2011-06-13T08:09:36-07:00 2010-12-31 DUNCAN SMITH & STILZ PSC 824 E EUCLID AVE STE 200 LEXINGTON KY 405021792 990PF 2010-01-01 300262001 WHITAKER FOUNDATION INC WHIT 8592995246 POB 14037 2937 PARIS PIKE LEXINGTON KY 40512 JACK E WHITAKER 2011-06-13 Andrew M Smith 8592682221 2010 2016-02-24 21:20:13Z X 869402 X 50250 30676 30676 30676 5017 86373 5017 2320 85943 35693 32996 4925 4925 4050 4050 0 4 8979 4050 4925 62000 62000 70979 4050 66925 14964 31643 32996 12257 45577 45577 9518 9699 9699 492726 536154 536154 251480 206844 206844 48575 71128 71128 814556 869402 869402 0 X 814556 869402 814556 869402 814556 869402 814556 14964 39882 869402 869402 4.7570 SH KINDER MORGAN MGT P 2010-09-16 2010-11-01 576 576 576 4.5551 SH KINDER MORGAN MGT P 2010-05-18 2010-11-01 281 281 281 4.6259 SH KINDER MORGAN MGT P 2010-02-26 2010-11-01 285 285 285 19.0996 SH KINDER MORGAN MGT P 2010-12-12 2010-11-01 1178 1178 1178 4.8964 SH KINDER MORGAN MGT P 2008-11-17 2010-11-01 302 302 302 AMERICAN GENERAL FINANCE BOND P 2008-07-10 2010-07-15 50000 50000 KINDER MORGAN MGT P 2008-06-04 2010-11-01 185 185 185 863.558 SH VANGUARD HIGH YIELD CORP P 2008-05-28 2010-11-01 5000 5000 211.954 SH BUFFALO SMALL CAP P 2008-05-14 2010-11-01 5000 4860 140 140 730.994 SH T ROWE PRICE HIGH YIELD P 2008-03-07 2010-11-01 5000 4656 344 344 220.004 SH KINDER MORGAN MGT P 2008-03-06 2010-11-01 13566 12085 1481 1481 479.846 SH ROYCE OPPORTUNITY P 2008-03-06 2010-11-01 5000 4755 245 245 5017 2320 false 79487 721500 0.11017 69866 934662 0.07475 58975 1055552 0.05587 74610 1012921 0.07366 70390 1007147 0.06989 0.38434 0.07687 797027 61266 316 61582 66925 X 316 316 316 545 545 229 229 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 785401 23763 0 809164 0 809164 12137 797027 39851 39851 316 316 39535 39535 39535 66925 66925 316 66609 39535 3860 24694 6968 24509 43946 103977 66925 0 39535 27390 131367 0 3860 127507 24694 6968 24509 43946 27390 ELMER WHITAKER X MARKEY CANCER FOUNDATION 800 ROSE STREET LEXINGTON KY 40536 PUBLIC SUPPORT OF PROGRAMS FOR TREATMENT AND PREVENTION OF CANCER 200 BETHEL MENNONITE CAMP 2773 BETHEL CHURCH ROAD CLAYHOLE KY 41721 SUPPORT OF CHURCH CAMP PROGRAMS 500 OLD PARIS ROAD CHURCH OF GOD POB 12822 LEXINGTON KY 40583 SUPPORT OF CHURCH PROGRAMS 5000 REAGAN RANCH 217 STATE STREET SANTA BARBARA CA 93101 SUPPORT OF FOUNDATION PROGRAMS 50 BUCKHORN CREEK MENNONITE CHURCH 2600 BETHEL CHURCH ROAD CLAYHOLE KY 41721 SUPPORT OF CHURCH PROGRAMS 1000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASDINGTON DC 20002 PUBLIC SUPPORT OF FOUNDATION PROGRAMS 1000 LOTTS CREEK COMMUNITY SCHOOL 5837 LOTTS CREEK ROAD HAZARD KY 41701 SUPPORT OF SCHOOL. 1000 AMERICAN HEART ASSOCIATION 210 MALABU DRIVE LEXINGTON KY 40502 SUPPORT OF PROGRAM TO PREVENT CARDIO VASCULAR DISEASE. 1000 MARCH OF DIMES 196 WEST LOWRY LANE LEXINGTON KY 40503 SUPPORT OF PROGRAMS FOR CHILDREN BORN WITH BIRTH DEFECTS AND THEIR PREVENTION. 400 SPECIAL OLYMPICS KENTUCKY 105 LAKEVIEW COURT FRANKFORT KY 40601 SUPPORT FOR PROGRAMS FOR PEOPLE WITH MENTAL RETARDATION. 200 CARDINAL HILL REHABILITATION HOSPIT 2050 VERSAILLES ROAD LEXINGTON KY 40504 SUPPORT OF PROGRAMS FOR PEOPLE WITH DISABILITIES AND THEIR REHABILITATION. 1000 ST JUDES CHILDREN RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 SUPPORT OF PROGRAM FOR CHILDREN'S MEDICAL RESEARCH AND TREATMENT. 200 BOYS TOWN 378 BUCHER DRIVE BOYS TOWN NE 68010 SUPPORT OF PROGRAMS FOR YOUTH AND THEIR FAMILIES. 200 RONALD MCDONALD HOUSE 1300 SPORTS CENTER DRIVE LEXINGTON KY 40502 SUPPORT FOR PROGRAM IMPROVING HEALTH AND WELL BEINF OD CHILDREN. 200 AMERICAN DIABETES ASSOCIATION 436 KINSWOOD DRIVE LEXINGTON KY 40502 SUPPORT OF PROGRAM FOR MEDICAL RESEARCH 1000 AMERICAN INDIAN RELIEF COUNCIL POB 6200 RAPID CITY SD 57709 SUPPORT OF NONPROFIT PROGRAM FOR NATIONAL RELIEF CHARITIES 500 FRATERNAL ORDER OF POLICE 224 NORTH MARTIN LUTHER KING BLVD LEXINGTON KY 40507 SUPPORT OF PROGRAM FOR SUPPORTING LAW ENFORCEMENT OFFICERS AND THE COMMUNITY SERVED. 1000 ALZHEIMERS DISEASE RESEARCH FOUNDAT 1236 GINGER CRESCENT VIRGINIA BEACH VA 23453 PUBLIC SUPPORT OF PROGRAM FOR MEDICAL RESEARCH 200 CAMP HORSIN' AROUND 900 CONTRACT STREET LEXINGTON KY 40505 SUPPORT OF PROGRAMS PROVIDING CAMPING EXPERIENCES FOR HEALTH COMPROMISED CHILDREN. 1000 BOY SCOUTS OF AMERICA 3473 YORKSHIRE MEDICAL PARK LEXINGTON KY 40509 SUPPORT OF PROGRAM FOR MENTAL AND PHYSICAL DEVELOPMENT OF YOUNG MEN. 1100 LEXINGTON RESCUE MISSION POB 1050 LEXINGTON KY 40588 SUPPORT OF RECOVERY CENTER 100 MOREHEAD STATE UNIVERSITY 150 UNIVERSITY BOULEVARD MOREHEAD KY 40351 SUPPORT OF THE UNIVERSITY 1000 BEREA COLLEGE 107 JACKSON ST BEREA KY 40404 SUPPORT OF COLLEGE 1000 AMERICAN CANCER SOCIETY 1504 COLLEGE WAY LEXINGTON KY 40502 SUPPORT OF PROGRAMS FOR CANCER RESEARCH 1000 SOUTHWEST INDIAN RELIEF COUNCI POB 16777 MESA AZ 85211 SUPPORT OF NONPROFIT PROGRAM FOR NATIONAL RELIEF CHARITIES 500 MANNA HOUSE 1238 FM 359 N BROOKSHIRE TX 41465 SUPPORT OF NONPROFIT ORGANIZATION 1000 HELP HOSPITALIZED VETERANS 36585 PENFIELD LN WINCHESTER CA 92596 SUPPORT FOR PROGRAMS FOR DISABLED VETERANS 200 DISABLED AMERICAN VETERANS POB 14301 CINCINNATI OH 45250 SUPPORT FOR DISABLED VETERANS 250 PARALYZED VETERANS OF AMERICA 801 EIGHTEENTH ST WASHINGTON DC 20006 SUPPORT FOR RESEARCH AND EDUCATION OF PUBLIC ABOUT SPINAL CORD 200 VETERANS OF FOREIGN WARS 406 WEST 34TH STREET KANSAS CITY MO 64111 SUPPORT OF VETERANS 400 GALILEAN CHILDRENS HOME POB 880 LIBERTY KY 42539 SUPPORT OF CHILDREN'S HOME & SCHOOL 2000 CUMBERLAND COLLEGE 6191 COLLEGE STATION DR WILLIAMSBURG KY 40769 SUPPORT OF COLLEGE 7000 SALVATION ARMY 736 WEST MAIN ST LEXINGTON KY 40508 SUPPORT TO THE HOMELESS 10400 HOPE CENTER 360 WEST LOUDON AVE LEXINGTON KY 40592 SUPPORT OF RECOVERY CENTER 3000 ARTHRITIS FOUNDATION 410 W CHESTNUT ST LOUISVILLE KY 40202 PUBLIC SUPPORT OF PROGRAMS FOR ARTHRITIS RESEARCH, EDUCATION & SERVICES 1000 GOD'S PANTRY FOOK BANK INC 1685 JAGGIE FOX WAY LEXINGTON KY 40511 SUPPORT OF EMERGENCY FOOD PROGRAMS 3000 ST JOSEPH HOSPITAL FOUNDATION ONE SAINT JOSEPH DR LEXINGTON KY 40504 PUBLIC SUPPORT OF PATIENTS & THEIR FAMILIES 200 HOSPICE OF THE BLUEGRASS 2312 ALEXANDRIA DR LEXINGTON KY 40504 SUPPORT OF TERMINALLY ILL 5000 EASTERN KY UNIVERSITY 521 LANCANSTER AVE RICHMOND KY 40475 SUPPORT OF THE UNIVERSITY 2000 BUCKHORN CHILDRENS FOUNDATION 116 BUCKHORN LANE BUCKHORN KY 41721 PUBLIC SUPPORT OF CHILD WELFARE AGENCY 1000 ALICE LLOYD COLLEGE 100 PURPSOE ROAD PIPPA PASSES KY 41844 SUPPORT OF COLLEGE 5000 62000 14 14 30676 5017 30676 5017 35693 false false false false false false false false false false X X 1 ELMER WHITAKER REVOCABLE TRUST POB 14037 2937 PARIS PIKE LEXINGTON KY 405124037 50000 X Duncan, Smith & Stilz, PSC 4925 0 0 4925 PROTECTIVE LIFE SECONDARY BOND 51991 51991 GOLDMAN SACHS BOND 50055 50055 FIFTH THIRD BANK BOND 54194 54194 CATERPILLAR FIN SERVICES BOND 50604 50604 AMERICAN GENERAL FINANCE BOND SPECTRA ENERGY 9996 9996 RAYONIER INC 15756 15756 VANGUARD REIT INDEX 6546 6546 THIRD AVENUE REIT VALUE 5713 5713 JOHNSON & JOHNSON 18555 18555 AT&T, INC. 14690 14690 PROCTOR & GAMBLE 12866 12866 PAYCHEX INC 18546 18546 EXELON CORP 18113 18113 T ROWE PRICE MID CAP VALUE 16494 16494 SYSCO 11760 11760 ROYCE OPPORTUNITY 11692 11692 T ROWE PRICE EMERGING MARKETS 10248 10248 T ROWE PRICE INTL DISCOVERY 8156 8156 NOVARTIS AG ADR 17685 17685 MMM COMPANY 12945 12945 LOWES COMPANIES 10032 10032 KINDER MORGAN MANAGEMENT LLC 268 268 JOHNSON & JOHNSON 12370 12370 FIDELITY DIVERSIFIED INTERNATIONAL 10815 10815 DODGE & COX INTERNATIONAL 15355 15355 DIAGEO PLC SPONSORED ADR 11150 11150 CINTAS CORP 9786 9786 BUFFALO SMALL CAP 12553 12553 AMERICAN EXPRESS 8584 8584 COLUMBIA ACORN Z 16448 16448 WAL-MART STORES, INC. 26534 26534 REGIONS FINANCIAL CORP 15883 15883 PFIZER, INC. 24759 24759 MONSANTO COMPANY 15948 15948 MERCK & COMPANY, INC. 27030 27030 GENERAL ELECTRIC COMPANY 24618 24618 EXXON MOBIL CORP 58496 58496 CITIGROUP, INC. 8136 8136 AT&T, INC. 17628 17628 HARBOR REAL RETURN FMV 9783 9783 FIDELITY FLOATING RATE HI INCOME FMV 15288 15288 VANGUARD HIGH YIELD CORPORATE FMV 19906 19906 T ROWE PRICE HIGH YIELD FMV 26151 26151 CORP FILING FEE 4 INVESTMENTS INCREASE IN VALUE 39882 Kentucky Trust Company 4050 4050 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