BETA

LOOMIS FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LOOMIS FOUNDATION INC (EIN 56-1849009)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201441349349100019
Schema version
2013v3.0
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)
Return2014-05-14T08:23:13-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431807084PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CREATIVE PLANNING INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13400 COLLEGE BLVDAddressLine1
CityLEAWOODCity
StateKSState
ZIP Code66211ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561849009EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOOMIS FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLOOMBusinessNameControlTxt
Phone9137422727PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13400 COLLEGE BLVDAddressLine1
CityLEAWOODCity
StateKSState
ZIP Code66211ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLTON BURNSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9137422727PhoneNum
Signature2014-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCANDACE VARNER CPAPreparerPersonNm
PTINP01250255PTIN
Phone9133382727PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,289,846FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$490,390ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,186InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$47InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$114,595DividendsRevAndExpnssAmt
Dividends Net Invst Incm$114,595DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$251,982NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,938,457GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$251,982CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13,036OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$871,189TotalRevAndExpnssAmt
Total Net Invst Incm$366,625TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$24,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$24,000CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$15,072OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,275OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$9,797OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$61InterestRevAndExpnssAmt
Interest Net Invst Incm$61InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$9,034TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,634TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$10,296TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$10,296TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$58,463TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,970TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$44,093TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$112,599ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$112,599ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$171,062TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,970TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$156,692TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$700,127ExcessRevenueOverExpensesAmt
Net Investment Income$359,655NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$66,874SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$421,677SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$421,677SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$538,973USGovernmentObligationsBOYAmt
US Government Obligations EOY$280,106USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$279,006USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,794,430CorporateStockBOYAmt
Corporate Stock EOY$2,108,796CorporateStockEOYAmt
Corporate Stock EOYFMV$2,563,239CorporateStockEOYFMVAmt
Corporate Bonds BOY$785,657CorporateBondsBOYAmt
Corporate Bonds EOY$1,063,460CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,025,924CorporateBondsEOYFMVAmt
Total Assets BOY$3,185,934TotalAssetsBOYAmt
Total Assets EOY$3,874,039TotalAssetsEOYAmt
Total Assets EOYFMV$4,289,846TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,185,934CapitalStockBOYAmt
Capital Stock EOY$3,874,039CapitalStockEOYAmt
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$3,185,934TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,874,039TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,185,934TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,874,039TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,185,934TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$700,127ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,886,061SubtotalAmt
Other Decreases$12,022OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,874,039TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SUNTRUSTP$42,917$33,219$9,698$9,698
PASS THROUGH FROM CARLYLE GROUPP$1$1$1
PASS THROUGH FROM CARLYLE GROUPP$746$746$746
TD AMERITRADEP$1,493,518$1,450,986$42,532$42,532
TD AMERITRADEP$1,359,284$1,167,270$192,014$192,014
SUNTRUSTP$39,881$35,000$4,881$4,881
CAPITAL GAINS DIVIDENDSP$2,110$2,110$2,110
FieldValueIRS element (for citing)
Capital Gain Net Income$251,982CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$156,092AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,407,589NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045807DistributionYr1Rt
Adjusted Qlfy Distri Yr2$156,560AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,455,396NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045309DistributionYr2Rt
Adjusted Qlfy Distri Yr3$133,258AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,147,243NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042341DistributionYr3Rt
Adjusted Qlfy Distri Yr4$140,420AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,676,969NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052455DistributionYr4Rt
Adjusted Qlfy Distri Yr5$150,786AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,835,922NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053170DistributionYr5Rt
Total Distribution0.239082TotalDistributionRt
Average Distribution0.047816AverageDistributionRt
Net Vl Noncharitable Assets$3,719,312NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$177,843AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,597NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$181,440AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$156,692QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,193InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,193SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,193TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$36EsPenaltyAmt
Tax Due$7,229TaxDueAmt

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 Line19901 CRISSIE WRIGHT COURTAddressLine1
CityEMERALD ISLECity
StateNCState
ZIP Code28594ZIPCode
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 PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12012UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLTON BURNS
9901 CRISSIE WRIGHT COURTEMERALD ISLENC28594TREASURER9.00$8,000$0$0
JOSEPH BURNS
5 LAKE FOREST COURTGREENSBORONC27408PRESIDENT2.00$8,000$0$0
WILLIAM BURNS
2451 CUMBERLAND PKWY SUITE 3611ATLANTAGA30339SECRETARY2.00$8,000$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$3,714,099AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,852AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,775,951TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,775,951AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,639CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,719,312NetVlNoncharitableAssetsAmt
Minimum Investment Return$185,966MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$185,966MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,193TaxBasedOnInvestmentIncomeAmt
Total Tax$7,193TotalTaxAmt
Distributable Before Adj$178,773DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$178,773DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$178,773DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$156,692ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$156,692QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$156,692AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$178,773DistributableAsAdjustedAmt
Undistributed Income PY$168,775UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$156,692QualifyingDistributionsAmt
Applied To Year1$156,692AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
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$12,083Taxable2Amt
Undistributed Income CY$178,773UndistributedIncomeCYAmt
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 (36 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY BIBLE STUDY
790 STOUT ROADCOLORADO SPRINGSCO80921NONEGENERAL CHARITABLE PURPOSES$500
MARTHA'S MISSION
901 BAY STREETMOREHEAD CITYNC28557NONEGENERAL CHARITABLE PURPOSES$500
CRU
100 LAKE HART DRIVEORLANDOFL32832NONEGENERAL CHARITABLE PURPOSES$1,000
RCS
221 SOUTH FAYETTEVILLE STREETASHEBORONC27204NONEGENERAL CHARITABLE PURPOSES$1,000
UNITED WAY OF COASTAL CAROLINA
601 BROAD STREET PO BOX 1385NEW BERNNC28563NONEGENERAL CHARITABLE PURPOSES$2,000
HOPE MISSION OF CARTERET COUNTY
1412 BRIDGES STMOREHEAD CITYNC28557NONEGENERAL CHARITABLE PURPOSES$2,000
BELIEVER'S FELLOWSHIP CHURCH
613 ALEXIS DRIVENEW BERNNC28562NONEGENERAL CHARITABLE PURPOSES$1,479
NC AQUARIUM SOCIETY
374 AIRPORT ROADMANTEONC27954NONEGENERAL CHARITABLE PURPOSES$5,000
CAROLINAEAST FOUNDATION
233 MIDDLE STNEW BERNNC28560NONEGENERAL CHARITABLE PURPOSES$4,000
MOREHEAD CITY DAY CBS
4621 COUNTRY CLUB RDMOREHEAD CITYNC28557NONEGENERAL CHARITABLE PURPOSES$1,000
THE MCCALLIE SCHOOL
500 DODDS AVECHATTANOOGATN37404NONEGENERAL CHARITABLE PURPOSES$2,000
THE MCCALLIE SCHOOL
500 DODDS AVENUECHATTANOOGATN37404NONEGENERAL CHARITABLE PURPOSES$4,058
CRYSTAL COAST HOSPICE HOUSE
100 BIG ROCK WEIGH PO BOX 640NEWPORTNC28570NONEGENERAL CHARITABLE PURPOSES$10,000
WESTOVER CHURCH
505 MUIRS CHAPEL ROADGREENSBORONC27410NONEGENERAL CHARITABLE PURPOSES$9,975
K-LOVE RADIO
PO BOX 2098OMAHANE68103NONEGENERAL CHARITABLE PURPOSES$1,000
WUNC PUBLIC RADIO
120 FRIDAY CENTER DRIVECHAPEL HILLNC27517NONEGENERAL CHARITABLE PURPOSES$1,100
MILLENNIUM RELIEF AND DVLPMNT
5116 BISSONNET 358BELLAIRETX77401NONEGENERAL CHARITABLE PURPOSES$1,100
TEACH BEYOND
PO BOX 6248BLOOMINGDALEIL60108NONEGENERAL CHARITABLE PURPOSES$1,100
GDS CAPITAL CAMPAIGN
5401 LAWNDALE DRIVEGREENBORONC27455NONEGENERAL CHARITABLE PURPOSES$5,000
W F U DEACON CLUB
499 DEACON BLVDWINSTONSALEMNC27105NONEGENERAL CHARITABLE PURPOSES$3,200
THE WAKE FOREST FUND
PO BOX 7227WINSTONSALEMNC06820NONEGENERAL CHARITABLE PURPOSES$3,800
DARIEN METHODIST CHURCH
345 MIDDLESEX RDDARIENCT06820NONEGENERAL CHARITABLE PURPOSES$1,500
MARC FOUNDATION
2701 S LINDBERGHST LOUISMO63131NONEGENERAL CHARITABLE PURPOSES$7,500
BELMONT UNIVERSITY
1900 BELMONT BLVDNASHVILLETN37212NONEGENERAL CHARITABLE PURPOSES$37
DEVELOPMENT OFFICE OF BELMONT
1900 BELMONT RDNASHVILLETN37212NONEGENERAL CHARITABLE PURPOSES$1,500
NASHVILLE GO RED FOR WOMEN
1818 PATTERSON STNASHVILLETN37203NONEGENERAL CHARITABLE PURPOSES$6,000
CRYSTAL COAST TEEN CBS
790 STOUT ROADCOLORADO SPRINGSCO80921NONEGENERAL CHARITABLE PURPOSES$3,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONEGENERAL CHARITABLE PURPOSES$5,750
GDS ANNUAL FUND
5401 LAWNDALE DRIVEGREENBORONC27455NONEGENERAL CHARITABLE PURPOSES$3,000
EPISCOPAL HIGH SCHOOL
1200 N QUAKER LANEGREENBORONC22302NONEGENERAL CHARITABLE PURPOSES$2,500
CANINE CELLMATES
901 RICE STREE NWATLANTAGA30318NONEGENERAL CHARITABLE PURPOSES$10,000
VES
400 VES ROADLYNCHBURGHVA24503NONEGENERAL CHARITABLE PURPOSES$2,000
PEACHTREE ROAD UMC
3180 PEACHTREE ROADATLANTAGA30305NONEGENERAL CHARITABLE PURPOSES$5,000
SCAD DEVELOPMENT OFFICE
PO BOX 77300ATLANTAGA30357NONEGENERAL CHARITABLE PURPOSES$1,500
SEQUOIA HUMANE SOCIETY
6073 LOMA AVEEUREKACA95503NONEGENERAL CHARITABLE PURPOSES$1,000
WOODWARD ACADEMY
1662 RUGBY AVEATLANTAGA30337NONEGENERAL CHARITABLE PURPOSES$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$112,599TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,186ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$114,595ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$251,982ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Exclusion01ExclusionCd
Exclusion$13,035ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$380,799ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$380,799TotalIncomeProducingActyAmt

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 PersonWILLIAM L BURNS JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12451 CUMBERLAND PKWY SUITE 3611AddressLine1
CityATLANTACity
StateGAState
ZIP Code30339ZIPCode
FieldValueIRS element (for citing)
Total Contributions$490,390TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,063,460EOYBookValueAmt
EOYFMV$1,025,924EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$2,108,796EOYBookValueAmt
EOYFMV$2,563,239EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$280,106USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$279,006USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAINS/LOSSESDescription
Amount$12,022Amount

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTY INCOME$1$1$0
FEDERAL TAX REFUND$13,035$13,035

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT & ADVISORY FEESCategoryTxt
Amt$15,072Amt
Net Investment Income$5,275NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,797DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2012 EXTENSION PAYMENT$7,400$0$0
FOREIGN TAXES$1,634$1,634$0

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