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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$11,325,679
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 48,220 48,220  
4 Dividends and interest from securities... 212,759 212,759  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,202,647
b Gross sales price for all assets on line 6a 12,281,660
7 Capital gain net income (from Part IV, line 2)... 1,202,647
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,463,626 1,463,626  
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).......        
c Other professional fees (attach schedule).... 50,978 50,978   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 14,564 8,564   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 27 27   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,569 59,569   0
25 Contributions, gifts, grants paid....... 540,000 540,000
26 Total expenses and disbursements. Add lines 24 and 25 605,569 59,569   540,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 858,057
b Net investment income (if negative, enter -0-) 1,404,057
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 12,213 9,123 9,123
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) 1,984,337 Click to see attachment1,714,150 1,715,775
b Investments—corporate stock (attach schedule)....... 6,724,404 Click to see attachment7,804,160 8,265,794
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment564,645 564,533
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,293,648 Click to see attachment782,400 770,445
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,828 Click to see attachment9 Click to see attachment9
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,016,430 10,874,487 11,325,679
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 10,016,430 10,874,487
29 Total net assets or fund balances (see instructions)..... 10,016,430 10,874,487
30 Total liabilities and net assets/fund balances (see instructions). 10,016,430 10,874,487
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
10,016,430
2
Enter amount from Part I, line 27a .....................
2
858,057
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,874,487
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
10,874,487
Form 990-PF (2021)
Form 990-PF (2021)
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 200000 ABBVIE INC SR GLBL NT 4.25% 11 4 1/4% 11/14/28   2021-01-07 2021-03-04
b 200000 ABILENE TEX TAXABLE GO 1.387% 1.387% 02/15/27   2020-07-10 2021-02-04
c 200000 ABILENE TEX INDPT SCH 5.00% 02 5% 02/15/24   2020-06-24 2021-03-05
d 225000 ABILENE TEX INDPT SCH 5.00% 02 5% 02/15/27   2020-06-24 2021-03-05
e 134 ADVANCED MICRO DEVICES INC   2020-06-10 2021-01-05
1756 ADVANCED MICRO DEVICES INC   2021-01-01 2021-03-04
11 ALPHABET INC CL A   2020-06-10 2021-01-05
130 ALPHABET INC CL A   2021-01-01 2021-03-04
9 AMAZON.COM INC   2020-06-10 2021-01-05
102 AMAZON.COM INC   2020-06-10 2021-03-04
200000 APOLLO MGMT HLDGS LP SR 2.65% 2.65% 06/05/30   2020-06-15 2021-03-04
209 APPLE INC COM   2020-06-10 2021-01-05
1648 APPLE INC COM   2020-06-10 2021-03-04
200000 AUSTIN TEX CMNTY 0.833% 02/01/ 0.833% 02/01/24   2020-09-11 2021-03-05
200000 AUSTIN TEX CMNTY COLLEGE 1.325 1.325% 08/01/27   2020-08-04 2021-03-05
200000 BEXAR CNTY TEX TAXABLE 5.00% 0 5% 06/15/29   2020-08-06 2021-03-05
25 BLACKROCK INC   2020-06-10 2021-01-05
194 BLACKROCK INC   2020-06-10 2021-03-04
5197.635 BLACKROCK FDS V CR STRG INM IN   2020-06-10 2021-02-25
10367.517 BLACKROCK FDS V CR STRG INM IN   2021-01-01 2021-03-04
107 BLACKSTONE INC COM   2020-10-06 2021-01-05
1581 BLACKSTONE INC COM   2021-01-01 2021-03-04
200000 BROADCOM CORP/BROADCOM 3.5% 01 3 1/2% 01/15/28   2020-07-09 2021-03-05
4 CVS HEALTH CORP COM   2020-06-10 2021-01-05
1589 CVS HEALTH CORP COM   2020-06-10 2021-03-04
200000 CVS HEALTH CORP 4.3% 03/25/202 4.3% 03/25/28   2020-07-09 2021-03-05
1683 CENTENE CORP DEL COM   2020-06-10 2021-03-04
1436 CHEVRON CORP NEW COM   2020-06-10 2021-03-04
207 COCA-COLA CO   2020-06-10 2021-01-05
3302 COCA-COLA CO   2020-06-10 2021-03-04
125000 CORPUS CHRISTI TEX 1.687% 03/0 1.687% 03/01/28   2020-06-25 2021-03-05
200000 CORSICANA TEX INDPT SCH 1.452% 1.452% 02/15/27   2020-06-23 2021-03-05
160 THE WALT DISNEY CO   2020-06-10 2021-01-05
1062 THE WALT DISNEY CO   2021-01-01 2021-03-04
10254.856 DOUBLELINE TOTAL RET BD-I FUND   2021-01-01 2021-03-04
150000 ENERGY TRANSFER 5.15% 02/01/20 5.15% 02/01/43   2021-01-07 2021-03-04
31 META PLATFORMS INC CL A   2020-06-10 2021-01-05
463 META PLATFORMS INC CL A   2021-01-01 2021-03-04
200000 FLEXTRONICS INTL LTD SR 3.75% 3 3/4% 02/01/26   2020-08-19 2021-03-04
92 HONEYWELL INTERNATIONAL INC   2020-06-10 2021-01-05
724 HONEYWELL INTERNATIONAL INC   2020-06-10 2021-03-04
55 ISHARES TR US TRANSPORTATION E   2020-06-10 2021-01-05
579 ISHARES TR US TRANSPORTATION E   2020-06-10 2021-03-04
399 ISHARES CORE S&P MIDCAP ETF   2020-06-10 2021-01-05
4140 ISHARES CORE S&P MIDCAP ETF   2020-06-10 2021-03-04
168 JPMORGAN CHASE & CO   2020-06-10 2021-01-05
1688 JPMORGAN CHASE & CO   2020-06-10 2021-03-04
61 JOHNSON & JOHNSON   2020-06-10 2021-01-05
1033 JOHNSON & JOHNSON   2020-06-10 2021-03-04
525.869 JPMORGAN SMALL CAP EQUITY FUND   2020-06-10 2021-01-06
4552.946 JPMORGAN SMALL CAP EQUITY FUND   2021-01-01 2021-03-04
44 LAM RESEARCH CORP COM   2020-06-10 2021-01-05
186 LAM RESEARCH CORP COM   2021-01-01 2021-03-04
210 LOCKHEED MARTIN CORP   2020-06-10 2021-03-04
63 LOWES COMPANIES INC   2020-06-10 2021-01-05
624 LOWES COMPANIES INC   2020-06-10 2021-03-04
72 MASTERCARD INC CL A   2020-06-10 2021-01-05
536 MASTERCARD INC CL A   2021-01-01 2021-03-04
2090 MERCK & CO INC   2020-06-10 2021-03-04
84 MICROSOFT CORP   2020-06-10 2021-01-05
1145 MICROSOFT CORP   2020-06-10 2021-03-04
216 MONDELEZ INTERNATIONAL INC   2020-06-10 2021-01-05
2798 MONDELEZ INTERNATIONAL INC   2020-06-10 2021-03-04
200000 NETAPP INC SR 1.875% 06/22/202 1 7/8% 06/22/25   2020-06-18 2021-03-04
68 NIKE INC CL B   2020-06-10 2021-01-05
537 NIKE INC CL B   2020-06-10 2021-03-04
143 NORTHROP GRUMMAN CORP   2020-06-10 2021-03-04
79 PEPSICO INC COM   2020-06-10 2021-01-05
1122 PEPSICO INC COM   2020-06-10 2021-03-04
200000 REINSURANCE GRP OF AMERICA 3.9 3.9% 05/15/29   2020-07-28 2021-03-04
100000 ROPER TECHNOLOGIES INC 2.95% 0 2.95% 09/15/29   2021-01-08 2021-03-05
200000 ROYSE CITY TEX INDPT 5.00% 02/ 5% 02/15/25   2020-09-11 2021-03-05
1 S&P GLOBAL INC   2020-06-10 2021-01-05
297 S&P GLOBAL INC   2020-06-10 2021-03-04
160 SPDR S&P BIOTECH ETF   2020-06-10 2021-01-05
1421 SPDR S&P BIOTECH ETF   2020-06-10 2021-03-04
427 SALESFORCE COM INC COM   2021-02-11 2021-03-04
21 SERVICENOW INC   2020-06-10 2021-01-05
191 SERVICENOW INC   2020-06-10 2021-03-04
473 SPLUNK INC   2021-02-11 2021-03-04
16 UNITEDHEALTH GROUP INC   2020-06-10 2021-01-05
143 UNITEDHEALTH GROUP INC   2020-06-10 2021-03-04
9738.076 VANGUARD TOT BD MKT IDX ADM   2021-01-01 2021-03-04
20997.898 VANGUARD INTM TERM INV G-ADM   2021-01-01 2021-03-04
4972.11 VANGUARD SHORT-TERM INVMT GRAD   2020-06-10 2021-02-26
9972.934 VANGUARD SHORT-TERM INVMT GRAD   2021-01-01 2021-03-04
78 VANGUARD INFORMATION TECHNOLOG   2020-06-10 2021-01-05
482 VANGUARD INFORMATION TECHNOLOG   2020-06-10 2021-02-11
237 VANGUARD INFORMATION TECHNOLOG   2020-06-10 2021-03-04
21 WORKDAY INC CLASS A   2020-06-10 2021-01-05
489 WORKDAY INC CLASS A   2021-01-01 2021-03-04
116 MEDTRONIC PLC   2020-06-10 2021-01-05
1079 MEDTRONIC PLC   2020-06-10 2021-03-04
200000 FNMA POOL #MA4288 2.5% 02/01/2 2 1/2% 02/01/41   2021-02-04 2021-03-08
199408.23 FNMA POOL #MA4288 2.5% 02/01/2 2 1/2% 02/01/41   2021-02-04 2021-03-25
500 CHEVRON CORP NEW COM   2021-01-01 2021-03-04
15369.203 VERSUS CAP MLTIMGR RE INC FD S   2021-01-01 2021-04-23
489.05 SH. FEDERAL HOME LOAN MORTGAG   2021-08-05 2021-12-15
1343.19 SH. FEDERAL HOME LOAN MORTGA   2021-08-05 2021-09-15
275.14 SH. FEDERAL HOME LOAN MORTGAG   2021-08-05 2021-11-15
490.04 SH. FEDERAL HOME LOAN MORTGAG   2021-08-05 2021-10-15
1595.15 SH. FHLMC SIGNEL FAMILY 15 Y   2021-04-12 2021-11-15
2259.64 SH. FHLMC SIGNEL FAMILY 15 Y   2021-04-12 2021-12-15
1990.08 SH. FHLMC SIGNEL FAMILY 15 Y   2021-04-12 2021-09-15
2224.06 SH. FHLMC SIGNEL FAMILY 15 Y   2021-04-12 2021-07-15
1737.9 SH. FHLMC SIGNEL FAMILY 15 YR   2021-04-12 2021-05-17
1556.82 SH. FHLMC SIGNEL FAMILY 15 Y   2021-04-12 2021-10-15
1998.63 SH. FHLMC SIGNEL FAMILY 15 Y   2021-04-12 2021-06-15
1717.68 SH. FHLMC SIGNEL FAMILY 15 Y   2021-04-12 2021-08-16
949.26 SH. FEDERAL HOME LOAN MORTGAG   2021-05-20 2021-10-15
1528.37 SH. FEDERAL HOME LOAN MORTGA   2021-05-20 2021-11-15
1141.78 SH. FEDERAL HOME LOAN MORTGA   2021-05-20 2021-12-15
806.93 SH. FEDERAL HOME LOAN MORTGAG   2021-05-20 2021-06-15
1167.18 SH. FEDERAL HOME LOAN MORTGA   2021-05-20 2021-07-15
1308.53 SH. FEDERAL HOME LOAN MORTGA   2021-05-20 2021-08-16
1475.67 SH. FEDERAL HOME LOAN MORTGA   2021-05-20 2021-09-15
836.32 SH. FHLMC 1.5% 12/01/2035   2021-04-19 2021-12-27
931.33 SH. FHLMC 1.5% 12/01/2035   2021-04-19 2021-06-25
1562.35 SH. FHLMC 1.5% 12/01/2035   2021-04-19 2021-10-25
1060.13 SH. FHLMC 1.5% 12/01/2035   2021-04-19 2021-07-26
1584.3 SH. FHLMC 1.5% 12/01/2035   2021-04-19 2021-09-27
1000.95 SH. FHLMC 1.5% 12/01/2035   2021-04-19 2021-08-25
1203.62 SH. FHLMC 1.5% 12/01/2035   2021-04-19 2021-11-26
795.45 SH. FHLMC 1.5% 12/01/2035   2021-04-19 2021-05-25
1552.34 SH. FEDERAL NATIONAL MORTGAG   2021-05-27 2021-09-27
3568.84 SH. FEDERAL NATIONAL MORTGAG   2021-05-27 2021-08-25
1905.76 SH. FEDERAL NATIONAL MORTGAG   2021-05-27 2021-06-25
1387.34 SH. FEDERAL NATIONAL MORTGAG   2021-05-27 2021-12-27
1584.42 SH. FEDERAL NATIONAL MORTGAG   2021-05-27 2021-07-26
2699.02 SH. FEDERAL NATIONAL MORTGAG   2021-05-27 2021-10-25
1082.59 SH. FEDERAL NATIONAL MORTGAG   2021-05-27 2021-11-26
683.54 SH. FNMA FN AB3467 4.500 02/0   2021-04-15 2021-10-25
784.63 SH. FNMA FN AB3467 4.500 02/0   2021-04-15 2021-07-26
1589.38 SH. FNMA FN AB3467 4.500 02/   2021-04-15 2021-06-25
948.78 SH. FNMA FN AB3467 4.500 02/0   2021-04-15 2021-12-27
885.6 SH. FNMA FN AB3467 4.500 02/01   2021-04-15 2021-08-25
711.84 SH. FNMA FN AB3467 4.500 02/0   2021-04-15 2021-09-27
1393.76 SH. FNMA FN AB3467 4.500 02/   2021-04-15 2021-11-26
50000 SH. JPMORGAN CHASE & CO 2.950   2021-04-07 2021-04-29
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 230,300   237,016 -6,716
b 205,972   200,000 5,972
c 224,900   224,322 578
d 269,888   271,616 -1,728
e 12,408   7,758 4,650
136,759   116,638 20,121
19,120   16,188 2,932
264,926   195,424 69,502
28,943   23,917 5,026
304,266   271,057 33,209
200,100   198,146 1,954
27,392   18,508 8,884
197,740   145,942 51,798
199,900   200,000 -100
194,900   200,000 -5,100
247,900   256,590 -8,690
17,891   14,066 3,825
132,229   109,149 23,080
55,199   52,340 2,859
109,792   104,567 5,225
6,706   5,849 857
105,680   83,972 21,708
212,800   213,851 -1,051
282   272 10
109,473   108,064 1,409
227,300   233,163 -5,863
99,496   109,350 -9,854
149,975   141,595 8,380
10,791   10,107 684
164,569   161,231 3,338
124,313   125,000 -687
198,900   200,000 -1,100
28,561   19,648 8,913
199,003   135,159 63,844
108,189   109,529 -1,340
154,350   156,618 -2,268
8,404   7,369 1,035
119,426   113,776 5,650
217,500   215,013 2,487
19,208   14,330 4,878
146,945   112,769 34,176
11,997   9,433 2,564
134,947   99,308 35,639
91,657   74,605 17,052
1,014,281   774,096 240,185
21,154   17,885 3,269
253,991   179,703 74,288
9,665   9,022 643
157,661   152,775 4,886
37,473   28,912 8,561
326,128   250,321 75,807
21,731   13,368 8,363
97,738   58,798 38,940
71,032   85,187 -14,155
10,143   8,227 1,916
96,024   81,486 14,538
25,044   22,725 2,319
187,397   165,050 22,347
150,528   171,365 -20,837
18,299   16,650 1,649
259,290   226,955 32,335
12,524   11,532 992
151,144   149,382 1,762
204,900   200,906 3,994
9,610   6,980 2,630
70,793   55,122 15,671
42,529   49,067 -6,538
11,426   10,627 799
144,863   150,935 -6,072
221,900   224,214 -2,314
104,700   109,057 -4,357
231,900   233,052 -1,152
328   334 -6
97,357   99,066 -1,709
22,474   16,880 5,594
192,826   149,916 42,910
87,505   102,801 -15,296
11,143   8,498 2,645
93,341   77,288 16,053
66,265   80,272 -14,007
5,527   4,924 603
47,689   44,007 3,682
109,456   109,793 -337
213,339   220,632 -7,293
54,594   54,295 299
109,303   108,993 310
27,346   21,711 5,635
181,895   134,165 47,730
81,246   65,969 15,277
4,728   3,882 846
113,046   93,251 19,795
13,598   11,347 2,251
124,054   105,543 18,511
207,285   210,969 -3,684
592   592 0
52,220   54,001 -1,781
426,649   399,558 27,091
489   541 -52
1,343   1,487 -144
275   305 -30
490   542 -52
1,595   1,714 -119
2,260   2,428 -168
1,990   2,138 -148
2,224   2,389 -165
1,738   1,867 -129
1,557   1,673 -116
1,999   2,147 -148
1,718   1,845 -127
949   1,041 -92
1,528   1,676 -148
1,142   1,252 -110
807   885 -78
1,167   1,280 -113
1,309   1,435 -126
1,476   1,618 -142
836   847 -11
931   943 -12
1,562   1,581 -19
1,060   1,073 -13
1,584   1,604 -20
1,001   1,013 -12
1,204   1,218 -14
795   805 -10
1,552   1,673 -121
3,569   3,845 -276
1,906   2,053 -147
1,387   1,495 -108
1,584   1,707 -123
2,699   2,908 -209
1,083   1,166 -83
684   760 -76
785   873 -88
1,589   1,768 -179
949   1,056 -107
886   985 -99
712   792 -80
1,394   1,551 -157
53,851   53,693 158
133,330     133,330
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       -6,716
b       5,972
c       578
d       -1,728
e       4,650
      20,121
      2,932
      69,502
      5,026
      33,209
      1,954
      8,884
      51,798
      -100
      -5,100
      -8,690
      3,825
      23,080
      2,859
      5,225
      857
      21,708
      -1,051
      10
      1,409
      -5,863
      -9,854
      8,380
      684
      3,338
      -687
      -1,100
      8,913
      63,844
      -1,340
      -2,268
      1,035
      5,650
      2,487
      4,878
      34,176
      2,564
      35,639
      17,052
      240,185
      3,269
      74,288
      643
      4,886
      8,561
      75,807
      8,363
      38,940
      -14,155
      1,916
      14,538
      2,319
      22,347
      -20,837
      1,649
      32,335
      992
      1,762
      3,994
      2,630
      15,671
      -6,538
      799
      -6,072
      -2,314
      -4,357
      -1,152
      -6
      -1,709
      5,594
      42,910
      -15,296
      2,645
      16,053
      -14,007
      603
      3,682
      -337
      -7,293
      299
      310
      5,635
      47,730
      15,277
      846
      19,795
      2,251
      18,511
      -3,684
      0
      -1,781
      27,091
      -52
      -144
      -30
      -52
      -119
      -168
      -148
      -165
      -129
      -116
      -148
      -127
      -92
      -148
      -110
      -78
      -113
      -126
      -142
      -11
      -12
      -19
      -13
      -20
      -12
      -14
      -10
      -121
      -276
      -147
      -108
      -123
      -209
      -83
      -76
      -88
      -179
      -107
      -99
      -80
      -157
      158
      133,330
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 1,202,647
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 19,516
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 19,516
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 8,171
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 32,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,171
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 20,655
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet20,655 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    11,419,896
    b
    Average of monthly cash balances.......................
    1b
    10,168
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,430,064
    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
    11,430,064
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    171,451
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    11,258,613
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    562,931
    Part X
    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 IX, line 6..................
    1
    562,931
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    19,516
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,516
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    543,415
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    543,415
    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 XII, line 1 ...
    7
    543,415
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 543,415
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 506,500
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 540,000
    a Applied to 2020, but not more than line 2a 506,500
    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 2021 distributable amount..... 33,500
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    509,915
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    BIBLE TRAINING CENTER FOR PASTORS
    2030 TUCKER IND RD STE 126
    TUCKER,GA30084
    NONE PC SUPPORT FOR TRAINING PASTORS FOR FOREIGN MINISTRY 206,000
    BIG COUNTRY CASA
    400 OAK STREET SUITE 217
    ABILENE,TX79602
    NONE PC SUPPORT FOR GENERAL OPERATIONS 25,000
    FELLOWSHIP OF COMPANIES FOR CHRIST INTERNATIONAL
    11675 GREAT OAKS WAY SUITE 150
    ALPHARETTA,GA30022
    NONE PC SUPPORT FOR GENERAL OPERATIONS 40,000
    FIELDS OF WHEAT
    PO BOX 729
    MIDDLEFIELD,OH44062
    NONE PC SUPPORT FOR OPERATIONS 30,000
    FIRST BAPTIST CHURCH OF ABILENE
    1333 NORTH 3RD ST
    ABILENE,TX79601
    NONE PC SUPPORT "GIVING HOPE" 25,000
    IMAGINE MINISTRIES
    1308 US HWY 70W
    GARNER,NC27529
    NONE PC DAILY OPERATIONS AND LOS PROSILIS KITCHEN 70,000
    ABILENE OPERA
    1185 CHINA ST
    ABILENE,TX79602
    NONE PC SUPPORT FOR GENERAL OPERATIONS 2,000
    BUFFALO GAP CEMETERY
    3241 FM 89
    BUFFALO GAP,TX79508
    NONE PC SUPPORT FOR GENERAL OPERATIONS 2,000
    PREGNANCY RESOURCES
    2110 N WILLIS ST SUITE A
    ABILENE,TX79603
    NONE PC SUPPORT FOR GENERAL OPERATIONS 50,000
    NOAH PROJECT
    5802 TEXAS AVE
    ABILENE,TX79605
    NONE PC SUPPORT FOR GENERAL OPERATIONS 45,000
    UNITED WAY OF ABILENE
    240 CYPRESS ST
    ABILENE,TX79601
    NONE PC SUPPORT FOR GENERAL OPERATIONS 20,000
    THE SHOP SWEETWATER HOUSE OF PEACE
    509 LOCUST ST
    SWEETWATER,TX79556
    NONE PC SUPPORT FOR GENERAL OPERATIONS 25,000
    Total .................................bullet 3a 540,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 48,220  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,202,647  
    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 1,463,626 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,463,626
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Name of Bond End of Year Book Value End of Year Fair Market Value
    45000 AT&T INC. 5.250% 3/1/2038 54,749 55,613
    55000 AMERICAN EXPRESS COMPANY 3.400% 2/27/2023 57,918 56,564
    50000 ANHEUSER-BUSCH COS. LLC 4.700% 2/1/2036 59,112 60,174
    65000 APPLE INC. 2.550% 8/20/2060 57,416 61,045
    50000 BP CAPITAL MARKETS AMERICA, INC. 3.119% 5/4/2026 54,029 52,768
    55000 BANK OF AMERICA CORPORATION 3.248% 10/21/2027 59,412 58,613
    50000 GOLDMAN SACHS GROUP, INC. 3.750% 2/25/2026 55,404 53,717
    55000 JPMORGAN CHASE & CO. 3.157% 4/22/2042 55,162 57,187
    50000 MORGAN STANLEY 3.875% 4/29/2024 54,772 52,972
    50000 WELLS FARGO & COMPANY 4.150% 1/24/2029 56,671 55,880

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Name of Stock End of Year Book Value End of Year Fair Market Value
    4850 WISDOMTREE U.S. MIDCAP FUND ETF 247,738 272,958
    4075 ISHARES MSCI EAFE MIN VOL FACTOR ETF 297,606 312,838
    2360 ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 149,152 148,255
    4300 ISHARES MSCI USA MIN VOL FACTOR ETF 297,947 347,870
    4030 ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 148,667 157,533
    20217.283 DFA U.S. LARGE CAP GROWTH PORTFOLIO 585,994 661,105
    13093.482 DFA U.S. LARGE CAP VALUE PORTFOLIO 562,312 603,086
    8400 DFA U.S. SMALL CAP PORTFOLIO 149,100 154,587
    16775.427 NORTHERN STOCK INDEX FUND 745,500 876,013
    30837.642 SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX FUND 298,200 300,050
    54675 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX FUND 546,750 553,311
    49918.699 SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX FUND 1,043,800 1,145,634
    10412.012 SCHWAB FUNDAMENTAL US SMALL COMPANY INDEX FUND 149,100 147,168
    11675.803 DFA EMERGING MARKETS CORE EQUITY PORTFOLIO 298,200 292,362
    35434.219 DFA INTERNATIONAL CORE EQUITY PORTFOLIO 546,750 570,491
    10412.012 NORTHERN EMERGING MARKETS EQUITY INDEX FUND 149,100 136,814
    21422.414 NORTHERN INTERNATIONAL EQUITY INDEX FUND 298,200 310,197
    12325 INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF 238,963 239,352
    7775 VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY BOND ETF 234,884 222,365
    20084.710 DFA INFLATION-PROTECTED SECURITIES PORTFOLIO 269,133 267,327
    5555.351 DFA INTERMEDIATE GOVERNMENT FIXED INCOME PORTFOLIO 70,720 70,386
    10729.642 DFA INTERMEDIATE-TERM EXTENDED QUALITY PORTFOLIO 121,141 120,816
    11730.233 NORTHERN BOND INDEX FUND 126,100 125,865
    4270.98 VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND 91,100 90,203
    63003.230 NORTHERN TREASURY PORTFOLIO INSTITUTIONAL 63,003 63,003
    75000 FLORENCE CNTY SC PUB FACS CORP INSTALLMENT PURREV 1.750% 75,000 76,205

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    US Government Securities - End of Year Book Value:

    965,943
    US Government Securities - End of Year Fair Market Value:

    961,396
    State & Local Government Securities - End of Year Book Value:


    748,207
    State & Local Government Securities - End of Year Fair Market Value:


    754,379


    TY 2021 InvestmentsOtherSchedule2
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    14026.651 THE MERGER FUND AT COST 242,100 242,942
    24603.960 ABBEY CAPITAL FUTURES STRATEGY FUND AT COST 298,200 283,930
    24553.752 BLACKROCK EVENT DRIVEN EQUITY FUND AT COST 242,100 243,573

    TY 2021 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 1,828 9 9


    TY 2021 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 EXPENSES 7 7   0
    BANK CHARGES 20 20   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKERS FEES 50,978 50,978   0


    TY 2021 TaxesSchedule
    Name:
    WHITENER FAMILY FOUNDATION
    EIN:
    75-2681790
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 8,564 8,564   0
    EXCISE TAXES 6,000 0   0