BETA

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

View the entire original 990 at ProPublica ↗

Organization
LOOMIS CHARITABLE FOUNDATION INC (EIN 92-0754874)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202533189349103908
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T13:48:46-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471019942PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CREATIVE PLANNING TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15454 W 110TH STREETAddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN920754874EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOOMIS CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOOMBusinessNameControlTxt
Phone4042106070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11331 TWELVE OAKS CIRCLE NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM BURNS IIIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4042106070PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN M HAKE CPAPreparerPersonNm
PTINP01270403PTIN
Phone9133382727PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,664,917FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,735ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$441,372DividendsRevAndExpnssAmt
Dividends Net Invst Incm$437,761DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$66,707NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,438,458GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$66,707CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$510,814TotalRevAndExpnssAmt
Total Net Invst Incm$504,468TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$60,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$60,000CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$63,406OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$63,406OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,087TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,844TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,753OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$21,753OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$158,246TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$71,250TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$81,753TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$604,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$604,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$762,496TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$71,250TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$686,003TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$251,682ExcessRevenueOverExpensesAmt
Net Investment Income$433,218NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$159,198CashBOYAmt
Cash EOY$276,002CashEOYAmt
Cash EOYFMV$276,002CashEOYFMVAmt
Other Investments BOY$8,341,277OtherInvestmentsBOYAmt
Other Investments EOY$7,969,409OtherInvestmentsEOYAmt
Other Investments EOYFMV$16,388,836OtherInvestmentsEOYFMVAmt
Other Assets BOY$77OtherAssetsBOYAmt
Other Assets EOY$79OtherAssetsEOYAmt
Other Assets EOYFMV$79OtherAssetsEOYFMVAmt
Total Assets BOY$8,500,552TotalAssetsBOYAmt
Total Assets EOY$8,245,490TotalAssetsEOYAmt
Total Assets EOYFMV$16,664,917TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,500,552RetainedEarningBOYAmt
Retained Earning EOY$8,245,490RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,500,552TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,245,490TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,500,552TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,245,490TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,500,552TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$251,682ExcessRevenueOverExpensesAmt
Other Increases$2,080OtherIncreasesAmt
Subtotal$8,250,950SubtotalAmt
Other Decreases$5,460OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,245,490TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWABP2024-01-012024-12-31$1,288,396$1,221,669$66,727$66,727
MERRILL LYNCHP2024-01-012024-12-31$150,062$150,082-$20-$20
FieldValueIRS element (for citing)
Capital Gain Net Income$66,707CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,022InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,022SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,022TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,720EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,698OverpaymentAmt
Applied To ES Tax$3,698AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM BURNS IIIIndividualWithBooksNm
Phone4042106070PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11331 TWELVE OAKS CIRCLE NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30327ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM BURNS III
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327CHAIRMAN, PRESIDENT & SECRETARY3.00$60,000$0$0
KAREN BURNS
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327VICE PRESIDENT & TREASURER5.00$0$0$0
WILLIAM BURNS IV
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327ASSOCIATE BOARD MEMBER4.00$0$0$0
JACKSON BURNS
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327ASSOCIATE BOARD MEMBER1.00$0$0$0
SALLY BURNS
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327ASSOCIATE BOARD MEMBER4.00$0$0$0
MELODY ZABLOI BURNS
1331 TWELVE OAKS CIRCLE NWATLANTAGA30327ASSOCIATE BOARD MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,229,952AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$220,737AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,450,689TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,450,689AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$246,760CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,203,929NetVlNoncharitableAssetsAmt
Minimum Investment Return$810,196MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$810,196MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,022TaxBasedOnInvestmentIncomeAmt
Total Tax$6,022TotalTaxAmt
Distributable Before Adj$804,174DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$804,174DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$804,174DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$686,003ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$686,003QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$804,174DistributableAsAdjustedAmt
Undistributed Income PY$624,596UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$686,003QualifyingDistributionsAmt
Applied To Year1$624,596AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$61,407AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$742,767UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALYS FOUNDATION
9581 E COUNTY HWY 30A BUILDING DALYS BEACHFL32461NONEPCGENERAL CHARITABLE PURPOSE$5,000
ANIMAL ADVOCATES OF CHATOOGA COUNTY
PO BOX 220SUMMERVILLEGA30747NONEPCGENERAL CHARITABLE PURPOSE$25,000
BAINBRIDGE UNITED METHODIST CHURCH
300 W SHOTWELL STBAINBRIDGEGA39819NONEPCGENERAL CHARITABLE PURPOSE$10,000
BRIDGEVILLE COMMUNITY CENTER
38717 KNEELAND RDBRIDGEVILLECA95526NONEPCGENERAL CHARITABLE PURPOSE$15,000
BRIDGEVILLE VOLUNTEER FIRE DEPARTMENT
PO BOX 4BRIDGEVILLECA95526NONEPCGENERAL CHARITABLE PURPOSE$45,000
CANINE CELLMATES
981 HOWELL MILL RDATLANTAGA30318NONEPCGENERAL CHARITABLE PURPOSE$20,000
CAUCASIAN OVCHARKA RESCUE REHOME
10 SEDGWICK STPITTSBURGHPA15209NONEPCGENERAL CHARITABLE PURPOSE$20,000
CHRIST THE KING EPISCOPAL CHURCH
480 N COUNTY HWY 393SANTA ROSA BEACHFL32459NONEPCGENERAL CHARITABLE PURPOSE$15,000
CLOUDLAND VOLUNTEER FIRE DEPARTMENT
PO BOX 277CLOUDLANDGA30731NONEPCGENERAL CHARITABLE PURPOSE$10,000
DESTIN CHARITY WINE AUCTION FOUNDATION
600 GRAND BLVDMIRAMAR BEACHFL32550NONEPCGENERAL CHARITABLE PURPOSE$5,000
FIRST STEPS TO FREEDOM
PO BOX 445SUMMERVILLEGA30747NONEPCGENERAL CHARITABLE PURPOSE$15,000
GEORGIA STATE GOLF ASSOCIATION
2205 NORTHSIDE DR NW STE 200ATLANTAGA30305NONEPCGENERAL CHARITABLE PURPOSES$10,000
GLOBAL EFFECT MINISTRY
PO BOX 611635ROSEMARY BEACHFL32461NONEPCGENERAL CHARITABLE PURPOSE$15,000
HERITAGE FOUNDATION OF WILLIAMSON COUNTY
112 BRIDGE STFRANKLINTN37064NONEPCGENERAL CHARITABLE PURPOSES$13,000
LIFELINE ANIMAL PROJECT
3180 PRESIDENTIAL DRATLANTAGA30340NONEPCGENERAL CHARITABLE PURPOSES$12,500
MARC FOUNDATION
PO BOX 1724WAPPINGERS FALLSNY12590NONEPCGENERAL CHARITABLE PURPOSE$17,000
MCINTOSH COUNTY ART ASSOCIATION
404 NORTH WAYDARIENGA31305NONEPCGENERAL CHARITABLE PURPOSE$5,000
MORGAN'S CHAPEL UNITED METHODIST CHURCH
3308 SHELLMAN BLUFF RD NETOWNSENDGA31331NONEPCGENERAL CHARITABLE PURPOSE$10,000
PARADISE GARDEN FOUNDATION
200 N LEWIS STSUMMERVILLEGA30747NONEPCGENERAL CHARITABLE PURPOSE$5,000
POINT WASHINGTON MEDICAL CLINIC
1321 N CO HWAY 395SANTA ROSA BEACHFL32459NONEPCGENERAL CHARITABLE PURPOSES$10,000
PREVENT CHILD ABUSE ROCKDALE
921 NORTH MAIN ST NWCONYERSGA30012NONEPCGENERAL CHARITABLE PURPOSES$10,000
PURPLE HEART OUTDOORS
1122 HICKORY STMORGAN CITYLA70830NONEPCGENERAL CHARITABLE PURPOSES$10,000
SADDLE UP
1549 OLD HILLSBORO RDFRANKLINTN37069NONEPCGENERAL CHARITABLE PURPOSE$5,000
SUN KISSED ACRES
536 WOODS RDSUMMERVILLEGA30747NONEPCGENERAL CHARITABLE PURPOSE$15,000
THE HIGH MUSEUM OF ART
1280 PEACHTREE ST NEATLANTAGA30309NONEPCGENERAL CHARITABLE PURPOSE$40,000
THE PRESCHOOL AT PEACHTREE ROAD UNITED METHODIST CHURCH
3180 PEACHTREE RDATLANTAGA30305NONEPCGENERAL CHARITABLE PURPOSE$10,000
THE RICHARD J CARON FOUNDATION
1200 ASHWOOD PARKWAY STE 125ATLANTAGA30338NONEPCGENERAL CHARITABLE PURPOSE$20,000
UGA FOUNDATION
1 PRESS PL STE 101ATHENSGA30601NONEPCGENERAL CHARITABLE PURPOSE$25,000
VIRGINIA EPISCOPAL SCHOOL
400 VES RDLYNCHBURGVA24503NONEPCGENERAL CHARITABLE PURPOSE$20,000
WESTONWOOD RANCH
4390 FL-20FREEPORTFL32439NONEPCGENERAL CHARITABLE PURPOSE$5,000
WOODWARD ACADEMY
1662 RUGBY AVECOLLEGE PARKGA30337NONEPCGENERAL CHARITABLE PURPOSE$7,500
CANNABIS FOR CONSERVATION
PO BOX 34ARCATAGA95518NONEPCGENERAL CHARITABLE PURPOSE$10,000
DOLLYWOOD FOUNDATION
111 E MAIN STREET 2ND FLOORSEVIERVILLETN37862NONEPCGENERAL CHARITABLE PURPOSE$10,000
FORTUNA VOLUNTEER FIRE DEPARTMENT
PO BOX 864FORTUNACA95540NONEPCGENERAL CHARITABLE PURPOSE$10,000
FLYING CHANGE FOUNDATION
9075 GULLATT RDCHATTAHOOCHE HILLSGA30268NONEPCGENERAL CHARITABLE PURPOSE$5,000
GROWING HOPE GARDENS
21145 COLINA DRTOPANGACA90290NONEPCGENERAL CHARITABLE PURPOSE$25,000
HOLIY SPIRIT PREPATORY SCHOOL
4449 NORTHSIDE DR NWATLANTAGA30327NONEPCGENERAL CHARITABLE PURPOSE$2,500
JORDAN'S HOUSE
3424 PEACHTREE RD NE SUITE 1725ATLANTAGA30326NONEPCGENERAL CHARITABLE PURPOSE$10,000
MAD RESCUE
1667 BROWN CITY RDIMLAY CITYMI48444NONEPCGENERAL CHARITABLE PURPOSE$15,000
MEADOWS SCHOOL OF THE ARTS
PO BOX 750356DALLASTX75275NONEPCGENERAL CHARITABLE PURPOSE$2,500
PARK PRIDE
PO BOX 4936ATLANTAGA30302NONEPCGENERAL CHARITABLE PURPOSE$5,000
SANDPIPER BOOSTERS INC
6565 US HWY 98 ESANTA ROSA BEACHFL32459NONEPCGENERAL CHARITABLE PURPOSE$1,250
SAVE THE REDWOODS
111 SUTTER STSAN FRANCISCSOCA94104NONEPCGENERAL CHARITABLE PURPOSE$10,000
SEASIDE SCHOOL FOUNDATION
PO BOX 4825SANTA ROSA BEACHFL32459NONEPCGENERAL CHARITABLE PURPOSE$20,000
SIGMA NU EDUCATIONAL FOUNDAITON
9 NORTH LEWIS STLEXINGTONVA24450NONEPCGENERAL CHARITABLE PURPOSE$10,000
TRANSFORMATION LIFE CENTER
1033 DEMONBREUN ST STE 300NASHVILLETN37203NONEPCGENERAL CHARITABLE PURPOSE$18,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$604,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$441,372ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$66,707ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$508,079ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$508,079TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDSAT COST$4,257,203$5,595,212
STOCKSAT COST$3,397,556$10,461,339
FIXED INCOME - US TREASURY BONDSAT COST$307,186$310,305
OTHER ASSETS - AGREE REITAT COST$7,464$21,980

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$77BOYBookValueAmt
EOY Book Value$79EOYBookValueAmt
EOYFMV$79EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER BASIS ADJUSTMENTSDesc
Amt$5,460Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTRAVEL & EXPENSE REIMBURSEMENTDesc
Revenue And Expenses Per Books$21,753RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$21,753DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTION ADJUSTMENTDesc
Amt$2,080Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$63,406Amt
Net Investment Income$63,406NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOOMIS FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$5,243$0$0
FOREIGN TAXES$7,844$7,844$0

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