2025-11-14T13:48:46-06:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2024-01-01 920754874 LOOMIS CHARITABLE FOUNDATION INC LOOM 4042106070 1331 TWELVE OAKS CIRCLE NW ATLANTA GA 30327 WILLIAM BURNS III DIRECTOR 4042106070 2025-11-14 1 1 BENJAMIN M HAKE CPA P01270403 9133382727 2025-11-14 2024 2025-03-06 01:10:19Z X 16664917 X 2735 X 441372 437761 66707 1438458 66707 510814 504468 60000 0 60000 63406 63406 0 13087 7844 0 21753 0 21753 158246 71250 81753 604250 604250 762496 71250 686003 -251682 433218 159198 276002 276002 8341277 7969409 16388836 77 79 79 8500552 8245490 16664917 0 0 X 0 0 0 0 8500552 8245490 8500552 8245490 8500552 8245490 8500552 -251682 2080 8250950 5460 8245490 CHARLES SCHWAB P 2024-01-01 2024-12-31 1288396 1221669 66727 66727 MERRILL LYNCH P 2024-01-01 2024-12-31 150062 150082 -20 -20 66707 6022 0 6022 0 6022 4720 0 5000 0 9720 0 3698 3698 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 1 0 0 1 N/A WILLIAM BURNS III 4042106070 1331 TWELVE OAKS CIRCLE NW ATLANTA GA 30327 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM BURNS III 1331 TWELVE OAKS CIRCLE NW ATLANTA GA 30327 CHAIRMAN, PRESIDENT & SECRETARY 3.00 60000 0 0 KAREN BURNS 1331 TWELVE OAKS CIRCLE NW ATLANTA GA 30327 VICE PRESIDENT & TREASURER 5.00 0 0 0 WILLIAM BURNS IV 1331 TWELVE OAKS CIRCLE NW ATLANTA GA 30327 ASSOCIATE BOARD MEMBER 4.00 0 0 0 JACKSON BURNS 1331 TWELVE OAKS CIRCLE NW ATLANTA GA 30327 ASSOCIATE BOARD MEMBER 1.00 0 0 0 SALLY BURNS 1331 TWELVE OAKS CIRCLE NW ATLANTA GA 30327 ASSOCIATE BOARD MEMBER 4.00 0 0 0 MELODY ZABLOI BURNS 1331 TWELVE OAKS CIRCLE NW ATLANTA GA 30327 ASSOCIATE BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 16229952 220737 0 16450689 0 0 16450689 246760 16203929 810196 810196 6022 6022 804174 0 804174 0 804174 686003 0 686003 804174 624596 0 0 686003 624596 0 0 61407 0 0 0 0 0 0 0 0 742767 0 0 0 X ALYS FOUNDATION 9581 E COUNTY HWY 30A BUILDING D ALYS BEACH FL 32461 NONE PC GENERAL CHARITABLE PURPOSE 5000 ANIMAL ADVOCATES OF CHATOOGA COUNTY PO BOX 220 SUMMERVILLE GA 30747 NONE PC GENERAL CHARITABLE PURPOSE 25000 BAINBRIDGE UNITED METHODIST CHURCH 300 W SHOTWELL ST BAINBRIDGE GA 39819 NONE PC GENERAL CHARITABLE PURPOSE 10000 BRIDGEVILLE COMMUNITY CENTER 38717 KNEELAND RD BRIDGEVILLE CA 95526 NONE PC GENERAL CHARITABLE PURPOSE 15000 BRIDGEVILLE VOLUNTEER FIRE DEPARTMENT PO BOX 4 BRIDGEVILLE CA 95526 NONE PC GENERAL CHARITABLE PURPOSE 45000 CANINE CELLMATES 981 HOWELL MILL RD ATLANTA GA 30318 NONE PC GENERAL CHARITABLE PURPOSE 20000 CAUCASIAN OVCHARKA RESCUE REHOME 10 SEDGWICK ST PITTSBURGH PA 15209 NONE PC GENERAL CHARITABLE PURPOSE 20000 CHRIST THE KING EPISCOPAL CHURCH 480 N COUNTY HWY 393 SANTA ROSA BEACH FL 32459 NONE PC GENERAL CHARITABLE PURPOSE 15000 CLOUDLAND VOLUNTEER FIRE DEPARTMENT PO BOX 277 CLOUDLAND GA 30731 NONE PC GENERAL CHARITABLE PURPOSE 10000 DESTIN CHARITY WINE AUCTION FOUNDATION 600 GRAND BLVD MIRAMAR BEACH FL 32550 NONE PC GENERAL CHARITABLE PURPOSE 5000 FIRST STEPS TO FREEDOM PO BOX 445 SUMMERVILLE GA 30747 NONE PC GENERAL CHARITABLE PURPOSE 15000 GEORGIA STATE GOLF ASSOCIATION 2205 NORTHSIDE DR NW STE 200 ATLANTA GA 30305 NONE PC GENERAL CHARITABLE PURPOSES 10000 GLOBAL EFFECT MINISTRY PO BOX 611635 ROSEMARY BEACH FL 32461 NONE PC GENERAL CHARITABLE PURPOSE 15000 HERITAGE FOUNDATION OF WILLIAMSON COUNTY 112 BRIDGE ST FRANKLIN TN 37064 NONE PC GENERAL CHARITABLE PURPOSES 13000 LIFELINE ANIMAL PROJECT 3180 PRESIDENTIAL DR ATLANTA GA 30340 NONE PC GENERAL CHARITABLE PURPOSES 12500 MARC FOUNDATION PO BOX 1724 WAPPINGERS FALLS NY 12590 NONE PC GENERAL CHARITABLE PURPOSE 17000 MCINTOSH COUNTY ART ASSOCIATION 404 NORTH WAY DARIEN GA 31305 NONE PC GENERAL CHARITABLE PURPOSE 5000 MORGAN'S CHAPEL UNITED METHODIST CHURCH 3308 SHELLMAN BLUFF RD NE TOWNSEND GA 31331 NONE PC GENERAL CHARITABLE PURPOSE 10000 PARADISE GARDEN FOUNDATION 200 N LEWIS ST SUMMERVILLE GA 30747 NONE PC GENERAL CHARITABLE PURPOSE 5000 POINT WASHINGTON MEDICAL CLINIC 1321 N CO HWAY 395 SANTA ROSA BEACH FL 32459 NONE PC GENERAL CHARITABLE PURPOSES 10000 PREVENT CHILD ABUSE ROCKDALE 921 NORTH MAIN ST NW CONYERS GA 30012 NONE PC GENERAL CHARITABLE PURPOSES 10000 PURPLE HEART OUTDOORS 1122 HICKORY ST MORGAN CITY LA 70830 NONE PC GENERAL CHARITABLE PURPOSES 10000 SADDLE UP 1549 OLD HILLSBORO RD FRANKLIN TN 37069 NONE PC GENERAL CHARITABLE PURPOSE 5000 SUN KISSED ACRES 536 WOODS RD SUMMERVILLE GA 30747 NONE PC GENERAL CHARITABLE PURPOSE 15000 THE HIGH MUSEUM OF ART 1280 PEACHTREE ST NE ATLANTA GA 30309 NONE PC GENERAL CHARITABLE PURPOSE 40000 THE PRESCHOOL AT PEACHTREE ROAD UNITED METHODIST CHURCH 3180 PEACHTREE RD ATLANTA GA 30305 NONE PC GENERAL CHARITABLE PURPOSE 10000 THE RICHARD J CARON FOUNDATION 1200 ASHWOOD PARKWAY STE 125 ATLANTA GA 30338 NONE PC GENERAL CHARITABLE PURPOSE 20000 UGA FOUNDATION 1 PRESS PL STE 101 ATHENS GA 30601 NONE PC GENERAL CHARITABLE PURPOSE 25000 VIRGINIA EPISCOPAL SCHOOL 400 VES RD LYNCHBURG VA 24503 NONE PC GENERAL CHARITABLE PURPOSE 20000 WESTONWOOD RANCH 4390 FL-20 FREEPORT FL 32439 NONE PC GENERAL CHARITABLE PURPOSE 5000 WOODWARD ACADEMY 1662 RUGBY AVE COLLEGE PARK GA 30337 NONE PC GENERAL CHARITABLE PURPOSE 7500 CANNABIS FOR CONSERVATION PO BOX 34 ARCATA GA 95518 NONE PC GENERAL CHARITABLE PURPOSE 10000 DOLLYWOOD FOUNDATION 111 E MAIN STREET 2ND FLOOR SEVIERVILLE TN 37862 NONE PC GENERAL CHARITABLE PURPOSE 10000 FORTUNA VOLUNTEER FIRE DEPARTMENT PO BOX 864 FORTUNA CA 95540 NONE PC GENERAL CHARITABLE PURPOSE 10000 FLYING CHANGE FOUNDATION 9075 GULLATT RD CHATTAHOOCHE HILLS GA 30268 NONE PC GENERAL CHARITABLE PURPOSE 5000 GROWING HOPE GARDENS 21145 COLINA DR TOPANGA CA 90290 NONE PC GENERAL CHARITABLE PURPOSE 25000 HOLIY SPIRIT PREPATORY SCHOOL 4449 NORTHSIDE DR NW ATLANTA GA 30327 NONE PC GENERAL CHARITABLE PURPOSE 2500 JORDAN'S HOUSE 3424 PEACHTREE RD NE SUITE 1725 ATLANTA GA 30326 NONE PC GENERAL CHARITABLE PURPOSE 10000 MAD RESCUE 1667 BROWN CITY RD IMLAY CITY MI 48444 NONE PC GENERAL CHARITABLE PURPOSE 15000 MEADOWS SCHOOL OF THE ARTS PO BOX 750356 DALLAS TX 75275 NONE PC GENERAL CHARITABLE PURPOSE 2500 PARK PRIDE PO BOX 4936 ATLANTA GA 30302 NONE PC GENERAL CHARITABLE PURPOSE 5000 SANDPIPER BOOSTERS INC 6565 US HWY 98 E SANTA ROSA BEACH FL 32459 NONE PC GENERAL CHARITABLE PURPOSE 1250 SAVE THE REDWOODS 111 SUTTER ST SAN FRANCISCSO CA 94104 NONE PC GENERAL CHARITABLE PURPOSE 10000 SEASIDE SCHOOL FOUNDATION PO BOX 4825 SANTA ROSA BEACH FL 32459 NONE PC GENERAL CHARITABLE PURPOSE 20000 SIGMA NU EDUCATIONAL FOUNDAITON 9 NORTH LEWIS ST LEXINGTON VA 24450 NONE PC GENERAL CHARITABLE PURPOSE 10000 TRANSFORMATION LIFE CENTER 1033 DEMONBREUN ST STE 300 NASHVILLE TN 37203 NONE PC GENERAL CHARITABLE PURPOSE 18000 604250 0 14 441372 18 66707 0 508079 0 508079 0 0 0 0 0 0 0 0 0 0 EXCHANGE TRADED FUNDS AT COST 4257203 5595212 STOCKS AT COST 3397556 10461339 FIXED INCOME - US TREASURY BONDS AT COST 307186 310305 OTHER ASSETS - AGREE REIT AT COST 7464 21980 DIVIDENDS RECEIVABLE 77 79 79 OTHER BASIS ADJUSTMENTS 5460 TRAVEL & EXPENSE REIMBURSEMENT 21753 0 21753 NONDIVIDEND DISTRIBUTION ADJUSTMENT 2080 INVESTMENT MANAGEMENT FEES 63406 63406 0 LOOMIS FOUNDATION INC 5454 W 110TH STREET OVERLAND PARK KS 66211 FEDERAL EXCISE TAX 5243 0 0 FOREIGN TAXES 7844 7844 0