Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
W F Whitman Family Foundation Inc
 
% Foundation Source
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 or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-0413209
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,387,132
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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) 172,867
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 397 397  
4 Dividends and interest from securities... 100,212 100,212  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 84,637
b Gross sales price for all assets on line 6a 3,686,570
7 Capital gain net income (from Part IV, line 2)... 85,145
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).......      
12 Total. Add lines 1 through 11........ 358,113 185,754  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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).... 35,319 35,319    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 9,695 2,306    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 28,437 713   27,724
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,451 38,338   27,724
25 Contributions, gifts, grants paid....... 238,890 238,890
26 Total expenses and disbursements. Add lines 24 and 25 312,341 38,338   266,614
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 45,772
b Net investment income (if negative, enter -0-) 147,416
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 128,722 1,238,745 1,238,745
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 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)      
b Investments—corporate stock (attach schedule)....... 4,654,402 Click to see attachment3,590,151 4,148,387
c Investments—corporate bonds (attach schedule).......      
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) 4,783,124 4,828,896 5,387,132
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 4,783,124 4,828,896
30 Total net assets or fund balances (see instructions)..... 4,783,124 4,828,896
31 Total liabilities and net assets/fund balances (see instructions). 4,783,124 4,828,896
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
4,783,124
2
Enter amount from Part I, line 27a .....................
2
45,772
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,828,896
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
4,828,896
Form 990-PF (2015)
Form 990-PF (2015)
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 3,686,570   3,601,425 85,145
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       85,145
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 85,145
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 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 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))
2014 222,872 5,400,477 0.041269
2013 201,197 4,852,890 0.041459
2012 161,215 3,756,831 0.042912
2011 167,054 3,616,664 0.04619
2010 145,213 3,215,789 0.045156
2
Total of line 1, column (d) .....................
20.216986
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
0.043397
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
5,565,399
5
Multiply line 4 by line 3......................
5
241,522
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,474
7
Add lines 5 and 6........................
7
242,996
8
Enter qualifying distributions from Part XII, line 4.............
8
266,614
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.
Form 990-PF (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,474
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 1,474
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 1,474
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 1,900
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.............. 7 1,900
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 426
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet426 RefundedBullet 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 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 instructions)
    bulletFL
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (see 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 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
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    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 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 DanzigerClick to see attachment Dir / Sec*
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Heather B WarrenClick to see attachment Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Barbara K WhitmanClick to see attachment Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Laura B WhitmanClick to see attachment Pres / First VP* / Dir / Sec
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    W Fifield WhitmanClick to see attachment VP / Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    William F Whitman JrClick to see attachment Pres / Dir / Treas
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see 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  
    Part IX-B
    Summary of Program-Related Investments (see 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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see 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
    5,281,139
    b
    Average of monthly cash balances.......................
    1b
    369,012
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,650,151
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,650,151
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    84,752
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,565,399
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    278,270
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    278,270
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,474
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,474
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    276,796
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    276,796
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    276,796
    Part XII
    Qualifying Distributions (see 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 ..........
    1a
    266,614
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    266,614
    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 instructions).................
    5
    1,474
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    265,140
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 276,796
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 244,887
    b Total for prior years:2013, 2012, 2011  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 266,614
    a Applied to 2014, but not more than line 2a 244,887
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount..... 21,727
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015.    
    (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 0
    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 instructions ...........
     
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    255,069
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 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 or email address 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 (2015)
    Form 990-PF (2015)
    Page 11
    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,NY10024
    N/A PC General & Unrestricted 10,000
    CENTRAL PARK CONSERVANCY INC
    14 E 60TH ST
    NEW YORK,NY10022
    N/A PC General & Unrestricted 1,000
    COLD SPRING HARBOR LABORATORY
    PO BOX 100
    COLD SPG HBR,NY11724
    N/A PC General & Unrestricted 300
    COLD SPRING HARBOR LABORATORY
    PO BOX 100
    COLD SPG HBR,NY11724
    N/A PC Double Helix Medal Dinner Campaign 4,000
    COMMUNITY FOUNDATION OF OYSTER BAY INC
    200 SUNSET RD
    OYSTER BAY,NY11771
    N/A PC General & Unrestricted 5,000
    DILLER-QUAILE SCHOOL OF MUSIC INC
    24 E 95TH ST
    NEW YORK,NY10128
    N/A PC General & Unrestricted 1,000
    DUCKS UNLIMITED
    1 WATERFOWL WAY
    MEMPHIS,TN38120
    N/A PC General & Unrestricted 100
    FRIENDS OF ACADIA
    PO BOX 45
    BAR HARBOR,ME04609
    N/A PC Isle Au Haut Mail Boat Project 50,000
    FRIENDS OF RAYNHAM HALL INC
    20 W MAIN ST
    OYSTER BAY,NY11771
    N/A PC Charitable Event 500
    FRIENDS OF THE COLD SPRING HARBOR FISH HATCHERY IN
    1660 RTE 25A
    COLD SPG HBR,NY11724
    N/A PC General & Unrestricted 5,241
    GLEN COVE BOYS AND GIRLS CLUB AT LINCOLN HOUSE INC
    113 GLEN COVE AVE
    GLEN COVE,NY11542
    N/A PC General & Unrestricted 100
    GREEN VALE SCHOOL
    250 VALENTINES LN
    OLD BROOKVILLE,NY11545
    N/A PC General & Unrestricted 14,475
    GREEN VALE SCHOOL
    250 VALENTINES LN
    OLD BROOKVILLE,NY11545
    N/A PC Annual Fund 2,500
    ISLAND INSTITUTE
    386 MAIN ST
    ROCKLAND,ME04841
    N/A PC President's Circle Fund 17,000
    LOCUST VALLEY LIBRARY
    170 BUCKRAM RD
    LOCUST VALLEY,NY11560
    N/A PC General & Unrestricted 500
    MARTIN MEMORIAL FOUNDATION INC
    PO BOX 9010
    STUART,FL34995
    N/A PC General & Unrestricted 10,000
    MEMORIAL AMBULANCE CORPS ISLE AU HAUT-STONINGTON-D
    77 SUNSHINE RD
    DEER ISLE,ME04627
    N/A PC New Ambulance Project 5,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    633 3RD AVE 28TH FL
    NEW YORK,NY10017
    N/A PC Dr. Peter Scardino's research on Prostate Cancer 5,000
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK W
    NEW YORK,NY10024
    N/A PC General & Unrestricted 500
    NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIP
    535 E 70TH ST
    NEW YORK,NY10021
    N/A PC Spine Council Fund 10,000
    NEW YORK SOCIETY LIBRARY TRUSTEES
    53 E 79TH ST
    NEW YORK,NY10075
    N/A PC General & Unrestricted 500
    NEW YORK UNIVERSITY
    110 W 3RD ST 2ND FL
    NEW YORK,NY10012
    N/A PC General & Unrestricted 1,250
    NORTH SHORE LAND ALLIANCE INC
    151 POST RD
    OLD WESTBURY,NY11568
    N/A PC General & Unrestricted 790
    NORTH SHORE LAND ALLIANCE INC
    151 POST RD
    OLD WESTBURY,NY11568
    N/A PC Wine Auction campaign 434
    OAKCLIFF SAILING INCORPORATED
    4 S ST
    OYSTER BAY,NY11771
    N/A PC General & Unrestricted 5,000
    OLD WESTBURY GARDENS INC
    PO BOX 430
    OLD WESTBURY,NY11568
    N/A PC Charitable Event 800
    ONE WEST 54TH STREET FOUNDATION
    C/O UNIVERSITY CLUB 1 W 54 ST
    NEW YORK,NY10019
    N/A PC General & Unrestricted 250
    OPERA HOUSE ARTS
    PO BOX 56
    STONINGTON,ME04681
    N/A PC Live for $5 Series Program 12,500
    PENOBSCOT EAST RESOURCE CENTER INC
    PO BOX 27
    STONINGTON,ME04681
    N/A PC Fishermen Engagement Program 20,000
    SCYC PRESERVATION FOUNDATION INC
    314 YACHT CLUB RD
    OYSTER BAY,NY11771
    N/A PC General & Unrestricted 12,000
    ST BERNARDS SCHOOL INC
    4 E 98TH ST
    NEW YORK,NY10029
    N/A PC General & Unrestricted 12,500
    ST JOHNS CHURCH
    PO BOX 266
    COLD SPG HBR,NY11724
    N/A PC General & Unrestricted 150
    TAFT SCHOOL CORPORATION
    110 WOODBURY RD
    WATERTOWN,CT06795
    N/A PC General & Unrestricted 6,000
    THE EVERGLADES FOUNDATION INC
    18001 OLD CUTLER RD STE 625
    PALMETTO BAY,FL33157
    N/A PC General & Unrestricted 5,000
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028
    N/A PC General & Unrestricted 4,000
    THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN
    445 5TH AVE
    NEW YORK,NY10016
    N/A PC General & Unrestricted 1,000
    WESLEYAN UNIVERSITY
    237 HIGH ST
    MIDDLETOWN,CT06459
    N/A PC General & Unrestricted 1,250
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460
    N/A PC General & Unrestricted 1,000
    WILLIAMS COLLEGE
    75 PARK ST
    WILLIAMSTOWN,MA01267
    N/A PC General & Unrestricted 11,000
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20090
    N/A PC General & Unrestricted 250
    YALE UNIVERSITY ART GALLERY
    PO BOX 208271
    NEW HAVEN,CT06520
    N/A PC General & Unrestricted 1,000
    Total .................................bullet 3a 238,890
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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 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....          
    3
    Interest on savings and temporary cash investments ...........
        14 397  
    4 Dividends and interest from securities....     14 100,212  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 84,637  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   185,246  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13185,246
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the 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 its Form 990PF, Part I, line 2, 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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    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
    1
     
     

    WHITMAN CLUT DTD 22505  
    8050 SE LITTLE HARBOUR DRIVE
     
    HOBE SOUND, FL33455

    $ 172,867


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


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

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    W F Whitman Family Foundation Inc
     
    Employer identification number

    20-0413209
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 CompensationExplanation
    Name:
    W F Whitman Family Foundation Inc
    EIN:
    20-0413209
    Person Name Explanation
    Thomas C Danziger *Removed from position in 2015.
    Barbara K Whitman *Resigned from foundation in 2015.
    Laura B Whitman *Removed from position in 2015.
    William F Whitman Jr *Resigned from Foundation in 2015.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    W F Whitman Family Foundation Inc
    EIN:
    20-0413209
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    W F Whitman Family Foundation Inc
    EIN:
    20-0413209
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABAXIS, INC 3,434 6,125
    ABBOTT LABS 23,727 27,620
    ACCENTURE PLC 19,890 24,976
    ADT LTD 4,459 6,926
    ADVISORY BOARD COMPANY 12,694 12,403
    AES CORP 21,199 14,661
    ALLERGAN PLC 18,453 81,250
    ALPHABET INC CL A 16,645 23,340
    AMC NETWORKS INC 2,859 9,111
    AMER INTERNATIONAL GROUP INC 18,392 27,391
    ANADARKO PETROLEUM CORP 40,323 31,091
    ANGLO AM PLC ADR 17,225 3,103
    APPLE INC 12,015 17,578
    ATHENAHEALTH 11,072 18,029
    AUTODESK, INC 12,446 29,856
    BANCO BILBAO ARG SA 15,892 13,062
    BASF AG SPONS ADR 21,678 15,280
    BAXALTA INCORPORATED 4,876 6,128
    BEACON ROOFING SUPPLY, INC 7,135 14,207
    BIO TECHNE CORPORATION 6,479 8,550
    BORG WARNER INC 19,976 16,644
    BOSTON SCIENTIFIC 11,314 23,234
    BROADCOM CORPORATION 19,550 30,413
    BROOKFIELD ASSET MANAGEMENT CL 16,225 18,792
    CABOT MICROELECTRONICS CORPORA 7,378 8,143
    CAMECO CORPORATION 17,935 11,344
    CAPITAL ONE FINANCIAL CORP 22,081 19,850
    CASS INFORMATION SYSTEMS, INC 3,309 5,969
    CEPHEID 9,652 12,457
    CHANNELADVISOR CORP 7,305 2,355
    CHARTER COMMUNICATIONS 4,345 4,578
    CHEESECAKE FACTORY INC 3,435 6,225
    CHEMED CORP 4,454 12,733
    CIMAREX ENERGY CO 17,460 15,731
    CISCO SYSTEMS INC 18,273 21,398
    CITIGROUP INC 23,801 27,272
    CITRIX SYSTEMS INC 15,409 18,156
    COMCAST CORP 33,233 82,274
    COMPAGNIE FINANCIERE RICHEMONT 16,064 14,012
    COMPASS GROUP PLC ADR 20,759 22,166
    COSTAR GROUP, INC 7,947 14,882
    CREE, INC 20,004 11,975
    DAIICHI SANKYO CO LTD SPONSORE 10,937 13,424
    DASSAULT SYS SA SPN ADR 20,629 23,724
    DB X TRACKERS MSCI EAFE HEDGED 994,815 1,015,321
    DBS GROUP HLDGS SPON ADR 17,173 15,878
    DIAGEO PLC ADS 17,523 15,815
    DIGI INTERNATIONAL INC 4,072 4,666
    DIPLOMAT PHARMACY INC 4,409 4,414
    DISCOVERY COMMUNICATIONS CL A 13,073 11,526
    DOLBY LABORATORIES 10,183 8,278
    DORMAN PRODUCTS INC 10,581 9,257
    EASTMAN CHEMICAL CO 8,645 7,696
    ECHO GLOBAL LOGISTICS, INC 3,331 4,588
    EOG RESOURCES INC 16,155 16,140
    ERSTE BK DER OEST SP 18,231 17,303
    EXAMWORKS GROUP INC 10,998 7,448
    EXPERIAN GROUP LTD S/ADR 19,180 19,658
    EXPRESS SCRIPTS HOLDING CO 11,476 15,821
    FINANCIAL ENGINES INC COM 7,686 8,754
    FIVE BELOW INC 8,282 7,062
    FLUOR CORP 11,037 9,208
    FORWARD AIR CORP 2,771 4,301
    FRANKLIN RES INC 13,061 8,690
    FREEPORT-MCMORAN COPPER & GOLD 25,381 11,306
    GENTEX CORPORATION 6,536 10,310
    GOLDMAN SACHS TACTICAL TILT IM 418,418 404,078
    GOODYEAR TIRE & RUBBER COMPANY 8,739 12,970
    GRAND CANYON EDUCATION, INC 9,159 14,925
    HEALTHCARE SVCS GROUP INC 10,996 12,553
    HEALTHSTREAM INC 4,765 3,520
    HEICO CORP 6,958 6,523
    HEINEKEN N V S ADR 20,042 25,736
    HSBC HOLDINGS PLC 16,414 12,946
    ILLINOIS TOOL WORKS 9,653 14,087
    IMMUNOGEN, INC 4,594 6,581
    INNERWORKINGS, INC 2,224 3,038
    INTERNATIONAL BUSINESS MACHINE 16,606 11,973
    IONIS PHARMACEUTICALS INC 4,252 27,559
    JP MORGAN CHASE 22,145 28,261
    JUNIPER NETWORKS 8,014 10,295
    KDDI CP UNSP ADR 18,619 25,139
    KIMBERLY CLARK 19,131 19,049
    KIMBERLY CLARK CORP 15,920 21,386
    KONINKLIJKE DSM NV ADR 20,134 15,655
    KUBOTA CORPORATION 18,899 17,799
    L-3 COMMUNICATIONS CORP 16,118 26,890
    LIBERTY BROADBAND CORP (LBRDA) 750 4,132
    LIBERTY BROADBAND CORP (LBRDK) 1,453 8,298
    LIBERTY INTERACTIVE CORPORATIO 5,517 24,861
    LIBERTY MEDIA CORPORATION 4,247 24,371
    LIBERTY MEDIA CORPORATION COM 2,207 12,560
    LIBERTY VENTURES 855 5,819
    LINEAR TECHNOLOGY CORP 11,012 11,679
    LOEWS CORP 8,740 9,024
    MARSH AND MCLENNAN COMPANIES I 15,971 18,465
    MAXIMUS INC 3,668 11,813
    MEDNAX, INC 4,645 10,749
    MEDTRONIC PLC 58,221 58,305
    METLIFE INC 15,339 14,511
    MICROSOFT CORP 11,902 19,862
    MOBILE MINI, INC 2,316 4,981
    MONDELEZ INTERNATIONAL INC 18,583 21,523
    MORGAN STANLEY 16,572 21,917
    NATIONAL GRID TRANSCO PLC 14,304 14,951
    NATIONAL INSTRUMENTS CORPORATI 9,636 12,394
    NATL OILWELL VARCO 4,493 4,354
    NEOGEN CORPORATION 3,686 10,739
    NESTLE S.A 12,533 12,428
    NIDEC CORPORATION ADR 21,136 24,752
    NOODLES AND CO CL A 7,231 2,665
    NOVADAQ TECHNOLOGIES INC 4,914 3,886
    NOVARTIS AG ADR 19,907 20,564
    NOW INC 554 538
    NUANCE COMMUNICATIONS, INC 8,455 10,601
    NUCOR CP 13,155 11,687
    ORIX CORP ADS 16,243 15,734
    PARKER HANNIFIN CP 13,692 13,383
    PEGASYSTEMS INC 7,966 9,405
    PENTAIR INC. COM 2,652 5,201
    PFIZER INC 24,333 27,147
    PHILIP MORRIS INTL 13,875 13,714
    PNC FINANCIAL GROUP INC 14,320 20,206
    PORTFOLIO RECOVERY ASSOCIATES, 4,669 7,181
    POWER INTEGRATIONS, INC 4,862 7,051
    PRAXAIR INC 13,112 10,445
    PROCTER GAMBLE CO 28,628 28,746
    PROGRESSIVE CORP OHIO 13,137 16,345
    PROS HOLDINGS INC 8,425 7,834
    BIOGEN INC. 27,125 43,502
    PROTO LABS INC 9,524 11,146
    PRUDENTIAL FINCL INC 11,523 13,188
    RECKITT BENCKISER GROUP 21,568 25,299
    RITCHIE BROS AUCTIONEERS 9,659 10,199
    ROLLINS INC 3,324 6,423
    SAMSONITE 18,321 15,012
    SANDISK CORP 16,282 34,727
    SCIQUEST INC 6,544 5,344
    SEAGATE TECHNOLOGY 18,032 43,552
    SENSATA TECHNOLOGIES HOLDINGS 9,669 8,429
    SHINSEI BANK LTD S/ADR 17,154 15,163
    SIEMENS AG 19,937 15,196
    SPS COMMERCE, INC 3,629 11,865
    STARZ 995 10,720
    STRATASYS, INC 8,570 6,668
    STRYKER CORPORATION 9,716 10,781
    SYSCO CORP 19,902 22,017
    TCW CONV SECS FD INC 6,689 8,553
    TE CONNECTIVITY LTD 29,321 50,719
    TEGNA 7,524 8,345
    TILE SHOP HOLDINGS INC 7,028 6,888
    TJX COMPANIES INC 14,424 20,280
    TORAY INDUSTRIES INC 18,596 20,504
    TOTAL FINA ELF S.A 21,313 15,058
    TWENTY-FIRST CENTURY CL B 13,467 10,756
    TWITTER INC 6,544 5,993
    TYCO INTERNATIONAL LTD 6,759 13,713
    UBS AG 18,053 20,823
    ULTIMATE SOFTWARE GROUP, INC. 3,548 18,182
    UNILEVER N V N Y 16,830 18,844
    UNITED NATURAL FOODS, INC 5,623 7,164
    UNITED PARCEL SERVICE 10,039 9,815
    UNITED TECHNOLOGIES CORP 23,480 23,921
    UNITEDHEALTH GROUP INC 18,293 74,113
    V F CORP 10,775 14,878
    VANTIV INC - CLASS A 9,857 14,273
    VERINT SYSTEMS INC 6,150 7,909
    VERTEX PHARMCTLS INC 9,450 30,199
    WALT DISNEY HOLDINGS CO 9,611 16,603
    WEATHERFORD INTL 43,376 21,109
    WESTERN DIGITAL CORP 1,973 1,741
    WHIRLPOOL CORP 15,578 14,834
    ZELTIQ AESTHETICS INC 7,693 6,277

    TY 2015 OtherExpensesSchedule
    Name:
    W F Whitman Family Foundation Inc
    EIN:
    20-0413209
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 27,663     27,663
    Bank Charges 713 713    
    State or Local Filing Fees 61     61


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    W F Whitman Family Foundation Inc
    EIN:
    20-0413209
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 35,319 35,319    


    TY 2015 TaxesSchedule
    Name:
    W F Whitman Family Foundation Inc
    EIN:
    20-0413209
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2015 1,900      
    990-PF Excise Tax for 2014 5,489      
    Foreign Tax Paid 2,306 2,306