2022-04-28T14:09:54-05:00 2021-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2021-01-01 463894725 RABE FAMILY FOUNDATION INC RABE 6179165585 171 OLD FARM ROAD NEWTON MA 02459 ART RABE PRESIDENT 6179165585 2022-04-27 1 ART RABE 999009999 BENJAMIN M HAKE CPA P01270403 9133382727 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 6616780 X 880 X 5 5 115320 115320 305547 1078334 305547 421752 420872 0 0 0 880 0 880 52227 52227 0 5384 5384 0 125 0 125 58616 57611 1005 562978 562978 621594 57611 563983 -199842 363261 -23576 23739 23739 4787623 4540466 6593041 4764047 4564205 6616780 0 0 X 0 0 0 0 4764047 4564205 4764047 4564205 4764047 4564205 4764047 -199842 0 4564205 0 4564205 TD AMERITRADE ACCOUNT P 2021-12-31 454745 356520 98225 98225 TD AMERITRADE ACCOUNT P 2021-12-31 621114 416267 204847 204847 CAPITAL GAINS DIVIDENDS P 2475 2475 2475 305547 5049 0 5049 0 5049 5762 0 0 0 5762 0 713 713 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ART RABE 6179165585 171 OLD FARM ROAD NEWTON MA 02459 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ART RABE 171 OLD FARM ROAD NEWTON MA 02459 PRESIDENT & SECRETARY 1.00 0 0 0 PAULA RABE 171 OLD FARM ROAD NEWTON MA 02459 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 6651350 45474 0 6696824 0 0 6696824 100452 6596372 329819 329819 5049 5049 324770 0 324770 0 324770 563983 0 563983 324770 250915 0 0 563983 250915 0 0 313068 0 0 0 0 0 0 0 0 11702 0 0 0 ART RABE PAULA RABE X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 PC GENERAL CHARITABLE CONTRIBUTION 11000 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 PC GENERAL CHARITABLE CONTRIBUTION 1000 ANIMAL RESCUE LEAGUE OF BOSTON 10 CHANDLER ST BOSTON MA 02116 PC GENERAL CHARITABLE CONTRIBUTION 450000 ASPCA 424 E 92ND ST NEW YORK NY 10128 PC GENERAL CHARITABLE CONTRIBUTION 2300 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB UT 84741 PC GENERAL CHARITABLE CONTRIBUTION 2500 BOSTON MEDICAL CENTER ONE BOSTON MEDICAL CENTER PL BOSTON MA 02118 PC GENERAL CHARITABLE CONTRIBUTION 2500 CARE 151 ELLIS STREET NE ATLANTA GA 30303 PC GENERAL CHARITABLE CONTRIBUTION 2500 CENTRE STREET FOOD PANTRY 11 HOMER ST NEWTON CENTRE MA 02459 PC GENERAL CHARITABLE CONTRIBUTION 1000 CHESTNUT HILL SCHOOL 428 HAMMOND ST CHESTNUT HILL MA 02467 PC GENERAL CHARITABLE CONTRIBUTION 2500 CURE SMA 925 BUSSE ROAD ELK GROVE VILLAGE IL 60007 PC GENERAL CHARITABLE CONTRIBUTION 500 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02115 PC GENERAL CHARITABLE CONTRIBUTION 10000 DOCTORS WO BORDERS 40 RECTOR ST 16TH FL NEW YORK NY 10006 PC GENERAL CHARITABLE CONTRIBUTION 2500 EARTH JUSTICE 50 CALIFORNIA ST STE 500 SAN FRANCISCO CA 94111 PC GENERAL CHARITABLE CONTRIBUTION 2500 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC 20009 PC GENERAL CHARITABLE CONTRIBUTION 2500 FAMILY REACH FOUNDATION 142 BERKELEY STREET 3RD FLOOR BOSTON MA 02116 PC GENERAL CHARITABLE CONTRIBUTION 2000 GBFR ORG 70 S BAY AVE BOSTON MA 02118 PC GENERAL CHARITABLE CONTRIBUTION 5000 GIFFORD CAT SHELTER 30 UNDINE RD BRIGHTON MA 02135 PC GENERAL CHARITABLE CONTRIBUTION 269 HABITAT FOR HUMANITY 240 COMMERCIAL STREET BOSTON MA 02109 PC GENERAL CHARITABLE CONTRIBUTION 2000 HIRSHBERG FOUNDATION 2990 S SEPULVEDA BLVD 300C LOS ANGELES CA 90064 PC GENERAL CHARITABLE CONTRIBUTION 500 HOLE IN THE WALL GANG 555 LONG WHARF DRIVE NEW HAVEN CT CT 06511 PC GENERAL CHARITABLE CONTRIBUTION 263 HUMANE SOCIETY 505 CENTER BRIDGE RD LANCASTER MA 01523 PC GENERAL CHARITABLE CONTRIBUTION 2500 MAR FOUNDATION 22 MANHASSET AVENUE PORT WASHINGTON MA 02152 PC GENERAL CHARITABLE CONTRIBUTION 1042 MERCY FOR ANIMALS 8033 SUNSET BLVD STE 864 LOS ANGELES CA 90046 PC GENERAL CHARITABLE CONTRIBUTION 1500 MSPCA 350 S HUNTINGTON AVE JAMAICA PLAIN MA 02130 PC GENERAL CHARITABLE CONTRIBUTION 1500 MUSEUM OF SCIENCE 1 MUSEUM OF SCIENCE DRIVEWAY BOSTON MA 02114 PC GENERAL CHARITABLE CONTRIBUTION 6000 NEWTON FOOD PANTRY 1000 COMMONWEALTH AVE NEWTON MA 02459 PC GENERAL CHARITABLE CONTRIBUTION 2000 NORTHERN ANIMAL SHELTER 347 HIGHLAND AVE SALEM MA 01970 PC GENERAL CHARITABLE CONTRIBUTION 1000 OXFAM AMERICA 226 CAUSEWAY ST BOSTON MA 02114 PC GENERAL CHARITABLE CONTRIBUTION 1000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 PC GENERAL CHARITABLE CONTRIBUTION 1000 PLANNED PARENTHOOD 1055 COMMONWEALTH AVE BOSTON MA 02215 PC GENERAL CHARITABLE CONTRIBUTION 12500 RESILIENT CODERS 1 BROADWAY FLOOR 3 CAMBRIDGE MA 02142 PC GENERAL CHARITABLE CONTRIBUTION 1000 RODMAN RIDE FOR KIDS 10 LINCOLN RD 208 FOXBOROUGH MA 02035 PC GENERAL CHARITABLE CONTRIBUTION 500 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 PC GENERAL CHARITABLE CONTRIBUTION 2000 SAMARITANS 41 WEST ST BOSTON MA 02111 PC GENERAL CHARITABLE CONTRIBUTION 3104 SCHOOLS ON WHEELS 100 LAUREL ST 121 EAST BRIGEWATER MA 02333 PC GENERAL CHARITABLE CONTRIBUTION 500 ST JUDE'S 4TH AVE BURLINGTON MA 01803 PC GENERAL CHARITABLE CONTRIBUTION 2000 THE WALKER HOME & SCHOOL 1968 CENTRAL AVE NEEDHAM MA 02492 PC GENERAL CHARITABLE CONTRIBUTION 10000 UNICEF USA 3 UNITED NATIONS PLAZA NEW YORK NY 10017 PC GENERAL CHARITABLE CONTRIBUTION 10500 562978 0 14 5 14 115320 18 305547 0 420872 0 420872 0 0 0 0 0 0 0 0 0 0 X 1 ART & PAULA RABE 171 OLD FARM ROAD NEWTON MA 02459 880 X TAX PREPARATION 880 0 880 ISHARES MSCI KLD 400 SOC IDX FD 29044 68296 ISHARES MSCI USA ESG SELECT ETF 139459 328313 ISHARES CORE US AGGBD ET ETF 151200 161195 VANGUARD INT-TERM CORP ETF 212166 223923 VANGUARD ESG INTL STK ETF 1154590 1365494 ISHARES INC ESG AWARE MSCI EM ETF 553214 869253 ISHARES TRUST ESG AWARE MSCI USA SML CAP 586329 893693 VANGAURD ESG US STK ETF 1161241 2135200 VANGAURD TOTAL BND MRKKT ETF 245302 241283 ISHARES TRUST ESG AWARE USD CORPORATE BON 204978 205357 VANGUARD INTER TERM TREAS ETF 102943 101034 MA ANNUAL REPORT FEE 125 0 125 INVESTMENT MANAGEMENT FEE 52227 52227 0 FOREIGN TAXES PAID 5384 5384 0