WEH2 FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WEH2 FOUNDATION (EIN 27-0348355)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201211319349100241
- Schema version
- 2011v1.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T11:19:47-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth A Najarian PC CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 Hancock St | AddressLine1 |
| City | Braintree | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270348355 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEH2 Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEH2 | NameControl |
| Phone | 7813830429 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Border St | AddressLine1 |
| City | Cohasset | City |
| State | MA | State |
| ZIP Code | 02025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Edwin Baldry | Name |
| Title | Trustee | Title |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kenneth Najarian | Name |
| Phone | 7813803500 | Phone |
| Date Prepared | 2012-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 95625 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 32 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 32 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2114 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2114 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 52146 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2146 | TotalNetInvestmentIncome |
| Other Expenses Rev And Expnss | 301 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 301 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 301 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 301 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 19700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 19700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 20001 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 301 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 19700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 32145 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1845 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 65365 | CashBOY |
| Cash EOY | 10573 | CashEOY |
| Cash EOYFMV | 10573 | CashEOYFMV |
| Investments Corp Stock EOY | 86937 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 85052 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 65365 | TotalAssetsBOY |
| Total Assets EOY | 97510 | TotalAssetsEOY |
| Total Assets EOYFMV | 95625 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 65365 | CapitalStockBOY |
| Capital Stock EOY | 97510 | CapitalStockEOY |
| Total Net Assets BOY | 65365 | TotalNetAssetsBOY |
| Total Net Assets EOY | 97510 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 65365 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 97510 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 65365 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 32145 | ExcessOfRevenueOverExpenses |
| Subtotal | 97510 | Subtotal |
| Total Net Assets Fund Balances EOY | 97510 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 24635 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 73818 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.333726 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 44325 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.225606 | DistributionRatioYear2 |
| Total Distribution Ratio | 000.559332 | TotalDistributionRatio |
| Average Distribution Ratio | 000.279666 | AverageDistributionRatio |
| Net Noncharitable Assets | 80215 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22433 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 18 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 22451 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 19700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 37 | InvestmentIncomeExciseTax |
| Subtotal | 37 | Subtotal |
| Tax Based On Investment Income | 37 | TaxBasedOnInvestmentIncome |
| Tax Due | 37 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Books In Care Of Person Name | Edwin Baldry | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7817714686 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Border St | AddressLine1 |
| City | Cohasset | City |
| State | MA | State |
| ZIP Code | 02025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Edwin Baldry | ||||||
| 126 Border St | Cohasset | MA | 02025 | Trustee | 002.00 | 0 |
| Gwendolyn Baldry | ||||||
| 126 Border St | Cohasset | MA | 02025 | Trustee | 002.00 | 0 |
| Inta Hall | ||||||
| 9 Boulder Glen Rd | Hingham | MA | 02043 | Trustee | 002.00 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Charitable donations to selected organizations | Description1 |
| Expenses1 | 20001 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 43468 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 37969 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 81437 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 81437 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1222 | CashDeemedCharitable |
| Net Noncharitable Assets | 80215 | NetNoncharitableAssets |
| Minimum Investment Return | 4011 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4011 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 37 | TaxBasedOnInvestmentIncome |
| Total Tax | 37 | TotalTax |
| Distributable Amount Before Adj | 3974 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 3974 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 3974 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 19700 | ExpensesAndContributions |
| Qualifying Distributions | 19700 | QualifyingDistributions |
| Adj Qualifying Distributions | 19700 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3974 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 7784 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 20944 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 28728 | TotalExcessDistriCarryover |
| Qualifying Distributions | 19700 | QualifyingDistributions |
| Applied To Current Year | 3974 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 15726 | RemainingDistriFromCorpus |
| Total Corpus | 44454 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 44454 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 7784 | ExcessFromYear2 |
| Excess From Year1 | 20944 | ExcessFromYear1 |
| Excess From Current Year | 15726 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Edwin and Gwendolyn Baldry | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| Divot Charities | ||||||
| 7328 Poplar Court | Falls Church | VA | 22041 | None | Charitable | $1,500 |
| Horizons Specialized Services | ||||||
| 405 Oak St | Steamboat Springs | CO | 80477 | None | Medical | $5,000 |
| Grampy's Charities | ||||||
| 261 Ledyard St | New London | CT | 06320 | None | Charitable | $500 |
| Brain Injury Assoc of Mass | ||||||
| 30 Lyman St | Westborough | MA | 01581 | None | Research | $7,500 |
| Father Bills Main Spring | ||||||
| 422 Washington St | Quincy | MA | 02169 | None | Charitable | $2,500 |
| Derby | ||||||
| 56 Burditt Ave | Hingham | MA | 02043 | None | Educational | $2,200 |
| Delta Upsilon Education Foundation | ||||||
| 8705 Founders Rd | Indianapolis | IN | 46268 | None | Charitable | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 19700 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 32 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2114 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2146 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2146 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumber |
| Relationship Statement | 0 | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 0001 | ContributorNumber |
| Contributor Name Individual | Edwin Gwendolyn Baldry | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Border St | AddressLine1 |
| City | Cohasset | City |
| State | MA | State |
| ZIP Code | 02025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 50000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Mutual fund | NameOfStock |
| EOY Book Value | 86937 | EOYBookValue |
| EOYFMV | 85052 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| State filing fees | 35 | 35 |
| Investment fees | 266 | 266 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Edwin Gwendolyn Baldry | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Border St | AddressLine1 |
| City | Cohasset | City |
| State | MA | State |
| ZIP Code | 02025 | ZIPCode |
Comments