2020-11-16T14:43:31-06:00 2019-12-31 462958029 MILLER GROSSBARD ADVISORS LLP 600 N SHEPHERD DR SUITE 200 HOUSTON TX 77007 990PF 2019-01-01 752823240 THE JEFF & BONNIE WHITMAN CHARITABLE FOUNDATION JEFF 2148909980 11505 HILLCREST RD DALLAS TX 75230 JEFFERY WHITMAN PRESIDENT 2148909980 2020-11-14 1 BRIAN I MILLER P00649295 7136223960 2020-11-15 64.88.174.3 2020-11-14 23:00:54 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BC14B38E60C1E7AF003E7DD382DEE617E32AB736 2019 2021-04-22 16:20:28Z X 363783 X 163796 4643 4643 40654 288896 40654 2006 2006 211099 47303 0 0 0 108 108 0 5225 5225 0 475 475 0 16 16 0 128 128 0 306 183 123 6258 6135 123 109030 109030 115288 6135 109153 95811 41168 4105 62029 62029 123368 59696 93188 20775 100015 99913 428561 502099 98713 9940 9940 9940 586749 733779 363783 306 306 100 51680 406 51986 X 586343 681793 586343 681793 586749 733779 586343 95811 386 682540 747 681793 ISHARES S&P 100 ETF D 2019-11-22 163694 163801 -107 -107 ISHARES SHORT-TERM CORPORATE BOND ETF P 2014-05-27 2019-02-20 9969 10097 -128 -128 ISHARES SHORT-TERM CORPORATE BOND ETF P 2014-05-27 2019-06-20 10789 10678 111 111 ISHARES CORE MSCI TOTAL INTL STOCK ETF P 2016-12-22 2019-07-11 15416 13114 2302 2302 SPDR S&P 500 ETF TR P 2019-07-11 63754 37261 26493 26493 SPDR S&P MIDCAP 400 ETF TR P 2019-07-11 15921 10393 5528 5528 J & B WHITMAN LTD P 470 470 470 J & B WHITMAN LTD P 3398 3398 3398 ISHARES S&P 100 ETF P 2019-07-11 4913 2898 2015 2015 RIDDLE HOLDINGS P 572 572 572 40654 0 431791 710274 0.607922 36000 774528 0.046480 18000 424046 0.042448 59727 461073 0.129539 13800 458066 0.030127 0.856516 0.171303 522085 89435 412 89847 109153 X 412 0 412 0 412 3627 0 0 3627 0 3215 3215 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JEFFREY WHITMAN 2148909980 11505 HILLCREST DALLAS TX 75230 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 N/A 0 0 157206 21763 351067 530036 0 0 530036 7951 522085 26104 26104 412 412 25692 0 25692 0 25692 109153 0 109153 412 108741 25692 0 0 36819 396809 433628 109153 0 0 0 25692 83461 0 0 517089 0 0 0 0 0 0 0 517089 36819 396809 83461 JEFFREY WHITMAN BONNIE WHITMAN X AKIBA ACADEMY OF DALLAS 12324 MERIT DRIVE DALLAS TX 75251 NONE 501(C)(3) CHARITABLE 1840 ANN & NATE LEVINE ACADEMY 18011 HILLCREAST ROAD DALLAS TX 75252 NONE 501(C)(3) CHARITABLE 1000 B'NAI VAIL CONGREGATION 19 VAIL ROAD VAIL CO 81657 NONE 501(C)(3) CHARITABLE 1300 CONGREGATION SHEAITH ISREAL 9401 DOUGLAS DALLAS TX 75225 NONE 501(C)(3) CHARITABLE 14948 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 10060 DALLAS MUSEUM OF ART 1717 N HARWOOD ST DALLAS TX 75201 NONE 501(C)(3) CHARITABLE 2500 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 8066 JEWISH FEDERATION OF GREATER DALLAS 7800 NORTHAVEN ROAD DALLAS TX 75230 NONE 501(C)(3) CHARITABLE 50000 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 2400 TIFERET ISRAEL CONGREGATION 10909 HILLCREST ROAD DALLAS TX 75230 NONE 501(C)(3) CHARITABLE 7243 YAVNEH ACADEMY OF DALLAS 12324 MERIT DRIVE DALLAS TX 75251 NONE 501(C)(3) CHARITABLE 1800 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 1000 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 1042 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 1200 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 109030 0 14 4643 2006 18 40654 0 45297 2006 47303 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. 0 0 0 0 0 0 0 0 0 0 X X 1 JEFF AND BONNIE WHITMAN 11505 HILLCREST RD DALLAS TX 75230 163796 X 1 PUBLICLY TRADED STOCK 163796 2019-11-22 ACCOUNTING FEES 5225 5225 0 ISHARES SHORT TERM CORPORATE BOND 100015 99913 ISHARES S&P 100 EFT 2806 4755 ISHARES CORE MSCI EAFE ETF 11912 14732 SPDR S&P MIDCAP 400 ETF TR 10542 15766 SPDR S&P 500 ETF TR 34436 57935 J&B WHITMAN LTD AT COST 63606 63606 LIFE INSURANCE POLICY AT COST 438493 35107 LEGAL FEES 108 108 0 OTHER ASSET 9940 9940 9940 N/D PORTION OF DONATION 747 J&B WHITMAN, LTD OTHER DEDUCTIONS 180 180 0 BANK SERVICE CHARGE 3 3 0 CREDIT CARD CHARGES 123 0 123 J&B WHITMAN LTD - OTHER INCOME 57 57 57 OTHER INCOME 1949 1949 1949 TAX-EXEMPT INCOME 386 CREDIT CARD PAYABLE 100 51680 BROKER FEES 475 475 0 J&B WHITMAN LTD - FOREIGN TAXES 6 6 0 J&B WHITMAN LTD - PROPERTY TAXES 122 122 0