LOOMIS FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LOOMIS FOUNDATION INC (EIN 56-1849009)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201731359349104413
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T16:04:04-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Line13400 COLLEGE BLVDAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561849009EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOOMIS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOOMBusinessNameControlTxt
Phone9137422727PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13400 COLLEGE BLVDAddressLine1Txt
CityLEAWOODCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLTON BURNSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9137422727PhoneNum
Signature2017-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN M HAKE CPAPreparerPersonNm
PTINP01270403PTIN
Phone9133382727PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.197.30.126IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-12IPDt
IP Tm15:03:49IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA582A5C888C0380C952AC87DA8926A5437E1A8A9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,405,707FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$135,194DividendsRevAndExpnssAmt
Dividends Net Invst Incm$131,512DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$628NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$323,649GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$628CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$344OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$344OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$386,166TotalRevAndExpnssAmt
Total Net Invst Incm$132,484TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$36,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$36,000CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$27,589OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,691OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,897OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$275InterestRevAndExpnssAmt
Interest Net Invst Incm$275InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,977TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,977TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$8,768TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$8,768TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$9OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$75,618TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,943TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$51,674TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$153,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$153,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$229,068TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,943TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$205,124TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$157,098ExcessRevenueOverExpensesAmt
Net Investment Income$108,541NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$39,011SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,216SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,216SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$177,210USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,304,719CorporateStockBOYAmt
Corporate Stock EOY$1,366,857CorporateStockEOYAmt
Corporate Stock EOYFMV$1,542,885CorporateStockEOYFMVAmt
Other Investments BOY$2,617,360OtherInvestmentsBOYAmt
Other Investments EOY$2,901,899OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,807,640OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,895OtherAssetsBOYAmt
Other Assets EOY$1,966OtherAssetsEOYAmt
Other Assets EOYFMV$1,966OtherAssetsEOYFMVAmt
Total Assets BOY$4,140,195TotalAssetsBOYAmt
Total Assets EOY$4,323,938TotalAssetsEOYAmt
Total Assets EOYFMV$4,405,707TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$4,140,195CapitalStockBOYAmt
Capital Stock EOY$4,323,938CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,140,195TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,323,938TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,140,195TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,323,938TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,140,195TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$157,098ExcessRevenueOverExpensesAmt
Other Increases$26,854OtherIncreasesAmt
Subtotal$4,324,147SubtotalAmt
Other Decreases$209OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,323,938TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
TD AMERITRADE - AVAILABLE UPON REQUEST2015-01-012016-12-31$150,021$145,800$4,221$4,221
TD AMERITRADE - AVAILABLE UPON REQUEST2015-01-012016-12-31$170,000$177,210-$7,210-$7,210
PASSTHROUGH FROM ETP2015-01-012016-12-31$1,356$1,356$1,356
PASSTHROUGH FROM BPL2015-01-012016-12-31$97$97$97
PASSTHROUGH FROM BX2015-01-012016-12-31$557$557$557
PASSTHROUGH FROM BX2016-01-012016-12-31$8-$8-$8
PASSTHROUGH FROM PAA2015-01-012016-12-31$134$134$134
PASSTHROUGH FROM MMP2015-01-012016-12-31$99$99$99
PASSTHROUGH FROM MMP2016-01-012016-12-31$3-$3-$3
CAPITAL GAINS DIVIDENDS$1,385$1,385$1,385P
FieldValueIRS element (for citing)
Capital Gain Net Income$628CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,171InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,171SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,171TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,560EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,560TotalPaymentsAndCreditsAmt
Overpayment$389OverpaymentAmt
Applied To ES Tax$389AppliedToESTaxAmt
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 StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLTON BURNSIndividualWithBooksNm
Phone2523549901PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1402 SANDFIDDLER COURTAddressLine1Txt
CityMOREHEAD CITYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28557ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLTON BURNS
402 SANDFIDDLER COURTMOREHEAD CITYNC28557TREASURER10.00$12,000$0$0
JOSEPH BURNS
5 LAKE FOREST COURTGREENSBORONC27408PRESIDENT3.00$12,000$0$0
WILLIAM BURNS
2451 CUMBERLAND PKWY SUITE 3611ATLANTAGA30339SECRETARY3.00$12,000$0$0
KAREN BURNS
2451 CUMBERLAND PKWY SUITE 3611ATLANTAGA30339ASSOCIATE1.00$0$0$0
WILLIAM BURNS IV
110 HEADY DRIVENASHVILLETN37205ASSOCIATE1.00$0$0$0
SALLY BURNS
2451 CUMBERLAND PKWY SUITE 3611ATLANTAGA30339ASSOCIATE1.00$0$0$0
MOLLY BURNS
5 LAKE FOREST COURTGREENSBORONC27408ASSOCIATE1.00$0$0$0
MAGGIE BURNS
5 LAKE FOREST COURTGREENSBORONC27408ASSOCIATE1.00$0$0$0
BEAU BURNS
5 LAKE FOREST COURTGREENSBORONC27408ASSOCIATE1.00$0$0$0
JAKE BURNS
5 LAKE FOREST COURTGREENSBORONC27408ASSOCIATE1.00$0$0$0
PEGGY BURNS
402 SANDFIDDLER COURTMOREHEAD CITYNC28557ASSOCIATE1.00$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$4,196,636AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,362AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,247,998TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,247,998AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,720CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,184,278NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,214MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,214MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,171TaxBasedOnInvestmentIncomeAmt
Total Tax$2,171TotalTaxAmt
Distributable Before Adj$207,043DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$207,043DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$207,043DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$205,124ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$205,124QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$205,124AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$207,043DistributableAsAdjustedAmt
Undistributed Income PY$200,140UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$205,124QualifyingDistributionsAmt
Applied To Year1$200,140AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,984AppliedToCurrentYearAmt
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$202,059UndistributedIncomeCYAmt
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)
Contributing ManagerWILLIAM BURNSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIENDS OF SPOONERS CREEK ASSOICATION
408 SANDFIDDLER CTMOREHEAD CITYNC28557NONEPCGENERAL CHARITABLE PURPOSE$250
JAMES 123 INC
402 SANDFIDDLERMOREHEAD CITYNC28557NONEPCGENERAL CHARITABLE PURPOSE$5,000
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27106NONEPCGENERAL CHARITABLE PURPOSE$4,000
W F U DEACON CLUB
499 DEACON BLVDWINSTONSALEMNC27105NONEPCGENERAL CHARITABLE PURPOSE$3,200
HIGH MOUNTAIN INSTITUTE
531 COUNTY RD 5ALEADVILLECO80461NONEPCGENERAL CHARITABLE PURPOSE$1,000
EPISCOPAL HIGH SCHOOL
1200 N QUAKER LANEGREENBORONC22302NONEPCGENERAL CHARITABLE PURPOSE$2,750
CHURCH OF THE INCARNATION
530 MAIN STHIGHLANDSNC28741NONEPCGENERAL CHARITABLE PURPOSE$1,000
GDS ANNUAL FUND
5401 LAWNDALE DRIVEGREENBORONC27455NONEPCGENERAL CHARITABLE PURPOSE$1,500
WASHINGTON & LEE UNIVERSITY
204 W WASHINGTON STLEXINGTONVA24450NONEPCGENERAL CHARITABLE PURPOSE$1,000
GDS CAPITAL CAMPAIGN
5401 LAWNDALE DRIVEGREENBORONC27455NONEPCGENERAL CHARITABLE PURPOSE$2,300
CRYSTAL COAST HOSPICE HOUSE
100 BIG ROCK WEIGH PO BOX 640NEWPORTNC28570NONEPCGENERAL CHARITABLE PURPOSE$5,000
SPIRIT FOR MISSION
292 MCCABE ROADNEWPORTNC28570NONEPCGENERAL CHARITABLE PURPOSE$3,000
CRYSTAL COAST HOSPICE HOUSE
100 BIG ROCK WEIGH PO BOX 640NEWPORTNC28570NONEPCGENERAL CHARITABLE PURPOSE$5,000
MILLENNIUM RELIEF AND DEVELOPMENT
5116 BISSONNET 358BELLAIRETX77401NONEPCGENERAL CHARITABLE PURPOSE$1,100
UNCG FRIENDS OF THE LIBRARY
PO BOX 26170GREENSBORONC27402NONEPCGENERAL CHARITABLE PURPOSE$1,250
ENGINEERING MINISTRIES INTERNATIONAL
130 E KIOWA ST 200COLORADO SPRINGSCO80903NONEPCGENERAL CHARITABLE PURPOSE$750
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27106NONEPCGENERAL CHARITABLE PURPOSE$750
CRU
100 LAKE HART DRIVEORLANDOFL32832NONEPCGENERAL CHARITABLE PURPOSE$500
NOLS ANNUAL FUND
284 LINCOLN STLANDERWY82520NONEPCGENERAL CHARITABLE PURPOSE$400
GREENSBORO DOWNTOWN GREENWAY CHURCH
203 S CHURCH STGREENSBORONC27401NONEPCGENERAL CHARITABLE PURPOSE$2,000
CRYSTAL COAST TEEN CBS
790 STOUT ROADCOLORADO SPRINGSCO80921NONEPCGENERAL CHARITABLE PURPOSE$3,000
FIRST STEP TO FREEDOM MINISTRIES
11434 HIGHWAY 27SUMMERVILLEGA30747NONEPCGENERAL CHARITABLE PURPOSE$5,000
PEACHTREE ROAD UMC
3180 PEACHTREE ROADATLANTAGA30305NONEPCGENERAL CHARITABLE PURPOSE$5,000
VIRGINIA EPISCOPAL DEVELOPMENT
400 VES RDLYNCHBURGVA24503NONEPCGENERAL CHARITABLE PURPOSE$5,000
SIGMA NU EDUCATIONAL FOUNDATION
9 NORTH LEWIS STLEXINGTONVA24450NONEPCGENERAL CHARITABLE PURPOSE$3,000
PEACHTREE ROAD UMC
3180 PEACHTREE ROADATLANTAGA30305NONEPCGENERAL CHARITABLE PURPOSE$1,000
NASHVILLE GO RED FOR WOMEN
1818 PATTERSON STNASHVILLETN37203NONEPCGENERAL CHARITABLE PURPOSE$1,000
WOODWARD ACADEMY
1662 W RUGBY AVECOLLEGE PARKGA30337NONEPCGENERAL CHARITABLE PURPOSE$1,000
CALIFORNIA FIRE FUND
PO BOX 944246SACRAMENTOCA94244NONEPCGENERAL CHARITABLE PURPOSE$2,000
COLUMBIA ACADEMY
1101 W 7TH STCOLUMBIATN38401NONEPCGENERAL CHARITABLE PURPOSE$2,500
BRIDGEVILLE COMMUNITY CENTER
38717 KNEELAND ROADBRIDGEVILLECA95526NONEPCGENERAL CHARITABLE PURPOSE$1,000
MARC FOUNDATION
2701 S LINDBERGHST LOUISMS63131NONEPCGENERAL CHARITABLE PURPOSE$9,000
CANINE CELLMATES
901 RICE STREET NWATLANTAGA30318NONEPCGENERAL CHARITABLE PURPOSE$1,000
UNIVERSITY OF THE SOUTH
735 UNIVERSITY AVESEWANEETN37383NONEPCGENERAL CHARITABLE PURPOSE$1,000
UNIVERSITY OF THE SOUTH
735 UNIVERSITY AVESEWANEETN37383NONEPCGENERAL CHARITABLE PURPOSE$1,000
CAROLINAEAST FOUNDATION
233 MIDDLE STNEW BERNNC28560NONEPCGENERAL CHARITABLE PURPOSE$5,000
JAMES 123 INC
402 SANDFIDDLERMOREHEAD CITYNC28557NONEPCGENERAL CHARITABLE PURPOSE$5,000
NC AQUARIUM SOCIETY
374 AIRPORT ROADMANTEONC27954NONEPCGENERAL CHARITABLE PURPOSE$5,000
WESTOVER CHURCH
505 MUIRS CHAPEL ROADGREENSBORONC27410NONEPCGENERAL CHARITABLE PURPOSE$9,000
YOUNG LIFE GREENSBORO
4713 KINGSWOOD DRGREENSBORONC27410NONEPCGENERAL CHARITABLE PURPOSE$7,500
CAPERNAUM MINISTRIES
3500 CANAL RDLAKE WALESFL33898NONEPCGENERAL CHARITABLE PURPOSE$3,200
WESTOVER CHURCH
505 MUIRS CHAPEL ROADGREENSBORONC27410NONEPCGENERAL CHARITABLE PURPOSE$3,000
THE MCCALLIE SCHOOL
500 DODDS AVECHATTANOOGATN37404NONEPCGENERAL CHARITABLE PURPOSE$3,000
X3 FOUNDATION INC
1870 THE EXCHANGE SUITE 240ATLANTAGA30339NONEPCGENERAL CHARITABLE PURPOSE$5,000
FEED MY LAMBS INC
560 FAIRGROUNDS ST NMARIETTAGA30060NONEPCGENERAL CHARITABLE PURPOSE$2,500
JAMES 123 INC
402 SANDFIDDLERMOREHEAD CITYNC28557NONEPCGENERAL CHARITABLE PURPOSE$3,000
UNITED WAY OF COASTAL CAROLINA
601 BROAD STREETNEW BERNNC28563NONEPCGENERAL CHARITABLE PURPOSE$2,000
ALL SAINTS CHURCH
4124 FARRINGTON RDDURHAMNC27707NONEPCGENERAL CHARITABLE PURPOSE$2,000
CRU
100 LAKE HART DRIVEORLANDOFL32832NONEPCGENERAL CHARITABLE PURPOSE$1,500
BROAD STREET CLINIC
534 N 35TH STREET SUITE KMOREHEAD CITYNC28557NONEPCGENERAL CHARITABLE PURPOSE$1,000
CANINE CELLMATES
901 RICE STREET NWATLANTAGA30318NONEPCGENERAL CHARITABLE PURPOSE$3,500
FIRST STEP TO FREEDOM MINISTRIES
11434 HIGHWAY 27SUMMERVILLEGA30747NONEPCGENERAL CHARITABLE PURPOSE$1,000
WESTSIDE COMMUNITY IMPROVEMENT ASSOCIATION
1000 B STREETEUREKACA95501NONEPCGENERAL CHARITABLE PURPOSE$2,000
YOUNG LIFE INTERNATIONAL
PO BOX 520COLORADO SPRINGSCO80901NONEPCGENERAL CHARITABLE PURPOSE$1,000
HOPE ACADEMY
7655 BRUTON SMITH BLVDCONCORDNC28027NONEPCGENERAL CHARITABLE PURPOSE$2,000
SINGLE PURPOSE MINISTRIES
PO BOX 261JAMESTOWNNC27282NONEPCGENERAL CHARITABLE PURPOSE$1,000
THE CROSSNORE SCHOOL
100 D A R DRCROSSNORENC28616NONEPCGENERAL CHARITABLE PURPOSE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$153,450TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135,194ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$628ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionAmt
PASS THROUGH BLACK STONE GROUP$294
PASS THROUGH ENERGY TRANSFER PARTNERS$12

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$136,166ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$136,166TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DOROTHY BURNSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1402 SANDFIDDLER COURTAddressLine1Txt
CityMOREHEAD CITYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28557ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE FOUNDATION HEREBY ELECTIONS TO APPLY $12,083 OF THE EXCESS DISTRIBUTION AGAINST THE UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING DECEMBER 31, 2012.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,366,857EOYBookValueAmt
EOYFMV$1,542,885EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEXCHANGE TRADED FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,901,899BookValueAmt
EOYFMV$2,807,640EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$1,895BOYBookValueAmt
EOY Book Value$1,966EOYBookValueAmt
EOYFMV$1,966EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$209Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PASS THROUGH FROM ENERGY TRANSFER PARTNERS$4$0$4
PASS THROUGH FROM BUCKEYE$4$0$4
PASS THROUGH FROM PLAINS ALL AMERICAN$1$0$1

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTY INCOME$7$7$7
OTHER INCOME$31$31$31
PASS THROUGH BLACK STONE GROUP$294$294$294
PASS THROUGH ENERGY TRANSFER PARTNERS$12$12$12

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX DIFFERENCE ON MLP'SDesc
Amt$26,854Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT & ADVISORY FEESCategoryTxt
Amt$27,589Amt
Net Investment Income$20,691NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,897DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$2,977Amt
Net Investment Income$2,977NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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