2014-07-01T09:16:16-07:00 2013-12-31 DUNCAN SMITH & STILZ PSC 824 E EUCLID AVE LEXINGTON KY 40502 990PF 2013-01-01 300262001 WHITAKER FOUNDATION INC WHIT 8592995246 POB 14037 2937 PARIS PIKE LEXINGTON KY 40512 JACK E WHITAKER Secretary 2014-07-01 true Stewart A Smith P00120721 8592682221 2013 2015-12-30 17:16:21Z X 1095574 X 250 X 33693 33693 33693 50000 33943 33693 33693 4575 4575 4953 4953 1141 15 10684 4953 4575 5200 5200 15884 4953 9775 18059 28740 33693 2789 42107 42107 74589 53328 53328 458708 559466 559466 185916 183335 183335 241670 257338 257338 963672 1095574 1095574 0 X 963672 1095574 963672 1095574 963672 1095574 963672 18059 113843 1095574 1095574 FIFTH THIRD BOND P 2008-04-30 2013-05-01 50000 50000 false 17904 905542 0.01977 44909 835791 0.05373 66609 797027 0.08357 79487 721500 0.11017 69866 934662 0.07475 0.34200 0.06840 994890 68049 287 68336 9775 575 575 575 900 900 X 325 325 false false false false false false false false true true true false true false false true N/A JACK WHITAKER 8592995246 POB 14037 2937 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 ELMER WHITAKER POB 14037 2937 PARIS PIKE LEXINGTON KY 405124037 President 0.00 0 BEVERLY R WHITAKER POB 14037 2937 PARIS PIKE LEXINGTON KY 405124037 Director 0.00 0 JACK E WHITAKER POB 14037 2937 PARIS PIKE LEXINGTON KY 405124037 Secretary 0.00 0 MITCH DURHAM POB 14037 2937 PARIS PIKE LEXINGTON KY 405124037 Treasurer 0.00 0 NONE NONE 931179 78862 0 1010041 0 1010041 15151 994890 49745 49745 575 575 49170 49170 49170 9775 9775 9775 49170 4945 43946 27390 3694 79975 9775 0 9775 39395 39395 40580 0 40580 9496 27390 3694 ELMER WHITAKER X ALICE LLOYD COLLEGE 100 PURPSOE ROAD PIPPA PASSES KY 41844 PUBLIC N/A SUPPORT OF COLLEGE 5000 SCOTT ROSE FOUNDATION POB 5001 LONDON KY 40745 PUBLIC PUBLIC SUPPORT OF FOUNDATION PROGRAMS 200 5200 14 14 33693 33693 33693 false false false false false false false false false false Duncan Smith and Stilz 4575 0 0 4575 FIFTH THIRD BANK BOND GENERAL ELECTRIC CAPITAL 52350 52350 GOLDMAN SACHS BOND 41702 41702 MORGAN STANLEY BOND 39492 39492 RIOLIN BOND 49791 49791 AT&T, INC. 38676 38676 CITIGROUP, INC. 8963 8963 EXXON MOBIL CORP 80960 80960 GENERAL ELECTRIC COMPANY 37728 37728 PFIZER, INC. 43311 43311 WAL-MART STORES, INC. 23607 23607 JOHNSON & JOHNSON 45795 45795 LOWES COMPANIES 19820 19820 MMM COMPANY 21038 21038 NOVARTIS AG ADR 40190 40190 SYSCO 21660 21660 EXELON CORP 16434 16434 PAYCHEX INC 36424 36424 PROCTOR & GAMBLE 24423 24423 RAYONIER INC 18945 18945 SPECTRA ENERGY 32058 32058 ABBOTT LABS 15332 15332 INTEL 12978 12978 ABBIEVIE INC 21124 21124 T ROWE PRICE HIGH YIELD FMV 27578 27578 VANGUARD HIGH YIELD CORPORATE FMV 26275 26275 COLUMBIA ACORN Z FMV 20333 20333 BUFFALO SMALL CAP FMV 17874 17874 DODGE & COX INTERNATIONAL FMV 18508 18508 FIDELITY DIVERSIFIED INTERNATIONAL FMV 13240 13240 T ROWE PRICE INTL DISCOVERY FMV 10356 10356 T ROWE PRICE EMERGING MARKETS FMV 9360 9360 T ROWE PRICE MID CAP VALUE FMV 20905 20905 THIRD AVENUE REIT VALUE FMV 13207 13207 VANGUARD REIT INDEX FMV 7645 7645 FIDELITY FLOATING RATE HI INCOME FMV 20589 20589 HARBOR REAL RETURN FMV 13857 13857 ISHARES TR S & P US PREFERED FMV 14732 14732 FIDELITY REAL ESTATE INCOME FMV 5173 5173 FIDELITY NEW MKTS INCOME FMV 17706 17706 CORP FILING FEE 15 Kentucky Trust Company 4953 4953 0 0 ELMER WHITAKER REVOCABLE TRUST POB 14037 2937 PARIS PIKE LEXINGTON KY 405124037 ELMER WHITAKER 2750 PARIS PIKE LEXINGTON KY 40505 JACK E WHITAKER 2750 PARIS PIKE LEXINGTON KY 40505 INCOME TAX EXPENSE 1141