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LOOMIS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LOOMIS CHARITABLE FOUNDATION INC (EIN 92-0754874)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202433179349103303
Schema version
2023v5.1
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)
Return2024-11-12T16:38:27-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Begin2023-01-01TaxPeriodBeginDt

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
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN M HAKE CPAPreparerPersonNm
PTINP01270403PTIN
Phone9133382727PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,303,658FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,004,342ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$410,057DividendsRevAndExpnssAmt
Dividends Net Invst Incm$391,850DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$11,727NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$249,194GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,402,672TotalRevAndExpnssAmt
Total Net Invst Incm$391,850TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$36,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$36,000CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$41,051OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$41,051OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$17,323TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13,123TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,453OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$11,453OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$105,827TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$54,174TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$47,453TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$697,802ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$697,802ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$803,629TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$54,174TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$745,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,599,043ExcessRevenueOverExpensesAmt
Net Investment Income$337,676NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$159,198CashEOYAmt
Cash EOYFMV$159,198CashEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$8,341,277OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,144,383OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$77OtherAssetsEOYAmt
Other Assets EOYFMV$77OtherAssetsEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$8,500,552TotalAssetsEOYAmt
Total Assets EOYFMV$15,303,658TotalAssetsEOYFMVAmt
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$0RetainedEarningBOYAmt
Retained Earning EOY$8,500,552RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,500,552TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,500,552TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,599,043ExcessRevenueOverExpensesAmt
Other Increases$5,119OtherIncreasesAmt
Subtotal$13,604,162SubtotalAmt
Other Decreases$5,103,610OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,500,552TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TD AMERITRADEP2023-01-012023-12-31$84,874$85,483-$609-$609
CHARLES SCHWABP2023-01-012023-12-31$164,320$175,438-$11,118-$11,118
FieldValueIRS element (for citing)
Capital Gain Net Income-$11,727CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,694InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,694SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,694TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,100ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,300TotalPaymentsAndCreditsAmt
Es Penalty$29EsPenaltyAmt
Overpayment$2,577OverpaymentAmt
Applied To ES Tax$2,577AppliedToESTaxAmt
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$36,000$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$0$0$0
SALLY BURNS
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327ASSOCIATE BOARD MEMBER4.00$0$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$14,289,108AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$124,103AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,413,211TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,413,211AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$216,198CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,197,013NetVlNoncharitableAssetsAmt
Minimum Investment Return$709,851MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$709,851MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,694TaxBasedOnInvestmentIncomeAmt
Total Tax$4,694TotalTaxAmt
Distributable Before Adj$705,157DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$705,157DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$705,157DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$745,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$745,255QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$705,157DistributableAsAdjustedAmt
Undistributed Income PY$664,694UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$745,255QualifyingDistributionsAmt
Applied To Year1$664,694AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$80,561AppliedToCurrentYearAmt
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$624,596UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
POINT WASHINGTON MEDICAL CLINIC
1321 N CO HWAY 395SANTA ROSA BEACHFL32459NONEPCGENERAL CHARITABLE PURPOSES$15,000
THE RICHARD J CARON FOUNDATION
1200 ASHWOOD PARKWAY STE 125ATLANTAGA30338NONEPCGENERAL CHARITABLE PURPOSE$10,000
ALYS FOUNDATION
9581 E COUNTY HWY 30A BUILDING DALYS BEACHFL32461NONEPCGENERAL CHARITABLE PURPOSE$17,000
CAMP JULIETTE LOW
321 CAMP JULIETTE LOW RDCLOUDLANDGA30731NONEPCGENERAL CHARITABLE PURPOSE$20,000
DESTIN CHARITY WINE AUCTION FOUNDATION
600 GRAND BLVDMIRAMAR BEACHFL32550NONEPCGENERAL CHARITABLE PURPOSE$5,000
WESTONWOOD RANCH
4390 FL-20FREEPORTFL32439NONEPCGENERAL CHARITABLE PURPOSE$6,500
CAUCASIAN OVCHARKA RESCUE REHOME
10 SEDGWICK STPITTSBURGHPA15209NONEPCGENERAL CHARITABLE PURPOSE$24,949
MALINOIS & DUTCH SHEPHERD RESCUE
1667 BROWN CITY RDIMLAY CITYMI48444NONEPCGENERAL CHARITABLE PURPOSE$20,000
CHILDREN'S VOLUNTEER HEALTH NETWORK
1884 S COUNTY HWY 393SANTA ROSA BEACHFL32459NONEPCGENERAL CHARITABLE PURPOSE$19,000
CAMP KUDZU
8601 DUNWOODY PL STE 508ATLANTAGA30350NONEPCGENERAL CHARITABLE PURPOSE$1,000
SADDLE UP
1549 OLD HILLSBORO RDFRANKLINTN37069NONEPCGENERAL CHARITABLE PURPOSE$12,000
VIRGINIA EPISCOPAL SCHOOL
400 VES RDLYNCHBURGVA24503NONEPCGENERAL CHARITABLE PURPOSE$17,500
WOODWARD ACADEMY
1662 RUGBY AVECOLLEGE PARKGA30337NONEPCGENERAL CHARITABLE PURPOSE$10,000
THE PRESCHOOL AT PEACHTREE ROAD UNITED METHODIST CHURCH
3180 PEACHTREE RDATLANTAGA30305NONEPCGENERAL CHARITABLE PURPOSE$18,000
THE HIGH MUSEUM OF ART
1280 PEACHTREE ST NEATLANTAGA30309NONEPCGENERAL CHARITABLE PURPOSE$43,000
CHRIST THE KING EPISCOPAL CHURCH
480 N COUNTY HWY 393SANTA ROSA BEACHFL32459NONEPCGENERAL CHARITABLE PURPOSE$12,000
PARADISE GARDEN FOUNDATION
200 N LEWIS STSUMMERVILLEGA30747NONEPCGENERAL CHARITABLE PURPOSE$10,000
MARC FOUNDATION
PO BOX 1724WAPPINGERS FALLSNY12590NONEPCGENERAL CHARITABLE PURPOSE$16,000
GLOBAL EFFECT MINISTRY
PO BOX 611635ROSEMARY BEACHFL32461NONEPCGENERAL CHARITABLE PURPOSE$17,100
BRIDGEVILLE VOLUNTEER FIRE DEPARTMENT
PO BOX 4BRIDGEVILLECA95526NONEPCGENERAL CHARITABLE PURPOSE$30,000
BRIDGEVILLE COMMUNITY CENTER
38717 KNEELAND RDBRIDGEVILLECA95526NONEPCGENERAL CHARITABLE PURPOSE$10,000
REDWOOD PALS RESCUE
PO BOX 2913MCKINLEYVILLECA95519NONEPCGENERAL CHARITABLE PURPOSE$5,000
CANINE CELLMATES
981 HOWELL MILL RDATLANTAGA30318NONEPCGENERAL CHARITABLE PURPOSE$20,000
ANIMAL ADVOCATES OF CHATOOGA COUNTY
PO BOX 220SUMMERVILLEGA30747NONEPCGENERAL CHARITABLE PURPOSE$25,000
WILD SOULS RANCH
2870 NELSON LNFORTUNACA95540NONEPCGENERAL CHARITABLE PURPOSE$13,000
NOKUSE EDUCATION INC
4956 FL-20 EFREEPORTFL32439NONEPCGENERAL CHARITABLE PURPOSE$10,000
FIRST STEPS TO FREEDOM
PO BOX 445SUMMERVILLEGA30747NONEPCGENERAL CHARITABLE PURPOSE$15,000
ANDREW-JACKSON FOUNDATION
4580 RACHELS LANENASHVILLETN37076NONEPCGENERAL CHARITABLE PURPOSE$3,500
MCINTOSH COUNTY ART ASSOCIATION
404 NORTH WAYDARIENGA31305NONEPCGENERAL CHARITABLE PURPOSE$10,000
MACON ARTS ALLIANCE
486 1ST STMACONGA31201NONEPCGENERAL CHARITABLE PURPOSE$5,000
MORGAN'S CHAPEL UNITED METHODIST CHURCH
3308 SHELLMAN BLUFF RD NETOWNSENDGA31331NONEPCGENERAL CHARITABLE PURPOSE$10,000
SUN KISSED ACRES
536 WOODS RDSUMMERVILLEGA30747NONEPCGENERAL CHARITABLE PURPOSE$15,000
FRIENDS FOR LIFE ANIMAL RESCUE
PO BOX 962EUREKACA95502NONEPCGENERAL CHARITABLE FOUNDATION$5,000
LIFELINE ANIMAL PROJECT
3180 PRESIDENTIAL DRATLANTAGA30340NONEPCGENERAL CHARITABLE PURPOSES$53,753
LITTLE RIVER WATERKEEPER
215 GRAND AVE SW STE AFORT PAYNEAL35967NONEPCGENERAL CHARITABLE PURPOSE$15,000
UGA FOUNDATION
1 PRESS PL STE 101ATHENSGA30601NONEPCGENERAL CHARITABLE PURPOSE$30,000
HERITAGE FOUNDATION OF WILLIAMSON COUNTY
112 BRIDGE STFRANKLINTN37064NONEPCGENERAL CHARITABLE PURPOSES$2,500
ANIMAL ASSISTED HAPPINESS
1030 E EL CAMINO REAL 279SUNNYVALECA94087NONEPCGENERAL CHARITABLE PURPOSE$10,000
RED CLAY RESCUE
PO BOX 1012LYERLYGA30730NONEPCGENERAL CHARITABLE PURPOSE$25,000
FRIENDS OF THE DUNES
220 STAMPS LNARCATACA95521NONEPCGENERAL CHARITABLE PURPOSES$1,000
THE UNIVERSITY OF THE SOUTH
735 UNIVERSITY AVESEWANEETN37383NONEPCGENERAL CHARITABLE PURPOSE$10,000
BAINBRIDGE UNITED METHODIST CHURCH
300 W SHOTWELL STBAINBRIDGEGA39819NONEPCGENERAL CHARITABLE PURPOSE$10,000
CLOUDLAND VOLUNTEER FIRE DEPARTMENT
PO BOX 277CLOUDLANDGA30731NONEPCGENERAL CHARITABLE PURPOSE$10,000
PREVENT CHILD ABUSE ROCKDALE
921 NORTH MAIN ST NWCONYERSGA30012NONEPCGENERAL CHARITABLE PURPOSES$20,000
GEORGIA STATE GOLF ASSOCIATION
2205 NORTHSIDE DR NW STE 200ATLANTAGA30305NONEPCGENERAL CHARITABLE PURPOSES$10,000
MOMENTOUS INSTITUTE
106 E TENTH STDALLASTX75203NONEPCGENERAL CHARITABLE PURPOSE$15,000
PURPLE HEART OUTDOORS
1122 HICKORY STMORGAN CITYLA70830NONEPCGENERAL CHARITABLE PURPOSES$10,000
REINS OF HOPE
3055 NANCY CREEK RDATLANTAGA30327NONEPCGENERAL CHARITABLE PURPOSES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$697,802TotalGrantOrContriPdDurYrAmt
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$410,057ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$11,727ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$398,330ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$398,330TotalIncomeProducingActyAmt

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 Line1LOOMIS FOUNDATION INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15454 W 110TH STREETAddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Total Contributions$14,004,342TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyLOOMIS CLOSING DONATIONNoncashPropertyDesc
Fair Market Value$14,004,342FairMarketValueAmt
Received2023-01-20ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDSAT COST$4,744,273$6,087,929
STOCKSAT COST$3,560,290$9,006,823
FIXED INCOME - US TREASURY BONDSAT COST$29,210$29,991
OTHER ASSETS - AGREE REITAT COST$7,504$19,640

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$77EOYBookValueAmt
EOYFMV$77EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX DIFFERENCE ON CONTRIBUTIONSDesc
Amt$5,103,610Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTRAVEL & EXPENSE REIMBURSEMENTDesc
Revenue And Expenses Per Books$11,453RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,453DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTION ADJUSTMENTDesc
Amt$5,119Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$41,051Amt
Net Investment Income$41,051NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOOMIS FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15454 W 110TH STREETAddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$4,200$0$0
FOREIGN TAXES$13,123$13,123$0

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