2014-02-14T07:42:15-06:00 2012-12-31 KERBY & KERBY PLLC PO BOX 1040 MC KINNEY TX 750701040 990PF 2012-01-01 752823240 THE JEFF & BONNIE WHITMAN CHARITABLE FOUNDATION JEFF 11505 HILLCREST RD DALLAS TX 75230 JEFF WHITMAN 2013-05-14 true FRANK KERBY 9725421233 2014-02-06 2012 2016-03-07 17:11:31Z X 321167 X 100000 2161 2161 2161 -3126 33665 952 952 952 99987 3113 3113 150 150 0 0 30000 30000 30150 0 30000 69837 3113 3113 82609 100758 100758 118784 169520 172713 36666 37618 47696 238059 307896 321167 0 X 238059 307896 238059 307896 238059 307896 238059 69837 307896 307896 false 52240 243679 0.214380 32745 123310 0.265550 60063 68834 0.872578 42875 134683 0.318340 103559 233886 0.442776 2.113624 0.422725 290519 122810 31 122841 30000 62 62 62 153 153 91 91 false false false false false false false true true true false false false false true N/A JEFFERY WHITMAN 2148909980 11505 HILLCREST DALLAS TX 75230 false false false false false false false false false false false false false false false false false false false JEFFERY WHITMAN 11505 HILLCREST DALLAS TX 75230 3.00 0 0 0 BONNIE WHITMAN 11505 HILLCREST DALLAS TX 75230 3.00 0 0 0 NONE NONE N/A 142784 104463 47696 294943 294943 4424 290519 14526 14526 62 62 14464 14464 14464 30000 30000 30000 14464 92373 36144 56643 26600 40114 251874 30000 14464 15536 267410 0 92373 175037 36144 56643 26600 40114 15536 X JEWISH FEDERATION OF GREATER DALLAS 7800 NORTHHAVEN DALLAS TX 75230 501 (C) 3 CHARITABLE PROGRAMS 30000 30000 14 2161 18 952 18 41 -3167 3154 -3167 -13 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 false false false false false false false false false false X X 1 JW EYE ASSOCIATES PA 2801 LEMMON AVE DALLAS TX 75204 100000 X JEFFERY WHITMAN BONNIE WHITMAN INVESTMENT COMPANY OF AMERICA 2011-03 PURCHASE 2012-04 551 510 41 INVESTMENT COMPANY OF AMERICA 2011-12 PURCHASE 2012-04 26056 29105 -3049 ISHARES - BARCLAYS ST TREAS 2011-08 PURCHASE 2012-11 5429 5517 -88 ISHARES - BARCLAYS ST TREAS 2011-12 PURCHASE 2012-11 1629 1659 -30 AMERICAN INV CO OF AMERICA CL A MIDCAP SPDR TR SER 1 12903 14671 ISHARES BARCLAYS 75179 75418 MIDCAP SPDR ISHARES INDEX FUND 4646 4852 SPDR MIDCAP 400 ETF 57721 58103 ISHARES BARCLAYS ST 11906 11908 ISHARES EMERGING MKTS 7165 7761 PARTNERSHIP FMV 37618 47696 J & B WHITMAN LTD 952 952 952 INVESTMENT FEES 150