2020-08-04T14:24:29-05:00 2019-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2019-01-01 561849009 LOOMIS FOUNDATION INC LOOM 9137422727 5454 W 110TH STREET OVERLAND PARK KS 66211 CHARLTON BURNS TREASURER 9137422727 2020-08-04 1 BENJAMIN M HAKE CPA P01270403 9133382727 2019 2022-09-23 18:48:47Z X 39113864 X 33232 1121744 977601 -466509 3189093 0 -2645 3699 685822 981300 54000 0 54000 164188 147769 16419 827 827 0 37260 25503 0 81 0 81 256356 174099 70500 274100 274100 530456 174099 344600 155366 807201 392923 247654 247654 89544 50290 50290 10973695 9981024 16966503 2053698 1695694 1723307 14721654 16541200 20125560 568 550 550 28232082 28516412 39113864 0 0 X 28232082 28516412 0 0 0 0 28232082 28516412 28232082 28516412 28232082 155366 156032 28543480 27068 28516412 TD AMERITRADE INSTITUTIONAL 2019-12-31 346337 355770 -9433 -9433 TD AMERITRADE INSTITUTIONAL 2019-12-31 2833578 3237062 -403484 -403484 BLACKSTONE GROUP 2019-12-31 645 645 645 BLACKSTONE GROUP 2019-12-31 78 78 78 WESTERN MIDSTREAM PARTNERS 2019-12-31 125 125 125 MLP ADJUSTMENT 2019-12-31 8225 8225 8225 469(J) BASIS ADJUSTMENT D 2019-12-31 60983 -60983 -60983 -464827 1 16144 0 16144 0 16144 7080 17200 0 24280 0 8136 8136 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 N/A CHARLTON BURNS 2523549901 402 SANDFIDDLER COURT MOREHEAD CITY NC 28557 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLTON BURNS 402 SANDFIDDLER COURT MOREHEAD CITY NC 28557 TREASURER 10.00 18000 0 0 JOSEPH BURNS 5 LAKE FOREST COURT GREENSBORO NC 27408 PRESIDENT 3.00 18000 0 0 WILLIAM BURNS 2451 CUMBERLAND PKWY SUITE 3611 ATLANTA GA 30339 SECRETARY 3.00 18000 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 NONE 0 NONE 0 0 36670343 126575 0 36796918 0 0 36796918 551954 36244964 1812248 1812248 16144 16144 1796104 0 1796104 0 1796104 344600 0 344600 0 344600 1796104 344451 0 0 344600 344451 0 0 149 0 0 0 0 0 0 0 0 1795955 0 0 0 WILLIAM BURNS X ALEXANDRIA PRESBYTERIAN CHURCH 2405 RUSSEL RD ALEXANDRIA VA 22301 NONE PC GENERAL CHARITABLE PURPOSE 3750 ALIVE2LOVE PO BOX 1043 PONTE VEDRA FL 32004 NONE PC GENERAL CHARITABLE PURPOSE 1000 ALL SAINTS CHURCH 4124 FARRINGTON RD DURHAM NC 27707 NONE PC GENERAL CHARITABLE PURPOSE 1000 BRAINERD HILLS BAPTIST CHURCH 6611 E BRAINERD RD CHATTANOOGA TN 37421 NONE PC GENERAL CHARITABLE PURPOSE 500 BRIDGEVILLE VOLUNTEER PO BOX 4 BRIDGEVILLE CA 95526 NONE PC GENERAL CHARITABLE PURPOSE 4000 BROAD STREET CLINIC 534 N 35TH STREET SUITE K MOREHEAD CITY NC 28557 NONE PC GENERAL CHARITABLE PURPOSE 1000 BROOK HOLLOW BAPTIST CHURCH 678 BROOK HOLLOW RD NASHVILLE TN 37205 NONE PC GENERAL CHARITABLE PURPOSE 2500 BURNS SHERRILL ATHLETIC ENDOWMENT 499 DEACON BLVD WINSTONSALEM NC 27105 NONE PC GENERAL CHARITABLE PURPOSE 7150 CAMPUS CRUSADE FOR CHRIST 100 LAKE HART DRIVE ORLANDO FL 32832 NONE PC GENERAL CHARITABLE PURPOSE 1000 CANINE CELLMATES 901 RICE STREET NW ATLANTA GA 30318 NONE PC GENERAL CHARITABLE PURPOSE 8000 CAPERNAUM MINISTRIES 3500 CANAL RD LAKE WALES FL 33898 NONE PC GENERAL CHARITABLE PURPOSE 5000 CAROLINA EAST FOUNDATION 233 MIDDLE ST NEW BERN NC 28560 NONE PC GENERAL CHARITABLE PURPOSE 9000 CAUCASIAN OVCHARKA RESCUE LITTLE MOUNTAIN CHARDON OH 44024 NONE PC GENERAL CHARITABLE PURPOSE 14900 CHRISTIAN SURFERS USA PO BOX 9 ST AUGUSTINE FL 32085 NONE PC GENERAL CHARITABLE PURPOSE 3000 COLORADO COLLEGE 14 E CACHE LA POUDRE ST COLORADO SPRINGS CO 80903 NONE PC GENERAL CHARITABLE PURPOSE 5000 CORE SOUND WATERFOWL MUSEUM 1785 ISLAND ROAD HARKERS ISLAND NC 28531 NONE PC GENERAL CHARITABLE PURPOSE 1000 CRYSTAL COAST HABITAT FOR HUMANITY 5898 HWY 70 W NEWPORT NC 28570 NONE PC GENERAL CHARITABLE PURPOSE 850 CRYSTAL COAST TEEN CBS 614 W CORBETT AVENUE SWANSBORO NC 28584 NONE PC GENERAL CHARITABLE PURPOSE 3000 ENGINEERING MINISTRIES INTERNATIONAL 130 E KIOWA ST 200 COLORADO SPRINGS CO 80903 NONE PC GENERAL CHARITABLE PURPOSE 1500 EPISCOPAL HIGH SCHOOL 1200 N QUAKER LANE GREENBORO NC 22302 NONE PC GENERAL CHARITABLE PURPOSE 3500 FEED MY LAMBS INC 560 FAIRGROUND ST NE MARIETTA GA 30060 NONE PC GENERAL CHARITABLE PURPOSE 4000 FRIENDS OF SPOONERS CREEK ASSOICATION 408 SANDFIDDLER CT MOREHEAD CITY NC 285572530 NONE PC GENERAL CHARITABLE PURPOSE 500 HIGH MOUNTAIN INSTITUTE 531 COUNTY RD 5A LEADVILLE CO 80461 NONE PC GENERAL CHARITABLE PURPOSE 3000 HOPE MISSION OF CARTERET COUNTY 1410 BRIDGES STREET MOREHEAD CITY NC 28557 NONE PC GENERAL CHARITABLE PURPOSE 5000 JAMES 123 INC 402 SANDFIDDLER COURT MOREHEAD CITY NC 28557 NONE PC GENERAL CHARITABLE PURPOSE 50000 LIFELINE ANIMAL PROJECT PO BOX 15466 ATLANTA GA 30333 NONE PC GENERAL CHARITABLE PURPOSE 6000 MILLENNIUM RELIEF AND DEVELOPMENT 5116 BISSONNET 358 BELLAIRE TX 77401 NONE PC GENERAL CHARITABLE PURPOSE 2000 MOREHEAD CITY COMMUNITY BIBLE STUDY 4621 COUNTRY CLUB ROAD MOREHEAD CITY NC 28557 NONE PC GENERAL CHARITABLE PURPOSE 2000 NATIONAL MS SOCIETY 3 CENTERVIEW DRIVE STE 101 GREENBORO NC 27407 NONE PC GENERAL CHARITABLE PURPOSE 2500 NC AQUARIUM SOCIETY 3125 POPLARWOOD COURT STE 160 RALEIGH NC 27604 NONE PC GENERAL CHARITABLE PURPOSE 5000 NC COMMUNITY FOUNDATION 3737 GLENWOOD AVE 460 RALEIGH NC 27612 NONE PC GENERAL CHARITABLE PURPOSE 2000 PEACHTREE ROAD UMC 3180 PEACHTREE ROAD ATLANTA GA 30305 NONE PC GENERAL CHARITABLE PURPOSE 8000 ROLLINS COLLEGE 1000 HOLT AVENUE WINTER PARK FL 32789 NONE PC GENERAL CHARITABLE PURPOSE 10000 SIGMA NU EDUCATIONAL FOUNDATION 9 NORTH LEWIS ST LEXINGTON VA 24450 NONE PC GENERAL CHARITABLE PURPOSE 5000 ST GEORGES EPISCOPAL CHURCH 4715 HARDING ROAD NASHVILLE TN 37205 NONE PC GENERAL CHARITABLE PURPOSE 4500 THE MCCALLIE SCHOOL 500 DODDS AVE CHATTANOOGA TN 37404 NONE PC GENERAL CHARITABLE PURPOSE 4000 THE SALVATION ARMY 501 ARCHDALE DR CHARLOTTE NC 28217 NONE PC GENERAL CHARITABLE PURPOSE 5000 THE WAKE FOREST FUND 1834 WAKE FOREST RD WINSTONSALEM NC 27106 NONE PC GENERAL CHARITABLE PURPOSE 5000 UNCG FRIENDS OF THE LIBRARY PO BOX 26170 GREENSBORO NC 27402 NONE PC GENERAL CHARITABLE PURPOSE 2000 UNITED WAY OF COASTAL CAROLINA 601 BROAD STREET NEW BERN NC 28563 NONE PC GENERAL CHARITABLE PURPOSE 1000 VIRGINIA EPISCOPAL DEVELOPMENT 400 VES RD LYNCHBURG VA 24503 NONE PC GENERAL CHARITABLE PURPOSE 8000 WASHINGTON & LEE UNIVERSITY 204 W WASHINGTON ST LEXINGTON VA 24450 NONE PC GENERAL CHARITABLE PURPOSE 1000 WESTCHESTER COUNTRY DAY SCHOOL 2045 N OLD GREENSBORO RD HIGH POINT NC 27265 NONE PC GENERAL CHARITABLE PURPOSE 40000 WESTSIDE COMMUNITY IMPROVEMENT PO BOX 5315 EUREKA CA 95502 NONE PC GENERAL CHARITABLE PURPOSE 1000 WILLIS PARK EQUESTRAIN FOUNDATION 11915 WILLIS RD ALPHARETTA GA 30009 NONE PC GENERAL CHARITABLE PURPOSE 9950 WOODWARD ACADEMY 1662 W RUGBY AVE COLLEGE PARK GA 30337 NONE PC GENERAL CHARITABLE PURPOSE 3000 YOUNG LIFE GREENSBORO 4713 KINGSWOOD DR GREENSBORO NC 27410 NONE PC GENERAL CHARITABLE PURPOSE 8000 274100 0 14 1121744 15 3699 18 -466509 NET PASSTHROUGH ACTIVITY -31362 BUCKEYE PARTNERS ORDINARY GAIN 19043 WESTERN MIDSTREAM PARTNERS ORDINARY GAIN 5975 -6344 658934 0 652590 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM BURNS CHARITABLE REMAINDER UNITRUST 5454 W 110TH STREET OVERLAND PARK KS 66211 1796 X 2 WILLIAM L BURNS JR GST NON-EXEMPT RESIDUARY MARITAL TRUST 5454 W 110TH STREET OVERLAND PARK KS 66211 31435 X BLACKSTONE GROUP - 1231 GAIN PURCHASED 2019-12 105 0 105 BUCKEYE PARTNERS - 1231 LOSS PURCHASED 2019-12 1784 0 -1784 WESTERN GAS PARTNERS - 1231 LOSS PURCHASED 2019-12 3 0 -3 FIXED INCOME 1695694 1723307 CORPORATE STOCKS 9981024 16966503 50290 50290 0 0 EXCHANGE TRADED FUNDS AT COST 16541200 20125560 DIVIDENDS RECEIVABLE 568 550 550 BOOK TO TAX DIFFERENCE ON COST BASIS 27068 BUCKEYE PARTNERS 25 0 25 ENERGY TRANSFER PARTNERS 20 0 20 MAGELLAN MIDSTREAM PARTNERS 36 0 36 ROYALTY INCOME 5 5 5 OTHER INCOME 3694 3694 3694 NET PASSTHROUGH ACTIVITY -31362 -31362 BUCKEYE PARTNERS ORDINARY GAIN 19043 19043 WESTERN MIDSTREAM PARTNERS ORDINARY GAIN 5975 5975 BOOK TO TAX DIFFERENCE ON PASSTHROUGHS 95049 469(J) BASIS ADJUSTMENT 60983 MANAGEMENT & ADVISORY FEES 164188 147769 16419 FOREIGN TAXES 25503 25503 0 FEDERAL TAXES 11757 0 0