2021-05-10T09:57:20-05:00 2020-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2020-01-01 463894725 RABE FAMILY FOUNDATION INC RABE 6179165585 171 OLD FARM ROAD NEWTON MA 02459 ART RABE PRESIDENT 6179165585 2021-05-05 1 ART RABE 999009999 BENJAMIN M HAKE CPA P01270403 9133382727 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 6374117 X 392962 8 8 92979 92979 -11290 2648873 0 474659 92987 0 0 0 860 0 860 40432 40432 0 9718 3753 0 250 0 250 51260 44185 1110 204324 204324 255584 44185 205434 219075 48802 55293 -23576 -23576 4517632 4787623 6397693 4572925 4764047 6374117 0 0 X 0 0 0 0 4572925 4764047 4572925 4764047 4572925 4764047 4572925 219075 0 4792000 27953 4764047 TD AMERITRADE ACCOUNT P 2020-12-31 339560 401585 -62025 -62025 TD AMERITRADE ACCOUNT P 2020-12-31 1488039 1708624 -220585 -220585 TD AMERITRADE ACCOUNT D 2020-12-31 276513 156511 120002 120002 TD AMERITRADE ACCOUNT D 2020-12-31 543968 393443 150525 150525 CAPITAL GAINS DIVIDENDS P 793 793 793 -11290 678 0 678 0 678 6440 0 0 0 6440 0 5762 5762 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 5202183 46594 0 5248777 0 0 5248777 78732 5170045 258502 258502 678 678 257824 0 257824 0 257824 205434 0 205434 0 205434 257824 198525 0 0 205434 198525 0 0 6909 0 0 0 0 0 0 0 0 250915 0 0 0 ART RABE PAULA RABE X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 PC GENERAL CHARITABLE CONTRIBUTION 12000 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 PC GENERAL CHARITABLE CONTRIBUTION 1000 AMERICAN HEART ASSOCIATION 300 5TH AVE WALTHAM MA 02451 PC GENERAL CHARITABLE CONTRIBUTION 1000 ANIMAL RESCUE LEAGUE OF BOSTON 10 CHANDLER ST BOSTON MA 02116 PC GENERAL CHARITABLE CONTRIBUTION 56000 ASPCA 424 E 92ND ST NEW YORK NY 10128 PC GENERAL CHARITABLE CONTRIBUTION 2300 BEAVER COUNTY DAY 791 HAMMOND ST CHESTNUT HILL MA 02467 PC GENERAL CHARITABLE CONTRIBUTION 25000 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 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 ELLEN M GIFFORD 30 UNDINE RD BRIGHTON MA 02135 PC GENERAL CHARITABLE CONTRIBUTION 250 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC 20009 PC GENERAL CHARITABLE CONTRIBUTION 2500 GBFR ORG 70 S BAY AVE BOSTON MA 02118 PC GENERAL CHARITABLE CONTRIBUTION 4568 HABITAT FOR HUMANITY 240 COMMERCIAL STREET BOSTON MA 02109 PC GENERAL CHARITABLE CONTRIBUTION 2000 HUMANE SOCIETY 505 CENTER BRIDGE RD LANCASTER MA 01523 PC GENERAL CHARITABLE CONTRIBUTION 2000 MAR FOUNDATION 22 MANHASSET AVENUE PORT WASHINGTON MA 02152 PC GENERAL CHARITABLE CONTRIBUTION 500 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 1000 MUSEUM OF SCIENCE 1 MUSEUM OF SCIENCE DRIVEWAY BOSTON MA 02114 PC GENERAL CHARITABLE CONTRIBUTION 8500 MY DOG EATS FIRST 1800 PORTLAND AVE LOUISVILLE KY 40212 PC GENERAL CHARITABLE CONTRIBUTION 1043 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 OLD FRIEND SENIOR DOG SANCTUARY 12110 LEBANON RD MT JULIET TN 37122 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 12750 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 3302 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 20000 THREE SQUARES NEW ENGLAND PO BOX 31 BELMONT MA 02478 PC GENERAL CHARITABLE CONTRIBUTION 516 UNICEF USA 3 UNITED NATIONS PLAZA NEW YORK NY 10017 PC GENERAL CHARITABLE CONTRIBUTION 11095 204324 0 14 8 14 92979 18 -11290 0 81697 0 81697 0 0 0 0 0 0 0 0 0 0 X X 1 ART & PAULA RABE 171 OLD FARM ROAD NEWTON MA 02459 392962 X X 1 827 SHARES OF CVS 47386 2020-07-16 1 2906 SHARES OF HPQ 39973 2020-07-16 1 450 SHARES OF KMB 64582 2020-07-16 1 461 SHARES OF PEP 61638 2020-07-16 1 409 SHARES OF PRU 23737 2020-07-16 1 658 SHARES OF QCOM 48604 2020-07-16 1 477 SHARES OF UPS 44196 2020-07-16 1 1121 SHARES OF VZ 61986 2020-07-16 TAX PREPARATION 860 0 860 ISHARES MSCI KLD 400 SOC IDX FD 142503 250390 ISHARES MSCI USA ESG SELECT ETF 139459 254431 ISHARES CORE US AGGBD ET ETF 251666 275028 VANGUARD INT-TERM CORP ETF 240432 264221 VANGUARD ESG INTL STK ETF 1118428 1270749 ISHARES INC ESG AWARE MSCI EM ETF 659354 1102899 ISHARES TRUST ESG 3 7 YR TREAAS BD ETF 2941 2926 ISHARES TRUST ESG AWARE MSCI USA SML CAP 690807 882226 VANGAURD ESG US STK ETF 1467009 2019773 VANGAURD TOTAL BND MRKKT ETF 75024 75050 UNREALIZED GAIN ON DONATED SECURITIES 27953 MA ANNUAL REPORT FEE 250 0 250 INVESTMENT MANAGEMENT FEE 40432 40432 0 FOREIGN TAXES PAID 3753 3753 0 FEDERAL TAXES 5965 0 0