WHITAKER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WHITAKER FOUNDATION INC (EIN 30-0262001)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-28
- IRS object ID
- 201331489349100158
- Schema version
- 2012v2.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-28T06:16:18-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | 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 | AddressLine1 |
| City | LEXINGTON | City |
| State | KY | State |
| ZIP Code | 40502 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | 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 | 2013-05-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stewart A Smith | Name |
| PTIN | P00120721 | PTIN |
| Phone | 8592682221 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 963672 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 17250 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 37034 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37034 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 37034 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 9578 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 112187 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9578 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 63862 | TotalRevenueAndExpenses |
| Total Net Investment Income | 46612 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 37034 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 4575 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 4575 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4560 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4560 | OtherProfFeesNetInvstIncm |
| Other Expenses Rev And Expnss | 15 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 9150 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4560 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4575 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 13329 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 13329 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 22479 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4560 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 17904 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 41383 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 42052 | NetInvestmentIncome |
| Adjusted Net Income | 37034 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4403 | CashBOY |
| Cash EOY | 2789 | CashEOY |
| Cash EOYFMV | 2789 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 35538 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 74589 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 74589 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 436626 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 458708 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 458708 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 194504 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 185916 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 185916 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 198975 | InvestmentsOtherBOY |
| Investments Other EOY | 241670 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 241670 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 870046 | TotalAssetsBOY |
| Total Assets EOY | 963672 | TotalAssetsEOY |
| Total Assets EOYFMV | 963672 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 870046 | UnrestrictedBOY |
| Unrestricted EOY | 963672 | UnrestrictedEOY |
| Total Net Assets BOY | 870046 | TotalNetAssetsBOY |
| Total Net Assets EOY | 963672 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 870046 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 963672 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 870046 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 41383 | ExcessOfRevenueOverExpenses |
| Other Increases | 52243 | OtherIncreases |
| Subtotal | 963672 | Subtotal |
| Total Net Assets Fund Balances EOY | 963672 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 192.00 SH WAL MART | P | 2002-06-27 | 2012-10-22 | 14784 | 10475 | 4309 | 4309 |
| PROTECTIVE LIFE BOND | P | 2008-07-10 | 2012-07-16 | 50000 | 50000 | ||
| 750.00 SH MERCK | P | 2002-06-27 | 2012-10-22 | 35557 | 32220 | 3337 | 3337 |
| 200.00 SH AMERICAN EXPRESS | P | 2008-05-15 | 2012-10-22 | 11846 | 9914 | 1932 | 1932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9578 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 44909 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 835791 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05373 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 66609 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 797027 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.08357 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 79487 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 721500 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.11017 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 69866 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 934662 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.07475 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 58975 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1055552 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05587 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.37809 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07562 | AverageDistributionRatio |
| Net Noncharitable Assets | 905542 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 68476 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 421 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 68897 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 17904 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 841 | InvestmentIncomeExciseTax |
| Subtotal | 841 | Subtotal |
| Tax Based On Investment Income | 841 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 600 | TotalCreditsAndPayments |
| Tax Due | 241 | TaxDue |
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 | 854217 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 65115 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 919332 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 919332 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13790 | CashDeemedCharitable |
| Net Noncharitable Assets | 905542 | NetNoncharitableAssets |
| Minimum Investment Return | 45277 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 45277 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 841 | TaxBasedOnInvestmentIncome |
| Total Tax | 841 | TotalTax |
| Distributable Amount Before Adj | 44436 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 44436 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 44436 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 17904 | ExpensesAndContributions |
| Qualifying Distributions | 17904 | QualifyingDistributions |
| Adj Qualifying Distributions | 17904 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 44436 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 6968 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 24509 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 43946 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 27390 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3694 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 106507 | TotalExcessDistriCarryover |
| Qualifying Distributions | 17904 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17904 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 26532 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 26532 | ExcessDistriCyovAppliedCY |
| Total Corpus | 79975 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 79975 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4945 | ExcessFromYear4 |
| Excess From Year3 | 43946 | ExcessFromYear3 |
| Excess From Year2 | 27390 | ExcessFromYear2 |
| Excess From Year1 | 3694 | ExcessFromYear1 |
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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ONE PARENT SCHOLAR HOUSE | |||||||
| POB 1458 | LEXINGTON | KY | 40588 | PUBLIC | N/A | SUPPORT OF PROGRAMS FOR SINGLE-PARENT FAMILIES | $1,000 |
| RONALD MCDONALD HOUSE | |||||||
| 1300 SPORTS CENTER DRIVE | LEXINGTON | KY | 40502 | PUBLIC | N/A | SUPPORT FOR PROGRAM IMPROVING HEALTH AND WELL BEING OF CHILDREN. | $100 |
| ALICE LLOYD COLLEGE | |||||||
| 100 PURPSOE ROAD | PIPPA PASSES | KY | 41844 | PUBLIC | N/A | SUPPORT OF COLLEGE | $5,000 |
| SALVATION ARMY | |||||||
| 736 WEST MAIN ST | LEXINGTON | KY | 40508 | PUBLIC | N/A | SUPPORT TO THE HOMELESS | $7,229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 13329 | 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 | $37,034 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 9578 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $37,034 | ExclusionAmount |
| Related Or Exempt Function Income | 9578 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 46612 | 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 RE 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 | 15000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Duncan Smith and Stilz | Category |
| Amount | $4,575 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4575 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MORGAN STANLEY BOND | 40000 | 40000 |
| GOLDMAN SACHS BOND | 42255 | 42255 |
| GENERAL ELECTRIC CAPITAL | 52719 | 52719 |
| FIFTH THIRD BANK BOND | 50942 | 50942 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (20 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| INTEL | 10310 | 10310 |
| ABBOTT LABS | 26200 | 26200 |
| SPECTRA ENERGY | 24642 | 24642 |
| RAYONIER INC | 23324 | 23324 |
| PROCTOR & GAMBLE | 20367 | 20367 |
| PAYCHEX INC | 24880 | 24880 |
| EXELON CORP | 17844 | 17844 |
| SYSCO | 18996 | 18996 |
| NOVARTIS AG ADR | 31650 | 31650 |
| MMM COMPANY | 13928 | 13928 |
| LOWES COMPANIES | 14208 | 14208 |
| JOHNSON & JOHNSON | 35050 | 35050 |
| AMERICAN EXPRESS | ||
| WAL-MART STORES, INC. | 20469 | 20469 |
| PFIZER, INC. | 35462 | 35462 |
| MERCK & COMPANY, INC. | ||
| GENERAL ELECTRIC COMPANY | 28253 | 28253 |
| EXXON MOBIL CORP | 69240 | 69240 |
| CITIGROUP, INC. | 6804 | 6804 |
| AT&T, INC. | 37081 | 37081 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (16 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIDELITY NEW MKTS INCOME | FMV | 20216 | 20216 |
| FIDELITY REAL ESTATE INCOME | FMV | 5322 | 5322 |
| ISHARES TR S & P US PREFERED | FMV | 15848 | 15848 |
| HARBOR REAL RETURN | FMV | 15923 | 15923 |
| FIDELITY FLOATING RATE HI INCOME | FMV | 20506 | 20506 |
| VANGUARD REIT INDEX | FMV | 7783 | 7783 |
| THIRD AVENUE REIT VALUE | FMV | 11626 | 11626 |
| T ROWE PRICE MID CAP VALUE | FMV | 16724 | 16724 |
| T ROWE PRICE EMERGING MARKETS | FMV | 9894 | 9894 |
| T ROWE PRICE INTL DISCOVERY | FMV | 8565 | 8565 |
| FIDELITY DIVERSIFIED INTERNATIONAL | FMV | 10740 | 10740 |
| DODGE & COX INTERNATIONAL | FMV | 14895 | 14895 |
| BUFFALO SMALL CAP | FMV | 13492 | 13492 |
| COLUMBIA ACORN Z | FMV | 16590 | 16590 |
| VANGUARD HIGH YIELD CORPORATE | FMV | 26623 | 26623 |
| T ROWE PRICE HIGH YIELD | FMV | 26923 | 26923 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORP FILING FEE | Description |
| Revenue And Expenses Per Books | 15 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Kentucky Trust Company | Category |
| Amount | $4,560 | Amount |
| Net Investment Income | 4560 | 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 |