WHITAKER FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WHITAKER FOUNDATION INC (EIN 30-0262001)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-02
- IRS object ID
- 201701539349100405
- Schema version
- 2016v3.0
- 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 | 2017-06-02T08:30:01-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-06-02 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,970,417 | 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 | $16,298,139 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $92,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,625 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $92,625 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,055 | GrossSalesPriceAmt |
| Total Rev And Expnss | $16,385,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,625 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $92,625 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,560 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $7,560 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,664 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,664 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $776 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $25,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,560 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $453,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $453,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $478,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $461,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,907,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,961 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $92,625 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,638 | CashBOYAmt |
| Cash EOY | $18,463 | CashEOYAmt |
| Cash EOYFMV | $18,463 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,278,097 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,278,097 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $579,335 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,458,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,458,345 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $216,341 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,554,748 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,554,748 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $216,836 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,660,764 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,660,764 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,082,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,970,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,970,417 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,082,340 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,970,417 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,082,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,970,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,082,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,970,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,082,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,907,039 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,989,379 | SubtotalAmt |
| Other Decreases | $18,962 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,970,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150.00 SH RAYONIER INC | P | 2010-08-23 | 2016-03-31 | $3,678 | $4,736 | -$1,058 | -$1,058 |
| 300.00 SH RAYONIER INC | P | 2010-08-02 | 2016-03-31 | $7,356 | $9,924 | -$2,568 | -$2,568 |
| RIO TINTO FIN 2.25% | P | 2013-10-08 | 2016-10-27 | $51,109 | $50,000 | $1,109 | $1,109 |
| GE CAPITAL 2.95% | P | 2011-05-25 | 2016-05-10 | $50,000 | $50,455 | -$455 | -$455 |
| 1000.00 SH WELLS FARGO & CO | P | 2016-08-15 | 2016-09-23 | $45,809 | $48,050 | -$2,241 | -$2,241 |
| PFIZER LITIGATION PROCEEDS | P | 2016-12-12 | 2016-11-17 | $103 | $103 | $103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,110 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,138 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,206 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,094,441 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05044 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,068,543 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02403 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,775 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $994,890 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00983 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,904 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $905,542 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01977 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,909 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $835,791 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05373 | DistributionYr5Rt |
| Total Distribution | 0.157799 | TotalDistributionRt |
| Average Distribution | 0.031560 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,292,157 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $261,700 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $760 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $262,460 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $461,160 | 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 | $760 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $760 | SubtotalAmt |
| Tax Based On Investment Income | $760 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $559 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,059 | TotalPaymentsAndCreditsAmt |
| Overpayment | $299 | OverpaymentAmt |
| Applied To ES Tax | $299 | AppliedToESTaxAmt |
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 | $2,272,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,145,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,418,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,418,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,292,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $414,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $414,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $760 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $760 | TotalTaxAmt |
| Distributable Before Adj | $413,848 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $413,848 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $413,848 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $461,160 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $461,160 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $760 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $460,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $413,848 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,694 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $1,562 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,256 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $461,160 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $413,848 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,312 | RemainingDistriFromCorpusAmt |
| Total Corpus | $52,568 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,694 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,874 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,562 | ExcessFromYear1Amt |
| Excess From Current Year | $47,312 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 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 | $5,000 |
| 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 | $1,000 |
| 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 | $1,000 |
| 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 | $3,000 |
| HOSPICE OF THE BLUEGRASS | |||||||
| 2312 ALEXANDRIA DRIVE | LEXINGTON | KY | 40504 | PUBLIC | N/A | SUPPORT TO THE TERMINALLY ILL | $2,000 |
| 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 | $42,500 |
| BLUEGRASS COUNCIL OF BOY SCOUTS | |||||||
| 415 NORTH BROADWAY | LEXINGTON | KY | 40508 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $1,000 |
| MARCH OF DIMES BIRTH DEFECTS FOUNDA | |||||||
| POB 2610 | BOWLING GREEN | KY | 42101 | PUBLIC | EOF | SUPPORT OF FOUNDATION PROGRAMS | $100 |
| RONALD MCDONALD HOUSE | |||||||
| POB 22414 | LEXINGTON | KY | 40522 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $1,000 |
| LEXINGTON CHRISTIAN ACADEMY | |||||||
| POB 24057 | LEXINGTON | KY | 40524 | PUBLIC | N/A | SUPPORT OF SCHOOL PROGRAMS | $2,500 |
| FRONTIER NURSING SERVICE INC | |||||||
| 132 FNS DRIVE | WENDOVER | KY | 41775 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $1,500 |
| LEXINGTON RESCUE MISSION INC | |||||||
| 649 N LIMESTONE STREET | LEXINGTON | KY | 40507 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $2,500 |
| OLEIKA SHRINERS HOSPITAL FOUNDATION | |||||||
| 1900 RICHMOND ROAD | LXINGTON | KY | 40502 | PUBLIC | EOF | SUPPORT OF PROGRAMS | $2,000 |
| LOTTS CREEK COMMUNITY SCHOOL INC | |||||||
| 5837 LOTTS CREEK ROAD | HAZARD | KY | 41701 | PUBLIC | N/A | SUPPORT OF SCHOOL PROGRAMS | $1,000 |
| NEW LIFE DAY CENTER | |||||||
| 224 N MARTIN LUTHER KING BLVD | LEXINGTON | KY | 40507 | PUBLIC | N/A | SUPPORT OF PROGRAMS | $2,000 |
| BEREA BAPTIST CHURCH | |||||||
| 310 CHESTNUT STREET | BEREA | KY | 40403 | PUBLIC | N/A | SUPPORT OF CHURCH PROGRAMS | $1,000 |
| EASTERN KY UNIVERSITY | |||||||
| 521 LANCASTER AVENUE | RICHMOND | KY | 40475 | PUBLIC | N/A | SUPPORT OF UNIVERSITY | $500 |
| 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 | $1,000 |
| BELLARMINE UNIVERSITY | |||||||
| 2001 NEWBURG RD | LOUISVILLE | KY | 40205 | PUBLIC | N/A | SUPPORT OF UNIVERSITY | $1,000 |
| BIG CREEK MISSIONS | |||||||
| 90 BULLSKIN RD | BEAR BRANCH | KY | 41714 | PUBLIC | N/A | SUPPORT OF ORGANIZATION | $1,000 |
| CAMPBELLSVILLE UNIVERSITY | |||||||
| 1 UNIVERSITY DR | CAMPBELLSVILLE | KY | 42718 | PUBLIC | N/A | SUPPORT OF UNIVERSITY | $10,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 3050 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | PUBLIC | POF | SUPPORT OF FOUNDATION ACTIVITIES | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $453,600 | 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 | $92,625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,110 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $92,625 | ExclusionAmt |
| Related Or Exempt Function Incm | -$5,110 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,515 | 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 ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 14037 2937 PARIS PIKE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 405124037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,297,839 | 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 | $7,560 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,560 | 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 | $15 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kentucky Trust Company | CategoryTxt |
| Amt | $16,664 | Amt |
| Net Investment Income | $16,664 | 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 | $776 | Amt |