WHITCOMB FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WHITCOMB FAMILY FOUNDATION INC (EIN 47-5620198)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-18
- IRS object ID
- 202321089349101502
- Schema version
- 2022v5.0
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-18T11:24:50-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475620198 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Whitcomb Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | elizabeth whitcomb | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | elizabeth | PersonFirstNm |
| Person Last | whitcomb | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,416,059 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,211 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,211 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,078 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,078 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$150,395 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,197,216 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $266 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $266 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,082,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $232,555 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $73,667 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,667 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $36,898 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,848 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,765 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,717 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $965,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $965,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,086,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,717 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,002,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $995,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,838 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $513,019 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,478,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,478,545 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,558,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,588,417 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,937,514 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,071,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,066,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,416,059 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,071,067 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,066,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,071,067 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,066,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,071,067 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,066,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,071,067 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $995,895 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,066,962 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,066,962 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $5,197,216 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,345,686 | CostOrOtherBasisAmt |
| Gain Or Loss | -$148,470 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$148,470 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$148,470 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,208 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,208 | SubtotalAmt |
| Tax Based On Investment Income | $2,208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,643 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,643 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $565 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Jannah Overcast | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $0 | $0 | $0 |
| Brendan P Whitcomb | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| David A Whitcomb | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Elizabeth Whitcomb | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 10.0 | $0 | $0 | $0 |
| Richard A Whitcomb | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Richard W Whitcomb | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3280 PEACHTREE RD NE 21ST FLOOR | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $73,667 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,799,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,540,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,340,180 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,340,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,140,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $657,004 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $657,004 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,208 | TotalTaxAmt |
| Distributable Before Adj | $654,796 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $654,796 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $654,796 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,002,348 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,002,348 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $654,796 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $391,596 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $646,011 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $741,566 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $232,600 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,011,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,002,348 | QualifyingDistributionsAmt |
| Applied To Current Year | $654,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $347,552 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,359,325 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,359,325 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $391,596 | ExcessFromYear4Amt |
| Excess From Year3 | $646,011 | ExcessFromYear3Amt |
| Excess From Year2 | $741,566 | ExcessFromYear2Amt |
| Excess From Year1 | $232,600 | ExcessFromYear1Amt |
| Excess From Current Year | $347,552 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Richard A Whitcomb | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCHORAGE INC | |||||||
| PO BOX 71774 | ALBANY | GA | 31708 | N/A | PC | General & Unrestricted | $70,000 |
| ANGELS AMONG US PET RESCUE INC | |||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | N/A | PC | General & Unrestricted | $20,000 |
| ATLANTA BALLET INCORPORATED | |||||||
| 1695 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $10,000 |
| CENTER FOR PUPPETRY ARTS INC | |||||||
| 1404 SPRING ST NW | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITIES OVERCOMING VIOLENT ENCOUNTERS INC | |||||||
| 906 E LUDINGTON AVE | LUDINGTON | MI | 49431 | N/A | PC | General & Unrestricted | $45,000 |
| COMMUNITY CATS TNR | |||||||
| PO BOX 384 | LUDINGTON | MI | 49431 | N/A | PC | General & Unrestricted | $2,500 |
| COMPASSIONATE ATLANTA INC | |||||||
| PO BOX 311408 | ATLANTA | GA | 31131 | N/A | PC | General & Unrestricted | $10,000 |
| DAVE KRACHE FOUNDATION INC | |||||||
| 1635 OLD 41 HWY STE 112-236 | KENNESAW | GA | 30152 | N/A | PC | General & Unrestricted | $20,000 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BRANCH | GA | 30542 | N/A | PC | Whitcomb Family Initiatives | $75,000 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BRANCH | GA | 30542 | N/A | PC | General & Unrestricted | $50,000 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BRANCH | GA | 30542 | N/A | PC | Wings | $100,000 |
| EXTRA SPECIAL PEOPLE INC | |||||||
| PO BOX 615 | WATKINSVILLE | GA | 30677 | N/A | PC | General & Unrestricted | $70,000 |
| FCS URBAN MINISTRIES INC | |||||||
| 1297 JONESBORO RD SE | ATLANTA | GA | 30315 | N/A | PC | General & Unrestricted | $10,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | N/A | PC | Lake Oconee Georgia FCA | $35,000 |
| FRIENDS TO THE FORLORN PITBULL RESCUE INC | |||||||
| PO BOX 2316 | DALLAS | GA | 30132 | N/A | PC | General & Unrestricted | $20,000 |
| FURKIDS INC | |||||||
| 5235 UNION HILL RD | CUMMING | GA | 30040 | N/A | PC | General & Unrestricted | $20,000 |
| FURKIDS INC | |||||||
| 5235 UNION HILL RD | CUMMING | GA | 30040 | N/A | PC | Capital campaign for the cat building | $25,000 |
| GEORGIA PURPLE HEART VETERANS FOUNDATION INC | |||||||
| 6015 OVERLOOK PARK DR | CUMMING | GA | 30040 | N/A | PC | MOPH Chapter 465 - Museum Use Only | $5,000 |
| GROVE CHAPEL MINISTRY INC | |||||||
| 144 LONG LEAF LN | EATONTON | GA | 31024 | N/A | PC | General & Unrestricted | $30,000 |
| HUMANE SOCIETY OF HALL COUNTY | |||||||
| 845 W RIDGE RD | GAINESVILLE | GA | 30501 | N/A | PC | Charitable Event | $20,000 |
| HUMANE SOCIETY OF HALL COUNTY | |||||||
| 845 W RIDGE RD | GAINESVILLE | GA | 30501 | N/A | PC | Charitable Event | $10,000 |
| HUMANE SOCIETY OF HALL COUNTY | |||||||
| 845 W RIDGE RD | GAINESVILLE | GA | 30501 | N/A | PC | General & Unrestricted | $5,000 |
| IMMACULATE HEART OF MARY CATHOLIC CHURCH | |||||||
| 2855 BRIARCLIFF RD NE | ATLANTA | GA | 30329 | N/A | PC | Signage | $5,000 |
| IMMACULATE HEART OF MARY CATHOLIC CHURCH | |||||||
| 2855 BRIARCLIFF RD NE | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $5,000 |
| IMMACULATE HEART OF MARY CATHOLIC CHURCH | |||||||
| 2855 BRIARCLIFF RD NE | ATLANTA | GA | 30329 | N/A | PC | Historic Church | $25,000 |
| KNOX COLLEGE | |||||||
| 2 E S ST | GALESBURG | IL | 61401 | N/A | PC | General & Unrestricted | $25,000 |
| LIFE TEEN INC | |||||||
| 6105 BLUE STONE RD STE B | ATLANTA | GA | 30328 | N/A | PC | General & Unrestricted | $10,000 |
| LIFELINE ANIMAL PROJECT INC | |||||||
| 3180 PRESIDENTIAL AVE | ATLANTA | GA | 30340 | N/A | PC | General & Unrestricted | $30,000 |
| LUDINGTON AREA ARTS COUNCIL | |||||||
| 107 S HARRISON ST | LUDINGTON | MI | 49431 | N/A | PC | General & Unrestricted | $5,000 |
| MAD HOUSERS INC | |||||||
| 2175 WORTHEM AVE B | ATLANTA | GA | 30311 | N/A | PC | General & Unrestricted | $10,000 |
| MERCY CARE FOUNDATION INC | |||||||
| 424 DECATUR ST SE | ATLANTA | GA | 30312 | N/A | SO II | General & Unrestricted | $10,000 |
| MICHAELS WAY | |||||||
| 520 W PENNSYLVANIA AVE 4 | FORT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $10,000 |
| MONROE COUNTY EDUCATION FOUNDATION INC | |||||||
| 241 TRUMBO RD | KEY WEST | FL | 33040 | N/A | PC | Take Stock Program | $10,000 |
| OCEANA COUNTY ANIMAL FRIENDS | |||||||
| PO BOX 178 | PENTWATER | MI | 49449 | N/A | PC | General & Unrestricted | $2,500 |
| PLYWOOD PEOPLE INC | |||||||
| 490 E SIDE AVE SE | ATLANTA | GA | 30316 | N/A | PC | General & Unrestricted | $10,000 |
| PLYWOOD PEOPLE INC | |||||||
| 490 E SIDE AVE SE | ATLANTA | GA | 30316 | N/A | PC | Impact Fund | $10,000 |
| RECLIF COMMUNITY INC | |||||||
| 3200 POINTE PKWY STE 200 | PEACHTREE COR | GA | 30092 | N/A | PC | General & Unrestricted | $20,000 |
| REFUGE COFFEE INC | |||||||
| 3803 MARKET ST | CLARKSTON | GA | 30021 | N/A | PC | General & Unrestricted | $10,000 |
| SECOND HELPINGS ATLANTA INC | |||||||
| PO BOX 720582 | ATLANTA | GA | 30358 | N/A | PC | General & Unrestricted | $10,000 |
| SIGSBEE CHARTER SCHOOL INC | |||||||
| 939 FELTON RD | KEY WEST | FL | 33040 | N/A | PC | Marine Lab Field Trip | $8,000 |
| ST PIUS X CATHOLIC HIGH SCHOOL | |||||||
| 2674 JOHNSON RD NE | ATLANTA | GA | 30345 | N/A | PC | St. Pius SPAS - Arts Society | $5,000 |
| ST PIUS X CATHOLIC HIGH SCHOOL | |||||||
| 2674 JOHNSON RD NE | ATLANTA | GA | 30345 | N/A | PC | St. Pius Capital Campaign | $25,000 |
| ST PIUS X CATHOLIC HIGH SCHOOL | |||||||
| 2674 JOHNSON RD NE | ATLANTA | GA | 30345 | N/A | PC | Capital Campaign | $25,000 |
| THE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATIO | |||||||
| 18 BEE ST MSC 450 | CHARLESTON | SC | 29425 | N/A | SO III FI | Charitable Event | $2,500 |
| ULTIMATE PEACE INC | |||||||
| 74 EASTWOOD DR | DEERFIELD | IL | 60015 | N/A | PC | General & Unrestricted | $10,000 |
| VIGILANT TORCH FOUNDATION | |||||||
| 6412 BRANDON AVE STE 318 | SPRINGFIELD | VA | 22150 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $965,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,211 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,078 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$150,395 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $266 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $82,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,160 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Whitcomb Richard A | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2787 Hawthorne Drive NE | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30345 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS EUROPACIFIC GRO | $261,672 | $243,845 |
| AMERICAN MUTUAL FUND CL F2 | $671,460 | $784,699 |
| BLACKROCK STRAT INC OPP PORTFO | $1,716,015 | $1,552,755 |
| CALAMOS GROWTH AND INCOME CLAS | $132,420 | $109,161 |
| CHIRON CAPITAL ALLOCATION FUND | $170,336 | $153,181 |
| COLUMBIA FDS SRS TR I STRATEGI | $1,202,254 | $1,059,673 |
| FIRST TR VALUE LN DV | $263,971 | $329,258 |
| FIRST TRUST NASDAQ CYBERSECURI | $354,396 | $391,552 |
| GOLDMAN SACHS GQG PARTNERS INT | $59,160 | $67,649 |
| INVESCO QQQ TRUST | $487,926 | $545,341 |
| INVESCO S&P 500 EQUAL WEIGHT E | $312,190 | $377,561 |
| ISHARE SP SMALL CAP 600 INDEX | $475,018 | $579,859 |
| ISHARES MSCI ACWI INDEX | $213,340 | $205,240 |
| ISHARES RUSSELL 3000 | $557,930 | $690,728 |
| ISHARES TR S & P MIDCAP 400 IN | $314,082 | $389,443 |
| KOPERNIK GLOBAL ALL CAP FUND C | $338,105 | $276,829 |
| METROPOLITAN WEST RETURN BOND | $1,383,435 | $1,337,955 |
| MFS INTERNATIONAL DIVERSIFICAT | $170,690 | $171,669 |
| NASDAQ 100 EQUAL WEIGHTED INDE | $294,464 | $292,530 |
| SPDR S&P 500 ETF TRUST | $554,863 | $590,472 |
| VANGUARD MID-CAP ETF | $474,754 | $530,110 |
| VANGUARD RUSSELL 1000 INDEX FU | $354,102 | $397,836 |
| VANGUARD RUSSELL 1000 VALUE ET | $353,091 | $447,817 |
| VANGUARD SM-CAP ETF | $256,617 | $245,577 |
| VICTORY TRIVALENT INTERNATIONA | $216,126 | $166,774 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $36,518 | $36,518 | |
| Bank Charges | $50 | $50 | |
| Registered Agent Fee | $300 | $300 | |
| State or Local Filing Fees | $30 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $266 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $266 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $73,667 | Amt |
| Net Investment Income | $73,667 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $1,600 |
| 990-PF Extension for 2021 | $8,600 |