2014-05-14T08:23:13-05:00 2013-12-31 431807084 CREATIVE PLANNING INC 3400 COLLEGE BLVD LEAWOOD KS 66211 990PF 2013-01-01 561849009 LOOMIS FOUNDATION INC LOOM 9137422727 3400 COLLEGE BLVD LEAWOOD KS 66211 CHARLTON BURNS TREASURER 9137422727 2014-05-09 1 CANDACE VARNER CPA P01250255 9133382727 2013 2015-12-30 17:16:21Z X X 4289846 X 490390 1186 47 114595 114595 251982 2938457 251982 13036 1 871189 366625 24000 0 24000 15072 5275 9797 61 61 0 9034 1634 0 10296 0 10296 58463 6970 44093 112599 112599 171062 6970 156692 700127 359655 66874 421677 421677 538973 280106 279006 1794430 2108796 2563239 785657 1063460 1025924 3185934 3874039 4289846 0 0 X 3185934 3874039 0 0 0 0 3185934 3874039 3185934 3874039 3185934 700127 0 3886061 12022 3874039 SUNTRUST P 42917 33219 9698 9698 PASS THROUGH FROM CARLYLE GROUP P 1 1 1 PASS THROUGH FROM CARLYLE GROUP P 746 746 746 TD AMERITRADE P 1493518 1450986 42532 42532 TD AMERITRADE P 1359284 1167270 192014 192014 SUNTRUST P 39881 35000 4881 4881 CAPITAL GAINS DIVIDENDS P 2110 2110 2110 251982 0 156092 3407589 0.045807 156560 3455396 0.045309 133258 3147243 0.042341 140420 2676969 0.052455 150786 2835922 0.053170 0.239082 0.047816 3719312 177843 3597 181440 156692 7193 0 7193 0 7193 0 36 7229 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A CHARLTON BURNS 2523549901 9901 CRISSIE WRIGHT COURT EMERALD ISLE NC 28594 0 0 0 0 0 0 0 0 1 2012 1 0 0 0 0 0 0 0 0 0 0 0 CHARLTON BURNS 9901 CRISSIE WRIGHT COURT EMERALD ISLE NC 28594 TREASURER 9.00 8000 0 0 JOSEPH BURNS 5 LAKE FOREST COURT GREENSBORO NC 27408 PRESIDENT 2.00 8000 0 0 WILLIAM BURNS 2451 CUMBERLAND PKWY SUITE 3611 ATLANTA GA 30339 SECRETARY 2.00 8000 0 0 NONE 0 NONE 0 0 3714099 61852 0 3775951 0 0 3775951 56639 3719312 185966 185966 7193 7193 178773 0 178773 0 178773 156692 0 156692 0 156692 178773 168775 0 0 156692 156692 0 0 0 0 0 0 0 0 0 0 12083 178773 0 0 0 WILLIAM BURNS X COMMUNITY BIBLE STUDY 790 STOUT ROAD COLORADO SPRINGS CO 80921 NONE GENERAL CHARITABLE PURPOSES 500 MARTHA'S MISSION 901 BAY STREET MOREHEAD CITY NC 28557 NONE GENERAL CHARITABLE PURPOSES 500 CRU 100 LAKE HART DRIVE ORLANDO FL 32832 NONE GENERAL CHARITABLE PURPOSES 1000 RCS 221 SOUTH FAYETTEVILLE STREET ASHEBORO NC 27204 NONE GENERAL CHARITABLE PURPOSES 1000 UNITED WAY OF COASTAL CAROLINA 601 BROAD STREET PO BOX 1385 NEW BERN NC 28563 NONE GENERAL CHARITABLE PURPOSES 2000 HOPE MISSION OF CARTERET COUNTY 1412 BRIDGES ST MOREHEAD CITY NC 28557 NONE GENERAL CHARITABLE PURPOSES 2000 BELIEVER'S FELLOWSHIP CHURCH 613 ALEXIS DRIVE NEW BERN NC 28562 NONE GENERAL CHARITABLE PURPOSES 1479 NC AQUARIUM SOCIETY 374 AIRPORT ROAD MANTEO NC 27954 NONE GENERAL CHARITABLE PURPOSES 5000 CAROLINAEAST FOUNDATION 233 MIDDLE ST NEW BERN NC 28560 NONE GENERAL CHARITABLE PURPOSES 4000 MOREHEAD CITY DAY CBS 4621 COUNTRY CLUB RD MOREHEAD CITY NC 28557 NONE GENERAL CHARITABLE PURPOSES 1000 THE MCCALLIE SCHOOL 500 DODDS AVE CHATTANOOGA TN 37404 NONE GENERAL CHARITABLE PURPOSES 2000 THE MCCALLIE SCHOOL 500 DODDS AVENUE CHATTANOOGA TN 37404 NONE GENERAL CHARITABLE PURPOSES 4058 CRYSTAL COAST HOSPICE HOUSE 100 BIG ROCK WEIGH PO BOX 640 NEWPORT NC 28570 NONE GENERAL CHARITABLE PURPOSES 10000 WESTOVER CHURCH 505 MUIRS CHAPEL ROAD GREENSBORO NC 27410 NONE GENERAL CHARITABLE PURPOSES 9975 K-LOVE RADIO PO BOX 2098 OMAHA NE 68103 NONE GENERAL CHARITABLE PURPOSES 1000 WUNC PUBLIC RADIO 120 FRIDAY CENTER DRIVE CHAPEL HILL NC 27517 NONE GENERAL CHARITABLE PURPOSES 1100 MILLENNIUM RELIEF AND DVLPMNT 5116 BISSONNET 358 BELLAIRE TX 77401 NONE GENERAL CHARITABLE PURPOSES 1100 TEACH BEYOND PO BOX 6248 BLOOMINGDALE IL 60108 NONE GENERAL CHARITABLE PURPOSES 1100 GDS CAPITAL CAMPAIGN 5401 LAWNDALE DRIVE GREENBORO NC 27455 NONE GENERAL CHARITABLE PURPOSES 5000 W F U DEACON CLUB 499 DEACON BLVD WINSTONSALEM NC 27105 NONE GENERAL CHARITABLE PURPOSES 3200 THE WAKE FOREST FUND PO BOX 7227 WINSTONSALEM NC 06820 NONE GENERAL CHARITABLE PURPOSES 3800 DARIEN METHODIST CHURCH 345 MIDDLESEX RD DARIEN CT 06820 NONE GENERAL CHARITABLE PURPOSES 1500 MARC FOUNDATION 2701 S LINDBERGH ST LOUIS MO 63131 NONE GENERAL CHARITABLE PURPOSES 7500 BELMONT UNIVERSITY 1900 BELMONT BLVD NASHVILLE TN 37212 NONE GENERAL CHARITABLE PURPOSES 37 DEVELOPMENT OFFICE OF BELMONT 1900 BELMONT RD NASHVILLE TN 37212 NONE GENERAL CHARITABLE PURPOSES 1500 NASHVILLE GO RED FOR WOMEN 1818 PATTERSON ST NASHVILLE TN 37203 NONE GENERAL CHARITABLE PURPOSES 6000 CRYSTAL COAST TEEN CBS 790 STOUT ROAD COLORADO SPRINGS CO 80921 NONE GENERAL CHARITABLE PURPOSES 3000 YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 NONE GENERAL CHARITABLE PURPOSES 5750 GDS ANNUAL FUND 5401 LAWNDALE DRIVE GREENBORO NC 27455 NONE GENERAL CHARITABLE PURPOSES 3000 EPISCOPAL HIGH SCHOOL 1200 N QUAKER LANE GREENBORO NC 22302 NONE GENERAL CHARITABLE PURPOSES 2500 CANINE CELLMATES 901 RICE STREE NW ATLANTA GA 30318 NONE GENERAL CHARITABLE PURPOSES 10000 VES 400 VES ROAD LYNCHBURGH VA 24503 NONE GENERAL CHARITABLE PURPOSES 2000 PEACHTREE ROAD UMC 3180 PEACHTREE ROAD ATLANTA GA 30305 NONE GENERAL CHARITABLE PURPOSES 5000 SCAD DEVELOPMENT OFFICE PO BOX 77300 ATLANTA GA 30357 NONE GENERAL CHARITABLE PURPOSES 1500 SEQUOIA HUMANE SOCIETY 6073 LOMA AVE EUREKA CA 95503 NONE GENERAL CHARITABLE PURPOSES 1000 WOODWARD ACADEMY 1662 RUGBY AVE ATLANTA GA 30337 NONE GENERAL CHARITABLE PURPOSES 1500 112599 0 14 1186 14 114595 14 1 18 251982 FEDERAL TAX REFUND 01 13035 0 380799 0 380799 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM L BURNS JR 2451 CUMBERLAND PKWY SUITE 3611 ATLANTA GA 30339 490390 X CORPORATE BONDS 1063460 1025924 CORPORATE STOCKS 2108796 2563239 280106 279006 0 0 UNREALIZED GAINS/LOSSES 12022 ROYALTY INCOME 1 1 0 FEDERAL TAX REFUND 13035 13035 MANAGEMENT & ADVISORY FEES 15072 5275 9797 2012 EXTENSION PAYMENT 7400 0 0 FOREIGN TAXES 1634 1634 0