BETA

LOOMIS FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LOOMIS FAMILY FOUNDATION INC (EIN 92-0754987)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-12
IRS object ID
202631329349104403
Schema version
2025v4.1
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)
Return2026-05-12T15:51:19-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Line15454 W 110TH STREETAddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN920754987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOOMIS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOOMBusinessNameControlTxt
Phone3363140385PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 LAKE FOREST COURTAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27408ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH BURNSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3363140385PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEMILY HANOVER CPAPreparerPersonNm
PTINP01919277PTIN
Phone9133382727PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,519,500FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$379,278ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$479,332DividendsRevAndExpnssAmt
Dividends Net Invst Incm$469,222DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$350,936NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$679,400GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$350,936CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,209,546TotalRevAndExpnssAmt
Total Net Invst Incm$820,158TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,000CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$65,963OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$65,963OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$21,021TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,172TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$135,184TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75,135TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$48,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$741,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$741,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$876,984TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75,135TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$790,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$332,562ExcessRevenueOverExpensesAmt
Net Investment Income$745,023NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$108,296SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$239,643SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$239,643SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$106,440USGovernmentObligationsBOYAmt
US Government Obligations EOY$174,551USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$177,272USGovtObligationsEOYFMVAmt
Other Investments BOY$8,216,571OtherInvestmentsBOYAmt
Other Investments EOY$8,224,504OtherInvestmentsEOYAmt
Other Investments EOYFMV$19,102,503OtherInvestmentsEOYFMVAmt
Other Assets BOY$96OtherAssetsBOYAmt
Other Assets EOY$82OtherAssetsEOYAmt
Other Assets EOYFMV$82OtherAssetsEOYFMVAmt
Total Assets BOY$8,431,403TotalAssetsBOYAmt
Total Assets EOY$8,638,780TotalAssetsEOYAmt
Total Assets EOYFMV$19,519,500TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,431,403RetainedEarningBOYAmt
Retained Earning EOY$8,638,780RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,431,403TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,638,780TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,431,403TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,638,780TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,431,403TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$332,562ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,763,965SubtotalAmt
Other Decreases$125,185OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,638,780TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCHARLES SCHWAB ACCOUNT #9527PropertyDesc
How AcquiredPHowAcquiredCd
Sold2025-12-31SoldDt
Gross Sales Price$679,400GrossSalesPriceAmt
Cost Or Other Basis$328,464CostOrOtherBasisAmt
Gain Or Loss$350,936GainOrLossAmt
Gains Minus Excess Or Losses$350,936GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$350,936CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,356InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,356SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,356TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,996TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOSEPH BURNSIndividualWithBooksNm
Phone3363140385PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15 LAKE FOREST COURTAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27408ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH BURNS
5 LAKE FOREST CTGREENSBORONC27408DIRECTOR10.00$45,000$0$0
MOLLY BURNS
5 LAKE FOREST CTGREENSBORONC27408DIRECTOR10.00$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$17,674,475AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,147AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,797,622TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,797,622AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$266,964CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,530,658NetVlNoncharitableAssetsAmt
Minimum Investment Return$876,533MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$876,533MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,356TaxBasedOnInvestmentIncomeAmt
Total Tax$10,356TotalTaxAmt
Distributable Before Adj$866,177DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$866,177DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$866,177DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$790,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$790,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$866,177DistributableAsAdjustedAmt
Undistributed Income PY$739,950UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$790,000QualifyingDistributionsAmt
Applied To Year1$739,950AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,050AppliedToCurrentYearAmt
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$816,127UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ASSOCIATION
1300 WILSON BLVD SUITE 600ARLINGTONVA22209PCGENERAL CHARITABLE PURPOSE$250
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601PCGENERAL CHARITABLE PURPOSE$8,000
BLUE RIDGE CONSERVANCY
416 AHO ROADBLOWING ROCKNC28605PCGENERAL CHARITABLE PURPOSE$40,000
COMMUNITY BIBLE
790 STOUT ROADCOLORADO SPRINGSCO80921PCGENERAL CHARITABLE PURPOSE$10,000
CROSSNORE COMMUNITIES FOR CHILDREN
PO BOX 249CROSSNORENC28616PCGENERAL CHARITABLE PURPOSE$20,000
CRU
100 LAKE HART DRIVEORLANDOFL32832PCGENERAL CHARITABLE PURPOSE$6,300
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVE SUITE 1100NBETHESDAMD20814PCGENERAL CHARITABLE PURPOSE$200
EAST COAST GREENWAY ALLIANCE
5826 FAYETTEVILLE ROAD SUITE 210DURHAMNC27713PCGENERAL CHARITABLE PURPOSE$12,500
EMI USA
7025 CAMPUS DRIVECOLORADO SPRINGSCO80920PCGENERAL CHARITABLE PURPOSE$5,000
EPISCOPAL HIGH SCHOOL
1200 NORTH QUAKER LANEALEXANDRIAVA22302PCGENERAL CHARITABLE PURPOSE$52,000
FAMILY SERVICE OF THE PIEDMONT
902 BONNER DRIVEJAMESTOWNNC27282PCGENERAL CHARITABLE PURPOSE$5,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129PCGENERAL CHARITABLE PURPOSE$10,000
GREENHILL CENTER FOR NC ART
200 N DAVIE STGREENSBORONC27401PCGENERAL CHARITABLE PURPOSE$20,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRGREENSBORONC27455PCGENERAL CHARITABLE PURPOSE$25,000
GREENSBORO HISTORY MUSEUM
130 SUMMIT AVEGREENSBORONC27401PCGENERAL CHARITABLE PURPOSE$7,500
GREENSBORO URBAN MINISTRY
305 W GATE CITY BLVDGREENSBORONC27406PCGENERAL CHARITABLE PURPOSE$12,000
HIGH MOUNTAIN INSTITUTE
531 COUNTY RD 5ALEADVILLECO80461PCGENERAL CHARITABLE PURPOSE$12,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242PCGENERAL CHARITABLE PURPOSE$6,500
HOPE ACADEMY
1403 W FLORIDA STGREENSBORONC27403PCGENERAL CHARITABLE PURPOSE$40,000
HOPE CLINIC
203 NORTH STREETBAYBORONC28515PCGENERAL CHARITABLE PURPOSE$600
K-LOVE
PO BOX 2098OMAHANE68103PCGENERAL CHARITABLE PURPOSE$20,000
NATIONAL MS SOCIETY
4601 CHARLOTTE PARK DR 130CHARLOTTENC28217PCGENERAL CHARITABLE PURPOSE$5,000
NAVY SEAL FOUNDATION
1619 D STREETVIRGINIA BEACHVA23459PCGENERAL CHARITABLE PURPOSE$5,000
NOLS
284 LINCOLN STREETLANDERWY82520PCGENERAL CHARITABLE PURPOSE$3,000
PIONEERS BLUE
10123 WILLI8AM CAREY DRORLANDOFL32832PCGENERAL CHARITABLE PURPOSE$1,200
RAILS TO TRAILS CONSERVANCY
2445 M STREET NW SUITE 650WASHINGTONDC20037PCGENERAL CHARITABLE PURPOSE$30,000
SALVATION ARMY
307 W GATE CITY BLVDGREENSBORONC27406PCGENERAL CHARITABLE PURPOSE$12,000
THE MUSIC ACADEMY OF NORTH CAROLINA
1327 BEAMAN PLACE SUITE 100GREENSBORONC27408PCGENERAL CHARITABLE PURPOSE$10,000
THE PREGNANCY NETWORK INC
625 FULTON STGREENSBORONC27401PCGENERAL CHARITABLE PURPOSE$2,500
THROUGH THE WORD
PO BOX 673HUNTINGTON BEACHCA92648PCGENERAL CHARITABLE PURPOSE$2,500
UNCG
1400 SPRING GARDEN STREETGREENSBORONC27412PCGENERAL CHARITABLE PURPOSE$25,000
VERSE BY VERSE MINISTRIES
PO BOX 702107SAN ANTONIOTX78270PCGENERAL CHARITABLE PURPOSE$2,500
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27109PCFOR THE WAKE FOREST UNIVERSITY ANNUAL FUND AND OTHER GENERAL CHARITABLE PURPOSES$73,000
WESTOVER CHURCH
505 MUIRS CHAPEL ROADGREENSBORONC27410PCGENERAL CHARITABLE PURPOSE$66,000
WILD AT HEART WILDLIFE SANCTUARY
106 CONLEY HILLS DRRICHLANDSNC28574PCGENERAL CHARITABLE PURPOSE$10,000
WORLD NEWS GROUP
PO BOX 20002ASHEVILLENC28802PCGENERAL CHARITABLE PURPOSE$25,000
APPALACHIAN STATE UNIVERSITY
287 RIVERS STBOONENC28608PCGENERAL CHARITABLE PURPOSE$1,500
BLOWING ROCK METHODIST CHURCH
1314 MAIN STBLOWING ROCKNC28605PCGENERAL CHARITABLE PURPOSE$7,750
BLOWING ROCK ART AND HISTORY MUSEUM
159 GINNY STEVENS LNBLOWING ROCKNC28605PCGENERAL CHARITABLE PURPOSE$1,500
CAROLINA PUBLIC HUMANITIES
1700 MLK JR BLVDCHAPEL HILLNC27514PCGENERAL CHARITABLE PURPOSE$2,000
FRIENDS OF THE ASHBROOK CENTER
401 COLLEGE AVENUEASHLANDOH44805PCGENERAL CHARITABLE PURPOSE$6,250
GRANDFATHER MOUNTAIN STEWARDSHIP FOUNDATION
2050 BLOWING ROCK HWYLINVILLENC28646PCGENERAL CHARITABLE PURPOSE$2,500
GREENSBORO BOUND
200 N DAVIE STGREENSBORONC27401PCGENERAL CHARITABLE PURPOSE$5,000
MISSION EMANUEL
1855 E MAIN ST STE 14 149SPARTANBURGSC29307PCGENERAL CHARITABLE PURPOSE$500
MENDED FLY FISHING
3400 LENOX COURTGREENSBORONC27408PCGENERAL CHARITABLE PURPOSE$5,000
YMCA OF GREENSBORO
620 GREEN VALLEY RD STE 210GREENSBORONC27408PCGENERAL CHARITABLE PURPOSE$12,000
YOUNGLIFE
2517 CLARK AVERALEIGHNC27607PCGENERAL CHARITABLE PURPOSE$37,000
COMMUNITY FOUNDATION OF GREATER GREENSBORO
301 N ELM ST STE 100GREENSBORONC27401PCGENERAL CHARITABLE PURPOSE$50,000
MICHAEL J FOX FOUNDATION
PO BOX 4777NEW YORKNY10163PCGENERAL CHARITABLE PURPOSE$250
UNCG LIBRARIES
101 S ELM ST PO BOX 26170GREENSBORONC27402PCGENERAL CHARITABLE PURPOSE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$741,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$479,332ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$350,936ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$830,268ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$830,268TotalIncomeProducingActyAmt

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 PersonJEB AND MOLLY BURNSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15 LAKE FOREST CTAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274083823ZIPCd
FieldValueIRS element (for citing)
Total Contributions$379,278TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property862 SHS YUMNoncashPropertyDesc
Fair Market Value$125,278FairMarketValueAmt
Received2025-07-21ReceivedDt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$174,551USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$177,272USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB ACCOUNT #9527 - EXCHANGE TRADED FUNDSAT COST$4,903,260$7,004,302
CHARLES SCHWAB ACCOUNT #9527 - EQUITIESAT COST$3,313,780$12,075,728
CHARLES SCHWAB ACCOUNT #9527 - REITAT COST$7,464$22,473

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$96BOYBookValueAmt
EOY Book Value$82EOYBookValueAmt
EOYFMV$82EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
COST BASIS ADJUSTMENT$19
UNREALIZED GAIN ON DONATION OF 862 YUM SHS$125,166

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSOFTWAREDesc
Revenue And Expenses Per Books$3,200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,200DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$65,963Amt
Net Investment Income$65,963NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOOMIS FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15454 W 110TH STREETAddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$9,172$9,172$0
FEDERAL EXCISE TAX$11,849$0$0

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