Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
W F Whitman Family Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-0413209
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,046,025J 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) 150,562
2 Check right arrow.............
3 Interest on savings and temporary cash investments 13,641 13,641  
4 Dividends and interest from securities... 204,837 204,837  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -81,479
b Gross sales price for all assets on line 6a 3,018,977
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
368 368  
12 Total. Add lines 1 through 11........ 287,929 218,846  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
39,503 39,503    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,805 11,305    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,849 430   32,419
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,157 51,238   32,419
25 Contributions, gifts, grants paid....... 300,800 300,800
26 Total expenses and disbursements. Add lines 24 and 25 390,957 51,238   333,219
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -103,028
b Net investment income (if negative, enter -0-) 167,608
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 912,111 181,460 181,460
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,010,977 Click to see attachment
List of Attached Documents:
// Content
4,293,045 		4,903,622
c Investments—corporate bonds (attach schedule)....... 1,476,297 Click to see attachment
List of Attached Documents:
// Content
1,761,852 		1,720,666
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 142,035 Click to see attachment
List of Attached Documents:
// Content
202,035 		240,277
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,541,420 6,438,392 7,046,025
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 6,541,420 6,438,392
29 Total net assets or fund balances (see instructions)..... 6,541,420 6,438,392
30 Total liabilities and net assets/fund balances (see instructions). 6,541,420 6,438,392
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
6,541,420
2
Enter amount from Part I, line 27a .....................
2
-103,028
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,438,392
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,438,392
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,018,977   3,100,456 -81,479
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -81,479
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -81,479
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 2,330
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  
3 Add lines 1 and 2........................... 3 2,330
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,330
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,139
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 6,139
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,809
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,809 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowFL
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Thomas C Danziger Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Heather B Warren Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Laura B Whitman Dir, Pres, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
W Fifield Whitman III Dir, VP, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
6,395,816
b
Average of monthly cash balances.......................
1b
307,403
c
Fair market value of all other assets (see instructions)................
1c
240,277
d
Total (add lines 1a, b, and c).........................
1d
6,943,496
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,943,496
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
104,152
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,839,344
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
341,967
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
341,967
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,330
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,330
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
339,637
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
339,637
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
339,637
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
333,219
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
333,219
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 339,637
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 324,620
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 333,219
a Applied to 2022, but not more than line 2a 324,620
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 8,599
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		331,038
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
NONE
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 right arrow
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 (2023)
Form 990-PF (2023)
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

AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PARK W
NEW YORK,NY10024 		N/A PC Chairman's Fund 100,000

BLUE HILL MEMORIAL HOSPITAL INC

PO BOX 604
BLUE HILL,ME04614 		N/A PC Funds for construction of new CT room 25,000

COLD SPRING HARBOR LABORATORY

1 BUNGTOWN RD
COLD SPRING HARBOR,NY11724 		N/A PC General & Unrestricted 25,000

FRIENDS OF THE COLD SPRING HARBOR FISH HATCHERY IN

1660 RTE 25A
COLD SPG HBR,NY11724 		N/A PC General & Unrestricted 3,000

GREEN VALE SCHOOL

250 VALENTINES LN
OLD BROOKVILLE,NY11545 		N/A PC General & Unrestricted 5,000

JACKSON LABORATORY

PO BOX 411423
BOSTON,ME02241 		N/A PC General & Unrestricted 2,500

MOUNT DESERT ISLAND BIOLOGICAL LABORATORY

PO BOX 35
SALSBURY COVE,ME04672 		N/A PC General & Unrestricted 16,000

MOUNT DESERT ISLAND HOSPITAL

PO BOX 8
BAR HARBOR,ME04609 		N/A PC General & Unrestricted 3,000

NEW YORK UNIVERSITY

22 WASHINGTON SQ NORTH
NEW YORK,NY10011 		N/A PC General & Unrestricted 2,500

NORTH SHORE LAND ALLIANCE INC

PO BOX 658
OYSTER BAY,NY11771 		N/A PC General & Unrestricted 1,000

NORTHEAST HARBOR SAILING SCHOOL

PO BOX 12
NE HARBOR,ME04662 		N/A PC General & Unrestricted 20,000

PENNYS FLIGHT FOUNDATION INC

65 DUCK POND RD
GLEN COVE,NY11542 		N/A PC General & Unrestricted 2,500

PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE

700 EXCHANGE ST
MIDDLEBURY,VT05753 		N/A PC In support of the Parent Fund '27 20,000

SCYC PRESERVATION FOUNDATION INC

314 YACHT CLUB RD
OYSTER BAY,NY11771 		N/A PC General & Unrestricted 2,800

TAFT SCHOOL CORPORATION

110 WOODBURY RD
WATERTOWN,CT06795 		N/A PC General & Unrestricted 5,000

WESLEYAN UNIVERSITY

291 MAIN ST
MIDDLETOWN,CT06457 		N/A PC General & Unrestricted 2,500

WILLIAMS COLLEGE

75 PARK ST
WILLIAMSTOWN,MA01267 		N/A PC the WCMA project 30,000

WILLIAMS COLLEGE

75 PARK ST
WILLIAMSTOWN,MA01267 		N/A PC the Parent Fund '24 and the new Williams Boat House fund 35,000
Total .................................right arrow 3a 300,800
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 13,641  
4 Dividends and interest from securities ....     14 204,837  
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 -81,479  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 368  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   137,367  
13Total. Add line 12, columns (b), (d), and (e)..................
13
137,367
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
Name of the organization
W F Whitman Family Foundation Inc
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
W F Whitman Family Foundation Inc
  		Employer identification number
20-0413209
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
WHITMAN CLUT DATED 22505
2 Riverview Rd
 
Hobe Sound, FL33455

$ 150,562


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
W F Whitman Family Foundation Inc
  		Employer identification number

20-0413209
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
W F Whitman Family Foundation Inc
  		Employer identification number

20-0413209
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

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

TY 2023 DepreciationSchedule
Name:
W F Whitman Family Foundation Inc
EIN:
20-0413209
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
W F Whitman Family Foundation Inc
EIN:
20-0413209
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR LEASE CORP SER A MTN CALL 16,601 17,484
ALEXANDRIA REAL ESTATE - 3.950 11,556 9,601
ALLY FINL INC BOND PERPETUAL - 14,027 11,242
ALLY FINL INC BOND PERPETUAL - 6,267 4,750
ALLY FINL INC NOTE - 5.800% - 4,985 5,005
ALPHABET - 0.800% - 08/15/2027 19,932 17,886
ALTRIA GROUP INC - 2.625% - 09 6,465 6,623
AMERICAN EXPRESS CO - 3.125% - 14,960 14,477
AMERICAN EXPRESS CO - 3.550% - 13,374 12,860
AMERICAN EXPRESS CO - 5.282% - 5,947 6,131
AMGEN INC - 5.250% - 03/02/203 12,036 12,352
ARCH CAPITAL FINANCELLC NOTE - 18,350 18,432
AT&T INC - 1.650% - 02/01/2028 9,987 8,913
AUTONATION INC - 4.750% - 06/0 12,314 12,561
BANK AMER CORP - 3.559% - 04/2 19,999 19,256
BANK AMER CORP BOND - 6.300% - 1,003 1,003
BANK NEW YORK MELLON - 3.700% 10,555 10,289
BANK NEW YORK MELLON CORP MTN 11,041 11,412
BANK NEW YORK MELLONCORP BOND 17,553 16,571
BANK NOVA SCOTIA B C NOTE - 4. 16,688 16,724
BANK OF AMERICA CORP - 4.375% 13,101 12,474
BANK OF AMERICA CORP - PERPETU 23,924 22,733
BAT CAPITAL CORP MTN CALL MAKE 15,181 13,434
BAXTER INTL INC - 2.272% - 12/ 9,427 9,843
BERRY GLOBAL INC - 1.570% - 01 12,731 13,010
BK OF AMERICA CORP BOND PERPET 13,000 12,969
BOEING CO INC - 3.250% - 02/01 11,925 12,342
BP CAP MKTS P L C NOTE PERPETU 15,928 15,208
BROADCOM CORP/BROADCOM CAYMAN 6,672 6,832
BUNGE LTD FIN CORP NOTE CALL M 14,999 14,179
CANADIAN IMPERIAL - 3.450% - 0 4,584 4,804
CANADIAN IMPERIAL BANK - 1.250 6,180 6,417
CANADIAN IMPERIAL BANK OF COMM 8,571 9,059
CAPITAL ONE FINL CORP - 4.927% 18,456 18,684
CAPITAL ONE FINL CORP SER M BO 10,918 10,416
CIGNA CORP - 2.400% - 03/15/20 12,639 13,153
CITI GROUP - 7.625% - 12/31/20 9,000 9,176
CITIGROUP INC - 3.875% - 12/31 4,643 4,426
CITIGROUP INC - 3.887% - 01/10 16,875 14,518
CITIGROUP INC - 4.150% - 05/24 4,622 4,291
CITIGROUP INC BOND - 6.250% - 11,745 11,844
CITIGROUP INC BOND PERPETUAL - 16,936 16,610
CITIGROUP INC BOND PERPETUAL - 3,995 4,049
CITIGROUP INC NOTE CALL MAKE W 3,714 3,844
CITIZENS FINANCIAL GROUP INC - 13,536 12,324
CITIZENS FINL GROUP INC - 4.00 9,230 7,901
CMS ENERGY CORP - 3.750% - 12/ 4,410 3,948
CMS ENERGY CORP - 4.750% - 06/ 14,855 13,544
CNA FINL CORP NOTE CALL - 3.95 15,213 14,890
COMERICA INC - 5.625% - 12/31/ 11,440 10,367
CONSTELLATION BRANDS INC - 3.6 7,469 7,684
CROWN CASTLE INC NOTE - 3.700% 16,227 16,412
CVS HEALTH CORP NOTE CALL MAKE 5,360 5,594
DELL INT LLC / EMC CORP - 4.90 13,862 14,027
DISCOVER FINL SVCS BOND PERPET 10,486 9,643
DISCOVER FINL SVCS NOTE - 4.50 4,863 4,937
DOLLAR GEN CORP - 5.200% - 07/ 9,917 10,144
DOMINION ENERGY INC BOND PERPE 14,341 13,312
DOW CHEMICAL CO SER B - 4.800% 4,810 5,052
DOW DUPONT - 4.493% - 11/15/20 6,903 6,950
DTE ENERGY CO - 1.050% - 06/01 14,982 14,136
DUKE ENERGY CORP - 4.875% - 12 10,122 9,846
EBAY INC - 2.700% - 03/11/2030 7,753 8,016
EDISON INTL BOND PERPETUAL - 5 20,694 20,483
EMERA US FIN LP - 3.550% - 06/ 18,822 19,276
ENBRIDGE - 8.500% - 01/15/2084 3,000 3,191
ENBRIDGE INC MTN CDS- NOTE CAL 15,230 15,524
ENBRIDGE INC MTN CDS- SER 2020 5,187 4,613
ENBRIDGE INC MTN CDS- SER 2022 6,986 6,883
ENERGY TRANSFER OPERATING LP - 6,834 7,060
ENERGY TRANSFER PRTNRS LP - 7. 12,087 12,518
EQUITABLE HOLDINGS, INC. HYBRI 4,050 3,806
FIFTH THIRD BANCORP BOND PERPE 9,987 9,279
FISERV INC - 2.750% - 07/01/20 15,312 14,775
FORTIVE CORP SER B NOTE - 3.15 15,967 16,278
FOX CORP SER B - 4.709% - 01/2 15,616 15,920
GENERAL MTRS FINL CO INC NOTE 11,714 12,535
GLOBAL PAYMENTS INC - 3.200% - 7,809 8,165
GLOBAL PMTS INC NOTE - 2.150% 4,402 4,606
HUNTINGTON BANCSHARES INC - 4. 8,904 7,900
HUNTINGTON BANCSHARES INC PERP 9,453 8,128
INGERSOL RAND LUXEMBOURG - 0.0 14,984 14,584
JP MORGAN CHASE PERP SR NT - 6 20,455 19,959
JPMORGAN CHASE & CO - 2.005% - 20,401 21,138
JPMORGAN CHASE & CO BOND PERPE 11,939 11,916
JPMORGAN CHASE & CO PERP-R NT 2,015 2,018
JPMORGAN CHASE AND CO. PERPETU 13,815 13,743
KIMCO REALTY CORP NOTE CALL MA 19,911 17,648
LINCOLN NATL CORP IND BOND PER 8,000 8,736
M &T BK CORP - 3.500% - 12/31/ 8,998 7,338
M &T BK CORP BOND PERPETUAL - 10,943 9,947
MARATHON PETE CORP - 4.700% - 3,956 3,974
MARKEL CORP BOND PERPETUAL - 6 9,450 8,903
METLIFE INC. NOTE PERPETUAL - 19,646 18,932
MICROSOFT CORP - 2.400% - 08/0 19,299 19,059
MITSUBISHI UFJ FINANCIAL GROUP 15,536 15,665
MORGAN STANLEY MTN - 0.791% - 7,590 7,976
MORGAN STANLEY SER I MTN CALL 13,159 13,827
MPLX LP 4.0% 03/15/2028 - 4.00 16,470 14,475
NASDAQ - 5.350% - 06/28/2028 8,907 9,265
NEXTERA ENERGY - 5.650% - 05/0 9,430 8,445
NISOURCE INC - 2.950% - 09/01/ 10,450 10,973
NORFOLK - 5.050% - 08/01/2030 9,907 10,260
NUTRIEN LTD - 4.900% - 03/27/2 6,803 7,068
NXP B V / NXP FDG LLC / NXP US 7,468 7,780
ORACLE CORP - 2.950% - 04/01/2 6,840 7,226
PEPSICO - 2.625% - 03/19/2027 19,897 18,972
PHILIP MORRIS INTL INC NOTE - 5,042 5,249
PIEDMONT NATURAL GAS - 3.500% 3,705 3,734
PNC FINL SVCS - 3.500% - 01/23 17,693 17,974
PNC FINL SVCS GROUP INC BOND P 9,736 8,809
PNC FINL SVCS GROUP INC BOND P 11,000 10,255
PNC FINL SVCS GROUP INC NOTE P 4,000 3,884
PRUDENTIAL FINL INC - 5.125% - 4,000 3,758
REGIONS FINANCIAL CORP - 5.750 10,400 9,711
ROPER TECHNOLOGIES INC - 1.400 19,972 17,909
SABINE PAS - 5.000% - 03/15/20 13,835 14,066
SCHWAB CHARLES CORP - 5.000% - 11,866 10,832
SCHWAB CHARLES CORP BOND - 4.0 10,684 9,477
SCHWAB CHARLES CORP BOND PERPE 14,595 13,812
SEMPRA ENERGY BOND PERPETUAL - 15,150 14,677
SEMPRA NOTE - 4.125% - 04/01/2 8,300 7,724
SIMON PPTY - 1.750% - 02/01/20 23,193 24,290
SOUTHERN CO - 4.000% - 01/15/2 14,469 14,263
STARBUCKS CORP - 2.450% - 06/1 14,177 14,280
STATE STR CORP NOTE - 5.820% - 6,100 6,228
STEEL DYNAMICS INC NOTE - 2.40 14,943 14,377
SUMITOMO MITSUI FIN GRP INC NO 12,186 12,736
SUMITOMO MITSUI FINANCIAL - 3. 6,504 6,671
SYNCHRONY FINL - 3.700% - 08/0 8,329 8,471
TELEDYNE TECHNOLOGIES INC - 2. 9,523 9,962
TORONTO DOMINION - 2.800% - 03 5,421 5,669
TORONTO DOMINION BANK MTN - 4. 7,645 7,853
TRANSCANADA PIPELINES - 4.100% 8,250 8,571
TRANSCANADA TRUST SER 2022-A - 5,027 4,189
TRUIST FINL CORP - 1.887% - 06 18,696 19,030
TRUIST FINL CORP -G BOND PERP 6,964 6,968
TRUIST FINL CORP BOND PERPETUA 18,406 17,234
TRUIST FINL CORP BOND PERPETUA 15,300 13,593
TRUIST FINL CORP TIER I PERP B 918 920
UNION PACIFIC CORP - 2.150% - 19,985 18,676
US BANCORP - 3.700% - 01/15/20 12,010 10,991
US BANCORP MTN - 4.548% - 07/2 9,565 9,860
VERIZON - 3.000% - 03/22/2027 19,989 19,027
VODAFONE GROUP PLC - 7.000% - 9,848 9,279
VOYA FINANCIAL INC - 6.125% - 15,113 15,540
WASTE CONNECTIONS INC - 2.600% 12,078 12,581
WELLS FARGO & CO NEW DEPOSITAR 13,520 12,877
WELLS FARGO & CO SER U MTN - 3 13,629 13,723
WELLS FARGO &CO BOND PERPETUAL 18,851 18,478
WELLS FARGO &CO SER Q MTN - 2. 6,551 6,738
WELLS FARGO BANK - 7.625% - 12 14,148 14,652
WILLIAMS PARTNERS L.P. NOTE - 8,828 8,857
XCEL ENERGY INC - 3.400% - 06/ 14,200 14,830

TY 2023 InvestmentsCorpStockSchedule
Name:
W F Whitman Family Foundation Inc
EIN:
20-0413209
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 18,489 18,694
ABB LTD 7,897 10,986
ABBOTT LABS 10,386 11,557
ABBVIE INC 23,029 24,795
ACADIA HEALTHCARE CO INC 4,221 10,342
ACCENTURE PLC 6,024 7,720
ACCURAY INCORPORATED 2,652 1,706
ADEIA INC 4,529 4,324
ADIDAS AG 2,876 3,050
ADOBE SYSTEMS, INC 18,171 26,250
AERCAP HOLDING N.V 4,054 9,959
AFLAC INC 9,408 11,715
AGILENT TECHNOLOGIES INC 2,005 2,503
AIA GROUP LTD ADR 9,007 7,003
AIR PRODS & CHEM INC 4,586 4,381
AIRBUS GROUP 5,789 7,560
ALLETE INC 2,308 2,691
ALLSTATE CORP 12,471 13,858
ALPHABET INC CL A 72,969 100,158
ALPHABET INC CL C 24,960 26,918
AMADEUS IT HLDS SA 5,555 7,136
AMAZON COM 23,319 29,324
AMCOR LTD ORD SHS 5,699 5,418
AMER INTERNATIONAL GROUP INC 12,611 14,024
AMERICA MOVIL SA 2,370 2,334
AMERICAN TOWER REIT INC 27,295 26,553
AMNEAL PHARMACEUTICALS INC 2,550 2,276
AMPHENOL CORPORATION 14,083 18,934
ANALOG DEVICES INC 30,873 34,152
ANHEUSER BUSCH COS INC 5,299 5,751
AON PLC CL A 3,131 2,910
APOLLO GLOBAL MGMT INC NT 7.6 9,325 10,246
APPLE INC 49,945 67,000
ARCOSA INC 4,224 5,454
ASML HOLDING NV NY REG SHS 11,607 15,138
ASTRAZENECA 11,683 11,921
AT & T INC 5.000% PFD SER A 7,569 7,158
AT&T, INC 42,653 38,443
ATMOS ENERGY CORP 2,234 2,434
ATRICURE, INC. 2,676 2,927
AUTOMATIC DATA PROCESSING INC 8,058 8,154
AVANOS MEDICAL, INC. 2,894 2,041
AVERY DENNISON CORP 5,023 10,108
B&M EUROPEAN VALUE RETAIL SA A 3,588 4,061
BABCOCK & WILCOX ENTERPRISES I 4,441 959
BANC OF CALIFORNIA INC 1,359 1,074
BANK NEW YORK MELLON CORP COM 22,079 25,921
BANK OF AMERICA CORP 42,513 45,084
BANKUNITED, INC 2,243 3,665
BAXTER INTERNATIONAL INC 2,238 2,397
BECTON DICKINSON & CO 5,329 5,364
BEIGENE LTD 3,067 2,886
BERKSHIRE HATHAWAY INC. CLASS 62,034 86,312
BLOOM ENERGY CORP 1,604 2,664
BOX INC 1,731 2,612
BP PLC SPONSORED ADR 3,534 3,575
BREAD FINANCIAL HOLDINGS 3,123 1,713
BRISTOL-MYERS SQUIBB CO 26,034 21,140
BRITISH AMERICAN TOBACCO PLC 8,373 6,415
BROADCOM INC 13,624 24,558
BROADRIDGE FINANCIAL 4,469 4,938
CADENCE DESIGN SYSTEMS INC 4,375 5,447
CALERES INC 1,996 2,612
CALRSBERG AS SP ADR REP B 2,670 2,828
CANADIAN NATL RAILWAY CO 4,199 4,648
CANNAE HOLDINGS INC 1,414 1,327
CAP GEMINI SA UNSP/ADR 4,635 5,064
CAPITAL ONE FINCL CORP 5.000% 9,710 8,007
CARDINAL HEALTH INC 1,690 1,915
CATERPILLAR INC 15,361 20,993
CEVA INC 2,707 1,908
CHARLES RIV LABORATORIES INTL 2,869 5,201
CHARLES SCHWAB CORP 6,726 6,330
CHATHAM LODGING TRUST 1,630 1,286
CHEVRON CORP 42,337 41,914
CHILDREN'S PLACE 4,050 1,161
CHUBB LIMITED 11,504 14,012
CIENA CORP 6,984 9,092
CIGNA CORPORATION 8,025 8,385
CINCINNATI FINANCIAL CORP 11,101 11,381
CISCO SYSTEMS INC 25,840 25,007
CITIGROUP INC 13,529 14,866
CLEAN HARBORS, INC 1,956 5,235
CLIFFS NATURAL RESOURCES INC. 5,756 8,760
CLOROX CO 1,327 1,426
CME GROUP, INC 17,951 18,954
CNX RESOURCES CORP 2,671 3,860
COGNYTE SOFTWARE LTD 8,579 3,562
COHERENT CORP COM 2,823 3,526
COMCAST CORP 27,992 29,862
COMERICA INC 2,371 3,460
CONAGRA FOODS INC 3,165 3,009
CONDUENT INC 6,431 5,147
CORNING INC 6,253 6,425
CORPORATE CREDIT INVESTMENT ST 300,001 348,645
COSTCO WHOLESALE CORPORATION 1,460 1,980
COTERRA ENERGY INC 1,277 1,250
CRITEO SA 3,808 9,799
CROWN HOLDINGS INC 7,983 10,498
CUMMINS INC 2,303 2,156
CVS CAREMARK CORP 21,953 23,372
CYTOSORBENTS CORP 1,126 153
DAIICHI SANKYO CO LTD SPONSORE 4,143 4,048
DAIKIN INDS LTD ADR 3,222 3,380
DANAHER CORP 6,139 18,276
DARDEN RESTAURANTS INC 9,184 10,515
DBS GROUP HLDGS SPON ADR 7,610 7,898
DEERE CO 9,514 9,997
DEVON ENERGY CORPORATION 4,783 7,429
DIAGEO PLC ADS 1,806 1,457
DIAMONDBACK ENERGY INC 18,533 18,610
DIGITAL RLTY TR INC 1,109 1,211
DNB BANK ASA 4,489 4,767
DOMINION ENERGY INC 24,076 24,111
DOW INC 26,521 28,243
DRIL QUIP INC 2,621 1,908
DSV UNSP ADR EACH REPR 0.5 ORD 2,665 2,722
DTE ENERGY CO COM 3,477 3,639
DU PONT DE NEMOURS 2,216 2,385
DUKE ENERGY CO 8,584 8,734
EATON CORP PLC 8,071 10,596
EBAY INC 2,241 2,355
EDISON INTL 17,578 18,730
ELEVANCE HEALTH INC 5,287 5,187
ELI LILLY & CO 2,673 3,498
EMCORE CORPORATION 1,494 117
EMERSON ELECTRIC CO 2,365 2,433
ENERPAC TOOL GROUP 2,699 3,513
ENGIE 5,775 7,315
ENTEGRIS INC 987 1,198
ENVIRI CORPORATION 6,899 4,023
EOG RESOURCES INC 24,228 24,553
EPIROC AB 6,019 6,421
EQT CORPORATION 1,470 1,430
EQUINIX, INC 4,209 4,832
EQUITY RESIDENTIAL PPTYS TR 1,082 1,101
ESSILOR INTL ADR 7,397 8,642
EVERSOURCE ENERGYINC 6,756 7,036
EXELON CORPORATION 684 610
EXTRA SPACE STORAGE 727 802
EXXON MOBIL CORP 54,779 57,688
FASTENAL COMPANY 14,544 16,452
FEDEX CORPORATION 8,617 10,119
FERGUSON PLC 1,593 2,124
FIDELITY NATIONAL INFORMATION 8,366 7,929
FIRST ENERGY CORP 1,723 1,686
FIRST SOLAR INC 1,137 1,206
FORTIVE CORPORATION 12,001 15,315
FUJITSU LTD ADR OTC 2,308 2,523
GARMIN LTD 5,933 6,684
GEN DYNAMICS CP 5,607 6,492
GENERAL ELECTRIC CO 3,325 3,829
GENERAL MILLS INC 13,224 13,289
GENMAB A/S SPON 7,487 6,177
GENUINE PARTS COMPANY 6,735 6,371
GILEAD SCIENCES INC 16,503 17,417
GIVAUDAN SA UNSP/ADR 6,273 7,477
GOLDMAN SACHS TACTICAL TILT OV 169,223 186,843
GROUPE DANONE ADS 3,988 4,843
GXO LOGISTICS 27,529 27,889
HAEMONETICS CP 3,391 5,045
HARTFORD FINANCIALSERVICES GRO 9,350 10,208
HDFC BANK LTD ADR 6,970 7,315
HEICO CORP 12,473 13,594
HERMES INTL 10 ADR 3,634 4,890
HEWLETT PACKARD ENTERPRISE CO 10,578 11,869
HITACHI LTD 1,985 2,458
HOME DEPOT INC 11,172 12,476
HONEYWELL INTL 15,307 16,987
HOYA CORP SPONS ADR 2,217 2,739
HUNTINGTON BANCSHARES INC 3,089 3,142
ILLINOIS TOOL WORKS 7,005 7,858
INDIE SEMICONDUCTOR INC 809 1,006
INDUSTRIA DE DISENO 4,540 7,618
INFINERA CORPORATION 1,462 1,544
ING GROUP N V SPONSORED ADR 1,045 1,217
INNOVIZ TECHNOLOGIES LTD 2,080 1,455
INT'L FLAVORS & FRAGRANCES INC 3,277 3,401
INTEGRA LIFESCIENCES HOLDINGS 2,019 2,047
INTEL CORP 15,083 26,783
INTERCONTINENTAL EXCHANGE, INC 3,426 3,853
INTERNATIONAL BUSINESS MACHINE 16,742 20,280
INTERNATIONAL GAME TECHNOLOGY 5,398 10,608
INTUIT 11,857 16,876
INVITATION HOMES INC. 2,265 2,319
IRON MOUNTAIN 2,550 2,939
ITOCHU CORP ADR OTC 5,139 5,782
ITRON INC 4,452 5,890
JACOBS SOLUTIONS INC 1,109 1,168
JOHNSON & JOHNSON 42,663 39,655
JOHNSON CONTROLS INTERNATIONAL 13,174 13,488
JP MORGAN CHASE 56,159 72,633
KAR AUCTION SERVICES INC 5,196 4,695
KBR INC 4,990 11,414
KELLANOVA (FNA KELLOGG CO) 6,700 7,045
KENVUE INC 4,028 4,220
KERING UNSPON ADR EA REPR 0.1 6,939 5,309
KEURIG DR PEPPER INC 2,054 2,066
KEYENCE CORP FIRST SECTION COM 8,463 9,253
KIMBERLY CLARK CORP 9,770 9,721
KINDER MORGAN INC 16,614 16,740
KON KPN NV SPON ADR REP 1 ORD 2,517 2,480
KRAFT HEINZ CO 18,509 18,934
KROGER CO 5,787 5,714
KYNDRYL HOLDINGS INC 8,490 11,138
L'AIR LIQUIDE ADR OTC 4,659 6,115
L'OREAL ADR 7,121 9,345
LINDE PLC COM 16,509 22,178
LOCKHEED MARTIN CORP 11,711 11,784
LONDON STK EXCHANGE GROUP 9,575 12,320
LONZA GROUP AG UNSP/ADR 1,591 1,221
LPL FINANCIAL HOLDINGS INC 241 228
LVMH MOET HENN UNSP 5,805 6,011
LYONDELLBASELL INDUSTRIES NV 10,708 11,410
M&T BANK CORP 3,784 3,701
MA COM TECHNOLOGY SOLUTIONS HO 2,116 11,805
MARATHON PETROLEUM CORP 4,739 5,638
MARKFORGED HOLDING CORP 1,341 207
MARSH AND MCLENNAN COMPANIES I 15,250 14,779
MARUBENI CORP ADR CNV INTO 10 3,583 3,135
MASTERCARD INC 1,234 1,280
MEDTRONIC PLC 15,540 15,076
MERCADOLIBRE, INC 2,770 4,715
MERCK & CO INC 30,125 30,635
MERCURY COMPUTER SYSTEMS 3,011 2,304
METLIFE INC 6,813 7,208
METTLER-TOLEDO INTL 17,302 15,768
MICROCHIP TECHNOLOGY INC 18,198 22,455
MICROSOFT CORP 119,328 181,250
MOLINA HEALTHCARE 2,453 8,310
MONDELEZ INTERNATIONAL INC 5,635 5,794
MOODYS CORP 11,698 14,841
MORGAN STANLEY 33,133 36,181
MORGAN STANLEY 6.5% DP SH PFD 4,900 5,129
MORGAN STANLEY PFD SER E - 7.1 1,969 1,957
MORGAN STANLEY PFD SER F - 6.8 2,916 2,877
MTU AERO ENGINES 2,984 3,022
N J RESOURCES CP 2,327 2,496
NESTLE S.A 6,842 6,475
NETAPP, INC 5,732 6,612
NETEASE.COM INC COM STK 1,241 1,491
NEWMONT GOLDCORP CORPORATION 6,483 4,843
NICE SYSTEMS LTD 1,964 1,995
NIDEC CORPORATION ADR 2,371 1,553
NIKE INC-CL B 20,085 19,434
NIPPON TELEGRAPH & TELEPHONE C 4,435 4,753
NLIGHT INC 998 1,107
NOKIA 2,252 1,570
NOMURA RESEARCH INST LTD 4,774 5,202
NORTHERN TRUST CORPORATION 14,685 16,538
NORTHWESTERN CORP 2,280 2,392
NOTORI HOLDINGS 3,717 3,687
NOVO NORDISK A S 11,046 17,380
OIL STATES INTL INC 2,251 1,867
ONESPAN INC 3,134 1,769
ORACLE CORP 21,678 23,405
ORASURE TECHNOLOGIES INC 2,892 2,427
ORMAT TECHNOLOGIES 8,158 8,640
OSI SYSTEMS, INC 3,094 4,775
PALO ALTO NETWORKS INC 1,995 2,949
PATTERSON COMPANIES INC COM 3,295 3,670
PATTERSON-UTI ENERGY INC 2,648 2,171
PAYCHEX 9,714 10,243
PEPSICO INC 33,282 33,968
PERNOD RICARD S A SPONSORED AD 2,126 1,906
PFIZER INC 29,287 21,017
PG & E CORP 3,839 4,291
PHILLIPS 66 5,542 7,323
PIONEER NAT RES CO 29,931 29,010
PNC FINANCIAL GROUP INC 23,028 29,267
PORTLAND GEN ELEC 2,317 2,514
PPL CORPORATION 6,767 6,992
PROCTER GAMBLE CO 22,101 21,834
PROGRESSIVE CORP OHIO 2,646 2,867
PROLOGIS 9,335 10,264
PUBLIC STORAGE INC 3,242 3,355
PUBLIC SVC ENTERPRISE GROUP IN 10,527 9,906
QUALCOMM INC 13,740 17,500
QUANTUM CORPORATION 5,890 325
RADWARE LTD 3,250 2,085
RAMBUS, INC 1,769 10,715
RAYMOND JAMES FINANCIAL INC 4,902 5,575
RAYTHEON TECHNOLOGIES CORP 17,652 17,838
REALTY INCOME CORP 1,693 1,780
RECKITT BENCKISER GROUP 4,556 4,273
RECRUIT HOLDINGS CO 2,547 2,989
REGIONS FINANCIAL CORP 17 19
RELX PLC 3,387 4,720
RESIDEO TECHNOLOGIESINC COM 5,483 7,961
RIBBON COMMUNICATIONS INC 5,141 4,391
RLJ LODGING TRUST 1,630 1,418
ROCKWELL AUTOMATION INC 1,970 2,173
ROLLS ROYCE GRP PLC S/ADR 1,699 2,109
ROPER INDUSTRIES 12,938 15,810
ROSS STORES, INC 1,235 1,661
S&P GLOBAL INC COM 7,356 8,810
SAFRAN SA - UNSPON ADR 9,737 14,475
SALESFORCE.COM 17,612 23,156
SAP AKTIENGESELL ADS 22,849 33,546
SCHLUMBERGER LTD 2,256 2,342
SEAWORLD ENTERTAINMENT INC 1,391 3,117
SEMPRA ENERGY COM 8,071 8,370
SEMTECH CORPORATION 2,568 2,651
SHIN-ETSU CHEMICAL C 5,036 8,235
SHOPIFY INC 1,048 2,181
SIKA AG BEARER SHS 8,289 10,376
SINGAPORE TELE ADR 4,364 4,691
SMC CORP 6,527 7,523
SOUTHERN CO 9,177 8,975
SOUTHWEST AIRLINES 641 520
STANDARD BIOTOOLS INC 4,400 1,178
STARBUCKS CORP COM 9,636 10,177
STATE STREET CORPORATION 16,332 18,513
STATE STREET HEDGED INTL DEV E 408,957 487,178
STERICYCLE INC 5,050 5,204
STMICROELECTRONICS 5,898 7,570
STRATASYS, INC 7,527 6,226
STRAUMANN HLDG 4,316 5,331
STRYKER CORPORATION 6,325 8,385
SYNCHRONY FINL DR REP PFD 10,172 7,590
SYSCO CORP 3,294 3,510
TAIWAN SEMICONDUCTOR MFG CO LT 6,485 8,112
TAKE-TWO INTERACTIVE SOFTWARE 2,190 2,575
TARGET CORPORATION 6,418 7,263
TDK CORP 3,099 3,880
TECHNIPFMC PLC 2,543 7,089
TELEDYNE TECH INC 3,013 4,017
TEMPUR PEDIC INTERNATIONAL INC 1,534 4,995
TENCENT HOLDINGS LIMITED 4,762 4,270
TETRA TECHNOLOGIES 2,377 2,667
TEXAS CAPITAL BANCSHARES, INC 3,341 6,592
TEXAS INSTRUMENTS INC 11,681 12,273
TFI INTERNATIONAL 5,340 7,343
THE COCA-COLA CO 23,288 22,688
THE HAIN CELESTIAL GROUP, INC 4,071 2,573
THE ODP CORPORATION 4,266 5,292
THERMO FISHER SCIENTIFIC INC 2,838 2,654
TJX COMPANIES INC 1,825 1,970
TOKYO ELECTRON LTD 3,653 4,975
TOTALENERGIES SE 11,200 13,139
TRANE TECHNOLOGIES PLC 1,505 2,195
TRANSDIGM GRP INC 18,151 28,325
TRAVELERS COMPANIES INC 6,549 7,239
TREEHOUSE FOODS INC 5,154 4,725
TRUIST FINANCIAL CORPORATION 6,841 6,092
TWIN DISC, INCORPORATED 702 873
UNDER ARMOUR INC CL C 1,842 2,204
UNICHARM CORP - SPN ADR 3,637 3,663
UNION PACIFIC 12,939 14,492
UNISYS CP 8,729 3,063
UNITED OVRSEAS BK LTD ADR 5,261 4,934
UNITED PARCEL SERVICE 18,889 17,924
UNITEDHEALTH GROUP INC 23,799 24,744
US BANCORP 31,785 39,991
VALERO ENERGY CORP 4,042 4,160
VAREX IMAGING CORPORATION 2,301 2,030
VARONIS SYSTEMS INC 1,133 2,898
VEECO INSTRUMENTS INC 6,318 10,892
VERALTO CORPORATION 17,106 6,828
VERINT SYSTEMS INC 5,011 3,784
VERIZON COMMUNICATIONS 56,528 53,270
VIASAT, INC. 8,527 7,183
VIAVI SOLUTIONS INC 3,329 3,001
VICI PROPERTIES INC 4,391 4,495
VISA INC 44,425 53,632
VISTRA ENERGY CORP 4,682 9,553
WAL-MART STORES INC 16,730 17,342
WALGREENS BOOTS ALLIANCE 1,273 1,071
WALT DISNEY HOLDINGS CO 36,255 35,303
WELLS FARGO & CO 30,667 35,537
WELLS FARGO PFD SER R - 6.625% 4,003 3,989
WELLTOWER INC. 7,997 9,648
WEST PHARMA SVCS INC 1,720 2,465
WILLIAMS COS 17,058 17,728
WIX COM LTD 2,635 4,921
WK KELLOGG CO 1,150 1,235
WORLDLINE 2,566 994
XCEL ENERGY INC 5,722 5,881
XPERI INC 4,531 3,240
ZIMVIE ORD SHS 974 2,148

TY 2023 InvestmentsOtherSchedule2
Name:
W F Whitman Family Foundation Inc
EIN:
20-0413209
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MN8 ENERGY LLC LLC10   202,035 240,277

TY 2023 OtherExpensesSchedule
Name:
W F Whitman Family Foundation Inc
EIN:
20-0413209
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 32,358     32,358
Bank Charges 430 430    
State or Local Filing Fees 61     61


TY 2023 OtherIncomeSchedule2
Name:
W F Whitman Family Foundation Inc
EIN:
20-0413209
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 368 368  


TY 2023 OtherProfessionalFeesSchedule
Name:
W F Whitman Family Foundation Inc
EIN:
20-0413209
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 39,503 39,503    


TY 2023 TaxesSchedule
Name:
W F Whitman Family Foundation Inc
EIN:
20-0413209
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 6,000      
990-PF Extension for 2022 500      
Foreign Tax Paid 11,305 11,305