BETA

JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION (EIN 75-2823240)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349103205
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T10:43:28-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN462958029PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER GROSSBARD ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 N SHEPHERD DR SUITE 200AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77007ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752823240EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JEFF & BONNIE WHITMANBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEFFBusinessNameControlTxt
Phone2148909980PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111505 HILLCREST RDAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFERY WHITMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2148909980PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFERYPersonFirstNm
Person LastWHITMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA GALVANPreparerPersonNm
PTINP01339707PTIN
Phone7136223960PhoneNum
Preparation2021-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$598,118FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,956DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,956DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,248NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$187,001GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,248CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$359OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$278OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$45,563TotalRevAndExpnssAmt
Total Net Invst Incm$45,482TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,270AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$13,270AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$12InterestRevAndExpnssAmt
Interest Net Invst Incm$12InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,139OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$909OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,441TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,211TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$134,472ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$134,472ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$148,913TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,211TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$134,472TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$103,350ExcessRevenueOverExpensesAmt
Net Investment Income$31,271NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$62,029SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$58,617SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$58,617SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$59,696CorporateStockBOYAmt
Corporate Stock EOY$14,959CorporateStockEOYAmt
Corporate Stock EOYFMV$26,389CorporateStockEOYFMVAmt
Corporate Bonds BOY$100,015CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$502,099OtherInvestmentsBOYAmt
Other Investments EOY$505,107OtherInvestmentsEOYAmt
Other Investments EOYFMV$505,107OtherInvestmentsEOYFMVAmt
Other Assets BOY$9,940OtherAssetsBOYAmt
Other Assets EOY$8,005OtherAssetsEOYAmt
Other Assets EOYFMV$8,005OtherAssetsEOYFMVAmt
Total Assets BOY$733,779TotalAssetsBOYAmt
Total Assets EOY$586,688TotalAssetsEOYAmt
Total Assets EOYFMV$598,118TotalAssetsEOYFMVAmt
Accounts Payable BOY$306AccountsPayableBOYAmt
Accounts Payable EOY$306AccountsPayableEOYAmt
Other Liabilities BOY$51,680OtherLiabilitiesBOYAmt
Other Liabilities EOY$8,358OtherLiabilitiesEOYAmt
Total Liabilities BOY$51,986TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,664TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$681,793NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$578,024NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$681,793TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$578,024TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$733,779TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$586,688TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$681,793TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$103,350ExcessRevenueOverExpensesAmt
Other Increases$380OtherIncreasesAmt
Subtotal$578,823SubtotalAmt
Other Decreases$799OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$578,024TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1,860 SHS ISHARES TRUSTP2019-11-222020-08-31$101,776$100,015$1,761$1,761
213 SHS ISHARES COREP2016-12-222020-09-03$12,760$10,661$2,099$2,099
165 SHS SPDR S&P 500P2014-05-272020-09-03$58,669$31,567$27,102$27,102
10 SHS SPDR S&P MIDCAPP2014-05-272020-09-03$3,560$2,510$1,050$1,050
J&B WHITMAN LTD K-1 - NET STCGP$137$137$137
J&B WHITMAN LTD K-1 - NET LTCGP$2,499$2,499$2,499
RIDDLE HOLDINGSP$7,600$7,600$7,600
FieldValueIRS element (for citing)
Capital Gain Net Income$42,248CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$435InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$435SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$435TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,215EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,215TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,780OverpaymentAmt
Applied To ES Tax$2,780AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEFFREY WHITMANIndividualWithBooksNm
Phone2148909980PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111505 HILLCRESTAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY WHITMAN
11505 HILLCRESTDALLASTX75230PRESIDENT1.00$0$0$0
BONNIE WHITMAN
11505 HILLCRESTDALLASTX75230DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$123,175AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,567AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$405,370FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$564,112TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$564,112AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,462CashDeemedCharitableAmt
Net Vl Noncharitable Assets$555,650NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,783MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,783MinimumInvestmentReturnAmt
Tax Based On Investment Income$435TaxBasedOnInvestmentIncomeAmt
Total Tax$435TotalTaxAmt
Distributable Before Adj$27,348DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,348DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,348DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$134,472ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$134,472QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$134,472AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,348DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$36,819ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$396,809ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$83,461ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$517,089TotalExcessDistributionCyovAmt
Qualifying Distributions$134,472QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,348AppliedToCurrentYearAmt
Remaining Distri From Corpus$107,124RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$624,213TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$36,819ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$587,394ExcessDistriCyovToNextYrAmt
Excess From Year2$396,809ExcessFromYear2Amt
Excess From Year1$83,461ExcessFromYear1Amt
Excess From Current Year$107,124ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFFREY WHITMANContributingManagerNm
Contributing ManagerBONNIE WHITMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AKIBA ACADEMY OF DALLAS
12324 MERIT DRIVEDALLASTX75251NONE501(C)(3)CHARITABLE$1,800
ANN & NATE LEVINE ACADEMY
18011 HILLCREAST ROADDALLASTX75252NONE501(C)(3)CHARITABLE$360
B'NAI VAIL CONGREGATION
19 VAIL ROADVAILCO81657NONE501(C)(3)CHARITABLE$1,300
CONGREGATION SHEAITH ISREAL
9401 DOUGLASDALLASTX75225NONE501(C)(3)CHARITABLE$9,438
DALLAS HOLOCAUST MUSEUM
211 N RECORD STREET STE 100DALLASTX75202NONE501(C)(3)CHARITABLE$10,914
DALLAS KOSHER
7800 NORTHAVEN ROADDALLASTX75230NONE501(C)(3)CHARITABLE$1,000
DALLAS MUSEUM OF ART
1717 N HARWOOD STDALLASTX75201NONE501(C)(3)CHARITABLE$2,281
DALLAS THEATER CENTER
2400 FLORA STREETDALLASTX75201NONE501(C)(3)CHARITABLE$236
HADASSAH
PO BOX 795774DALLASTX75379NONE501(C)(3)CHARITABLE$526
IMENTOR
199 WATER ST 8TH FLOORNEW YORKNY10038NONE501(C)(3)CHARITABLE$250
JEWISH COMMUNITY CENTER OF DALLAS
7900 NORTHAVEN ROADDALLASTX75230NONE501(C)(3)CHARITABLE$10,136
JEWISH FEDERATION OF GREATER DALLAS
7800 NORTHAVEN ROADDALLASTX75230NONE501(C)(3)CHARITABLE$50,000
KERA-NTPB
3000 HARRY HINES BOULEVARDDALLASTX75201NONE501(C)(3)CHARITABLE$60
KIMBELL ART MUSEUM
3333 CAMP BOWIE BLVDFORT WORTHTX76107NONE501(C)(3)CHARITABLE$300
SPCA OF TEXAS
2400 LONE STAR DRDALLASTX75212NONE501(C)(3)CHARITABLE$750
THE CENTER
208 W 13 STNEW YORKNY10011NONE501(C)(3)CHARITABLE$100
TIFERET ISRAEL CONGREGATION
10909 HILLCREST ROADDALLASTX75230NONE501(C)(3)CHARITABLE$1,343
ASCRS FOUNDATION
12587 FAIR LAKES CIRCLE SUITE 348FAIRFAXVA22033NONE501(C)(3)CHARITABLE$2,553
AT&T PERFORMING ARTS CENTER
700 NORTH PEARL SUITE N1800DALLASTX75201NONE501(C)(3)CHARITABLE$10,000
BE THE DIFFERENCE FOUNDATION
PO BOX 540954DALLASTX75354NONE501(C)(3)CHARITABLE$250
BLACKLAND PRAIRIE RAPTOR CENTER
1625 BROCKDALE PARK ROADLUCASTX75002NONE501(C)(3)CHARITABLE$250
CAMP YOUNG JUDEA
5410 BELLAIRE BLVD STE 207BELLAIRETX77401NONE501(C)(3)CHARITABLE$500
AMERICAN FRIENDS OF YESHIVA MIGDAL TORAH
1191 EAST 18TH STREETHOUSTONTX11230NONE501(C)(3)CHARITABLE$22,000
CURE BLINDNESS
PO BOX 55WATERBURYVT05676NONE501(C)(3)CHARITABLE$250
INTERNATIONAL ESPERANZA PROJECT
7305 FISHER ROADDALLASTX75214NONE501(C)(3)CHARITABLE$1,039
JEWISH FAMILY SERVICE
5402 ARAPAHO ROADDALLASTX75248NONE501(C)(3)CHARITABLE$5,000
MINDWORKS
2640 TALLANT RDSANTA BARBARACA93105NONE501(C)(3)CHARITABLE$210
MUSTANG HERO FIT
3756 UNIVERSITYHOUSTONTX77005NONE501(C)(3)CHARITABLE$32
JOINT COMMISSION ON ALLIED HEALTH PERSONNEL IN OPHTHALMOLOGY
2025 WOODLANE DRIVEST PAULMN55125NONE501(C)(3)CHARITABLE$500
PEROT MUSEUM OF NATURE AND SCIENCE
2201 N FIELD STREETDALLASTX75202NONE501(C)(3)CHARITABLE$249
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONE501(C)(3)CHARITABLE$500
COMIC RELIEF US
28 LIBERTY STREET 35TH FLOORNEW YORKNY10005NONE501(C)(3)CHARITABLE$250
THE TEXAS OPHTHALMOLOGICAL ASSOCIATION FOUNDATION
401 WEST 15TH STREET SUITE 825AUSTINTX78701NONE501(C)(3)CHARITABLE$45
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW 6TH FLOORWASHINGTONDC20001NONE501(C)(3)CHARITABLE$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$134,472TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,956ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$278ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,248ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescJ&B WHITMAN LTD K-1 - ORDINARY BUSINESS INCOMEDesc
Exclusion14ExclusionCd
Exclusion$81ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$45,563ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,563TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,270Amt
Net Investment Income$13,270NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES S&P 100 EFT$2,806$5,664
ISHARES CORE MSCI EAFE ETF$1,251$1,680
SPDR S&P MIDCAP 400 ETF TR$8,032$13,437
SPDR S&P 500 ETF TR$2,870$5,608

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
J&B WHITMAN LTDAT COST$66,614$66,614
LIFE INSURANCE POLICYAT COST$438,493$438,493

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETDesc
BOY Book Value$9,940BOYBookValueAmt
EOY Book Value$8,005EOYBookValueAmt
EOYFMV$8,005EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescN/D PORTION OF DONATIONDesc
Amt$799Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
J&B WHITMAN, LTD OTHER DEDUCTIONS$909$909$0
SUPPLIES$230$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
J&B WHITMAN LTD - OTHER INCOME$1$1$1
OTHER INCOME$277$277$277
J&B WHITMAN LTD K-1 - ORDINARY BUSINESS INCOME$81$81

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX-EXEMPT INCOMEDesc
Amt$380Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$51,680BOYBookValueAmt
EOY Book Value$8,358EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
J&B WHITMAN LTD - FOREIGN TAXES$4$4$0
UBS - 85590 - FOREIGN TAXES$16$16$0

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