WEH2 FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WEH2 FOUNDATION (EIN 27-0348355)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-11
IRS object ID
202032249349100103
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-11T10:42:45-00:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-08-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKenneth NajarianPreparerPersonNm
Phone7813803500PhoneNum
Preparation2020-08-11PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$226,097FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$4,166DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,166DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,401NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,143GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,643CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,567TotalRevAndExpnssAmt
Total Net Invst Incm$5,809TotalNetInvstIncmAmt
Taxes Rev And Expnss$174TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$220OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$394TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,074ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,074ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,468TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,074TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,901ExcessRevenueOverExpensesAmt
Net Investment Income$5,809NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,283CashBOYAmt
Cash EOY$14,661CashEOYAmt
Cash EOYFMV$14,661CashEOYFMVAmt
Corporate Stock BOY$194,389CorporateStockBOYAmt
Corporate Stock EOY$193,110CorporateStockEOYAmt
Corporate Stock EOYFMV$211,436CorporateStockEOYFMVAmt
Total Assets BOY$227,672TotalAssetsBOYAmt
Total Assets EOY$207,771TotalAssetsEOYAmt
Total Assets EOYFMV$226,097TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$227,672RetainedEarningBOYAmt
Retained Earning EOY$207,771RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$227,672TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$207,771TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$227,672TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$207,771TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$227,672TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,901ExcessRevenueOverExpensesAmt
Subtotal$207,771SubtotalAmt
Tot Net Ast Or Fund Balances EOY$207,771TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,643CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$35,878AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$178,327NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000000.201192DistributionYr1Rt
Adjusted Qlfy Distri Yr2$38,551AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$30,850AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$24,350AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$27,636AdjustedQlfyDistriYr5Amt
Total Distribution000000.201192TotalDistributionRt
Average Distribution000000.040238AverageDistributionRt
Net Vl Noncharitable Assets$217,923NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,769AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$58NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,827AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,074QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$58InvestmentIncomeExciseTaxAmt
Subtotal$58SubtotalAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Tax Due$58TaxDueAmt

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 RqrfalseComplyWithPublicInspRqrInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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$26,468Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$197,270AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,972AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$221,242TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$221,242AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,319CashDeemedCharitableAmt
Net Vl Noncharitable Assets$217,923NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,896MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,896MinimumInvestmentReturnAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Total Tax$58TotalTaxAmt
Distributable Before Adj$10,838DistributableBeforeAdjAmt
Distributable Before Ded$10,838DistributableBeforeDedAmt
Distributable As Adjusted$10,838DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,074ExpensesAndContributionsAmt
Qualifying Distributions$26,074QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$58PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$26,016AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,838DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$27,636ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,350ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,850ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$38,587ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$27,090ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$148,513TotalExcessDistributionCyovAmt
Qualifying Distributions$26,074QualifyingDistributionsAmt
Applied To Current Year$10,838AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,236RemainingDistriFromCorpusAmt
Total Corpus$163,749TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$27,636ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$136,113ExcessDistriCyovToNextYrAmt
Excess From Year4$24,350ExcessFromYear4Amt
Excess From Year3$30,850ExcessFromYear3Amt
Excess From Year2$38,587ExcessFromYear2Amt
Excess From Year1$27,090ExcessFromYear1Amt
Excess From Current Year$15,236ExcessFromCurrentYearAmt

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 (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Pan Mass Challenge
77 4th AvenueNeedhamMA02494NoneCharitable$6,023
Jar Heads MC Victims - Go Fund Me
855 Jefferson AveRedwood CityCA94063NoneCharitable$500
Clean Water Action
88 Broad StBostonMA02110NoneCharitable$250
PayPal Giving Fund
1250 I StreetWashingtonDC20005NoneCharitable$7,188
Cancer Research
29 BroadwayNew YorkNY10006NoneCharitable$250
Boston Medical Center
801 Massachusetts AveBostonMA02118NoneCharitable$5,500
GoFundMe - All in for Allison
855 Jefferson AveRedwood CityCA94063NoneCharitable$210
B Foundation
101 Rockland CircleWilmingtonDE19803NoneCharitable$50
Delta Upsilon Education
8705 Founder RdIndianapolisIN46268NoneCharitable$5,000
Boca Helping Hands
1500 NW 1st CtBoca RatonFL33432NoneCharitable$250
Brain Injury Assoc of Mass
30 Lyman StWestboroughMA01581NoneCharitable$253
Semper Fi Fund
825 College BlvdOceansideCA92057NoneCharitable$100
HIT Corp
390 S Ocean BlvdDelray BeachFL33483NoneCharitable$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,074TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescContributionsDesc

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,166RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,643RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$758RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,567RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,567TotalIncomeProducingActyAmt

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

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 Invesco Equ S P 5002018-12P2019-06$39$34$5
shs Invesco Equ S P 5002017-01P2019-10$6,461$5,708$753

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMutual fundStockNm
EOY Book Value$193,110EOYBookValueAmt
EOYFMV$211,436EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
State filing fees$70
Management fees$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

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Tax on investment income$64
Foreign tax paid$110

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