2018-11-13T14:09:04-06:00 2017-12-31 462958029 MILLER GROSSBARD ADVISORS LLP 2204 LOUISIANA SECOND FLOOR HOUSTON TX 770028626 990PF 2017-01-01 752823240 THE JEFF & BONNIE WHITMAN CHARITABLE FOUNDATION JEFF 2148909980 11505 HILLCREST RD DALLAS TX 75230 JEFFERY WHITMAN PRESIDENT 2148909980 2018-11-13 1 BRIAN I MILLER P00649295 7136223960 2018-11-13 64.88.174.3 2018-11-13 09:57:18 CS P D2323E41558FA205BE9EABBEEC1405F409FDE21C EF00762D69A7C4BE0B43EFECBFF39B4E256003BB 2017 2019-02-21 02:37:17Z X 1082491 X 503180 7840 7840 -52438 355917 0 33 33 458615 7873 0 0 0 446 0 0 3850 0 0 136 0 0 1111 0 0 841 0 0 6384 0 0 36000 36000 42384 0 36000 416231 7873 45079 275494 275494 57 149516 149516 223353 210168 210168 207620 147378 50466 366334 366334 0 9690 9690 602664 1011202 1082491 306 306 15146 0 7890 15452 8196 X 587212 1003006 587212 1003006 602664 1011202 587212 416231 1147 1004590 1584 1003006 APPLIED MATERIALS INC COMMON STOCK P 2015-04-30 2017-12-12 46569 46801 -232 -232 DANAHER CORP COMMON STOCK P 2014-05-27 2017-12-12 39848 39602 246 246 HOME DEPOT INC P 2014-05-27 2017-12-12 67446 67862 -416 -416 MICROSOFT CORP P 2014-02-24 2017-12-12 33404 32822 582 582 UNITEDHEALTH GROUP INC P 2014-05-27 2017-12-12 73239 73890 -651 -651 J & B WHITMAN LTD P 223 223 223 J & B WHITMAN LTD P 8612 8612 8612 LAND SALE P 86576 147378 -60802 -60802 -52438 0 18000 424046 0.042448 59727 461073 0.129539 13800 458066 0.030127 0 388021 0.000000 30000 290519 0.103263 0.305377 0.061075 774528 47304 79 47383 36000 157 0 157 0 157 1050 3000 0 4050 0 3893 3893 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 JEFFERY 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 415377 63813 307133 786323 0 0 786323 11795 774528 38726 38726 157 157 38569 0 38569 0 38569 36000 0 36000 0 36000 38569 0 0 15536 36819 52355 36000 0 0 0 36000 0 2569 2569 49786 0 0 0 0 0 0 12967 36819 36819 JEFFERY WHITMAN BONNIE WHITMAN X AMERICAN FRIENDS OF MIGDAL TORAH 1191 E 18TH ST BROOKLYN NY 11230 CHARITABLE 20000 TIFERET ISRAEL CONGREGATION 10909 HILLCREST ROAD DALLAS TX 75230 CHARITABLE 5000 JEWISH COMMUNITY CENTER OF DALLAS 7900 NORTHAVEN ROAD DALLAS TX 75230 CHARITABLE 10000 VAAD HAKUSHRUT OF DALLAS 7800 NORTHHAVEN ROAD DALLAS TX 75230 CHARITABLE 1000 36000 0 14 7840 33 18 -52438 0 -44598 33 -44565 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 260977 X 2 JEFF AND BONNIE WHITMAN 11505 HILLCREST RD DALLAS TX 75230 242203 X 1 PUBLICLY TRADED STOCK 260977 2017-12-08 2 LIFE INSURANCE CONTRACT 242203 2017-10-01 TAX PREP & BOOKKEEPING FEES 3850 0 0 ISHARES 1-3 YEAR CREDIT BOND ETF 150137 148865 SHARES INTER CREDIT BOND ETF 60031 58755 ISHARES S&P 100 EFT 7311 11271 ISHARES MSCI EAFE ETF 27178 34252 SPDR S&P MIDCAP 400 ETF TR 24797 37995 SPDR S&P 500 ETF TR 90230 139835 J&B WHITMAN LTD AT COST 59201 59201 JEFF & BONNIE AT COST 307133 307133 LEGAL FEES 446 0 0 OTHER ASSET 0 9690 9690 FEDERAL TAXES 1584 J&B WHITMAN, LTD - 2% PORTFOLIO 507 0 0 J&B WHITMAN, LTD - PORTFOLIO DEDUCTIONS 111 0 0 MORTGAGE INTEREST - VACANT LAND 81 0 0 J&B WHITMAN, LTD - INV INT 136 0 0 J&B WHITMAN, LTD - OTHER DEDUCTION 6 0 0 J&B WHITMAN LTD - OTHER INCOME 33 33 33 BOOK/TAX DIFFERENCE 1147 CREDIT CARD PAYABLE 0 7890 J&B WHITMAN LTD - FOREIGN TAXES 6 0 0 J&B WHITMAN, LTD - PROPERTY TAX 170 0 0 PROPERTY TAX- VACANT LAND 935 0 0