LOOMIS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOOMIS FOUNDATION INC (EIN 56-1849009)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202331309349104228
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T15:33:25-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5454 W 110TH STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561849009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOOMIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOOM | BusinessNameControlTxt |
| Phone | 9137422727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5454 W 110TH STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLTON BURNS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9137422727 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLTON | PersonFirstNm |
| Person Last | BURNS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN M HAKE CPA | PreparerPersonNm |
| PTIN | P01270403 | PTIN |
| Phone | 9133382727 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,122,086 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,516,713 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,180,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,014,887 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$622,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,700,098 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,075,290 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,014,887 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $144,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $144,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $176,491 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $158,842 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,649 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,648 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,981 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$2,264 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $236 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$2,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $375,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $159,149 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,040,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,040,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,415,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,199,149 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$340,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $827,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $187,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $203,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,729 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $856,622 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $859,030 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,549,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,695,782 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,720,603 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,942,354 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,110,791 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,338,498 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,127 | OtherAssetsBOYAmt |
| Other Assets EOY | $226 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $226 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,685,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,867,150 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,122,086 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,516,412 | CapitalStockBOYAmt |
| Capital Stock EOY | $28,516,412 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,831,338 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,649,262 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,685,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,867,150 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,685,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,867,150 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,685,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$340,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $835,832 | OtherIncreasesAmt |
| Subtotal | $27,180,321 | SubtotalAmt |
| Other Decreases | $313,171 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,867,150 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TD AMERITRADE | P | 2022-01-01 | 2022-12-31 | $438,797 | $454,918 | -$16,121 | -$16,121 |
| TD AMERITRADE | P | 2022-01-01 | 2022-12-31 | $1,261,182 | $1,014,101 | $247,081 | $247,081 |
| DOROTHY DILLARD BURNS ESTATE | P | 2022-01-01 | 2022-12-31 | $95 | -$95 | -$95 | |
| DOROTHY DILLARD BURNS ESTATE | P | 2022-01-01 | 2022-12-31 | $853,073 | -$853,073 | -$853,073 | |
| CAPITAL GAINS DIVIDENDS | P | $119 | $119 | $119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$622,089 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,507 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,507 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,507 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,613 | OverpaymentAmt |
| Applied To ES Tax | $8,613 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLTON BURNS | IndividualWithBooksNm |
| Phone | 2523549901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 SANDFIDDLER COURT | AddressLine1Txt |
| City | MOREHEAD CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28557 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLTON BURNS | ||||||||
| 402 SANDFIDDLER COURT | MOREHEAD CITY | NC | 28557 | TREASURER | 10.00 | $48,000 | $0 | $0 |
| JOSEPH BURNS | ||||||||
| 5 LAKE FOREST COURT | GREENSBORO | NC | 27408 | PRESIDENT | 3.00 | $48,000 | $0 | $0 |
| WILLIAM BURNS | ||||||||
| 2451 CUMBERLAND PKWY SUITE 3611 | ATLANTA | GA | 30339 | SECRETARY | 3.00 | $48,000 | $0 | $0 |
| KAREN BURNS | ||||||||
| 2451 CUMBERLAND PKWY SUITE 3611 | ATLANTA | GA | 30339 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| WILLIAM BURNS IV | ||||||||
| 298 SAWBUCK DRIVE | INLET BEACH | FL | 32461 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| SALLY BURNS | ||||||||
| 2451 CUMBERLAND PKWY SUITE 3611 | ATLANTA | GA | 30339 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| MOLLY BURNS | ||||||||
| 5 LAKE FOREST COURT | GREENSBORO | NC | 27408 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| MAGGIE BURNS | ||||||||
| 5 LAKE FOREST COURT | GREENSBORO | NC | 27408 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| BEAU BURNS | ||||||||
| 5 LAKE FOREST COURT | GREENSBORO | NC | 27408 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| JAKE BURNS | ||||||||
| 5 LAKE FOREST COURT | GREENSBORO | NC | 27408 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| PEGGY BURNS | ||||||||
| 402 SANDFIDDLER COURT | MOREHEAD CITY | NC | 28557 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| ANDREW R JETT | ||||||||
| 4601 LONGWOOD DRIVE | CHARLOTTE | NC | 28209 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| ZACHARY M JETT | ||||||||
| 9624 SWEET CEDAR LANE | CHARLOTTE | NC | 28210 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| JACKSON BURNS | ||||||||
| 6716 ROHNERVILLE RD | HYDESVILLE | CA | 95547 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,113,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,707 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,266,665 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,266,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $634,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,632,665 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,081,633 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,081,633 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,507 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,507 | TotalTaxAmt |
| Distributable Before Adj | $2,070,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,072,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,072,626 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,199,149 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,199,149 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,072,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,191,429 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,199,149 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,191,429 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,064,906 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM BURNS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (146 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SPECIAL BLEND | |||||||
| POBOX 4083 | GREENSBORO | NC | 27404 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| AIR1 | |||||||
| POBOX 2118 | OMAHA | NE | 68103 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| ALL SAINTS CHURCH | |||||||
| 4124 FARRINGTON RD | DURHAM | NC | 27707 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| ALS ASSOCIATION | |||||||
| 1300 WILSON BOULEVARD STE 600 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| ANIMAL ADVOCATES OF CHATTOOGA | |||||||
| PO BOX 220 | SUMMERVILLE | GA | 30747 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| ASHBROOK CENTER | |||||||
| 401 COLLEGE AVE | ASHLAND | OH | 44805 | NONE | PC | GENERAL CHARITABLE PURPOSE | $8,000 |
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | |||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| BLACK MOUNTAIN WEEKEND | |||||||
| PO BOX 10489 | RALEIGH | NC | 27605 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| BLUE LETTER BIBLE | |||||||
| 29 RANCHO CIRCLE | LAKE FOREST | CA | 92630 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| BRIDGEVILLE COMMUNITY CENTER | |||||||
| 38717 KNEELAND ROAD | BRIDGEVILLE | CA | 95526 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| BRIDGEVILLE VOLUNTEER | |||||||
| PO BOX 4 | BRIDGEVILLE | CA | 95526 | NONE | PC | GENERAL CHARITABLE PURPOSE | $30,000 |
| BROAD STREET CLINIC | |||||||
| 534 N 35TH STREET STE K | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| BUDDY AND ANGELS ANIMAL RESCUE | |||||||
| PO BOX 4263 | ARCATA | CA | 95518 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| CAMP ALBEMARLE | |||||||
| 156 ALBEMARLE DR | NEWPORT | NC | 28570 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| CANINE CELLMATES | |||||||
| 901 RICE STREET NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| CAPERNAUM MINISTRIES | |||||||
| 3500 CANAL RD | LAKE WALES | FL | 33898 | NONE | PC | GENERAL CHARITABLE PURPOSE | $17,500 |
| CARING AND SHARING SOUTH WALTON | |||||||
| 112 LYNN DRIVE | SANTA ROSA BEACH | FL | 32459 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| CAROLINA EAST FOUNDATION | |||||||
| 233 MIDDLE ST | NEW BERN | NC | 28560 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| CARON ATLANTA | |||||||
| 1200 ASHWOOD PKWY SUITE 125 | ATLANTA | GA | 30338 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| CARTERET HEALTH CARE FOUNDATION | |||||||
| 3500 ARENDELL ST | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| CAUCASIAN OVCHARKA RESCUE | |||||||
| LITTLE MOUNTAIN | CHARDON | OH | 44024 | NONE | PC | GENERAL CHARITABLE PURPOSE | $11,000 |
| CCC FOUNDATION | |||||||
| 1102 W ST STE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | GENERAL CHARITABLE PURPOSE | $8,000 |
| CENTER FOR CHRISTIANITY SCHOLARS | |||||||
| 608 N BUCHANAN BLVD | DURHAM | NC | 27701 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CHC FOUNDATION | |||||||
| 600 PEACHTREE ST NE 1000 | ATLANTA | GA | 30308 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| CHILDREN'S VOLUNTEER HEALTH NETWORK | |||||||
| 1884 S COUNTY HWY 393 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| CHRIST THE KING EPISCOPAL CHURCH | |||||||
| 480 NORTH COUNTY HWY 393 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| CLOUDLAND VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 277 | MENLO | GA | 30731 | NONE | PC | GENERAL CHARITABLE PURPOSE | $7,500 |
| COASTAL PREGNANCY CARE CENTER | |||||||
| 4050 ARENDELL ST STE I | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,000 |
| COMMUNITY BIBLE STUDY | |||||||
| 790 STOUT ROAD | COLORADO SPRINGS | CO | 80921 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| CONYERS FIRST METHODIST CHURCH | |||||||
| 921 NORTH MAIN ST NW | CONYERS | GA | 30012 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| CORE SOUND WATERFOWL MUSEUM | |||||||
| 1785 ISLAND ROAD | HARKERS ISLAND | NC | 28531 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| COVENANT PRESBYTERIAN CHURCH | |||||||
| 1000 E MOREHEAD ST | CHARLOTTE | NC | 28204 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CROSS EXAMINE | |||||||
| PO BOX 78956 | CHARLOTTE | NC | 28271 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CROSSNORE SCHOOL | |||||||
| POBOX 249 | CROSSNORE | NC | 286160249 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,000 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| CRYSTAL COAST AUTISM CENTER | |||||||
| 5242 US-70 | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CRYSTAL COAST FCA | |||||||
| 2204 NORTH RD | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| CRYSTAL COAST HOSPICE HOUSE | |||||||
| 100 BIG ROCK WEIGH | NEWPORT | NC | 28570 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| CRYSTAL COAST TEEN CBS | |||||||
| 614 W CORBETT AVENUE | SWANSBORO | NC | 28584 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| CULTURAL ARTS ALLIANCE OF WALTON COUNTY | |||||||
| 105 HOGTOWN BAYOU LANE | SANTA ROSA BEACH | FL | 32459 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| DESTIN CHARITY WINE AUCTION FOUNDATION | |||||||
| 195 GRAND BLVD STE 200 | MIRAMAR BEACH | FL | 32550 | NONE | PC | GENERAL CHARITABLE PURPOSE | $21,500 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | GENERAL CHARITABLE PURPOSE | $6,000 |
| DYLANS HEARTS | |||||||
| 3508A GASTON RD | GREENSBORO | NC | 27407 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| EMERALD COAST CHILDREN'S ADVOCACY CENTER | |||||||
| 401 MCEWEN DR | NICEVILLE | FL | 32578 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| ENGINEERING MINISTRIES INTERNATIONAL | |||||||
| 130 E KIOWA ST 200 | COLORADO SPRINGS | CO | 80903 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| EPISCOPAL HIGH SCHOOL | |||||||
| 1200 N QUAKER LANE | GREENBORO | NC | 22302 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| FAMILY SERVICE OF GREENSBORO | |||||||
| 315 E WASHINGTON ST | GREENSBORO | NC | 27401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| FEED MY LAMBS INC | |||||||
| 560 FAIRGROUND ST NE | MARIETTA | GA | 30060 | NONE | PC | GENERAL CHARITABLE PURPOSE | $35,000 |
| FELLOWSHIP CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,835 |
| FELLOWSHIP HALL | |||||||
| 3911 PROSPECT AVE | KANSAS CITY | MO | 64130 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| FINDING PURPOSE | |||||||
| 3700 COMPUTER DRIVE STE 340 | RALEIGH | NC | 27601 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 900 ARENDELL STREET | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| FLYING CHANGE FOUNDATION | |||||||
| 9075 GULLATT RD | CHATTAHOOCHEE HILLS | GA | 30268 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| FRIENDS OF SO WALTON SEA TURTLES | |||||||
| 174 WATERCOLOR WAY STE 103 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | GENERAL CHARITABLE PURPOSE | $3,000 |
| FRIENDS OF SPOONERS CREEK ASSOICATION | |||||||
| 408 SANDFIDDLER CT | MOREHEAD CITY | NC | 285572530 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500 |
| GEORGIA STATE GOLF ASSOCIATION | |||||||
| 2205 NORTHSIDE DR NW SUITE 200 | ATLANTA | GA | 30305 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| GLOBAL EFFECT MINISTRIES INC | |||||||
| PO BOX 611635 | ROSEMARY BEACH | FL | 32461 | NONE | PC | GENERAL CHARITABLE PURPOSE | $7,500 |
| GNN RADIO | |||||||
| PO BOX 510 | APPLING | GA | 30802 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| GREENHILL CENTER FOR NORTH CAROLINA ART | |||||||
| 200 N DAVIE ST | GREENSBORO | NC | 27401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| GREENSBORO DAY SCHOOL | |||||||
| 5401 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,500 |
| GREENSBORO FELLOWS | |||||||
| 5574 GARDEN VILLAGE WAY | GREENSBORO | NC | 27410 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| GREENSBORO HISTORY MUSEUM | |||||||
| 130 SUMMIT AVE | GREENSBORO | NC | 27401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $7,000 |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 W GATE CITY BLVD | GREENSBORO | NC | 27406 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,000 |
| HAVEN HOUSE | |||||||
| 1008 BULLARD COURT | RALEIGH | NC | 27615 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| HERITAGE FOUNDATOIN OF FRANKLIN & WILLIAM | |||||||
| 112 BRIDGE ST | FRANKLIN | TN | 37064 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| HIGH MOUNTAIN INSTITUTE | |||||||
| 531 COUNTY RD 5A | LEADVILLE | CO | 80461 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| HIGH MUSUEM OF ART | |||||||
| 1280 PEACHTREE RD NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| HOLY SPIRIT | |||||||
| 3910 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| HOPE ACADEMY | |||||||
| 7655 BRUTON SMITH BLVD | CONCORD | NC | 28027 | NONE | PC | GENERAL CHARITABLE PURPOSE | $26,450 |
| HOPE CLINIC | |||||||
| 203 NORTH STREET | BAYBORO | NC | 28515 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,500 |
| HOPE MISSION OF CARTERET COUNTY | |||||||
| 1410 BRIDGES STREET | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| IMPACT100 OF NORTHWEST FLORIDA INC | |||||||
| 2113 LEWIS TURNER BLVD SUITE 100 | FORT WALTON BEACH | FL | 32547 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| JAMES 123 INC | |||||||
| 402 SANDFIDDLER COURT | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $45,000 |
| JESUSNET | |||||||
| 20524 118TH AVE SE | SNOHOMISH | WA | 98296 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| JULIETS HOUSE ANIMAL RESCUE | |||||||
| 111 MONTICELLO ST | GREENSBORO | NC | 27410 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 22443 | NEW YORK | NY | 10087 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| LIFELINE ANIMAL PROJECT | |||||||
| PO BOX 15466 | ATLANTA | GA | 30333 | NONE | PC | GENERAL CHARITABLE PURPOSE | $30,000 |
| LITTLE RIVER WATERKEEPER | |||||||
| 215 GRAND AVE SW STE A | FORT PAYNE | AL | 35967 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| MAD RESCUE | |||||||
| 1667 BROWN CITY RD | IMLAY CITY | MI | 48444 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| MADISON FIREFIGHTER CHARITY FUND | |||||||
| PO BOX 1012 | MADISON | GA | 30650 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| MARC FOUNDATION | |||||||
| 2701 S LINDBERGH | ST LOUIS | MS | 63131 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| MCINTOCH COUNTY ART ASSOCIATION | |||||||
| 404 NORTH WAY | DARIEN | GA | 31305 | NONE | PC | GENERAL CHARITABLE PURPOSE | $7,500 |
| MIDDLE FORK GREENWAY | |||||||
| 166 FURMAN RD | BOONE | NC | 28607 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| MORGAN'S CHAPEL UNITED METHODIST CHURCH | |||||||
| 3308 SHELLMAN BLUFF ROAD NE | TOWNSEND | GA | 31331 | NONE | PC | GENERAL CHARITABLE PURPOSE | $8,000 |
| MUSEUM OF FINE ARTS ST PETERSBURG | |||||||
| 255 BEACH DR NE | ST PETERSBURG | FL | 33701 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| MUSIC ACADEMY OF NC | |||||||
| 1327 BEAMAN PL | GREENSBORO | NC | 27408 | NONE | PC | GENERAL CHARITABLE PURPOSE | $30,000 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 11625 RAINWATER DRIVE SUITE 500 | ALPHARETTA | GA | 30009 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| NATIONAL MS SOCIETY | |||||||
| 3 CENTERVIEW DRIVE STE 101 | GREENBORO | NC | 27407 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,500 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| NC AQUARIUM SOCIETY | |||||||
| 3125 POPLARWOOD COURT STE 160 | RALEIGH | NC | 27604 | NONE | PC | GENERAL CHARITABLE PURPOSE | $35,300 |
| NC COMMUNITY FOUNDATION | |||||||
| 3737 GLENWOOD AVE 460 | RALEIGH | NC | 27612 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| NOLS ANNUAL FUND | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| NORTH CAROLINA COASTAL FEDERATION | |||||||
| 3609 HWY 24 | NEWPORT | NC | 28570 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| OFFICE OF DEVELOPMENT -COLLEGE OF VET MED UGA | |||||||
| 501 DW BROOKS DRIVE | ATHENS | GA | 30602 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| ONE HARBOR CHURCH | |||||||
| 1605 FISHER ST | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $148,000 |
| PARADISE GARDEN FOUNDATION | |||||||
| 200 NORTH LEWIS STREET | SUMMERVILLE | GA | 30747 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| PARKVIEW BAPTIST CHURCH | |||||||
| 4738 ARENDELL ST | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| PEACHTREE ROAD UMC | |||||||
| 3180 PEACHTREE ROAD | ATLANTA | GA | 30305 | NONE | PC | GENERAL CHARITABLE PURPOSE | $18,000 |
| POINT OF VIEW | |||||||
| PO BOX 30 | DALLAS | TX | 75221 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| PREGNANCY NETWORK | |||||||
| 625 FULTON STREET | GREENSBORO | NC | 27401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| PURPLE HEART OUTDOORS | |||||||
| 1122 HICKORY ST | MORGAN CITY | LA | 70380 | NONE | PC | GENERAL CHARITABLE PURPOSE | $8,000 |
| QUAIL HOLLOW PRESCHOOL | |||||||
| 8801 PARK RD | CHARLOTTE | NC | 28210 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| RAILS TO TRAILS | |||||||
| 2121 WARD COURT NW 5TH FLOOR | WASHINGTON | DC | 20037 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| RANDOM ACTS OF KINDNESS | |||||||
| 2020 GRAND RIVER ANX STE 100 | BRIGHTON | MI | 48114 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| RED CLAY RESCUE | |||||||
| PO BOX 1012 | LYERLY | GA | 30730 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| RED DOG FARM ANIMAL RESCUE | |||||||
| 8653 NC-65 | STOKESDALE | NC | 27357 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| REDEEMER CITY CHURCH | |||||||
| 1330 OLD APEX ROAD | CARY | NC | 27513 | NONE | PC | GENERAL CHARITABLE PURPOSE | $7,000 |
| RIVERDALE UNITED METHODIST CHURCH | |||||||
| 5195 HWY 70 E | NEW BERN | NC | 28562 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,000 |
| SADDLE UP | |||||||
| 1549 OLD HILLSBORO RD | FRANKLIN | TN | 37069 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| SALVATION ARMY OF GREENSBORO | |||||||
| 1001 FREEMAN MILL RD | GREENSBORO | NC | 27406 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | GENERAL CHARITABLE PURPOSE | $11,000 |
| SANCTUARY HOUSE OF GREENSBORO | |||||||
| 518 N ELM ST | GREENSBORO | NC | 27401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| SEASIDE SCHOOL FOUNDATION | |||||||
| PO BOX 4825 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| SIGMA NU EDUCATIONAL FOUNDATION | |||||||
| 9 NORTH LEWIS ST | LEXINGTON | VA | 24450 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| SINFONIA | |||||||
| PO BOX 6326 | DESTIN | FL | 32550 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| SUNKISSED ACRES | |||||||
| 536 WOODS ROAD | SUMMERVILLE | GA | 30747 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| TAILS OF NYE COUNTY INC | |||||||
| 520 EAST STREET STE B | PAHRUMP | NV | 89048 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| THE ALYS FOUNDATION | |||||||
| 9581 E COUNTY HWY 30A BLDG D | ALYS BEACH | FL | 32461 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| THE HIGH MUSEUM OF ART | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL CHARITABLE PURPOSE | $8,000 |
| THE MCCALLIE SCHOOL | |||||||
| 500 DODDS AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL CHARITABLE PURPOSE | $55,000 |
| THE MIRIAM | |||||||
| PO BOX 162 | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| THE VENUE MINISTRIES | |||||||
| 3430 REGAL CREST DR | LONGWOOD | FL | 32779 | NONE | PC | GENERAL CHARITABLE PURPOSE | $3,000 |
| THE WAKE FOREST FUND | |||||||
| 1834 WAKE FOREST RD | WINSTONSALEM | NC | 27106 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| TJS CHURCH | |||||||
| 100 MAGNOLIA LN | HUBERT | NC | 28539 | NONE | PC | GENERAL CHARITABLE PURPOSE | $26,200 |
| TRINITY BROADCASTING NETWORK | |||||||
| 2442 MICHELLE DR | TUSTIN | CA | 92780 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| UGA FOUNDATION UNIVERSITY OF GEORGIA | |||||||
| 1 PRESS PL STE 101 | ATHENS | GA | 30601 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| UNDYING HOPE INTERNATIONAL | |||||||
| 5350 BELLAIRE BLVD | HOUSTON | TX | 77402 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| UNITED WAY OF COASTAL CAROLINA | |||||||
| 601 BROAD STREET | NEW BERN | NC | 28563 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| UNIVERSITY OF NORTH CAROLINA GREENSBORO | |||||||
| 1400 SPRING GARDEN ST | GREENSBORO | NC | 27412 | NONE | PC | CHANCELLORS NEED FUND, LIBRARY, SAFE FUND, SPARTAN CLUB | $115,000 |
| VIRGINIA EPISCOPAL DEVELOPMENT | |||||||
| 400 VES RD | LYNCHBURG | VA | 24503 | NONE | PC | GENERAL CHARITABLE PURPOSE | $17,000 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | PC | GENERAL CHARITABLE PURPOSE | $71,715 |
| WESTCHESTER COUNTRY DAY SCHOOL | |||||||
| 2045 N OLD GREENSBORO RD | HIGH POINT | NC | 27265 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| WESTOVER CHURCH | |||||||
| 505 MUIRS CHAPEL RD | GREENSBORO | NC | 27410 | NONE | PC | GENERAL CHARITABLE PURPOSE | $60,000 |
| WILD AT HEART | |||||||
| PO BOX 51065 | COLORADO SPRINGS | CO | 80949 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| WILD SOULS RANCH | |||||||
| PO BOX 396 | EUREKA | CA | 95502 | NONE | PC | GENERAL CHARITABLE PURPOSE | $7,000 |
| WOODWARD ACADEMY | |||||||
| 1662 W RUGBY AVE | COLLEGE PARK | GA | 30337 | NONE | PC | GENERAL CHARITABLE PURPOSE | $77,500 |
| WORLD NEWS GROUP | |||||||
| PO BOX 20002 | ASHEVILLE | NC | 28802 | NONE | PC | GENERAL CHARITABLE PURPOSE, WORLD MOVERS FUND | $22,000 |
| YMCA OF GREENSBORO | |||||||
| 620 GREEN VALLEY RD 210 | GREENSBORO | NC | 27408 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,000 |
| YOU VERSION | |||||||
| 4600 E 2ND ST | EDMOND | OK | 73034 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| YOUNG LIFE CRYSTAL COAST | |||||||
| PO BOX 461 | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| YOUNG LIFE GREENSBORO | |||||||
| 4713 KINGSWOOD DR | GREENSBORO | NC | 27410 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| YOUNG LIFE INTERNATIONAL | |||||||
| POBOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,040,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,180,666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$622,089 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $558,577 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $558,577 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY DILLARD BURNS ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 SANDFIDDLER CT | AddressLine1Txt |
| City | MOREHEAD CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28557 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,516,123 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS ETF & STOCKS (DETAILED INFORMATION AVAILABLE UPON REQUEST) | NoncashPropertyDesc |
| Fair Market Value | $789,147 | FairMarketValueAmt |
| Received | 2022-06-07 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $10,695,782 | EOYBookValueAmt |
| EOYFMV | $22,720,603 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $856,622 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $859,030 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $15,110,791 | BookValueAmt |
| EOYFMV | $17,338,498 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $6,127 | BOYBookValueAmt |
| EOY Book Value | $226 | EOYBookValueAmt |
| EOYFMV | $226 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISITRIBUTION ADJUSTMENTS | $131,774 |
| UNREALIZED GAIN ON CONTRIBUTED DONATIONS | $181,397 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $236 | $236 | $0 |
| PRIOR YEAR DISTRIBUTION RETURNED BY CHARITY | -$2,500 | $0 | -$2,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE ON PASSTHROUGHS | Desc |
| Amt | $835,832 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT & ADVISORY FEES | CategoryTxt |
| Amt | $176,491 | Amt |
| Net Investment Income | $158,842 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,649 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY DILLARD BURNS ESTATE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 SANDFIDDLER CT | AddressLine1Txt |
| City | MOREHEAD CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28557 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $27,981 | $27,981 | $0 |
| FEDERAL TAXES | $29,667 | $0 | $0 |
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