2023-05-16T10:42:32-05:00 2022-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2022-01-01 593325134 THE CALVIN AND MARISA ALLEN FOUNDATION CALV 4042669448 1550 BROOKHAVEN HILL ATLANTA GA 30319 CALVIN R ALLEN JR TREASURER 4042669448 2023-05-11 1 CALVIN ALLEN JR 999009999 1 KATIE STEVENS CPA P01879373 9133382727 2023-05-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 9201756 X X 201969 201969 111429 1545299 111429 533 0 313931 313398 69000 34500 34500 4510 0 4510 1570 785 785 17485 17485 0 73278 68506 4772 165843 121276 44567 605200 605200 771043 121276 649767 -457112 192122 104948 170015 170015 7822865 7300528 9031741 7927813 7470543 9201756 0 0 X 0 0 0 0 7927813 7470543 7927813 7470543 7927813 7470543 7927813 -457112 0 7470701 158 7470543 CHARLES SCHWAB - 6515 P 256022 271917 -15895 -15895 CHARLES SCHWAB - 6515 P 1173797 1161953 11844 11844 CAPITAL GAINS DIVIDENDS P 115480 115480 115480 111429 2670 0 2670 0 2670 10120 0 0 0 10120 0 7450 7450 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 0 N/A CALIVIN R ALLEN JR 4042669448 1550 BROOKHAVEN HILL ATLANTA GA 30319 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CALVIN ALLEN JR 1550 BROOKHAVEN HILL NE ATLANTA GA 30319 TREASURER 7.00 36000 0 0 CAORL ALLEN 1550 BROOKHAVEN HILL NE ATLANTA GA 30319 DIRECTOR 0.01 0 0 0 ANNE CHEATHAM 14044 HORSE CREEK TRAIL VALLEY CENTER CA 92082 PRESIDENT 10.00 33000 0 0 ELIZABETH CHEATHAM MCNAIRY 14044 HORSE CREEK TRAIL VALLEY CENTER CA 92082 DIRECTOR 0.01 0 0 0 NONE 0 CREATIVE PLANNING 3630 PEACHTREE RD SUITE 300 ATLANTA GA 30326 INVESTMENT ADVISOR 61933 0 0 9737150 45337 0 9782487 0 0 9782487 146737 9635750 481788 481788 2670 2670 479118 0 479118 0 479118 649767 0 649767 479118 0 0 54045 165447 282039 174232 163898 839661 649767 0 0 0 479118 170649 0 0 1010310 0 0 0 0 0 0 54045 956265 165447 282039 174232 163898 170649 X AMERICAN LEGION POST 29 (VETERAN'S MEMORIAL 5K) 921 GRESHAM AVENUE NE MARIETTA GA 30060 PC TO SUPPORT THE VISION OF HONORING THE LEGACY OF TIME, HONOR, AND VALUES 20000 ANGELS AMONG US PET RESCUE INC PO BOX 821 ALPHARETTA GA 30009 PC ANIMAL PROTECTION AND RESCUE 5000 ATLANTA HUMANE SOCIETY 981 HOWELL MILL ROAD ATLANTA GA 30318 PC ANIMAL PROTECTION AND RESCUE 25000 ATLANTA SYMPHONY ORCHESTRA 1280 PEACHTREE STREET NE ATLANTA GA 30309 PC TO SUPPORT CREATING A COMMUNITY IN CONCERT 10000 BOSLEY'S PLACE PUPPY ORPHANAGE 3485 S COBB DRIVE SE SMYRNA GA 30080 PC ANIMAL PROTECTION AND RESCUE 5000 CHI PHI EDUCATIONAL TRUST 1160 SATELLITE BLVD NW SUWANEE GA 30024 PC THE VIC PRYLES MEMORIAL SCHOLARSHIP AND ETA CHAPTER 67200 EMORY & HENRY COLLEGE PO BOX 950 EMORY VA 24327 PC HORSE RETIREMENT FUND 25000 HUMANE SOCIETY OF BLUE RIDGE 171 MINERAL SPRINGS ROAD BLUE RIDGE GA 30513 PC FUTURE EXPANSION FUND 10000 JOHN CHEATHAM MEDICAL FOUNDATION 148 HARRINGTON STREET JESUP GA 31546 PC GENERAL CHARITABLE PURPOSES 40000 PAWS FOR PURPLE HEARTS 7404 COMMERCE WAY UNIT D RUTHER GLEN VA 22546 PC GENERAL CHARITABLE PURPOSES 8000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC TO SUPPORT NATURAL DISASTER RELIEF 20000 SHRINERS HOSPITAL FOR CHILDREN 400 PONCE DE LEON AVENUE NE ATLANTA GA 30308 PC TO PROVIDE QUALITY CARE TO CHILDREN WITH SPECIAL HEALTHCARE NEEDS 75000 SPIRITUAL STUDIES INSTITUTECHURCH OF SPIRITUAL STUDIES 29757 ANTHONY ROAD VALLEY CENTER CA 92082 PC TO SUPPORT CREATING A LEARNING ENVIRONMENT, WHICH OFFERS NUMEROUS OPPORTUNITIES TO UNLOCK HEALING 230000 STEPHEN SILLER TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC TO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER 10000 THE GIVING KITCHEN INITIATIVE 513 EDGEWOOD AVENUE SE SUITE 100 ATLANTA GA 30312 PC TO SUPPORT SERVICE WORKERS 5000 WOODWARD ACADEMY 1662 RUDGBY AVENUE COLLEGE PARK GA 30337 PC TO SUPPORT THE MISSION OF THE ACADEMY - COMBINING THE PROUD TRADITIONS OF ATLANTA'S OLDEST 30000 ALASKA RAPTOR CENTER 1000 RAPTOR WAY SITKA AK 99835 PC GENERAL CHARITABLE PURPOSES 5000 ALL HANDS AND HEARTS 6 COUNTY ROAD SUITE 6 MATTAPOISETT MA 02739 PC GENERAL CHARITABLE PURPOSES 5000 ARTHROGRYPOSIS MULTIPLEX CONGENITA SUPPORT INC PO BOX 6291 SPARTANBURG SC 29304 PC GENERAL CHARITABLE PURPOSES 5000 ATLANTA CLASSICAL ACADEMY (NORTHSIDE EDUCATION INC) 3260 NORTHSIDE DR NW ATLANTA GA 30305 PC GENERAL CHARITABLE PURPOSES 5000 605200 0 14 201969 14 533 03 111429 0 313931 0 313931 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1570 785 785 DFA INTL CORE EQUITY PRT INSTL AT COST 1494014 1904626 DFA US CORE EQTY 2 PORT INSTL AT COST 2067864 3372082 DFA INVESTMENT GRADE PORT INSTL AT COST 491779 448811 VANGUARD SHORT TERM BOND INDEX FUND ADMIRAL SHRS AT COST 1010782 953914 DFA EMERGING MKTS VALUE PORT INSTL AT COST 174963 224498 DFA GLOBAL REAL ESTATE SECURITIES PORT AT COST 228252 247971 DFA EMERGING MKTS CORE EQTY PORT INSTL AT COST 279399 337079 DFA US CORE EQTY 1 PRT AT COST 172684 259726 VANGUARD REAL ESTATE AT COST 61223 48251 SPDR PORTFOLIO S&P 400 MID CAP AT COST 30091 26733 VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF AT COST 236077 197030 VANGUARD INTERMEDIATE TERM TREASURY ETF AT COST 173927 154972 ISHARES CORE MSCI EMERGING MARKETS AT COST 32974 26292 ISHARES CORE US AGGREGATE BOND ETF AT COST 601263 610843 VANGUARD TOTAL STOCK MARKET AT COST 245236 218913 PROFESSIONAL FEES 4510 0 4510 VNQ 2021 NONDIVIDEND DISTRIBUTION ADJUSTMENT 158 MANAGEMENT FEES 61933 61933 0 FOREIGN TAXES PAID 6573 6573 0 TRAVEL & MEETINGS 4772 0 4772 NONDIVIDEND DISTRIBUTION 533 0 533 PY BALANCE DUE 7365 7365 0 ESTIMATED TAX PAYMENT 10120 10120 0