WEH2 FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WEH2 FOUNDATION (EIN 27-0348355)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201923109349100342
- Schema version
- 2018v3.1
- 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
- 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 | 2019-11-06T12:28:10-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth A Najarian PC CPA | 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 | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 711 NW 1st Ave | AddressLine1Txt |
| City | Delray Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33444 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edwin Baldry | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-11-06 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth Najarian | PreparerPersonNm |
| Phone | 7813803500 | PhoneNum |
| Preparation | 2019-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.48.59.91 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-06 | IPDt |
| IP Tm | 17:24:41 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 63300401655FDD504F3B02C715ED14E0A24D9E9A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 63300401655FDD504F3B02C715ED14E0A24D9E9A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $216,387 | 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 | $113,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $43 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,018 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,018 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,323 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,323 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $119,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,384 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $36 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,942 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,942 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,384 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,403 | CashBOYAmt |
| Cash EOY | $33,283 | CashEOYAmt |
| Cash EOYFMV | $33,283 | CashEOYFMVAmt |
| Corporate Stock BOY | $139,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $194,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $183,104 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $144,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $216,387 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $144,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $227,672 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $144,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $227,672 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $144,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $227,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $144,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,221 | ExcessRevenueOverExpensesAmt |
| Subtotal | $227,672 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $227,672 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,323 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,323 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,551 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $30,850 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $24,350 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $27,636 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $26,475 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $109,449 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.241893 | DistributionYr5Rt |
| Total Distribution | 000.241893 | TotalDistributionRt |
| Average Distribution | 000.048379 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $178,327 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,627 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $64 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,691 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,942 | 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 | $64 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $64 | SubtotalAmt |
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $64 | 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 |
| 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 |
| 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 |
|---|---|---|---|---|---|---|
| Edwin Baldry | ||||||
| 711 NW 1st Ave | Delray Beach | FL | 33444 | Trustee | 002.00 | $0 |
| Gwendolyn Baldry | ||||||
| 711 NW 1st Ave | Delray Beach | FL | 33444 | 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 | $36,163 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $166,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,343 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $181,043 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $181,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $178,327 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64 | TotalTaxAmt |
| Distributable Before Adj | $8,852 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,852 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,852 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,942 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,942 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $64 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,878 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,852 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $21,017 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,636 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,350 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,850 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,587 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $142,440 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,942 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,090 | RemainingDistriFromCorpusAmt |
| Total Corpus | $169,530 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,017 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $148,513 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,636 | ExcessFromYear4Amt |
| Excess From Year3 | $24,350 | ExcessFromYear3Amt |
| Excess From Year2 | $30,850 | ExcessFromYear2Amt |
| Excess From Year1 | $38,587 | ExcessFromYear1Amt |
| Excess From Current Year | $27,090 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| American Heart Association | |||||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | None | Charitable | $500 | |||
| Go Fund Me | |||||||||
| 855 Jefferson Ave | Redwood City | CA | 94063 | None | Charitable | $525 | |||
| Children's Specialized Hospital | |||||||||
| 150 New Providence Rd | Mountainside | NJ | 07092 | None | Charitable | $500 | |||
| San Diego Foundation | |||||||||
| 208 Historic Decatur Rd | San Diego | CA | 92106 | None | Charitable | $5,000 | |||
| Cure PSP | |||||||||
| 1216 Broadway | New York | NY | 10001 | None | Charitable | $500 | |||
| Parkinson's UK | |||||||||
| None | Charitable | $729 | 10 Woodholm Rd | Sheffield | UK | ||||
| Arthritis Research | |||||||||
| None | Charitable | $729 | St Marys Ct | Chesterfield | UK | ||||
| Louis D Price Peace In | |||||||||
| 15 Christopher St | Dorchester | MA | 02122 | None | Charitable | $200 | |||
| Hawai'i Community Foundation | |||||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | None | Charitable | $1,000 | |||
| Pan Mass Challenge | |||||||||
| 77 4th Avenue | Needham | MA | 02494 | None | Charitalbe | $256 | |||
| Brain Injury Assoc of Mass | |||||||||
| 30 Lyman St | Westborough | MA | 01581 | None | Charitable | $10,003 | |||
| American Red Cross | |||||||||
| 2025 E St NW | Washington | DC | 20001 | None | Charitable | $5,500 | |||
| Horizon's | |||||||||
| 405 Oak St | Steamboat Springs | CO | 80477 | None | Charitable | $10,000 | |||
| Family Promise | |||||||||
| 71 Summit Ave | Summit | NJ | 07901 | None | Charitable | $500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,942 | 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 | $113,000 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,018 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,323 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $119,384 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,384 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Edwin Gwendolyn Baldry | ||||||
| 1 | 126 Border St | Cohasset | MA | 02025 | $100,000 | Yes (X) |
| The ICD Foundation | ||||||
| 2 | California St | San Francisco | CA | 94111 | $13,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual fund | StockNm |
| EOY Book Value | $194,389 | EOYBookValueAmt |
| EOYFMV | $183,104 | 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on investment income | CategoryTxt |
| Amt | $36 | Amt |
Comments