2016-05-16T09:05:47-05:00 2015-12-31 471019942 Creative Planning Tax LLC 3400 College Blvd Leawood KS 66211 990PF 2015-01-01 561849009 Loomis Foundation Inc LOOM 9137422727 3400 College Blvd Leawood KS 66211 Charlton Burns Treasurer 9137422727 2016-05-11 1 Benjamin M Hake CPA P01270403 9133382727 2015 2016-09-27 15:27:22Z X 3958677 X X 129867 126352 24630 867369 24630 -14710 -14710 139787 136272 36000 0 36000 17289 6051 11238 300 300 0 18963 2611 0 8299 0 8299 7 0 7 80858 8962 55544 155300 155300 236158 8962 210844 -96371 127310 16711 39011 39011 177210 177210 171041 1566976 1304719 1344781 2463187 2617360 2401949 838 1895 1895 4224922 4140195 3958677 0 0 X 4224922 4140195 0 0 0 0 4224922 4140195 4224922 4140195 4224922 -96371 18936 4147487 7292 4140195 TD Ameritrade - Available Upon Request 359864 352719 7145 7145 TD Ameritrade - Available Upon Request 506174 490008 16166 16166 Passthrough From BX 2 -2 -2 passthrough From BX 522 522 522 Passthrough from MPLX 8 -8 -8 Passthrough From Plains All AMerican 4 4 4 Passthrough from Enterprise Products Partners 235 235 235 Passthrough from MPLX 2 -2 -2 Capital Gains Dividends P 570 570 570 24630 1 2546 0 2546 0 2546 10880 10880 8334 2560 5774 0 0 0 0 0 0 0 0 0 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 Charlton Burns 402 Sandfiddler Court Morehead City NC 28557 Treasurer 10.00 12000 0 0 Joseph Burns 5 Lake Forest Court Greensboro NC 27408 President 3.00 12000 0 0 William Burns 2451 Cumberland Pkwy Suite 3611 Atlanta GA 30339 Secretary 3.00 12000 0 0 Karen Burns 2451 Cumberland Pkwy Suite 3611 Atlanta GA 30339 Associate 1.00 0 0 0 William Burns IV 110 Heady Drive Nashville TN 37205 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 NONE 0 NONE 0 0 4183568 23456 0 4207024 0 0 4207024 63105 4143919 207196 207196 2546 2546 204650 0 204650 0 204650 210844 0 210844 0 210844 204650 206334 0 0 210844 206334 0 0 4510 0 0 0 0 0 0 0 0 200140 0 0 0 William Burns X ALL SAINTS CHURCH 4124 Farrington Rd Durham NC 27707 None Public Charity General Charitable Purpose 5500 BRIDGEVILLE COMMUNITY CENTER 38717 Kneeland Road Bridgeville CA 95526 None Public Charity General Charitable Purpose 2000 CALIFORNIA FIRE FUND PO Box 944246 Sacramento CA 94244 None Public Charity General Charitable Purpose 5000 CANINE CELLMATES 901 Rice Street NW Atlanta GA 30318 None Public Charity General Charitable Purpose 4000 Capernaum Young Life Ministries Po Box 520 Colorado Springs CO 80901 None Public Charity General Charitable Purpose 3000 CAROLINAEAST FOUNDATION 233 Middle St New Bern NC 28560 None Public Charity General Charitable Purpose 5000 CENTERSTONE FOUNDATION 1101 6th Avenue North Nashville TN 37208 None Public Charity General Charitable Purpose 1500 Colorado College 14 E Cache La Pourdre St Colorado Springs CO 80903 None Public Charity General Charitable Purpose 1000 CORE SOUND WATERFOWL MUSEUM 1785 Island Road Harkers Island NC 28531 None Public Charity General Charitable Purpose 500 CRU 100 Lake Hart Drive Orlando FL 32832 None Public Charity General Charitable Purpose 1500 Crystal Coast Church Nazarene 4311 Country Rd Morehead City NC 28557 None Public Charity General Charitable Purpose 1000 CRYSTAL COAST HOSPICE HOUSE 100 Big Rock Weigh PO Box 640 Newport NC 28570 None Public Charity General Charitable Purpose 10000 CRYSTAL COAST TEEN Community Bible Study 790 Stout Road Colorado Springs CO 80921 None Public Charity General Charitable Purpose 3000 CUSHING ACADEMY 39 School Street Ashburnham MA 01430 None Public Charity General Charitable Purpose 1200 Engineering Ministries International 130 E Kiowa St 200 Colorado Springs CO 80903 None Public Charity General Charitable Purpose 750 EPISCOPAL HIGH SCHOOL 1200 N Quaker Lane Greenboro NC 22302 None Public Charity General Charitable Purpose 2750 Feed My Lambs Inc 560 Fairgrounds St N Marietta GA 30060 None Public Charity General Charitable Purpose 2000 First Steps to Freedom 1301 E Atlantic Blvd Suite 2 Pompano Beach FL 33060 None Public Charity General Charitable Purpose 5000 GDS ANNUAL FUND 5401 LAWNDALE DRIVE Greenboro NC 27455 None Public Charity General Charitable Purpose 3000 GDS CAPITAL CAMPAIGN 5401 LAWNDALE DRIVE Greenboro NC 27455 None Public Charity General Charitable Purpose 5000 High Mountain Institute 531 County Rd 5A Leadville CO 80461 None Public Charity General Charitable Purpose 500 Holy Spirit Preparatory School 4465 Northside Dr Atlanta GA 30342 None public Charity General Charitable Purpose 1000 HOPE MISSION OF CARTERET COUNTY 1412 Bridges St Morehead City NC 28557 None Public Charity General Charitable Purpose 5000 HOPE RECOVERY HOMES INC PO Box 627 Morehead City NC 28557 None Public Charity General Charitable Purpose 3000 James 123 Inc 402 Sandfiddler Ct Morehead City NC 28557 None Private Operating Fo General Charitable Purpose 5000 MARC FOUNDATION 2701 S Lindbergh St Louis MS 63131 None Public Charity General Charitable Purpose 9000 MILLENNIUM RELIEF AND Development 5116 Bissonnet 358 Bellaire TX 77401 None Public Charity General Charitable Purpose 1100 NASHVILLE GO RED FOR WOMEN 1818 Patterson St Nashville TN 37203 None Public Charity General Charitable Purpose 5000 NATIONAL MS SOCIETY 3101 Industrial Drive Suite 210 Raleigh NC 27609 None public Charity General Charitable Purpose 800 National Outdoor Leadership School 284 Lincoln St Lander WY 82520 None Public Charity General Charitable Purpose 300 NC AQUARIUM SOCIETY 374 Airport Road Manteo NC 27954 None Public Charity General Charitable Purpose 8000 PEACHTREE ROAD UMC 3180 Peachtree Road Atlanta GA 30305 None Public Charity General Charitable Purpose 6000 SIGMA NU EDUCATIONAL FOUNDATION 9 North Lewis St Lexington VA 24450 None Public Charity General Charitable Purpose 3000 SINGLE PURPOSE MINISTRIES PO Box 261 Jamestown NC 27282 None Public Charity General Charitable Purpose 550 TEACH BEYOND PO Box 6248 Bloomingdale IL 60108 None Public Charity General Charitable Purpose 1100 THE MCCALLIE SCHOOL 500 Dodds Ave Chattanooga TN 37404 None Public Charity General Charitable Purpose 2500 THE WAKE FOREST FUND PO Box 7227 WinstonSalem NC 06820 None Public Charity General Charitable Purpose 4750 UNCG FRIENDS OF THE LIBRARY PO Box 26170 Greensboro NC 27402 None Public Charity General Charitable Purpose 1250 UNIVERSITY OF THE SOUTH 735 University Ave Sewanee TN 37383 None Public Charity General Charitable Purpose 2500 Virginia Episcopal School 400 VES Rd Lynchburg VA 24503 None public Charity General Charitable Purpose 5000 W F U DEACON CLUB 499 Deacon Blvd WinstonSalem NC 27105 None Public Charity General Charitable Purpose 3250 WASHINGTON & LEE 204 W Washington St Lexington VA 24450 None Public Charity General Charitable Purpose 1000 WESTCHESTER COUNTRY DAY SCHOOL 2045 N Old Greensboro Road High Point NC 27265 None Public Charity General Charitable Purpose 4000 WESTOVER CHURCH 505 Muirs Chapel Road Greensboro NC 27410 None Public Charity General Charitable Purpose 12000 YOUNG LIFE PO Box 520 Colorado Springs CO 80901 None Public Charity General Charitable Purpose 7000 155300 0 14 129867 14 351 18 24630 Pass Through MLPX (Including PY Suspended Losses) -15098 Pass Through Black Stone Group 37 0 139787 0 139787 0 0 0 0 0 0 0 0 0 0 The foundation hereby elections to apply $12,083 of the excess distribution against the undistributed income from the tax year ending December 31, 2012. Corporate Stocks 1304719 1344781 177210 171041 0 0 Exchange Traded Funds AT COST 2617360 2401949 Dividends Receivable 838 1895 1895 Cost Basis Adjustment 7292 Pass Through from Energy Transfer Partners 5 0 5 Pass Through from Buckeye 1 0 1 Pass Through from Plains All American 1 0 1 Royalty Income 3 3 3 Other Misc. Investment Income 348 348 348 Pass Through MLPX (Including PY Suspended Losses) -15098 -15098 -15098 Pass Through Black Stone Group 37 37 37 Book to Tax Difference on MLP's 18936 Management & Advisory Fees 17289 6051 11238 Federal Tax Payments 16352 0 0 Foreign Taxes 2611 2611 0