WHITCOMB FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WHITCOMB FAMILY FOUNDATION INC (EIN 47-5620198)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-28
- IRS object ID
- 201910879349100721
- Schema version
- 2018v3.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-28T14:43:50-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | % The Whitcomb Family Foundati | InCareOfNm |
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 4044342105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 Fellowship Road | AddressLine1Txt |
| City | Tucker | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30084 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH WHITCOMB | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520190875000063 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-03-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,341,701 | 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 | $1,001,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,496 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,496 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $228,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $228,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,731 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,493,271 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,731 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,251,620 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $250,620 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,868 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,868 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $62,626 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,626 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $32,634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,559 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,427 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $940,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $940,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,038,228 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $974,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $213,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,919 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $267,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $383,367 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $383,367 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,160,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,257,927 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,958,334 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,427,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,641,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,341,701 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,427,902 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,641,294 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,427,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,641,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,427,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,641,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,427,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $213,392 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,641,294 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,641,294 | 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 | $7,493,271 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,474,540 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,731 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,731 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,731 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $244,263 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,067,134 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030279 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $145,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,150,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046065 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $190,022 | NetVlNoncharitableAssetsYr3Amt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.076344 | TotalDistributionRt |
| Average Distribution | 0.025448 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,526,292 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $267,873 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,879 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $269,752 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $974,927 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,879 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,879 | SubtotalAmt |
| Tax Based On Investment Income | $1,879 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,184 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $54,184 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $52,305 | OverpaymentAmt |
| Applied To ES Tax | $1,900 | AppliedToESTaxAmt |
| Refund | $50,405 | RefundAmt |
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 | Yes (true) | 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 | The Whitcomb Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4044342105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1825 Fellowship Road | AddressLine1Txt |
| City | Tucker | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30084 | 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 | ||||||||
| 1825 Fellowship Road | Tucker | GA | 30084 | Dir | 2.0 | $0 | $0 | $0 |
| Brendan P Whitcomb | ||||||||
| 1825 Fellowship Road | Tucker | GA | 30084 | Dir | 1.0 | $0 | $0 | $0 |
| David A Whitcomb | ||||||||
| 1825 Fellowship Road | Tucker | GA | 30084 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Elizabeth Whitcomb | ||||||||
| 1825 Fellowship Road | Tucker | GA | 30084 | Pres, Dir | 10.0 | $0 | $0 | $0 |
| Richard A Whitcomb | ||||||||
| 1825 Fellowship Road | Tucker | GA | 30084 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Richard W Whitcomb | ||||||||
| 1825 Fellowship Road | Tucker | GA | 30084 | 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 fl | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303052430 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment mgmt | ServiceTypeTxt |
| Compensation | $62,626 | 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 | $10,270,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $416,158 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,686,591 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,686,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,299 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,526,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $526,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $526,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,879 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,879 | TotalTaxAmt |
| Distributable Before Adj | $524,436 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $524,436 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $524,436 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $974,927 | 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 | $974,927 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,879 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $973,048 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $524,436 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,895 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $974,927 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,895 | AppliedToYear1Amt |
| Applied To Current Year | $524,436 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $391,596 | RemainingDistriFromCorpusAmt |
| Total Corpus | $391,596 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $391,596 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $391,596 | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 41 PERIMETER CENTER E STE 550 | ATLANTA | GA | 30346 | N/A | PC | General & Unrestricted | $20,000 |
| ANCHORAGE INC | |||||||
| PO BOX 71774 | ALBANY | GA | 31708 | N/A | PC | General & Unrestricted | $50,000 |
| ANGELS AMONG US PET RESCUE INC | |||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | N/A | PC | General & Unrestricted | $15,000 |
| ATHENS AREA HUMANE SOCIETY OF CLARKE COUNTY AND SP | |||||||
| 1781 MARS HILL RD | WATKINSVILLE | GA | 30677 | N/A | PC | Healing Paws and Food Bowl programs | $5,000 |
| ATLANTA BALLET INCORPORATED | |||||||
| 1695 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $15,000 |
| ATLANTA CANCER CARE FOUNDATION INC | |||||||
| 5670 PEACHTREE DUNWOODY RD STE 1100 | ATLANTA | GA | 30342 | N/A | PC | General & Unrestricted | $10,000 |
| COMMUNITIES OVERCOMING VIOLENT ENCOUNTERS INC | |||||||
| 906 E LUDINGTON AVE | LUDINGTON | MI | 49431 | N/A | PC | General & Unrestricted | $30,000 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BR | GA | 30542 | N/A | PC | General & Unrestricted | $25,000 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BR | GA | 30542 | N/A | PC | Girls Wellness Center | $200,000 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BR | GA | 30542 | N/A | PC | Girls Wellness Center | $100,000 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BR | GA | 30542 | N/A | PC | Girls Wellness center | $100,000 |
| EXTRA SPECIAL PEOPLE INC | |||||||
| PO BOX 615 | WATKINSVILLE | GA | 30677 | N/A | PC | General & Unrestricted | $25,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | N/A | PC | General & Unrestricted | $20,000 |
| FERST READERS INC | |||||||
| PO BOX 1327 | MADISON | GA | 30650 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS TO THE FORLORN PITBULL RESCUE INC | |||||||
| PO BOX 2316 | DALLAS | GA | 30132 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS TO THE FORLORN PITBULL RESCUE INC | |||||||
| PO BOX 2316 | DALLAS | GA | 30132 | N/A | PC | Saving Pets Challenge Campaign | $20,000 |
| FURKIDS INC | |||||||
| 2650 PLEASANTDALE RD | ATLANTA | GA | 30340 | N/A | PC | General & Unrestricted | $10,000 |
| FURKIDS INC | |||||||
| 2650 PLEASANTDALE RD | ATLANTA | GA | 30340 | N/A | PC | New transport van Campaign | $5,000 |
| FURKIDS INC | |||||||
| 2650 PLEASANTDALE RD | ATLANTA | GA | 30340 | N/A | PC | New transport van Campaign | $15,000 |
| GEORGIA METH PROJECT | |||||||
| 3715 NORTHSIDE PKWY STE 1-320 | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $20,000 |
| GMS EMERGENCY ASSISTANCE FUND INC | |||||||
| 100 CRESCENT CENTRE PKWY STE S | TUCKER | GA | 30084 | N/A | PC | General & Unrestricted | $5,000 |
| GROVE CHAPEL MINISTRY INC | |||||||
| 144 LONG LEAF LN | EATONTON | GA | 31024 | N/A | PC | General & Unrestricted | $25,000 |
| HUDSON FAMILY FOUNDATION | |||||||
| 300 N DEAN RD STE 5 163 | AUBURN | AL | 36830 | N/A | PC | General & Unrestricted | $7,500 |
| HUMANE SOCIETY OF HALL COUNTY | |||||||
| 845 W RIDGE RD | GAINESVILLE | GA | 30501 | N/A | PC | Bark Park 2.0 | $5,000 |
| IMMACULATE HEART OF MARY CATHOLIC SCHOOL | |||||||
| 2855 BRIARCLIFF RD NE | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $5,000 |
| KNOX COLLEGE | |||||||
| 2 E S ST K-147 | GALESBURG | IL | 61401 | N/A | PC | General & Unrestricted | $25,000 |
| LEGION OF CHRIST INC | |||||||
| 30 MANSELL CT STE 103 | ROSWELL | GA | 30076 | N/A | PC | General & Unrestricted | $10,000 |
| LIFELINE ANIMAL PROJECT INC | |||||||
| 129 LAKE ST | AVONDALE ESTATES | GA | 30002 | N/A | PC | Capital Campaign | $35,000 |
| LIFELINE ANIMAL PROJECT INC | |||||||
| 129 LAKE ST | AVONDALE ESTATES | GA | 30002 | N/A | PC | Pets For Life program | $10,000 |
| MERCY CARE FOUNDATION INC | |||||||
| 424 DECATUR ST SE | ATLANTA | GA | 30312 | N/A | SO II | General & Unrestricted | $10,000 |
| MICHAELS WAY | |||||||
| 175 COMMERCE DR STE 400 | FT 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 | Experiment in International Living Program | $10,000 |
| NORTH PEACHTREE BAPTIST CHURCH | |||||||
| 4805 TILLY MILL RD | ATLANTA | GA | 30360 | N/A | PC | General & Unrestricted | $7,500 |
| SERVEHAITI INC | |||||||
| PO BOX 8974 | ATLANTA | GA | 31106 | N/A | PC | General & Unrestricted | $6,000 |
| SERVEHAITI INC | |||||||
| PO BOX 8974 | ATLANTA | GA | 31106 | N/A | PC | SHECON Program | $5,000 |
| ST PIUS X CATHOLIC HIGH SCHOOL | |||||||
| 2674 JOHNSON RD NE | ATLANTA | GA | 30345 | N/A | PC | General & Unrestricted | $20,000 |
| ST THOMAS MORE CATHOLIC SCHOOL | |||||||
| 624 W PONCE DE LEON AVE | DECATUR | GA | 30030 | N/A | PC | General & Unrestricted | $10,000 |
| THE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATIO | |||||||
| 18 BEE ST MSC 450 | CHARLESTON | SC | 29425 | N/A | SO III FI | Monica Kreber Golf Tournament Fund | $10,000 |
| THE QUINCY MUSEUM INC | |||||||
| 1601 MAINE ST | QUINCY | IL | 62301 | N/A | PC | General & Unrestricted | $2,500 |
| ULTIMATE PEACE INC | |||||||
| 78 CRITTENDEN HILL RD | SHELBURNE FLS | MA | 01370 | N/A | PC | General & Unrestricted | $7,000 |
| UNIVERSITY OF KENTUCKY | |||||||
| 100 STURGILL BLDG | LEXINGTON | KY | 40506 | N/A | GOV | Danceblue Kappa Sigma | $5,000 |
| VICTORY JUNIOR TOUR CORP | |||||||
| 6565 FIVE OAKS RD | CUMMING | GA | 30040 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $940,500 | 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 | $3,496 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $228,393 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $250,620 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $250,620 | 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 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30345 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,001,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHA CENTRIC INCOME OPPORTUNI | $1,140,583 | $1,149,482 |
| AMERICAN MUTUAL FUND CL F2 | $545,081 | $519,470 |
| COLUMBIA FDS SRS TR I STRATEGI | $1,204,719 | $1,150,773 |
| CONSUMER DISCRETIONARY SELECT | $289,110 | $263,763 |
| FIRST TRUST DORSEY WRIGHT INTL | $747,492 | $746,795 |
| INVESCO S&P 500 EQUAL WEIGHT E | $625,608 | $616,493 |
| ISHARE SP SMALL CAP 600 INDEX | $838,610 | $807,439 |
| ISHARES TR S & P MIDCAP 400 IN | $739,129 | $699,611 |
| O'SHAUGHNESSY MARKET LEADERS V | $594,939 | $522,734 |
| OAKMARK INTERNATIONAL FUND CL | $739,516 | $757,661 |
| PUTNAM DIVERSIFIED INCOME TRUS | $1,203,631 | $1,143,783 |
| SELECT SECTOR SPDR INDUSTRIAL | $271,702 | $260,603 |
| SPDR S&P 500 ETF TRUST | $801,990 | $797,745 |
| TECHNOLOGY SPDR | $237,150 | $260,688 |
| VANGUARD S&P 500 ETF | $278,667 | $261,294 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $1,868 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,868 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $32,259 | $32,259 | |
| Bank Charges | $75 | $75 | |
| REGISTERED AGENT FEES | $300 | $300 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $62,626 | Amt |
| Net Investment Income | $62,626 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2018 | CategoryTxt |
| Amt | $600 | Amt |