WHITCOMB FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WHITCOMB FAMILY FOUNDATION INC (EIN 47-5620198)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-28
- IRS object ID
- 201701189349100820
- Schema version
- 2016v3.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-28T14:14:28-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 N WHITCOMB | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 4044342105 | PhoneNum |
| Signature | 2017-04-24 | 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 | 06391520171185000027 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-04-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,555,584 | 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 | $1,541,570 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $405 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $405 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,726 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,780,529 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,726 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $96 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $96 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,612,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,850 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,278 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,278 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $22,765 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,365 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,799 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $381 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,418 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,158 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,747 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,096 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,747 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,596 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,422,762 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,103 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,086,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $758,139 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $758,139 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $3,603,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,647,944 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $73,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $72,051 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $75,122 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,450 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,086,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,509,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,555,584 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,086,663 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,509,425 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,086,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,509,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,086,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,509,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,086,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,422,762 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,509,425 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,509,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $3,780,529 | $3,756,856 | $23,673 | $23,673 |
| Passthrough K1 Capital Gain/(Loss) | -$6,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,726 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $190,022 | NetVlNoncharitableAssetsYr1Amt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| 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 | 0.0 | TotalDistributionRt |
| Average Distribution | 0.0 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,150,208 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $481 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $481 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $145,596 | 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 | $481 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $481 | SubtotalAmt |
| Tax Based On Investment Income | $481 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1 | TotalPaymentsAndCreditsAmt |
| Tax Due | $480 | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 5.0 | $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 | VP / Dir | 1.0 | $0 | $0 | $0 |
| 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 | $2,490,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $707,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,198,181 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,198,181 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,150,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $157,510 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $157,510 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $481 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $481 | TotalTaxAmt |
| Distributable Before Adj | $157,029 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $157,029 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $157,029 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,596 | 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 | $145,596 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $481 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $145,115 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,029 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $145,596 | QualifyingDistributionsAmt |
| Applied To Current Year | $145,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $11,433 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANCHORAGE INC | |||||||
| 162 HAMPTON LN | LEESBURG | GA | 31763 | N/A | PC | General & Unrestricted | $20,000 |
| ANGELS AMONG US PET RESCUE INC | |||||||
| 2402 ABBEY CT | ALPHARETTA | GA | 30004 | N/A | PC | General & Unrestricted | $8,300 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BR | GA | 30542 | N/A | PC | General & Unrestricted | $15,000 |
| EXTRA SPECIAL PEOPLE INC | |||||||
| PO BOX 615 | WATKINSVILLE | GA | 30677 | N/A | PC | General & Unrestricted | $7,500 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | N/A | PC | Lake Oconee Chapter | $10,000 |
| FRIENDS TO THE FORLORN PITBULL RESCUE INC | |||||||
| 112 BAINBRIDGE DR | DALLAS | GA | 30132 | N/A | PC | General & Unrestricted | $8,300 |
| KNOX COLLEGE | |||||||
| 2 E S ST | GALESBURG | IL | 61401 | N/A | PC | General & Unrestricted | $10,000 |
| LIFELINE ANIMAL PROJECT INC | |||||||
| 129 LAKE ST | AVONDALE ESTATES | GA | 30002 | N/A | PC | General & Unrestricted | $8,400 |
| MICHAELS WAY | |||||||
| 175 COMMERCE DR STE 400 | FT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $15,000 |
| ST PIUS X CATHOLIC HIGH SCHOOL | |||||||
| 2674 JOHNSON RD NE | ATLANTA | GA | 30345 | N/A | PC | General & Unrestricted | $19,200 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7201 | WINSTON SALEM | NC | 27109 | N/A | PC | RPE RC0898 Program | $5,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,500 | 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 | $405 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,623 | 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 | $16,726 | 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 | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,850 | 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 | $1,541,570 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | APPLE INC AAPL, 1000 sh. | $116,315 | 2016-12-30 |
| 1 | NETFLIX INC NFLX, 3000 sh. | $375,255 | 2016-12-30 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPMORGAN CHASE & CO - 0.000% - | BondNm |
| EOY Book Value | $73,000 | EOYBookValueAmt |
| EOYFMV | $72,051 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN MUTUAL FUND CL F2 | $193,624 | $200,994 |
| APPLE INC | $116,315 | $115,820 |
| AQR STYLE PREMIA ALT FD CL I | $101,016 | $99,259 |
| CATALYST HEDGED FUTURES STRATE | $57,617 | $54,643 |
| CATALYST MILLBURN HEDGE STRATE | $104,590 | $106,203 |
| CHIRON CAPITAL ALLOCATION FUND | $163,307 | $161,189 |
| COLUMBIA FDS SRS TR I STRATEGI | $433,098 | $431,357 |
| DOUBLELINE TOTAL RETURN BOND | $322,472 | $314,940 |
| EIC VALUE FD CL I | $188,578 | $199,812 |
| FINANCIAL SELECT SECTOR SPDR F | $129,008 | $130,805 |
| FIRST EAGLE SOGEN OVERSEAS FUN | $111,197 | $110,711 |
| FIRST TRUST DORSEY WRIGHT INTL | $111,990 | $111,666 |
| GUGGENHEIM S&P EQUAL WEIGHT ET | $257,155 | $266,765 |
| ISHARE SP SMALL CAP 600 INDEX | $120,834 | $122,255 |
| ISHARES TR S & P MIDCAP 400 IN | $87,774 | $87,961 |
| JANUS ADVISER FLEXIBLE INCOME | $39,671 | $38,524 |
| NETFLIX INC | $375,256 | $371,400 |
| SELECT SECTOR SPDR ENERGY FUND | $129,078 | $128,119 |
| SELECT SECTOR SPDR INDUSTRIAL | $119,797 | $128,547 |
| SPDR S&P 500 ETF TRUST | $325,028 | $334,177 |
| TECHNOLOGY SPDR | $115,759 | $132,797 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| POWERSHARES DB BASE METALS FUN | $34,875 | $36,808 |
| POWERSHARES DB ENERGY FUND | $40,247 | $40,642 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Foundation Formation/1023 Prep | $1,612 | $1,612 |
| General Consultations | $666 | $666 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,918 | $11,918 | |
| Administrative Set-Up Fee | $3,500 | $3,500 | |
| Bank Charges | $152 | $152 | |
| K-1 Exp POWERSHARES DB BASE ME | $40 | $40 | |
| K-1 Exp POWERSHARES DB ENERGY | $39 | $39 | |
| K-1 Exp POWERSHARES DB PRECIOU | $77 | $77 | |
| K-1 Exp POWERSHARES DB SILVER | $73 | $73 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss POWERSHARES DB BASE METALS FUND | $20 | $20 |
| K-1 Inc/Loss POWERSHARES DB ENERGY FUND | $21 | $21 |
| K-1 Inc/Loss POWERSHARES DB PRECIOUS METALS FUND | $29 | $29 |
| K-1 Inc/Loss POWERSHARES DB SILVER FUND | $26 | $26 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $22,365 | $22,365 | |
| LOGO DESIGN | $400 | $400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Extension for 2015 | $21,315 | |
| Foreign Tax Paid | $1 | $1 |
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