WEH2 FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WEH2 FOUNDATION (EIN 27-0348355)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202221329349101707
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T10:35:00-00:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043031598PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kenneth A Najarian PC CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1420 Washington StreetAddressLine1Txt
CityBraintreeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270348355EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEH2 FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWEH2BusinessNameControlTxt
Phone7813830429PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1711 NW 1st AveAddressLine1Txt
CityDelray BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33444ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEdwin BaldryPersonNm
Person TitleTrusteePersonTitleTxt
Phone7813830429PhoneNum
Signature2022-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEdwinPersonFirstNm
Person LastBaldryPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKenneth NajarianPreparerPersonNm
PTINP01208051PTIN
Phone7813803500PhoneNum
Preparation2022-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$406,564FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$198,750ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,181DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,181DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,516NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39,459GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,584CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$216,447TotalRevAndExpnssAmt
Total Net Invst Incm$13,765TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$185OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$185OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$185TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$185TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,442ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,442ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,627TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$185TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,442TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$172,820ExcessRevenueOverExpensesAmt
Net Investment Income$13,580NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,098CashBOYAmt
Cash EOY$6,096CashEOYAmt
Cash EOYFMV$6,096CashEOYFMVAmt
Corporate Stock BOY$156,692CorporateStockBOYAmt
Corporate Stock EOY$334,514CorporateStockEOYAmt
Corporate Stock EOYFMV$400,468CorporateStockEOYFMVAmt
Total Assets BOY$167,790TotalAssetsBOYAmt
Total Assets EOY$340,610TotalAssetsEOYAmt
Total Assets EOYFMV$406,564TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$167,790RetainedEarningBOYAmt
Retained Earning EOY$340,610RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$167,790TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$340,610TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$167,790TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$340,610TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$167,790TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$172,820ExcessRevenueOverExpensesAmt
Subtotal$340,610SubtotalAmt
Tot Net Ast Or Fund Balances EOY$340,610TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,584CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$189InvestmentIncomeExciseTaxAmt
Subtotal$189SubtotalAmt
Tax Based On Investment Income$189TaxBasedOnInvestmentIncomeAmt
Tax Due$189TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksEdwin BaldryIndividualWithBooksNm
Phone7817714686PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1126 Border StAddressLine1Txt
CityCohassetCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Edwin Baldry
711 NW 1st AveDelray BeachFL33444Trustee002.00$0
Gwendolyn Baldry
711 NW 1st AveDelray BeachFL33444Trustee002.00$0
Inta Hall
9 Boulder Glen RdHinghamMA02043Trustee002.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Charitable donations to selected organizationsDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$305,241AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,753AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$312,994TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$312,994AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,695CashDeemedCharitableAmt
Net Vl Noncharitable Assets$308,299NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,415MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,415MinimumInvestmentReturnAmt
Tax Based On Investment Income$189TaxBasedOnInvestmentIncomeAmt
Total Tax$189TotalTaxAmt
Distributable Before Adj$15,226DistributableBeforeAdjAmt
Distributable Before Ded$15,226DistributableBeforeDedAmt
Distributable As Adjusted$15,226DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,442ExpensesAndContributionsAmt
Qualifying Distributions$43,442QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,226DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$30,850ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$38,587ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$27,090ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,236ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$35,185ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$146,948TotalExcessDistributionCyovAmt
Qualifying Distributions$43,442QualifyingDistributionsAmt
Applied To Current Year$15,226AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,216RemainingDistriFromCorpusAmt
Total Corpus$175,164TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$30,850ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$144,314ExcessDistriCyovToNextYrAmt
Excess From Year4$38,587ExcessFromYear4Amt
Excess From Year3$27,090ExcessFromYear3Amt
Excess From Year2$15,236ExcessFromYear2Amt
Excess From Year1$35,185ExcessFromYear1Amt
Excess From Current Year$28,216ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEdwin and Gwendolyn BaldryContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WPY Year Up
45 Milk StBostonMA02109NoneCharitable$5,000
American Red Cross
101 Station LandingMedfordMA02155NoneCharitable$5,000
Feeding South Florida
2501 SW 32nd TerracePembroke ParkFL33023NoneCharitable$5,000
Father Bill's Mainspring
38 Broad StQuincyMA02169NoneCharitable$5,000
Brain Injury Assoc of MA
30 Lyman StWestboroughMA01581NoneCharitable$15,000
Horizon's Specialized Svc
405 Oak StSteamboat SpringsCO80477NoneCharitable$5,000
Pan Mass Challenge
77 4th AveNeedhamMA02494NoneCharitable$512
HIT Corp
126 SE 7th AveDelray BeachFL33483NoneCharitable$930
Watts 2 Boston
PO Box 934WestwoodMA02090NoneCharitable$500
Operation Hat Trick
1 10th StHamptonNH03842NoneCharitable$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,442TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescContributionsDesc
Related Or Exempt Function Incm$198,750RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,181RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,516RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$216,447RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$216,447TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4Foundation places funds in interest and dividend bearing accounts
1aFoundation receives contributions for charitable purposes
8Foundation invests funds which are traded periodically to produce either gains or losses

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEdwin BaldryContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1711 NW 1st AveAddressLine1Txt
CityDelray BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP22333ZIPCd
FieldValueIRS element (for citing)
Total Contributions$198,750TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
shs Thornburg Income Builder2020-06P2021-06$1,302$1,144$158
shs Thornburg Income Builder2015-01P2021-06$33,573$29,799$3,774

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMutual fundStockNm
EOY Book Value$334,514EOYBookValueAmt
EOYFMV$400,468EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
State filing fees$35$35
Management fees$150$150

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEdwin Gwendolyn BaldryPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1126 Border StAddressLine1Txt
CityCohassetCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02025ZIPCd

Taxes Schedule TaxesSchedule

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