2018-07-30T05:08:59-07:00 2017-12-31 610997274 DUNCAN SMITH & STILZ PSC 824 E EUCLID AVE LEXINGTON KY 40502 990PF 2017-01-01 300262001 WHITAKER FOUNDATION INC WHIT 8592995246 POB 14037 2750 PARIS PIKE LEXINGTON KY 40512 JACK E WHITAKER President 2018-07-30 true Andrew M Smith P00036100 8592682221 2017 2022-09-23 18:48:47Z X 17672446 X 160919 345242 345242 345242 91925 471642 91925 94161 598086 437167 439403 10195 10195 39528 39528 3262 35 53020 39528 10195 900000 900000 953020 39528 910195 -354934 397639 439403 18463 7258 7258 10278097 3610523 3610523 2458345 5922631 5922631 2554748 3869254 3869254 1660764 4262780 4262780 16970417 17672446 17672446 0 X 16970417 17672446 16970417 17672446 16970417 17672446 16970417 -354934 1056963 17672446 17672446 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 21960 27466 -5506 -5506 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 100000 101938 -1938 -1938 VOLKSWAGON BOND MATURED P 2016-08-31 2017-11-21 250000 250298 -298 -298 LONG TERM CAPITAL GAIN DISTRIBUTIONS P 2017-12-12 2017-12-31 99435 99435 99435 91925 94161 false 460400 8292157 0.05552 55206 1094441 0.05044 25675 1068543 0.02403 9775 994890 0.00983 17904 905542 0.01977 0.159589 0.031918 17271627 551276 3976 555252 910195 X 3976 3976 3976 799 799 3177 false false false false false false false false true true KY true false true 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 false false false false 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 NONE NONE 11731987 5802660 0 17534647 0 17534647 263020 17271627 863581 863581 3976 3976 859605 859605 859605 910195 910195 3976 906219 859605 1562 47312 48874 910195 0 859605 50590 99464 0 99464 1562 47312 50590 X ALICE LLOYD COLLEGE 100 PURPSOE ROAD PIPPA PASSES KY 41844 PUBLIC N/A SUPPORT OF COLLEGE 105000 CUMBERLAND COLLEGE 6191 COLLEGE STATION DR WILLIAMSBURG KY 40769 PUBLIC PUBLIC SUPPORT OF COLLEGE 5000 BETHEL MENNONITE CAMP 2773 BETHEL CHURCH ROAD CLAYHOLE KY 41317 PUBLIC N/A SUPPORT OF CHURCH PROGRAMS FOR YOUTH 2500 SALVATION ARMY 736 WEST MAIN ST LEXINGTON KY 40508 PUBLIC N/A SUPPORT TO THE HOMELESS 6000 GALILEAN CHILDRENS HOME POB 880 LIBERTY KY 42539 PUBLIC N/A SUPPORT OF CHILDREN'S HOME & SCHOOL 5000 LEXINGTON RESCUE MISSION POB 1050 LEXINGTON KY 40588 PUBLIC N/A SUPPORT OF RECOVERY CENTER 56000 GOD'S PANTRY 1685 JAGGIE FOX WAY LEXINGTON KY 40511 PUBLIC N/A SUPPORT OF PROGRAMS 5000 OLD PARIS ROAD CHURCH OF GOD 1859 OLD PARIS ROAD LEXINGTON KY 40505 PUBLIC N/A SUPPORT OF PROGRAMS 5000 HOPE CENTER 360 WEST LOUDEN AVE LEXINGTON KY 40592 PUBLIC N/A SUPPORT OF PROGRAMS 5000 SAYRE SCHOOL 194 NORTH LIMESTONE STREET LEXINGTON KY 40507 PUBLIC N/A SUPPORT OF SCHOOL 35000 BLUEGRASS COUNCIL OF BOY SCOUTS 415 NORTH BROADWAY LEXINGTON KY 40508 PUBLIC N/A SUPPORT OF PROGRAMS 2500 RONALD MCDONALD HOUSE POB 22414 LEXINGTON KY 40522 PUBLIC N/A SUPPORT OF PROGRAMS 2500 LEXINGTON CHRISTIAN ACADEMY POB 24057 LEXINGTON KY 40524 PUBLIC N/A SUPPORT OF SCHOOL PROGRAMS 1000 FRONTIER NURSING SERVICE INC 132 FNS DRIVE WENDOVER KY 41775 PUBLIC N/A SUPPORT OF PROGRAMS 1000 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 40000 NEW LIFE DAY CENTER 224 N MARTIN LUTHER KING BLVD LEXINGTON KY 40507 PUBLIC N/A SUPPORT OF PROGRAMS 5000 BEREA BAPTIST CHURCH 310 CHESTNUT STREET BEREA KY 40403 PUBLIC N/A SUPPORT OF CHURCH PROGRAMS 2500 EASTERN KY UNIVERSITY 521 LANCASTER AVENUE RICHMOND KY 40475 PUBLIC N/A SUPPORT OF UNIVERSITY 100000 YMCA OF CENTRAL KY 3251 BEAUMONT CENTRE CIRCLE LEXINGTON KY 40513 PUBLIC N/A SUPPORT OF ORGANIZATION 250000 HINDMAN SETTLENT SCHOOL 56 EDUCATION LANE HINDMAN KY 41822 PUBLIC N/A SUPPORT OF SCHOOL 5000 BIG CREEK MISSIONS 90 BULLSKIN RD BEAR BRANCH KY 41714 PUBLIC N/A SUPPORT OF ORGANIZATION 10000 CAMPBELLSVILLE UNIVERSITY 1 UNIVERSITY DR CAMPBELLSVILLE KY 42718 PUBLIC N/A SUPPORT OF UNIVERSITY 20000 FRATERNAL ORDER OF POLICE 224 NORTH MARTIN KING BLVD LEXINGTON KY 40507 PUBLIC N/A SUPPORT OF ORGANIZATION 1500 THE SHEPHERD'S HOUSE 154 BONNIE BRAE DRIVE LEXINGTON KY 40508 PUBLIC N/A SUPPORT OF ORGANIZATION 2500 LEADERSHIP KY FOUNDATION 464 CHENAULT RD FRANKFORT KY 40601 PUBLIC EOF SUPPORT OF FOUNDATION PROGRAMS 60000 BLUEGRASS CARE NAVIGATORS 2312 ALEXANDRIA DR LEXINGTON KY 40504 PUBLIC N/A SUPPORT OF ORGANIZATION 5000 TATES CREEK BAPTIST CHURCH 1255 BOONESBORO RF RICHMOND KY 40475 PUBLIC N/A SUPPORT OF PROGRAMS 2500 GOSPEL LIGHT BAPTIST CHURCH 100 INDEPENDENCE DR HAZARD KY 41701 PUBLIC N/A SUPPORT OF PROGRAMS 18000 NEW HOPE BAPTIST CHURCH 3825 TYRONE PIKE VERSAILLES KY 40383 PUBLIC N/A SUPPORT OF PROGRAMS 5000 CATHOLIC ACTION CENTER 1055 INDUSTRY RD LEXINGTON KY 40509 PUBLIC N/A SUPPORT OF PROGRAMS 5000 ELKHORN CITY FIRST CHURCH 200 PATTY LOVELESS DR ELKHORN CITY KY 41522 PUBLIC N/A SUPPORT OF PROGRAMS 5000 SADIEVILLE CHRISTIAN CHURCH 245 MAIN STREET SADIEVILLE KY 40370 PUBLIC N/A SUPPORT OF PROGRAMS 4000 UNIVERSITY OF THE CUMBERLANDS 6178 COLLEGE STATION DR WILLIAMSBURG KY 40769 PUBLIC N/A SUPPORT OF COLLEGE 100000 SUMMIT COMMUNITY CHURCH 101 BULLDOG LANE HAZARD KY 41701 PUBLIC N/A SUPPORT OF PROGRAMS 5000 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 NEW OPPORTUNITY SCHOOL 204 CHESTNUT ST BEREA KY 40403 PUBLIC N/A SUPPORT OF PROGRAMS 5000 900000 14 14 345242 91925 345242 91925 437167 false false false false false false false false false false X X 1 ELMER WHITAKER REVOCABLE RE TRUST POB 14037 2750 PARIS PIKE LEXINGTON KY 405124037 160894 X Duncan Smith and Stilz 10195 0 0 10195 CORP FILING FEE 35 Kentucky Trust Company 39528 39528 0 0 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 INCOME TAX EXPENSE 3262