2011-11-09T14:07:26-08:00 2010-12-31 Ross Kerby & Assoc Inc PC 1650 W Virginia Suite 100 Mc Kinney TX 75069 990PF 2010-01-01 752823240 THE JEFF & BONNIE WHITMAN CHARITABLE FOUNDATION JEFF 2148909980 11505 HILLCREST DALLAS TX 75230 JEFFREY WHITMAN 2011-11-09 Frank Kerby 9725421233 2010 2016-02-24 21:20:13Z X 184259 X 50000 1731 1731 1731 -7363 27235 506 1285 45653 1731 2237 1145 1145 432 10 10 10 0 686 686 686 2273 696 696 1145 31600 31600 33873 696 696 32745 11780 1035 1541 48844 12949 12949 126799 174474 171310 175643 187423 184259 0 X 175643 187423 175643 187423 175643 187423 175643 11780 187423 187423 CABCO SER 2004-102 TR P 2004-12-07 2010-09-15 21200 25000 -3800 -3800 AMER FUNDS EURO PACIFIC P 2007-11-26 2010-05-21 5529 8184 -2655 -2655 LONG TERM CAPITAL LOSS PER K-1 P 2008-01-01 2010-12-31 1414 -1414 -1414 SHORT TERM CAPITAL LOSS PER K-1 P 2010-01-01 2010-12-31 476 476 476 CAPITAL GAIN DISTRIBUTION P 2010-12-07 2010-12-07 30 30 30 -7363 506 false 60063 68834 0.87258 42875 134683 0.31834 103559 233886 0.44278 34515 196309 0.17582 32294 140149 0.23043 2.03994 0.40799 123310 50309 10 50319 32745 21 21 21 232 232 211 211 false false false false false false false false false true true false false false false true N/A JEFFREY 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 false false false false false false false AUGUSTA WHITMAN 11505 HILLCREST DALLAS TX 75230 3.00 0 BONNIE WHITMAN 11505 HILLCREST DALLAS TX 75230 3.00 0 JEFFREY WHITMAN 11505 HILLCREST DALLAS TX 75230 3.00 0 NONE NONE 68311 56877 0 125188 0 125188 1878 123310 6166 6166 21 21 6145 6145 6145 32745 32745 32745 6145 25413 24836 92373 36144 56643 235409 32745 0 6145 26600 262009 0 25413 236596 24836 92373 36144 56643 26600 BONNIE WHITMAN JEFFREY WHITMAN X NCJW GREATER DALLAS SECTION 6025 ROYAL LANE STE 219-9 DALLAS TX 75230 NONE 501(c)(3) HELP FUND PROGRAMS ESTABLISHED BY THE ORGANIZATION TO SUPPORT THEIR CHARITABLE MISSION. 600 VAAD HAKASHRUS OF DALLAS 7800 NORTHAVEN ROAD DALLAS TX 75230 NONE 501(c)(3) HELP FUND PROGRAMS ESTABLISHED BY THE ORGANIZATION TO SUPPORT THEIR CHARITABLE MISSION. 1000 AHARIVAN FRIENDS OF THE MIGDAL 1560 BROADWAY 510 NEW YORK NY 10036 NONE 501(c)(3) HELP FUND PROGRAMS ESTABLISHED BY THE ORGANIZATION TO SUPPORT THEIR CHARITABLE MISSION. 10000 JEWISH FEDERATION OF DALLAS 7800 NORTHAVEN ROAD DALLAS TX 75230 NONE 501(c)(3) HELP FUND PROGRAMS ESTABLISHED BY THE ORGANIZATION TO SUPPORT THEIR CHARITABLE MISSION. 20000 31600 1731 1259 -7363 LAWSUIT SETTLEMENT 26 -4347 -4347 11A LAWSUIT SETTLEMENT INCOME PRESERVES INCOME FOR THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. 7 OTHER INVESTMENT INCOME SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. 8 LONG TERM CAPITAL GAIN INCOME SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. 4 DIVIDENDS AND INTEREST EARNED SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. false false false false false false false false false false X X 1 JW EYE ASSOCIATES PA 2801 LEMMON AVE DALLAS TX 75204 50000 X TAX PREP FEE 1145 0 0 1145 OTHER INVESTMENT EXPENSE 536 536 536 INVESTMENT FEES 150 150 150 Other Investment Income 1259 LAWSUIT SETTLEMENT 26 FOREIGN TAX CREDIT 10 10 10