2025-09-25T07:28:45-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 475620198 The Whitcomb Family Foundation Inc % Foundation Source WHIT 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Elizabeth Whitcomb President 8008391754 2025-09-17 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 19522652 X 8125277 22014 22014 427755 427755 2085458 27801776 4096609 10660504 4546378 0 72242 72242 33332 37871 125 37746 143445 72367 37746 3840000 3840000 3983445 72367 3877746 6677059 4474011 0 495648 2156889 2156889 12400175 17415993 17365763 12895823 19572882 19522652 0 0 X 12895823 19572882 12895823 19572882 12895823 19572882 12895823 6677059 19572882 19572882 Publicly-traded Securities 27801776 23705167 4096609 4096609 4096609 62189 62189 62189 20000 0 43500 63500 X 0 1311 1311 false false false false false false true true true GA true false true 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 3560 Lenox Road NE Suite 2800 ATLANTA GA 30326 Investment Mgmt 72242 14458255 1165080 0 15623335 0 15623335 234350 15388985 769449 769449 62189 62189 707260 707260 707260 3877746 0 0 0 0 3877746 707260 646011 741566 232600 347552 607596 2575325 3877746 707260 3170486 5745811 0 646011 5099800 741566 232600 347552 607596 3170486 Richard A Whitcomb X ALL SOULS COUNSELING CENTER 35 ARLINGTON ST ASHEVILLE NC 28801 N/A PC Hurricane Relief 10000 ANCHORAGE INC 162 HAMPTON LN LEESBURG GA 31763 N/A PC Women's Center 200000 ANCHORAGE INC 162 HAMPTON LN LEESBURG GA 31763 N/A PC General & Unrestricted 60000 ANGELS AMONG US PET RESCUE INC PO BOX 821 ALPHARETTA GA 30009 N/A PC General & Unrestricted 25000 APPALACHIAN CHILDRENS CENTER INC 160 SAILORS DR ELLIJAY GA 30540 N/A PC General & Unrestricted 20000 ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN MINISTRY IN 1845 BREVARD RD ARDEN NC 28704 N/A PC Restore the Veterans Restoration Quarters 15000 BRIGHTSTONE FOUNDATION INC 446 GREEN ST NE GAINESVILLE GA 30501 N/A PC General & Unrestricted 30000 BROTHER WOLF ANIMAL RESCUE INC PO BOX 8195 ASHEVILLE NC 28814 N/A PC Hurricane Helene Rebuild 15000 CENTER FOR PUPPETRY ARTS INC 1404 SPRING ST NW ATLANTA GA 30309 N/A PC General & Unrestricted 5000 CHESTNUT MOUNTAIN RANCH INC PO BOX 757 MORGANTOWN WV 26507 N/A PC Read 180 31000 COMMUNITIES OVERCOMING VIOLENT ENCOUNTERS INC 906 E LUDINGTON AVE LUDINGTON MI 49431 N/A PC General & Unrestricted 32500 CONNECTIONS HOMES INC 2555 NORTHWINDS PKWY ALPHARETTA GA 30009 N/A PC General & Unrestricted 5000 DAVE KRACHE FOUNDATION INC 1635 OLD 41 HWY STE 112-236 KENNESAW GA 30152 N/A PC General & Unrestricted 10000 EAGLE RANCH INC 5500 UNION CHURCH RD FLOWERY BRANCH GA 30542 N/A PC General & Unrestricted 1025000 EAGLE RANCH INC 5500 UNION CHURCH RD FLOWERY BRANCH GA 30542 N/A PC Whitcomb Family Initiatives (Endowment for Therapy Program and Girls Center) 75000 EBLEN CHARITIES 50 WESTGATE PKWY ASHEVILLE NC 28806 N/A PC Hurricane Helene Relief 10000 EXTRA SPECIAL PEOPLE INC 189 VFW DR WATKINSVILLE GA 30677 N/A PC General & Unrestricted 65000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS RD KANSAS CITY MO 64129 N/A PC General & Unrestricted 35000 FRIENDS TO THE FORLORN PITBULL RESCUE INC PO BOX 2316 DALLAS GA 30132 N/A PC General & Unrestricted 25000 FURKIDS INC 5235 UNION HILL RD CUMMING GA 30040 N/A PC Cat Shelter Campaign 33000 FURKIDS INC 5235 UNION HILL RD CUMMING GA 30040 N/A PC Three Large Dog Suites in the Dog Shelter 300000 FURKIDS INC 5235 UNION HILL RD CUMMING GA 30040 N/A PC Medical Center Maternity Room 25000 GOSHEN VALLEY FOUNDATION INC 387 GOSHEN CHURCH WAY WALESKA GA 30183 N/A PC General & Unrestricted 5000 GROVE CHAPEL MINISTRY INC 144 LONG LEAF LN EATONTON GA 31024 N/A PC General & Unrestricted 35000 HUMANE SOCIETY OF HALL COUNTY 845 W RIDGE RD GAINESVILLE GA 30501 N/A PC Charitable Event 25000 HUMANE SOCIETY OF SARASOTA COUNTY INC 2331 15TH ST SARASOTA FL 34237 N/A PC Hurricane Recovery Efforts 15000 IMMACULATE HEART OF MARY CATHOLIC CHURCH 2855 BRIARCLIFF RD NE ATLANTA GA 30329 N/A PC Church Renovation 60000 IMMACULATE HEART OF MARY CATHOLIC CHURCH 2855 BRIARCLIFF RD NE ATLANTA GA 30329 N/A PC To support the work led by the Director of Ministries 15000 IMMACULATE HEART OF MARY CATHOLIC CHURCH 2855 BRIARCLIFF RD NE ATLANTA GA 30329 N/A PC Parish Hall 1200000 IMMACULATE HEART OF MARY CATHOLIC CHURCH 2855 BRIARCLIFF RD NE ATLANTA GA 30329 N/A PC To support work led by the Director of Ministries 30000 KIDZ 2 LEADERS INC 1640 POWERS FERRY ROAD BLDG 15 MARIETTA GA 30067 N/A PC General & Unrestricted 5000 KNOX COLLEGE 2 E SOUTH ST GALESBURG IL 61401 N/A PC General & Unrestricted 25000 LIFELINE ANIMAL PROJECT INC 3180 PRESIDENTIAL AVE ATLANTA GA 30340 N/A PC General & Unrestricted 33500 LUDINGTON AREA ARTS COUNCIL 107 S HARRISON ST LUDINGTON MI 49431 N/A PC General & Unrestricted 5000 MICHAELS WAY 520 W PENNSYLVANIA AVE 4 FORT WASHINGTON PA 19034 N/A PC General & Unrestricted 105000 RECLIF COMMUNITY INC 3200 POINTE PKWY 200 PEACHTREE CORNERS GA 30092 N/A PC General & Unrestricted 55000 REFUGE COFFEE INC 3803 MARKET ST CLARKSTON GA 30021 N/A PC For the capital campaign to renovate catering vehicles 20000 SCOTTDALE EARLY LEARNING INC 479 WARREN AVE SCOTTDALE GA 30079 N/A PC General & Unrestricted 10000 SOCIETY OF ST VINCENT DE PAUL GEORGIA INC 2050-C CHAMBLEE TUCKER RD ATLANTA GA 30341 N/A PC For the Morning of Hope 20000 ST PIUS X CATHOLIC HIGH SCHOOL INC 2674 JOHNSON RD NE ATLANTA GA 30345 N/A PC For the St Pius X Capital Campaign 35000 ST THOMAS MORE CATHOLIC CHURCH DECATUR INC 636 W PONCE DE LEON AVE DECATUR GA 30030 N/A PC Funds to be used for the STM Renewed campaign 20000 THE HUNGER AND HEALTH COALITION INC PO BOX 1837 BOONE NC 28607 N/A PC Hurricane Helene Relief 15000 ULTIMATE PEACE INC 74 EASTWOOD DR DEERFIELD IL 60015 N/A PC General & Unrestricted 25000 UPSTREAM ALLIANCE INC 1867 LINDAMOOR DR ANNAPOLIS MD 21401 N/A PC General & Unrestricted 10000 VIGILANT TORCH FOUNDATION 5680 KING CENTRE DR STE 600 ALEXANDRIA VA 22315 N/A PC General & Unrestricted 20000 3840000 14 22014 14 427755 18 2085458 2535227 2535227 false false false false false false false false false false X X 1 Estate of Judene D Reese C/O J Reese 5260 Manhasset Cove Dunwoody GA 30338 1734864 X 2 Whitcomb Richard A 2787 Hawthorne Drive NE Atlanta GA 30345 6390414 X 2 APPLE INC AAPL, 1500 sh. 332528 2024-09-12 2 O'SHAUGHNESSY MARKET LEADERS VALUE FD I OFVIX, 99789.964 sh. 2366020 2024-11-21 2 AMERICAN MUTUAL FUND CL F2 AMRFX, 28842.89 sh. 1718459 2024-11-21 2 GOLDMAN SACHS GQG PARTNERS INTERNATIONA GSIMX, 91701.05 sh. 1973407 2024-11-21 ANGEL OAK MULTI-STRATEGY INCOM 838122 835964 FIRST TRUST RISING DIV ACHEIVE 1998966 1990830 GOLDMAN SACHS GQG PARTNERS INT 1894413 1937637 INVESCO BULLETSHARES 2025 CORP 830863 831658 INVESCO BULLETSHARES 2026 CORP 830082 831623 INVESCO BULLETSHARES 2027 CORP 830871 832848 INVESCO BULLETSHARES 2028 CORP 833021 831872 INVESCO BULLETSHARES 2029 CORP 795225 795791 ISHARES MRGST GRO IN 2125076 2016878 ISHARESLEHMAN 7-10YR 871308 833622 VANGUARD INTL HIGH DIV YIELD E 701417 714505 VANGUARD S&P 500 ETF 2074105 2087889 VANGUARD TOTAL BOND MARKET ETF 838665 831711 VICTORYSHARES FREE CASH FLOW E 1953859 1992935 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $3,840,000. This amount represents 25% or more of the Foundation's net assets of $13,812,118 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 37416 37416 Bank Charges 125 125 Registered Agent Fee 300 300 State or Local Filing Fees 30 30 Investment Management Services 72242 72242 Estate of Judene D Reese C/O J Reese 5260 Manhasset Cove Dunwoody GA 30338 990-PF Estimated Tax for 2024 20000 990-PF Excise Tax for 2023 13332