Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
W F Whitman Family Foundation Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd   Room/suite
City or town, state, and ZIP code
Wilmington, DE198091377
A Employer identification number

20-0413209
B Telephone number (see page 10 of the instructions)

(800) 839-1754
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,401,407J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 162,615
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 89,543 89,543  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 182,477
b Gross sales price for all assets on line 6a 1,828,635
7 Capital gain net income (from Part IV, line 2)... 182,477
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 87 87  
12 Total. Add lines 1 through 11........ 434,722 272,107  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 20,117 20,117    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 2,380 635    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 18,984 330   18,564
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,481 21,082   18,564
25 Contributions, gifts, grants paid........ 151,000 151,000
26 Total expenses and disbursements. Add lines 24 and 25 192,481 21,082   169,564
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 242,241
b Net investment income (if negative, enter -0-) 251,025
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 94,691 133,036 133,076
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 23,578 Click to see attachment6,029 6,761
b Investments—corporate stock (attach schedule)........ 2,627,514 Click to see attachment2,859,505 3,003,559
c Investments—corporate bonds (attach schedule)........ 257,654 Click to see attachment247,108 258,011
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,003,437 3,245,678 3,401,407
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 3,003,437 3,245,678
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,003,437 3,245,678
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,003,437 3,245,678
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 3,003,437
2 Enter amount from Part I, line 27a..................... 2 242,241
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,245,678
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,245,678
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,828,635   1,646,158 182,477
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       182,477
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 182,477
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 145,213 3,215,789 000.045156
2009 155,785 2,715,186 000.057375
2008 164,161 3,167,007 000.051835
2007 133,354 3,463,344 000.038504
2006 101,264 3,018,758 000.033545
2 Total of line 1, column (d) ...................... 2 000.226415
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 000.045283
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 3,616,664
5 Multiply line 4 by line 3....................... 5 163,773
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,510
7 Add lines 5 and 6......................... 7 166,283
8 Enter qualifying distributions from Part XII, line 4.............. 8 169,564
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,510
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 2,510
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,510
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,600
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 1600 7 1,600
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 910
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
    Yes
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Thomas C Danziger Secretary
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Barbara K Whitman Director
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    Laura B Whitman First Vice President / Director
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    W Fifield Whitman Second Vice President / Director
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    William F Whitman Jr President / Director / Treasurer
    001.00     		0    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,587,699
    b
    Average of monthly cash balances.......................
    1b
    84,041
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,671,740
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,671,740
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) Click to see attachment...........................
    4
    55,076
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,616,664
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    180,833
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    180,833
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    2,510
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,510
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    178,323
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    178,323
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    178,323
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    169,564
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    169,564
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    2,510
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    167,054
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 178,323
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 147,112
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 169,564
    a Applied to 2010, but not more than line 2a 147,112
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 22,452
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		155,871
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Barbara K Whitman
    William F Whitman Jr
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN MUSEUM OF NATURAL HISTORY
    79TH ST AT CENTRAL PARK W
    NEW YORK,NY11024     		N/A 509(a)(1) General Unrestricted 10,000
    BLUE HILL MEMORIAL HOSPITAL INC
    PO BOX 1029
    BLUE HILL,ME04614     		N/A 509(a)(1) Island Medical / EMR Project 20,000
    BURNT COVE CHURCH COMMUNITY CENTER
    19 WHITMAN RD
    STONINGTON,ME04681     		N/A 509(a)(1) Church Building Renovation 2011-2012 Project 50,000
    COLD SPRING HARBOR LABORATORY ASSOC
    PO BOX 100
    COLD SPRING HARBOR,NY11724     		N/A 509(a)(1) General Unrestricted 5,000
    COMMUNITY FOUNDATION OF OYSTER BAY
    C/O THE ONEILLS 200 SUNSET RD
    OYSTER BAY,NY11771     		N/A 509(a)(1) General Unrestricted 1,500
    DEER ISLE-STONINGTON HISTORICAL SOC
    PO BOX 652
    DEER ISLE,ME04627     		N/A 509(a)(1) Pole Barn Project 2,500
    FRIENDS COLD SPRING HBR FISH HATCHE
    1660 RTE 25A
    COLD SPRING HARBOR,NY11724     		N/A 509(a)(1) General Unrestricted 2,000
    GREEN VALE SCHOOL
    250 VALENTINES LN
    OLD BROOKVILLE,NY11545     		N/A 509(a)(1) General Unrestricted 2,500
    OLD WESTBURY GARDENS INC
    71 OLD WESTBURY RD
    OLD WESTBURY,NY11568     		N/A 509(a)(1) General Unrestricted 500
    OPERA HOUSE ARTS
    PO BOX 56
    STONINGTON,ME04681     		N/A 509(a)(1) Live for 5 Series Program 12,000
    OPERA HOUSE ARTS
    PO BOX 56
    STONINGTON,ME04681     		N/A 509(a)(1) Endowment of the Opera House in Memory of Maia Aprahamian 30,000
    PENOBSCOT EAST RESOURCE CENTER INC
    PO BOX 27
    STONINGTON,ME04681     		N/A 509(a)(1) General Unrestricted 1,000
    PENOBSCOT EAST RESOURCE CENTER INC
    PO BOX 27
    STONINGTON,ME04681     		N/A 509(a)(1) Permit Bank Program 5,000
    ST BERNARDS SCHOOL INC
    4 E 98TH ST
    NEW YORK,NY10029     		N/A 509(a)(1) General Unrestricted 5,000
    ST JOHNS CHURCH
    PO BOX 266
    COLD SPRING HARBOR,NY11724     		N/A 509(a)(1) General Unrestricted 500
    TAFT SCHOOL CORPORATION
    110 WOODBURY RD
    WATERTOWN,CT06795     		N/A 509(a)(1) General Unrestricted 1,500
    WILLIAMS COLLEGE
    75 PARK ST
    WILLIAMSTOWN,MA01267     		N/A 509(a)(1) Williams College Golf Program Fund 500
    WILLIAMS COLLEGE
    75 PARK ST
    WILLIAMSTOWN,MA01267     		N/A 509(a)(1) General Unrestricted 1,500
    Total .................................bullet 3a 151,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 89,543  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 182,477  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aForeign Tax Refund     01 87  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   272,107  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13272,107
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID: 11000218
    Software Version: 2011.0.0
    Part VI Line 7 - Tax Paid Original Return: 1600


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    W F Whitman Family Foundation Inc
     
    Employer identification number

    20-0413209
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    W F Whitman Family Foundation Inc
          		Employer identification number

    20-0413209
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0001
     
     

    Whitman Charitable Lead Unitrust dt    
    8050 SE Little Harbour Drive
       
    Hobe Sound, FL   33455

    		$162,615




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    W F Whitman Family Foundation Inc
          		Employer identification number

    20-0413209
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    W F Whitman Family Foundation Inc
          		Employer identification number

    20-0413209
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID: 11000218
    Software Version: 2011.0.0

    TY 2011 GeneralExplanationAttachment
    Name:
    W F Whitman Family Foundation Inc
    EIN: 20-0413209
    Software ID:11000218
    Software Version:2011.0.0
    Identifier Return Reference Explanation

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    W F Whitman Family Foundation Inc
    EIN: 20-0413209
    Software ID:11000218
    Software Version:2011.0.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIE - 5.875 - 05/15/2016 002824AT7 500000.00% 5,014 5,882
    ANADARKO PETROLEUM NOTES 07.62500 03/15/2014 032511BD8 500000.00% 4,985 5,554
    ARCELORMITTAL SA LUXEMBOURG-5.3750-06/01/2013 03938LAC8 500000.00% 5,351 5,131
    ATT INC - 6.700 - 11/15/2013 00206RAP7 500000.00% 4,991 5,512
    BARCLAYS BK PLC SR NT 6.75 05/22/2019 06739FFS5 500000.00% 5,531 5,543
    BBT CORPORATION SR NT-A FLT-0.97275-04/28/2014 05531FAJ2 500000.00% 5,005 4,938
    BMO BANK OF MONTREALSR NT-A FLT-0.00-04/29/2014 06366QGN1 500000.00% 5,011 4,967
    BUNGE LTD FIN CORP - 4.100 - 03/15/2016 120568AU4 1000000.00% 10,063 10,354
    CATERPILLAR INC NTS - 7.900 - 12/15/2018 149123BQ3 500000.00% 4,992 6,668
    CBS CORP 8.200 DUE 05-15-14 124857AB9 500000.00% 4,940 5,669
    CITIGROUP INC SR NT 6.375 08/12/2014 172967EY3 500000.00% 5,017 5,251
    COCA-COLA ENTERPRISES NOTE - 5.000 - 08/15/2013 191219BS2 500000.00% 5,405 5,317
    CONCOPHILLIPS NOTES 04.75000 02/01/2014 20825CAS3 500000.00% 5,477 5,405
    DOW CHEM CO NT 6.000 10/01/2012 260543BR3 500000.00% 4,925 5,193
    DOW CHEMICAL CO NOTES 4.85 08/15/2012 260543BZ5 1000000.00% 9,999 10,231
    DU PONT E I DE NEMOURS CO 5.00000 01/15/2013 SR 263534BS7 100000.00% 1,007 1,044
    DUKE ENERGY CORP SR NT 6.30000 02/01/2014 264399EQ5 500000.00% 5,074 5,529
    EI DU PONT DE NEMOUR NOTES - 5.875 - 01/15/2014 263534BV0 100000.00% 995 1,099
    EXPRESS SCRIPTS INC NOTES 5.25 06/15/2012 302182AC4 1000000.00% 10,155 10,195
    GE CAP CORP - 5.875 - 02/15/2012 36962GXS8 1000000.00% 10,662 10,060
    GOLDMAN SACHS - 5.700 - 09/01/2012 38141GCG7 500000.00% 4,626 5,106
    INGERSOLL-RAND GLOBAL HLDG CO 6.00000 08/15/2013 45687AAB8 500000.00% 5,471 5,345
    JOHN DEERE CAP CORP - 5.250 - 10/01/2012 24422EQW2 1000000.00% 9,975 10,348
    JP MORGAN CHASE CO NOTES 04.75000 05/01/2013 46625HHB9 500000.00% 4,984 5,227
    LLOYDS TSB BANK-6.3750-01/21/2021 539473AH1 500000.00% 5,026 4,977
    MERRILL LYNCH CO 6.05 8/15/12 59018YJ36 1000000.00% 10,303 10,226
    MORGAN STANLEY SR NT 6.00000 05/13/2014 61747YCF0 1000000.00% 10,470 10,172
    NASDAQ OMX GROUP 4.0 01/15/2015 631103AC2 500000.00% 5,048 5,127
    NATIONS BANK - 7.800 - 09/15/2016 638585AU3 500000.00% 5,624 5,086
    NOBLE ENERGY INC NOTES 08.25000 03/01/2019 655044AD7 500000.00% 4,976 6,502
    NYSE EURONEXT NT 4.8 6/28/2013 629491AA9 500000.00% 5,357 5,261
    PACIFIC GAS ELEC CO 8.25000 10/15/2018 694308GN1 500000.00% 5,224 6,591
    PGE CORP SR NT 5.75000 04/01/2014 69331CAE8 500000.00% 4,973 5,448
    ROPER INDUSTRIES INCNOTES 06.62500 08/15/2013 776696AB2 500000.00% 4,999 5,355
    ROWAN COS INC SR NT-5.00000-09/01/2017 779382AN0 1000000.00% 10,002 10,507
    SEMPRA ENERGY 6.500 DUE 06-01-16 816851AN9 500000.00% 4,989 5,833
    SEMPRA ENERGY SR NT FLT-0.00-03/15/2014 816851AR0 500000.00% 5,000 4,980
    UNITRIN INC NOTE-06.00-11/30/2015 913275AD5 500000.00% 5,000 5,231
    WASTE MGMT INC DEL GTD SR 6.37500 03/11/2015 94106LAT6 500000.00% 4,983 5,705
    WESTPAC BANKING CORPNOTE-0.00-12/09/2013 961214BQ5 1000000.00% 10,092 9,944
    WILLIS NORTH AMERICAINC CR SENS-6.20-03/28/2017 970648AD3 500000.00% 5,387 5,498

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    W F Whitman Family Foundation Inc
    EIN: 20-0413209
    Software ID:11000218
    Software Version:2011.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    170 shares of ABAXIS, INC ABAX 4,537 4,704
    262 shares of ABBOTT LABS ABT 13,280 14,732
    330 shares of AETNA INC. NEW AET 8,689 13,923
    218 shares of ALLIANZ SE ADR AZSEY.PK 2,259 2,064
    305 shares of ALLSCRIPTS HEALTHCARE SOLUTIONS MDRX 5,693 5,777
    475 shares of ALSTOM ALSMY.PK 1,952 1,401
    259 shares of ALUMINA LTD ADS AWC 1,430 1,194
    122 shares of AMC NETWORKS INC AMCX 2,212 4,585
    157 shares of AMERICAN EXPRESS CO AXP 6,537 7,406
    224 shares of AMERIPRISE FINANCIAL INC AMP 8,301 11,119
    310 shares of ANADARKO PETROLEUM CORP APC 13,979 23,662
    340 shares of ANGIODYNAMICS, INC. ANGO 5,513 5,035
    85 shares of ANGLOGOLD LTD AU 2,509 3,608
    33 shares of APPLE INC. AAPL 5,551 13,365
    531 shares of APPLIED MATERIALS INC. AMAT 8,141 5,687
    26271 shares of AQR DIVERSIFIED ARB I ADAIX 294,969 286,090
    83 shares of ASTRAZENECA AZN 3,962 3,842
    101 shares of ATHENAHEALTH ATHN 4,636 4,961
    360 shares of AUTODESK, INC. ADSK 6,826 10,919
    81 shares of AXIS CAPITAL HOLDINGS LTD AXS 2,400 2,589
    112 shares of BARRICK GOLD CORP COM ABX 4,186 5,068
    290 shares of BEACON ROOFING SUPPLY, INC BECN 5,011 5,867
    270 shares of BIO-REFERENCE LABORATORIES, INC BRLI 4,994 4,393
    300 shares of BIOGEN IDEC INC BIIB 13,598 33,015
    236 shares of BOEING CO BA 10,256 17,311
    360 shares of BROADCOM CORPORATION BRCM 10,135 10,570
    490 shares of CABLEVISION SYSTEMS CORP CL A CVC 5,500 6,968
    136 shares of CABOT MICROELECTRONICS CORPORATION CCMP 5,200 6,426
    237 shares of CAMECO CORPORATION CCJ 5,878 4,278
    201 shares of CAMERON INTERNATIONAL CORP CAM 6,900 9,887
    54 shares of CAPELLA EDUCATION COMPANY CPLA 3,801 1,947
    681 shares of CARREFOUR S.A. CRRFY.PK 4,943 3,051
    115 shares of CASS INFORMATION SYSTEMS, INC CASS 3,296 4,185
    48 shares of CENTRAIS ELEC BRAS S/AR CAIFY.PK 637 466
    347 shares of CENTURY TEL INC CTL 10,566 12,908
    291 shares of CEPHEID CPHD 4,681 10,013
    225 shares of CHEESECAKE FACTORY INC CAKE 5,141 6,604
    160 shares of CHEMED CORP CHE 8,069 8,194
    156 shares of CIT GROUP INC CIT 6,756 5,440
    130 shares of CITRIX SYSTEMS INC CTXS 8,545 7,894
    84 shares of COLGATE-PALMOLIVE COMPANY CL 5,753 7,761
    1884 shares of COMCAST CORP CMCSK 28,573 44,386
    104 shares of CONCUR TECHNOLOGIES CNQR 3,788 5,282
    112 shares of CONOCOPHILLIPS COP 6,496 8,161
    108 shares of CONSTANT CONTACT, INC. CTCT 2,540 2,507
    624 shares of CORNING INC GLW 10,633 8,100
    65 shares of COSTAR GROUP, INC. CSGP 3,067 4,337
    180 shares of COVIDIEN LTD COV 7,390 8,102
    370 shares of CREE, INC. CREE 15,974 8,155
    334 shares of DAI NIPPON PRINTING LTD JAPANSPONSORED ADR DNPLY.PK 5,353 3,160
    90 shares of DAIICHI SANKYO CO LTD SPONSORED ADR LEVEL 1 DSNKY.PK 1,698 1,760
    296 shares of DANAHER CORP DHR 9,251 13,924
    67 shares of DARDEN RESTAURANTS INC. DRI 3,155 3,054
    207 shares of DAVITA INC COMMON DVA 11,353 15,693
    205 shares of DEALERTRACK HOLDINGS INC TRAK 3,600 5,588
    84 shares of DEERE CO DE 5,880 6,497
    661 shares of DELL INC DELL 10,506 9,670
    128 shares of DEVON ENERGY CORPORATION DVN 8,782 7,936
    440 shares of DIGI INTERNATIONAL INC. DGII 4,638 4,910
    260 shares of DIRECTV GROUP DTV 6,257 11,118
    210 shares of DOLBY LABORATORIES DLB 9,291 6,407
    4717 shares of DRIEHAUS EMERGING MARKETS GROWTH DREGX 157,483 121,280
    196 shares of DU PONT DE NEMOURS DD 6,388 8,973
    155 shares of EAST JAPAN RAILWAY C EJPRY.PK 1,796 1,620
    244 shares of EBIX INC EBIX 4,868 5,392
    393 shares of ECHELON CORPORATION ELON 4,232 1,914
    245 shares of ECHO GLOBAL LOGISTICS, INC. ECHO 3,049 3,957
    459 shares of ELECTRICITE FR UNSP/ADR ECIFY.PK 3,706 2,208
    399 shares of ELECTRONIC ARTS EA 7,075 8,219
    115 shares of ENERNOC, INC. ENOC 3,944 1,250
    274 shares of EXXON MOBIL CORP XOM 20,780 23,224
    105 shares of FARO TECHNOLOGIES, INC. FARO 2,657 4,830
    331 shares of FIDELITY NATIONAL INFORMATION SERVICES INC FIS 9,148 8,801
    190 shares of FINANCIAL ENGINES INC COM FNGN 4,481 4,243
    835 shares of FINMECCANICA ADR FINMY.PK 3,888 1,486
    205 shares of FLUOR CORP NEW FLR 11,277 10,301
    680 shares of FOREST LABORATORIES FRX 18,367 20,577
    140 shares of FORRESTER RESEARCH INC. FORR 3,866 4,752
    110 shares of FORWARD AIR CORP FWRD 2,967 3,526
    51 shares of FRANKLIN RES INC BEN 5,013 4,899
    280 shares of FREEPORT-MCMORAN COPPER GOLD INC. FCX 7,017 10,301
    102 shares of FUJIFILM HOLDINGS FUJIY.PK 3,651 2,373
    267 shares of GENTEX CORPORATION GNTX 4,645 7,901
    145 shares of GENUINE PARTS COMPANY GPC 5,805 8,874
    87 shares of GLAXOSMITHKLINE PLC GSK 3,478 3,970
    198 shares of GOLD FIELDS LTD ADS GFI 2,631 3,020
    308 shares of GRAND CANYON EDUCATION, INC. LOPE 5,863 4,916
    30 shares of HACHIJUNI BANK LTD ADR HACBY.PK 1,853 1,704
    199 shares of HOME RETAIL GRP PLC ADR HMRTY.PK 2,192 1,027
    330 shares of HUMAN GENOME SCIENCES, INC HGSI 7,024 2,439
    495 shares of IMMUNOGEN, INC IMGN 4,272 5,732
    296 shares of INGERSOL-RAND PLC IR 11,604 9,019
    435 shares of INNERWORKINGS, INC. INWK 2,286 4,050
    502 shares of INTERNATIONAL GAME TECHNOLOGY IGT 6,855 8,634
    241 shares of INTERNATIONAL PAPER CO. IP 6,955 7,134
    115 shares of IPC THE HOSPITALIST COMPANY, INC. IPCM 3,153 5,258
    455 shares of ISIS PHARMACEUTICALS, INC. ISIS 4,263 3,281
    268 shares of KINROSS GOLD CORP KGC 4,575 3,055
    190 shares of KOHLS CORP KSS 10,004 9,377
    187 shares of KOREA ELECTRIC PW CP KEP 3,143 2,053
    225 shares of L-3 COMMUNICATIONS CORP LLL 16,344 15,003
    157 shares of LABORATORY CORP AMER HLDGS LH 10,684 13,497
    940 shares of LIBERTY INTERACTIVE CORP LINTA 4,700 15,247
    330 shares of LIBERTY MEDIA CORPORATION COM LMCA 4,488 25,757
    315 shares of LKQ CORPORATION - LKQ CORPORATION COMMON STOCK LKQX 5,369 9,475
    144 shares of MARINE HARVEST ASA MNHVY 1,520 1,225
    152 shares of MARSH AND MCLENNAN COMPANIES INC MMC 4,838 4,806
    180 shares of MAXIMUS INC MMS 4,166 7,443
    120 shares of MEDNAX, INC. MD 6,488 8,641
    85 shares of MEDTOX SCIENTIFIC, INC. MTOX 972 1,194
    287 shares of METLIFE INC. MET 10,144 8,949
    854 shares of MICROSOFT CORPORATION MSFT 18,771 22,170
    135 shares of MOBILE MINI, INC. - COMMON STOCK MINI 2,733 2,356
    396 shares of MSAD INS GROUP ADR MSADY.PK 5,529 3,600
    175 shares of NAPCO SECURITY TECHNOLOGIES INC. NSSC 546 434
    377 shares of NATIONAL INSTRUMENTS CORPORATION NATI 7,498 9,783
    274 shares of NATL OILWELL VARCO NOV 8,676 18,629
    177 shares of NEOGEN CORPORATION NEOG 3,397 5,423
    113 shares of NEWCREST MINING LTD-SPON ADR NCMGY.PK 2,482 3,425
    230 shares of NEXEN INC NXY 4,918 3,659
    127 shares of NINTENDO CO LTD ADR OTC NTDOY.PK 3,620 2,151
    213 shares of NIPPON TELEPHONE ADR NTT 4,624 5,395
    506 shares of NOKIA NOK 5,340 2,439
    218 shares of NSTAR INC. NST 8,228 10,237
    290 shares of NUCOR CP NUE 13,106 11,475
    348 shares of NYSE EURONEXT INC NYX 7,991 9,083
    297 shares of OAO GAZPROM SPONS GDR OGZPY.PK 3,109 3,172
    112 shares of OCCIDENTAL PETE CORP OXY 9,845 10,494
    542 shares of ORACLE CORP ORCL 11,047 13,902
    260 shares of PALL CP PLL 6,928 14,859
    218 shares of PANASONIC CORP PC 3,437 1,829
    126 shares of PEGASYSTEMS INC. PEGA 5,850 3,704
    14419 shares of PIMCO COMMODITY REAL RETURN STRATEGY FUND PCRIX 134,572 94,300
    457 shares of POLYUS GOLD INTL LTD GDR LEVEL 1 PLZLY.PK 1,658 1,348
    99 shares of PORTFOLIO RECOVERY ASSOCIATES, INC. - COMMON STOCK PRAA 5,283 6,684
    155 shares of POWER INTEGRATIONS, INC. POWI 4,774 5,140
    190 shares of PRAXAIR INC. PX 12,522 20,311
    192 shares of PRUDENTIAL FINCL INC PRU 9,713 9,623
    54 shares of PT TELEKOM. IND. TBK ADR TLK 1,823 1,660
    104 shares of QUALITY SYSTEMS, INC. - COMMON STOCK QSII 3,125 3,847
    290 shares of RESOURCES CONNECTION, INC. RECN 5,389 3,071
    333 shares of RITCHIE BROS AUCTIONEERS RBA 8,165 7,353
    152 shares of ROCKWELL COLLINS INC COL 7,305 8,416
    97 shares of ROHM CO LTD UNSP ADR ROHCY.PK 2,623 2,235
    557 shares of ROLLINS INC ROL 7,023 12,377
    310 shares of SANDISK CORP SNDK 4,514 15,255
    126 shares of SANOFI-AVENTIS SPONSORED ADR SNY 4,453 4,604
    187 shares of SCIQUEST INC. SQI 2,691 2,668
    1310 shares of SEAGATE TECHNOLOGY STX 14,901 21,484
    274 shares of SEKISUI HOUSE LTD SKHSY.PK 2,688 2,387
    350 shares of SEMTECH CORPORATION SMTC 5,837 8,687
    52 shares of SEVEN I HOLDINGS C SVNDY.PK 2,430 2,873
    199 shares of SHISEIDO CO LTD SSDOY.PK 3,173 3,608
    24 shares of SIEMENS A G ADR SI 1,431 2,295
    271 shares of SK TELECOM ADS ADS SKM 4,973 3,688
    133 shares of SOCIETE GENERALE FRANCE SCGLY.PK 1,207 580
    184 shares of SPS COMMERCE, INC SPSC 3,297 4,775
    659 shares of STAPLES INC. SPLS 13,279 9,154
    109 shares of STRATASYS, INC. SSYS 2,308 3,315
    591 shares of SUMITOMO MITSUI TR HOLDINGS SPON ADR SUTNY.PK 2,470 1,678
    80 shares of SWISSCOM AG S/ADR SCMWY.PK 2,725 3,034
    113 shares of TALISMAN ENERGY INC TLM 1,526 1,441
    567 shares of TD AMERITRADE HOLDING CORP AMTD 11,278 8,874
    500 shares of TE CONNECTIVITY LTD TEL 9,275 15,405
    75 shares of TECHNE CORPORATION TECH 4,829 5,120
    323 shares of TELECOM ITALIA SPA TI-A 7,368 2,875
    461 shares of TEXAS INSTRUMENTS INC. TXN 11,991 13,420
    119 shares of THE FRESH MARKET INC TFM 4,744 4,748
    286 shares of THERMO FISHER SCIENTIFIC INC TMO 10,697 12,861
    241 shares of TIME WARNER INC. TWX 8,611 8,710
    251 shares of TJX COMPANIES INC TJX 9,727 16,202
    283 shares of TNT EXPRESS TNTEY.PK 2,635 2,083
    35 shares of TOYOTA MTR CORP TM 2,485 2,315
    35 shares of TRANSOCEAN LTD. RIG 1,561 1,344
    107 shares of TRAVELERS COMPANIES INC THE TRV 5,333 6,331
    440 shares of TYCO INTERNATIONAL LTD. TYC 11,477 20,552
    146 shares of UBS AG UBS 4,756 1,727
    200 shares of ULTIMATE SOFTWARE GROUP, INC. THE ULTI 5,891 13,024
    192 shares of UNITED NATURAL FOODS, INC UNFI 5,058 7,682
    909 shares of UNITEDHEALTH GROUP INC. UNH 24,127 46,067
    235 shares of VENTAS INC VTR 8,087 12,956
    165 shares of VERINT SYSTEMS INC. VRNT 3,908 4,544
    250 shares of VERTEX PHARMCTLS INC VRTX 9,354 8,303
    189 shares of VISA INC V 12,667 19,189
    151 shares of VODAFONE GROUP PLC VOD 2,747 4,233
    50 shares of WACOAL CORP ADR WACLY.PK 3,084 3,282
    393 shares of WASTE MANAGEMENT INC. WM 12,794 12,855
    1200 shares of WEATHERFORD INTL NEW WFT 24,767 17,568
    449 shares of WISCONSIN ENERGY CP WEC 10,593 15,697
    175 shares of WOLTERS KLUWER S/ADR WTKWY.PK 3,003 2,996
    652 shares of YAHOO INC YHOO 10,573 10,517
    11731 shares of ARTISAN INTERNATIONAL VALUE FUND INVESTOR SHS ARTKX 284,859 294,336
    12626 shares of DREYFUS PREMIER EMERGING MARKETS DEBT LOCAL DDBIX 182,675 166,153
    16791 shares of HARBOR HIGH YIELD BD FD INSTITUTIONAL CL HYFAX 180,522 177,820
    14795 shares of HARDING LOEVNER INTL EQU HLMIX 231,788 197,666
    8878 shares of KEELEY FDS INC SMALL CAP VALUE FD A KSCVX 179,274 205,531

    TY 2011 InvestmentsGovtObligationsSch
    Name:
    W F Whitman Family Foundation Inc
    EIN: 20-0413209
    Software ID:11000218
    Software Version:2011.0.0
    US Government Securities - End of Year Book Value:

    6,029
    US Government Securities - End of Year Fair Market Value:

    6,761
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2011 OtherExpensesSchedule
    Name:
    W F Whitman Family Foundation Inc
    EIN: 20-0413209
    Software ID:11000218
    Software Version:2011.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 18,654     18,564
    Bank Charges 330 330    


    TY 2011 OtherIncomeSchedule2
    Name:
    W F Whitman Family Foundation Inc
    EIN: 20-0413209
    Software ID:11000218
    Software Version:2011.0.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Foreign Tax Refund 87 87  


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    W F Whitman Family Foundation Inc
    EIN: 20-0413209
    Software ID:11000218
    Software Version:2011.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 20,117 20,117    


    TY 2011 TaxesSchedule
    Name:
    W F Whitman Family Foundation Inc
    EIN: 20-0413209
    Software ID:11000218
    Software Version:2011.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2011 1,600 0 0 0
    Excise Tax for 2010 145 0 0 0
    Foreign Tax Paid 635 635 0 0