2012-11-13T15:11:38-06:00 2011-12-31 ROSS KERBY & ASSOCIATES INC PC PO BOX 1040 MC KINNEY TX 750701040 990PF 2011-01-01 752823240 THE JEFF & BONNIE WHITMAN CHARITABLE FOUNDATION JEFF 11505 HILLCREST RD DALLAS TX 75230 JEFF WHITMAN 2012-11-12 FRANK KERBY 9725421233 2012-11-13 X 2011 2016-02-24 21:20:13Z X 229135 X 100000 2116 2116 2116 346 11058 346 341 414 414 414 102876 2876 2871 1090 1090 150 150 1240 0 1240 51000 51000 52240 0 52240 50636 2876 2871 12949 82609 82609 118222 118784 109860 56252 36666 36666 187423 238059 229135 0 X 187423 238059 187423 238059 187423 238059 187423 50636 238059 238059 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 5 346 341 false 32745 123310 0.265550 60063 68834 0.872578 42875 134683 0.318340 103559 233886 0.442776 34515 196309 0.175820 2.075064 0.415013 243679 101130 29 101159 52240 58 58 58 211 211 153 153 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 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 162000 48724 36666 247390 247390 3711 243679 12184 12184 58 58 12126 12126 12126 52240 52240 52240 12126 24836 92373 36144 56643 26600 236596 52240 12126 40114 276710 0 24836 251874 92373 36144 56643 26600 40114 X JEWISH FEDERATION OF GREATER DALLAS 7800 NORTHHAVEN DALLAS TX 75230 501 (C) 3 CHARITABLE PROGRAMS 29000 TIFERET ISREAL CONGREGATION 10909 HILLCREST RD DALLAS TX 75230 CHARITABLE PROGRAMS 20000 JEWISH FAMILY SERVICES OF DALLAS 5402 ARAPAHO DALLAS TX 75248 CHARITABLE PROGRAMS 1000 THE LEGANCY AT PRESTON HOLLOW 11409 N CENTRAL EXPWY DALLAS TX 75243 CHARITABLE PROGRAMS 1000 51000 14 2116 18 414 18 346 2876 2876 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 TAX PREPARATION FEE 1090 1090 JEFFERY WHITMAN BONNIE WHITMAN 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 PARTNERSHIP AT COST 36666 36666 LOAN J & B WHITMAN LTD 414 414 414 INVESTMENT FEES 150 150