LOOMIS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LOOMIS FOUNDATION INC (EIN 56-1849009)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201541329349103304
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T16:31:28-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 COLLEGE BLVD | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561849009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOOMIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOOM | BusinessNameControlTxt |
| Phone | 9137422727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 COLLEGE BLVD | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLTON BURNS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9137422727 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN M HAKE CPA | PreparerPersonNm |
| PTIN | P01270403 | PTIN |
| Phone | 9133382727 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,383,294 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $139,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $135,871 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $418,184 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,598,928 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $418,184 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,254 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,254 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $556,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $552,801 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,819 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,587 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,232 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $274 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $274 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,795 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,541 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,604 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,604 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,839 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,083 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,083 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $216,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,922 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $340,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $543,399 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $421,677 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,711 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $280,106 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $177,210 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $174,544 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,108,796 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,463,187 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,624,700 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,063,460 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,566,976 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,566,501 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $838 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $838 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,874,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,224,922 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,383,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,874,039 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,224,922 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,874,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,224,922 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,874,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,224,922 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,874,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $340,349 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,534 | OtherIncreasesAmt |
| Subtotal | $4,224,922 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,224,922 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| TD AMERITRADE - SEE ATTACHED | $156,399 | $138,117 | $18,282 | $18,282 | |
| TD AMERITRADE - SEE ATTACHED | $1,440,720 | $1,042,587 | $398,133 | $398,133 | |
| PASS THROUGH FROM ENERGY TRANSFER PARTNERS | $787 | $787 | $787 | ||
| PASS THROUGH KINDER MORGAN (INCLUDING PY SUSPENDED LOSSES) | $40 | -$40 | -$40 | ||
| PASS THROUGH FROM MARKWEST ENERGY PARTNERS | $1 | $1 | $1 | ||
| CAPITAL GAINS DIVIDENDS | $1,021 | $1,021 | $1,021 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $418,184 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,868 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,868 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $3,672 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLTON BURNS | IndividualWithBooksNm |
| Phone | 2523549901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 SANDFIDDLER COURT | AddressLine1Txt |
| City | MOREHEAD CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28557 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLTON BURNS | ||||||||
| 402 SANDFIDDLER COURT | MOREHEAD CITY | NC | 28557 | TREASURER | 10.00 | $12,000 | $0 | $0 |
| JOSEPH BURNS | ||||||||
| 5 LAKE FOREST COURT | GREENSBORO | NC | 27408 | PRESIDENT | 3.00 | $12,000 | $0 | $0 |
| WILLIAM BURNS | ||||||||
| 2451 CUMBERLAND PKWY SUITE 3611 | ATLANTA | GA | 30339 | SECRETARY | 3.00 | $12,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,389,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,411,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,411,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,345,369 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,268 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,268 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,868 | TotalTaxAmt |
| Distributable Before Adj | $206,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $206,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $206,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,922 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $190,922 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,922 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $178,773 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Total For Prior Years | $12,083 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,922 | QualifyingDistributionsAmt |
| Applied To Year1 | $178,773 | AppliedToYear1Amt |
| Applied To Prior Years | $12,083 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $206,334 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM BURNS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CORE SOUND WATERFOWL MUSEUM | |||||||
| 1785 ISLAND ROAD | HARKERS ISLAND | NC | 28531 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,000 |
| SIGMA NU EDUCATIONAL FOUNDATION | |||||||
| 9 NORTH LEWIS ST | LEXINGTON | VA | 24450 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| CTC ART ENDOWMENT TRUST | |||||||
| 155 WEST PACES FERRY ROAD | ATLANTA | GA | 30305 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | |||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,500 |
| BELIEVERS FELLOWSHIP CHURCH | |||||||
| 613 ALEXIS DR | NEW BERN | NC | 28562 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,083 |
| GDS CAPITAL CAMPAIGN | |||||||
| 5401 LAWNDALE DRIVE | GREENBORO | NC | 27455 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| THE WAKE FOREST FUND | |||||||
| PO BOX 7227 | WINSTONSALEM | NC | 06820 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $4,000 |
| WASHINGTON & LEE | |||||||
| 204 W WASHINGTON ST | LEXINGTON | VA | 24450 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| CUSHING ACADEMY | |||||||
| 39 SCHOOL STREET | ASHBURNHAM | MA | 01430 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| GDS ANNUAL FUND | |||||||
| 5401 LAWNDALE DRIVE | GREENBORO | NC | 27455 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,300 |
| W F U DEACON CLUB | |||||||
| 499 DEACON BLVD | WINSTONSALEM | NC | 27105 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,200 |
| EPISCOPAL HIGH SCHOOL | |||||||
| 1200 N QUAKER LANE | GREENBORO | NC | 22302 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,750 |
| KLOVE | |||||||
| PO BOX 2098 | OMAHA | NE | 68103 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,200 |
| TEACH BEYOND | |||||||
| PO BOX 6248 | BLOOMINGDALE | IL | 60108 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,100 |
| CANINE CELLMATES | |||||||
| 901 RICE STREE NW | ATLANTA | GA | 30318 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| NASHVILLE GO RED FOR WOMEN | |||||||
| 1818 PATTERSON ST | NASHVILLE | TN | 37203 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $8,000 |
| SCAD DEVELOPMENT OFFICE | |||||||
| PO BOX 77300 | ATLANTA | GA | 30357 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| PEACHTREE ROAD UMC | |||||||
| 3180 PEACHTREE ROAD | ATLANTA | GA | 30305 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $4,000 |
| CENTERSTONE FOUNDATION | |||||||
| 1101 6TH AVENUE NORTH | NASHVILLE | TN | 37208 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| UNIVERSITY OF THE SOUTH | |||||||
| 735 UNIVERSITY AVE | SEWANEE | TN | 37383 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| BRIDGEVILLE COMMUNITY CENTER | |||||||
| 38717 KNEELAND ROAD | BRIDGEVILLE | CA | 95526 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| CALIFORNIA FIRE FUND | |||||||
| PO BOX 944246 | SACRAMENTO | CA | 94244 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| CRU | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| CRYSTAL COAST HOSPICE HOUSE | |||||||
| 100 BIG ROCK WEIGH PO BOX 640 | NEWPORT | NC | 28570 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| CRYSTAL COAST TEEN COMMUNITY BIBLE STUDY | |||||||
| 790 STOUT ROAD | COLORADO SPRINGS | CO | 80921 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,000 |
| MENTONE AREA PRESERVATION ASSOC | |||||||
| PO BOX 50 | MENTONE | AL | 35984 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $7,500 |
| MILLENNIUM RELIEF AND DEVELOPMENT | |||||||
| 5116 BISSONNET 358 | BELLAIRE | TX | 77401 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,100 |
| THE MCCALLIE SCHOOL | |||||||
| 500 DODDS AVE | CHATTANOOGA | TN | 37404 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSEGENERAL CHARITABLE PURPOSE | $2,500 |
| CAROLINAEAST FOUNDATION | |||||||
| 233 MIDDLE ST | NEW BERN | NC | 28560 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $4,000 |
| WESTCHESTER COUNTRY DAY SCHOOL | |||||||
| 2045 N OLD GREENSBORO ROAD | HIGH POINT | NC | 27265 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,000 |
| UNCG FRIENDS OF THE LIBRARY | |||||||
| PO BOX 26170 | GREENSBORO | NC | 27402 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| COMMUNITY BIBLE STUDY | |||||||
| 790 STOUT ROAD | COLORADO SPRINGS | CO | 80921 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $500 |
| NC AQUARIUM SOCIETY | |||||||
| 374 AIRPORT ROAD | MANTEO | NC | 27954 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| HOPE MISSION OF CARTERET COUNTY | |||||||
| 1412 BRIDGES ST | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| MOREHEAD CITY DAY CBS | |||||||
| 4621 COUNTRY CLUB RD | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| MARC FOUNDATION | |||||||
| 2701 S LINDBERGH | ST LOUIS | MS | 63131 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $8,100 |
| SEQUOIA HUMANE SOCIETY | |||||||
| 6073 LOMA AVE | EUREKA | CA | 95503 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $500 |
| UCSF FOUNDATION | |||||||
| PO BOX 0248 | SAN FRANCISCO | CA | 94143 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| IMHRO (ONE MIND INSTITUTE) | |||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,800 |
| RCS | |||||||
| 221 SOUTH FAYETTEVILLE STREET | ASHEBORO | NC | 27204 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| MARTHA'S MISSION | |||||||
| 901 BAY STREET | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $500 |
| ALL SAINTS CHURCH | |||||||
| 4124 FARRINGTON RD | DURHAM | NC | 27707 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,900 |
| UNITED WAY OF COASTAL CAROLINA | |||||||
| 601 BROAD STREET PO BOX 1385 | NEW BERN | NC | 28563 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| HOPE RECOVERY HOMES INC | |||||||
| PO BOX 627 | MOREHEAD CITY | NC | 28557 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| BELIEVERS FELLOWSHIP CHURCH | |||||||
| 613 ALEXIS DR | NEW BERN | NC | 28562 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $250 |
| WESTOVER CHURCH | |||||||
| 505 MUIRS CHAPEL ROAD | GREENSBORO | NC | 27410 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $9,500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $800 |
| SINGLE PURPOSE MINISTRIES | |||||||
| PO BOX 261 | JAMESTOWN | NC | 27282 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,083 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,997 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $418,184 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt | ExclusionExclusionCd |
|---|---|---|
| PASS THROUGH KINDER MORGAN (INCLUDING PY SUSPENDED LOSSES) | -$1,380 | |
| OTHER MISC. INVESTMENT INCOME | $89 | 01 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $556,927 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $556,927 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,566,976 | EOYBookValueAmt |
| EOYFMV | $1,566,501 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,463,187 | EOYBookValueAmt |
| EOYFMV | $2,624,700 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $177,210 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $174,544 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $838 | EOYBookValueAmt |
| EOYFMV | $838 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASS THROUGH FROM ENERGY TRANSFER PARTNERS | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $37 | $37 | $37 |
| PASS THROUGH KINDER MORGAN (INCLUDING PY SUSPENDED LOSSES) | -$1,380 | -$1,380 | -$1,380 |
| OTHER MISC. INVESTMENT INCOME | $89 | $89 | $89 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE ON MLP'S | Desc |
| Amt | $10,534 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT & ADVISORY FEES | CategoryTxt |
| Amt | $18,819 | Amt |
| Net Investment Income | $6,587 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,232 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENTS | $16,254 | $0 | $0 |
| FOREIGN TAXES | $2,541 | $2,541 | $0 |
Comments