WEH2 FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WEH2 FOUNDATION (EIN 27-0348355)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-12
IRS object ID
201511329349101566
Schema version
2014v5.0
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)
Return2015-05-12T09:43:06-00:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Line178 Hancock StAddressLine1Txt
CityBraintreeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKenneth NajarianPreparerPersonNm
Phone7813803500PhoneNum
Preparation2015-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$103,000FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,512DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,512TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$60TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,636ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,636ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,696TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,636TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,816ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$100CashBOYAmt
Cash EOY$2,006CashEOYAmt
Cash EOYFMV$2,006CashEOYFMVAmt
Corporate Stock BOY$107,839CorporateStockBOYAmt
Corporate Stock EOY$107,976CorporateStockEOYAmt
Corporate Stock EOYFMV$100,994CorporateStockEOYFMVAmt
Total Assets BOY$107,939TotalAssetsBOYAmt
Total Assets EOY$109,982TotalAssetsEOYAmt
Total Assets EOYFMV$103,000TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$107,939RetainedEarningBOYAmt
Retained Earning EOY$109,982RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$107,939TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$109,982TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$107,939TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$109,982TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$107,939TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,816ExcessRevenueOverExpensesAmt
Subtotal$112,755SubtotalAmt
Other Decreases$2,773OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$109,982TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,475AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$109,449NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.241893DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,850AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$112,651NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.158454DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$80,215NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.245590DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,635AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$73,818NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.333726DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$44,325NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.225606DistributionYr5Rt
Total Distribution001.205269TotalDistributionRt
Average Distribution000.241054AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,636QualifyingDistributionsAmt

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
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

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$27,636Expenses1Amt

Distributable Amount DistributableAmountGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,636ExpensesAndContributionsAmt
Qualifying Distributions$27,636QualifyingDistributionsAmt
Adjusted Qualifying Distri$27,636AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,784ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$20,944ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,726ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,257ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,053ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$77,764TotalExcessDistributionCyovAmt
Qualifying Distributions$27,636QualifyingDistributionsAmt
Remaining Distri From Corpus$27,636RemainingDistriFromCorpusAmt
Total Corpus$105,400TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,784ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$97,616ExcessDistriCyovToNextYrAmt
Excess From Year4$20,944ExcessFromYear4Amt
Excess From Year3$15,726ExcessFromYear3Amt
Excess From Year2$12,257ExcessFromYear2Amt
Excess From Year1$21,053ExcessFromYear1Amt
Excess From Current Year$27,636ExcessFromCurrentYearAmt

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 (14 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
Bermuda Rugby Football Union
PO Box HM 1909HamiltonBDNoneCharitable$2,500
Horizons
NoneCharitable$5,000405 Oak StSteamboat SpringsCO80477
Rotary Club of Cohasset
NoneCharitable$750PO Box 36CohassetMA02025
Brain Injury Foundation of MA
NoneCharitable$10,00030 Lyman StWestboroughMA01581
Madeline O'Grady
NoneCharitable$500115 Sohier StCohassetMA02025
Cohasset Maritime Institute
NoneCharitable$2,50040 Parker AveCohassetMA02025
National MS Society
NoneCharitable$200PO Box 845945BostonMA02284
Be The Match Foundation
NoneCharitable$5003001 Broadway Street NEMinneapolisMN55413
Delta Upsilon Educational Foundation
NoneCharitable$1,0008705 Founders RdIndianapolisIN46268
Social Service League of Cohasset
NoneCharitable$2,500PO Box 603CohassetMA02025
Virgin Money Giving
PO Box 160NorwichUKNoneCharitable$436
Autism Foundation
NoneCharitable$5004340 East West HwyBethesdaMD20814
Vermont Adaptive Org
NoneCharitable$1,000PO Box 139KillingtonVT05751
BLK Childrens Hospital
NoneCharitable$250715 W Main StreetAspenCO81611
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,636TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescContributionsDesc
Related Or Exempt Function Incm$30,000RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,512RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,512RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,512TotalIncomeProducingActyAmt

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
General RuleYes (X)GeneralRuleInd

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$30,000TotalContributionsAmt
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$107,976EOYBookValueAmt
EOYFMV$100,994EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDecrease in FMVDesc
Amt$2,773Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescState filing feesDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt

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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