WHITAKER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WHITAKER FOUNDATION INC (EIN 30-0262001)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-30
- IRS object ID
- 201802119349100200
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-30T05:08:59-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 610997274 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNCAN SMITH & STILZ PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 E EUCLID AVE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300262001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITAKER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 8592995246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 14037 2750 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK E WHITAKER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Andrew M Smith | PreparerPersonNm |
| PTIN | P00036100 | PTIN |
| Phone | 8592682221 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,672,446 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $160,919 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $345,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $345,242 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $345,242 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,925 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $471,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,925 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $94,161 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $598,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $437,167 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $439,403 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $10,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $10,195 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,528 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,528 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,262 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $53,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $900,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $900,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $953,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $910,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$354,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $397,639 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $439,403 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,463 | CashBOYAmt |
| Cash EOY | $7,258 | CashEOYAmt |
| Cash EOYFMV | $7,258 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,278,097 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,610,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,610,523 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,458,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,922,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,922,631 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,554,748 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,869,254 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,869,254 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,660,764 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,262,780 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,262,780 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,970,417 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,672,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,672,446 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,970,417 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,672,446 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,970,417 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,672,446 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,970,417 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,672,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,970,417 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$354,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,056,963 | OtherIncreasesAmt |
| Subtotal | $17,672,446 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,672,446 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 0.6 SH ENBRIDGE INC | P | 2017-12-12 | 2017-03-06 | $25 | $15 | $10 | $10 |
| 600.00 SH EXELON CORP | P | 2017-12-12 | 2017-06-13 | $21,960 | $27,466 | -$5,506 | -$5,506 |
| PFIZER CLASS ACTION | P | 2017-12-12 | 2017-06-12 | $24 | $24 | $24 | |
| REGIONS FINANCIAL CLASS ACTION | P | 2017-12-12 | 2017-06-12 | $198 | $198 | $198 | |
| NEXTRA ENERGY PREF STOCK CALLED | P | 2016-10-18 | 2017-10-23 | $100,000 | $101,938 | -$1,938 | -$1,938 |
| VOLKSWAGON BOND MATURED | P | 2016-08-31 | 2017-11-21 | $250,000 | $250,298 | -$298 | -$298 |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | 2017-12-12 | 2017-12-31 | $99,435 | $99,435 | $99,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,925 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $94,161 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $460,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,292,157 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05552 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,206 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,094,441 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05044 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,675 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,068,543 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02403 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $994,890 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00983 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,904 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $905,542 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.01977 | DistributionYr5Rt |
| Total Distribution | 0.159589 | TotalDistributionRt |
| Average Distribution | 0.031918 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,271,627 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $551,276 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,976 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $555,252 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $910,195 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,976 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,976 | SubtotalAmt |
| Tax Based On Investment Income | $3,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $799 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $799 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,177 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK WHITAKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8592995246 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 14037 2750 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 405124037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JACQUELIN W MURPHY | ||||||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 | Vice President | 0.00 | $0 |
| BEVERLY R WHITAKER | ||||||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 | Director | 0.00 | $0 |
| JACK E WHITAKER | ||||||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 | President | 0.00 | $0 |
| ANNA W LAKE | ||||||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 | Treasurer | 0.00 | $0 |
| ELMER K WHITAKER | ||||||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,731,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,802,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,534,647 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $17,534,647 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $263,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,271,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $863,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $863,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,976 | TotalTaxAmt |
| Distributable Before Adj | $859,605 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $859,605 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $859,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $910,195 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $910,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,976 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $906,219 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $859,605 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,562 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,312 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,874 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $910,195 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $859,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,590 | RemainingDistriFromCorpusAmt |
| Total Corpus | $99,464 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $99,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,562 | ExcessFromYear2Amt |
| Excess From Year1 | $47,312 | ExcessFromYear1Amt |
| Excess From Current Year | $50,590 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALICE LLOYD COLLEGE | |||||||
| 100 PURPSOE ROAD | PIPPA PASSES | KY | 41844 | PUBLIC | N/A | SUPPORT OF COLLEGE | $105,000 |
| CUMBERLAND COLLEGE | |||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | PUBLIC | PUBLIC | SUPPORT OF COLLEGE | $5,000 |
| BETHEL MENNONITE CAMP | |||||||
| 2773 BETHEL CHURCH ROAD | CLAYHOLE | KY | 41317 | PUBLIC | N/A | SUPPORT OF CHURCH PROGRAMS FOR YOUTH | $2,500 |
| SALVATION ARMY | |||||||
| 736 WEST MAIN ST | LEXINGTON | KY | 40508 | PUBLIC | N/A | SUPPORT TO THE HOMELESS | $6,000 |
| GALILEAN CHILDRENS HOME | |||||||
| POB 880 | LIBERTY | KY | 42539 | PUBLIC | N/A | SUPPORT OF CHILDREN'S HOME & SCHOOL | $5,000 |
| LEXINGTON RESCUE MISSION | |||||||
| POB 1050 | LEXINGTON | KY | 40588 | PUBLIC | N/A | SUPPORT OF RECOVERY CENTER | $56,000 |
| GOD'S PANTRY | |||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| OLD PARIS ROAD CHURCH OF GOD | |||||||
| 1859 OLD PARIS ROAD | LEXINGTON | KY | 40505 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| HOPE CENTER | |||||||
| 360 WEST LOUDEN AVE | LEXINGTON | KY | 40592 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| SAYRE SCHOOL | |||||||
| 194 NORTH LIMESTONE STREET | LEXINGTON | KY | 40507 | PUBLIC | N/A | SUPPORT OF SCHOOL | $35,000 |
| BLUEGRASS COUNCIL OF BOY SCOUTS | |||||||
| 415 NORTH BROADWAY | LEXINGTON | KY | 40508 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $2,500 |
| RONALD MCDONALD HOUSE | |||||||
| POB 22414 | LEXINGTON | KY | 40522 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $2,500 |
| LEXINGTON CHRISTIAN ACADEMY | |||||||
| POB 24057 | LEXINGTON | KY | 40524 | PUBLIC | N/A | SUPPORT OF SCHOOL PROGRAMS | $1,000 |
| FRONTIER NURSING SERVICE INC | |||||||
| 132 FNS DRIVE | WENDOVER | KY | 41775 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $1,000 |
| OLEIKA SHRINERS HOSPITAL FOUNDATION | |||||||
| 1900 RICHMOND ROAD | LXINGTON | KY | 40502 | PUBLIC | EOF | SUPPORT OF PROGRAMS | $5,000 |
| LOTTS CREEK COMMUNITY SCHOOL INC | |||||||
| 5837 LOTTS CREEK ROAD | HAZARD | KY | 41701 | PUBLIC | N/A | SUPPORT OF SCHOOL PROGRAMS | $40,000 |
| NEW LIFE DAY CENTER | |||||||
| 224 N MARTIN LUTHER KING BLVD | LEXINGTON | KY | 40507 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| BEREA BAPTIST CHURCH | |||||||
| 310 CHESTNUT STREET | BEREA | KY | 40403 | PUBLIC | N/A | SUPPORT OF CHURCH PROGRAMS | $2,500 |
| EASTERN KY UNIVERSITY | |||||||
| 521 LANCASTER AVENUE | RICHMOND | KY | 40475 | PUBLIC | N/A | SUPPORT OF UNIVERSITY | $100,000 |
| YMCA OF CENTRAL KY | |||||||
| 3251 BEAUMONT CENTRE CIRCLE | LEXINGTON | KY | 40513 | PUBLIC | N/A | SUPPORT OF ORGANIZATION | $250,000 |
| HINDMAN SETTLENT SCHOOL | |||||||
| 56 EDUCATION LANE | HINDMAN | KY | 41822 | PUBLIC | N/A | SUPPORT OF SCHOOL | $5,000 |
| BIG CREEK MISSIONS | |||||||
| 90 BULLSKIN RD | BEAR BRANCH | KY | 41714 | PUBLIC | N/A | SUPPORT OF ORGANIZATION | $10,000 |
| CAMPBELLSVILLE UNIVERSITY | |||||||
| 1 UNIVERSITY DR | CAMPBELLSVILLE | KY | 42718 | PUBLIC | N/A | SUPPORT OF UNIVERSITY | $20,000 |
| FRATERNAL ORDER OF POLICE | |||||||
| 224 NORTH MARTIN KING BLVD | LEXINGTON | KY | 40507 | PUBLIC | N/A | SUPPORT OF ORGANIZATION | $1,500 |
| THE SHEPHERD'S HOUSE | |||||||
| 154 BONNIE BRAE DRIVE | LEXINGTON | KY | 40508 | PUBLIC | N/A | SUPPORT OF ORGANIZATION | $2,500 |
| LEADERSHIP KY FOUNDATION | |||||||
| 464 CHENAULT RD | FRANKFORT | KY | 40601 | PUBLIC | EOF | SUPPORT OF FOUNDATION PROGRAMS | $60,000 |
| BLUEGRASS CARE NAVIGATORS | |||||||
| 2312 ALEXANDRIA DR | LEXINGTON | KY | 40504 | PUBLIC | N/A | SUPPORT OF ORGANIZATION | $5,000 |
| TATES CREEK BAPTIST CHURCH | |||||||
| 1255 BOONESBORO RF | RICHMOND | KY | 40475 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $2,500 |
| GOSPEL LIGHT BAPTIST CHURCH | |||||||
| 100 INDEPENDENCE DR | HAZARD | KY | 41701 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $18,000 |
| NEW HOPE BAPTIST CHURCH | |||||||
| 3825 TYRONE PIKE | VERSAILLES | KY | 40383 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| CATHOLIC ACTION CENTER | |||||||
| 1055 INDUSTRY RD | LEXINGTON | KY | 40509 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| ELKHORN CITY FIRST CHURCH | |||||||
| 200 PATTY LOVELESS DR | ELKHORN CITY | KY | 41522 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| SADIEVILLE CHRISTIAN CHURCH | |||||||
| 245 MAIN STREET | SADIEVILLE | KY | 40370 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $4,000 |
| UNIVERSITY OF THE CUMBERLANDS | |||||||
| 6178 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | PUBLIC | N/A | SUPPORT OF COLLEGE | $100,000 |
| SUMMIT COMMUNITY CHURCH | |||||||
| 101 BULLDOG LANE | HAZARD | KY | 41701 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| BELIEVIG IN FOREVER | |||||||
| 501 W SIXTH ST | LEXINGTON | KY | 40507 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| SOARING EAGLE | |||||||
| 922 WYOMING AVE | BILLINGS | MT | 59101 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $2,500 |
| NEW OPPORTUNITY SCHOOL | |||||||
| 204 CHESTNUT ST | BEREA | KY | 40403 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $900,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345,242 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $91,925 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $345,242 | ExclusionAmt |
| Related Or Exempt Function Incm | $91,925 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $437,167 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ELMER WHITAKER REVOCABLE RE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 14037 2750 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 405124037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $160,894 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Duncan Smith and Stilz | CategoryTxt |
| Amt | $10,195 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,195 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORP FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kentucky Trust Company | CategoryTxt |
| Amt | $39,528 | Amt |
| Net Investment Income | $39,528 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ELMER WHITAKER REVOCABLE TRUST | |||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 |
| ELMER WHITAKER | |||
| 2750 PARIS PIKE | LEXINGTON | KY | 40505 |
| JACK E WHITAKER | |||
| 2750 PARIS PIKE | LEXINGTON | KY | 40505 |
| ELMER WHITAKER ESTATE | |||
| POB 14037 2750 PARIS PIKE | LEXINGTON | KY | 405124037 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX EXPENSE | CategoryTxt |
| Amt | $3,262 | Amt |