JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION (EIN 75-2823240)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349104443
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:43:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN I MILLER | PreparerPersonNm |
| PTIN | P00649295 | PTIN |
| Phone | 7136223960 | PhoneNum |
| Preparation | 2020-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-14 | IPDt |
| IP Tm | 23:00:54 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BC14B38E60C1E7AF003E7DD382DEE617E32AB736 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $363,783 | 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 | $163,796 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $288,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,654 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,006 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,006 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $211,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,303 | 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 |
| Legal Fees Rev And Expnss | $108 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $108 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $475 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $475 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $16 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $128 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $306 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $183 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $123 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $123 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,153 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,105 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,029 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $123,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $93,188 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,775 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,015 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $99,913 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $428,561 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $502,099 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $98,713 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,940 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,940 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,940 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $586,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $733,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $363,783 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $306 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $306 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $100 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $51,680 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $406 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,986 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $586,343 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $681,793 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $586,343 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $681,793 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $586,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $733,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $586,343 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $386 | OtherIncreasesAmt |
| Subtotal | $682,540 | SubtotalAmt |
| Other Decreases | $747 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $681,793 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| ISHARES S&P 100 ETF | D | 2019-11-22 | $163,694 | $163,801 | -$107 | -$107 | |
| ISHARES SHORT-TERM CORPORATE BOND ETF | P | 2019-02-20 | $9,969 | $10,097 | -$128 | -$128 | 2014-05-27 |
| ISHARES SHORT-TERM CORPORATE BOND ETF | P | 2019-06-20 | $10,789 | $10,678 | $111 | $111 | 2014-05-27 |
| ISHARES CORE MSCI TOTAL INTL STOCK ETF | P | 2019-07-11 | $15,416 | $13,114 | $2,302 | $2,302 | 2016-12-22 |
| SPDR S&P 500 ETF TR | P | 2019-07-11 | $63,754 | $37,261 | $26,493 | $26,493 | |
| SPDR S&P MIDCAP 400 ETF TR | P | 2019-07-11 | $15,921 | $10,393 | $5,528 | $5,528 | |
| J & B WHITMAN LTD | P | $470 | $470 | $470 | |||
| J & B WHITMAN LTD | P | $3,398 | $3,398 | $3,398 | |||
| ISHARES S&P 100 ETF | P | 2019-07-11 | $4,913 | $2,898 | $2,015 | $2,015 | |
| RIDDLE HOLDINGS | P | $572 | $572 | $572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,654 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $431,791 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $710,274 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.607922 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $774,528 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046480 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $424,046 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042448 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,727 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $461,073 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.129539 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $458,066 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030127 | DistributionYr5Rt |
| Total Distribution | 0.856516 | TotalDistributionRt |
| Average Distribution | 0.171303 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $522,085 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,435 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $412 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,847 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,153 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $412 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $412 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $412 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,627 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,627 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,215 | OverpaymentAmt |
| Applied To ES Tax | $3,215 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $157,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $351,067 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $530,036 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $530,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $522,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $412 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $412 | TotalTaxAmt |
| Distributable Before Adj | $25,692 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,153 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,153 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $412 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,741 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $36,819 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $396,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $433,628 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,153 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,461 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $517,089 | 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 | $517,089 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,819 | ExcessFromYear4Amt |
| Excess From Year1 | $396,809 | ExcessFromYear1Amt |
| Excess From Current Year | $83,461 | 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 (27 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 | $1,840 |
| ANN & NATE LEVINE ACADEMY | |||||||
| 18011 HILLCREAST ROAD | DALLAS | TX | 75252 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| B'NAI VAIL CONGREGATION | |||||||
| 19 VAIL ROAD | VAIL | CO | 81657 | NONE | 501(C)(3) | CHARITABLE | $1,300 |
| CONGREGATION SHEAITH ISREAL | |||||||
| 9401 DOUGLAS | DALLAS | TX | 75225 | NONE | 501(C)(3) | CHARITABLE | $14,948 |
| DALLAS ARBORETUM | |||||||
| 8525 GARLAND ROAD | DALLAS | TX | 75218 | NONE | 501(C)(3) | CHARITABLE | $589 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD STREET STE 100 | DALLAS | TX | 75202 | NONE | 501(C)(3) | CHARITABLE | $10,060 |
| DALLAS MUSEUM OF ART | |||||||
| 1717 N HARWOOD ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| HADASSAH | |||||||
| PO BOX 795774 | DALLAS | TX | 75379 | NONE | 501(C)(3) | CHARITABLE | $780 |
| HEICHAL HATORAH | |||||||
| 70 STERLING PL | TEANECK | NJ | 07666 | NONE | 501(C)(3) | CHARITABLE | $180 |
| JEWISH COMMUNITY CENTER OF DALLAS | |||||||
| 7900 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $8,066 |
| JEWISH FEDERATION OF GREATER DALLAS | |||||||
| 7800 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $50,000 |
| KERA-NTPB | |||||||
| 3000 HARRY HINES BOULEVARD | DALLAS | TX | 75201 | NONE | 501(C)(3) | CHARITABLE | $500 |
| KIMBELL ART MUSEUM | |||||||
| 3333 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | NONE | 501(C)(3) | CHARITABLE | $300 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVE NW 700 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | CHARITABLE | $250 |
| SOUTH OF FOREST | |||||||
| 7023 NORTHHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $2,400 |
| TIFERET ISRAEL CONGREGATION | |||||||
| 10909 HILLCREST ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $7,243 |
| YAVNEH ACADEMY OF DALLAS | |||||||
| 12324 MERIT DRIVE | DALLAS | TX | 75251 | NONE | 501(C)(3) | CHARITABLE | $1,800 |
| AMERICAN HEART ASSOCIATION | |||||||
| 10060 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | 501(C)(3) | CHARITABLE | $250 |
| CONGREGATION ANSHAI TORAH | |||||||
| 5501 PARKER RD | PLANO | TX | 75093 | NONE | 501(C)(3) | CHARITABLE | $359 |
| DALLAS KOSHER | |||||||
| 7800 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| IMENTOR | |||||||
| 199 WATER ST 8TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | CHARITABLE | $250 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 4635 SOUTHWEST FWY | HOUSTON | TX | 77027 | NONE | 501(C)(3) | CHARITABLE | $1,042 |
| SPCA OF TEXAS | |||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | NONE | 501(C)(3) | CHARITABLE | $600 |
| VAAD HAKASHRUS | |||||||
| 597A WILLOW AVENUE | CEDARHURST | NY | 11516 | NONE | 501(C)(3) | CHARITABLE | $1,200 |
| THE CENTER | |||||||
| 208 W 13 ST | NEW YORK | NY | 10011 | NONE | 501(C)(3) | CHARITABLE | $52 |
| PLEDGELING TECHNOLOGIES | |||||||
| 2100 ABBOT KINNEY BLVD SUITE E | VENICE | CA | 90291 | NONE | 501(C)(3) | CHARTIABLE | $58 |
| DALLAS THEATER CENTER | |||||||
| 2400 FLORA STREET | DALLAS | TX | 75201 | NONE | 501(C)(3) | CHARITABLE | $463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,030 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,643 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,006 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,654 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,297 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,006 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,303 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS AND INTEREST EARNED ON THE FUNDS HELD IN AN INCOME EARNING |
| 4 | INVESTMENT ACCOUNT. AMOUNT ALSO INCLUDES INTEREST AND DIVIDENDS |
| 4 | REPORTED ON SCHEDULE K-1. |
| 5 | INCOME REPORTED ON SCHEDULE K-1 FROM J&B WHITMAN LTD, INCREASING |
| 5 | INVESTMENT WHICH ALLOWS FOR ADDITIONAL GRANTS. |
| 8 | SALE OF SECURITIES WHICH PROVIDES ADDITIONAL FUNDS FOR GRANTS. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JEFF AND BONNIE WHITMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11505 HILLCREST RD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $163,796 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCK | NoncashPropertyDesc |
| Fair Market Value | $163,796 | FairMarketValueAmt |
| Received | 2019-11-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,225 | Amt |
| Net Investment Income | $5,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ISHARES SHORT TERM CORPORATE BOND | BondNm |
| EOY Book Value | $100,015 | EOYBookValueAmt |
| EOYFMV | $99,913 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 100 EFT | $2,806 | $4,755 |
| ISHARES CORE MSCI EAFE ETF | $11,912 | $14,732 |
| SPDR S&P MIDCAP 400 ETF TR | $10,542 | $15,766 |
| SPDR S&P 500 ETF TR | $34,436 | $57,935 |
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 | $63,606 | $63,606 |
| LIFE INSURANCE POLICY | AT COST | $438,493 | $35,107 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $108 | LegalFeesAmt |
| Net Investment Income | $108 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSET | Desc |
| BOY Book Value | $9,940 | BOYBookValueAmt |
| EOY Book Value | $9,940 | EOYBookValueAmt |
| EOYFMV | $9,940 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/D PORTION OF DONATION | Desc |
| Amt | $747 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| J&B WHITMAN, LTD OTHER DEDUCTIONS | $180 | $180 | $0 |
| BANK SERVICE CHARGE | $3 | $3 | $0 |
| CREDIT CARD CHARGES | $123 | $0 | $123 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| J&B WHITMAN LTD - OTHER INCOME | $57 | $57 | $57 |
| OTHER INCOME | $1,949 | $1,949 | $1,949 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX-EXEMPT INCOME | Desc |
| Amt | $386 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $100 | BOYBookValueAmt |
| EOY Book Value | $51,680 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEES | CategoryTxt |
| Amt | $475 | Amt |
| Net Investment Income | $475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| J&B WHITMAN LTD - FOREIGN TAXES | $6 | $6 | $0 |
| J&B WHITMAN LTD - PROPERTY TAXES | $122 | $122 | $0 |
Comments