2025-02-02T21:27:25-06:00 2023-12-31 462958029 MILLER GROSSBARD ADVISORS LLP 600 N SHEPHERD DR SUITE 200 HOUSTON TX 77007 990PF 2023-01-01 752823240 THE JEFF & BONNIE WHITMAN CHARITABLE FOUNDATION JEFF 2148909980 11505 HILLCREST RD DALLAS TX 75230 JEFFERY WHITMAN PRESIDENT 2148909980 2025-01-31 1 0 BRIAN I MILLER P00649295 7136223960 2025-02-02 2023 2025-03-06 01:10:19Z X 838977 X 647561 10304 10304 156509 546291 156509 25 18 814399 166831 0 0 0 10677 5339 5338 4505 5 0 1384 1384 0 16566 6728 5338 370183 370183 386749 6728 375521 427650 160103 13525 157113 157113 258 258 258 547288 673601 673601 8005 8005 8005 568818 838977 838977 306 306 695 0 1001 306 X 567817 838671 567817 838671 568818 838977 567817 427650 259 995726 157055 838671 J&B WHITMAN LTD K-1 - NET STCG P 657 657 657 J&B WHITMAN LTD K-1 - NET LTCG P 1177 1177 1177 FIDELITY 7112 - STCG P 67433 57028 10405 10405 FIDELITY 7112 - LTCG P 477024 332754 144270 144270 156509 2225 0 2225 0 2225 8696 0 0 0 8696 0 6471 6471 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JEFFREY WHITMAN 2148909980 11505 HILLCREST DALLAS TX 75230 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY 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 NONE 0 NONE 0 N/A 0 0 195545 3349 673601 872495 0 0 872495 13087 859408 42970 42970 2225 2225 40745 0 40745 0 40745 375521 0 375521 40745 0 0 396809 83461 107124 147521 156584 891499 375521 0 0 0 40745 334776 0 0 1226275 0 0 0 0 0 0 396809 829466 83461 107124 147521 156584 334776 JEFFREY WHITMAN BONNIE WHITMAN X AKIBA YAVNEH ACADEMY 12324 MERIT DRIVE DALLAS TX 75251 NONE 501(C)(3) CHARITABLE 5000 AMERICAN HEART ASSOCIATION 10060 BUFFALO SPEEDWAY HOUSTON TX 77054 NONE 501(C)(3) CHARITABLE 258 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE 501(C)(3) CHARITABLE 250 ANN & NATE LEVINE ACADEMY 18011 HILLCREAST ROAD DALLAS TX 75252 NONE 501(C)(3) CHARITABLE 13000 ANTI-DEFAMATION LEAGUE 4635 SOUTHWEST FWY HOUSTON TX 77027 NONE 501(C)(3) CHARITABLE 1042 AREYVUT INC 147 S WASHINGTON AVENUE BERGENFIELD NJ 07621 NONE 501(C)(3) CHARITABLE 258 AT&T PERFORMING ARTS CENTER 700 NORTH PEARL SUITE N1800 DALLAS TX 75201 NONE 501(C)(3) CHARITABLE 30000 B'NAI VAIL CONGREGATION INC 19 VAIL ROAD VAIL CO 81657 NONE 501(C)(3) CHARITABLE 1300 CAMP HASC INC 361 PARKSVILLE RD PARKSVILLE NY 12768 NONE 501(C)(3) CHARITABLE 184 CONGREGATION SHEARITH ISREAL 9401 DOUGLAS DALLAS TX 75225 NONE 501(C)(3) CHARITABLE 12426 DALLAS ARBORETUM 8525 GARLAND ROAD DALLAS TX 75218 NONE 501(C)(3) CHARITABLE 375 DALLAS FURNITURE BANK PO BOX 815788 DALLAS TX 75318 NONE 501(C)(3) CHARITABLE 275 DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM 211 N RECORD STREET STE 100 DALLAS TX 75202 NONE 501(C)(3) CHARITABLE 17500 DALLAS JEWISH COMMUNITY FOUNDATION 12222 MERIT DR STE 450 DALLAS TX 75251 NONE 501(C)(3) CHARITABLE 3216 DALLAS JEWISH HISTORICAL SOCIETY INC 7900 NORTHAVEN ROAD DALLAS TX 75230 NONE 501(C)(3) CHARITABLE 5250 DALLAS MUSEUM OF ART 1717 N HARWOOD ST DALLAS TX 75201 NONE 501(C)(3) CHARITABLE 2500 DALLAS SUMMER MUSICALS 909 1ST AVENUE DALLAS TX 75210 NONE 501(C)(3) CHARITABLE 5000 DALLAS TORAH INSTITUTE 5840 FOREST LN DALLAS TX 75230 NONE 501(C)(3) CHARITABLE 2800 DOUBLE GOOD KIDS FOUNDATION 16W030 83RD STREET BURR RIDGE IL 60527 NONE 501(C)(3) CHARITABLE 100 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 NONE 501(C)(3) CHARITABLE 500 FOUNDATION FIGHTING BLINDNESS 6925 OAKLAND MILLS ROAD 701 COLUMBIA MD 21045 NONE 501(C)(3) CHARITABLE 2625 FRIENDS OF MIGDAL TORAH 1191 E 18TH ST BROOKLYN NY 11230 NONE 501(C)(3) CHARITABLE 25000 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 NONE 501(C)(3) CHARITABLE 5000 HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC PO BOX 795774 DALLAS TX 75379 NONE 501(C)(3) CHARITABLE 6030 HEROES FOR CHILDREN 6010 W SPRING CREEK PKWY PLANO TX 75024 NONE 501(C)(3) CHARITABLE 104 IRA E TOBOLOWSKY FOUNDATION PO BOX 803599 DALLAS TX 75380 NONE 501(C)(3) CHARITABLE 520 JEWISH COMMUNITY CENTER OF DALLAS 7900 NORTHAVEN ROAD DALLAS TX 75230 NONE 501(C)(3) CHARITABLE 130500 JEWISH FAMILY SERVICE OF GREATER DALLAS 5402 ARAPAHO ROAD DALLAS TX 75248 NONE 501(C)(3) CHARITABLE 10627 JEWISH FEDERATION OF GREATER DALLAS 7800 NORTHAVEN ROAD DALLAS TX 75230 NONE 501(C)(3) CHARITABLE 58930 JEWISH NATIONAL FUND - 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ROYALTY INCOME 14 7 0 166838 0 166838 0 0 0 0 0 0 0 0 0 0 X X 1 JEFFREY WHITMAN 11505 HILLCREST ROAD DALLAS TX 75230 106000 X 2 JEFFREY WHITMAN 11505 HILLCREST ROAD DALLAS TX 75230 541561 X 2 663 SHS SPDR S&P500 ETF TRUST 264232 2023-02-22 2 1,850 SHS SCHLUMBERGER LIMITED COM 102398 2023-03-06 2 200 SHS ISHARES TR EXPANDED TECH 67906 2023-06-22 2 2,500 SHS UBER TECHNOLOGIES INC COM 107025 2023-06-22 ACCOUNTING FEES 10677 5339 5338 J&B WHITMAN LTD AT COST 81918 81918 LIFE INSURANCE POLICY AT COST 591683 591683 OTHER ASSET 8005 8005 8005 UNREALIZED GAIN/LOSS ON NON CASH CONTRIBUTIONS 151779 NET INC/EXP RELATED TO INSURANCE POLICY 5276 J&B WHITMAN, LTD OTHER DEDUCTIONS 1384 1384 0 J&B WHITMAN LTD K-1 - OTHER INCOME 18 18 18 J&B WHITMAN LTD K-1 - ROYALTY INCOME 7 7 TAX-EXEMPT INCOME 259 CREDIT CARD PAYABLE 695 0 UNDER FEMA DISASTER TX-2024-13, TAXPAYER IS IN COVERED DISASTER AREA FOR PURPOSES OF TREAS. REG. SECTION 301.7508A-1(D)(2) AND THE FILING DEADLINE HAS BEEN EXTENDED TO FEBRUARY 3, 2025. J&B WHITMAN LTD - FOREIGN TAXES 5 5 0 2023 ESTIMATED TAX 3000 0 0 2022 TAX DUE ON RETURN 1500 0 0