2024-10-31T13:30:47-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-01-01 920754987 LOOMIS FAMILY FOUNDATION INC LOOM 3363140385 5 LAKE FOREST COURT GREENSBORO NC 27408 JOSEPH BURNS DIRECTOR 3363140385 2024-10-31 1 1 BENJAMIN M HAKE CPA P01270403 9133382727 2024-10-31 2023 2024-10-15 13:58:12Z X 15326209 X 14004342 411430 393132 6805 301919 6805 14422577 399937 36000 0 36000 41409 41409 0 17323 13123 0 94732 54532 36000 688302 688302 783034 54532 724302 13639543 345405 222135 222135 0 22395 22993 0 8299358 15081004 0 77 77 0 8543965 15326209 0 0 X 0 0 0 0 0 8543965 0 8543965 0 8543965 0 13639543 5119 13644662 5100697 8543965 TD AMERITRADE P 2023-01-01 2023-12-31 88938 89806 -868 -868 TD AMERITRADE P 2023-01-01 2023-12-31 25061 7702 17359 17359 CHARLES SCHWAB P 2023-01-01 2023-12-31 187920 197606 -9686 -9686 6805 4801 0 4801 0 4801 4200 0 3100 0 7300 35 2464 2464 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 1 0 0 1 N/A JOSEPH BURNS 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2023-01-20 22395 22993 0 0 EXCHANGE TRADED FUNDS AT COST 4737384 6080471 STOCKS AT COST 3554470 8980893 REIT AT COST 7504 19640 DIVIDENDS RECEIVABLE 0 77 77 BOOK TO TAX DIFFERENCE ON CONTRIBUTIONS 5100697 NONDIVIDEND DISTRIBUTION ADJUSTMENT 5119 INVESTMENT MANAGEMENT FEES 41409 41409 0 LOOMIS FOUNDATION 5454 W 110TH STREET OVERLAND PARK KS 66211 FOREIGN TAXES 13123 13123 0 FEDERAL EXCISE TAX 4200 0 0