BETA

LOOMIS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LOOMIS CHARITABLE FOUNDATION INC (EIN 92-0754874)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-20
IRS object ID
202602019349100015
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-20T10:45:55-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471019942PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CREATIVE PLANNING TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15454 W 110TH STREETAddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN920754874EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOOMIS CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOOMBusinessNameControlTxt
Phone4042106070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11331 TWELVE OAKS CIRCLE NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM BURNS IIIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4042106070PhoneNum
Signature2026-07-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEMILY HANOVER CPAPreparerPersonNm
PTINP01919277PTIN
Phone9133382727PhoneNum
Preparation2026-07-20PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,435,770FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$377,452ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$481,111DividendsRevAndExpnssAmt
Dividends Net Invst Incm$471,001DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$96,681NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$544,562GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$96,681CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$955,244TotalRevAndExpnssAmt
Total Net Invst Incm$567,682TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$44,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$44,000CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$66,132OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$66,132OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,244TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,902TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$31,123OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$31,088OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$157,499TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75,069TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$75,088TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$667,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$667,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$825,249TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75,069TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$742,838TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$129,995ExcessRevenueOverExpensesAmt
Net Investment Income$492,613NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$276,002SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$270,295SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$270,295SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$122,403USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$122,627USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$116,272CorporateBondsEOYAmt
Corporate Bonds EOYFMV$116,558CorporateBondsEOYFMVAmt
Other Investments BOY$7,969,409OtherInvestmentsBOYAmt
Other Investments EOY$7,617,792OtherInvestmentsEOYAmt
Other Investments EOYFMV$18,926,208OtherInvestmentsEOYFMVAmt
Other Assets BOY$79OtherAssetsBOYAmt
Other Assets EOY$82OtherAssetsEOYAmt
Other Assets EOYFMV$82OtherAssetsEOYFMVAmt
Total Assets BOY$8,245,490TotalAssetsBOYAmt
Total Assets EOY$8,126,844TotalAssetsEOYAmt
Total Assets EOYFMV$19,435,770TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,245,490RetainedEarningBOYAmt
Retained Earning EOY$8,126,844RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,245,490TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,126,844TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,245,490TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,126,844TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,245,490TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$129,995ExcessRevenueOverExpensesAmt
Other Increases$1,500OtherIncreasesAmt
Subtotal$8,376,985SubtotalAmt
Other Decreases$250,141OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,126,844TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB ACCOUNT #7144P2025-12-31$426,138$330,413$95,725$95,725
MERRILL LYNCH ACCOUNT #2491P2025-12-31$118,424$117,468$956$956
FieldValueIRS element (for citing)
Capital Gain Net Income$96,681CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,847InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,847SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,847TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,040EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,040TotalPaymentsAndCreditsAmt
Es Penalty$14EsPenaltyAmt
Overpayment$4,179OverpaymentAmt
Applied To ES Tax$4,179AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM BURNS IIIIndividualWithBooksNm
Phone4042106070PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11331 TWELVE OAKS CIRCLE NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM BURNS III
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327CHAIRMAN, PRESIDENT & SECRETARY3.00$28,000$0$0
KAREN BURNS
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327VICE PRESIDENT & TREASURER5.00$0$0$0
WILLIAM BURNS IV
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327ASSOCIATE BOARD MEMBER4.00$0$0$0
JACKSON BURNS
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327ASSOCIATE BOARD MEMBER1.00$8,000$0$0
SALLY BURNS
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327ASSOCIATE BOARD MEMBER4.00$8,000$0$0
MELODY ZABLOI BURNS
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327ASSOCIATE BOARD MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,613,572AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$229,741AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,843,313TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,843,313AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$267,650CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,575,663NetVlNoncharitableAssetsAmt
Minimum Investment Return$878,783MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$878,783MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,847TaxBasedOnInvestmentIncomeAmt
Total Tax$6,847TotalTaxAmt
Distributable Before Adj$871,936DistributableBeforeAdjAmt
Recoveries Qualfied Distri$1,500RecoveriesQualfiedDistriAmt
Distributable Before Ded$873,436DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$873,436DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$742,838ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$742,838QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$873,436DistributableAsAdjustedAmt
Undistributed Income PY$742,767UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$742,838QualifyingDistributionsAmt
Applied To Year1$742,767AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$71AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$873,365UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM BURNS IIIContributingManagerNm
Contributing ManagerKAREN BURNSContributingManagerNm
Contributing ManagerWILLIAM BURNS IVContributingManagerNm
Contributing ManagerJACKSON BURNSContributingManagerNm
Contributing ManagerSALLY BURNSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALAQUA ANIMAL REFUGE
155 DUGAS WAYFREEPORTFL32439PCGENERAL CHARITABLE PURPOSE$5,000
ALYS FOUNDATION
9581 E COUNTY HWY 30A BUILDING DALYS BEACHFL32461PCGENERAL CHARITABLE PURPOSE$2,500
AMERICAN FRIENDS OF THE OCEAN CLEANUP
228 E 45 ST STE 9ENEW YORKNY10017PCGENERAL CHARITABLE PURPOSE$10,000
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231PCGENERAL CHARITABLE PURPOSE$1,000
ANIMAL ADVOCATES OF CHATOOGA COUNTY
PO BOX 220SUMMERVILLEGA30747PCGENERAL CHARITABLE PURPOSE$25,000
BRIDGEVILLE COMMUNITY CENTER
38717 KNEELAND RDBRIDGEVILLECA95526PCGENERAL CHARITABLE PURPOSE$15,000
BRIDGEVILLE VOLUNTEER FIRE DEPARTMENT
PO BOX 4BRIDGEVILLECA95526PCGENERAL CHARITABLE PURPOSE$40,000
CANINE CELLMATES
981 HOWELL MILL RDATLANTAGA30318PCGENERAL CHARITABLE PURPOSE$20,000
CANNABIS FOR CONSERVATION
PO BOX 34ARCATAGA95518PCGENERAL CHARITABLE PURPOSE$20,000
CARING AND SHARING SOUTH WALTON
112 LYNN DRSANTA ROSA BEACHFL32459PCGENERAL CHARITABLE PURPOSE$5,000
CAUCASIAN OVCHARKA RESCUE REHOME
10 SEDGWICK STPITTSBURGHPA15209PCGENERAL CHARITABLE PURPOSE$10,000
CHRIST THE KING EPISCOPAL CHURCH
480 N COUNTY HWY 393SANTA ROSA BEACHFL32459PCGENERAL CHARITABLE PURPOSE$20,000
CLOUDLAND VOLUNTEER FIRE DEPARTMENT
PO BOX 277CLOUDLANDGA30731PCGENERAL CHARITABLE PURPOSE$10,000
COMMUNITY ASSISTANCE CENTER
1130 HIGHTOWER TRAILSANDY SPRINGSGA30350PCGENERAL CHARITABLE PURPOSE$2,500
CULTURAL ARTS ALLIANCE OF WALTON COUNTY
105 HOGTOWN BAYOU LNSANTA ROSA BEACHFL32459PCGENERAL CHARITABLE PURPOSE$12,000
DEPAUL USA
PO BOX 756CHICAGOIL60690PCGENERAL CHARITABLE PURPOSE$1,000
FIRST STEPS TO FREEDOM
PO BOX 445SUMMERVILLEGA30747PCGENERAL CHARITABLE PURPOSE$15,000
FISHING THE GOOD FIGHT
7310 W 52ND AVE STE A 312ARVADACO80002PCGENERAL CHARITABLE PURPOSE$2,500
FLYING CHANGE FOUNDATION
9075 GULLATT RDCHATTAHOOCHE HILLSGA30268PCGENERAL CHARITABLE PURPOSE$15,000
FOLDS OF HONOR
2020 FIELDSTONE PKWY STE 900-93FRANKLINTN37069PCGENERAL CHARITABLE PURPOSE$5,000
GEORGIA STATE GOLF ASSOCIATION
2205 NORTHSIDE DR NW STE 200ATLANTAGA30305PCGENERAL CHARITABLE PURPOSES$10,000
HARPETH CONSERVANCY
215 JAMESTON PARK STE 101BRENTWOODTN37027PCGENERAL CHARITABLE PURPOSE$2,500
HOLIY SPIRIT PREPATORY SCHOOL
4449 NORTHSIDE DR NWATLANTAGA30327PCGENERAL CHARITABLE PURPOSE$2,500
HORTICULTURAL SOCIETY OF MIDDLE TENNESSEE
1200 FORREST PARK DRNASHVILLETN37205PCGENERAL CHARITABLE PURPOSE$15,000
JORDAN'S HOUSE
3424 PEACHTREE RD NE SUITE 1725ATLANTAGA30326PCGENERAL CHARITABLE PURPOSE$10,000
LIFELINE ANIMAL PROJECT
3180 PRESIDENTIAL DRATLANTAGA30340PCGENERAL CHARITABLE PURPOSES$12,000
MAD RESCUE
1667 BROWN CITY RDIMLAY CITYMI48444PCGENERAL CHARITABLE PURPOSE$5,000
MARC FOUNDATION
PO BOX 1724WAPPINGERS FALLSNY12590PCGENERAL CHARITABLE PURPOSE$18,000
MCINTOSH COUNTY ART ASSOCIATION
404 NORTH WAYDARIENGA31305PCGENERAL CHARITABLE PURPOSE$5,000
MOMENTOUS INSTITUTE
106 E 10TH STDALLASTX75203PCGENERAL CHARITABLE PURPOSE$5,000
MORGAN'S CHAPEL UNITED METHODIST CHURCH
3308 SHELLMAN BLUFF RD NETOWNSENDGA31331PCGENERAL CHARITABLE PURPOSE$5,000
NATIONAL CHRISTIAN FOUNDATION
1150 SANCTUARY PKWY STE 350ALPHARETTAGA30009PCGENERAL CHARITABLE PURPOSE$1,000
ONE HUNDRED SHARES ATLANTA
PO BOX 190092ATLANTAGA31119PCGENERAL CHARITABLE PURPOSE$1,000
PARADISE GARDEN FOUNDATION
200 N LEWIS STSUMMERVILLEGA30747PCGENERAL CHARITABLE PURPOSE$10,000
POINT WASHINGTON MEDICAL CLINIC
1321 N CO HWAY 395SANTA ROSA BEACHFL32459PCGENERAL CHARITABLE PURPOSES$3,000
PREVENT CHILD ABUSE ROCKDALE
921 NORTH MAIN ST NWCONYERSGA30012PCGENERAL CHARITABLE PURPOSES$10,000
PURPLE HEART OUTDOORS
1122 HICKORY STMORGAN CITYLA70830PCGENERAL CHARITABLE PURPOSES$10,000
RED CLAY RESCUE
PO BOX 1012LYERLYGA30730PCGENERAL CHARITABLE PURPOSE$25,000
SADDLE UP
1549 OLD HILLSBORO RDFRANKLINTN37069PCGENERAL CHARITABLE PURPOSE$5,000
SANDPIPER BOOSTERS INC
6565 US HWY 98 ESANTA ROSA BEACHFL32459PCGENERAL CHARITABLE PURPOSE$1,250
SAVE THE REDWOODS
111 SUTTER STSAN FRANCISCSOCA94104PCGENERAL CHARITABLE PURPOSE$15,000
SEASIDE SCHOOL FOUNDATION
PO BOX 4825SANTA ROSA BEACHFL32459PCGENERAL CHARITABLE PURPOSE$20,000
SIGMA NU EDUCATIONAL FOUNDAITON
9 NORTH LEWIS STLEXINGTONVA24450PCGENERAL CHARITABLE PURPOSE$10,000
SUN KISSED ACRES
536 WOODS RDSUMMERVILLEGA30747PCGENERAL CHARITABLE PURPOSE$15,000
THE HIGH MUSEUM OF ART
1280 PEACHTREE ST NEATLANTAGA30309PCGENERAL CHARITABLE PURPOSE$24,000
THE PRESCHOOL AT PEACHTREE ROAD UNITED METHODIST CHURCH
3180 PEACHTREE RDATLANTAGA30305PCGENERAL CHARITABLE PURPOSE$20,000
THE RICHARD J CARON FOUNDATION
1200 ASHWOOD PARKWAY STE 125ATLANTAGA30338PCGENERAL CHARITABLE PURPOSE$10,000
TRANSFORMATION LIFE CENTER
1033 DEMONBREUN ST STE 300NASHVILLETN37203PCGENERAL CHARITABLE PURPOSE$18,000
UC DAVIS FOUNDATION
PO BOX 1167DAVISCA95617PCGENERAL CHARITABLE PURPOSE$55,000
UGA FOUNDATION
1 PRESS PL STE 101ATHENSGA30601PCGENERAL CHARITABLE PURPOSE$45,000
VIRGINIA EPISCOPAL SCHOOL
400 VES RDLYNCHBURGVA24503PCGENERAL CHARITABLE PURPOSE$20,000
WALTON COUNTY BAR ASSOCIATION
2063 COUNTY HWY 395SANTA ROSA BEACHFL32459PCGENERAL CHARITABLE PURPOSE$500
WESTONWOOD RANCH
4390 FL-20FREEPORTFL32439PCGENERAL CHARITABLE PURPOSE$5,000
WOODWARD ACADEMY
1662 RUGBY AVECOLLEGE PARKGA30337PCGENERAL CHARITABLE PURPOSE$17,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$667,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$481,111ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$96,681ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$577,792ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$577,792TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM III AND KAREN BURNSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11331 TWELVE OAKS CIRCLE NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
Total Contributions$377,452TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,085 SHS YUM$159,1852026-06-26
12,050 SHS YUMC$91,2672026-06-26

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL LYNCH CORPORATE BONDSBondNm
EOY Book Value$116,272EOYBookValueAmt
EOYFMV$116,558EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$122,403USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$122,627USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB EXCHANGE TRADED FUNDSAT COST$4,035,707$6,092,199
CHARLES SCHWAB EQUITIESAT COST$3,366,150$12,601,439
CHARLES SCHWAB OTHER ASSETS - REITAT COST$7,464$22,473
MERRILL LYNCH MUTUAL FUNDSAT COST$208,471$210,097

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$79BOYBookValueAmt
EOY Book Value$82EOYBookValueAmt
EOYFMV$82EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON DONATED SECURITIES$250,087
OTHER BASIS ADJUSTMENTS$54

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRAVEL & EXPENSE REIMBURSEMENT$16,167$0$16,167
BOARD & EDUCATIONAL MEETINGS$14,057$0$14,057
DROPBOX$864$0$864
MERRILL LYNCH INVESTMENT EXPENSE$35$35$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRECOVERIES OF QUALIFYING DISTRIBUTIONSDesc
Amt$1,500Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$66,132Amt
Net Investment Income$66,132NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
LOOMIS FOUNDATION INC
5454 W 110TH STREETOVERLAND PARKKS66211
WILLIAM BURNS III
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$7,342$0$0
FOREIGN TAXES$8,902$8,902$0

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