LOOMIS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LOOMIS FOUNDATION INC (EIN 56-1849009)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-13
- IRS object ID
- 202132259349100918
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-13T15:21:25-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-08-13 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN M HAKE CPA | PreparerPersonNm |
| PTIN | P01270403 | PTIN |
| Phone | 9133382727 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,929,003 | 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 | $100,197 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,112,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $935,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$862,308 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,758,727 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$43,445 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $121 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $307,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $935,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $87,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $167,088 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,379 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,709 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $173 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $173 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,725 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $305,218 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $176,277 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,734,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,734,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,039,385 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $176,277 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,837,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,732,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $759,175 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $247,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $185,814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $185,814 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,290 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,981,024 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,553,745 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,113,907 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,695,694 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,541,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,155,169 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,626,770 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $550 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,512 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,512 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,516,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,897,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,929,003 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,619,172 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,516,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,897,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,516,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,897,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,516,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,732,361 | ExcessRevenueOverExpensesAmt |
| Other Increases | $210,728 | OtherIncreasesAmt |
| Subtotal | $26,994,779 | SubtotalAmt |
| Other Decreases | $97,539 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,897,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| TD AMERITRADE INSTITUTIONAL | P | 2020-12-31 | $3,169,902 | $3,125,963 | $43,939 | $43,939 |
| TD AMERITRADE INSTITUTIONAL | P | 2020-12-31 | $5,117,406 | $5,936,831 | -$819,425 | -$819,425 |
| TD AMERITRADE INSTITUTIONAL | P | 2020-12-31 | $470,000 | $470,000 | $0 | $0 |
| MLP BASIS ADJUSTMENT | P | 2020-12-31 | $81,685 | -$81,685 | -$81,685 | |
| CAPITAL GAINS DIVIDENDS | P | $1,419 | $1,419 | $1,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$855,752 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,160 | 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 | $16,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,607 | OverpaymentAmt |
| Applied To ES Tax | $5,607 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | $29,000 | $0 | $0 |
| JOSEPH BURNS | ||||||||
| 5 LAKE FOREST COURT | GREENSBORO | NC | 27408 | PRESIDENT | 3.00 | $29,000 | $0 | $0 |
| WILLIAM BURNS | ||||||||
| 2451 CUMBERLAND PKWY SUITE 3611 | ATLANTA | GA | 30339 | SECRETARY | 3.00 | $29,000 | $0 | $0 |
| KAREN BURNS | ||||||||
| 2451 CUMBERLAND PKWY SUITE 3611 | ATLANTA | GA | 30339 | ASSOCIATE | 1.00 | $0 | $0 | $0 |
| WILLIAM BURNS IV | ||||||||
| 613 ESTES ROAD | NASHVILLE | TN | 37215 | 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 | $36,678,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,725,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,725,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $550,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,174,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,808,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,808,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,553 | TotalTaxAmt |
| Distributable Before Adj | $1,798,181 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,750 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,802,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,802,931 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,837,884 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,837,884 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,837,884 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,802,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,795,955 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,837,884 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,795,955 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,929 | 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 | $1,761,002 | 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 (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 10 KARAT HEART OF GOLD SCHOLARSHIP ENDOWMENT | |||||||
| 301 MAIN ST STE 2-5 | DANBURY | CT | 06810 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| A SPECIAL BLEND | |||||||
| POBOX 4083 | GREENSBORO | NC | 27404 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| ABE'S GARDEN | |||||||
| 115 WOODMONT BLVD | NASHVILLE | TN | 37205 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| AIR1 | |||||||
| POBOX 2118 | OMAHA | NE | 68103 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| ALEXANDRIA PRESBYTERIAN CHURCH | |||||||
| 2405 RUSSEL RD | ALEXANDRIA | VA | 22301 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,000 |
| ALL SAINTS CHURCH | |||||||
| 4124 FARRINGTON RD | DURHAM | NC | 27707 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,000 |
| 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 | $7,000 |
| ANDREW JACKSON FOUNDATIONTHE HERMITAGE | |||||||
| 4580 RACHELS LANE | NASHVILLE | TN | 37076 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| ASHBROOK CENTER | |||||||
| 401 COLLEGE AVE | ASHLAND | OH | 44805 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| ATLANTA FOOD BANK | |||||||
| 3400 N DESERT DR | EAST POINT | GA | 30344 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| BEACON CENTER | |||||||
| POBOX 781 | WATERTOWN | SD | 57201 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| BOY SCOUTS OF ATLANTA | |||||||
| 1800 CIRCLE 75 PKWY | ATLANTA | GA | 30339 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION | |||||||
| POBOX 382 | BRENTWOOD | TN | 37024 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| BRIDGEVILLE VOLUNTEER | |||||||
| PO BOX 4 | BRIDGEVILLE | CA | 95526 | NONE | PC | GENERAL CHARITABLE PURPOSE | $13,000 |
| BROAD STREET CLINIC | |||||||
| 534 N 35TH STREET STE K | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| BROOK HOLLOW BAPTIST CHURCH | |||||||
| 678 BROOK HOLLOW RD | NASHVILLE | TN | 37205 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| BUCKHEAD CHRISTIAN MINISTRIES | |||||||
| 2847 PIEDMONT RD NE | ATLANTA | GA | 30305 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| CALIFORNIA FIRE FUND | |||||||
| PO BOX 944246 | SACRAMENTO | CA | 94244 | NONE | PC | GENERAL CHARITABLE PURPOSE | $9,000 |
| CAMP ALBEMARLE | |||||||
| 156 ALBEMARLE DR | NEWPORT | NC | 28570 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| CANINE CELLMATES | |||||||
| 901 RICE STREET NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL CHARITABLE PURPOSE | $8,000 |
| CAPERNAUM MINISTRIES | |||||||
| 3500 CANAL RD | LAKE WALES | FL | 33898 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| CAROLINA EAST FOUNDATION | |||||||
| 233 MIDDLE ST | NEW BERN | NC | 28560 | NONE | PC | GENERAL CHARITABLE PURPOSE | $7,000 |
| CAUCASIAN OVCHARKA RESCUE | |||||||
| LITTLE MOUNTAIN | CHARDON | OH | 44024 | NONE | PC | GENERAL CHARITABLE PURPOSE | $6,000 |
| CCC FOUNDATION | |||||||
| 1102 W ST STE 4800 | SACRAMENTO | CA | 95811 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| CDC FOUNDATION | |||||||
| 600 PEACHTREE ST NE 1000 | ATLANTA | GA | 30308 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CENTERSTONE FOUNDATION INC | |||||||
| 44 VANTAGE WAY STE 400 | NASHVILLE | TN | 37228 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| CHATTAHOOCHEE RIVER KEEPER | |||||||
| 916 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL CHARITABLE PURPOSE | $9,000 |
| CHEEKWOOD BOTANICAL GARDEN & MUSEUM OF ART | |||||||
| 1200 FORREST PARK DR | NASHVILLE | TN | 37205 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CHRISTIAN SURFERS USA | |||||||
| PO BOX 9 | ST AUGUSTINE | FL | 32085 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,000 |
| COLLEGE OF VETERINARY MEDICINE | |||||||
| 501 DW BROOKS DRIVE | ATHENS | GA | 30602 | NONE | PC | GENERAL CHARITABLE PURPOSE | $20,000 |
| COLORADO COLLEGE | |||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| COMMUNITY BIBLE STUDY | |||||||
| 790 STOUT ROAD | COLORADO SPRINGS | CO | 80921 | NONE | PC | GENERAL CHARITABLE PURPOSE | $18,000 |
| COMMUNITY FOOD BANK | |||||||
| 3801 TOPPING AVENUE | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| CORE SOUND WATERFOWL MUSEUM | |||||||
| 1785 ISLAND ROAD | HARKERS ISLAND | NC | 28531 | NONE | PC | GENERAL CHARITABLE PURPOSE | $3,000 |
| CRIMSON TIDE FOUNDATION | |||||||
| 920 PAUL W BRYANT DR | TUSCALOOSA | AL | 35401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| CROSS EXAMINE | |||||||
| PO BOX 78956 | CHARLOTTE | NC | 28271 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| CROSSNORE SCHOOL | |||||||
| POBOX 249 | CROSSNORE | NC | 286160249 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| 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 TEEN CBS | |||||||
| 614 W CORBETT AVENUE | SWANSBORO | NC | 28584 | NONE | PC | GENERAL CHARITABLE PURPOSE | $3,000 |
| DARIEN METHODIST CHURCH | |||||||
| 201 FRANKLIN ST VERNON SQUARE | DARIEN | GA | 31305 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 |
| DILLARD SCHOLARSHIP | |||||||
| 2601 GENTILLY BOULEVARD | NEW ORLEANS | LA | 70122 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| DOLLYWOOD FOUNDATION | |||||||
| 2700 DOLLYWOOD PARKS BLVD | PIGEON FORGE | TN | 37863 | NONE | PC | GENERAL CHARITABLE PURPOSE | $9,500 |
| DYLANS HEARTS | |||||||
| 3508A GASTON RD | GREENSBORO | NC | 27407 | NONE | PC | GENERAL CHARITABLE PURPOSE | $4,370 |
| ED CHOICE | |||||||
| 111 MONUMENT CIRCLE STE 2650 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| 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 | $2,500 |
| EPISCOPAL HIGH SCHOOL | |||||||
| 1200 N QUAKER LANE | GREENBORO | NC | 22302 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| FAMILY SERVICE OF GREENSBORO | |||||||
| 315 E WASHINGTON ST | GREENSBORO | NC | 27401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $7,000 |
| FEED MY LAMBS INC | |||||||
| 560 FAIRGROUND ST NE | MARIETTA | GA | 30060 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| FELLOWSHIP CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| FELLOWSHIP HALL | |||||||
| 3911 PROSPECT AVE | KANSAS CITY | MO | 64130 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| FIRST STEP TO FREEDOM MINISTRIES | |||||||
| 11434 HIGHWAY 27 | SUMMERVILLE | GA | 30747 | NONE | PC | GENERAL CHARITABLE PURPOSE | $22,000 |
| FRIENDS OF SO WALTON SEA TURTHLES | |||||||
| 174 WATERCOLOR WAY STE 103 | SANTA ROSA BEACH | FL | 32459 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| FRIENDS OF SPOONERS CREEK ASSOICATION | |||||||
| 408 SANDFIDDLER CT | MOREHEAD CITY | NC | 285572530 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500 |
| FRIENDS OF THE FORLORN PITBULLS | |||||||
| PO BOX 2316 | DALLAS | GA | 30132 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| GDS ANNUAL FUND | |||||||
| 5401 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | 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 | $2,000 |
| GRACE EPISCOPAL CHURCH | |||||||
| 520 RTE 291 | LIBERTY | MO | 64068 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| GREENHILL CENTER FOR NORTH CAROLINA ART | |||||||
| 200 N DAVIE ST | GREENSBORO | NC | 27401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| GREENSBORO DOWNTOWN GREENWAY | |||||||
| 122 NORTH ELM ST STE 110 | GREENSBORO | NC | 27401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| GREENSBORO FELLOWS | |||||||
| 5574 GARDEN VILLAGE WAY | GREENSBORO | NC | 27410 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 W GATE CITY BLVD | GREENSBORO | NC | 27406 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| GSGA FOUNDATION | |||||||
| 121 VILLAGE PARKWAY BLDG 3 | MARIETTA | GA | 30067 | NONE | PC | GENERAL CHARITABLE PURPOSE | $50,000 |
| HERITAGE FOUNDATOIN OF FRANKLIN & WILLIAM | |||||||
| 112 BRIDGE ST | FRANKLIN | TN | 37064 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| HIGH MOUNTAIN INSTITUTE | |||||||
| 531 COUNTY RD 5A | LEADVILLE | CO | 80461 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| 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 | $9,000 |
| HOPE ACADEMY | |||||||
| 7655 BRUTON SMITH BLVD | CONCORD | NC | 28027 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| HOPE MISSION OF CARTERET COUNTY | |||||||
| 1410 BRIDGES STREET | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $328,200 |
| JAMES 123 INC | |||||||
| 402 SANDFIDDLER COURT | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $47,350 |
| JULIETS HOUSE ANIMAL RESCUE | |||||||
| 111 MONTICELLO ST | GREENSBORO | NC | 27410 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| LIFELINE ANIMAL PROJECT | |||||||
| PO BOX 15466 | ATLANTA | GA | 30333 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,667 |
| MARC FOUNDATION | |||||||
| 2701 S LINDBERGH | ST LOUIS | MS | 63131 | NONE | PC | GENERAL CHARITABLE PURPOSE | $13,000 |
| MCINTOCH COUNTY ART ASSOCIATION | |||||||
| 404 NORTH WAY | DARIEN | GA | 31305 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| MEHARRY MEDICAL COLLEGE | |||||||
| 1005 DR DB TODD JR BLVD | NASHVILLE | TN | 37208 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| MERCY HEALTH CENTER | |||||||
| 1000 N VILLAGE AVE | ROCKVILLE CENTRE | NY | 11570 | NONE | PC | GENERAL CHARITABLE PURPOSE | $9,000 |
| MISSION JGSO | |||||||
| PO BOX 19736 | PORTLAND | OR | 97280 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| MOREHEAD CITY COMMUNITY BIBLE STUDY | |||||||
| 4621 COUNTRY CLUB ROAD | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| MOUNTAIN TOP BOYS HOME | |||||||
| 65 MOUNTAIN TOP WAY | SUGAR VALLEY | GA | 30746 | NONE | PC | GENERAL CHARITABLE PURPOSE | $9,000 |
| MUSIC ACADEMY OF NC | |||||||
| 1327 BEAMAN PL | GREENSBORO | NC | 27408 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| NATIONAL MS SOCIETY | |||||||
| 3 CENTERVIEW DRIVE STE 101 | GREENBORO | NC | 27407 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| NC AQUARIUM SOCIETY | |||||||
| 3125 POPLARWOOD COURT STE 160 | RALEIGH | NC | 27604 | NONE | PC | GENERAL CHARITABLE PURPOSE | $30,000 |
| NC COMMUNITY FOUNDATION | |||||||
| 3737 GLENWOOD AVE 460 | RALEIGH | NC | 27612 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| NO LONGER BOUND INC | |||||||
| 2725 PINE GROVE ROAD | CUMMING | GA | 30041 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| NOLS ANNUAL FUND | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| NORTH SIDE UNITED METHODIST CHURCH | |||||||
| 2799 NORTHSIDE DRIVE NW | ATLANTA | GA | 30305 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| OFFICE OF DEVELOPMENT -COLLEGE OF VET MED UGA | |||||||
| 501 DW BROOKS DRIVE | ATHENS | GA | 30602 | NONE | PC | GENERAL CHARITABLE PURPOSE | $60,000 |
| ONE HARBOR CHURCH | |||||||
| 1605 FISHER ST | MOREHEAD CITY | NC | 28557 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,000 |
| PEACHTREE ROAD UMC | |||||||
| 3180 PEACHTREE ROAD | ATLANTA | GA | 30305 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| RAILS TO TRAILS | |||||||
| 2121 WARD COURT NW 5TH FLOOR | WASHINGTON | DC | 20037 | NONE | PC | GENERAL CHARITABLE PURPOSE | $25,000 |
| RED DOG FARM ANIMAL RESCUE | |||||||
| 8653 NC-65 | STOKESDALE | NC | 27357 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 32789 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| SADDLE UP | |||||||
| 1549 OLD HILLSBORO RD | FRANKLIN | TN | 37069 | NONE | PC | GENERAL CHARITABLE PURPOSE | $9,000 |
| SALVATION ARMY OF GREENSBORO | |||||||
| 1001 FREEMAN MILL RD | GREENSBORO | NC | 27406 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| SANCTUARY HOUSE OF GREENSBORO | |||||||
| 518 N ELM ST | GREENSBORO | NC | 27401 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| SAVE THE HORSES | |||||||
| PO BOX 1123 | BALL GROUND | GA | 30107 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| SEWANEE THE UNIVERSITY OF THE SOUTH | |||||||
| 735 UNIVERSITY AVE | SEWANEE | TN | 37383 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| SOUTH WALTON TURTLE WATCH GROUP INC | |||||||
| 775 GULF SHORE DR UNIT 1093 | DESTIN | FL | 32542 | NONE | PC | GENERAL CHARITABLE PURPOSE | $7,500 |
| SOUTHERN TRINITY VOLUNTEER FIRE | |||||||
| PO BOX 16 | MAD RIVER | CA | 95552 | NONE | PC | GENERAL CHARITABLE PURPOSE | $9,000 |
| SPARTAN OPEN FOOD PANTRY | |||||||
| 211 S 9TH ST | SAN JOSE | CA | 95112 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,500 |
| ST GEORGES EPISCOPAL CHURCH | |||||||
| 4715 HARDING ROAD | NASHVILLE | TN | 37205 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| THE MCCALLIE SCHOOL | |||||||
| 500 DODDS AVE | CHATTANOOGA | TN | 37404 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| THE SALVATION ARMY | |||||||
| 501 ARCHDALE DR | CHARLOTTE | NC | 28217 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| THE TYLER PERRY FOUNDATION | |||||||
| 541 10TH ST STE 140 | ATLANTA | GA | 30318 | NONE | PC | GENERAL CHARITABLE PURPOSE | $66,200 |
| THE WAKE FOREST FUND | |||||||
| 1834 WAKE FOREST RD | WINSTONSALEM | NC | 27106 | NONE | PC | GENERAL CHARITABLE PURPOSE | $15,000 |
| TJS CHURCH | |||||||
| 100 MAGNOLIA LN | HUBERT | NC | 28539 | NONE | PC | GENERAL CHARITABLE PURPOSE | $19,150 |
| UNCG | |||||||
| PO BOX 26170 | GREENSBORO | NC | 27402 | NONE | PC | CHANCELLORS NEED FUND, LIBRARY, SAFE FUND, SPARTAN CLUB | $18,500 |
| UNITED WAY OF COASTAL CAROLINA | |||||||
| 601 BROAD STREET | NEW BERN | NC | 28563 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,000 |
| UNIVERSITY OF TN CHATTANOOGA | |||||||
| 615 MCCALLIE AVE | CHATTANOOGA | TN | 37403 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| VA EPISCOPAL CHURCH | |||||||
| 815 SECOND AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE PURPOSE | $9,000 |
| VIRGINIA EPISCOPAL DEVELOPMENT | |||||||
| 400 VES RD | LYNCHBURG | VA | 24503 | NONE | PC | GENERAL CHARITABLE PURPOSE | $8,500 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | PC | GENERAL CHARITABLE PURPOSE | $28,559 |
| WESTCHESTER COUNTRY DAY SCHOOL | |||||||
| 2045 N OLD GREENSBORO RD | HIGH POINT | NC | 27265 | NONE | PC | GENERAL CHARITABLE PURPOSE | $145,000 |
| WESTOVER CHURCH | |||||||
| 505 MUIRS CHAPEL RD | GREENSBORO | NC | 27410 | NONE | PC | GENERAL CHARITABLE PURPOSE | $40,000 |
| WESTSIDE COMMUNITY IMPROVEMENT | |||||||
| PO BOX 5315 | EUREKA | CA | 95502 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| WILCOX ACADEMY | |||||||
| 340 ASHLEY ST | CAMDEN | AL | 36726 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| WILD AT HEART | |||||||
| PO BOX 51065 | COLORADO SPRINGS | CO | 80949 | NONE | PC | GENERAL CHARITABLE PURPOSE | $2,500 |
| WILD SOULS RANCH | |||||||
| PO BOX 396 | EUREKA | CA | 95502 | NONE | PC | GENERAL CHARITABLE PURPOSE | $10,000 |
| WOODWARD ACADEMY | |||||||
| 1662 W RUGBY AVE | COLLEGE PARK | GA | 30337 | NONE | PC | GENERAL CHARITABLE PURPOSE | $5,000 |
| WORLD NEWS GROUP | |||||||
| PO BOX 20002 | ASHEVILLE | NC | 28802 | NONE | PC | GENERAL CHARITABLE PURPOSE, WORLD MOVERS FUND | $16,671 |
| YMCA OF GREENSBORO | |||||||
| 620 GREEN VALLEY RD 210 | GREENSBORO | NC | 27408 | NONE | PC | GENERAL CHARITABLE PURPOSE | $7,500 |
| YOUNG LIFE GREENSBORO | |||||||
| 4713 KINGSWOOD DR | GREENSBORO | NC | 27410 | NONE | PC | GENERAL CHARITABLE PURPOSE | $12,500 |
| 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 | $1,734,167 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,112,580 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$862,308 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| NET PASSTHROUGH ACTIVITY | -$180,116 | ||
| ORDINARY GAIN ON SALE OF ENTERPRISE PRODUCTS PARTNERS | $65,475 | ||
| ORDINARY GAIN ON SALE OF ENERGY TRANSFER PARTNERS | $29,875 | ||
| ORDINARY GAIN ON SALE OF MAGELLAN MIDSTREAM PARTNERS | $36,450 | ||
| RECOVERY OF AMOUNT TREATED AS QUALIFYING DISTRIBUTION | 01 | $4,750 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$48,316 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $255,143 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $206,827 | 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 | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS - 1231 LOSS | PURCHASED | 2020-12 | $1,757 | COST | $0 | -$1,757 |
| ENERGY TRANSFER PARTNERS - 1231 LOSS | PURCHASED | 2020-12 | $1,100 | COST | $0 | -$1,100 |
| MAGELLAN MIDSTREAM PARTNERS - 1231 LOSSES | PURCHASED | 2020-12 | $3,699 | COST | $0 | -$3,699 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $10,553,745 | EOYBookValueAmt |
| EOYFMV | $20,113,907 | EOYFMVAmt |
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 | $16,155,169 | BookValueAmt |
| EOYFMV | $20,626,770 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $550 | BOYBookValueAmt |
| EOY Book Value | $2,512 | EOYBookValueAmt |
| EOYFMV | $2,512 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX DIFFERENCE ON PASSTHROUGHS | $76,524 |
| NONDIVIDEND DISITRIBUTION ADJUSTMENTS | $21,015 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $8 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LITIGATION PROCEEDS | $121 | $121 | $121 |
| NET PASSTHROUGH ACTIVITY | -$180,116 | -$180,116 | |
| ORDINARY GAIN ON SALE OF ENTERPRISE PRODUCTS PARTNERS | $65,475 | $65,475 | |
| ORDINARY GAIN ON SALE OF ENERGY TRANSFER PARTNERS | $29,875 | $29,875 | |
| ORDINARY GAIN ON SALE OF MAGELLAN MIDSTREAM PARTNERS | $36,450 | $36,450 | |
| RECOVERY OF AMOUNT TREATED AS QUALIFYING DISTRIBUTION | $4,750 | $4,750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 469(J) BASIS ADJUSTMENT | $208,802 |
| MARKET DISCOUNT ADJUSTMENT | $1,613 |
| COST BASIS ADJUSTMENT | $313 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT & ADVISORY FEES | CategoryTxt |
| Amt | $167,088 | Amt |
| Net Investment Income | $150,379 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,709 | 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 | $25,725 | $25,725 | $0 |
| FEDERAL TAXES | $25,224 | $0 | $0 |
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