JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JEFF AND BONNIE WHITMAN CHARITABLE FOUNDATION (EIN 75-2823240)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201233189349100743
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T15:11:38-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS KERBY & ASSOCIATES INC PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1040 | AddressLine1 |
| City | MC KINNEY | City |
| State | TX | State |
| ZIP Code | 750701040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752823240 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEFF & BONNIE WHITMAN | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEFF | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11505 HILLCREST RD | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF WHITMAN | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-11-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK KERBY | Name |
| Phone | 9725421233 | Phone |
| Date Prepared | 2012-11-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 229135 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 2116 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2116 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 2116 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 346 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11058 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 346 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 341 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 414 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 414 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 414 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 102876 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2876 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2871 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1090 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1090 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 150 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 150 | OtherProfFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1240 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1240 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 51000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 51000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 52240 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52240 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 50636 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2876 | NetInvestmentIncome |
| Adjusted Net Income | 2871 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12949 | CashBOY |
| Cash EOY | 82609 | CashEOY |
| Cash EOYFMV | 82609 | CashEOYFMV |
| Investments Corp Stock BOY | 118222 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 118784 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 109860 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 56252 | InvestmentsOtherBOY |
| Investments Other EOY | 36666 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 36666 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 187423 | TotalAssetsBOY |
| Total Assets EOY | 238059 | TotalAssetsEOY |
| Total Assets EOYFMV | 229135 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 187423 | UnrestrictedBOY |
| Unrestricted EOY | 238059 | UnrestrictedEOY |
| Total Net Assets BOY | 187423 | TotalNetAssetsBOY |
| Total Net Assets EOY | 238059 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 187423 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 238059 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 187423 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 50636 | ExcessOfRevenueOverExpenses |
| Subtotal | 238059 | Subtotal |
| Total Net Assets Fund Balances EOY | 238059 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 75 VANGUARD EMERGING MKTS | P | 2010-05-19 | 2011-02-11 | 3436 | 2848 | 588 | 588 |
| 6 ISHARES | P | 2011-02-11 | 2011-02-17 | 656 | 662 | -6 | -6 |
| 12 ISHARES | P | 2011-02-11 | 2011-03-16 | 1317 | 1325 | -8 | -8 |
| 12 ISHARES | P | 2011-02-11 | 2011-06-14 | 1317 | 1325 | -8 | -8 |
| 10 ISHARES | P | 2011-02-17 | 2011-08-15 | 538 | 622 | -84 | -84 |
| 21 ISHARES | P | 2011-06-14 | 2011-08-15 | 1131 | 1272 | -141 | -141 |
| 70 VANGUARD EMERGING MKT | P | 2010-05-19 | 2011-12-14 | 2663 | 2658 | 5 | 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 346 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 341 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 32745 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 123310 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.265550 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 60063 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 68834 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.872578 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 42875 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 134683 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.318340 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 103559 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 233886 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.442776 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 34515 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 196309 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.175820 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.075064 | TotalDistributionRatio |
| Average Distribution Ratio | 0.415013 | AverageDistributionRatio |
| Net Noncharitable Assets | 243679 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 101130 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 29 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 101159 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 52240 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 58 | InvestmentIncomeExciseTax |
| Subtotal | 58 | Subtotal |
| Tax Based On Investment Income | 58 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 211 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 211 | TotalCreditsAndPayments |
| Overpayment | 153 | Overpayment |
| Amount Credited To Next Year | 153 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JEFFERY WHITMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2148909980 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11505 HILLCREST | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75230 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JEFFERY WHITMAN | ||||||||
| 11505 HILLCREST | DALLAS | TX | 75230 | PRESIDENT | 3.00 | 0 | 0 | 0 |
| BONNIE WHITMAN | ||||||||
| 11505 HILLCREST | DALLAS | TX | 75230 | DIRECTOR | 3.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 162000 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 48724 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 36666 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 247390 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 247390 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3711 | CashDeemedCharitable |
| Net Noncharitable Assets | 243679 | NetNoncharitableAssets |
| Minimum Investment Return | 12184 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 12184 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 58 | TaxBasedOnInvestmentIncome |
| Total Tax | 58 | TotalTax |
| Distributable Amount Before Adj | 12126 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 12126 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 12126 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52240 | ExpensesAndContributions |
| Qualifying Distributions | 52240 | QualifyingDistributions |
| Adj Qualifying Distributions | 52240 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 12126 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 24836 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 92373 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 36144 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 56643 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 26600 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 236596 | TotalExcessDistriCarryover |
| Qualifying Distributions | 52240 | QualifyingDistributions |
| Applied To Current Year | 12126 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 40114 | RemainingDistriFromCorpus |
| Total Corpus | 276710 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 24836 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 251874 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 92373 | ExcessFromYear4 |
| Excess From Year3 | 36144 | ExcessFromYear3 |
| Excess From Year2 | 56643 | ExcessFromYear2 |
| Excess From Year1 | 26600 | ExcessFromYear1 |
| Excess From Current Year | 40114 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF GREATER DALLAS | ||||||
| 7800 NORTHHAVEN | DALLAS | TX | 75230 | 501 (C) 3 | CHARITABLE PROGRAMS | $29,000 |
| TIFERET ISREAL CONGREGATION | ||||||
| 10909 HILLCREST RD | DALLAS | TX | 75230 | CHARITABLE PROGRAMS | $20,000 | |
| JEWISH FAMILY SERVICES OF DALLAS | ||||||
| 5402 ARAPAHO | DALLAS | TX | 75248 | CHARITABLE PROGRAMS | $1,000 | |
| THE LEGANCY AT PRESTON HOLLOW | ||||||
| 11409 N CENTRAL EXPWY | DALLAS | TX | 75243 | CHARITABLE PROGRAMS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 51000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,116 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $414 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $346 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,876 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2876 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (6 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JW EYE ASSOCIATES PA | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LEMMON AVE | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | Category |
| Amount | $1,090 | Amount |
| Disbursements Charitable Prps | 1090 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| JEFFERY WHITMAN |
| BONNIE WHITMAN |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN INV CO OF AMERICA CL A | 29499 | 21031 |
| MIDCAP SPDR TR SER 1 | 8545 | 8772 |
| VANGUARD EMERGING MKTS | ||
| ISHARES | 75179 | 74503 |
| SHV | 4310 | 4299 |
| ISHARES INDEX FUND | 1251 | 1255 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PARTNERSHIP | AT COST | 36666 | 36666 |
| LOAN |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | J & B WHITMAN LTD | Description |
| Revenue And Expenses Per Books | 414 | RevenueAndExpensesPerBooks |
| Net Investment Income | 414 | NetInvestmentIncome |
| Adjusted Net Income | 414 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $150 | Amount |
| Disbursements Charitable Prps | 150 | DisbursementsCharitablePrps |
Comments