WEH2 FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WEH2 FOUNDATION (EIN 27-0348355)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201801349349103415
Schema version
2017v2.3
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)
Return2018-05-14T03:44:29-00:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kenneth A Najarian PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1420 Washington StreetAddressLine1Txt
CityBraintreeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKenneth NajarianPreparerPersonNm
Phone7813803500PhoneNum
Preparation2018-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.149.143.253IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-14IPDt
IP Tm13:12:27IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id63300401655FDD504F3B02C715ED14E0A24D9E9AAtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$149,510FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,321DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,321DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$592NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,402GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$276CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$54,229TotalRevAndExpnssAmt
Total Net Invst Incm$3,597TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$185OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$185TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,587ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,587ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,772TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,587TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,457ExcessRevenueOverExpensesAmt
Net Investment Income$3,597NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,860CashBOYAmt
Cash EOY$5,403CashEOYAmt
Cash EOYFMV$5,403CashEOYFMVAmt
Corporate Stock BOY$106,134CorporateStockBOYAmt
Corporate Stock EOY$139,048CorporateStockEOYAmt
Corporate Stock EOYFMV$144,107CorporateStockEOYFMVAmt
Total Assets BOY$128,994TotalAssetsBOYAmt
Total Assets EOY$144,451TotalAssetsEOYAmt
Total Assets EOYFMV$149,510TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$128,994RetainedEarningBOYAmt
Retained Earning EOY$144,451RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$128,994TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$144,451TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$128,994TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$144,451TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$128,994TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,457ExcessRevenueOverExpensesAmt
Subtotal$144,451SubtotalAmt
Tot Net Ast Or Fund Balances EOY$144,451TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$276CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$30,850AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$24,350AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$27,636AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$26,475AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$109,449NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.241893DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,850AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$112,651NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.158454DistributionYr5Rt
Total Distribution000.400347TotalDistributionRt
Average Distribution000.080069AverageDistributionRt
Net Investment Income Pct$36NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$38,587QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$36InvestmentIncomeExciseTaxAmt
Subtotal$36SubtotalAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Tax Due$36TaxDueAmt

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
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

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
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Total Tax$36TotalTaxAmt
Distributable Before Adj$36DistributableBeforeAdjAmt
Distributable Before Ded$36DistributableBeforeDedAmt
Distributable As Adjusted-$36DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,587ExpensesAndContributionsAmt
Qualifying Distributions$38,587QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$36PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,551AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted-$36DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$12,257ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$21,053ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$27,636ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$24,350ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,850ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$116,146TotalExcessDistributionCyovAmt
Qualifying Distributions$38,587QualifyingDistributionsAmt
Remaining Distri From Corpus$38,587RemainingDistriFromCorpusAmt
Total Corpus$154,733TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$12,293ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$142,440ExcessDistriCyovToNextYrAmt
Excess From Year4$21,017ExcessFromYear4Amt
Excess From Year3$27,636ExcessFromYear3Amt
Excess From Year2$24,350ExcessFromYear2Amt
Excess From Year1$30,850ExcessFromYear1Amt
Excess From Current Year$38,587ExcessFromCurrentYearAmt

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 (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
National MS Society
101A First AveWalthamMA02451NoneCharitable$500
EB Breathe and Believe
364 Boylston StBostonMA02116NoneCharitable$106
Schoolworld
376 Boylston StBostonMA02116NoneScholarship$100
South Shore Art Center
119 Ripley RdCohassetMA02025NoneScholarship$2,600
Community Newspaper Co
Parker StCohassetMA02025NoneScholarship$1,545
Pan Mass Challenge
77 4th AvenueNeedhamMA02494NoneCharitable$511
Grubstreet
162 Boylston StBostonMA02116NoneScholarship$100
United Way of Atlanta
100 Edgewood Ave NEAtlantaGA30303NoneCharitable$2,500
Bermuda Youth Rugby
NoneCharitable$10,000PO Box HM 1909HamiltonBD
Network for Good
7920 Norfold AveBethesdaMD20814NoneCharitable$1,000
Alyssa Sleadd
5500 Campanile DrSan DiegoCA92182NoneScholarship$1,000
That's Right Safety First
9 Boulder Glen RdHinghamMA02043NoneCharitable$275
Kim Tran
9 Boulder Glen RdHInghamMA02043NoneCharitable$500
Scituate Animal Shelter
780 Chief Justice Cushing HwyScituateMA02066NoneCharitable$500
Sandy Beach Assn
345 Atlantic AveCohassetMA02025NoneCharitable$250
Horizons
405 Oak StSteamboat SpringsCO80477NoneCharitable$5,000
Bill Barton
Parker StCohassetMA02025NoneCharitable$500
Brain Injury Assoc of Mass
30 Lyman StWestboroughMA01581NoneCharitable$10,000
Eric Schwartz Scholarship Fund
60 Pleasant StAshlandMA01721NoneScholarship$1,000
St Andrews Church
17 Church StHanoverMA02339NoneCharitable$100
Cohasset Rotary Club
PO Box 36CohassetMA02025NoneCharitable$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,587TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescContributionsDesc
Related Or Exempt Function Incm$51,500RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,321RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$592RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$54,229RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,229TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Edwin Gwendolyn Baldry
1126 Border StCohassetMA02025$50,000Yes (X)
The ICD Foundation
2California StSan FranciscoCA94111$1,500Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
Prudential Short Term Corp Bond Fd2017-08P2017-11$12$12
Prudential Short Term Corp Bond Fd2011-01P2017-11$20,114$21,002-$868

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMutual fundStockNm
EOY Book Value$139,048EOYBookValueAmt
EOYFMV$144,107EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
State filing fees$35
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

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