GUARDIANS OF LIFE INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GUARDIANS OF LIFE INC (EIN 33-0993248)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-19
- IRS object ID
- 201222019349100702
- Schema version
- 2011v1.2
- 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 Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-19T14:09:37-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-07-19 | 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 | 2011 | 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 | 640950 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 450 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 16 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 18537 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18537 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2595 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 604206 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2595 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 9664 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 9664 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 31262 | TotalRevenueAndExpenses |
| Total Net Investment Income | 30812 | 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 | 2550 | 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 | 549 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3109 | 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 | 37998 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37998 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 41107 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37998 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -9845 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 30812 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 13648 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4629 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4629 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 590985 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 590159 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 636321 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 604633 | TotalAssetsBOY |
| Total Assets EOY | 594788 | TotalAssetsEOY |
| Total Assets EOYFMV | 640950 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 604633 | UnrestrictedBOY |
| Unrestricted EOY | 594788 | UnrestrictedEOY |
| Total Net Assets BOY | 604633 | TotalNetAssetsBOY |
| Total Net Assets EOY | 594788 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 604633 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 594788 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 604633 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -9845 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 594788 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 594788 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 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 |
|---|---|---|---|---|---|---|---|
| WISDOMTREE EMERGING ETF | P | 2010-08-24 | 2011-02-07 | 90500 | 91376 | -876 | -876 |
| SPDR BARCLAYS CAP | P | 2010-12-07 | 2011-02-15 | 100666 | 98301 | 2365 | 2365 |
| WESTERN ASSET HIGH YIELD | P | 2010-10-27 | 2011-02-15 | 38330 | 40000 | -1670 | -1670 |
| MARKWEST ENERGY PARTNERS | P | 2010-07-20 | 2011-03-11 | 50363 | 41828 | 8535 | 8535 |
| MARKWEST ENERGY PARTNERS | P | 2011-03-03 | 2011-05-17 | 51142 | 49850 | 1292 | 1292 |
| EXXON MOBIL | P | 2011-03-03 | 2011-06-28 | 79119 | 73185 | 5934 | 5934 |
| DUKE ENERGY CORP | P | 2011-07-06 | 2011-08-05 | 35791 | 37930 | -2139 | -2139 |
| DUKE ENERGY CORP | P | 2010-01-07 | 2011-08-05 | 44739 | 38145 | 6594 | 6594 |
| POWERSHARES 1-30 EFT | P | 2011-03-03 | 2011-10-12 | 18656 | 16652 | 2004 | 2004 |
| POWERSHARES 1-30 EFT | P | 2010-07-14 | 2011-10-12 | 23320 | 21759 | 1561 | 1561 |
| GLADSTONE CAPITAL CORP | P | 2011-07-06 | 2011-12-29 | 21120 | 29427 | -8307 | -8307 |
| GLADSTONE CAPITAL CORP | P | 2009-02-19 | 2011-12-29 | 27094 | 27859 | -765 | -765 |
| BARCLAYS BK PLC | P | 2010-12-07 | 2011-12-29 | 23366 | 35299 | -11933 | -11933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2595 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 37448 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 634493 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059020 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 35745 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 583694 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.061239 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 28500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 839523 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.033948 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 27500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 940784 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.029231 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 153738 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.183438 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036688 | AverageDistributionRatio |
| Net Noncharitable Assets | 669061 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 24547 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 308 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 24855 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37998 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 308 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 308 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 308 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 308 | 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 | 636901 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 42349 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 679250 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 679250 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10189 | CashDeemedCharitable |
| Net Noncharitable Assets | 669061 | NetNoncharitableAssets |
| Minimum Investment Return | 33453 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33453 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 308 | TaxBasedOnInvestmentIncome |
| Total Tax | 308 | TotalTax |
| Distributable Amount Before Adj | 33145 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 33145 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 33145 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37998 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 37998 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 308 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 37690 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33145 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 21025 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 37998 | QualifyingDistributions |
| Applied To Year1 | 21025 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 16973 | 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 | 16172 | 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 | $1,500 |
| MARY'S CENTER | |||||||
| 701 BESTGATE ROAD | ANNAPOLIS | MD | 214012117 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $1,500 |
| MOUNT DE SALES ACADEMY | |||||||
| 700 ACADEMY ROAD | CATONSVILLE | MD | 21228 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $30,000 |
| SAINT JOHNS CATHOLIC PREP | |||||||
| 889 BUTTERFLY LANE | FREDERICK | MD | 21703 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $6,498 |
| ST JOHN THE EVANGELIST | |||||||
| 669 RITCHIE HIGHWAY | SEVERNA PARK | MD | 21146 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | -$1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37998 | 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 | $16 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,537 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,664 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,595 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $30,812 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30812 | 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 | $2,550 | 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 |
|---|---|---|
| BARCLAYS BANK | 0 | 0 |
| DUKE ENERGY CORP | 0 | 0 |
| EXXON MOBIL CORP | 29998 | 29666 |
| FIRST TRUST SELECT | 43344 | 45583 |
| GLADSTONE CAPITAL CORP | 0 | 0 |
| ISHARES TR DOW UTIL | 42096 | 52992 |
| MARKWEST ENERGY PARTNERS | 0 | 0 |
| POWERSHARES 1-30 LADDERED | 0 | 0 |
| SPDR BARCLAYS CAP HIGH YEILD | 26968 | 26915 |
| WESTERN ASSETS HIGH YIELD DEF OPP | 0 | 0 |
| WISDOMTREE EMERGING MARKETS | 0 | 0 |
| WP CAREY & CO LLC | 91249 | 131008 |
| SPDR S%P OIL & GAS | 12250 | 10538 |
| FIRST TRUST GLOBAL COPPER INDEX | 12551 | 8787 |
| APPLE INC | 40562 | 40500 |
| MARKET VECTORS RARE | 11812 | 7460 |
| MARKET VECTORS - COAL | 12321 | 8063 |
| GLOBAL X SILVER | 11786 | 9502 |
| MCDONALDS CORP | 52320 | 65215 |
| ABERDEEN ASIA PACIFIC INCOME | 64678 | 65970 |
| FIRST TRUST PORTFOLIO SPRING | 90011 | 89409 |
| FIRST TRUST PORT TARGET GLOBAL | 48213 | 44713 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PENALTIES | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | 7452 | 7452 |
| OTHER INCOME | 2212 | 2212 |
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 | $549 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |