GUARDIANS OF LIFE INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GUARDIANS OF LIFE INC (EIN 33-0993248)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-13
- IRS object ID
- 201411649349100601
- Schema version
- 2013v3.0
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-13T09:35:52-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810554173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPOINTE & COMPANY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3204 TOWER OAKS BLVD STE 170 | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 208524211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O GERARD J GALLAGHER DIRECTOR | BusinessNameLine2 |
| 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 | 506 BELLHAVEN COURT | AddressLine1 |
| City | BETHANY BEACH | City |
| State | DE | State |
| ZIP Code | 19930 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIRECTOR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4102711413 | PhoneNum |
| Signature | 2014-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN C LAPOINTE | PreparerPersonNm |
| PTIN | P00172676 | PTIN |
| Phone | 3017701230 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | 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 | $785,799 | 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 | $465 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $543,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,697 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $660 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $660 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $98,900 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,435 | 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 | $1,624 | 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 | $1,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,114 | 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 | $6,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,319 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,319 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,435 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,624 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,909 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $598,688 | CorporateStockBOYAmt |
| Corporate Stock EOY | $686,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $756,890 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $640,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $715,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $785,799 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $640,312 | UnrestrictedBOYAmt |
| Unrestricted EOY | $715,580 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $640,312 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $715,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $640,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $715,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $640,312 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $715,580 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $715,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| POWERSHARES DWS | P | 2012-11-02 | 2013-04-25 | $6,238 | $5,654 | $584 | $584 |
| POWERSHARES DWS | P | 2012-11-02 | 2013-04-25 | $12,485 | $11,308 | $1,177 | $1,177 |
| POWERSHARES S&P 500 | P | 2012-11-02 | 2013-04-25 | $8,527 | $7,773 | $754 | $754 |
| FIRST TRUST PORTFOLIO DIVERSIFIED INC | P | 2012-04-25 | 2013-04-12 | $3,145 | $2,812 | $333 | $333 |
| FIRST TRUST PORTFOLIO DIVERSIFIED INC | P | 2012-03-26 | 2013-04-12 | $110,055 | $90,616 | $19,439 | $19,439 |
| SPDR BARCLAYS | P | 2011-09-09 | 2013-01-14 | $28,462 | $26,968 | $1,494 | $1,494 |
| JP MORGAN CHASE | P | 2012-03-22 | 2013-02-19 | $72,827 | $67,979 | $4,848 | $4,848 |
| CLEARBRIDGE ENERGY MLP | P | 2012-06-26 | 2013-05-14 | $88 | $77 | $11 | $11 |
| TOTAL RETURN FUND INC | P | 2012-06-26 | 2013-05-14 | $82,236 | $67,648 | $14,588 | $14,588 |
| ISHARES ETF US UTILITIES | P | 2011-03-03 | 2013-09-18 | $55,958 | $42,096 | $13,862 | $13,862 |
| FIRST TRUST PORT LP TARGET GLBL DVD LEADERS | P | 2013-08-26 | 2013-10-09 | $2,673 | $2,621 | $52 | $52 |
| FIRST TRUST PORT LP TARGET GLBL DVD LEADERS | P | 2012-07-02 | 2013-10-09 | $50,746 | $47,557 | $3,189 | $3,189 |
| FIRST TRUST PORTFOLIOS DIVERSIFIED INCOME & GROWTH WINTER | P | 2013-10-25 | 2013-11-19 | $2,122 | $1,868 | $254 | $254 |
| FIRST TRUST PORTFOLIOS DIVERSIFIED INCOME & GROWTH WINTER | P | 2012-10-25 | 2013-11-19 | $66,570 | $54,075 | $12,495 | $12,495 |
| RBS GOLD TREND PILOT | P | 2012-09-04 | 2013-12-31 | $41,549 | $44,932 | -$3,383 | -$3,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,697 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,822 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $670,750 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045952 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $669,061 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056333 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,448 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $634,493 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059020 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,745 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $583,694 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061239 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $839,523 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033948 | DistributionYr5Rt |
| Total Distribution | 0.256492 | TotalDistributionRt |
| Average Distribution | 0.051298 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $747,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,348 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $984 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,332 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,319 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,969 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,969 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,969 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | EsPenaltyAmt |
| Tax Due | $2,004 | TaxDueAmt |
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 | Yes (1) | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4102711413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 BELLHAVEN COURT | AddressLine1 |
| City | BETHANY BEACH | City |
| State | DE | State |
| ZIP Code | 19930 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GERARD J GALLAGHER | ||||||||
| 506 BELLHAVEN COURT | BETHANY BEACH | DE | 19930 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MAUREEN HGALLAGHER | ||||||||
| 506 BELLHAVEN COURT | BETHANY BEACH | DE | 19930 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARY E GALLAGHER | ||||||||
| 506 BELLHAVEN COURT | 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 | $718,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $758,929 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $758,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $747,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,969 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,969 | TotalTaxAmt |
| Distributable Before Adj | $35,408 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,408 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,319 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,319 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,319 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,319 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,319 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,319 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $35,408 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 PURPOSES | $1,000 |
| MARY'S CENTER | |||||||
| 701 BESTGATE ROAD | ANNAPOLIS | MD | 214012117 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $1,000 |
| MOUNT DE SALES ACADEMY | |||||||
| 700 ACADEMY ROAD | CATONSVILLE | MD | 21228 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $15,000 |
| ST ANN'S CATHOLIC CHURCH | |||||||
| 4001 YUMA ST NW | WASHINGTON | DC | 20016 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,319 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,074 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $660 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,435 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,435 | 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 | $1,624 | 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 (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLEARBRIDGE ENERGY MLP | $0 | $0 |
| EXXON MOBIL CORP | $29,998 | $35,420 |
| FIRST TRUST PORT TARGET GLOBAL | $0 | $0 |
| FIRST TRUST PORTFOLIO DIVIDEND & INCOME | $42,880 | $44,561 |
| FIRST TRUST PORTFOLIO SPRING | $0 | $0 |
| FIRST TRUST PORTFOLIO WINTER | $154 | $158 |
| ISHARES TR DOW UTIL | $0 | $0 |
| JP MORGAN CHASE | $0 | $0 |
| POWERSHARES DWS | $0 | $0 |
| POWERSHARES S&P LOW LOYALTY PORTFOLIO | $0 | $0 |
| RBS GOLD TREND PILOT | $0 | $0 |
| SPDR BARCLAYS CAP HIGH YEILD | $0 | $0 |
| WP CAREY & CO LLC | $57,747 | $98,160 |
| NEUSTAR INC CLASS A | $47,059 | $49,860 |
| AMER BALANCED FD CL A | $33,472 | $34,009 |
| CAPITAL INCOME BUILDER | $33,896 | $33,196 |
| INCOME FUND OF AMERICA | $33,605 | $33,587 |
| FIRST TRUST TARGET GLOBAL DVD LEADERS 4Q CASH | $123,404 | $128,034 |
| FIRST TRUST PORTFOLIOS DIVERSIFIED INC & GROWTH SUMMER | $137,056 | $144,484 |
| FIRST TRUST PORT LP TARGET GLOBAL DVD LEADERS 2Q | $114,995 | $123,036 |
| FIRST TRUST PORTFOLIOS DIVIDEND & INCOME SELECT | $32,405 | $32,385 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $15 | $0 | $0 | $0 |
| COST ADJUSTMENTS | $3,099 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | $0 | $0 |
| OTHER INCOME | $0 | $0 |
| RETURN OF CAPITAL | $660 | $660 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERARD J GALLAGHER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 BELLHAVEN COURT | AddressLine1 |
| City | BETHANY BEACH | City |
| State | DE | State |
| ZIP Code | 19930 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |