The@Henrietta & David Whitcomb Family Foundation

Whitcomb Family Foundation's Assets Plummeted by 93% in 2023 Amidst High Expenses.

EIN: 137267896 · Watertown, MA · NTEE: T21 · Updated: 2026-03-28

$518KRevenue
$445KAssets
75/100Mission Score (Good)
T21

Is The@Henrietta & David Whitcomb Family Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

The@Henrietta & David Whitcomb Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About The@Henrietta & David Whitcomb Family Foundation

The@Henrietta & David Whitcomb Family Foundation (EIN: 137267896) is a nonprofit organization based in Watertown, MA, classified under NTEE code T21. The organization reported total revenue of $518K and total assets of $445K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The@Henrietta & David Whitcomb Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Henrietta & David Whitcomb Family Foundation appears to be a private foundation, as indicated by its NTEE code (T21) and consistent low revenue relative to expenses in most years. Its financial health shows significant fluctuations. For instance, in 2023, the foundation reported revenue of $33,065 against expenses of $260,894, leading to a substantial deficit and a sharp decline in assets from $261,989 in 2022 to $16,848. This trend of expenses often exceeding revenue is common for foundations that primarily disburse grants from an endowment, but the drastic asset reduction in 2023 warrants closer examination. Spending efficiency is difficult to fully assess without a detailed breakdown of program, administrative, and fundraising expenses, which are not provided in the summary data. However, the consistent reporting of 0% officer compensation across all filings suggests a lean operational structure regarding executive pay. The foundation's primary activity, as a family foundation, is typically grantmaking, which is inherently program-focused. The significant expense in 2023, relative to its assets, suggests a large grant or a series of grants were made, aligning with a program-centric mission. Transparency, based on the provided data, is adequate in terms of filing history and officer compensation disclosure. The consistent filing of IRS Form 990s over a decade demonstrates compliance. However, without access to the full 990 forms, specific details on grant recipients, administrative overhead, and investment performance remain opaque. The foundation's structure as a private family foundation often means less public-facing transparency than public charities, but the available data points to a compliant and generally low-overhead operation.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The@Henrietta & David Whitcomb Family Foundation with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, The@Henrietta & David Whitcomb Family Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

Officer compensation has consistently been reported as 0% across all available filings, indicating that no salaries or other compensation are paid to officers, which is highly efficient for an organization of this size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of The@Henrietta & David Whitcomb Family Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for The@Henrietta & David Whitcomb Family Foundation:

Frequently Asked Questions about The@Henrietta & David Whitcomb Family Foundation

Is The@Henrietta & David Whitcomb Family Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, The@Henrietta & David Whitcomb Family Foundation (EIN: 137267896) some concerns. Mission Score: 75/100. 2 red flags identified, 3 strengths noted.

How does The@Henrietta & David Whitcomb Family Foundation spend its money?

The@Henrietta & David Whitcomb Family Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to The@Henrietta & David Whitcomb Family Foundation tax-deductible?

The@Henrietta & David Whitcomb Family Foundation is registered as a tax-exempt nonprofit (EIN: 137267896). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Why did the foundation's assets decrease so dramatically in 2023?

The foundation's assets decreased from $261,989 in 2022 to $16,848 in 2023, a 93% reduction. This was primarily due to expenses of $260,894 significantly exceeding revenue of $33,065 in that period, suggesting a substantial grant or series of grants were made, or a significant investment loss occurred.

What is the primary purpose of The Henrietta & David Whitcomb Family Foundation?

As a family foundation (NTEE code T21), its primary purpose is typically to manage and disburse grants from an endowment to support charitable causes, rather than direct program delivery or public fundraising.

Does the foundation engage in fundraising activities?

Given the consistent low revenue figures (excluding 2019) and the nature of a family foundation, it is highly unlikely the foundation engages in public fundraising. Its revenue primarily comes from investment returns or contributions from the founding family.

Filing History

IRS 990 filing history for The@Henrietta & David Whitcomb Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), The@Henrietta & David Whitcomb Family Foundation's revenue has grown by 1677.7%, moving from $2K to $33K. Total assets decreased by 96.7% over the same period, from $511K to $17K. Total functional expenses rose by 381.7%, from $54K to $261K. In its most recent filing year (2023), The@Henrietta & David Whitcomb Family Foundation reported a deficit of $228K, with expenses exceeding revenue. The organization holds $1 in liabilities against $17K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $17K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp.PDF
2023 $33K $261K $17K $1 View 990
2022 $45K $50K $262K $1 View 990
2021 $2K $70K $377K $1
2020 $2K $50K $317K $1
2019 $206K $24K $365K $1 View 990
2015 $256 $100K $211K $1 View 990
2014 $447 $52K $310K $1 View 990
2013 $563 $79K $362K $1 View 990
2012 $830 $71K $440K $1 View 990
2011 $2K $54K $511K $1 View 990

Year-by-Year Financial Summary

Data Sources and Methodology

This transparency report for The@Henrietta & David Whitcomb Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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