JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION (EIN 75-2823240)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349101592
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T08:44:27-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462958029 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER GROSSBARD ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 N SHEPHERD DR SUITE 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752823240 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEFF & BONNIE WHITMAN | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 2148909980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11505 HILLCREST RD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFERY WHITMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2148909980 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFERY | PersonFirstNm |
| Person Last | WHITMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA GALVAN | PreparerPersonNm |
| PTIN | P01339707 | PTIN |
| Phone | 7136223960 | PhoneNum |
| Preparation | 2022-11-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $782,589 | 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 | $379,351 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,180 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,180 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $305,296 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $410,885 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $305,296 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $77 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $69 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $685,904 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $306,545 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $935 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $935 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,969 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,969 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,969 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $515,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $305,232 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,617 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $230,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $230,203 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $505,107 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $544,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $544,381 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,005 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,005 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,005 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $586,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $782,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $782,589 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $306 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $306 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $8,358 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,900 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,206 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $578,024 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $770,383 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $578,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $770,383 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $586,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $782,589 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $578,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $515,622 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,431 | OtherIncreasesAmt |
| Subtotal | $1,104,077 | SubtotalAmt |
| Other Decreases | $333,694 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $770,383 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 29 SHS AMAZON.COM | D | 2017-01-31 | 2021-06-10 | $96,402 | $23,827 | $72,575 | $72,575 |
| 1122 SHS APPLE INC | D | 2016-07-20 | 2021-11-23 | $178,588 | $39,683 | $138,905 | $138,905 |
| 33 SHS ISHARES S&P 100 ETF | P | 2014-05-27 | 2021-10-04 | $6,498 | $2,806 | $3,692 | $3,692 |
| 25 SHS ISHARES CORE MSCI TOTAL INTL STOCK ETF | P | 2016-12-22 | 2021-11-19 | $1,819 | $1,251 | $568 | $568 |
| 220 SHS MICROSOFT CORP | D | 2017-12-12 | 2021-11-23 | $73,622 | $18,857 | $54,765 | $54,765 |
| 15 SHS SPDR S&P 500 ETF TR | P | 2014-05-27 | 2021-11-19 | $7,037 | $2,870 | $4,167 | $4,167 |
| 32 SHS SPDR S&P MIDCAP 400 ETF TR | P | 2014-05-27 | 2021-10-04 | $15,692 | $8,032 | $7,660 | $7,660 |
| 124 SHS VISA INC CL A | D | 2015-03-17 | 2021-06-10 | $28,927 | $8,263 | $20,664 | $20,664 |
| J&B WHITMAN LTD K-1 - NET STCG | P | $139 | $139 | $139 | |||
| J&B WHITMAN LTD K-1 - NET LTCG | P | $2,161 | $2,161 | $2,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $305,296 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,780 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,780 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,463 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY WHITMAN | IndividualWithBooksNm |
| Phone | 2148909980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11505 HILLCREST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY WHITMAN | ||||||||
| 11505 HILLCREST | DALLAS | TX | 75230 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BONNIE WHITMAN | ||||||||
| 11505 HILLCREST | DALLAS | TX | 75230 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,640 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $431,787 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $521,653 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $521,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $513,828 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,243 | TotalTaxAmt |
| Distributable Before Adj | $21,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,448 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,969 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $168,969 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $396,809 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,461 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,124 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $587,394 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,969 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $147,521 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $734,915 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $734,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $396,809 | ExcessFromYear3Amt |
| Excess From Year2 | $83,461 | ExcessFromYear2Amt |
| Excess From Year1 | $107,124 | ExcessFromYear1Amt |
| Excess From Current Year | $147,521 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY WHITMAN | ContributingManagerNm |
| Contributing Manager | BONNIE WHITMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKIBA ACADEMY OF DALLAS | |||||||
| 12324 MERIT DRIVE | DALLAS | TX | 75251 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| AMERICAN FRIENDS OF YESHIVA MIGDAL TORAH | |||||||
| 1191 EAST 18TH STREET | HOUSTON | TX | 11230 | NONE | 501(C)(3) | CHARITABLE | $46,000 |
| ANN & NATE LEVINE ACADEMY | |||||||
| 18011 HILLCREAST ROAD | DALLAS | TX | 75252 | NONE | 501(C)(3) | CHARITABLE | $4,626 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 4635 SOUTHWEST FWY | HOUSTON | TX | 77027 | NONE | 501(C)(3) | CHARITABLE | $250 |
| AT&T PERFORMING ARTS CENTER | |||||||
| 700 NORTH PEARL SUITE N1800 | DALLAS | TX | 75201 | NONE | 501(C)(3) | CHARITABLE | $8,350 |
| BLACKLAND PRAIRIE RAPTOR CENTER | |||||||
| 1625 BROCKDALE PARK ROAD | LUCAS | TX | 75002 | NONE | 501(C)(3) | CHARITABLE | $250 |
| B'NAI VAIL CONGREGATION | |||||||
| 19 VAIL ROAD | VAIL | CO | 81657 | NONE | 501(C)(3) | CHARITABLE | $1,300 |
| CAMP YOUNG JUDEA | |||||||
| 5410 BELLAIRE BLVD STE 207 | BELLAIRE | TX | 77401 | NONE | 501(C)(3) | CHARITABLE | $532 |
| CONGREGATION ANSHAI TORAH | |||||||
| 5501 PARKER RD | PLANO | TX | 75093 | NONE | 501(C)(3) | CHARITABLE | $200 |
| CONGREGATION SHEAITH ISREAL | |||||||
| 9401 DOUGLAS | DALLAS | TX | 75225 | NONE | 501(C)(3) | CHARITABLE | $9,573 |
| DALLAS ARBORETUM | |||||||
| 8525 GARLAND ROAD | DALLAS | TX | 75218 | NONE | 501(C)(3) | CHARITABLE | $539 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD STREET STE 100 | DALLAS | TX | 75202 | NONE | 501(C)(3) | CHARITABLE | $13,334 |
| DALLAS MUSEUM OF ART | |||||||
| 1717 N HARWOOD ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | CHARITABLE | $2,301 |
| JEWISH COMMUNITY CENTER OF DALLAS | |||||||
| 7900 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $9,984 |
| JEWISH FAMILY SERVICE | |||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| JEWISH FEDERATION OF GREATER DALLAS | |||||||
| 7800 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $50,025 |
| KERA-NTPB | |||||||
| 3000 HARRY HINES BOULEVARD | DALLAS | TX | 75201 | NONE | 501(C)(3) | CHARITABLE | $250 |
| KIMBELL ART MUSEUM | |||||||
| 3333 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | NONE | 501(C)(3) | CHARITABLE | $300 |
| MINDWORKS | |||||||
| 2640 TALLANT RD | SANTA BARBARA | CA | 93105 | NONE | 501(C)(3) | CHARITABLE | $225 |
| PEROT MUSEUM OF NATURE AND SCIENCE | |||||||
| 2201 N FIELD STREET | DALLAS | TX | 75202 | NONE | 501(C)(3) | CHARITABLE | $250 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | CHARITABLE | $500 |
| SOUTH OF FOREST | |||||||
| 7023 NORTHHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $400 |
| THE TEXAS OPHTHALMOLOGICAL ASSOCIATION FOUNDATION | |||||||
| 401 WEST 15TH STREET SUITE 825 | AUSTIN | TX | 78701 | NONE | 501(C)(3) | CHARITABLE | $500 |
| TIFERET ISRAEL CONGREGATION | |||||||
| 10909 HILLCREST ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $550 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 EAST 42ND ST SUITE 400 | NEW YORK | NY | 10017 | NONE | 501(C)(3) | CHARITABLE | $104 |
| AMERICAN COLLEGE OF EYE SURGEONS | |||||||
| 334 E LAKE RD S 135 | PALM HARBOR | FL | 34685 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| CARING BRIDGE | |||||||
| 2750 BLUE WATER ROAD SUITE 275 | EAGLE | MN | 55121 | NONE | 501(C)(3) | CHARITABLE | $50 |
| DALLAS ZOO MANAGEMENT | |||||||
| 650 S R L THORNTON FWY | DALLAS | TX | 75203 | NONE | 501(C)(3) | CHARITABLE | $199 |
| SHARING LIFE | |||||||
| 3544 E EMPORIUM CIR | MESQUITE | TX | 75150 | NONE | 501(C)(3) | CHARITABLE | $100 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | 501(C)(3) | CHARITABLE | $200 |
| HIMALAYAN CATARACT | |||||||
| PO BOX 55 | WATERBURY | VT | 05676 | NONE | 501(C)(3) | CHARITABLE | $263 |
| HONEY FROM THE HEART | |||||||
| 3495 PIEDMONT RD | ATLANTA | GA | 30305 | NONE | 501(C)(3) | CHARITABLE | $714 |
| NORTH TEXAS GIVING DAY | |||||||
| 5500 CARUTH HAVEN LN | DALLAS | TX | 75225 | NONE | 501(C)(3) | CHARITABLE | $550 |
| OMAZE INC | |||||||
| 4840 ALLA RD | LOS ANGELES | CA | 90066 | NONE | 501(C)(3) | CHARITABLE | $100 |
| OPERATION KINDNESS | |||||||
| 3201 EARHART DR | CARROLLTON | TX | 75006 | NONE | 501(C)(3) | CHARITABLE | $50 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | 501(C)(3) | CHARITABLE | $100 |
| THE PHI BETA KAPPA SOCIETY | |||||||
| 1606 NEW HAMPSHIRE AVE | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | CHARITABLE | $60 |
| RETINA FOUNDATION | |||||||
| 9600 N CENTRAL EXPRESSWAY SUITE 200 | DALLAS | TX | 75231 | NONE | 501(C)(3) | CHARITABLE | $800 |
| VAIL VALLEY FOUNDATION | |||||||
| PO BOX 6550 | AVON | CO | 81620 | NONE | 501(C)(3) | CHARITABLE | $3,440 |
| WOLF PACK SOCCER | |||||||
| 5601 W PARKER RD | PLANO | TX | 75093 | NONE | 501(C)(3) | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,969 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,180 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $305,296 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | J&B WHITMAN LTD K-1 - ORDINARY BUSINESS INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $306,553 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $306,553 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JEFF AND BONNIE WHITMAN | ||||||
| 1 | 11505 HILLCREST RD | DALLAS | TX | 75230 | $181,102 | Yes (X) |
| JEFF AND BONNIE WHITMAN | ||||||
| 2 | 11505 HILLCREST RD | DALLAS | TX | 75230 | $74,290 | Yes (X) |
| JEFF AND BONNIE WHITMAN | ||||||
| 3 | 11505 HILLCREST RD | DALLAS | TX | 75230 | $95,153 | Yes (X) |
| JEFF AND BONNIE WHITMAN | ||||||
| 4 | 11505 HILLCREST RD | DALLAS | TX | 75230 | $28,806 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1122 SHS APPLE INC | $181,102 | 2021-11-23 |
| 2 | 220 SHS MICROSOFT CORP | $74,290 | 2021-11-23 |
| 3 | 29 SHS AMAZON.COM INC | $95,153 | 2021-06-10 |
| 4 | 124 SHS VISA INC CL A | $28,806 | 2021-06-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $375 | Amt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| J&B WHITMAN LTD | AT COST | $79,341 | $79,341 |
| LIFE INSURANCE POLICY | AT COST | $465,040 | $465,040 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSET | Desc |
| BOY Book Value | $8,005 | BOYBookValueAmt |
| EOY Book Value | $8,005 | EOYBookValueAmt |
| EOYFMV | $8,005 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| N/D PORTION OF DONATION | $2,275 |
| NET INC/EXP RELATED TO INSURANCE POLICY | $8,066 |
| ADJUSTMENT TO FAIR MARKET VALUE-STOCK CONTRIBUTIONS | $288,720 |
| ADJUSTMENT TO LIFE INSURANCE POLICY VALUE | $34,633 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | J&B WHITMAN, LTD OTHER DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $935 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $935 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $69 | $69 | $69 |
| J&B WHITMAN LTD K-1 - ORDINARY BUSINESS INCOME | $8 | $8 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX-EXEMPT INCOME | $354 |
| ADJUSTMENT TO TAX BASIS FOR J&B WHITMAN INVESTMENT | $10,077 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $8,358 | BOYBookValueAmt |
| EOY Book Value | $11,900 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| J&B WHITMAN LTD - FOREIGN TAXES | $2 | $2 | $0 |
| UBS - 85590 - FOREIGN TAXES | $1 | $1 | $0 |
Comments