2026-04-03T09:50:32-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 475620198 The Whitcomb Family Foundation Inc % Foundation Source WHIT 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Elizabeth Whitcomb President 8008391754 2026-03-28 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 28940914 X 11238359 64394 64394 623696 623696 213034 13012672 1360182 12139483 2048272 0 118682 118682 62600 38316 22 38294 219598 118704 38294 4634500 4634500 4854098 118704 4672794 7285385 1929568 0 2156889 2435382 2435382 17415993 24422885 26505532 19572882 26858267 28940914 0 0 X 19572882 26858267 19572882 26858267 19572882 26858267 19572882 7285385 26858267 26858267 Publicly-traded Securities 13012672 11652490 1360182 1360182 1360182 26821 26821 26821 20411 0 20411 X 0 6410 0 false false false false false false false true true GA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Jannah Overcast Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 2.0 0 0 0 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 UBS Financial Services 3560 LENOX ROAD NE SUITE 2800 ATLANTA GA 30326 Investment Mgmt 118682 23799963 2043661 0 25843624 0 25843624 387654 25455970 1272799 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Unrestricted 20000 TEKTON CAREER TRAINING 3529 CHURCH ST STE D CLARKSTON GA 30021 N/A PC General & Unrestricted 10000 ULTIMATE PEACE INC 74 EASTWOOD DR DEERFIELD IL 60015 N/A PC Integrated Athlete 10000 ULTIMATE PEACE INC 74 EASTWOOD DR DEERFIELD IL 60015 N/A PC General & Unrestricted 25000 VIGILANT TORCH FOUNDATION 5680 KING CENTRE DR STE 600 ALEXANDRIA VA 22315 N/A PC General & Unrestricted 20000 4634500 14 64394 14 623696 18 213034 901124 901124 false false false false false false false false false false X X 1 Whitcomb Richard A 2787 Hawthorne Drive NE Atlanta GA 30345 11238359 X 1 ISHARES MSCI USA MOMENTUM FACTOR MTUM, 19442 sh. 4325456 2025-02-21 1 GOLDMAN SACHS GQG PARTNERS INTERNATIONA GSIMX, 34437 sh. 714912 2025-02-24 1 GOLDMAN SACHS GQG PARTNERS INTERNATIONA GSIMX, 142205.751 sh. 3199629 2025-03-21 1 ISHARES MSCI USA MOMENTUM FACTOR MTUM, 1394 sh. 348012 2025-12-19 1 VANGUARD S&P 500 ETF VOO, 470 sh. 294218 2025-12-19 1 VANGUARD INTL HIGH DIV YIELD ETF VYMI, 26397 sh. 2356132 2025-12-19 CARY 1055118 1045440 FIRST TRUST RISING DIV ACHEIVE 1744010 2038458 GOLDMAN SACHS GQG PARTNERS INT 4026866 4317199 INVESCO BULLETSHARES 2026 CORP 1011517 1019681 INVESCO BULLETSHARES 2027 CORP 1010147 1024269 INVESCO BULLETSHARES 2028 CORP 1008703 1028743 INVESCO BULLETSHARES 2029 CORP 972634 996955 INVESCO S&P 500 EQUAL WEIGHT E 68820 84670 ISHARES MRGST GRO IN 83079 82634 ISHARES MSCI USA MOMENTUM FACT 3379970 3760157 ISHARESLEHMAN 7-10YR 1029981 1030354 VANGUARD INTL HIGH DIV YIELD E 2609784 2701530 VANGUARD S&P 500 ETF 294218 294751 VANGUARD TOTAL BOND MARKET ETF 1011269 1026981 VANGUARD WORLD FUND ETF MEGA C 3407169 4041431 VICTORYSHARES FREE CASH FLOW E 1709600 2012279 Administrative Fees 38164 38164 Bank Charges 22 22 Office Supplies 130 130 Investment Management Services 118682 118682 990-PF Estimated Tax for 2025 19100 990-PF Extension for 2024 43500