BETA

JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION (EIN 75-2823240)
Tax period
2018-01-01 to 2018-12-31
Filed
2020-01-30
IRS object ID
202030309349100408
Schema version
2018v3.1
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)
Return2020-01-30T15:53:12-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Line12204 LOUISIANA SECOND FLOORAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770028626ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Signature2020-01-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN I MILLERPreparerPersonNm
PTINP00649295PTIN
Phone7136223960PhoneNum
Preparation2020-01-29PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$611,584FMVAssetsEOYAmt
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$7,413DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,413DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,221NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$234,972GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,221CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$26,639TotalRevAndExpnssAmt
Total Net Invst Incm$26,639TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$291LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Interest Rev And Expnss$180InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$146TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$755OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,372TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$432,057ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$432,057ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$433,429TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$432,057TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$406,790ExcessRevenueOverExpensesAmt
Net Investment Income$26,639NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$275,494SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,105SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,105SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$149,516CorporateStockBOYAmt
Corporate Stock EOY$123,368CorporateStockEOYAmt
Corporate Stock EOYFMV$158,623CorporateStockEOYFMVAmt
Corporate Bonds BOY$210,168CorporateBondsBOYAmt
Corporate Bonds EOY$20,775CorporateBondsEOYAmt
Corporate Bonds EOYFMV$20,295CorporateBondsEOYFMVAmt
Other Investments BOY$366,334OtherInvestmentsBOYAmt
Other Investments EOY$428,561OtherInvestmentsEOYAmt
Other Investments EOYFMV$428,561OtherInvestmentsEOYFMVAmt
Other Assets BOY$9,690OtherAssetsBOYAmt
Other Assets EOY$9,940OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,011,202TotalAssetsBOYAmt
Total Assets EOY$586,749TotalAssetsEOYAmt
Total Assets EOYFMV$611,584TotalAssetsEOYFMVAmt
Accounts Payable BOY$306AccountsPayableBOYAmt
Accounts Payable EOY$306AccountsPayableEOYAmt
Other Liabilities BOY$7,890OtherLiabilitiesBOYAmt
Other Liabilities EOY$100OtherLiabilitiesEOYAmt
Total Liabilities BOY$8,196TotalLiabilitiesBOYAmt
Total Liabilities EOY$406TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,003,006UnrestrictedBOYAmt
Unrestricted EOY$586,343UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,003,006TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$586,343TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,011,202TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$586,749TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,003,006TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$406,790ExcessRevenueOverExpensesAmt
Other Increases$418OtherIncreasesAmt
Subtotal$596,634SubtotalAmt
Other Decreases$10,291OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$586,343TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS LONG TERMP2007-08-032018-12-31$234,385$215,542$18,843$18,843
J & B WHITMAN LTDP2017-12-312018-12-31$209-$209-$209
J & B WHITMAN LTDP2017-12-312018-12-31$587$587$587
FieldValueIRS element (for citing)
Capital Gain Net Income$19,221CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$774,528NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046480DistributionYr1Rt
Adjusted Qlfy Distri Yr2$18,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$424,046NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042448DistributionYr2Rt
Adjusted Qlfy Distri Yr3$59,727AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$461,073NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.129539DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$458,066NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030127DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$388,021NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.248594TotalDistributionRt
Average Distribution0.049719AverageDistributionRt
Net Vl Noncharitable Assets$710,274NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,314AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$266NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$35,580AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$432,057QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$266InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$266SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$266TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,893EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,893TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,627OverpaymentAmt
Applied To ES Tax$3,627AppliedToESTaxAmt
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$325,702AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,009AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$376,379FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$721,090TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$721,090AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,816CashDeemedCharitableAmt
Net Vl Noncharitable Assets$710,274NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,514MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,514MinimumInvestmentReturnAmt
Tax Based On Investment Income$266TaxBasedOnInvestmentIncomeAmt
Total Tax$266TotalTaxAmt
Distributable Before Adj$35,248DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,248DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,248DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$432,057ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$432,057QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$266PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$431,791AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,248DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$36,819ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$36,819TotalExcessDistributionCyovAmt
Qualifying Distributions$432,057QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,248AppliedToCurrentYearAmt
Remaining Distri From Corpus$396,809RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$433,628TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$433,628ExcessDistriCyovToNextYrAmt
Excess From Year3$36,819ExcessFromYear3Amt
Excess From Current Year$396,809ExcessFromCurrentYearAmt

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 (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AIPAC
PO BOX 27943HOUSTONTX77227CHARITABLE$3,600
AKIBA ACADEMY OF DALLAS
12324 MERIT DRIVEDALLASTX75251CHARITABLE$6,840
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FL 17CHICAGOIL60601CHARITABLE$250
AMERICAN FRIENDS OF MIGDAL TORAH
1191 E 18TH STBROOKLYNNY11230CHARITABLE$40,000
AT&T PERFORMANCE ARTS CENTER
700 NORTH PEARL STREET STE 1800DALLASTX75201CHARITABLE$904
BAYLOR SCOTT AND WHITE
3600 GASTON AVENUE SUITE 100DALLASTX75246CHARITABLE$15,000
BIRTHRIGHT ISRAEL FOUNDATION
33 E 33RD ST 7TH FLOORNEW YORKNY10016CHARITABLE$1,000
B'NAI VAIL CONGREGATION
19 VAIL ROADVAILCO81657CHARITABLE$450
CAMP FOR YOUNG JUDAEA
5410 BELLAIRE BLVD STE 207BELLAIRETX77401CHARITABLE$1,000
CONGREGATION SHEAITH ISREAL
9401 DOUGLASDALLASTX75225CHARITABLE$5,342
DALLAS ARBORETUM
8525 GARLAND ROADDALLASTX75218CHARITABLE$685
DALLAS HOLOCAUST MUSEUM
211 N RECORD STREET STE 100DALLASTX75202CHARITABLE$262,930
EAGLE VALLEY RELIGIOUS
PO BOX 1828EDWARDSCO81632CHARITABLE$1,300
HADASSAH
PO BOX 795774DALLASTX75379CHARITABLE$10,000
HEICHAL HATORAH
70 STERLING PLTEANECKNJ07666CHARITABLE$500
JEWISH COMMUNITY CENTER OF DALLAS
7900 NORTHAVEN ROADDALLASTX75230CHARITABLE$12,476
JEWISH FAMILY SERVICE
5402 ARAPAHO ROADDALLASTX75248CHARITABLE$15,680
NETWORK FOR GOOD
1140 CONNECTICUT AVE NW 700WASHINGTONDC20036CHARITABLE$50
SOUTH OF FOREST
7023 NORTHHAVEN ROADDALLASTX75230CHARITABLE$400
SPECIAL OLYMPICS
5800 MESA DRHOUSTONTX77028CHARITABLE$50
TEXAN CAN ACADAMIES
325 W 12TH STREETDALLASTX75208CHARITABLE$2,500
TIFERET ISRAEL CONGREGATION
10909 HILLCREST ROADDALLASTX75230CHARITABLE$500
YAVNEH ACADEMY OF DALLAS
12324 MERIT DRIVEDALLASTX75251CHARITABLE$3,500
JEWISH FEDERATION OF GREATER DALLAS
7800 NORTHAVEN ROADDALLASTX75230CHARITABLE$41,000
ANN & NATE LEVINE ACADEMY
18011 HILLCREAST ROADDALLASTX75252CHARITABLE$1,000
SMU
PO BOX 750402DALLASTX752750402CHARITABLE$1,000
KIMBELL ART MUSEUM
3333 CAMP BOWIE BLVDFORT WORTHTX76107CHARITABLE$1,000
DALLAS MUSEUM OF ART
1717 N HARWOOD STDALLASTX75201CHARITABLE$2,500
KERA-NTPB
3000 HARRY HINES BOULEVARDDALLASTX75201CHARITABLE$250
PEROT MUSEUM OF NATURE
2201 N FIELD STDALLASTX75201CHARITABLE$350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$432,057TotalGrantOrContriPdDurYrAmt
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$7,413ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,221ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$26,634ExclusionAmt
Related Or Exempt Function Incm$5RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,639TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4DIVIDENDS AND INTEREST EARNED ON THE FUNDS HELD IN AN INCOME EARNING
4INVESTMENT ACCOUNT. AMOUNT ALSO INCLUDES INTEREST AND DIVIDENDS
4REPORTED ON SCHEDULE K-1.
5INCOME REPORTED ON SCHEDULE K-1 FROM J&B WHITMAN LTD, INCREASING
5INVESTMENT WHICH ALLOWS FOR ADDITIONAL GRANTS.
8SALE OF SECURITIES WHICH PROVIDES ADDITIONAL FUNDS FOR GRANTS.

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondISHARES SHORT TERM CORPORATE BONDBondNm
EOY Book Value$20,775EOYBookValueAmt
EOYFMV$20,295EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES S&P 100 EFT$5,710$7,807
ISHARES MSCI EAFE ETF$25,026$26,265
SPDR S&P MIDCAP 400 ETF TR$20,935$26,332
SPDR S&P 500 ETF TR$71,697$98,219

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
J&B WHITMAN LTDAT COST$59,314$59,314
LIFE INSURANCE POLICYAT COST$369,247$369,247

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$291LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETDesc
BOY Book Value$9,690BOYBookValueAmt
EOY Book Value$9,940EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
FEDERAL TAXES$3,000
N/D PORTION OF DONATION$896
NET INC/EXP RELATED TO INSURANCE POLICY$6,395

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescJ&B WHITMAN, LTD - PORTFOLIO DEDUCTIONSDesc
Revenue And Expenses Per Books$755RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescJ&B WHITMAN LTD - OTHER INCOMEDesc
Revenue And Expenses Per Books$5RevenueAndExpensesPerBooksAmt
Net Investment Income$5NetInvestmentIncomeAmt
Adjusted Net Income$5AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX-EXEMPT INCOMEDesc
Amt$418Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$7,890BOYBookValueAmt
EOY Book Value$100EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
J&B WHITMAN LTD - FOREIGN TAXES$8$0$0
UBS FOREIGN TAXES$77$0$0
J&B WHITMAN LTD - PROPERTY TAXES$61$0$0

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