WEH2 FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WEH2 FOUNDATION (EIN 27-0348355)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-03-05
- IRS object ID
- 202500649349100020
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-05T12:05:23-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453536440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAST COAST TAX CONSULTING GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5550 GLADES ROAD SUITE 500 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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 | 1901 S OCEAN BLVD 2 | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33483 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWIN BALDRY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7813830429 | PhoneNum |
| Signature | 2025-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01247114 | PTIN |
| Phone | 5618269303 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $307,572 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,562 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,562 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,562 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,570 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,200 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,762 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,562 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $158 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,499 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,499 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,325 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,582 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,562 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,137 | CashBOYAmt |
| Cash EOY | $5,940 | CashEOYAmt |
| Cash EOYFMV | $5,940 | CashEOYFMVAmt |
| Corporate Stock BOY | $317,502 | CorporateStockBOYAmt |
| Corporate Stock EOY | $254,127 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $301,632 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $324,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $260,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $307,572 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $324,639 | RetainedEarningBOYAmt |
| Retained Earning EOY | $260,067 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $324,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $260,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $324,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $260,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $324,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,325 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $285,314 | SubtotalAmt |
| Other Decreases | $25,247 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $260,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SPDR S&P DIVIDEND ETF | P | 2021-06-16 | 2023-08-24 | $40,060 | $40,992 | -$932 | -$932 |
| INVESCO EQUALLY WEIGHTED S&P FUND CL A | P | 2017-01-03 | 2023-07-31 | $500 | $378 | $122 | $122 |
| CAPITAL GAINS DIVIDENDS | P | $2,010 | $2,010 | $2,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,200 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $105 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $120 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $15 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDWIN BALDRY | IndividualWithBooksNm |
| Phone | 7817714686 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S OCEAN BLVD UNIT 2 | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334836460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWIN BALDRY | ||||||||
| 1901 S OCEAN BLVD APT 2 | DELRAY BEACH | FL | 33483 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GWENDOLYN BALDRY | ||||||||
| 1429 HIGHLAND LANE | DELRAY BEACH | FL | 33444 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE DONATIONS TO SELECT ORGANIZATIONS | Description1Txt |
| Expenses1 | $45,499 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $298,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $309,595 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $309,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,644 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $304,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105 | TotalTaxAmt |
| Distributable Before Adj | $15,143 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,143 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,143 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,499 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,143 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,090 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,236 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,185 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,216 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,081 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,808 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,143 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,356 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $141,164 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $27,090 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $114,074 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,236 | ExcessFromYear4Amt |
| Excess From Year3 | $35,185 | ExcessFromYear3Amt |
| Excess From Year2 | $28,216 | ExcessFromYear2Amt |
| Excess From Year1 | $5,081 | ExcessFromYear1Amt |
| Excess From Current Year | $30,356 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWIN BALDRY | ContributingManagerNm |
| Contributing Manager | GWENDOLYN BALDRY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| THE VINCENT CLUB | |||||
| 71 BRIMMER STREET | BOSTON | MA | 02108 | CHARITABLE | $1,000 |
| PAPANICOLAOU CORPS FOR CANCER | |||||
| 1191 E NEWPORT CENTER DRIVE STE 107 | DERRFIELD BEACH | FL | 33442 | CHARITABLE | $311 |
| FRIENDS OF THE IDF | |||||
| PO BOX 4224 | NEW YORK | NY | 10163 | CHARITABLE | $525 |
| FEEDING SOUTH FLORIDA | |||||
| 2501 SW 32ND TERRACE | PEMBROKE PINES | FL | 33023 | CHARITABLE | $3,600 |
| ALZHEIMER'S ASSOCIATION | |||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | CHARITABLE | $1,000 |
| PAN MASS CHALLENGE | |||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | CHARITABLE | $1,027 |
| BRAIN INJURY ASSOCIATION OF MASS | |||||
| 30 LYMAN STREET | WESTBOROUGH | MA | 01581 | CHARITABLE | $15,003 |
| EXPECT MIRACLES FOUNDATION | |||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | CHARITABLE | $250 |
| PAYPAL SOCIAL SERVICES | |||||
| 2211 N 1ST STREET | SAN JOSE | CA | 95131 | CHARITABLE | $100 |
| SP PALM AUTOGRAPH | |||||
| 10300 FOREST HILL BLVD 118 | WELLINGTON | FL | 33414 | CHARITABLE | $1,017 |
| GO FUND ME | |||||
| 855 JEFFERSON AVENUE | REDWOOD CITY | CA | 94059 | CHARITABLE | $2,525 |
| RAZZLE DAZZLE | |||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | CHARITABLE | $363 |
| SDSU ENDOWMENT | |||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | CHARITABLE | $15,000 |
| SDSU ALUMNI ENG | |||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | CHARITABLE | $2,500 |
| MICHAELJFOXORG | |||||
| PO BOX 4777 | NEW YORK | NY | 10163 | CHARITABLE | $258 |
| GO FUND ME | |||||
| 855 JEFFERSON AVENUE | REDWOOD CITY | CA | 94059 | CHARITABLE | $1,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,499 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,562 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,200 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,762 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,762 | 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 |
|---|---|
| 1A | FOUNDATION RECEIVES CONTRIBUTIONS FOR CHARITABLE PURPOSES |
| 4 | FOUNDATION PLACES FUNDS IN INTEREST AND DIVIDEND BEARING ACCOUNTS |
| 8 | FOUNDATION INVESTS FUNDS WHICH ARE TRADED TO PRODUCE GAINS/LOSSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $254,127 | EOYBookValueAmt |
| EOYFMV | $301,632 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN ASSET VALUE | Desc |
| Amt | $25,247 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $180 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $158 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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