JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION (EIN 75-2823240)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-02-02
- IRS object ID
- 202530339349100253
- Schema version
- 2023v6.0
- 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 Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-02T21:27:25-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2025-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN I MILLER | PreparerPersonNm |
| PTIN | P00649295 | PTIN |
| Phone | 7136223960 | PhoneNum |
| Preparation | 2025-02-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $838,977 | 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 | $647,561 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $546,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,509 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $814,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,831 | 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 |
| Accounting Fees Rev And Expnss | $10,677 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,339 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,338 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,505 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,384 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,728 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,183 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,183 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $386,749 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,728 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $375,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $427,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,103 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $157,113 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $157,113 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $258 | AcctRcvblAmt |
| Acct Rcvbl EOY | $258 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $258 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $547,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $673,601 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $673,601 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $8,005 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,005 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,005 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $568,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $838,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $838,977 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $306 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $306 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $695 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,001 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $306 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $567,817 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $838,671 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $567,817 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $838,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $568,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $838,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $567,817 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $427,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $259 | OtherIncreasesAmt |
| Subtotal | $995,726 | SubtotalAmt |
| Other Decreases | $157,055 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $838,671 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| J&B WHITMAN LTD K-1 - NET STCG | P | $657 | $657 | $657 | |
| J&B WHITMAN LTD K-1 - NET LTCG | P | $1,177 | $1,177 | $1,177 | |
| FIDELITY 7112 - STCG | P | $67,433 | $10,405 | $10,405 | $57,028 |
| FIDELITY 7112 - LTCG | P | $477,024 | $144,270 | $144,270 | $332,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,509 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,225 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,225 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,225 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,696 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,696 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,471 | OverpaymentAmt |
| Applied To ES Tax | $6,471 | 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 | $195,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $673,601 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $872,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $872,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $859,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,225 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,225 | TotalTaxAmt |
| Distributable Before Adj | $40,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,745 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $375,521 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $375,521 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $396,809 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,461 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,124 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $147,521 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $156,584 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $891,499 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $375,521 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,745 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $334,776 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,226,275 | 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 | $396,809 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $829,466 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,461 | ExcessFromYear4Amt |
| Excess From Year3 | $107,124 | ExcessFromYear3Amt |
| Excess From Year2 | $147,521 | ExcessFromYear2Amt |
| Excess From Year1 | $156,584 | ExcessFromYear1Amt |
| Excess From Current Year | $334,776 | 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 (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKIBA YAVNEH ACADEMY | |||||||
| 12324 MERIT DRIVE | DALLAS | TX | 75251 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 10060 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | 501(C)(3) | CHARITABLE | $258 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | CHARITABLE | $250 |
| ANN & NATE LEVINE ACADEMY | |||||||
| 18011 HILLCREAST ROAD | DALLAS | TX | 75252 | NONE | 501(C)(3) | CHARITABLE | $13,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 4635 SOUTHWEST FWY | HOUSTON | TX | 77027 | NONE | 501(C)(3) | CHARITABLE | $1,042 |
| AREYVUT INC | |||||||
| 147 S WASHINGTON AVENUE | BERGENFIELD | NJ | 07621 | NONE | 501(C)(3) | CHARITABLE | $258 |
| AT&T PERFORMING ARTS CENTER | |||||||
| 700 NORTH PEARL SUITE N1800 | DALLAS | TX | 75201 | NONE | 501(C)(3) | CHARITABLE | $30,000 |
| B'NAI VAIL CONGREGATION INC | |||||||
| 19 VAIL ROAD | VAIL | CO | 81657 | NONE | 501(C)(3) | CHARITABLE | $1,300 |
| CAMP HASC INC | |||||||
| 361 PARKSVILLE RD | PARKSVILLE | NY | 12768 | NONE | 501(C)(3) | CHARITABLE | $184 |
| CONGREGATION SHEARITH ISREAL | |||||||
| 9401 DOUGLAS | DALLAS | TX | 75225 | NONE | 501(C)(3) | CHARITABLE | $12,426 |
| DALLAS ARBORETUM | |||||||
| 8525 GARLAND ROAD | DALLAS | TX | 75218 | NONE | 501(C)(3) | CHARITABLE | $375 |
| DALLAS FURNITURE BANK | |||||||
| PO BOX 815788 | DALLAS | TX | 75318 | NONE | 501(C)(3) | CHARITABLE | $275 |
| DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM | |||||||
| 211 N RECORD STREET STE 100 | DALLAS | TX | 75202 | NONE | 501(C)(3) | CHARITABLE | $17,500 |
| DALLAS JEWISH COMMUNITY FOUNDATION | |||||||
| 12222 MERIT DR STE 450 | DALLAS | TX | 75251 | NONE | 501(C)(3) | CHARITABLE | $3,216 |
| DALLAS JEWISH HISTORICAL SOCIETY INC | |||||||
| 7900 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $5,250 |
| DALLAS MUSEUM OF ART | |||||||
| 1717 N HARWOOD ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| DALLAS SUMMER MUSICALS | |||||||
| 909 1ST AVENUE | DALLAS | TX | 75210 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| DALLAS TORAH INSTITUTE | |||||||
| 5840 FOREST LN | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $2,800 |
| DOUBLE GOOD KIDS FOUNDATION | |||||||
| 16W030 83RD STREET | BURR RIDGE | IL | 60527 | NONE | 501(C)(3) | CHARITABLE | $100 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | CHARITABLE | $500 |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| 6925 OAKLAND MILLS ROAD 701 | COLUMBIA | MD | 21045 | NONE | 501(C)(3) | CHARITABLE | $2,625 |
| FRIENDS OF MIGDAL TORAH | |||||||
| 1191 E 18TH ST | BROOKLYN | NY | 11230 | NONE | 501(C)(3) | CHARITABLE | $25,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC | |||||||
| PO BOX 795774 | DALLAS | TX | 75379 | NONE | 501(C)(3) | CHARITABLE | $6,030 |
| HEROES FOR CHILDREN | |||||||
| 6010 W SPRING CREEK PKWY | PLANO | TX | 75024 | NONE | 501(C)(3) | CHARITABLE | $104 |
| IRA E TOBOLOWSKY FOUNDATION | |||||||
| PO BOX 803599 | DALLAS | TX | 75380 | NONE | 501(C)(3) | CHARITABLE | $520 |
| JEWISH COMMUNITY CENTER OF DALLAS | |||||||
| 7900 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $130,500 |
| JEWISH FAMILY SERVICE OF GREATER DALLAS | |||||||
| 5402 ARAPAHO ROAD | DALLAS | TX | 75248 | NONE | 501(C)(3) | CHARITABLE | $10,627 |
| JEWISH FEDERATION OF GREATER DALLAS | |||||||
| 7800 NORTHAVEN ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $58,930 |
| JEWISH NATIONAL FUND - USA INC | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| KIMBELL ART MUSEUM | |||||||
| 3333 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | NONE | 501(C)(3) | CHARITABLE | $300 |
| LEGACY SENIOR COMMUNITIES INC | |||||||
| 8240 MANDERVILLE LN | DALLAS | TX | 75231 | NONE | 501(C)(3) | CHARITABLE | $1,800 |
| MACCABI USA INC | |||||||
| 1511 WALNUT STREET SUITE 401 | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | CHARITABLE | $1,555 |
| MINDWORKS | |||||||
| 2640 TALLANT RD | SANTA BARBARA | CA | 93105 | NONE | 501(C)(3) | CHARITABLE | $225 |
| MOVING ARTS ESPANOLA | |||||||
| 368 EAGLE DRIVE | OHKAY OWINGEH | NM | 87566 | NONE | 501(C)(3) | CHARITABLE | $250 |
| NATIONAL COUNCIL OF JEWISH WOMEN GREATER DALLAS | |||||||
| 16910 DALLAS PKWY SUITE 104 | DALLAS | TX | 75248 | NONE | 501(C)(3) | CHARITABLE | $900 |
| NORTH TEXAS PUBLIC BROADCASTING INC | |||||||
| 3000 HARRY HINES BOULEVARD | DALLAS | TX | 75201 | NONE | 501(C)(3) | CHARITABLE | $250 |
| OPERATION KINDNESS | |||||||
| 3201 EARHART DR | CARROLLTON | TX | 75006 | NONE | 501(C)(3) | CHARITABLE | $250 |
| ORT AMERICA INC | |||||||
| 75 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | CHARITABLE | $735 |
| PARKINSON'S FOUNDATION INC | |||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| PEROT MUSEUM OF NATURE AND SCIENCE | |||||||
| 2201 N FIELD STREET | DALLAS | TX | 75201 | NONE | 501(C)(3) | CHARITABLE | $500 |
| RETINA FOUNDATION OF THE SOUTHWEST | |||||||
| PO BOX 824189 | DALLAS | TX | 75382 | NONE | 501(C)(3) | CHARITABLE | $2,067 |
| SPCA OF TEXAS | |||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | NONE | 501(C)(3) | CHARITABLE | $650 |
| SSP INTERNATIONAL INC | |||||||
| 1207 DELAWARE AVENUE 680 | WILMINGTON | DE | 19806 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| THE WARRIOR CONNECTION INC | |||||||
| 2140 HALL JOHNSON RD | GRAPEVINE | TX | 76051 | NONE | 501(C)(3) | CHARITABLE | $500 |
| TIFERET ISRAEL CONGREGATION | |||||||
| 10909 HILLCREST ROAD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $11,031 |
| VAAD HAKASHRUS OF DALLAS INC | |||||||
| 7800 NORTHAVEN RD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| VAIL VALLEY FOUNDATION | |||||||
| PO BOX 6550 | AVON | CO | 81620 | NONE | 501(C)(3) | CHARITABLE | $2,000 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORD ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | 501(C)(3) | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,183 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,304 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $156,509 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | J&B WHITMAN LTD K-1 - ROYALTY INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $166,838 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,838 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JEFFREY WHITMAN | |||||||
| 1 | 11505 HILLCREST ROAD | DALLAS | TX | 75230 | $106,000 | Yes (X) | |
| JEFFREY WHITMAN | |||||||
| 2 | 11505 HILLCREST ROAD | DALLAS | TX | 75230 | $541,561 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 663 SHS SPDR S&P500 ETF TRUST | $264,232 | 2023-02-22 |
| 2 | 1,850 SHS SCHLUMBERGER LIMITED COM | $102,398 | 2023-03-06 |
| 2 | 200 SHS ISHARES TR EXPANDED TECH | $67,906 | 2023-06-22 |
| 2 | 2,500 SHS UBER TECHNOLOGIES INC COM | $107,025 | 2023-06-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,677 | Amt |
| Net Investment Income | $5,339 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,338 | DisbursementsCharitablePrpsAmt |
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 | $81,918 | $81,918 |
| LIFE INSURANCE POLICY | AT COST | $591,683 | $591,683 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSET | Desc |
| BOY Book Value | $8,005 | BOYBookValueAmt |
| EOY Book Value | $8,005 | EOYBookValueAmt |
| EOYFMV | $8,005 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON NON CASH CONTRIBUTIONS | $151,779 |
| NET INC/EXP RELATED TO INSURANCE POLICY | $5,276 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | J&B WHITMAN, LTD OTHER DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $1,384 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,384 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 K-1 - OTHER INCOME | $18 | $18 | $18 |
| J&B WHITMAN LTD K-1 - ROYALTY INCOME | $7 | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX-EXEMPT INCOME | Desc |
| Amt | $259 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $695 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | UNDER FEMA DISASTER TX-2024-13, TAXPAYER IS IN COVERED DISASTER AREA FOR PURPOSES OF TREAS. REG. SECTION 301.7508A-1(D)(2) AND THE FILING DEADLINE HAS BEEN EXTENDED TO FEBRUARY 3, 2025. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| J&B WHITMAN LTD - FOREIGN TAXES | $5 | $5 | $0 |
| 2023 ESTIMATED TAX | $3,000 | $0 | $0 |
| 2022 TAX DUE ON RETURN | $1,500 | $0 | $0 |
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