WEH2 FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WEH2 FOUNDATION (EIN 27-0348355)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-08
IRS object ID
201711289349100921
Schema version
2016v3.0
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)
Return2017-05-08T12:13:56-00:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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
ZIP021844754ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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 Line1126 Border StAddressLine1Txt
CityCohassetCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEdwin BaldryPersonNm
Person TitleTrusteePersonTitleTxt
Signature2017-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKenneth NajarianPreparerPersonNm
Phone7813803500PhoneNum
Preparation2017-05-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.149.143.253IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-08IPDt
IP Tm14:59:17IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id99FEA92BE829B3C877B7791BC592180C43055910AtSubmissionCreationDeviceId
At Submission Filing Device Id99FEA92BE829B3C877B7791BC592180C43055910AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$124,402FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,120ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,108DividendsRevAndExpnssAmt
Dividends Adj Net Incm$2,108DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$52,228TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$2,108TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$185OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$185OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$185TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$185TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,035TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$185TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$30,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,193ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,923AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,773CashBOYAmt
Cash EOY$22,860CashEOYAmt
Cash EOYFMV$22,860CashEOYFMVAmt
Corporate Stock BOY$104,028CorporateStockBOYAmt
Corporate Stock EOY$106,134CorporateStockEOYAmt
Corporate Stock EOYFMV$101,542CorporateStockEOYFMVAmt
Total Assets BOY$107,801TotalAssetsBOYAmt
Total Assets EOY$128,994TotalAssetsEOYAmt
Total Assets EOYFMV$124,402TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$107,801RetainedEarningBOYAmt
Retained Earning EOY$128,994RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$107,801TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$128,994TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$107,801TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$128,994TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$107,801TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,193ExcessRevenueOverExpensesAmt
Subtotal$128,994SubtotalAmt
Tot Net Ast Or Fund Balances EOY$128,994TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,350AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$27,636AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$26,475AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$109,449NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.241893DistributionYr3Rt
Adjusted Qlfy Distri Yr4$17,850AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$112,651NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.158454DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,700AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$80,215NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.245590DistributionYr5Rt
Total Distribution000.645937TotalDistributionRt
Average Distribution000.129187AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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

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
126 Border StCohassetMA02025Trustee002.00$0
Gwendolyn Baldry
126 Border StCohassetMA02025Trustee002.00$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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,850ExpensesAndContributionsAmt
Qualifying Distributions$30,850QualifyingDistributionsAmt
Adjusted Qualifying Distri$30,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$15,726ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,257ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,053ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$27,636ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,350ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$101,022TotalExcessDistributionCyovAmt
Qualifying Distributions$30,850QualifyingDistributionsAmt
Remaining Distri From Corpus$30,850RemainingDistriFromCorpusAmt
Total Corpus$131,872TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$15,726ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$116,146ExcessDistriCyovToNextYrAmt
Excess From Year4$12,257ExcessFromYear4Amt
Excess From Year3$21,053ExcessFromYear3Amt
Excess From Year2$27,636ExcessFromYear2Amt
Excess From Year1$24,350ExcessFromYear1Amt
Excess From Current Year$30,850ExcessFromCurrentYearAmt

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 (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
Network for Good
7920 Norfolk AveBethesdaMD20814NoneCharitable$5,000
Cohasset Appalachian Service Project
41 Highland AveCohassetMA02025NoneCharitable$250
National MS Society
101A First AveWalthamMA02451NoneCharitable$500
The San Diego Foundation
2508 Historic Decatur RdSan DiegoCA92106NoneCharitable$500
Red Cross
2025 E Street NWWashingtonDC20006NoneCharitable$500
Brain Injury Association of MA
30 Lyman STWestboroughMA01581NoneCharitable$10,000
Rotary Club of Cohasset
PO Box 36CohassetMA02025NoneCharitable$500
Pan Mass Challenge
77 4th AvenueNeedhamMA02494NoneCharitable$500
Cohasset Maritime Institute
40 Parker AveCohassetMA02025NoneCharitable$600
Boston Bruins Foundation
100 Legends WayBostonMA02114NoneCharitable$500
Horizons
405 Oak StSteamboat SpringsCO80477NoneCharitable$5,000
Beyond Bermuda Rugby
NoneCharitable$5,000PO Box HM 1909HamiltonBD
BEIT T'ShuvaH
8831 Venice BlvdLos AngelesCA90034NoneCharitable$500
Liam & Friends for a Cure
165 Granite STMedfieldMA02052NoneCharitable$500
Rayini Herrera
650 Lenox AveMiami BeachFL33139NoneCharitable$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescContributionsDesc
Related Or Exempt Function Incm$50,120RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,108RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$52,228RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$52,228TotalIncomeProducingActyAmt

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 Gwendolyn BaldryContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1126 Border StAddressLine1Txt
CityCohassetCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02025ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,120TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMutual fundStockNm
EOY Book Value$106,134EOYBookValueAmt
EOYFMV$101,542EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
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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