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Nonprofit · EIN 92-0754874

LOOMIS CHARITABLE FOUNDATION INC

Tax-exempt · ATLANTA, GA 30327

Financials

$14.4M$804K2023$511K$762K2024$955K$825K2025
Revenue Expenses · by fiscal year end
Financials of LOOMIS CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$955,244$825,249$129,995$8,126,844$0$8,126,844
December 31, 2024990-PF$510,814$762,496-$251,682$8,245,490$0$8,245,490
December 31, 2023990-PF$14,402,672$803,629$13,599,043$8,500,552$0$8,500,552
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$377,452
Dividends
$481,111
Net gain from sales of assets
$96,681

Expenses

Grants and similar amounts paid
$667,750
Compensation of officers, directors and key employees
$44,000
Disbursements for charitable purposes
$742,838
Excise tax on investment income
$6,847

Balance sheet and other

Total assets, start of year
$8,245,490
Total assets, end of year
$8,126,844
Total liabilities, end of year
$0
Net assets, end of year
$8,126,844
Fair market value of assets
$19,435,770
Qualifying distributions
$742,838
Net investment income
$567,682

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM BURNS III
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
CHAIRMAN, PRESIDENT & SECRETARY3$28,000
JACKSON BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER1$8,000
SALLY BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER4$8,000
KAREN BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
VICE PRESIDENT & TREASURER5$0
WILLIAM BURNS IV
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER4$0
MELODY ZABLOI BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER1$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
WILLIAM BURNS III
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
CHAIRMAN, PRESIDENT & SECRETARY3$60,000
KAREN BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
VICE PRESIDENT & TREASURER5$0
WILLIAM BURNS IV
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER4$0
JACKSON BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER1$0
SALLY BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER4$0
MELODY ZABLOI BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
WILLIAM BURNS III
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
CHAIRMAN, PRESIDENT & SECRETARY3$36,000
KAREN BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
VICE PRESIDENT & TREASURER5$0
WILLIAM BURNS IV
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER4$0
JACKSON BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER1$0
SALLY BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER4$0
MELODY ZABLOI BURNS
1331 TWELVE OAKS CIRCLE NW, ATLANTA, GA 30327
ASSOCIATE BOARD MEMBER1$0

Address and contacts

Address (IRS master file)
1331 TWELVE OAKS CIR NW, ATLANTA, GA 30327-1862
Signed the 990-PF
WILLIAM BURNS III, DIRECTOR
Phone
(404) 210-6070
Return prepared by
CREATIVE PLANNING TAX LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
92-0754874
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,126,844
Income (IRS master file)
$1,403,125

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$955,244$825,249$8,126,844XML
990-PFDecember 2024$510,814$762,496$8,245,490IRS
990-PFDecember 2023$14,402,672$803,629$8,500,552XML
990-PFDecember 2022–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 92-0754874).

Questions about LOOMIS CHARITABLE FOUNDATION INC

What is the EIN of LOOMIS CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of LOOMIS CHARITABLE FOUNDATION INC is 92-0754874.
Is LOOMIS CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to LOOMIS CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LOOMIS CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LOOMIS CHARITABLE FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOOMIS CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LOOMIS CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 6 people; 3 received compensation from the organization, the highest $28,000 (WILLIAM BURNS III, CHAIRMAN, PRESIDENT & SECRETARY).
How much revenue does LOOMIS CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $955,244, expenses of $825,249 and total assets of $8,126,844 at year end.

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