WHITAKER FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WHITAKER FOUNDATION INC (EIN 30-0262001)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-13
- IRS object ID
- 201131649349100203
- Schema version
- 2010v3.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-13T08:09:36-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNCAN SMITH & STILZ PSC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 E EUCLID AVE STE 200 | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 405021792 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300262001 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITAKER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHIT | NameControl |
| Phone | 8592995246 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 14037 2937 PARIS PIKE | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 40512 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACK E WHITAKER | Name |
| Title | Secretary | Title |
| Date Signed | 2011-06-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Andrew M Smith | Name |
| Phone | 8592682221 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 869402 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50250 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 30676 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 30676 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 30676 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 5017 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 86373 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5017 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 2320 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 85943 | TotalRevenueAndExpenses |
| Total Net Investment Income | 35693 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 32996 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 4925 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 4925 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4050 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4050 | OtherProfFeesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 4 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 8979 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4050 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4925 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 62000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 62000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 70979 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4050 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 66925 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14964 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31643 | NetInvestmentIncome |
| Adjusted Net Income | 32996 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12257 | CashBOY |
| Cash EOY | 45577 | CashEOY |
| Cash EOYFMV | 45577 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 9518 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 9699 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 9699 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 492726 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 536154 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 536154 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 251480 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 206844 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 206844 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 48575 | InvestmentsOtherBOY |
| Investments Other EOY | 71128 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 71128 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 814556 | TotalAssetsBOY |
| Total Assets EOY | 869402 | TotalAssetsEOY |
| Total Assets EOYFMV | 869402 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 814556 | UnrestrictedBOY |
| Unrestricted EOY | 869402 | UnrestrictedEOY |
| Total Net Assets BOY | 814556 | TotalNetAssetsBOY |
| Total Net Assets EOY | 869402 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 814556 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 869402 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 814556 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14964 | ExcessOfRevenueOverExpenses |
| Other Increases | 39882 | OtherIncreases |
| Subtotal | 869402 | Subtotal |
| Total Net Assets Fund Balances EOY | 869402 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| 4.7570 SH KINDER MORGAN MGT | P | 2010-09-16 | 2010-11-01 | 576 | 576 | 576 | |
| 4.5551 SH KINDER MORGAN MGT | P | 2010-05-18 | 2010-11-01 | 281 | 281 | 281 | |
| 4.6259 SH KINDER MORGAN MGT | P | 2010-02-26 | 2010-11-01 | 285 | 285 | 285 | |
| 19.0996 SH KINDER MORGAN MGT | P | 2010-12-12 | 2010-11-01 | 1178 | 1178 | 1178 | |
| 4.8964 SH KINDER MORGAN MGT | P | 2008-11-17 | 2010-11-01 | 302 | 302 | 302 | |
| AMERICAN GENERAL FINANCE BOND | P | 2008-07-10 | 2010-07-15 | 50000 | 50000 | ||
| KINDER MORGAN MGT | P | 2008-06-04 | 2010-11-01 | 185 | 185 | 185 | |
| 863.558 SH VANGUARD HIGH YIELD CORP | P | 2008-05-28 | 2010-11-01 | 5000 | 5000 | ||
| 211.954 SH BUFFALO SMALL CAP | P | 2008-05-14 | 2010-11-01 | 5000 | 140 | 140 | 4860 |
| 730.994 SH T ROWE PRICE HIGH YIELD | P | 2008-03-07 | 2010-11-01 | 5000 | 344 | 344 | 4656 |
| 220.004 SH KINDER MORGAN MGT | P | 2008-03-06 | 2010-11-01 | 13566 | 1481 | 1481 | 12085 |
| 479.846 SH ROYCE OPPORTUNITY | P | 2008-03-06 | 2010-11-01 | 5000 | 245 | 245 | 4755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5017 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 2320 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 79487 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 721500 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.11017 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 69866 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 934662 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.07475 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 58975 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1055552 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05587 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 74610 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1012921 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.07366 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 70390 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1007147 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.06989 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.38434 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07687 | AverageDistributionRatio |
| Net Noncharitable Assets | 797027 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 61266 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 316 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 61582 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 66925 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 316 | InvestmentIncomeExciseTax |
| Subtotal | 316 | Subtotal |
| Tax Based On Investment Income | 316 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 545 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 545 | TotalCreditsAndPayments |
| Overpayment | 229 | Overpayment |
| Amount Credited To Next Year | 229 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELMER WHITAKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8592995246 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 14037 2937 PARIS PIKE | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 405124037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| WALLACE WARFIELD | ||||||
| POB 14037 2937 PARIS PIKE | LEXINGTON | KY | 405124037 | Treasurer | 0.00 | 0 |
| JACK E WHITAKER | ||||||
| POB 14037 2937 PARIS PIKE | LEXINGTON | KY | 405124037 | Secretary | 0.00 | 0 |
| BEVERLY R WHITAKER | ||||||
| POB 14037 2937 PARIS PIKE | LEXINGTON | KY | 405124037 | Director | 0.00 | 0 |
| ELMER WHITAKER | ||||||
| POB 14037 2937 PARIS PIKE | LEXINGTON | KY | 405124037 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 785401 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23763 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 809164 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 809164 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12137 | CashDeemedCharitable |
| Net Noncharitable Assets | 797027 | NetNoncharitableAssets |
| Minimum Investment Return | 39851 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39851 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 316 | TaxBasedOnInvestmentIncome |
| Total Tax | 316 | TotalTax |
| Distributable Amount Before Adj | 39535 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 39535 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 39535 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 66925 | ExpensesAndContributions |
| Qualifying Distributions | 66925 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 316 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 66609 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 39535 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 3860 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 24694 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6968 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 24509 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 43946 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 103977 | TotalExcessDistriCarryover |
| Qualifying Distributions | 66925 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 39535 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 27390 | RemainingDistriFromCorpus |
| Total Corpus | 131367 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3860 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 127507 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 24694 | ExcessFromYear4 |
| Excess From Year3 | 6968 | ExcessFromYear3 |
| Excess From Year2 | 24509 | ExcessFromYear2 |
| Excess From Year1 | 43946 | ExcessFromYear1 |
| Excess From Current Year | 27390 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELMER WHITAKER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| MARKEY CANCER FOUNDATION | ||||||
| 800 ROSE STREET | LEXINGTON | KY | 40536 | PUBLIC | SUPPORT OF PROGRAMS FOR TREATMENT AND PREVENTION OF CANCER | $200 |
| BETHEL MENNONITE CAMP | ||||||
| 2773 BETHEL CHURCH ROAD | CLAYHOLE | KY | 41721 | SUPPORT OF CHURCH CAMP PROGRAMS | $500 | |
| OLD PARIS ROAD CHURCH OF GOD | ||||||
| POB 12822 | LEXINGTON | KY | 40583 | SUPPORT OF CHURCH PROGRAMS | $5,000 | |
| REAGAN RANCH | ||||||
| 217 STATE STREET | SANTA BARBARA | CA | 93101 | SUPPORT OF FOUNDATION PROGRAMS | $50 | |
| BUCKHORN CREEK MENNONITE CHURCH | ||||||
| 2600 BETHEL CHURCH ROAD | CLAYHOLE | KY | 41721 | SUPPORT OF CHURCH PROGRAMS | $1,000 | |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASDINGTON | DC | 20002 | PUBLIC | SUPPORT OF FOUNDATION PROGRAMS | $1,000 |
| LOTTS CREEK COMMUNITY SCHOOL | ||||||
| 5837 LOTTS CREEK ROAD | HAZARD | KY | 41701 | SUPPORT OF SCHOOL. | $1,000 | |
| AMERICAN HEART ASSOCIATION | ||||||
| 210 MALABU DRIVE | LEXINGTON | KY | 40502 | SUPPORT OF PROGRAM TO PREVENT CARDIO VASCULAR DISEASE. | $1,000 | |
| MARCH OF DIMES | ||||||
| 196 WEST LOWRY LANE | LEXINGTON | KY | 40503 | SUPPORT OF PROGRAMS FOR CHILDREN BORN WITH BIRTH DEFECTS AND THEIR PREVENTION. | $400 | |
| SPECIAL OLYMPICS KENTUCKY | ||||||
| 105 LAKEVIEW COURT | FRANKFORT | KY | 40601 | SUPPORT FOR PROGRAMS FOR PEOPLE WITH MENTAL RETARDATION. | $200 | |
| CARDINAL HILL REHABILITATION HOSPIT | ||||||
| 2050 VERSAILLES ROAD | LEXINGTON | KY | 40504 | SUPPORT OF PROGRAMS FOR PEOPLE WITH DISABILITIES AND THEIR REHABILITATION. | $1,000 | |
| ST JUDES CHILDREN RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | SUPPORT OF PROGRAM FOR CHILDREN'S MEDICAL RESEARCH AND TREATMENT. | $200 | |
| BOYS TOWN | ||||||
| 378 BUCHER DRIVE | BOYS TOWN | NE | 68010 | SUPPORT OF PROGRAMS FOR YOUTH AND THEIR FAMILIES. | $200 | |
| RONALD MCDONALD HOUSE | ||||||
| 1300 SPORTS CENTER DRIVE | LEXINGTON | KY | 40502 | SUPPORT FOR PROGRAM IMPROVING HEALTH AND WELL BEINF OD CHILDREN. | $200 | |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 436 KINSWOOD DRIVE | LEXINGTON | KY | 40502 | SUPPORT OF PROGRAM FOR MEDICAL RESEARCH | $1,000 | |
| AMERICAN INDIAN RELIEF COUNCIL | ||||||
| POB 6200 | RAPID CITY | SD | 57709 | SUPPORT OF NONPROFIT PROGRAM FOR NATIONAL RELIEF CHARITIES | $500 | |
| FRATERNAL ORDER OF POLICE | ||||||
| 224 NORTH MARTIN LUTHER KING BLVD | LEXINGTON | KY | 40507 | SUPPORT OF PROGRAM FOR SUPPORTING LAW ENFORCEMENT OFFICERS AND THE COMMUNITY SERVED. | $1,000 | |
| ALZHEIMERS DISEASE RESEARCH FOUNDAT | ||||||
| 1236 GINGER CRESCENT | VIRGINIA BEACH | VA | 23453 | PUBLIC | SUPPORT OF PROGRAM FOR MEDICAL RESEARCH | $200 |
| CAMP HORSIN' AROUND | ||||||
| 900 CONTRACT STREET | LEXINGTON | KY | 40505 | SUPPORT OF PROGRAMS PROVIDING CAMPING EXPERIENCES FOR HEALTH COMPROMISED CHILDREN. | $1,000 | |
| BOY SCOUTS OF AMERICA | ||||||
| 3473 YORKSHIRE MEDICAL PARK | LEXINGTON | KY | 40509 | SUPPORT OF PROGRAM FOR MENTAL AND PHYSICAL DEVELOPMENT OF YOUNG MEN. | $1,100 | |
| LEXINGTON RESCUE MISSION | ||||||
| POB 1050 | LEXINGTON | KY | 40588 | SUPPORT OF RECOVERY CENTER | $100 | |
| MOREHEAD STATE UNIVERSITY | ||||||
| 150 UNIVERSITY BOULEVARD | MOREHEAD | KY | 40351 | SUPPORT OF THE UNIVERSITY | $1,000 | |
| BEREA COLLEGE | ||||||
| 107 JACKSON ST | BEREA | KY | 40404 | SUPPORT OF COLLEGE | $1,000 | |
| AMERICAN CANCER SOCIETY | ||||||
| 1504 COLLEGE WAY | LEXINGTON | KY | 40502 | SUPPORT OF PROGRAMS FOR CANCER RESEARCH | $1,000 | |
| SOUTHWEST INDIAN RELIEF COUNCI | ||||||
| POB 16777 | MESA | AZ | 85211 | SUPPORT OF NONPROFIT PROGRAM FOR NATIONAL RELIEF CHARITIES | $500 | |
| MANNA HOUSE | ||||||
| 1238 FM 359 N | BROOKSHIRE | TX | 41465 | SUPPORT OF NONPROFIT ORGANIZATION | $1,000 | |
| HELP HOSPITALIZED VETERANS | ||||||
| 36585 PENFIELD LN | WINCHESTER | CA | 92596 | SUPPORT FOR PROGRAMS FOR DISABLED VETERANS | $200 | |
| DISABLED AMERICAN VETERANS | ||||||
| POB 14301 | CINCINNATI | OH | 45250 | SUPPORT FOR DISABLED VETERANS | $250 | |
| PARALYZED VETERANS OF AMERICA | ||||||
| 801 EIGHTEENTH ST | WASHINGTON | DC | 20006 | SUPPORT FOR RESEARCH AND EDUCATION OF PUBLIC ABOUT SPINAL CORD | $200 | |
| VETERANS OF FOREIGN WARS | ||||||
| 406 WEST 34TH STREET | KANSAS CITY | MO | 64111 | SUPPORT OF VETERANS | $400 | |
| GALILEAN CHILDRENS HOME | ||||||
| POB 880 | LIBERTY | KY | 42539 | SUPPORT OF CHILDREN'S HOME & SCHOOL | $2,000 | |
| CUMBERLAND COLLEGE | ||||||
| 6191 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | SUPPORT OF COLLEGE | $7,000 | |
| SALVATION ARMY | ||||||
| 736 WEST MAIN ST | LEXINGTON | KY | 40508 | SUPPORT TO THE HOMELESS | $10,400 | |
| HOPE CENTER | ||||||
| 360 WEST LOUDON AVE | LEXINGTON | KY | 40592 | SUPPORT OF RECOVERY CENTER | $3,000 | |
| ARTHRITIS FOUNDATION | ||||||
| 410 W CHESTNUT ST | LOUISVILLE | KY | 40202 | PUBLIC | SUPPORT OF PROGRAMS FOR ARTHRITIS RESEARCH, EDUCATION & SERVICES | $1,000 |
| GOD'S PANTRY FOOK BANK INC | ||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | SUPPORT OF EMERGENCY FOOD PROGRAMS | $3,000 | |
| ST JOSEPH HOSPITAL FOUNDATION | ||||||
| ONE SAINT JOSEPH DR | LEXINGTON | KY | 40504 | PUBLIC | SUPPORT OF PATIENTS & THEIR FAMILIES | $200 |
| HOSPICE OF THE BLUEGRASS | ||||||
| 2312 ALEXANDRIA DR | LEXINGTON | KY | 40504 | SUPPORT OF TERMINALLY ILL | $5,000 | |
| EASTERN KY UNIVERSITY | ||||||
| 521 LANCANSTER AVE | RICHMOND | KY | 40475 | SUPPORT OF THE UNIVERSITY | $2,000 | |
| BUCKHORN CHILDRENS FOUNDATION | ||||||
| 116 BUCKHORN LANE | BUCKHORN | KY | 41721 | PUBLIC | SUPPORT OF CHILD WELFARE AGENCY | $1,000 |
| ALICE LLOYD COLLEGE | ||||||
| 100 PURPSOE ROAD | PIPPA PASSES | KY | 41844 | SUPPORT OF COLLEGE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 62000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $30,676 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 5017 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,676 | ExclusionAmount |
| Related Or Exempt Function Income | 5017 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35693 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ELMER WHITAKER REVOCABLE TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 14037 2937 PARIS PIKE | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 405124037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 50000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Duncan, Smith & Stilz, PSC | Category |
| Amount | $4,925 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4925 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PROTECTIVE LIFE SECONDARY BOND | 51991 | 51991 |
| GOLDMAN SACHS BOND | 50055 | 50055 |
| FIFTH THIRD BANK BOND | 54194 | 54194 |
| CATERPILLAR FIN SERVICES BOND | 50604 | 50604 |
| AMERICAN GENERAL FINANCE BOND |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (35 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SPECTRA ENERGY | 9996 | 9996 |
| RAYONIER INC | 15756 | 15756 |
| VANGUARD REIT INDEX | 6546 | 6546 |
| THIRD AVENUE REIT VALUE | 5713 | 5713 |
| JOHNSON & JOHNSON | 18555 | 18555 |
| AT&T, INC. | 14690 | 14690 |
| PROCTOR & GAMBLE | 12866 | 12866 |
| PAYCHEX INC | 18546 | 18546 |
| EXELON CORP | 18113 | 18113 |
| T ROWE PRICE MID CAP VALUE | 16494 | 16494 |
| SYSCO | 11760 | 11760 |
| ROYCE OPPORTUNITY | 11692 | 11692 |
| T ROWE PRICE EMERGING MARKETS | 10248 | 10248 |
| T ROWE PRICE INTL DISCOVERY | 8156 | 8156 |
| NOVARTIS AG ADR | 17685 | 17685 |
| MMM COMPANY | 12945 | 12945 |
| LOWES COMPANIES | 10032 | 10032 |
| KINDER MORGAN MANAGEMENT LLC | 268 | 268 |
| JOHNSON & JOHNSON | 12370 | 12370 |
| FIDELITY DIVERSIFIED INTERNATIONAL | 10815 | 10815 |
| DODGE & COX INTERNATIONAL | 15355 | 15355 |
| DIAGEO PLC SPONSORED ADR | 11150 | 11150 |
| CINTAS CORP | 9786 | 9786 |
| BUFFALO SMALL CAP | 12553 | 12553 |
| AMERICAN EXPRESS | 8584 | 8584 |
| COLUMBIA ACORN Z | 16448 | 16448 |
| WAL-MART STORES, INC. | 26534 | 26534 |
| REGIONS FINANCIAL CORP | 15883 | 15883 |
| PFIZER, INC. | 24759 | 24759 |
| MONSANTO COMPANY | 15948 | 15948 |
| MERCK & COMPANY, INC. | 27030 | 27030 |
| GENERAL ELECTRIC COMPANY | 24618 | 24618 |
| EXXON MOBIL CORP | 58496 | 58496 |
| CITIGROUP, INC. | 8136 | 8136 |
| AT&T, INC. | 17628 | 17628 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| HARBOR REAL RETURN | FMV | 9783 | 9783 |
| FIDELITY FLOATING RATE HI INCOME | FMV | 15288 | 15288 |
| VANGUARD HIGH YIELD CORPORATE | FMV | 19906 | 19906 |
| T ROWE PRICE HIGH YIELD | FMV | 26151 | 26151 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORP FILING FEE | Description |
| Revenue And Expenses Per Books | 4 | RevenueAndExpensesPerBooks |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS INCREASE IN VALUE | Description |
| Amount | $39,882 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kentucky Trust Company | Category |
| Amount | $4,050 | Amount |
| Net Investment Income | 4050 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| JACK E WHITAKER | |||
| 2750 PARIS PIKE | LEXINGTON | KY | 40505 |
| ELMER WHITAKER | |||
| 2750 PARIS PIKE | LEXINGTON | KY | 40505 |
| ELMER WHITAKER REVOCABLE TRUST | |||
| POB 14037 2937 PARIS PIKE | LEXINGTON | KY | 405124037 |