2024-09-09T12:12:00-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-01-01 516532325 THE FIELDS GALLEY PRIVATE FOUNDATION FIEL 6316646522 555 5TH AVENUE NE UNIT 1114 ST PETERSBURG FL 33701 NATE FIELDS TRUSTEE 6316646522 2024-08-27 1 0 KATIE STEVENS CPA P01879373 9133382727 2024-08-27 2023 2024-08-08 14:25:15Z X 9022249 X 14498 X 201 201 240096 240096 54658 4828847 54658 1005 0 310458 294955 50000 25000 25000 2310 0 2310 51104 30663 20442 2416 2416 0 5810 0 5810 111640 58079 53562 455375 455375 567015 58079 508937 -256557 236876 117724 52511 52511 678379 68211 68211 7848675 8099973 8901527 8644778 8220695 9022249 0 0 X 0 0 0 0 8644778 8220695 8644778 8220695 8644778 8220695 8644778 -256557 4288 8392509 171814 8220695 MERRILL - 13718 P 2023-12-31 1293730 1323263 -29533 -29533 MERRILL - 13718 P 2023-12-31 3530813 3450926 79887 79887 CAPITAL GAINS DIVIDENDS P 4304 4304 4304 54658 3293 0 3293 0 3293 5598 0 0 0 5598 0 2305 2305 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A NAT FIELDS 6316646522 555 5TH AVE NE STE 1114 ST PETERSBURG FL 33701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NAT FIELDS 555 5TH AVE NE STE 1114 ST PETERSBURG FL 33701 TRUSTEE 30.00 50000 0 0 SHARON HARTMAN 1081 ELIZABETH ST BALDWIN NY 11510 TRUSTEE 0.00 0 0 0 JAN BEAVES 4705 BRINKLEY LANE ATLANTA GA 30342 TRUSTEE 0.00 0 0 0 JARED ABRAMSON 5408 BEAU REVE PARK MARIETTA GA 30068 TRUSTEE 0.00 0 0 0 STUART DEAN HINDFORD GRANGE HINDFORD WHITTINGTON SHROPSHIRE UK SY11 4NR TRUSTEE 0.00 0 0 0 BENJAMIN CLARK 3707 PICKNEY ISLAND COURT JACKSONVILLE FL 32224 TRUSTEE 0.00 0 0 0 NAT FIELDS 555 5TH AVE NE STE 1114 ST PETERSBURG FL 33701 TRUSTEE 30.00 0 0 0 0 NONE 0 0 8296126 520087 0 8816213 0 0 8816213 132243 8683970 434199 434199 3293 3293 430906 0 430906 0 430906 508937 0 508937 430906 0 0 6378 150618 156996 508937 0 0 0 430906 78031 0 0 235027 0 0 0 0 0 0 0 235027 6378 150618 78031 X (WEDU) FLORIDA WEST COAST PUBLIC BROADCASTING 401 BROADWAY SUITE B LORAIN OH 44052 PC GENERAL PURPOSE 1000 A KIDS PLACE OF TAMPA BAY 1715 LITHIA PINECREST RD BRANDON FL 33511 PC GENERAL PURPOSE 5000 BIG CAT RESCUE 12802 EASY STREET TAMPA FL 33625 PC DONATIONS BEING USED TO BOTH MAINTAIN THE CARE OF THE BIG CATS ON THEIR RESERVE, THE BUILDING OF BIG CAT FACILITIES IN A RESERVE IN ARKANSAS & MOVING THE BIG CATS TO THE ARKANSAS FACILITY SO THAT BCR IN TAMPA CAN BE SHUT DOWN AND SOLD. 5000 BILL EDWARDS FOUNDATION 5959 CENTRAL AVE STE 201 SAINT PETERSBURG FL 337108502 PC GENERAL PURPOSE 3500 CARE GIFT PROCESSING 151 ELLIS STREET NE ATLANTA GA 30303 PC GENERALL PURPOSE 10000 CHARITY NAVIGATOR P O BOX 4009 HARLAN IA 51593 PC GENERAL PURPOSE 100 CHILDREN'S HEALTHCARE OF AMERICA 1575 NORTHEAST EXPRESSWAY ATLANTA GA 30329 PC GENERAL PURPOSE 2500 CLEVELAND CLINIC FLORIDA 2950 CLEVELAND CLINIC BLVD WESTON FL 33331 PC GENERAL PURPOSE 67045 COMMUNITY ASSISTANCE CENTER INC 18251 QUANTICO GATEWAY DR TRIANGLE VA 22172 PC GENERAL PURPOSE 5000 CREATIVE CLAY 10909 MEMORIAL HIGHWAY TAMPA FL 33615 PC GENERAL PURPOSE 1000 DAUGHTERS OF CHARITY INC 4330 OLIVE STREET ST LOUIS MO 63108 PC FOR CHARITIES RUN BY SISTER PASCAL IN VIETNAM 5000 FLORIDA AQUARIUM 701 CHANNELSIDE DR TAMPA FL 33602 PC AN AGREEMENT STATING THAT ALL FUNDS WILL BE USED FOR THEIR CORAL REEF NURSERY AND SEA TURTLE RESCUE FACILITIES 10000 FLORIDA ORCHESTRA 244 2ND AVENUE NORTH SUITE 420 ST PETERSBURG FL 33701 PC GENERAL PURPOSE 10000 GEORGE WEST MENTAL HEALTH FOUNDATIONSKYLAND TRAIN 1961 N DRUID HILLS RD NE BROOKHAVEN GA 30329 PC GENERAL PURPOSE 2500 GREENPEACE INC PO BOX 2030 TAMPA FL 33601 PC GENERAL PURPOSE 150 IMAGINE MUSEUM 1901 CENTRAL AVE ST PETERSBURG FL 33713 PC GENERAL PURPOSE 1000 JACKSON HEALTH FOUNDATION 1500 NW 12TH AVENUE SUITE 1117 MIAMI FL 33136 PC GENERAL PURPOSE 223483 LORAIN COUNTY FREE CLINIC 5040 OBERLIN AVE LORAIN OH 44053 PC GENERAL PURPOSE 5000 MAGEN DAVID ADOM FOUNDATION 20 W 36TH STREER SUITE 1100 NEW YORK NY 10018 PC GENERAL PURPOSE 13000 MOREAN ARTS CENTER 719 CENTRAL AVE ST PETERSBURG FL 33701 PC GENERAL PURPOSE 2000 MOUNT DESERT NURSING ASSOC PO BOX 379 DEVELOPMENT OFFICE NORTHEAST HARBOR MA 04662 PC GENERAL PURPOSE 1000 MUSEUM OF FINE ARTS OF ST PETERSBURG INC 255 BEACH DRIVE NE ST PETERSBURG FL 33701 PC GENERAL PURPOSE 5000 PET PAL ANIMAL SHELTER 405 22ND ST SOUTH SAINT PETERSBURG FL 33712 PC GENERAL PURPOSE 100 SAGLEY'S BAKER BULLY FARM 112 RIVERSBEND RD INDIAN MOUND TN 37079 PC GENERAL PURPOSE 5000 PALLADIUM AT ST PETE COLLEGE PO BOX 13489 ST PETERSBURG FL 33733 PC GENERAL PURPOSE 1500 ST PETE HISTORY MUSEUM 335 2ND AVENUE NE ST PETERSBURG FL 33701 PC GENERAL PURPOSE 500 ST PETERSBURG FREE CLINIC INC 863 3RD AVE N ST PETERSBURG FL 33701 PC GENERAL PURPOSE 5000 STEPHEN SILLER TUNNEL TO TOWERS 2361 HYLAN BOULEVARD STATIN ISLAND NY 10306 PC GENERAL PURPOSE 1000 SUNCOAST AGE ENLIGHTENMENT ASSOC 4925 S WEST SHORE BLVD TAMPA FL 33611 PC GENERAL PURPOSE 150 THE FLORIDA HOLOCAUST MUSEUM INC 55 FIFTH STREET SOUTH ST PETERSBURG FL 33701 PC GENERAL PURPOSE 2000 THE FRIENDS OF ACADIA 43 COTTAGE STREET P O BOX 45 BAL HARBOUR ME 04609 PC GENERAL PURPOSE 1000 UOM SYLVESTER COMP CANCER CTR P O BOX 016960 MIAMI FL 33101 PC THE DONATION IS IN AN ACCOUNT AT UOM. THE FOUNDATION IS CURRENTLY IN NEGOTIATIONS ON THE PROJECT AND DETAILS FOR WHAT THE FUNDS WILL BE USED FOR. ONCE FINALIZED, A NEW GRANT AGREEMENT WILL BE CREATED. THIS IS A MATCHING GRANT, UOM IS COMMITTED TO PROVIDE MATCHING FUNDS EQUAL TO THE FOUNDATION'S DONATION. 44697 VUMC DEVELOPMENT VANDERBUILT 525 ROYAL PARKWAY NASHVILLE TN 37229 PC GENERAL PURPOSE 1000 WESTERN RESERVIE HISTORICAL SOCIETY 10825 EAST BOULEVARD CLEVELAND OH 44106 PC GENERAL PURPOSE 2000 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 20090 PC GENERAL PURPOSE 150 WORLD CENTRAL KITCHEN 200 MASS AVE NW 7TH FLOOR WASHINGTON DC 20001 PC GENERAL PURPOSE 13000 455375 0 14 201 14 240096 18 54658 TAX REFUND 719 LEGAL SETTLEMENTS 286 1005 294955 0 295960 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2310 0 2310 MUTUAL FUNDS 13718 AT COST 8093285 8876980 EQUITY FUNDS 14186 AT COST 6688 21177 MUTUAL FUNDS 14186 AT COST 0 3370 DISBURSED IN 2022, CLEARED IN 2023 165466 ACCRUED INCOME 6348 MISC 791 0 791 TRAVEL EXPENSES 5019 0 5019 TAX REFUND 719 719 LEGAL SETTLEMENTS 286 286 DISBURSED IN 2023, CLEARED IN 2024 4144 BASIS ADJUSTMENT - NO TAX EFFECT 144 ACCOUNT MANAGEMENT FEES 51104 30663 20442 NAT G FIELDS TR UA III E FRANCES 555 5TH AVE NE STE 1114 ST PETERSBURG FL 337012672 FOREIGN TAXES 2416 2416 0