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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
WHITENER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1147 ELMWOOD DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ABILENE, TX79605
A Employer identification number

75-2681790
B Telephone number (see instructions)

(325) 677-6251
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$11,190,061J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 8,451 8,451  
4 Dividends and interest from securities... 208,925 208,925  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -180,683
b Gross sales price for all assets on line 6a 12,019,913
7 Capital gain net income (from Part IV, line 2)... 0
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 704 704  
12 Total. Add lines 1 through 11........ 37,397 218,080  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,300 0   0
c Other professional fees (attach schedule).... Click to see attachment 66,647 66,647   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 607 607   0
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 44 44   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,598 67,298   0
25 Contributions, gifts, grants paid....... 491,832 491,832
26 Total expenses and disbursements. Add lines 24 and 25 562,430 67,298   491,832
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -525,033
b Net investment income (if negative, enter -0-) 150,782
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 76,341 12,213 12,213
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) 0 Click to see attachment1,984,337 2,000,605
b Investments—corporate stock (attach schedule)....... 10,464,729 Click to see attachment6,724,404 7,782,725
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).......... 0 Click to see attachment1,293,648 1,392,690
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment393 Click to see attachment1,828 Click to see attachment1,828
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,541,463 10,016,430 11,190,061
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 10,541,463 10,016,430
29 Total net assets or fund balances (see instructions)..... 10,541,463 10,016,430
30 Total liabilities and net assets/fund balances (see instructions). 10,541,463 10,016,430
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,541,463
2
Enter amount from Part I, line 27a .....................
2
-525,033
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,016,430
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,016,430
Form 990-PF (2020)
Form 990-PF (2020)
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 77.00 ADVANCED MICRO DEVICES INC   2020-06-10 2020-10-09
b 9.00 ALPHABET INC CL A   2020-06-10 2020-12-29
c 3.00 AMAZON.COM INC   2020-06-10 2020-10-09
d 9.00 AMAZON.COM INC   2020-06-10 2020-12-29
e 95.00 APPLE INC COM   2020-06-10 2020-10-09
476.00 APPLE INC COM   2020-06-10 2020-12-29
137.892 ARTISAN INTERNATIONAL FD-INV   2020-01-01 2020-06-10
400.980 ARTISAN MID CAP VALUE FUND INV   2020-01-01 2020-06-10
97.165 BARON GROWTH FUND   2019-11-26 2020-06-10
858.687 BARON OPPORTUNITY FUND RETAI   2019-11-26 2020-06-10
1 BLACKROCK INC   2020-06-10 2020-10-09
22 BLACKROCK INC   2020-06-10 2020-12-29
15 BLACKSTONE GROUP INC COM CL A   2020-10-06 2020-12-29
233 THE WALT DISNEY CO   2020-06-10 2020-12-29
3 FACEBOOK INC-A   2020-06-10 2020-10-09
10 FACEBOOK INC-A   2020-06-10 2020-12-29
374.788 FIDELITY CONTRAFUND   2020-01-01 2020-06-10
279.319 HARBOR CAPITAL APPRECIATION FD   2020-01-01 2020-06-10
422.473 OAKMARK FUND CLASS I   2020-01-01 2020-06-10
5 HONEYWELL INTERNATIONAL INC   2020-06-10 2020-10-09
111 HONEYWELL INTERNATIONAL INC   2020-06-10 2020-12-29
974 INTEL CORP   2020-06-10 2020-10-20
14 ISHARES TRANSPORTATION AVERAGE   2020-06-10 2020-10-09
55 ISHARES TRANSPORTATION AVERAGE   2020-06-10 2020-12-29
298 ISHARES CORE S&P MIDCAP ETF   2020-06-10 2020-12-29
33 JPMORGAN CHASE & CO   2020-06-10 2020-12-29
208.377 PERKINS MID CAP VAL-T   2020-01-01 2020-06-10
90877.263 JANUS INVT FD MULTI SECTOR CL   2020-02-03 2020-06-10
165.757 JENSEN QUALITY GROWTH FUND J   2020-01-01 2020-06-10
13.35 JPMORGAN SMALL CAP EQUITY FUND   2020-06-10 2020-10-09
492.3 JPMORGAN SMALL CAP EQUITY FUND   2020-06-10 2020-12-29
5 LAM RESEARCH CORP COM   2020-06-10 2020-10-09
86 LAM RESEARCH CORP COM   2020-06-10 2020-12-29
139.042 LOOMIS SAYLES BOND FUND   2019-12-16 2020-06-10
28 LOWES COMPANIES INC   2020-06-10 2020-10-09
43 LOWES COMPANIES INC   2020-06-10 2020-12-29
47 MASTERCARD INC CL A   2020-06-10 2020-12-29
147.24 MATTHEWS PACIFIC TIGER FUND   2020-01-01 2020-06-10
10 MICROSOFT CORP   2020-06-10 2020-10-09
55 MICROSOFT CORP   2020-06-10 2020-12-29
1 MONDELEZ INTERNATIONAL INC   2020-06-10 2020-10-09
13056.001 NEUBERGER BERMAN EQUITY FDS RE TR   2020-05-07 2020-06-10
22 NIKE INC CL B   2020-06-10 2020-10-09
91 NIKE INC CL B   2020-06-10 2020-12-29
389 PNC FINANCIAL SERVICES GROUP I   2020-06-10 2020-10-06
1047.676 HODGES SMALL CAP FUND   2019-12-12 2020-06-10
2086 ROYAL DUTCH SHELL PLC ADR   2020-06-10 2020-07-28
2 S&P GLOBAL INC   2020-06-10 2020-10-09
23 SPDR S&P BIOTECH ETF   2020-06-10 2020-10-09
274 SPDR S&P BIOTECH ETF   2020-06-10 2020-12-29
1197 UTILITIES SELECT SECTOR SPDR   2020-06-10 2020-11-03
142.917 SEGALL BRYANT HAMILL TR PLUS B   2020-01-01 2020-06-10
8 SERVICENOW INC   2020-06-10 2020-10-09
33 SERVICENOW INC   2020-06-10 2020-12-29
339.965 THORNBURG INTERNATIONAL VALUE   2020-01-01 2020-06-10
4685.635 VANGUARD SHORT-TERM INVMT GRAD   2020-06-10 2020-08-27
15 VANGUARD INFORMATION TECHNOLOG   2020-06-10 2020-10-09
89 VANGUARD INFORMATION TECHNOLOG   2020-06-10 2020-12-29
576 VANGUARD INDEX FDS REAL ESTATE   2020-06-10 2020-11-03
1199 VERIZON COMMUNICATIONS   2020-06-10 2020-11-12
130.768 WEITZ FDS VALUE FD INV   2020-01-01 2020-06-10
11 WORKDAY INC CLASS A   2020-06-10 2020-10-09
12 WORKDAY INC CLASS A   2020-06-10 2020-12-29
5 MEDTRONIC PLC   2020-06-10 2020-10-09
39 MEDTRONIC PLC   2020-06-10 2020-12-29
36889.296 AIM INVT FDS INVESCO STEELPATH   2019-01-01 2020-06-10
700 AT&T INC.   2019-01-01 2020-06-10
600 ABERDEEN STD SILVER ETF TR PHY   2019-01-01 2020-06-10
288 ALCOA CORPORATION   2019-01-01 2020-06-10
200 AMERICAN WATER WORKS   2019-01-01 2020-06-10
1000 ANNALY CAPITAL MANAGEMENT INC   2017-09-14 2020-06-10
200 APACHE CORP   2015-06-12 2020-06-10
500 ARCOSA INC COM   2019-01-01 2020-06-10
2542.878 ARTISAN INTERNATIONAL FD-INV   2019-01-01 2020-06-10
3661.633 ARTISAN MID CAP VALUE FUND INV   2019-01-01 2020-06-10
1000 ASSURED GUARNTY MUNI HLDGS IN   2014-12-03 2020-06-10
2619.788 BARON GROWTH FUND   2019-01-01 2020-06-10
11496.974 BARON OPPORTUNITY FUND RETAI   2019-01-01 2020-06-10
200 BERKSHIRE HATHAWAY INC-CL B   2019-01-01 2020-06-10
100 BOSTON PROPERTIES INC COM   2016-01-28 2020-06-10
124670.354 COHEN & STEERS PR SEC&INC CL I   2019-01-01 2020-06-10
75 CUMMINS INC   2015-01-09 2020-06-10
100 DEERE & CO   2015-01-09 2020-06-10
200 DOMINION ENERGY INC   2019-01-01 2020-06-10
200 DUKE ENERGY CORP   2015-06-11 2020-06-10
196 ENBRIDGE INC   2015-01-09 2020-06-10
200 ENTERGY CORP   2015-06-11 2020-06-10
625 EXELON CORPORATION   2016-10-17 2020-06-10
500 EXXON MOBIL CORP   2019-01-01 2020-06-10
9004.511 FIDELITY CONTRAFUND   2019-01-01 2020-06-10
3099.016 HARBOR CAPITAL APPRECIATION FD   2019-01-01 2020-06-10
4999.701 OAKMARK FUND CLASS I   2019-01-01 2020-06-10
8906.951 PERKINS MID CAP VAL-T   2019-01-01 2020-06-10
1982.436 JENSEN QUALITY GROWTH FUND J   2019-01-01 2020-06-10
400 KINDER MORGAN INC   2019-01-01 2020-06-10
500 KROGER CO   2019-01-01 2020-06-10
106135.605 LOOMIS SAYLES BOND FUND   2019-01-01 2020-06-10
7770.008 MAINGATE MLP FD CLASS CL A   2015-03-10 2020-06-10
4238.719 MATTHEWS PACIFIC TIGER FUND   2019-01-01 2020-06-10
400 NUTRIEN LTD COM   2016-01-28 2020-06-10
3944.319 HODGES FUND   2019-01-01 2020-06-10
12426.873 HODGES SMALL CAP FUND   2019-01-01 2020-06-10
500 REALTY INCOME CORP   2019-01-01 2020-06-10
400 ROYAL DUTCH SHELL CL A ADR   2017-06-20 2020-06-10
23629.346 SEGALL BRYANT HAMILL TR PLUS B   2019-01-01 2020-06-10
7544.113 SEGALL BRYANT HAMILL TR FUNDMT   2019-01-01 2020-06-10
200 SIMON PROPERTY GROUP INC   2019-01-01 2020-06-10
1000 SOUTHERN CO   2019-01-01 2020-06-10
200 SOUTHERN COPPER CORP   2017-12-12 2020-06-10
6000 SPROTT PHYSICAL GOLD TRUST ETF   2019-01-01 2020-06-10
108181.824 THORNBURG INVT TR STRAT INC FD   2019-01-01 2020-06-10
25603.817 THORNBURG INVESTMENT INCOME BU   2019-01-01 2020-06-10
5082.115 THORNBURG INTERNATIONAL VALUE   2019-01-01 2020-06-10
250 TORTOISE ENERGY INFRA CORP COM   2019-01-01 2020-06-10
400 TOTAL SE SPONSORED ADS   2019-01-01 2020-06-10
1500 TRINITY INDUSTRIES INC   2019-01-01 2020-06-10
1200 UNITED STATES STEEL CORP   2016-10-17 2020-06-10
500 VERIZON COMMUNICATIONS   2019-01-01 2020-11-12
2626.987 WEITZ FDS VALUE FD INV   2019-01-01 2020-06-10
100 WELLTOWER INC COM   2016-01-28 2020-06-10
1000 WEYERHAEUSER CO REITS   2019-01-01 2020-06-10
700 WILLIAMS COS INC   2019-01-01 2020-06-10
500 SABINE ROYALTY TRUST   2019-01-01 2020-06-10
83,563.265 EATON VANCE MULTI ASSET   2019-01-01 2020-02-03
8,701.682 T ROWE PRICE REAL ESTATE FUND INV   2019-01-01 2020-05-07
CUMULATIVE NONDIVIDEND DISTRIBUTIONS   2019-01-01 2020-12-31
CAPITAL GAINS DIVIDENDS P    
(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 6,365   4,456 1,909
b 15,835   13,245 2,590
c 9,853   7,972 1,881
d 29,934   23,917 6,017
e 11,067   8,413 2,654
64,354   42,153 22,201
4,242   4,221 21
6,496   8,990 -2,494
8,061   6,781 1,280
24,885   15,613 9,272
610   563 47
15,584   12,378 3,206
971   816 155
41,256   28,613 12,643
792   713 79
2,776   2,377 399
5,581   4,571 1,010
24,566   17,996 6,570
30,486   28,278 2,208
870   779 91
23,245   17,289 5,956
52,264   62,608 -10,344
2,938   2,401 537
12,074   9,433 2,641
67,910   55,720 12,190
4,138   3,513 625
2,899   3,707 -808
863,334   913,331 -49,997
8,467   6,943 1,524
807   734 73
33,718   27,067 6,651
1,813   1,519 294
40,837   26,127 14,710
1,806   2,101 -295
4,854   3,656 1,198
6,910   5,615 1,295
16,313   14,835 1,478
3,961   3,929 32
2,154   1,982 172
12,346   10,902 1,444
57   53 4
180,042   163,331 16,711
2,877   2,258 619
12,881   9,341 3,540
44,826   46,726 -1,900
15,422   19,953 -4,531
63,448   72,230 -8,782
714   667 47
2,766   2,427 339
38,938   28,907 10,031
77,377   73,639 3,738
1,601   1,516 85
4,064   3,237 827
18,006   13,353 4,653
7,935   9,204 -1,269
51,495   51,167 328
4,838   4,175 663
31,441   24,773 6,668
46,008   47,905 -1,897
72,560   69,601 2,959
6,078   5,426 652
2,483   2,034 449
2,853   2,219 634
542   489 53
4,519   3,815 704
118,046   397,903 -279,857
22,487   25,207 -2,720
10,494   9,166 1,328
3,517   7,058 -3,541
26,354   12,795 13,559
22,649   25,231 -2,582
3,024   11,594 -8,570
21,281   13,984 7,297
78,219   77,838 381
59,318   82,093 -22,775
26,301   25,093 1,208
217,338   182,836 34,502
333,182   209,048 124,134
38,583   30,037 8,546
10,164   12,024 -1,860
1,690,530   1,705,242 -14,712
13,311   10,802 2,509
16,254   8,585 7,669
17,379   13,452 3,927
18,083   14,577 3,506
6,358   6,705 -347
20,621   14,274 6,347
25,153   20,621 4,532
25,497   45,177 -19,680
134,077   109,831 24,246
272,558   199,659 72,899
360,778   334,652 26,126
123,896   158,447 -34,551
101,263   83,034 18,229
6,797   16,348 -9,551
16,230   18,867 -2,637
1,378,702   1,603,397 -224,695
35,354   100,000 -64,646
114,022   113,112 910
15,173   15,503 -330
128,111   144,022 -15,911
182,924   236,672 -53,748
31,229   23,979 7,250
14,580   21,139 -6,559
264,649   250,715 13,934
131,871   125,978 5,893
16,624   37,695 -21,071
59,384   45,239 14,145
7,927   8,550 -623
82,633   60,574 22,059
1,290,609   1,277,097 13,512
503,883   530,095 -26,212
118,617   137,587 -18,970
4,988   38,220 -33,232
16,840   20,914 -4,074
34,061   37,183 -3,122
12,086   20,773 -8,687
30,258   24,855 5,403
122,102   108,998 13,104
5,599   6,197 -598
22,974   26,288 -3,314
14,234   33,389 -19,155
15,142   21,326 -6,184
913,331   948,532 -35,201
163,331   235,684 -72,353
267,782     267,782
20,008     20,008
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       1,909
b       2,590
c       1,881
d       6,017
e       2,654
      22,201
      21
      -2,494
      1,280
      9,272
      47
      3,206
      155
      12,643
      79
      399
      1,010
      6,570
      2,208
      91
      5,956
      -10,344
      537
      2,641
      12,190
      625
      -808
      -49,997
      1,524
      73
      6,651
      294
      14,710
      -295
      1,198
      1,295
      1,478
      32
      172
      1,444
      4
      16,711
      619
      3,540
      -1,900
      -4,531
      -8,782
      47
      339
      10,031
      3,738
      85
      827
      4,653
      -1,269
      328
      663
      6,668
      -1,897
      2,959
      652
      449
      634
      53
      704
      -279,857
      -2,720
      1,328
      -3,541
      13,559
      -2,582
      -8,570
      7,297
      381
      -22,775
      1,208
      34,502
      124,134
      8,546
      -1,860
      -14,712
      2,509
      7,669
      3,927
      3,506
      -347
      6,347
      4,532
      -19,680
      24,246
      72,899
      26,126
      -34,551
      18,229
      -9,551
      -2,637
      -224,695
      -64,646
      910
      -330
      -15,911
      -53,748
      7,250
      -6,559
      13,934
      5,893
      -21,071
      14,145
      -623
      22,059
      13,512
      -26,212
      -18,970
      -33,232
      -4,074
      -3,122
      -8,687
      5,403
      13,104
      -598
      -3,314
      -19,155
      -6,184
      -35,201
      -72,353
      267,782
      20,008
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 -180,683
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,096
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 2,096
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,096
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,267
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,267
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 8,171
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,171 RefundedBullet 11 0
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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletTX
    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 2020 or the taxable year beginning in 2020? See the 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletBECKY WHITENER Telephone no.bullet (325) 677-6251

    Located atbullet1147 ELMWOOD DRABILENETX ZIP+4bullet79605
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    MARY R WHITENER OFFICER
    1.00     		0 0 0
    1147 ELMWOOD DR
    ABILENE,TX79605
    LAUREN WHITENER DIRECTOR
    1.00     		0 0 0
    1147 ELMWOOD DR
    ABILENE,TX79605
    BOBBY MITCHELL DIRECTOR
    1.00     		0 0 0
    1147 ELMWOOD DR
    ABILENE,TX79605
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    10,330,617
    b
    Average of monthly cash balances.......................
    1b
    46,961
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,377,578
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    10,377,578
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    155,664
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,221,914
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    511,096
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    511,096
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,096
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,096
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    509,000
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    509,000
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    509,000
    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
    491,832
    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
     
    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
    491,832
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    491,832
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 509,000
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 489,332
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 491,832
    a Applied to 2019, but not more than line 2a 489,332
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 2,500
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		506,500
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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).)
    MARY R WHITENER
    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.
    MARY R WHITENER
    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 (2020)
    Form 990-PF (2020)
    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
    ABILENE HERITAGE FOUNDATION
    PO BOX 1699
    ABILENE,TX79601     		NONE PC SUPPORT FOR ORGANIZATION 75,000
    ABILENE PHILHARMONIC
    1102 N 3RD ST SUITE C
    ABILENE,TX79601     		NONE PC SUPPORT FOR GENERAL OPERATIONS 500
    ACU - WILLEY BURLINGTON SCHOLARSHIP
    1600 CAMPUS COURT
    ABILENE,TX79699     		NONE PC SCHOLARSHIP 1,000
    BIBLE TRAINING CENTER FOR PASTORS
    2030 TUCKER IND RD STE 126
    TUCKER,GA30084     		NONE PC SUPPORT FOR TRAINING PASTORS FOR FOREIGN MINISTRY 75,000
    BIG COUNTRY CASA
    400 OAK STREET SUITE 217
    ABILENE,TX79602     		NONE PC SUPPORT FOR GENERAL OPERATIONS 77,332
    CAPELLA ROMANA
    620F SW MAIN ST STE 714
    PORTLAND,OR97205     		NONE PC SUPPORT GENERAL OPERATIONS 10,000
    CHRISTIAN HOMES & FAMILY SERVICES
    PO BOX 270
    ABILENE,TX79604     		NONE PC SUPPORT FOR GENERAL OPERATIONS 20,000
    COMMUNITY FOUNDATION OF ABILENE
    850 N 1ST ST
    ABILENE,TX79601     		NONE PC SUPPORT FOR OPERATIONS 20,000
    FIRST BAPTIST CHURCH ABILENE
    1333 NORTH 3RD ST
    ABILENE,TX79601     		NONE PC SUPPORT "GIVING HOPE" 20,000
    FIRST BAPTIST CHURCH SANTA FE
    1605 OLD PECOS TRAIL
    SANTA FE,NM87505     		  PC SUPPORT OF GENERAL OPERATIONS 40,000
    FELLOWSHIP OF COMPANIES FOR CHRIST INTERNATIONAL
    11675 GREAT OAKS WAY SUITE 150
    ALPHARETTA,GA30022     		NONE PC SUPPORT FOR GENERAL OPERATIONS 35,000
    FIELDS OF WHEAT
    PO BOX 729
    MIDDLEFIELD,OH44062     		NONE PC SUPPORT FOR OPERATIONS 20,000
    GRACE MUSEUM
    102 CYPRESS ST
    ABILENE,TX79601     		NONE PC SUPPORT FOR OPERATIONS 1,500
    IMAGINE MINISTRIES
    1308 US HWY 70W
    GARNER,NC27529     		NONE PC DAILY OPERATIONS AND LOS PROSILIS KITCHEN 65,000
    NEW HOPE CHURCH
    3122 S CLACK ST
    ABILENE,TX79606     		NONE PC SUPPORT FOR GENERAL OPERATIONS 1,000
    THE REFUGE OF DMST
    PO BOX 90804
    AUSTIN,TX787090804     		NONE PC SUPPORT FOR OPERATIONS 20,000
    UNIVERSITY OF ARKANSAS FOUNDATION
    535 RESEARCH CENTER BLVD STE 120
    FAYETTEVILLE,AR72701     		NONE PC SUPPORT OF OPERATIONS 7,500
    WITNESS BREAKTHROUGH
    11639 BIG CANOE
    BIG CANOE,GA30143     		NONE PC SUPPORT FOR GENERAL OPERATIONS 3,000
    Total .................................bullet 3a 491,832
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 8,451  
    4 Dividends and interest from securities....     14 208,925  
    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.....     15 704  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -180,683  
    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).. 0 37,397 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    37,397
    (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 (2020)
    Form 990-PF (2020)
    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) (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) (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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,300 0   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Name of Stock End of Year Book Value End of Year Fair Market Value
    200000 NETAPP INC SR 1.875% 06/22/2025 CALL 200,950 208,904
    200000 FLEXTRONICS INTL LTD SR 3.75% 02/01/2026 CALL 216,598 223,712
    200000 BROADCOM CORP/BROADCOM 3.5% 01/15/2028 CALL 215,051 220,442
    200000 CVS HEALTH CORP 4.3% 03/25/2028 CALL 235,157 237,992
    200000 REINSURANCE GRP OF AMERICA INC DTD 05/15/2019 3.9% 05/15/2029 CALLABL 225,047 229,336
    200000 APOLLO MGMT HLDGS LP SR 2.65% 06/05/2030 CALL 198,146 204,428
    1890 ADVANCED MICRO DEVICES INC 124,396 173,332
    141 ALPHABET INC CL A 211,611 247,122
    111 AMAZON.COM INC 294,974 361,519
    1857 APPLE INC COM 164,450 246,405
    219 BLACKROCK INC 123,215 158,017
    1688 BLACKSTONE GROUP INC COM CL A 90,074 109,399
    1683 CENTENE CORP 109,350 101,031
    1936 CHEVRON CORP NEW COM 195,596 163,495
    3509 COCA-COLA CO 171,339 192,434
    1593 CVS HEALTH CORPORATION 108,336 108,802
    494 FACEBOOK INC-A 121,145 134,941
    816 HONEYWELL INTERNATIONAL INC 127,098 173,563
    4539 ISHARES CORE S&P MIDCAP ETF 848,701 1,043,198
    634 ISHARES TRANSPORTATION AVERAGE ETF 108,742 139,822
    1094 JOHNSON & JOHNSON 161,797 172,174
    1856 JPMORGAN CHASE & CO 197,588 235,842
    230 LAM RESEARCH CORP COM 72,165 108,622
    210 LOCKHEED MARTIN CORP 85,187 74,546
    687 LOWES COMPANIES INC 89,713 110,270
    608 MASTERCARD INC CL A 187,775 217,020
    1195 MEDTRONIC PLC 116,889 139,982
    2090 MERCK & CO INC 171,365 170,962
    1229 MICROSOFT CORP 243,605 273,354
    3014 MONDELEZ INTERNATIONAL INC 160,914 176,229
    605 NIKE INC CL B 62,103 85,589
    143 NORTHROP GRUMMAN CORP 49,067 43,575
    1201 PEPSICO INC 161,562 178,108
    298 S&P GLOBAL INC 99,400 97,962
    212 SERVICENOW INC 85,786 116,691
    1581 SPDR S&P BIOTECH ETF 166,796 222,573
    1222 THE WALT DISNEY CO 154,807 221,402
    159 UNITEDHEALTH GROUP INC 48,931 55,758
    797 VANGUARD INFORMATION TECHNOLOGY INDEX ETF 221,845 281,971
    510 WORKDAY INC CLASS A 97,133 122,201

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    US Government Securities - End of Year Book Value:

    60,029
    US Government Securities - End of Year Fair Market Value:

    60,029
    State & Local Government Securities - End of Year Book Value:


    1,924,308
    State & Local Government Securities - End of Year Fair Market Value:


    1,940,576


    TY 2020 InvestmentsOtherSchedule2
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    15244.96 BLACKROCK FDS V CR STRG INM INST AT COST 153,517 161,444
    9584.735 DOUBLELINE TOTAL RET BD-I FUND AT COST 102,365 102,557
    19497.427 VANGUARD INTM TERM INV G-ADM AT COST 205,012 204,138
    14056.904 VANGUARD SHORT-TERM INVMT GRADE FUND ADM AT COST 153,501 155,048
    5078.815 JPMORGAN SMALL CAP EQUITY FUND SEL AT COST 279,233 350,692
    15369.203 VERSUS CAP MLTIMGR RE INC FD SH BEN INT CL I AT COST 400,020 418,811

    TY 2020 OtherAssetsSchedule
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDENDS RECEIVABLE 393 1,828 1,828


    TY 2020 OtherExpensesSchedule
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ROYALTY EXPENSES 44 44   0


    TY 2020 OtherIncomeSchedule2
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 704 704 704


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKERS FEES 66,647 66,647   0


    TY 2020 TaxesSchedule
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 530 530   0
    SEVERANCE TAXES 77 77   0