JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION (EIN 75-2823240)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-12
IRS object ID: 201503169349101465
Schema version: 2014v5.0
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
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-12T15:12:01-06:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	455631866	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KERBY & KERBY PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1040	AddressLine1Txt
City	MC KINNEY	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	750701040	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	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

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	JEFF WHITMAN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Signature	2015-11-04	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	FRANK KERBY	PreparerPersonNm
PTIN	P01317596	PTIN
Phone	9725421233	PhoneNum
Preparation	2015-11-09	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$561,674	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	$50,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$30	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$30	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$30	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$5,813	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,813	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$5,813	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$9,467	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$9,467	GrossSalesPriceAmt
Other Income Rev And Expnss	-$183	OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm	-$183	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$65,127	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,843	TotalNetInvstIncmAmt
Total Adj Net Incm	$5,660	TotalAdjNetIncmAmt
Interest Rev And Expnss	$55	InterestRevAndExpnssAmt
Other Expenses Rev And Expnss	$809	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$864	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$13,800	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$13,800	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$14,664	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$13,800	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$50,463	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,843	NetInvestmentIncomeAmt
Adjusted Net Income	$5,660	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$252,182	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$117,862	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$117,862	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY	$132	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$132	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$169,598	CorporateStockBOYAmt
Corporate Stock EOY	$345,394	CorporateStockEOYAmt
Corporate Stock EOYFMV	$383,476	CorporateStockEOYFMVAmt
Other Investments BOY	$41,169	OtherInvestmentsBOYAmt
Other Investments EOY	$50,126	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$60,204	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$462,949	TotalAssetsBOYAmt
Total Assets EOY	$513,514	TotalAssetsEOYAmt
Total Assets EOYFMV	$561,674	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$462,949	UnrestrictedBOYAmt
Unrestricted EOY	$513,514	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$462,949	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$513,514	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$462,949	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$513,514	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$462,949	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$50,463	ExcessRevenueOverExpensesAmt
Other Increases	$143	OtherIncreasesAmt
Subtotal	$513,555	SubtotalAmt
Other Decreases	$41	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$513,514	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1	$388,021	NetVlNoncharitableAssetsYr1Amt
Adjusted Qlfy Distri Yr2	$30,000	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$290,519	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.103263	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$52,240	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$243,679	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.214380	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$32,745	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$123,310	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.265550	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$60,063	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$68,834	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.872578	DistributionYr5Rt
Total Distribution	1.455771	TotalDistributionRt
Average Distribution	0.363943	AverageDistributionRt
Net Vl Noncharitable Assets	$458,066	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$166,710	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$58	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$166,768	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$13,800	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$117	InvestmentIncomeExciseTaxAmt
Subtotal	$117	SubtotalAmt
Tax Based On Investment Income	$117	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$132	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$132	TotalPaymentsAndCreditsAmt
Overpayment	$15	OverpaymentAmt
Applied To ES Tax	$15	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JEFFERY 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	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

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
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

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	TIFERET ISRAEL CONGREGATION AND JEWISH FEDERATION	Description1Txt
Expenses1	$13,800	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$320,086	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$144,956	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$465,042	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$465,042	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$6,976	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$458,066	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$22,903	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$22,903	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$117	TaxBasedOnInvestmentIncomeAmt
Total Tax	$117	TotalTaxAmt
Distributable Before Adj	$22,786	DistributableBeforeAdjAmt
Distributable Before Ded	$22,786	DistributableBeforeDedAmt
Distributable As Adjusted	$22,786	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$13,800	ExpensesAndContributionsAmt
Qualifying Distributions	$13,800	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$13,800	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$22,786	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$56,643	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$26,600	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$40,114	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$15,536	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$138,893	TotalExcessDistributionCyovAmt
Qualifying Distributions	$13,800	QualifyingDistributionsAmt
Applied To Current Year	$13,800	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$8,986	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$8,986	ExcessDistributionCyovAppCYAmt
Total Corpus	$129,907	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$47,657	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$82,250	ExcessDistriCyovToNextYrAmt
Excess From Year4	$26,600	ExcessFromYear4Amt
Excess From Year3	$40,114	ExcessFromYear3Amt
Excess From Year2	$15,536	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
TIFERET ISRAEL CONGREGATION
10909 HILLCREST RD	DALLAS	TX	75230	CHARITABLE	$5,000
JEWISH FEDERATION OF GREATER DALLAS
7800 NORTHAVEN RD	DALLAS	TX	75230	CHARITABLE	$8,800

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$13,800	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$30	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,813	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$9,467	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Related Or Exempt Function Incm	-$183	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$5,813	ExclusionAmt
Related Or Exempt Function Incm	$9,314	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$15,127	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 INTERST EARNED SUPPORTS THE DAILY OPERATIONS
4	OF THE FOUNDATION, ALLOWING ADDITIONAL MONEY FOR GRANTS
8	GAINS ON SECURITIES SUPPORTS THE DAILY OPERATIONS OF THE
8	FOUNDATION, ALLOWING ADDITIONAL MONEY FOR GRANTS
11A	PARTNERSHIP INCOME SUPPORTS THE DAILY OPERATIONS OF THE
11A	FOUNDATION, ALLOWING ADDITIONAL MONEY FOR GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	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 Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JW EYE ASSOCIATES PA	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2801 LEMMON AVE	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75204	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$50,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Total NetTotalNetAmt
UBS	2012-12	PURCHASE	2014-12	$397	$397
UBS	2014-07	PURCHASE	2014-12	$38	$38
J&B WHITMAN LTD	2012-12	PURCHASE	2014-12	$8,642	$8,642
J&B WHITMAN LTD	2014-07	PURCHASE	2014-12	$390	$390

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
SPDR S&P MIDCAP 400 ETF	$12,903	$16,555
ISHARES BARCLAY 1-3 YR CD	$75,179	$75,204
ISHARES S&P 100 INDEX	$4,646	$5,861
SPDR S&P 500 ETF	$57,721	$72,565
ISHARES MSCI EAFE ETF	$11,188	$10,525
TEMPLETON FRONTIER MC A	$7,961	$6,588
ISHARES S&P 100 ETF	$4,941	$6,234
ISHARES MSCI EAFE ETF	$8,861	$8,335
ISHARES 1-3 YR CREDIT BOND	$74,958	$74,573
SPDR S&P MIDCAP 400 ETF	$18,574	$23,832
SPDR S&P 500 ETF TR	$61,794	$77,686
TEMPLETON FRONTIER MKTS CLASS A	$6,668	$5,518

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	PARTNERSHIP	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$50,126	BookValueAmt
EOYFMV	$60,204	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	PRIOR YEAR INCOME TAX	Desc
Amt	$41	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
	$809

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Revenue And Expenses Per Books	-$183	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	-$183	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	TAX EXEMPT INCOME	Desc
Amt	$143	Amt

JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2014

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

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