BETA

LOOMIS FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LOOMIS FAMILY FOUNDATION INC (EIN 92-0754987)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202511359349105231
Schema version
2024v5.1
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)
Return2025-05-15T17:07:33-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN920754987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOOMIS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOOMBusinessNameControlTxt
Phone3363140385PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 LAKE FOREST COURTAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27408ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH BURNSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3363140385PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN M HAKE CPAPreparerPersonNm
PTINP01270403PTIN
Phone9133382727PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,693,243FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,730ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$443,364DividendsRevAndExpnssAmt
Dividends Net Invst Incm$438,041DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$232,908NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,380,652GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$232,908CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$679,002TotalRevAndExpnssAmt
Total Net Invst Incm$670,949TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$60,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$60,000CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$63,929OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$63,929OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,263TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,787TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$137,197TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$71,716TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$60,005TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$651,006ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$651,006ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$788,203TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$71,716TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$711,011TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$109,201ExcessRevenueOverExpensesAmt
Net Investment Income$599,233NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$222,135CashBOYAmt
Cash EOY$108,296CashEOYAmt
Cash EOYFMV$108,296CashEOYFMVAmt
US Government Obligations BOY$22,395USGovernmentObligationsBOYAmt
US Government Obligations EOY$106,440USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$108,460USGovtObligationsEOYFMVAmt
Other Investments BOY$8,299,358OtherInvestmentsBOYAmt
Other Investments EOY$8,216,571OtherInvestmentsEOYAmt
Other Investments EOYFMV$16,476,391OtherInvestmentsEOYFMVAmt
Other Assets BOY$77OtherAssetsBOYAmt
Other Assets EOY$96OtherAssetsEOYAmt
Other Assets EOYFMV$96OtherAssetsEOYFMVAmt
Total Assets BOY$8,543,965TotalAssetsBOYAmt
Total Assets EOY$8,431,403TotalAssetsEOYAmt
Total Assets EOYFMV$16,693,243TotalAssetsEOYFMVAmt
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$8,543,965RetainedEarningBOYAmt
Retained Earning EOY$8,431,403RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,543,965TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,431,403TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,543,965TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,431,403TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,543,965TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$109,201ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,434,764SubtotalAmt
Other Decreases$3,361OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,431,403TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCHARLES SCHWABPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$1,380,652GrossSalesPriceAmt
Cost Or Other Basis$1,147,744CostOrOtherBasisAmt
Gain Or Loss$232,908GainOrLossAmt
Gains Minus Excess Or Losses$232,908GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$232,908CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,329InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,329SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,329TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,840EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,840TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,489TaxDueAmt

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 StateNCOrgReportOrRegisterStateCd
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 BooksJOSEPH BURNSIndividualWithBooksNm
Phone3363140385PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15 LAKE FOREST COURTAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27408ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH BURNS
5 LAKE FOREST CTGREENSBORONC27408DIRECTOR10.00$60,000$0$0
MOLLY BURNS
5 LAKE FOREST CTGREENSBORONC27408DIRECTOR10.00$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$16,381,361AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,598AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,504,959TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,504,959AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$247,574CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,257,385NetVlNoncharitableAssetsAmt
Minimum Investment Return$812,869MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$812,869MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,329TaxBasedOnInvestmentIncomeAmt
Total Tax$8,329TotalTaxAmt
Distributable Before Adj$804,540DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$804,540DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$804,540DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$711,011ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$711,011QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$804,540DistributableAsAdjustedAmt
Undistributed Income PY$646,421UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$711,011QualifyingDistributionsAmt
Applied To Year1$646,421AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$64,590AppliedToCurrentYearAmt
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$739,950UndistributedIncomeCYAmt
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 (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A SPECIAL BLEND
3900 W MARKET STGREENSBORONC27407NONEPCGENERAL CHARITABLE PURPOSE$25,389
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601NONEPCGENERAL CHARITABLE PURPOSE$7,500
BLUE RIDGE CONSERVANCY
416 AHO ROADBLOWING ROCKNC28605NONEPCGENERAL CHARITABLE PURPOSE$32,750
CROSSNORE COMMUNITIES FOR CHILDREN
PO BOX 249CROSSNORENC28616NONEPCGENERAL CHARITABLE PURPOSE$17,000
CRU
100 LAKE HART DRIVEORLANDOFL32832NONEPCGENERAL CHARITABLE PURPOSE$4,900
EMI USA
7025 CAMPUS DRIVECOLORADO SPRINGSCO80920NONEPCGENERAL CHARITABLE PURPOSE$5,000
EPISCOPAL HIGH SCHOOL
1200 NORTH QUAKER LANEALEXANDRIAVA22302NONEPCGENERAL CHARITABLE PURPOSE$10,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129NONEPCGENERAL CHARITABLE PURPOSE$10,000
GREENHILL CENTER FOR NC ART
200 N DAVIE STGREENSBORONC27401NONEPCGENERAL CHARITABLE PURPOSE$26,816
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRGREENSBORONC27455NONEPCGENERAL CHARITABLE PURPOSE$25,000
GREENSBORO HISTORY MUSEUM
130 SUMMIT AVEGREENSBORONC27401NONEPCGENERAL CHARITABLE PURPOSE$8,000
GREENSBORO LITERARY ORGANIZATION
PO BOX 5256GREENSBORONC27435NONEPCGENERAL CHARITABLE PURPOSE$5,000
GREENSBORO URBAN MINISTRY
305 W GATE CITY BLVDGREENSBORONC27406NONEPCGENERAL CHARITABLE PURPOSE$12,000
GREENSBORO YOUNG LIFE
PO BOX 4222GREENSBORONC27404NONEPCFOR YOUNGLIFE NC 24 EVENT AND OTHER GENERAL CHARITABLE PURPOSES$37,500
HIGH MOUNTAIN INSTITUTE
531 COUNTY RD 5ALEADVILLECO80461NONEPCGENERAL CHARITABLE PURPOSE$11,400
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONEPCGENERAL CHARITABLE PURPOSE$8,000
HOPE ACADEMY
1403 W FLORIDA STGREENSBORONC27403NONEPCGENERAL CHARITABLE PURPOSE$40,000
HOPE CLINIC
203 NORTH STREETBAYBORONC28515NONEPCGENERAL CHARITABLE PURPOSE$1,200
JDRF INTERNTAIONAL
200 VESEY STREET 28TH FLOORNEW YORKNY10281NONEPCGENERAL CHARITABLE PURPOSE$250
KATHLEEN PRICE BRYAN YMCA
501 W MARKET STGREENSBORONC27401NONEPCGENERAL CHARITABLE PURPOSE$12,000
K-LOVE
PO BOX 2098OMAHANE68103NONEPCGENERAL CHARITABLE PURPOSE$12,000
MS SOCIETY
1100 NEW YORK AVENUEWASHINGTONDC20005NONEPCGENERAL CHARITABLE PURPOSE$5,000
NATIONAL MS SOCIETY
4601 CHARLOTTE PARK DR 130CHARLOTTENC28217NONEPCGENERAL CHARITABLE PURPOSE$1,000
NOLS
284 LINCOLN STREETLANDERWY82520NONEPCGENERAL CHARITABLE PURPOSE$3,000
PEAK ENCOUNTER MINISTRIES
POBOX 1077MALVERNPA19355NONEPCGENERAL CHARITABLE PURPOSE$10,000
RAILS TO TRAILS CONSERVANCY
2445 M STREET NW SUITE 650WASHINGTONDC20037NONEPCGENERAL CHARITABLE PURPOSE$15,000
SALVATION ARMY
307 W GATE CITY BLVDGREENSBORONC27406NONEPCGENERAL CHARITABLE PURPOSE$12,000
THE ASHBROOK CENTER
401 COLLEGE AVENUEASHLANDOH44805NONEPCGENERAL CHARITABLE PURPOSE$10,000
THE MUSIC ACADEMY OF NORTH CAROLINA
1327 BEAMAN PLACE SUITE 100GREENSBORONC27408NONEPCGENERAL CHARITABLE PURPOSE$30,000
UNCG
1400 SPRING GARDEN STREETGREENSBORONC27412NONEPCGENERAL CHARITABLE PURPOSE$50,500
VERSE BY VERSE MINISTRIES
PO BOX 702107SAN ANTONIOTX78270NONEPCGENERAL CHARITABLE PURPOSE$1,500
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27109NONEPCFOR THE WAKE FOREST UNIVERSITY ANNUAL FUND AND OTHER GENERAL CHARITABLE PURPOSES$42,000
WESTOVER CHURCH
505 MUIRS CHAPEL ROADGREENSBORONC27410NONEPCGENERAL CHARITABLE PURPOSE$66,500
WILD AT HEART WILDLIFE SANCTUARY
106 CONLEY HILLS DRRICHLANDSNC28574NONEPCGENERAL CHARITABLE PURPOSE$14,001
WORLD NEWS GROUP
PO BOX 20002ASHEVILLENC28802NONEPCGENERAL CHARITABLE PURPOSE$30,000
ALS ASSOCIATION
1300 WILSON BLVD SUITE 600ARLINGTONVA22209NONEPCGENERAL CHARITABLE PURPOSE$250
BOYS & GIRLS CLUB
701 N RALEIGH BLVDRALEIGHNC27610NONEPCGENERAL CHARITABLE PURPOSE$3,000
BRAAC
1036 MAIN STREETBLOWING ROCKNC28605NONEPCGENERAL CHARITABLE PURPOSE$250
COMMUNITY BIBLE
790 STOUT ROADCOLORADO SPRINGSCO80921NONEPCGENERAL CHARITABLE PURPOSE$10,000
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVE SUITE 1100NBETHESDAMD20814NONEPCGENERAL CHARITABLE PURPOSE$500
EAST COAST GREENWAY ALLIANCE
5826 FAYETTEVILLE ROAD SUITE 210DURHAMNC27713NONEPCGENERAL CHARITABLE PURPOSE$12,500
GATEWAY EDUCATION CENTER
3205 E WENDOVER AVEGREENSBORONC27405NONEPCGENERAL CHARITABLE PURPOSE$5,000
HIRSCH WELLNESS NETWORK
1250 REVOLUTION MILL DRIVEGREENSBORONC27405NONEPCGENERAL CHARITABLE PURPOSE$2,500
INTERNATIONAL MOUNTAIN BIKING ASSOCIATION
PO BOX 20280BOULDERCO80308NONEPCGENERAL CHARITABLE PURPOSE$300
MALACHI HOUSE
PO BOX 3171GREENSBORONC27402NONEPCGENERAL CHARITABLE PURPOSE$250
MISSION GREENSBORO - CITY OF GREENSBORO
300 W WASHINGTON STGREENSBORONC27401NONEPCGENERAL CHARITABLE PURPOSE$350
PIONEERS BLUE
10123 WILLI8AM CAREY DRORLANDOFL32832NONEPCGENERAL CHARITABLE PURPOSE$900
PRAGERU
15021 VENTURA BLVD 552SHERMAN OAKSCA91403NONEPCGENERAL CHARITABLE PURPOSE$2,500
THE BUILD FOR GOD FOUNDATION
102 CROMWELL BRIDGE RDTOWSONMD21286NONEPCGENERAL CHARITABLE PURPOSE$5,000
UNC PUBLIC HUMANITIES
1700 MARTIN LUTHER KING JR BLVDCHAPEL HILLNC27514NONEPCGENERAL CHARITABLE PURPOSE$4,000
THROUGH THE WORD
PO BOX 673HUNTINGTON BEACHCA92648NONEPCGENERAL CHARITABLE PURPOSE$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$651,006TotalGrantOrContriPdDurYrAmt
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$443,364ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$232,908ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$676,272ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$676,272TotalIncomeProducingActyAmt

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

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$106,440USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$108,460USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDSAT COST$4,830,843$6,200,615
STOCKSAT COST$3,378,264$10,253,796
REITAT COST$7,464$21,980

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$77BOYBookValueAmt
EOY Book Value$96EOYBookValueAmt
EOYFMV$96EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTION ADJUSTMENTDesc
Amt$3,361Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCHECK FEEDesc
Revenue And Expenses Per Books$5RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$63,929Amt
Net Investment Income$63,929NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOOMIS FOUNDATIONBusinessNameLine1Txt

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
FOREIGN TAXES$7,787$7,787$0
FEDERAL EXCISE TAX$5,476$0$0

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