2023-04-18T11:24:50-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 475620198 The Whitcomb Family Foundation Inc % Foundation Source WHIT 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 elizabeth whitcomb president 8008391754 2023-04-07 true elizabeth whitcomb 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 13416059 X 2000000 11211 11211 221078 221078 -150395 5197216 0 266 266 2082160 232555 0 73667 73667 10200 36898 50 36848 120765 73717 36848 965500 965500 1086265 73717 1002348 995895 158838 513019 1478545 1478545 11558048 11588417 11937514 12071067 13066962 13416059 0 0 X 12071067 13066962 12071067 13066962 12071067 13066962 12071067 995895 13066962 13066962 Publicly-traded Securities 5197216 5345686 -148470 -148470 -148470 2208 2208 2208 1643 0 1643 X 0 565 false false false false false false false true true GA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false 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 UBS Financial Services 3280 PEACHTREE RD NE 21ST FLOOR ATLANTA GA 30305 Investment MGMT 73667 11799556 1540624 0 13340180 0 13340180 200103 13140077 657004 657004 2208 2208 654796 654796 654796 1002348 0 0 0 0 1002348 654796 2020 2019 2018 391596 646011 741566 232600 2011773 1002348 654796 347552 2359325 0 2359325 391596 646011 741566 232600 347552 Richard A Whitcomb X ANCHORAGE INC PO BOX 71774 ALBANY GA 31708 N/A PC General & Unrestricted 70000 ANGELS AMONG US PET RESCUE INC PO BOX 821 ALPHARETTA GA 30009 N/A PC General & Unrestricted 20000 ATLANTA BALLET INCORPORATED 1695 MARIETTA BLVD NW ATLANTA GA 30318 N/A PC General & Unrestricted 10000 CENTER FOR PUPPETRY ARTS INC 1404 SPRING ST NW ATLANTA GA 30309 N/A PC General & Unrestricted 5000 COMMUNITIES OVERCOMING VIOLENT ENCOUNTERS INC 906 E LUDINGTON AVE LUDINGTON MI 49431 N/A PC General & Unrestricted 45000 COMMUNITY CATS TNR PO BOX 384 LUDINGTON MI 49431 N/A PC General & Unrestricted 2500 COMPASSIONATE ATLANTA INC PO BOX 311408 ATLANTA GA 31131 N/A PC General & Unrestricted 10000 DAVE KRACHE FOUNDATION INC 1635 OLD 41 HWY STE 112-236 KENNESAW GA 30152 N/A PC General & Unrestricted 20000 EAGLE RANCH INC 5500 UNION CHURCH RD FLOWERY BRANCH GA 30542 N/A PC Whitcomb Family Initiatives 75000 EAGLE RANCH INC 5500 UNION CHURCH RD FLOWERY BRANCH GA 30542 N/A PC General & Unrestricted 50000 EAGLE RANCH INC 5500 UNION CHURCH RD FLOWERY BRANCH GA 30542 N/A PC Wings 100000 EXTRA SPECIAL PEOPLE INC PO BOX 615 WATKINSVILLE GA 30677 N/A PC General & Unrestricted 70000 FCS URBAN MINISTRIES INC 1297 JONESBORO RD SE ATLANTA GA 30315 N/A PC General & Unrestricted 10000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS RD KANSAS CITY MO 64129 N/A PC Lake Oconee Georgia FCA 35000 FRIENDS TO THE FORLORN PITBULL RESCUE INC PO BOX 2316 DALLAS GA 30132 N/A PC General & Unrestricted 20000 FURKIDS INC 5235 UNION HILL RD CUMMING GA 30040 N/A PC General & Unrestricted 20000 FURKIDS INC 5235 UNION HILL RD CUMMING GA 30040 N/A PC Capital campaign for the cat building 25000 GEORGIA PURPLE HEART VETERANS FOUNDATION INC 6015 OVERLOOK PARK DR CUMMING GA 30040 N/A PC MOPH Chapter 465 - 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Arts Society 5000 ST PIUS X CATHOLIC HIGH SCHOOL 2674 JOHNSON RD NE ATLANTA GA 30345 N/A PC St. Pius Capital Campaign 25000 ST PIUS X CATHOLIC HIGH SCHOOL 2674 JOHNSON RD NE ATLANTA GA 30345 N/A PC Capital Campaign 25000 THE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATIO 18 BEE ST MSC 450 CHARLESTON SC 29425 N/A SO III FI Charitable Event 2500 ULTIMATE PEACE INC 74 EASTWOOD DR DEERFIELD IL 60015 N/A PC General & Unrestricted 10000 VIGILANT TORCH FOUNDATION 6412 BRANDON AVE STE 318 SPRINGFIELD VA 22150 N/A PC General & Unrestricted 25000 965500 14 11211 14 221078 18 -150395 CLASS ACTION LAWSUIT PROCEEDS 01 266 82160 82160 false false false false false false false false false false X X 1 Whitcomb Richard A 2787 Hawthorne Drive NE Atlanta GA 30345 2000000 X AMERICAN FUNDS EUROPACIFIC GRO 261672 243845 AMERICAN MUTUAL FUND CL F2 671460 784699 BLACKROCK STRAT INC OPP PORTFO 1716015 1552755 CALAMOS GROWTH AND INCOME CLAS 132420 109161 CHIRON CAPITAL ALLOCATION FUND 170336 153181 COLUMBIA FDS SRS TR I STRATEGI 1202254 1059673 FIRST TR VALUE LN DV 263971 329258 FIRST TRUST NASDAQ CYBERSECURI 354396 391552 GOLDMAN SACHS GQG PARTNERS INT 59160 67649 INVESCO QQQ TRUST 487926 545341 INVESCO S&P 500 EQUAL WEIGHT E 312190 377561 ISHARE SP SMALL CAP 600 INDEX 475018 579859 ISHARES MSCI ACWI INDEX 213340 205240 ISHARES RUSSELL 3000 557930 690728 ISHARES TR S & P MIDCAP 400 IN 314082 389443 KOPERNIK GLOBAL ALL CAP FUND C 338105 276829 METROPOLITAN WEST RETURN BOND 1383435 1337955 MFS INTERNATIONAL DIVERSIFICAT 170690 171669 NASDAQ 100 EQUAL WEIGHTED INDE 294464 292530 SPDR S&P 500 ETF TRUST 554863 590472 VANGUARD MID-CAP ETF 474754 530110 VANGUARD RUSSELL 1000 INDEX FU 354102 397836 VANGUARD RUSSELL 1000 VALUE ET 353091 447817 VANGUARD SM-CAP ETF 256617 245577 VICTORY TRIVALENT INTERNATIONA 216126 166774 Administrative Fees 36518 36518 Bank Charges 50 50 Registered Agent Fee 300 300 State or Local Filing Fees 30 30 Class Action Lawsuit Proceeds 266 266 Investment Management Services 73667 73667 990-PF Estimated Tax for 2022 1600 990-PF Extension for 2021 8600