2022-04-19T06:13:39-07:00 2021-12-31 610997274 DUNCAN SMITH & STILZ PSC 824 E EUCLID AVE LEXINGTON KY 40502 990PF 2021-01-01 300262001 WHITAKER FOUNDATION INC WHIT 8592995246 POB 14037 2750 PARIS PIKE LEXINGTON KY 40512 JACK E WHITAKER President 2022-04-19 true JACK E WHITAKER 999009999 Andrew M Smith P00036100 8592682221 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 21214795 X X 471660 471660 471660 561429 1519996 561429 302506 1033089 1033089 774166 10975 10975 51154 51154 22239 15 84383 51154 10975 937500 937500 1021883 51154 948475 11206 981935 774166 18875 13297 13297 795516 1054780 1054780 9429638 10774462 10774462 3867309 3742395 3742395 5433789 5629861 5629861 19545127 21214795 21214795 0 X 19545127 21214795 19545127 21214795 19545127 21214795 19545127 11206 1658462 21214795 21214795 LONG TERM CAPITAL GAIN DISTRIBUTIONS P 2021-12-12 2021-12-31 302506 302506 302506 400.00 SH LOWES P 2017-03-17 2021-10-07 83528 32792 50736 50736 300.00 SH LOWES P 2016-08-08 2021-10-07 62646 24633 38013 38013 500.00 SH MICROSOFT P 2017-06-03 2021-10-07 147544 36220 111324 111324 250.00 SH MICROSOFT P 2017-08-24 2021-10-07 73772 18007 55765 55765 4000.00 SH WELLS FARGO & CO P 2002-07-10 2021-09-15 100000 100934 -934 -934 CATERPILLAR 2.0% DUE 09/15/23 P 2016-09-10 2021-11-01 250000 250000 DAIMLER FINANCE 2.2% DUE 10/30/21 P 2017-01-24 2021-11-01 250000 244988 5012 5012 FIFTH THIRD 3.35% DUE 07/26/21 P 2018-09-10 2021-06-28 250000 250993 -993 -993 561429 302506 13649 13649 13649 14300 14300 X 651 651 false false false false false false false true true KY true false false false false true N/A JACK WHITAKER 8592995246 POB 14037 2750 PARIS PIKE LEXINGTON KY 405124037 false false false false false false false false false false false false false false false false false false false false false false JACQUELIN W MURPHY POB 14037 2750 PARIS PIKE LEXINGTON KY 405124037 Vice President 0.00 0 BEVERLY R BALES 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 NONE NONE 19710374 1153286 0 20863660 0 20863660 312955 20550705 1027535 1027535 13649 13649 1013886 1013886 1013886 948475 948475 1013886 20993 50590 56800 47126 175509 948475 0 948475 65411 65411 110098 0 110098 6172 56800 47126 X ALICE LLOYD COLLEGE 100 PURPSOE ROAD PIPPA PASSES KY 41844 PUBLIC N/A SUPPORT OF COLLEGE 265000 BETHEL MENNONITE CAMP 2773 BETHEL CHURCH ROAD CLAYHOLE KY 41317 PUBLIC N/A SUPPORT OF CHURCH PROGRAMS FOR YOUTH 3000 SALVATION ARMY 736 WEST MAIN ST LEXINGTON KY 40508 PUBLIC N/A SUPPORT TO THE HOMELESS 16000 GALILEAN CHILDRENS HOME POB 880 LIBERTY KY 42539 PUBLIC N/A SUPPORT OF CHILDREN'S HOME & SCHOOL 10000 LEXINGTON RESCUE MISSION POB 1050 LEXINGTON KY 40588 PUBLIC N/A SUPPORT OF RECOVERY CENTER 100000 OLD PARIS ROAD CHURCH OF GOD 1859 OLD PARIS ROAD LEXINGTON KY 40505 PUBLIC N/A SUPPORT OF PROGRAMS 5000 SAYRE SCHOOL 194 NORTH LIMESTONE STREET LEXINGTON KY 40507 PUBLIC N/A SUPPORT OF SCHOOL 10000 RONALD MCDONALD HOUSE POB 22414 LEXINGTON KY 40522 PUBLIC N/A SUPPORT OF PROGRAMS 5000 LEXINGTON CHRISTIAN ACADEMY POB 24057 LEXINGTON KY 40524 PUBLIC N/A SUPPORT OF SCHOOL PROGRAMS 10000 OLEIKA SHRINERS HOSPITAL FOUNDATION 1900 RICHMOND ROAD LXINGTON KY 40502 PUBLIC EOF SUPPORT OF PROGRAMS 5000 LOTTS CREEK COMMUNITY SCHOOL INC 5837 LOTTS CREEK ROAD HAZARD KY 41701 PUBLIC N/A SUPPORT OF SCHOOL PROGRAMS 25000 BEREA BAPTIST CHURCH 310 CHESTNUT STREET BEREA KY 40403 PUBLIC N/A SUPPORT OF CHURCH PROGRAMS 5000 EASTERN KY UNIVERSITY 521 LANCASTER AVENUE RICHMOND KY 40475 PUBLIC N/A SUPPORT OF UNIVERSITY 10000 YMCA OF CENTRAL KY 3251 BEAUMONT CENTRE CIRCLE LEXINGTON KY 40513 PUBLIC N/A SUPPORT OF ORGANIZATION 150000 BIG CREEK MISSIONS 90 BULLSKIN RD BEAR BRANCH KY 41714 PUBLIC N/A SUPPORT OF ORGANIZATION 10000 THE SHEPHERD'S HOUSE 154 BONNIE BRAE DRIVE LEXINGTON KY 40508 PUBLIC N/A SUPPORT OF ORGANIZATION 5000 LEADERSHIP KY FOUNDATION 464 CHENAULT RD FRANKFORT KY 40601 PUBLIC EOF SUPPORT OF FOUNDATION PROGRAMS 105000 BLUEGRASS CARE NAVIGATORS 2312 ALEXANDRIA DR LEXINGTON KY 40504 PUBLIC N/A SUPPORT OF ORGANIZATION 10000 GOSPEL LIGHT BAPTIST CHURCH 100 INDEPENDENCE DR HAZARD KY 41701 PUBLIC N/A SUPPORT OF PROGRAMS 20000 ELKHORN CITY FIRST BAPTIST CHURCH 200 PATTY LOVELESS DR ELKHORN CITY KY 41522 PUBLIC N/A SUPPORT OF PROGRAMS 5000 UNIVERSITY OF THE CUMBERLANDS 6178 COLLEGE STATION DR WILLIAMSBURG KY 40769 PUBLIC N/A SUPPORT OF COLLEGE 10000 BELIEVIG IN FOREVER 501 W SIXTH ST LEXINGTON KY 40507 PUBLIC N/A SUPPORT OF PROGRAMS 5000 SOARING EAGLE 922 WYOMING AVE BILLINGS MT 59101 PUBLIC N/A SUPPORT OF PROGRAMS 2500 COMMUNITY PARTNERS - HOPE CENTER 360 W LOUDON AVE LEXINGTON KY 40508 PUBLIC NA SUPPORT OF PROGRAMS 2500 LAUREL MISSION 77 CEDAR CHAPEL RD BIG LAUREL KY 40808 N/A SUPPORT OF PROGRAMS 6000 GEORGE MOXLEY MINISTRY 2416 GEORGOA HWY 203 JESSUP GA 31545 N/A SUPPORT OF PROGRAMS 20000 KY UNITED METHODISTS CHILDRENS HOME 1115 ASH GROVE PIKE NICHOLASVILLE KY 40356 N/A SUPPORT OF PROGRAMS 2500 HOSPICE CARE PLUS OF MADISON COUNTY 208 KIDD DR BEREA KY 40403 PUBLIC SUPPORT OF PROGRAMS 5000 NEW OPPORTUNITY SCHOOL FOR WOMEN FO POB 273 BEREA KY 40403 PUBLIC SUPPORT OF PROGRAMS 10000 AMEN HOUSE 319 E MAIN ST GEORGETOWN KY 40324 PUBLIC SUPPORT OF PROGRAMS 10000 CHRISTIAN STUDENT FELLOWSHIP 502 COLUMBIA AVE LEXINGTON KY 40508 PUBLIC SUPPORT OF PROGRAMS 40000 DV8 KITCHEN 867 S BROADWAY LEXINGTON KY 40504 PUBLIC SUPPORT OF PROGRAMS 25000 HOUSING DEVELOPMENT ALLIANCE INC POB 7284 HAZARD KY 41702 PUBLIC SUPPORT OF PROGRAMS 25000 937500 14 14 471660 561429 1033089 1033089 false false false false false false false false false false Duncan Smith and Stilz 10975 0 0 10975 CORP FILING FEE 15 Kentucky Trust Company 51186 51186 0 0 Other 32 -32 0 0 INCOME TAX EXPENSE 12588 INCOME TAX EXPENSE - FOREIGN 9651