GUARDIANS OF LIFE INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GUARDIANS OF LIFE INC (EIN 33-0993248)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-15
- IRS object ID
- 202101359349100700
- Schema version
- 2020v4.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-15T06:20:24-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521275841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFENBACHER & KYBER INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8121 GEORGIA AVENUE SUITE 803 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330993248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUARDIANS OF LIFE INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O GERARD J GALLAGHER DIRECTOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUAR | BusinessNameControlTxt |
| Phone | 4102711413 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 MANOR DRIVE | AddressLine1Txt |
| City | BETHANY BEACH | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERARD J GALLAGHER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4102711413 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERARD | PersonFirstNm |
| Person Last | GALLAGHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F KYBER EA | PreparerPersonNm |
| PTIN | P00163006 | PTIN |
| Phone | 3015653000 | PhoneNum |
| Preparation | 2021-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $561,224 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $25,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,471 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,471 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$39,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,227 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$13,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,707 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,480 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,376 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,221 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,221 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,221 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,707 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,480 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,132 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $571,648 | CorporateStockBOYAmt |
| Corporate Stock EOY | $566,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $561,224 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $622,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $566,819 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $561,224 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $636 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $636 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $622,780 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $566,183 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $622,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $566,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $622,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $566,819 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $622,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,020 | ExcessRevenueOverExpensesAmt |
| Other Increases | $522 | OtherIncreasesAmt |
| Subtotal | $566,282 | SubtotalAmt |
| Other Decreases | $99 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $566,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,227 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $385 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $385 | SubtotalAmt |
| Tax Based On Investment Income | $385 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Tax Due | $85 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GERARD J GALLAGHER | IndividualWithBooksNm |
| Phone | 4102711413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 MANOR DRIVE | AddressLine1Txt |
| City | BETHANY BEACH | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GERARD J GALLAGHER | ||||||||
| 509 MANOR DRIVE | BETHANY BEACH | DE | 19930 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MAUREEN H GALLAGHER | ||||||||
| 509 MANOR DRIVE | BETHANY BEACH | DE | 19930 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARY E GALLAGHER | ||||||||
| 509 MANOR DRIVE | BETHANY BEACH | DE | 19930 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $558,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $569,656 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $569,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,545 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $561,111 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $385 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $385 | TotalTaxAmt |
| Distributable Before Adj | $27,671 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,671 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,671 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,221 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,221 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $33,221 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,671 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,080 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $359 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,439 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,221 | QualifyingDistributionsAmt |
| Applied To Current Year | $27,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,550 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,989 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,989 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,080 | ExcessFromYear2Amt |
| Excess From Year1 | $359 | ExcessFromYear1Amt |
| Excess From Current Year | $5,550 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERARD J GALLAGHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DELAWARE RIGHT TO LIFE | |||||||||
| PO BOX 1222 | WILMINGTON | DE | 19899 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $1,500 | ||
| BIRTH RIGHT OF ANNAPOLIS & GLEN | |||||||||
| 613 RIDGELY AVENUE | ANNAPOLIS | MD | 21403 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $1,500 | BURNIE | |
| LC PASTORAL SERVIICES | |||||||||
| 22825 SAN JUAN RD | CUPERTINO | CA | 95014 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $500 | ||
| MARY'S CENTER | |||||||||
| 701 BESTGATE ROAD | ANNAPOLIS | MD | 21401 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $5,000 | ||
| BLESSED TRINITY CHURCH OF | |||||||||
| 4020 CURTIS PARKWAY | VIRGINIA GARDENS | FL | 33166 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $2,000 | DELIVERENCE | |
| MOST BLESSED SACRAMENT | |||||||||
| 3630 QUESADA ST NW | WASHINGTON | DC | 20015 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $6,721 | ||
| MOUNT DE SALES ACADEMY | |||||||||
| 700 ACADEMY RD | CATONSVILLE | MD | 21228 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $10,000 | ||
| ST THOMAS MOORE SCHOOL | |||||||||
| 105 N THOMAS STREET | ARLINGTON | VA | 22203 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $1,000 | ||
| ST MARK'S | |||||||||
| 400 N 30TH ST | PHOENIX | AZ | 85008 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $3,000 | ||
| THE GRACE CENTER | |||||||||
| 10226 OLD OCEAN CITY BLVD | BERLIN | MD | 21811 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSE | $2,000 | UNIT 2 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,221 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,227 | ExclusionAmt |
| Related Or Exempt Function Incm | -$41,630 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,707 | ExclusionAmt |
| Related Or Exempt Function Incm | -$41,630 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$13,923 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $1,500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| LANDMARK INFRASTRUCTURES | PURCHASE | $10 | $10 | |||
| LANDMARK INFRASTRUCTURES | PURCHASE | $4,492 | $4,492 | |||
| ALLIANZGI AI | PURCHASE | $45,561 | $4,785 | 2020-01 | 2020-11 | $40,776 |
| PAYLOCITY HOLDING | PURCHASE | $17,330 | $4,163 | 2019-07 | 2020-01 | $13,167 |
| LANDMARK INFRASTRUCTURES | PURCHASE | $22,925 | -$13,914 | 2019-11 | 2020-09 | $36,839 |
| FEDERATED HERMES GOVT OB | PURCHASE | $31,816 | 2020-08 | $31,816 | ||
| ALLIANZGI AI | PURCHASE | $22,774 | $2,774 | 2019-10 | 2020-11 | $20,000 |
| INVESCO HI INC 2023 | PURCHASE | $31,029 | $486 | 2018-11 | 2020-02 | $30,543 |
| LANDMARK INFRASTRUCTURES | PURCHASE | $96,033 | -$44,426 | 2020-08 | $140,459 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BALANCED FD CLA | $34,021 | $39,969 |
| INCOME FUND OF AMERICA | $35,820 | $38,917 |
| WP CAREY & CO | $114,291 | $109,399 |
| DANAHER CORP | $34,125 | $55,535 |
| INVESCO HIGH INCOME 2023 TARGET | $100,765 | $83,878 |
| LANDMARK INFRASTRUCTURE PTNRS | ||
| ALLIANZGI ARTIFICIAL INTEL | ||
| WALT DISNEY | $13,908 | $18,118 |
| PAYLOCITY HOLDING CORP | ||
| VERIZON COMMUNICATIONS | $9,519 | $8,812 |
| WALMART INC | $11,507 | $14,415 |
| BOEING | $46,267 | $42,812 |
| OCCIDENTAL PETE CORP | $32,087 | $17,310 |
| OCCIDENTAL PETRO WTS | $619 | $851 |
| FEDERATED HERMES GOVT OBLIG | $97,890 | $97,890 |
| DOUBLELINE YIELD OPP FD | $36,000 | $33,318 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED TAX PAYMENTS | Desc |
| Amt | $99 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INSURANCE | $6,482 |
| OTHER DEDUCTIONS FROM K-1 | $274 |
| ADVISORY FEES | $1,620 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUST TO BALANCE | $296 |
| NON DIVIDEND DISTRIBUTIONS | $226 |