Whitaker Foundation Inc

Lexington, KY
Tax-exempt since Sept. 2004
EIN: 30-0262001

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$807k (2023)

Expenses

$938k (2023)

Total Assets

$19.2M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$807,002

Expenses

$937,850

Net Income

-$130,848

Net Assets

$19,226,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$519,090	64.3%
Sales of Assets	$286,728	35.5%
Other Income	$1,184	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$873,007	93.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,226,687
Total Liabilities	$0
Net Assets	$19,226,687

Compensation

Key Employees and Officers	Compensation	Other
Jack E Whitaker (President)	$0	$0
Jacquelin W Murphy (Vice President)	$0	$0
Anna W Lake (Treasurer)	$0	$0
Elmer K Whitaker (Secretary)	$0	$0
Beverly R Bales (Director)	$0	$0

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990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$810,598

Expenses

$1,021,192

Net Income

-$210,594

Net Assets

$17,870,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$454,941	56.1%
Sales of Assets	$355,657	43.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$934,466	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,870,387
Total Liabilities	$0
Net Assets	$17,870,387

Compensation

Key Employees and Officers	Compensation	Other
Jack E Whitaker (President)	$0	$0
Jacquelin W Murphy (Vice President)	$0	$0
Anna W Lake (Treasurer)	$0	$0
Elmer K Whitaker (Secretary)	$0	$0
Beverly R Bales (Director)	$0	$0

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990-PF

Filed on April 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,033,089

Expenses

$1,021,883

Net Income

$11,206

Net Assets

$21,214,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$471,660	45.7%
Sales of Assets	$561,429	54.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$948,475	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,214,795
Total Liabilities	$0
Net Assets	$21,214,795

Compensation

Key Employees and Officers	Compensation	Other
Jacquelin W Murphy (Vice President)	$0	$0
Beverly R Bales (Director)	$0	$0
Jack E Whitaker (President)	$0	$0
Anna W Lake (Treasurer)	$0	$0
Elmer K Whitaker (Secretary)	$0	$0

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990-PF

Filed on April 19, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$556,335

Expenses

$985,542

Net Income

-$429,207

Net Assets

$19,545,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$454,966	81.8%
Sales of Assets	$101,369	18.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$934,475	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,545,127
Total Liabilities	$1
Net Assets	$19,545,126

Compensation

Key Employees and Officers	Compensation	Other
Jacquelin W Murphy (Vice President)	$0	$0
Beverly R Bales (Director)	$0	$0
Jack E Whitaker (President)	$0	$0
Anna W Lake (Treasurer)	$0	$0
Elmer K Whitaker (Secretary)	$0	$0

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990-PF

Filed on June 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$689,891

Expenses

$904,901

Net Income

-$215,010

Net Assets

$18,461,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$480,963	69.7%
Sales of Assets	$208,928	30.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$845,975	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,461,278
Total Liabilities	$1
Net Assets	$18,461,277

Compensation

Key Employees and Officers	Compensation	Other
Jacquelin W Murphy (Vice President)	$0	$0
Beverly R Bales (Director)	$0	$0
Jack E Whitaker (President)	$0	$0
Anna W Lake (Treasurer)	$0	$0
Elmer K Whitaker (Secretary)	$0	$0

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990-PF

Filed on May 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$674,867

Expenses

$978,263

Net Income

-$303,396

Net Assets

$16,212,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$934	0.1%
Interest Revenue	$0
Dividends	$434,070	64.3%
Sales of Assets	$239,863	35.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$919,830	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,212,570
Total Liabilities	$0
Net Assets	$16,212,570

Compensation

Key Employees and Officers	Compensation	Other
Jacquelin W Murphy (Vice President)	$0	$0
Beverly R Whitaker (Director)	$0	$0
Jack E Whitaker (President)	$0	$0
Anna W Lake (Treasurer)	$0	$0
Elmer K Whitaker (Secretary)	$0	$0

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990-PF

Filed on June 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$598,086

Expenses

$953,020

Net Income

-$354,934

Net Assets

$17,672,446

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$160,919	26.9%
Interest Revenue	$0
Dividends	$345,242	57.7%
Sales of Assets	$91,925	15.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$910,195	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,672,446
Total Liabilities	$0
Net Assets	$17,672,446

Compensation

Key Employees and Officers	Compensation	Other
Jacquelin W Murphy (Vice President)	$0	$0
Beverly R Whitaker (Director)	$0	$0
Jack E Whitaker (President)	$0	$0
Anna W Lake (Treasurer)	$0	$0
Elmer K Whitaker (Secretary)	$0	$0

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990-PF

Filed on July 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$16,385,654

Expenses

$478,615

Net Income

$15,907,039

Net Assets

$16,970,417

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,298,139	99.5%
Interest Revenue	$0
Dividends	$92,625	0.6%
Sales of Assets	-$5,110
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$461,160	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,970,417
Total Liabilities	$0
Net Assets	$16,970,417

Compensation

Key Employees and Officers	Compensation	Other
Jacquelin W Murphy (Vice President)	$0	$0
Beverly R Whitaker (Director)	$0	$0
Jack E Whitaker (President)	$0	$0
Anna W Lake (Treasurer)	$0	$0
Elmer K Whitaker (Secretary)	$0	$0

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990-PF

Filed on June 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$59,920

Expenses

$62,187

Net Income

-$2,267

Net Assets

$1,082,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$550	0.9%
Interest Revenue	$0
Dividends	$37,473	62.5%
Sales of Assets	$21,897	36.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,745	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,082,340
Total Liabilities	$0
Net Assets	$1,082,340

Compensation

Key Employees and Officers	Compensation	Other
Beverly R Whitaker (Director)	$0	$0
Jack E Whitaker (President)	$0	$0
Mitch Durham (Treasurer)	$0	$0

990-PF

Filed on June 7, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$61,830

Expenses

$31,603

Net Income

$30,227

Net Assets

$1,154,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,860	32.1%
Interest Revenue	$0
Dividends	$40,492	65.5%
Sales of Assets	$1,478	2.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,675	81.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,154,888
Total Liabilities	$0
Net Assets	$1,154,888

Compensation

Key Employees and Officers	Compensation	Other
Beverly R Whitaker (Director)	$0	$0
Jack E Whitaker (President)	$0	$0
Mitch Durham (Treasurer)	$0	$0

990-PF

Filed on June 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$33,943

Expenses

$15,884

Net Income

$18,059

Net Assets

$1,095,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250	0.7%
Interest Revenue	$0
Dividends	$33,693	99.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,775	61.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,095,574
Total Liabilities	$0
Net Assets	$1,095,574

Compensation

Key Employees and Officers	Compensation	Other
Elmer Whitaker (President)	$0	$0
Beverly R Whitaker (Director)	$0	$0
Jack E Whitaker (Secretary)	$0	$0
Mitch Durham (Treasurer)	$0	$0

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990-PF

Filed on July 1, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$63,862

Expenses

$22,479

Net Income

$41,383

Net Assets

$963,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,250	27.0%
Interest Revenue	$0
Dividends	$37,034	58.0%
Sales of Assets	$9,578	15.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,904	79.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$963,672
Total Liabilities	$1
Net Assets	$963,671

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$3,492

Expenses

$49,103

Net Income

-$52,595

Net Assets

$870,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,750
Interest Revenue	$0
Dividends	$32,937
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,909	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$870,046
Total Liabilities	$1
Net Assets	$870,045

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Whitaker Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $807k (2023)

Expenses $938k (2023)

Total Assets $19.2M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$807k (2023)

Expenses

$938k (2023)

Total Assets

$19.2M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004