2013-05-28T06:16:18-07:00 2012-12-31 DUNCAN SMITH & STILZ PSC 824 E EUCLID AVE LEXINGTON KY 40502 990PF 2012-01-01 300262001 WHITAKER FOUNDATION INC WHIT 8592995246 POB 14037 2937 PARIS PIKE LEXINGTON KY 40512 JACK E WHITAKER 2013-05-28 true Stewart A Smith P00120721 8592682221 2012 2016-03-07 17:11:31Z X 963672 X 17250 37034 37034 37034 9578 112187 9578 63862 46612 37034 4575 4575 4560 4560 15 9150 4560 4575 13329 13329 22479 4560 17904 41383 42052 37034 4403 2789 2789 35538 74589 74589 436626 458708 458708 194504 185916 185916 198975 241670 241670 870046 963672 963672 0 X 870046 963672 870046 963672 870046 963672 870046 41383 52243 963672 963672 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 9578 false 44909 835791 0.05373 66609 797027 0.08357 79487 721500 0.11017 69866 934662 0.07475 58975 1055552 0.05587 0.37809 0.07562 905542 68476 421 68897 17904 841 841 841 600 600 241 false false false false false false false false true true true false true false false true N/A ELMER 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 WALLACE WARFIELD POB 14037 2937 PARIS PIKE LEXINGTON KY 405124037 0.00 0 JACK E WHITAKER POB 14037 2937 PARIS PIKE LEXINGTON KY 405124037 0.00 0 BEVERLY R WHITAKER POB 14037 2937 PARIS PIKE LEXINGTON KY 405124037 0.00 0 ELMER WHITAKER POB 14037 2937 PARIS PIKE LEXINGTON KY 405124037 0.00 0 NONE NONE 854217 65115 0 919332 0 919332 13790 905542 45277 45277 841 841 44436 44436 44436 17904 17904 17904 44436 6968 24509 43946 27390 3694 106507 17904 0 17904 26532 26532 79975 0 79975 4945 43946 27390 3694 ELMER WHITAKER X ONE PARENT SCHOLAR HOUSE POB 1458 LEXINGTON KY 40588 PUBLIC N/A SUPPORT OF PROGRAMS FOR SINGLE-PARENT FAMILIES 1000 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 5000 SALVATION ARMY 736 WEST MAIN ST LEXINGTON KY 40508 PUBLIC N/A SUPPORT TO THE HOMELESS 7229 13329 14 14 37034 9578 37034 9578 46612 false false false false false false false false false false X X 1 ELMER WHITAKER REVOCABLE RE TRUST POB 14037 2937 PARIS PIKE LEXINGTON KY 405124037 15000 X Duncan Smith and Stilz 4575 0 0 4575 MORGAN STANLEY BOND 40000 40000 GOLDMAN SACHS BOND 42255 42255 GENERAL ELECTRIC CAPITAL 52719 52719 FIFTH THIRD BANK BOND 50942 50942 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 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 CORP FILING FEE 15 Kentucky Trust Company 4560 4560 0 0 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