2025-05-09T09:11:45-05:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2024-01-01 593325134 THE CALVIN AND MARISA ALLEN FOUNDATION CALV 4042669448 1550 BROOKHAVEN HILL ATLANTA GA 30319 CALVIN R ALLEN JR TREASURER 4042669448 2025-05-08 1 1 KATIE STEVENS CPA P01879373 9133382727 2025-05-08 2024 2025-03-06 01:10:19Z X 10102718 X X 271509 271509 174704 690972 174704 446213 446213 72000 36000 36000 4840 0 4840 1870 0 1870 71445 68657 2788 150155 104657 45498 610200 610200 760355 104657 655698 -314142 341556 675422 598241 598241 6298918 6061925 9504477 6974340 6660166 10102718 0 0 X 0 0 0 0 6974340 6660166 6974340 6660166 6974340 6660166 6974340 -314142 0 6660198 32 6660166 CHARLES SCHWAB - 6515 P 199990 178367 21623 21623 CHARLES SCHWAB - 6515 P 490982 337901 153081 153081 174704 4748 0 4748 0 4748 5121 0 0 0 5121 0 373 373 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 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 CAROL 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 36000 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 62299 0 0 9444551 572543 0 10017094 0 0 10017094 150256 9866838 493342 493342 4748 4748 488594 0 488594 0 488594 655698 0 655698 488594 0 0 282039 174232 163898 170649 207444 998262 655698 0 0 0 488594 167104 0 0 1165366 0 0 0 0 0 0 282039 883327 174232 163898 170649 207444 167104 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 25000 ANGELS AMONG US PET RESCUE INC PO BOX 821 ALPHARETTA GA 30009 PC ANIMAL PROTECTION AND RESCUE 5000 ARTHROGRYPOSIS MULTIPLEX CONGENITA SUPPORT INC PO BOX 6291 SPARTANBURG SC 29304 PC GENERAL CHARITABLE PURPOSES 5000 ATLANTA HUMANE SOCIETY 981 HOWELL MILL ROAD ATLANTA GA 30318 PC HAVE A HEART FUND 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 5000 JOHN CHEATHAM MEDICAL FOUNDATION 148 HARRINGTON STREET JESUP GA 31546 PC GENERAL CHARITABLE PURPOSES 25000 PAWS FOR PURPLE HEARTS 7404 COMMERCE WAY UNIT D RUTHER GLEN VA 22546 PC FOR RAISING & TRAINING 2 SERVICE DOGS. 8000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC TO SUPPORT NATURAL DISASTER RELIEF 50000 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 150000 STEPHEN SILLER TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC TO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER 10000 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 ATLANTA MISSION 2353 BOLTON ROAD NW ATLANTA GA 30318 PC GENERAL CHARITABLE PURPOSES 10000 COASTAL GERMAN SHEPHERD RESCUE OF SOUTHERN CALIFORNIA 23615 EL TORO RD STE X 276 LAKE FOREST CA 92630 PC GENERAL CHARITABLE PURPOSES 15000 INTROSHIPS PROGRAM 1400 PIEDMONT AVE NE UNIT 3 ATLANTA GA 30309 PC GENERAL CHARITABLE PURPOSES 20000 NATIONAL INFANTRY MUSEUM FOUNDATION 1775 LEGACY WAY COLUMBUS GA 31903 PC GENERAL CHARITABLE PURPOSES 10000 THE MARLEY PROJECT INC PO BOX 1464 CAMDEN SC 29021 PC GENERAL CHARITABLE PURPOSES 15000 THE SEED HOUSE 138 N BRAND BLVD SUITE 200 UNIT 207 GLENDALE CA 91203 PC GENERAL CHARITABLE PURPOSES 20000 610200 0 14 271509 03 174704 0 446213 0 446213 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1870 0 1870 DFA INTL CORE EQUITY PRT INSTL AT COST 1225296 1784464 DFA US CORE EQTY 2 PORT INSTL AT COST 2037142 4724106 DFA INVESTMENT GRADE PORT INSTL AT COST 491779 454813 DFA EMERGING MKTS VALUE PORT INSTL AT COST 147391 213859 DFA GLOBAL REAL ESTATE SECURITIES PORT AT COST 247150 276569 DFA EMERGING MKTS CORE EQTY PORT INSTL AT COST 259953 364061 SPDR PORTFOLIO S&P 400 MID CAP AT COST 30091 34400 ISHARES 3-7 YEAR TREASURY BOND ETF AT COST 235457 236646 ISHARES CORE S&P TOTAL US STOCK MARKET AT COST 23782 33184 SPDR EMERGING MARKETS ETF AT COST 26793 30734 SPDR PORTFOLIO INTERM TERM CORP BD ETF AT COST 235701 240327 SPDR PORTFOLIO SHORT TERM CAP BD ETF AT COST 231217 235237 SPDR REAL ESTATE SELECT SECTOR ETF AT COST 52612 53318 US TREASURY NOTE 4.75%, 7/31/2025 AT COST 259304 260691 VANGUARD TOTAL BOND MARKET INDEX FUND ETF AT COST 285695 282247 US TREASURY BILL 0.00%, 7/10/2025 AT COST 272562 279821 PROFESSIONAL FEES 4840 0 4840 BASIS ADJUSTMENT - NO TAX EFFECT 32 MANAGEMENT FEES 62299 62299 0 FOREIGN TAXES PAID 6358 6358 0 TRAVEL & MEETINGS 2779 0 2779 CHECK FEES 9 0 9