Form990-PF
Click to see attachment

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
WHITAKER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)12 W DICKSON ST 1383
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FAYETTEVILLE, AR72701
A Employer identification number

47-2311665
B Telephone number (see instructions)

(479) 571-1700
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$15,602,824J 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) 1,358,980
2 Check bullet.............
3 Interest on savings and temporary cash investments 189 189 189
4 Dividends and interest from securities... 229,384 229,384 229,384
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 112,658
b Gross sales price for all assets on line 6a 2,169,274
7 Capital gain net income (from Part IV, line 2)... 112,658
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 1,598 1,598  
12 Total. Add lines 1 through 11........ 1,702,809 343,829 229,573
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,000      
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 25,000     25,000
c Other professional fees (attach schedule).... Click to see attachment 76,323 76,323    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,438 506   11,932
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 list of attachments 1,306 705   601
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 150,067 77,534   37,533
25 Contributions, gifts, grants paid....... 690,000 690,000
26 Total expenses and disbursements. Add lines 24 and 25 840,067 77,534   727,533
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 862,742
b Net investment income (if negative, enter -0-) 266,295
c Adjusted net income (if negative, enter -0-)... 229,573
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............. 313,773 32,964 32,964
2 Savings and temporary cash investments......... 87,521 883,050 883,050
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)....... 6,603,858 6,643,593 10,568,752
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).......... 3,311,598 Click to see attachment3,430,284 3,895,961
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment21,401 Click to see attachment222,097 Click to see attachment222,097
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,338,151 11,211,988 15,602,824
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)   Click to see attachment11,095
23 Total liabilities (add lines 17 through 22).........   11,095
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........... 10,338,151  
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,338,151 11,200,893
30 Total liabilities and net assets/fund balances (see instructions). 10,338,151 11,211,988
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
10,338,151
2
Enter amount from Part I, line 27a .....................
2
862,742
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,200,893
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 29 .
6
11,200,893
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 AES CORP COM P 2020-02-18 2020-11-23
b INVESCO FUNDS INTL P 2020-01-01 2020-02-18
c AMEDISYS INC P 2019-11-12 2020-02-18
d BANK OF AMERICA P 2020-01-01 2020-02-18
e CIGNA CORP COM P 2020-01-01 2020-02-18
CONOCOPHILLIPS COM P 2020-01-01 2020-02-18
CORPORATE OFFICE PROP P 2020-01-01 2020-11-23
DIMENSIONAL FUND ADV INTL P 2020-01-01 2020-06-23
DIMENSIONAL FUND ADV EMRG P 2020-01-01 2020-06-23
DIMENSIONAL FUND ADV INVMT P 2020-01-01 2020-06-23
DOUBLELIND FUNDS P 2020-01-01 2020-11-23
FIRST AMERICAN FINANCIAL CORP P 2020-01-01 2020-01-06
GENERAL MILLS INC P 2020-11-23 2020-12-11
OAKMARK FUNDS INTL P 2020-01-01 2020-06-23
INGREDION INC P 2020-01-01 2020-11-23
INSIGHT ENTERPRISE INC P 2019-11-12 2020-02-18
INTEL CORP P 2019-12-17 2020-11-23
ISHARES TRUST CORE P 2020-02-18 2020-11-23
ISHARES TRUST 20 YR P 2020-01-01 2020-06-23
ISHARES TRUST MSCI P 2020-01-01 2020-02-18
ISHARES TRUST EAFE P 2020-01-01 2020-06-23
IVY FUNDS HIGH INCOME P 2020-01-01 2020-06-23
KILROY REALTY CORP P 2020-01-06 2020-11-23
KROGER CO P 2019-11-19 2020-02-18
LPL FINL HLDGS P 2020-01-01 2020-02-18
MDU RESOURCES GROUP P 2019-11-12 2020-01-06
MASCO CORP P 2020-01-06 2020-12-31
MORGAN STANLEY P 2020-02-18 2020-11-23
OREILLY AUTOMOTIVE P 2020-01-01 2020-12-31
PHILLIPS 66 COM P 2019-11-12 2020-01-06
POPULAR INC P 2020-01-01 2020-02-18
RAYTHEON TECH P 2020-02-18 2020-12-31
SPDR XOP P 2020-02-18 2020-12-31
SELECT SECTOR SPDR TRUST P 2020-02-18 2020-11-23
SKYWORKS SOLUTIONS INC COM P 2019-11-19 2020-02-18
STIFEL FINANCIAL CORP P 2020-02-18 2020-12-31
SUN COMMUNITIES INC COM P 2019-02-26 2020-01-06
SYSCO CORP P 2020-01-01 2020-12-31
TR FOR PROFESSIONAL MGRS P 2020-01-01 2020-11-23
VANGUARD FTSE EMR MKT P 2020-01-06 2020-02-18
VANGUARD COMM SRVC ETF P 2020-01-01 2020-02-18
VANGUARD INT-TERM P 2020-02-18 2020-11-23
VOYA FINANCIAL INC P 2019-11-12 2020-02-18
WESTERN ALLIANCE P 2020-01-06 2020-02-18
WALMART STORES P 2020-11-20 2020-11-23
INVESCO FUNDS INTL P 2019-01-01 2020-02-18
ALPHABET INC P 2019-11-12 2020-11-23
AMEDISYS INC P 2019-11-12 2020-11-23
BANK OF AMERICA P 2019-02-26 2020-11-23
CIGNA CORP COM P 2018-08-31 2020-02-18
DIMENSIONAL FUND ADV EMRG P 2019-02-26 2020-06-23
DIMENSIONAL FUND ADV SHORT TERM P 2019-11-12 2020-11-23
DOUBLELIND FUNDS P 2019-01-01 2020-11-23
GENERAC HLDGS INC COM P 2018-08-31 2020-12-31
OAKMARK FUNDS INTL P 2019-02-26 2020-06-23
HUMANA INC P 2019-01-01 2020-12-31
INTEL CORP P 2019-11-12 2020-11-23
INVSECO DB MULTI SECTOR P 2019-01-01 2020-02-18
ISHARES TRUST 20 YR P 2019-01-01 2020-06-23
OREILLY AUTOMOTIVE P 2018-08-31 2020-02-18
SPDR GOLD TRUST GOLD SHS ETF P 2019-01-01 2020-11-23
SELECT SECTOR SPDR TRUST P 2019-11-12 2020-11-23
TJX COS INC COM P 2018-10-19 2020-02-18
TR FOR PROFESSIONAL MGRS P 2019-01-01 2020-11-23
VANGUARD INT-TERM P 2019-01-01 2020-06-23
VOYA FINANCIAL INC P 2019-11-12 2020-11-23
SPDR XOP P 2019-01-01 2020-12-31
(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 13,036   13,348 -312
b 22,720   24,776 -2,056
c 8,287   6,253 2,034
d 29,004   27,228 1,776
e 50,144   42,619 7,525
24,792   28,167 -3,375
32,829   35,790 -2,961
53,389   59,582 -6,193
6,497   7,182 -685
87,990   82,838 5,152
7,774   7,808 -34
57,642   61,516 -3,874
38,271   39,853 -1,582
46,502   58,610 -12,108
45,564   56,511 -10,947
56,996   61,053 -4,057
3,590   4,473 -883
39,017   37,780 1,237
53,545   47,268 6,277
58,075   58,589 -514
26,030   28,865 -2,835
61,884   67,265 -5,381
14,275   18,762 -4,487
67,721   60,986 6,735
16,227   15,590 637
16,733   16,460 273
31,169   28,235 2,934
7,714   7,102 612
28,156   28,276 -120
25,998   28,502 -2,504
34,311   34,937 -626
10,871   14,398 -3,527
32,871   29,105 3,766
30,113   25,515 4,598
37,942   31,488 6,454
2,806   2,707 99
18,451   13,834 4,617
60,260   61,278 -1,018
3,353   3,345 8
12,200   12,492 -292
13,024   11,967 1,057
39,144   37,732 1,412
18,504   17,230 1,274
38,558   38,055 503
2,874     2,874
60,469   66,818 -6,349
20,756   15,603 5,153
26,863   17,081 9,782
23,093   24,757 -1,664
31,728   26,052 5,676
26,703   29,485 -2,782
15,004   14,949 55
12,188   12,148 40
91,917   29,557 62,360
4,537   5,736 -1,199
78,495   65,617 12,878
48,278   61,079 -12,801
63,208   53,935 9,273
76,605   57,657 18,948
26,898   22,676 4,222
35,371   27,304 8,067
18,238   17,655 583
38,038   32,827 5,211
16,647   16,500 147
31,028   27,954 3,074
35,652   35,151 501
705   705  
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       -312
b       -2,056
c       2,034
d       1,776
e       7,525
      -3,375
      -2,961
      -6,193
      -685
      5,152
      -34
      -3,874
      -1,582
      -12,108
      -10,947
      -4,057
      -883
      1,237
      6,277
      -514
      -2,835
      -5,381
      -4,487
      6,735
      637
      273
      2,934
      612
      -120
      -2,504
      -626
      -3,527
      3,766
      4,598
      6,454
      99
      4,617
      -1,018
      8
      -292
      1,057
      1,412
      1,274
      503
      2,874
      -6,349
      5,153
      9,782
      -1,664
      5,676
      -2,782
      55
      40
      62,360
      -1,199
      12,878
      -12,801
      9,273
      18,948
      4,222
      8,067
      583
      5,211
      147
      3,074
      501
       
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 2 112,658
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 -8,517
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 3,702
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  
3 Add lines 1 and 2........................... 3 3,702
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 3,702
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,160
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 6,160
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 2,458
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,458 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 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$   (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)
    bulletAR
    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 addressbulletWHITAKERFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletLARRY WHITAKER Telephone no.bullet (479) 571-1700

    Located atbullet12 W DICKSON ST 1383FAYETTEVILLEAR ZIP+4bullet72701
    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
     
    No
    ........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
    BUCK ORTEGA SECRETARY TREAS
    2.00     		0    
    12 W DICKSON ST 1383
    FAYETTEVILLE,AR72701
    CHRISTIAN GUNN SCHINKER President
    10.00     		35,000    
    3900 N FRONT ST SUITE 103
    FAYETTEVILLE,AR72703
    LARRY WHITAKER Chairman
    0.00     		0    
    12 W DICKSON ST 1383
    FAYETTEVILLE,AR72701
    AMY WHITAKER MERRYMAN Vice President
    0.00     		0    
    12 W DICKSON ST 1383
    FAYETTEVILLE,AR72701
    EMILY ORTEGA Vice President
    0.00     		0    
    12 W DICKSON ST 1383
    FAYETTEVILLE,AR72703
    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  
    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.............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 (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
    12,611,710
    b
    Average of monthly cash balances.......................
    1b
    465,853
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,077,563
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    13,077,563
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    196,163
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,881,400
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    644,070
    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
    644,070
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,702
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,702
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    640,368
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    640,368
    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
    640,368
    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
    727,533
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    727,533
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    727,533
    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 7 640,368
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 152,020
    b From 2016...... 85,622
    c From 2017...... 16,931
    d From 2018...... 124,872
    e From 2019...... 278,229
    fTotal of lines 3a through e........ 657,674
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 727,533
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 640,368
    e Remaining amount distributed out of corpus 87,165
    5 Excess distributions carryover applied to 2020.    
    (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 5 744,839
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		152,020
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		592,819
    10 Analysis of line 9:
    a Excess from 2016.... 85,622
    b Excess from 2017.... 16,931
    c Excess from 2018.... 124,872
    d Excess from 2019.... 278,229
    e Excess from 2020.... 87,165
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    AMY WHITAKER MERRYMAN
    12 W DICKSON ST 1383
    FAYETTEVILLE,AR72701
    (479) 571-1700
    bThe form in which applications should be submitted and information and materials they should include:
    GRANTS TO ORGANIZATION BY WRITTEN REQUEST ONLY. SEE FOUNDATION WEBSITE AT WHITAKERFAMILYFOUNDATION.ORG FOR DETAILS.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    MAYO CLINIC
    200 FIRST STREET SW
    ROCHESTER,MN55905     		N/A PC ASSISTANCE IN PEDIATRIC RESEARCH 50,000
    HORSES FOR HEALING
    14673 DANIELS RD
    BENTONVILLE,AR72712     		  PC ASSISTANCE WITH FUNDING OF THERAPEUTIC RIDING FOR SPECIAL NEEDS CHILDREN 15,000
    CHILDREN'S ADVOCACY CENTER OF BENTO
    2113 LITTLE FLOCK DR
    LITTLE FLOCK,AR72756     		N/A PC PROVIDE SERVICES FOR CHILDREN AND THEIR FAMILIES WHOSE LIVES HAVE BEEN IMPACTED BY ABUSE. 50,000
    ARKANSAS CHILDREN'S HOSPITAL NORTHW
    4093 WEST SUNSET AVENUE SUITE 102
    SPRINGDALE,AR72762     		N/A PC HELP PROVIDE EXPERT PEDIATRIC CARE. 200,000
    NWA CHILDRENS SHELTER
    14100 VAUGHN RD
    BENTONVILLE,AR72712     		N/A PC EMERGENCY CARE/CASE MANAGEMENT PROGRAM 75,000
    ARKANSAS ATHLETES OUTREACH
    1515 BURR OAK DR
    FAYETTEVILLE,AR72704     		N/A PC CONSTRUCTION AND OPERATION OF THE AAO COMMUNITY SPORTS CENTER IN ROGERS, ARKANSAS 300,000
    Total .................................bullet 3a 690,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		    14 189  
    4 Dividends and interest from securities....     14 229,384  
    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 ............     		        112,658
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCAPITAL GAIN DISTRIBUTION     		    14 1,557  
    bCASH IN LIEU     14 41  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   231,171 112,658
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    343,829
    (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: 20011551
    Software Version: 2020v4.0


    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    WHITAKER FAMILY FOUNDATION
     
    Employer identification number

    47-2311665
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    WHITAKER FAMILY FOUNDATION
          		Employer identification number
    47-2311665
    Part I
    Contributors
    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
    L PAULINE WHITAKER CLAT I
    12 W DICKSON ST 1383
     
    FAYETTEVILLE, AR72701

    		$ 78,380


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    L PAULINE WHITAKER CLAT II
    12 W DICKSON ST 1383
     
    FAYETTEVILLE, AR72701

    		$ 500,200


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    L PAULINE WHITAKER CLAT III
    12 W DICKSON ST 1383
     
    FAYETTEVILLE, AR72701

    		$ 524,400


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    L PAULINE WHITAKER CLAT IV
    12 W DICKSON ST 1383
     
    FAYETTEVILLE, AR72701

    		$ 256,000


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    WHITAKER FAMILY FOUNDATION
          		Employer identification number

    47-2311665
    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
    3
    		 640 SHARES OF IXN AND 2,300 SHARES OF WMT $ 523,662 2020-12-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 333 SHARES OF WMT $ 48,057 2020-12-28
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    WHITAKER FAMILY FOUNDATION
          		Employer identification number

    47-2311665
    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) (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0

    TY 2020 AccountingFeesSchedule
    Name:
    WHITAKER FAMILY FOUNDATION
    EIN:
    47-2311665
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      25,000 0 0 25,000

    TY 2020 InvestmentsOtherSchedule2
    Name:
    WHITAKER FAMILY FOUNDATION
    EIN:
    47-2311665
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESCO DB MLTI SECTR ETF AT COST    
    ISHARES 20 YR TR BD ETF AT COST 148,010 160,727
    ISHARES TRUST RUSSELL 2000 ETF AT COST 180,426 203,706
    SPDR GOLD TR GOLD SHS ETF AT COST 95,207 141,261
    VANGUARD INTER TERM TREAS ETF AT COST 175,911 189,794
    DIPSX AT COST    
    DFIEX AT COST 88,547 94,326
    DFCEX AT COST 34,640 40,096
    DFAPX AT COST 610,145 685,566
    DFEQX AT COST 482,998 495,618
    DBLTX AT COST 445,573 456,323
    IVHIX AT COST 75,026 72,188
    ICKIX AT COST    
    MINDX AT COST    
    OANIX AT COST 80,736 84,161
    OSMYX AT COST    
    PTIAX AT COST 404,679 420,028
    ISHARES TRUST MSCI AEFE ETF AT COST 255,825 265,720
    SELECT SECTOR SPDR TRUST AT COST    
    VANGUARD COMM SRVC ETF AT COST 46,963 68,394
    ISHARES TRUST EAFE SML CAP ETF AT COST 88,841 96,510
    SELECT SECTOR SPDR TRUST TECH ETF AT COST 116,090 148,483
    VANGUARD FTSE EMR MKT ETF AT COST 76,443 81,028
    ISHARES TRUST GLOBAL TECH ETF AT COST 24,224 192,032

    TY 2020 OtherAssetsSchedule
    Name:
    WHITAKER FAMILY FOUNDATION
    EIN:
    47-2311665
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEFERRED LOSS 21,401 222,097 222,097


    TY 2020 OtherExpensesSchedule
    Name:
    WHITAKER FAMILY FOUNDATION
    EIN:
    47-2311665
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSE 705 705    
    PAYROLL PROCESSING EXPENSE 21     21
    SUPPLIES 31     31
    WEBSITE AND COMPUTER 549     549


    TY 2020 OtherIncomeSchedule2
    Name:
    WHITAKER FAMILY FOUNDATION
    EIN:
    47-2311665
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAPITAL GAIN DISTRIBUTION 1,557 1,557  
    CASH IN LIEU 41 41  


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WHITAKER FAMILY FOUNDATION
    EIN:
    47-2311665
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Due to Whitakerproperties   11,095


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WHITAKER FAMILY FOUNDATION
    EIN:
    47-2311665
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 76,323 76,323 0 0


    TY 2020 TaxesSchedule
    Name:
    WHITAKER FAMILY FOUNDATION
    EIN:
    47-2311665
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 TAX DUE 3,095     3,095
    2020 ESTIMATED INVESTMENT INCOME TAX 6,160     6,160
    FOREIGN TAX 506 506    
    PAYROLL TAXES 2,677     2,677