GUARDIANS OF LIFE INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GUARDIANS OF LIFE INC (EIN 33-0993248)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-29
- IRS object ID
- 201811499349100021
- Schema version
- 2017v2.2
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-29T16:15:22-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823596569 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPOINTE & HAUSMAN CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3204 TOWER OAKS BLVD STE 170 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208524211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 DR | AddressLine1Txt |
| City | BETHANY BEACH | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERARD GALLAGHER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4102711413 | PhoneNum |
| Signature | 2018-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT S HAUSMAN | PreparerPersonNm |
| PTIN | P00843798 | PTIN |
| Phone | 3017701230 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $664,555 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,372 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,372 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $466,026 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,317 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,711 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $28 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,482 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,683 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,906 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $637,442 | CorporateStockBOYAmt |
| Corporate Stock EOY | $628,601 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $658,649 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $637,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $634,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $664,555 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $637,450 | UnrestrictedBOYAmt |
| Unrestricted EOY | $634,507 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $637,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $634,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $637,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $634,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $637,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,279 | ExcessRevenueOverExpensesAmt |
| Other Increases | $336 | OtherIncreasesAmt |
| Subtotal | $634,507 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $634,507 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMER BALANCED FD CL A | P | 2013-09-18 | 2017-01-26 | $1,428 | $1,359 | $69 | $69 |
| INCOME FUND AMER INC CLASS A | P | 2013-09-18 | 2017-01-31 | $3,303 | $3,116 | $187 | $187 |
| ENERGY SELECT ETF | P | 2016-11-16 | 2017-02-22 | $17,946 | $18,076 | -$130 | -$130 |
| SELECT SECTOR SPDR FD | P | 2016-11-16 | 2017-02-22 | $18,171 | $17,182 | $989 | $989 |
| SPDR S&P AEROSPACE & ETF | P | 2016-11-16 | 2017-02-22 | $16,807 | $16,065 | $742 | $742 |
| SPDR S&P BIOTECH ETF | P | 2016-11-16 | 2017-02-22 | $17,134 | $17,120 | $14 | $14 |
| SPDR S&P BANK ETF | P | 2016-11-16 | 2017-02-22 | $17,761 | $16,128 | $1,633 | $1,633 |
| AMER BALANCED FD CL A | P | 2013-09-18 | 2017-02-17 | $1,000 | $943 | $57 | $57 |
| NUCOR CORP | P | 2017-03-17 | 2017-05-31 | $28,868 | $32,979 | -$4,111 | -$4,111 |
| ENERGY SELECT ETF | P | 2016-11-16 | 2017-05-31 | $16,069 | $18,076 | -$2,007 | -$2,007 |
| SELECT SECTOR SPDR FD | P | 2016-11-16 | 2017-05-31 | $18,217 | $17,182 | $1,035 | $1,035 |
| SPDR S&P AEROSPACE & ETF | P | 2016-11-16 | 2017-05-31 | $17,248 | $16,065 | $1,183 | $1,183 |
| SPDR S&P BIOTECH ETF | P | 2016-11-16 | 2017-05-31 | $16,561 | $17,120 | -$559 | -$559 |
| AMER BALANCED FD CL A | P | 2013-09-18 | 2017-07-06 | $89,993 | $84,595 | $5,398 | $5,398 |
| INCOME FUND AMER INC CLASS A | P | 2013-09-18 | 2017-07-06 | $89,993 | $83,874 | $6,119 | $6,119 |
| SPDR BLOOMBERG ETF | P | 2017-07-06 | 2017-08-30 | $43,169 | $43,225 | -$56 | -$56 |
| BARCLAYS INTERMEDIATE TERM CORPORATE BOND | P | 2017-07-06 | 2017-08-30 | $6,907 | $6,921 | -$14 | -$14 |
| POWERSHARES S&P 500 ETF | P | 2017-06-05 | 2017-11-01 | $36,917 | $36,683 | $234 | $234 |
| CAPITAL GAINS DIVIDENDS | P | $8,534 | $8,534 | $8,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,317 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,701 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $649,436 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050353 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $694,156 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046459 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,972 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $773,369 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052979 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,319 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $747,545 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023168 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,822 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $670,750 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045952 | DistributionYr5Rt |
| Total Distribution | 0.218911 | TotalDistributionRt |
| Average Distribution | 0.043782 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $659,420 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,871 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $387 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,258 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,500 | 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 | $387 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $387 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $568 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $568 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $181 | OverpaymentAmt |
| Applied To ES Tax | $181 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERARD J GALLAGHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4102711413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 MANOR DR | AddressLine1Txt |
| City | BETHANY BEACH | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 DR | BETHANY BEACH | DE | 19930 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MAUREEN HGALLAGHER | ||||||||
| 509 MANOR DR | BETHANY BEACH | DE | 19930 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARY E GALLAGHER | ||||||||
| 509 MANOR DR | BETHANY BEACH | DE | 19930 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $639,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,942 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $669,462 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $669,462 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $659,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $387 | TotalTaxAmt |
| Distributable Before Adj | $32,584 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,584 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $387 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,113 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,240 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,240 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $32,324 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIRTH RIGHT OF ANNAPOLIS & GLEN BURNIE | |||||||
| 613 RIDGELY AVENUE | ANNAPOLIS | MD | 21403 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSE | $3,000 |
| BLESSED TRINITY CHURCH OF DELIVERENCE | |||||||
| 4535 OLD COURT ROAD | PIKESVILLE | MD | 21208 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $2,000 |
| DELAWARE RIGHT TO LIFE | |||||||
| PO BOX 1222 | WILMINGTON | DE | 19899 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $1,000 |
| LC PASTORAL SERVICES | |||||||
| 22825 SAN JUAN ROAD | CUPERTINO | CA | 95014 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $500 |
| MARY'S CENTER | |||||||
| 701 BESTGATE ROAD | ANNAPOLIS | MD | 214012117 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $5,000 |
| MOST BLESSED SACRAMENT | |||||||
| 3630 QUESADA STREET NW | WASHINGTON | DC | 20015 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $3,500 |
| MOUNT DE SALES ACADEMY | |||||||
| 700 ACADEMY ROAD | CATONSVILLE | MD | 21228 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $10,000 |
| ST CATHERINE LABOURE | |||||||
| 11801 CLARIDGE ROAD | WHEATON | MD | 20902 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $1,000 |
| ST MARKS HIGH SCHOOL | |||||||
| 2501 PIKE CREEK ROAD | WILMINGTON | DE | 19808 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $3,500 |
| ST MARY'S MOTHER OF GOD | |||||||
| 727 5TH ST NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSE | $1,000 |
| ST THOMAS MOORE SCHOOL | |||||||
| 105 N THOMAS STREET | ARLINGTON | VA | 22203 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,372 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,317 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,711 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,711 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,980 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NONE | PersonNm |
| Short Explanation | N/A | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMER BALANCED FD CL A | $133,247 | $146,013 |
| INCOME FUND OF AMERICA | $128,881 | $142,058 |
| SPDR S&P BANK | $16,128 | $18,936 |
| WP CAREY & CO | $48,354 | $51,675 |
| DANAHER CORPORATION | $27,498 | $30,167 |
| CALAMOS DYNAMIC | $45,937 | $45,158 |
| SPDR BLOOMBERG CON SEC | $49,869 | $50,600 |
| SPDR BLOOMBERG HY BOND | $49,338 | $48,654 |
| SPDR WF PREFERRED STOCK ETF | $50,035 | $48,444 |
| UTILITIES SELECT SECTOR SPDR FD | $38,286 | $36,876 |
| SPDR BB EMERGING MARKETS | $41,028 | $40,068 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $6,482 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS - NO TAX EFFECT | Desc |
| Amt | $336 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $28 | Amt |
| Net Investment Income | $28 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |