WEH2 FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WEH2 FOUNDATION (EIN 27-0348355)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-25
- IRS object ID
- 201611169349100506
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-25T03:25:43-00:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth A Najarian PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Washington Street | AddressLine1Txt |
| City | Braintree | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021844754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270348355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEH2 Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEH2 | BusinessNameControlTxt |
| Phone | 7813830429 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Border St | AddressLine1Txt |
| City | Cohasset | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edwin Baldry | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2016-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth Najarian | PreparerPersonNm |
| Phone | 7813803500 | PhoneNum |
| Preparation | 2016-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $98,228 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,273 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,303 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,006 | CashBOYAmt |
| Cash EOY | $3,773 | CashEOYAmt |
| Corporate Stock BOY | $107,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $104,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $98,228 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $109,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $109,982 | RetainedEarningBOYAmt |
| Retained Earning EOY | $107,801 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $109,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,181 | ExcessRevenueOverExpensesAmt |
| Subtotal | $107,801 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $107,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| shs Prdntl Sht Trm Corp Bond | P | 2015-01-30 | 2015-11-06 | $12 | $12 | ||
| shs Pimco All Asst | P | 2015-03-20 | 2015-11-24 | $668 | $748 | -$80 | -$80 |
| shs Prudential Short Term Corp Bond | P | 2011-01-28 | 2015-11-24 | $501 | $519 | -$18 | -$18 |
| shs Pimco All Asset | P | 2013-01-22 | 2015-11-24 | $20,851 | $25,568 | -$4,717 | -$4,717 |
| shs Prudential Short Term Corp Bond | P | 2011-01-28 | 2015-11-24 | $4,271 | $4,375 | -$104 | -$104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,919 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$80 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,636 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $26,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $109,449 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.241893 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $112,651 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.158454 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $80,215 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.245590 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,635 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,818 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.333726 | DistributionYr5Rt |
| Total Distribution | 000.979663 | TotalDistributionRt |
| Average Distribution | 000.195933 | AverageDistributionRt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,350 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | Edwin Baldry | IndividualWithBooksNm |
| Phone | 7817714686 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Border St | AddressLine1Txt |
| City | Cohasset | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02025 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|
| Edwin Baldry | ||||||
| 126 Border St | Cohasset | MA | 02025 | Trustee | 002.00 | $0 |
| Gwendolyn Baldry | ||||||
| 126 Border St | Cohasset | MA | 02025 | Trustee | 002.00 | $0 |
| Inta Hall | ||||||
| 9 Boulder Glen Rd | Hingham | MA | 02043 | Trustee | 002.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Charitable donations to selected organizations | Description1Txt |
| Expenses1 | $24,250 | Expenses1Amt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,350 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,350 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $24,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $20,944 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,726 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,257 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,053 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,636 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $97,616 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,350 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $24,350 | RemainingDistriFromCorpusAmt |
| Total Corpus | $121,966 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,944 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,022 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,726 | ExcessFromYear4Amt |
| Excess From Year3 | $12,257 | ExcessFromYear3Amt |
| Excess From Year2 | $21,053 | ExcessFromYear2Amt |
| Excess From Year1 | $27,636 | ExcessFromYear1Amt |
| Excess From Current Year | $24,350 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Edwin and Gwendolyn Baldry | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| Bermuda Rugby Football Union | |||||||||
| PO Box HM 1909 | Hamilton | BD | None | Charitable | $5,000 | ||||
| Horizons | |||||||||
| None | Charitable | $5,000 | 405 Oak St | Steamboat Springs | CO | 80477 | |||
| Brain Injury Association of MA | |||||||||
| None | Charitable | $10,000 | 30 Lyman St | Westborough | MA | 01581 | |||
| Rotary Club of Cohasset | |||||||||
| None | Charitable | $500 | PO Box 36 | Cohasset | MA | 02025 | |||
| The San Diego Foundation | |||||||||
| None | Charitable | $1,000 | 2508 Historic Decatur Rd | San Diego | CA | 92106 | |||
| Boston Childrens Hospital Trust | |||||||||
| None | Charitable | $250 | 401 Park Drive | Boston | MA | 02215 | |||
| Cohasset Appalachian Service Project | |||||||||
| None | Charitable | $200 | 41 Highland Ave | Cohasset | MA | 02025 | |||
| Milestones for Children | |||||||||
| None | Charitable | $100 | PO Box 235 | Cohasset | MA | 02025 | |||
| Cohasset Education Foundation | |||||||||
| None | Charitable | $1,000 | PO Box 309 | Cohasset | MA | 02025 | |||
| Thayer Academy | |||||||||
| None | Charitable | $500 | 745 Washington St | Braintree | MA | 02184 | |||
| Bridge Over Troubled Waters | |||||||||
| None | Charitable | $200 | 47 West St | Boston | MA | 02111 | |||
| Cohasset Food Pantry | |||||||||
| None | Charitable | $500 | 129 S Main St | Cohasset | MA | 02025 | |||
| Reebok Cross Fit | |||||||||
| None | Charitable | $100 | 112 Lincoln St | Hingham | MA | 02043 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Contributions | Desc |
| Related Or Exempt Function Incm | $25,000 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,273 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$4,919 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,354 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,354 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Foundation places funds in interest and dividend bearing accounts |
| 1a | Foundation receives contributions for charitable purposes |
| 8 | Foundation invests funds which are traded periodically to produce either gains or losses |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Edwin Gwendolyn Baldry | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Border St | AddressLine1Txt |
| City | Cohasset | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| shs Prdntl Sht Trm Corp Bond | 2015-01 | P | 2015-11 | $12 | $12 | |
| shs Pimco All Asst | 2015-03 | P | 2015-11 | $668 | $748 | -$80 |
| shs Prudential Short Term Corp Bond | 2011-01 | P | 2015-11 | $501 | $519 | -$18 |
| shs Pimco All Asset | 2013-01 | P | 2015-11 | $20,851 | $25,568 | -$4,717 |
| shs Prudential Short Term Corp Bond | 2011-01 | P | 2015-11 | $4,271 | $4,375 | -$104 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual fund | StockNm |
| EOY Book Value | $104,028 | EOYBookValueAmt |
| EOYFMV | $98,228 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| State filing fees | $35 |
| Management fees | $150 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edwin Gwendolyn Baldry | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Border St | AddressLine1Txt |
| City | Cohasset | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02025 | ZIPCd |
Comments