WHITCOMB FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WHITCOMB FAMILY FOUNDATION INC (EIN 47-5620198)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-03
- IRS object ID
- 202600939349100125
- Schema version
- 2025v4.1
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-03T09:50:32-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-03-28 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,940,914 | 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 | $11,238,359 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $64,394 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64,394 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $623,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $623,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $213,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,012,672 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,360,182 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,139,483 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,048,272 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $118,682 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,682 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $62,600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $38,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,294 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $219,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,704 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,294 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,634,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,634,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,854,098 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,704 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,672,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,285,385 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,929,568 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,156,889 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,435,382 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,435,382 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,415,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,422,885 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,505,532 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $19,572,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,858,267 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,940,914 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $19,572,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,858,267 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,572,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,858,267 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,572,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,858,267 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,572,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,285,385 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,858,267 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,858,267 | 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 | $13,012,672 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,652,490 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,360,182 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,360,182 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,360,182 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,821 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,821 | SubtotalAmt |
| Tax Based On Investment Income | $26,821 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,411 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $20,411 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,410 | TaxDueAmt |
| Refund | $0 | 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 | 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 (7 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 |
| Judene D Reese | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $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 | 3560 LENOX ROAD NE SUITE 2800 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $118,682 | 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 | $23,799,963 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,043,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,843,624 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,843,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $387,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,455,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,272,799 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,272,799 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,821 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,821 | TotalTaxAmt |
| Distributable Before Adj | $1,245,978 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,245,978 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,245,978 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,672,794 | 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 | $4,672,794 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,245,978 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $741,566 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $232,600 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $347,552 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $607,596 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,170,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,099,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,672,794 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,245,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,426,816 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,526,616 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $741,566 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,785,050 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $232,600 | ExcessFromYear4Amt |
| Excess From Year3 | $347,552 | ExcessFromYear3Amt |
| Excess From Year2 | $607,596 | ExcessFromYear2Amt |
| Excess From Year1 | $3,170,486 | ExcessFromYear1Amt |
| Excess From Current Year | $3,426,816 | 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 (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHIMSA HOUSE | |||||||
| PO BOX 8181 | ATLANTA | GA | 31106 | N/A | PC | General & Unrestricted | $50,000 |
| ANCHORAGE INC | |||||||
| 162 HAMPTON LN | LEESBURG | GA | 31763 | N/A | PC | General & Unrestricted | $60,000 |
| ANGELS AMONG US PET RESCUE INC | |||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | N/A | PC | Snuffie's Fund | $20,000 |
| ANGELS AMONG US PET RESCUE INC | |||||||
| PO BOX 821 | ALPHARETTA | GA | 30009 | N/A | PC | General & Unrestricted | $25,000 |
| BACKPACK BUDDIES OF METRO ATLANTA INC | |||||||
| 2458 JETT FERRY RD STE 350 | ATLANTA | GA | 30338 | N/A | PC | Holiday Bonus Bag | $20,000 |
| BACKPACK BUDDIES OF METRO ATLANTA INC | |||||||
| 2458 JETT FERRY RD STE 350 | ATLANTA | GA | 30338 | N/A | PC | General & Unrestricted | $25,000 |
| BACKPACK BUDDIES OF METRO ATLANTA INC | |||||||
| 2458 JETT FERRY RD STE 350 | ATLANTA | GA | 30338 | N/A | PC | Fund for eSprinter Van initial costs | $25,000 |
| BELOVED BOOKS BOOKMOBILE INC | |||||||
| 737 SYCAMORE ST | DECATUR | GA | 30030 | N/A | PC | General & Unrestricted | $10,000 |
| CALHOUN COUNTY BOARD OF COMMISSIONERS | |||||||
| PO BOX 226 | MORGAN | GA | 39866 | N/A | GOV | Calhoun County Family Connection | $20,000 |
| CALHOUN COUNTY BOARD OF COMMISSIONERS | |||||||
| PO BOX 226 | MORGAN | GA | 39866 | N/A | GOV | Calhoun County Family Connection Thanksgiving and Christmas funds | $40,000 |
| CHILDRENS LITERACY NETWORK | |||||||
| 1100 N MAIN ST STE 207 | ANN ARBOR | MI | 48104 | N/A | PC | General operations fund and Specific Strategic Intensive Fund | $16,000 |
| COMMUNITIES OVERCOMING VIOLENT ENCOUNTERS INC | |||||||
| 906 E LUDINGTON AVE | LUDINGTON | MI | 49431 | N/A | PC | General & Unrestricted | $75,000 |
| COMMUNITY CATS TNR | |||||||
| PO BOX 384 | LUDINGTON | MI | 49431 | N/A | PC | General & Unrestricted | $2,500 |
| 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 (Endowment for Therapy Program and Girls Center) | $75,000 |
| EAGLE RANCH INC | |||||||
| 5500 UNION CHURCH RD | FLOWERY BRANCH | GA | 30542 | N/A | PC | General & Unrestricted | $25,000 |
| EXTRA SPECIAL PEOPLE INC | |||||||
| 189 VFW DR | WATKINSVILLE | GA | 30677 | N/A | PC | General & Unrestricted | $70,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | N/A | PC | General & Unrestricted | $35,000 |
| FRIENDS OF THE CENTRAL LAKE DISTRICT LIBRARY | |||||||
| PO BOX 818 | CENTRAL LAKE | MI | 49622 | N/A | PC | Funds for books at the Central Lake Public School Library | $5,000 |
| FRIENDS TO THE FORLORN PITBULL RESCUE INC | |||||||
| PO BOX 2316 | DALLAS | GA | 30132 | N/A | PC | General & Unrestricted | $25,000 |
| FURKIDS INC | |||||||
| 5235 UNION HILL RD | CUMMING | GA | 30040 | N/A | PC | General & Unrestricted | $5,500 |
| FURKIDS INC | |||||||
| 5235 UNION HILL RD | CUMMING | GA | 30040 | N/A | PC | Charitable Event | $25,000 |
| FURKIDS INC | |||||||
| 5235 UNION HILL RD | CUMMING | GA | 30040 | N/A | PC | Cat Shelter Capital Campaign | $34,000 |
| GEORGIA DEPARTMENT OF HUMAN SERVICES DIVISION OF F | |||||||
| 47 TRINITY AVE SW 1ST FL | ATLANTA | GA | 30334 | N/A | GOV | Clark's Christmas Kids 2025 | $20,000 |
| GEORGIA PURPLE HEART VETERANS FOUNDATION INC | |||||||
| 6015 OVERLOOK PARK DR | CUMMING | GA | 30040 | N/A | PC | Gwinnett County Veterans Museum | $10,000 |
| GROVE CHAPEL MINISTRY INC | |||||||
| 144 LONG LEAF LN | EATONTON | GA | 31024 | N/A | PC | General & Unrestricted | $35,000 |
| HANCOCK COUNTY CIS FAMILY CONNECTION INC | |||||||
| 11311 HWY 15 N | SPARTA | GA | 31087 | N/A | PC | General & Unrestricted | $7,500 |
| HUMANE SOCIETY OF HALL COUNTY | |||||||
| 845 W RIDGE RD | GAINESVILLE | GA | 30501 | N/A | PC | Better Together Georgia | $150,000 |
| HUMANE SOCIETY OF HALL COUNTY | |||||||
| 845 W RIDGE RD | GAINESVILLE | GA | 30501 | N/A | PC | Better Together Georgia program | $50,000 |
| IMMACULATE HEART OF MARY CATHOLIC CHURCH | |||||||
| 2855 BRIARCLIFF RD NE | ATLANTA | GA | 30329 | N/A | PC | I Give Catholic bus campaign | $60,000 |
| 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 | $30,000 |
| KIDZ 2 LEADERS INC | |||||||
| 1640 POWERS FERRY ROAD BLDG 15 | MARIETTA | GA | 30067 | N/A | PC | General & Unrestricted | $25,000 |
| KNOX COLLEGE | |||||||
| 2 E S ST | GALESBURG | IL | 61401 | N/A | PC | General & Unrestricted | $1,750,000 |
| KNOX COLLEGE | |||||||
| 2 E S ST | GALESBURG | IL | 61401 | N/A | PC | Knox annual scholarship fund | $500,000 |
| KNOX COLLEGE | |||||||
| 2 E S ST | GALESBURG | IL | 61401 | N/A | PC | Phi Gamma Delta House renovation project | $250,000 |
| KNOX COLLEGE | |||||||
| 2 E S ST | GALESBURG | IL | 61401 | N/A | PC | Career Center Trek program | $500,000 |
| LIFELINE ANIMAL PROJECT INC | |||||||
| 3180 PRESIDENTIAL AVE | ATLANTA | GA | 30340 | N/A | PC | Charitable Event | $25,000 |
| 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 |
| MCLEAN HOSPITAL CORPORATION | |||||||
| 115 MILL ST M/S 126 | BELMONT | MA | 02478 | N/A | PC | Klarman Eating Disorder Scholarship Fund | $25,000 |
| MICHAELS WAY | |||||||
| 520 W PENNSYLVANIA AVE 4 | FORT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $100,000 |
| NEXT STEP ATLANTA INC | |||||||
| 1755 GRASSLAND PKWY STE B | ALPHARETTA | GA | 30004 | N/A | PC | General & Unrestricted | $7,500 |
| PEACHTREE ROAD METHODIST CHURCH | |||||||
| 3180 PEACHTREE RD NW | ATLANTA | GA | 30305 | N/A | PC | Charitable Event | $5,000 |
| RECLIF COMMUNITY INC | |||||||
| 3200 POINTE PKWY 200 | PEACHTREE CORNERS | GA | 30092 | N/A | PC | Funds for Gym equipment and remodel | $50,000 |
| RECLIF COMMUNITY INC | |||||||
| 3200 POINTE PKWY 200 | PEACHTREE CORNERS | GA | 30092 | N/A | PC | General & Unrestricted | $55,000 |
| REFUGE COFFEE INC | |||||||
| 3803 MARKET ST | CLARKSTON | GA | 30021 | N/A | PC | Strategic Plan | $15,000 |
| REFUGE COFFEE INC | |||||||
| 3803 MARKET ST | CLARKSTON | GA | 30021 | N/A | PC | General & Unrestricted | $15,000 |
| SCOTTDALE EARLY LEARNING INC | |||||||
| 479 WARREN AVE | SCOTTDALE | GA | 30079 | N/A | PC | General & Unrestricted | $10,000 |
| SIGSBEE CHARTER SCHOOL INC | |||||||
| 939 FELTON RD | KEY WEST | FL | 33040 | N/A | PC | Funds for Marine Science Lab trip | $6,000 |
| SOCIETY OF ST VINCENT DE PAUL GEORGIA INC | |||||||
| 2050-C CHAMBLEE TUCKER RD | ATLANTA | GA | 30341 | N/A | PC | Impact Vector housing consulting | $2,500 |
| SOCIETY OF ST VINCENT DE PAUL GEORGIA INC | |||||||
| 2050-C CHAMBLEE TUCKER RD | ATLANTA | GA | 30341 | N/A | PC | Healthy Start for Life Launch | $75,000 |
| ST PIUS X CATHOLIC HIGH SCHOOL INC | |||||||
| 2674 JOHNSON RD NE | ATLANTA | GA | 30345 | N/A | PC | annual fund | $1,000 |
| ST PIUS X CATHOLIC HIGH SCHOOL INC | |||||||
| 2674 JOHNSON RD NE | ATLANTA | GA | 30345 | N/A | PC | Ring the Bells campaign | $27,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $20,000 |
| TEKTON CAREER TRAINING | |||||||
| 3529 CHURCH ST STE D | CLARKSTON | GA | 30021 | N/A | PC | General & Unrestricted | $10,000 |
| ULTIMATE PEACE INC | |||||||
| 74 EASTWOOD DR | DEERFIELD | IL | 60015 | N/A | PC | Integrated Athlete | $10,000 |
| ULTIMATE PEACE INC | |||||||
| 74 EASTWOOD DR | DEERFIELD | IL | 60015 | N/A | PC | General & Unrestricted | $25,000 |
| VIGILANT TORCH FOUNDATION | |||||||
| 5680 KING CENTRE DR STE 600 | ALEXANDRIA | VA | 22315 | N/A | PC | General & Unrestricted | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,634,500 | 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 | $64,394 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $623,696 | 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 | $213,034 | 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 | $901,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $901,124 | 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 | $11,238,359 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ISHARES MSCI USA MOMENTUM FACTOR MTUM, 19442 sh. | $4,325,456 | 2025-02-21 |
| 1 | GOLDMAN SACHS GQG PARTNERS INTERNATIONA GSIMX, 34437 sh. | $714,912 | 2025-02-24 |
| 1 | GOLDMAN SACHS GQG PARTNERS INTERNATIONA GSIMX, 142205.751 sh. | $3,199,629 | 2025-03-21 |
| 1 | ISHARES MSCI USA MOMENTUM FACTOR MTUM, 1394 sh. | $348,012 | 2025-12-19 |
| 1 | VANGUARD S&P 500 ETF VOO, 470 sh. | $294,218 | 2025-12-19 |
| 1 | VANGUARD INTL HIGH DIV YIELD ETF VYMI, 26397 sh. | $2,356,132 | 2025-12-19 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CARY | $1,055,118 | $1,045,440 |
| FIRST TRUST RISING DIV ACHEIVE | $1,744,010 | $2,038,458 |
| GOLDMAN SACHS GQG PARTNERS INT | $4,026,866 | $4,317,199 |
| INVESCO BULLETSHARES 2026 CORP | $1,011,517 | $1,019,681 |
| INVESCO BULLETSHARES 2027 CORP | $1,010,147 | $1,024,269 |
| INVESCO BULLETSHARES 2028 CORP | $1,008,703 | $1,028,743 |
| INVESCO BULLETSHARES 2029 CORP | $972,634 | $996,955 |
| INVESCO S&P 500 EQUAL WEIGHT E | $68,820 | $84,670 |
| ISHARES MRGST GRO IN | $83,079 | $82,634 |
| ISHARES MSCI USA MOMENTUM FACT | $3,379,970 | $3,760,157 |
| ISHARESLEHMAN 7-10YR | $1,029,981 | $1,030,354 |
| VANGUARD INTL HIGH DIV YIELD E | $2,609,784 | $2,701,530 |
| VANGUARD S&P 500 ETF | $294,218 | $294,751 |
| VANGUARD TOTAL BOND MARKET ETF | $1,011,269 | $1,026,981 |
| VANGUARD WORLD FUND ETF MEGA C | $3,407,169 | $4,041,431 |
| VICTORYSHARES FREE CASH FLOW E | $1,709,600 | $2,012,279 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $38,164 | $38,164 | |
| Bank Charges | $22 | $22 | |
| Office Supplies | $130 | $130 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $118,682 | Amt |
| Net Investment Income | $118,682 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $19,100 |
| 990-PF Extension for 2024 | $43,500 |