GUARDIANS OF LIFE INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GUARDIANS OF LIFE INC (EIN 33-0993248)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-12
- IRS object ID
- 202011949349100011
- Schema version
- 2019v5.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-12T15:01:38-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F KYBER EA | PreparerPersonNm |
| PTIN | P00163006 | PTIN |
| Phone | 3015653000 | PhoneNum |
| Preparation | 2020-07-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $665,185 | 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 | $555 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $555 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $555 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $23,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,157 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,157 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $391,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,035 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,747 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,712 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $45 | InterestRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,755 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,962 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,962 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,962 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,747 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,712 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,073 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,132 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $603,248 | CorporateStockBOYAmt |
| Corporate Stock EOY | $571,648 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $614,053 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $613,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $622,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $665,185 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $613,321 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $622,780 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $613,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $622,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $613,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $622,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $613,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,931 | ExcessRevenueOverExpensesAmt |
| Subtotal | $626,252 | SubtotalAmt |
| Other Decreases | $3,472 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $622,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,035 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,126 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $635,874 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050523 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,258 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $659,420 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044369 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,701 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $649,436 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050353 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $694,156 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046459 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,972 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $773,369 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052979 | DistributionYr5Rt |
| Total Distribution | 0.244683 | TotalDistributionRt |
| Average Distribution | 0.048937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $657,795 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,191 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $287 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,478 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,962 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $287 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $287 | SubtotalAmt |
| Tax Based On Investment Income | $287 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $488 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $488 | TotalPaymentsAndCreditsAmt |
| Overpayment | $201 | OverpaymentAmt |
| Applied To ES Tax | $201 | AppliedToESTaxAmt |
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 | $655,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $667,812 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $667,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $657,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $287 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $287 | TotalTaxAmt |
| Distributable Before Adj | $32,603 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,603 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,603 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,962 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,962 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $287 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,675 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,603 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $1,080 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,962 | QualifyingDistributionsAmt |
| Applied To Current Year | $32,603 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $359 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,439 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,080 | ExcessFromYear1Amt |
| Excess From Current Year | $359 | 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 | $1,000 | ||
| BIRTH RIGHT OF ANNAPOLIS & GLEN | |||||||||
| 613 RIDGELY AVENUE | ANNAPOLIS | MD | 21403 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $1,000 | 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 | $8,462 | ||
| 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 | $1,000 | UNIT 2 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,962 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $555 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,157 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,035 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,446 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,747 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,446 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,193 | 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 (10 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| CALAMOS DYNAMIC | PURCHASE | 2019-11 | $54,397 | $50,191 | $4,206 | |
| DANAHER CORP | PURCHASE | 2019-12 | $7,542 | $6,452 | $1,090 | 2019-03 |
| FORTIVE CORP | PURCHASE | 2019-02 | $47,996 | $55,915 | -$7,919 | 2018-09 |
| INVESCO HIGH INC | PURCHASE | $27,312 | $26,983 | $329 | 2018-11 | |
| PAYLOCITY HOLDINGS | PURCHASE | 2019-12 | $14,661 | $13,167 | $1,494 | 2019-07 |
| US TREASURY NOTES | PURCHASE | $93,105 | $93,629 | -$524 | 2018-12 | |
| CALAMOS DYNAMIC | PURCHASE | 2019-11 | $62,961 | $58,679 | $4,282 | |
| DANAHER CORP | PURCHASE | $57,919 | $40,372 | $17,547 | ||
| WP CAREY | PURCHASE | 2019-08 | $20,740 | $15,831 | $4,909 | 2014-07 |
| LANDMARK INFRAST | PURCHASE | $32 | $32 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BALANCED FD CLA | $32,296 | $36,038 |
| INCOME FUND OF AMERICA | $34,564 | $37,053 |
| SPDR S&P BANK | ||
| WP CAREY & CO | $93,956 | $100,050 |
| DANAHER CORP | $34,125 | $38,370 |
| CALAMOS DYNAMIC | ||
| SPDR BLOOMBERG CON SEC | ||
| SPDR BLOOMBERG HY BOND | ||
| SPDR WF SELECTED PREF STK ETF | ||
| UTILITIES SELECT SECTOR SPDR FD | ||
| SPDR BB EMERGING MARKETS | ||
| INVESCO HIGH INCOME 2023 TARGET | $131,308 | $136,623 |
| US TREASURY NOTES | ||
| FORTIVE CORP | ||
| LANDMARK INFRASTRUCTURE PTNRS | $177,298 | $195,160 |
| ALLIANZGI ARTIFICIAL INTEL | $20,000 | $20,100 |
| WALT DISNEY | $13,908 | $14,463 |
| PAYLOCITY HOLDING CORP | $13,167 | $15,102 |
| VERIZON COMMUNICATIONS | $9,519 | $9,210 |
| WALMART INC | $11,507 | $11,884 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME RETAINED IN LANDMARK INFRASTRUCTURES LP | $2,753 |
| ESTIMATED TAX PAYMENTS | $719 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INSURANCE | $6,482 |
| OTHER DEDUCTIONS FROM K-1 | $273 |