WEH2 FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WEH2 FOUNDATION (EIN 27-0348355)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201431329349101563
- Schema version
- 2013v3.1
- 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 | 2014-05-12T11:55:42-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth A Najarian PC CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 Hancock St | AddressLine1 |
| City | Braintree | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Cohasset | City |
| State | MA | State |
| ZIP Code | 02025 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edwin Baldry | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-05-09 | 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 | 2014-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $107,939 | 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 | $2,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$235 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,692 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $225 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $225 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,467 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,841 | CashBOYAmt |
| Cash EOY | $100 | CashEOYAmt |
| Cash EOYFMV | $100 | CashEOYFMVAmt |
| Corporate Stock BOY | $88,366 | CorporateStockBOYAmt |
| Corporate Stock EOY | $107,839 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $107,839 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $107,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,939 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,939 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $107,207 | RetainedEarningBOYAmt |
| Retained Earning EOY | $107,939 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,939 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $732 | ExcessRevenueOverExpensesAmt |
| Subtotal | $107,939 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $107,939 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Prudential Short Term Bond Fund | P | 2013-05-13 | 2013-11-08 | $14 | $14 | ||
| Pimco All Asset All Authority Fund | P | 2013-01-22 | 2013-10-30 | $597 | $637 | -$40 | -$40 |
| Prudential Short Term Corp Bond Fund | P | 2011-01-28 | 2013-11-08 | $159 | $164 | -$5 | -$5 |
| Prudential Short Term Corp Bond | P | 2011-01-28 | 2013-11-08 | $8,963 | $9,153 | -$190 | -$190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$235 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$40 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $112,651 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.158454 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $80,215 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.245590 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,635 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $73,818 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.333726 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,325 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.225606 | DistributionYr4Rt |
| Total Distribution | 000.963376 | TotalDistributionRt |
| Average Distribution | 000.240844 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $109,449 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,360 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,385 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,500 | 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 | $25 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25 | SubtotalAmt |
| Tax Based On Investment Income | $25 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $25 | TaxDueAmt |
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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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 | AddressLine1 |
| City | Cohasset | City |
| State | MA | State |
| ZIP Code | 02025 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $26,500 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $107,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,116 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $111,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25 | TotalTaxAmt |
| Distributable Before Adj | $5,447 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,447 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,447 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $25 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,447 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $7,784 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,726 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,257 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,711 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,447 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,053 | RemainingDistriFromCorpusAmt |
| Total Corpus | $77,764 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $77,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,784 | ExcessFromYear4Amt |
| Excess From Year3 | $20,944 | ExcessFromYear3Amt |
| Excess From Year2 | $15,726 | ExcessFromYear2Amt |
| Excess From Year1 | $12,257 | ExcessFromYear1Amt |
| Excess From Current Year | $21,053 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Cohasset Rotary Club | ||||||
| PO Box 36 | Cohasset | MA | 02025 | None | Charitable | $1,000 |
| Horizons | ||||||
| 405 Oak St | Steamboat Springs | CO | 80477 | None | Charitable | $5,000 |
| American Heart Assoc | ||||||
| PO Box 417005 | Boston | MA | 02241 | None | Charitable | $250 |
| Brain Injury Assoc of Mass | ||||||
| 30 Lyman St | Westborough | MA | 01581 | None | Charitable | $9,250 |
| Pulmonary Fibrosis Foundation | ||||||
| 230 East Ohio St | Chicago | IL | 60611 | None | Charitable | $250 |
| Milestones for Children | ||||||
| PO Box 235 | Cohasset | MA | 02025 | None | Charitable | $250 |
| Blythedale Childrens Hospital | ||||||
| 95 Bradhurst Ave | Valhalla | NY | 10595 | None | Charitable | $5,000 |
| ICD Foundation | ||||||
| 580 California St | San Francisco | CA | 94104 | None | Charitable | $2,500 |
| Tri Town Scholarship | ||||||
| 521 Summer St | Rockland | MA | 02370 | None | Charitable | $1,000 |
| Lake Tahoe Maritime Museum | ||||||
| 5205 W Lake Blvd | Homewood | CA | 96141 | None | Charitable | $500 |
| Derby Academy Annual Fund | ||||||
| 56 Burditt Ave | Hingham | MA | 02043 | None | Charitable | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,500 | 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 | $2,692 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$235 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,457 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,457 | 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 | AddressLine1 |
| City | Cohasset | City |
| State | MA | State |
| ZIP Code | 02025 | ZIPCode |
| 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 (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| Prudential Short Term Bond Fund | 2013-05 | P | 2013-11 | $14 | $14 | |
| Pimco All Asset All Authority Fund | 2013-01 | P | 2013-10 | $597 | $637 | -$40 |
| Prudential Short Term Corp Bond Fund | 2011-01 | P | 2013-11 | $159 | $164 | -$5 |
| Prudential Short Term Corp Bond | 2011-01 | P | 2013-11 | $8,963 | $9,153 | -$190 |
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 | $107,839 | EOYBookValueAmt |
| EOYFMV | $107,839 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other fees | $40 | $40 |
| State filing fees | $35 | $35 |
| Investment fees | $150 | $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 | AddressLine1 |
| City | Cohasset | City |
| State | MA | State |
| ZIP Code | 02025 | ZIPCode |
Comments