistributedIncomeCYAmt
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 FOUNDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line129 CREST LOOPAddressLine1Txt
CitySTATEN ISLANDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10312ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusOTHER PUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL FUNDINGGrantOrContributionPurposeTxt
Amt$41,915Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,915TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,131ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,810ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,643ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$33,595ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,595TotalIncomeProducingActyAmt

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$2,950Amt
Net Investment Income$2,950NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$434,724EOYBookValueAmt
EOYFMV$819,301EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFAIR MARKET VALUE OF STOCK DONATED OVER COSTDesc
Amt$39,657Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$479$479$0
ADVERTISING$750$750$0
MISCELLANEOUS$7$7$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$1,810RevenueAndExpensesPerBooksAmt
Net Investment Income$1,810NetInvestmentIncomeAmt
Adjusted Net Income$1,810AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
FAIR MARKET VALUE OF STOCK CONTRIBUTED OVER COST$27,688
BOOK TO TAX DIFFERENCE RELATED TO BLACKSTONE GROUP K-1$611

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCANDIDA G LANCASTERPersonNm

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$155Amt
Net Investment Income$155NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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