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GUARDIANS OF LIFE INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GUARDIANS OF LIFE INC (EIN 33-0993248)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349100547
- Schema version
- 2025v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T10:14:02-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-04-27 | 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 | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $576,276 | 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 | $2,202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,202 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,202 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,984 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,984 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $185,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,300 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,486 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,186 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $162 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $162 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,563 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,563 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,425 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,379 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,379 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,486 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,186 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Government Obligations BOY | $124,338 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $29,435 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $28,945 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $412,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $481,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $547,331 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $536,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $510,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $576,276 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,494 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,218 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $34,494 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,218 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $502,428 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $489,588 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $502,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $489,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $536,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $510,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $502,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,417 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,084 | OtherIncreasesAmt |
| Subtotal | $490,095 | SubtotalAmt |
| Other Decreases | $507 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $489,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,300 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $313 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $313 | SubtotalAmt |
| Tax Based On Investment Income | $313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $87 | OverpaymentAmt |
| Applied To ES Tax | $87 | 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 | 000.00 | $0 | $0 | $0 |
| MAUREEN H GALLAGHER | ||||||||
| 509 MANOR DRIVE | BETHANY BEACH | DE | 19930 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARY E GALLAGHER | ||||||||
| 509 MANOR DRIVE | BETHANY BEACH | DE | 19930 | DIRECTOR | 000.00 | $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 | $549,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,226 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $574,564 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $574,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,618 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $565,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $313 | TotalTaxAmt |
| Distributable Before Adj | $27,984 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,984 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,984 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,804 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,804 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,984 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,550 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,659 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,169 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,523 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,328 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,804 | QualifyingDistributionsAmt |
| Applied To Current Year | $27,984 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,820 | RemainingDistriFromCorpusAmt |
| Total Corpus | $72,049 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,550 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,499 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,659 | ExcessFromYear4Amt |
| Excess From Year3 | $7,169 | ExcessFromYear3Amt |
| Excess From Year2 | $19,523 | ExcessFromYear2Amt |
| Excess From Year1 | $16,328 | ExcessFromYear1Amt |
| Excess From Current Year | $15,820 | 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 StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DELAWARE RIGHT TO LIFE | |||||||||
| PO BOX 1222 | WILMINGTON | DE | 19899 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,500 | ||
| BIRTH RIGHT OF ANNAPOLIS & GLEN | |||||||||
| 613 RIDGELY AVENUE | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,500 | BURNIE | |
| MARY'S CENTER | |||||||||
| 701 BESTGATE ROAD | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | ||
| BLESSED TRINITY CHURCH OF | |||||||||
| 4020 CURTIS PARKWAY | VIRGINIA GARDENS | FL | 33166 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 | DELIVERENCE | |
| MOST BLESSED SACRAMENT | |||||||||
| 3630 QUESADA ST NW | WASHINGTON | DC | 20015 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,879 | ||
| MOUNT DE SALES ACADEMY | |||||||||
| 700 ACADEMY RD | CATONSVILLE | MD | 21228 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | ||
| ST MARK'S | |||||||||
| 400 N 30TH ST | PHOENIX | AZ | 85008 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,000 | ||
| THE GRACE CENTER | |||||||||
| 10226 OLD OCEAN CITY BLVD | BERLIN | MD | 21811 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 | UNIT 2 | |
| SUSSEX PREGNANCY CARE CENTER | |||||||||
| 5 BURGER KING DRIVE | GEORGETOWN | DE | 19947 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | ||
| OUR LADY OF BETHESDA RETREAT CENTER | |||||||||
| 7007 BRADLEY BLVD | BETHESDA | MD | 20817 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,379 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,202 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,984 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,300 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,901 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,901 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,387 | 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 | $1,700 | Amt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| US TREAS NOTE 2.5% | 2023-01 | PURCHASE | 2025-01 | $97,927 | $94,903 | $3,024 |
| FIRST TR PORT LP | 2024-04 | PURCHASE | 2025-04 | $996 | $1,043 | -$47 |
| FIRST TR PORT LP | 2023-04 | PURCHASE | 2025-04 | $24,337 | $23,865 | $472 |
| DANAHER CORP | 2019-09 | PURCHASE | 2025-07 | $14,065 | $9,786 | $4,279 |
| ARM HOLDINGS PLC | 2024-11 | PURCHASE | 2025-11 | $7,131 | $6,380 | $751 |
| ARM HOLDINGS PLC | 2024-10 | PURCHASE | 2025-11 | $35,658 | $36,236 | -$578 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BALANCED FD CLA | $34,101 | $45,508 |
| INCOME FUND OF AMERICA | $33,053 | $37,583 |
| DANAHER CORP | ||
| VERIZON COMMUNICATIONS | $9,519 | $6,110 |
| WALMART INC | $11,507 | $33,423 |
| BOEING | $46,267 | $43,424 |
| OCCIDENTAL PETE CORP | $16,043 | $20,560 |
| DOUBLELINE YIELD OPP FD | $16,000 | $11,632 |
| WYNN RESORTS | $11,721 | $12,033 |
| AMAZON | $16,727 | $23,082 |
| BERKSHIRE HATHAWAY B | $29,342 | $62,831 |
| FIRST TRUST ELECTION PORT 23 | ||
| CUBESMART | $53,824 | $36,050 |
| STELLANTIS NV | $24,915 | $15,246 |
| VERALTO CORP | $1,292 | $2,495 |
| ARM HOLDINGS PLC | ||
| PALANTIR TECH | $4,246 | $17,775 |
| VIRTUS EQUITY | $33,800 | $37,380 |
| CAPITAL GRP INTL TEF | $32,445 | $32,500 |
| DOMINION ENERGY | $40,033 | $38,083 |
| FT VEST S&P 500 ETF | $40,756 | $39,320 |
| FIRST TRUST DEEP VAL DV OPP | $25,780 | $32,296 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $29,435 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $28,945 | USGovtObligationsEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 ESTIMATED TAX PAYMENT | $400 |
| 2024 TAX | $107 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MEDICAL EXPENSE | $5,168 | $5,168 |
| ADVISORY FEES | $4,389 | $4,389 |
| MISCELLANEOUS FEES | $6 | $6 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST VALUE ADJUSTMENTS | Desc |
| Amt | $1,084 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $162 | Amt |
| Disbursements Charitable Prps | $162 | DisbursementsCharitablePrpsAmt |