GUARDIANS OF LIFE INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GUARDIANS OF LIFE INC (EIN 33-0993248)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349101676
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:52:03-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521275841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFENBACHER & KYBER INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8121 GEORGIA AVENUE SUITE 803 | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330993248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUARDIANS OF LIFE INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O GERARD J GALLAGHER DIRECTOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUAR | BusinessNameControlTxt |
| Phone | 4102711413 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 MANOR DRIVE | AddressLine1Txt |
| City | BETHANY BEACH | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERARD J GALLAGHER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4102711413 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F KYBER EA | PreparerPersonNm |
| PTIN | P00163006 | PTIN |
| Phone | 3015653000 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.79.68.85 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 10:52:03 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6859B4117A9E516BFCFE3A095EDB572C58883A1F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E48C165E73AA3406612D13932278A8D7788008E3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | 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 | $572,655 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,011 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,011 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,011 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,157 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,157 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $789,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,224 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,392 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,168 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,546 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| 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 | $41,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,168 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,906 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,073 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $628,601 | CorporateStockBOYAmt |
| Corporate Stock EOY | $603,248 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $562,582 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $634,507 | TotalAssetsBOYAmt |
| Total Assets EOY | $613,321 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $572,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $634,507 | UnrestrictedBOYAmt |
| Unrestricted EOY | $613,321 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $634,507 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $613,321 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $634,507 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $613,321 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $634,507 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $462 | OtherIncreasesAmt |
| Subtotal | $619,695 | SubtotalAmt |
| Other Decreases | $6,374 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $613,321 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,224 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,258 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $659,420 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044369 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,701 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $649,436 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050353 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $694,156 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046459 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,972 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $773,369 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052979 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,319 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $747,545 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023168 | DistributionYr5Rt |
| Total Distribution | 0.217328 | TotalDistributionRt |
| Average Distribution | 0.043466 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $635,874 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,639 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $374 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,013 | 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 | $374 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $374 | SubtotalAmt |
| Tax Based On Investment Income | $374 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $143 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $319 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $462 | TotalPaymentsAndCreditsAmt |
| Overpayment | $88 | OverpaymentAmt |
| Applied To ES Tax | $88 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GERARD J GALLAGHER | IndividualWithBooksNm |
| Phone | 4102711413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 MANOR DRIVE | AddressLine1Txt |
| City | BETHANY BEACH | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GERARD J GALLAGHER | ||||||||
| 509 MANOR DRIVE | BETHANY BEACH | DE | 19930 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MAUREEN H GALLAGHER | ||||||||
| 509 MANOR DRIVE | BETHANY BEACH | DE | 19930 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARY E GALLAGHER | ||||||||
| 209 MANOR DRIVE | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $638,120 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,437 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $645,557 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $645,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $635,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $374 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $374 | TotalTaxAmt |
| Distributable Before Adj | $31,420 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,420 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,420 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $374 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,126 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,420 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $32,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $31,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,080 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,080 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,080 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,080 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERARD J GALLAGHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DELAWARE RIGHT TO LIFE | ||||||||
| PO BOX 1222 | WILMINGTON | DE | 19899 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $2,000 | |
| BIRTH RIGHT OF ANNAPOLIS & GLEN | ||||||||
| 613 RIDGELY AVENUE | ANNAPOLIS | MD | 21403 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $3,000 | BURNIE |
| LC PASTORAL SERVIICES | ||||||||
| 22825 SAN JUAN RD | CUPERTINO | CA | 95014 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $500 | |
| MARY'S CENTER | ||||||||
| 701 BESTGATE ROAD | ANNAPOLIS | MD | 21401 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $5,000 | |
| BLESSED TRINITY CHURCH OF | ||||||||
| 4535 OLD COURT RD | PIKESVILLE | MD | 21208 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $2,000 | DELIVERENCE |
| MOST BLESSED SACRAMENT | ||||||||
| 3630 QUESADA ST NW | WASHINGTON | DC | 20015 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $3,500 | |
| MOUNT DE SALES ACADEMY | ||||||||
| 700 ACADEMY RD | CATONSVILLE | MD | 21228 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $10,000 | |
| ST THOMAS MOORE SCHOOL | ||||||||
| 105 N THOMAS STREET | ARLINGTON | VA | 22203 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $2,000 | |
| ST CATHERINE LABOURE | ||||||||
| 11801 CLARIDGE RD | WHEATON | MD | 20902 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $1,000 | |
| ST MARK'S HIGH SCHOOL | ||||||||
| 2501 PIKE CREEK RD | WILMINGTON | DE | 19808 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,011 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,157 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,372 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,372 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $2,600 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| WELLS FARGO | PURCHASE | $512,085 | $533,447 | -$21,362 |
| WELLS FARGO | PURCHASE | $262,496 | $252,154 | $10,342 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BALANCED FD CLA | $30,896 | $30,233 |
| INCOME FUND OF AMERICA | $32,649 | $31,155 |
| SPDR S&P BANK | ||
| WP CAREY & CO | $47,965 | $49,005 |
| DANAHER CORP | $40,372 | $41,248 |
| CALAMOS DYNAMIC | $88,170 | $72,499 |
| SPDR BLOOMBERG CON SEC | ||
| SPDR BLOOMBERG HY BOND | ||
| SPDR WF SELECTED PREF STK ETF | ||
| UTILITIES SELECT SECTOR SPDR FD | ||
| SPDR BB EMERGING MARKETS | ||
| INVESCO HIGH INCOME 2023 TARGET | $158,292 | $154,908 |
| US TREASURY NOTES | $93,629 | $93,435 |
| FORTIVE CORP | $55,915 | $43,979 |
| LANDMARK INFRASTRUCTURE PTNRS | $55,360 | $46,120 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RETAINED IN LANDMARK INFRASTRUCTURES LP | Desc |
| Amt | $6,374 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INSURANCE | $6,482 |
| OTHER DEDUCTIONS FROM K-1 | $64 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENTS NO TAX EFFECT | Desc |
| Amt | $462 | Amt |
Comments