GUARDIANS OF LIFE INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GUARDIANS OF LIFE INC (EIN 33-0993248)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-13
- IRS object ID
- 201320729349100752
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-13T16:37:34-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810554173 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPOINTE & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330993248 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | GUAR | NameControl |
| Phone | 4102711413 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 TYDINGS ROAD | AddressLine1 |
| City | SEVERNA PARK | City |
| State | MD | State |
| ZIP Code | 211463310 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIRECTOR | Name |
| Title | DIRECTOR | Title |
| Phone | 4102711413 | Phone |
| Date Signed | 2013-02-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN C LAPOINTE | Name |
| PTIN | P00172676 | PTIN |
| Phone | 3017701230 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 670613 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 140 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 13 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 16529 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16529 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 55876 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 399968 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 55876 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 6028 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 6028 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 78586 | TotalRevenueAndExpenses |
| Total Net Investment Income | 78446 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1932 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 308 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2240 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 30822 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 30822 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 33062 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 30822 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 45524 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 78446 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4629 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 41624 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 41624 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 590159 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 598688 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 628989 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 594788 | TotalAssetsBOY |
| Total Assets EOY | 640312 | TotalAssetsEOY |
| Total Assets EOYFMV | 670613 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 594788 | UnrestrictedBOY |
| Unrestricted EOY | 640312 | UnrestrictedEOY |
| Total Net Assets BOY | 594788 | TotalNetAssetsBOY |
| Total Net Assets EOY | 640312 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 594788 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 640312 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 594788 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 45524 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 640312 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 640312 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| FIRST TRUST SELECT DSIP PORT | P | 2011-01-25 | 2012-01-19 | 1218 | 1190 | 28 | 28 |
| FIRST TRUST SELECT DSIP PORT | P | 2010-12-27 | 2012-01-19 | 44594 | 42155 | 2439 | 2439 |
| ABERDEEN ASIA PACIFIC | P | 2011-10-12 | 2012-03-22 | 66831 | 64678 | 2153 | 2153 |
| APPLE INC | P | 2011-12-29 | 2012-04-20 | 58121 | 40561 | 17560 | 17560 |
| MCDONALDS CORP | P | 2011-07-06 | 2012-04-20 | 24174 | 21784 | 2390 | 2390 |
| MCDONALDS CORP | P | 2011-03-03 | 2012-04-20 | 38678 | 30536 | 8142 | 8142 |
| FIRST TRUST ISE GLOBAL COPPER INDEX ETF | P | 2011-03-18 | 2012-05-08 | 8341 | 12551 | -4210 | -4210 |
| GLOBAL X SILVER MINERS ETF | P | 2011-03-18 | 2012-05-08 | 8544 | 11786 | -3242 | -3242 |
| MARKET VECTORS RARE EARTH/STRATEGIC METALS | P | 2011-03-18 | 2012-05-08 | 7362 | 11812 | -4450 | -4450 |
| MARKET VECTORS - COAL | P | 2011-03-18 | 2012-05-08 | 7317 | 12321 | -5004 | -5004 |
| SPDR S&P OIL&GAS EXPLOCATION & PRODUCTION | P | 2011-03-18 | 2012-05-08 | 10215 | 12250 | -2035 | -2035 |
| FIRST TRUST PORT LP | P | 2011-07-25 | 2012-07-05 | 197 | 204 | -7 | -7 |
| TARGET GLOBAL DIV LDRS | P | 2011-07-25 | 2012-07-05 | 2731 | 2719 | 12 | 12 |
| FIRST TRUST PORT LP | P | 2011-06-17 | 2012-07-05 | 43662 | 46087 | -2425 | -2425 |
| WP CAREY INC | P | 2010-02-19 | 2012-12-13 | 77983 | 33458 | 44525 | 44525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 55876 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 37690 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 669061 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056333 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 37448 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 634493 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059020 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 35745 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 583694 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061239 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 28500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 839523 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033948 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 27500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 940784 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.029231 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.239771 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047954 | AverageDistributionRatio |
| Net Noncharitable Assets | 670750 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 32165 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 784 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 32949 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 30822 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1569 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1569 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1569 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Tax Due | 1575 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERARD J GALLAGHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4102711413 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 TYDINGS ROAD | AddressLine1 |
| City | SEVERNA PARK | City |
| State | MD | State |
| ZIP Code | 211463310 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GERARD J GALLAGHER | ||||||||
| 5 TYDINGS ROAD | SEVERNA PARK | MD | 211463310 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| MAUREEN HGALLAGHER | ||||||||
| 5 TYDINGS ROAD | SEVERNA PARK | MD | 211463310 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| MARY E GALLAGHER | ||||||||
| 5 TYDINGS ROAD | SEVERNA PARK | MD | 211463310 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 618771 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 62193 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 680964 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 680964 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10214 | CashDeemedCharitable |
| Net Noncharitable Assets | 670750 | NetNoncharitableAssets |
| Minimum Investment Return | 33538 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33538 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1569 | TaxBasedOnInvestmentIncome |
| Total Tax | 1569 | TotalTax |
| Distributable Amount Before Adj | 31969 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 31969 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 31969 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 30822 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 30822 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 30822 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 31969 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 16172 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 30822 | QualifyingDistributions |
| Applied To Year1 | 16172 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14650 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 17319 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERARD J GALLAGHER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BIRTH RIGHT OF ANNAPOLIS & GLEN BURNIE | |||||||
| 613 RIDGELY AVENUE | ANNAPOLIS | MD | 21403 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $2,500 |
| MARY'S CENTER | |||||||
| 701 BESTGATE ROAD | ANNAPOLIS | MD | 214012117 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $2,500 |
| MOUNT DE SALES ACADEMY | |||||||
| 700 ACADEMY ROAD | CATONSVILLE | MD | 21228 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $18,000 |
| SAINT JOHNS CATHOLIC PREP | |||||||
| 889 BUTTERFLY LANE | FREDERICK | MD | 21703 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $6,822 |
| SISTERS OF ST JOSEPH | |||||||
| 125 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 30822 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,529 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,028 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $55,876 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $78,446 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 78446 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,932 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | NONE | PersonName |
| Explanation | N/A | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (22 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABERDEEN ASIA PACIFIC INCOME | 0 | 0 |
| APPLE INC | 0 | 0 |
| EXXON MOBIL CORP | 29999 | 30293 |
| FIRST TRUST GLOBAL COPPER INDEX | 0 | 0 |
| FIRST TRUST PORT TARGET GLOBAL | 48193 | 48392 |
| FIRST TRUST PORTFOLIO SPRING | 92656 | 99630 |
| FIRST TRUST SELECT | 0 | 0 |
| GLOBAL X SILVER | 0 | 0 |
| ISHARES TR DOW UTIL | 42096 | 51816 |
| MARKET VECTORS - COAL | 0 | 0 |
| MARKET VECTORS RARE | 0 | 0 |
| MCDONALDS CORP | 0 | 0 |
| SPDR BARCLAYS CAP HIGH YEILD | 26968 | 28497 |
| SPDR S%P OIL & GAS | 0 | 0 |
| WP CAREY & CO LLC | 57791 | 83440 |
| JP MORGAN CHASE | 67979 | 59300 |
| POWERSHARES DWS | 16961 | 16752 |
| POWERSHARES S&P LOW LOYALTY PORTFOLIO | 7773 | 7474 |
| RBS GOLD TREND PILOT | 44932 | 44070 |
| CLEARBRIDGE ENERGY MLP | 70000 | 66640 |
| FIRST TRUST PORTFOLIO WINTER | 54333 | 53760 |
| FIRST TRUST PORTFOLIO DIVIDEND & INCOME | 39007 | 38925 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | 5424 | 5424 |
| OTHER INCOME | 604 | 604 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | GERARD J GALLAGHER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 TYDINGS ROAD | AddressLine1 |
| City | SEVERNA PARK | City |
| State | MD | State |
| ZIP Code | 211463310 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $308 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |