2016-05-12T09:35:18-05:00 2015-12-31 471019942 Creative Planning Tax LLC 3400 College Blvd Leawood KS 66211 990PF 2015-01-01 463894725 Rabe Family Foundation Inc RABE 9137541368 171 Old Farm Road Newton MA 02459 Art Rabe President 9137541368 2016-05-10 1 Benjamin M Hake CPA P01270403 9133382727 2015 2016-09-27 15:27:22Z X 553885 X 527529 13 13 4347 4347 115352 641877 115352 647241 119712 0 0 0 750 750 0 2587 2587 0 3535 177 0 6872 3514 0 151200 151200 158072 3514 151200 489169 116198 76845 37630 37630 121519 520768 516169 0 86 86 198364 558484 553885 0 0 X 0 0 0 0 198364 558484 198364 558484 198364 558484 198364 489169 0 687533 129049 558484 Altria Group Inc Com - 381 Shares D 2015-12-14 21656 18974 2682 2682 First Amern Finl Corp Com - 834 Shares D 2015-07-16 31567 24989 6578 6578 General Electric Co Com - 1233 Shares D 2015-03-09 2015-12-14 37054 31565 5489 5489 Ishares Core S&P Mid-Cap ETF - 864 Shares D 2014-10-10 2015-07-16 130957 112978 17979 17979 Ishares MSCI Emerging Markets - 454 Shares D 2015-01-20 2015-08-18 19173 21507 -2334 -2334 McDonalds Corp Com - 231 Shares D 2015-09-08 2015-12-14 26834 22247 4587 4587 Old Republic Intl Corp - 2167 Shares D 2015-04-10 2015-12-14 39646 32973 6673 6673 Paychex Inc Com - 78 Shares D 2015-01-07 2015-12-14 4108 3652 456 456 Reynolds American Inc Com - 224 Shares D 2015-07-16 17659 15100 2559 2559 Schwab SCH Us Reit ETF - 137 Shares D 2015-01-20 2015-05-08 5353 5796 -443 -443 Vanguard FTSE Developed Markets ETF - 49 Shares D 2014-05-19 2015-04-17 2007 2056 -49 -49 Vanguard FTSE Developed Markets ETF - 28 Shares D 2015-01-20 2015-05-29 1157 1067 90 90 Vanguard FTSE Developed Markets ETF- 853 Shares D 2015-01-20 2015-09-24 30130 32568 -2438 -2438 Vanguard Emerging Marktes ETF - 61 Shares D 2014-05-19 2015-02-20 2542 2601 -59 -59 Waste Management Inc Com - 24 Shares D 2015-01-07 2015-12-14 1238 1234 4 4 Altria Group Inc Com - 438 Shares D 2013-07-08 2015-01-05 21427 15786 5641 5641 Equity Residential Com - 248 Shares D 2014-02-10 2015-07-16 18597 14273 4324 4324 Eli Lilly & Co Com - 251 Shares D 2014-01-13 2015-07-16 21845 13141 8704 8704 Lockheed Martin Com - 144 Shares D 2013-07-08 2015-01-05 27666 15741 11925 11925 Lorillard Inc Csh&Stk $50.50/Sh - 346 Shares D 2013-07-08 2015-01-05 21643 15758 5885 5885 Microsoft Corp Com - 416 Shares D 2013-10-10 2015-01-05 19335 13939 5396 5396 New York Community Bancorp Com - 1033 Shares D 2013-07-18 2015-07-16 19124 15343 3781 3781 Paychex Inc Com - 657 Shares D 2014-07-28 2015-12-14 34602 27794 6808 6808 Pepco Holdings Inc - 852 Shares D 2014-02-10 2015-07-16 22945 16764 6181 6181 Reynolds American Inc Com - 315 Shares D 2013-07-08 2015-07-16 24833 15768 9065 9065 Vanguard FTSE Developed Markets - 47 Shares D 2015-05-29 2014-05-19 1943 1973 -30 -30 Waste Management Inc Com - 695 Shares D 2015-12-14 2014-07-07 35838 30938 4900 4900 Capital Gains Dividends P 998 998 998 115352 0 47675 114496 0.416390 0.416390 0.416390 328111 136622 1162 137784 151200 X 1162 0 1162 0 1162 1680 1680 518 518 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 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 217237 115871 0 333108 0 0 333108 4997 328111 16406 16406 1162 1162 15244 0 15244 0 15244 151200 0 151200 1162 150038 15244 0 0 43592 43592 151200 0 0 0 15244 135956 0 0 179548 0 0 0 0 0 0 0 179548 43592 135956 Art Rabe Paula Rabe X American Heart Association 300 5th Ave Waltham MA 01701 None PC General Charitable Donation 500 ASPCA Hospital 424 East 92nd St 1st Floor New York NY 10128 None PC General Charitable Donation 500 Best Friends Animal Society 5001 Angel Canyon Road Kanab UT 84741 None pC General Charitable Donation 500 Boston Medical Center One Boston Medical Center Place Boston MA 02118 None PC General Charitable Donation 1000 Cure SMA 925 Busse Road Elk Grove Village IL 60007 None PC General Charitable Donation 500 Dana Farber I Jimmy Fund 10 Brookline Place West 6th Floor Brookline MA 02445 None PC General Charitable Donation 2500 Doctors Without Borders 333 7th Avenue 2nd Floor New York NY 10001 None PC General Charitable Donation 3000 Earth Justice 50 California Street Ste 500 San Francisco CA 94111 None PC General Charitable Donation 1000 Epilepsy Foundation 540 Gallivan Blvd 200 Boston MA 02124 None PC General Charitable Donation 500 Greater Boston Food Bank 70 South Bay Avenue Boston MA 02118 None PC General Charitable Donation 500 Habitat For Humanity 824 Memorial Drive SE Atlanta GA 30316 None PC General Charitable Donation 500 Humane Society 87 Wharf St Weymouth MA 02189 None PC General Charitable Donation 1000 Lustgarten Foundation 1111 Stewart Ave Bethpage NY 11714 None pC General Charitable Donation 500 Mass Audubon 208 South Great Road Lincoln MA 01773 None PC General Charitable Donation 500 Mercy for Animals 8033 Sunset Blvd Ste 864 Los Angeles CA 90046 None PC General Charitable Donation 1000 Movember Foundation PO Box 1595 Culver City CA 90232 None PC General Charitable Donation 200 MSPCA 350 South Huntington Ave Boston MA 02130 None pc General Charitable Donation 500 Museum of Science 11 Science Park Boston MA 02114 None pc General Charitable Donation 500 Newton Free Library 330 Home St Newton MA 02459 None PC General Charitable Donation 250 Northeast Animal Shelter 347 Highland Avenue Salem MA 01970 None PC General Charitable Donation 500 Pine Street Inn 444 Harrison Avenue Boston MA 02118 None PC General Charitable Donation 500 Resilient Coders 50 Milk Street 17th Floor Boston MA 02109 None pc General Charitable Donation 1000 School on Wheels - Massachusetts 790 W Chestnut St Brockton MA 02301 None PC General Charitable Donation 250 St Judes 313 Washington St 310 Newton MA 02458 None PC General Charitable Donation 1000 The Chestnut Hill School 428 Hammond St Chestnut Hill MA 02467 None PC General Charitable Donation 125000 The Marfan Foundation 22 Manhasset Avenue Port Washington NY 11050 None pc General Charitable Donation 500 The Walker Home and School 1968 Central Ave Needham MA 02492 None PC General Charitable Donation 5000 Three Squares New England Ride For Food PO Box 1055 Dedham MA 02027 None PC General Charitable Donation 500 UNICEF 3 United Nations Plaza New York NY 10017 None PC General Charitable Donation 1000 The Cat Connection PO Box 541435 Waltham MA 02454 None pC General Charitable Donations 500 151200 0 14 13 14 4347 18 115352 0 119712 0 119712 0 0 0 0 0 0 0 0 0 0 X X 1 Art Paula Rabe 171 Old Farm Road Newton MA 02459 112977 X 2 Art Paula Rabe 171 Old Farm Road Newton MA 02459 21871 X 3 Art Paula Rabe 171 Old Farm Road Newton MA 02459 19049 X 4 Art Paula Rabe 171 Old Farm Road Newton MA 02459 108115 X 5 Art Paula Rabe 171 Old Farm Road Newton MA 02459 39501 X 6 Art Paula Rabe 171 Old Farm Road Newton MA 02459 18537 X 7 art Paula Rabe 171 Old Farm Road newton MA 02459 24989 X 8 art Paula Rabe 171 Old Farm Road Newton MA 02459 31565 X 9 art Paula Rabe 171 Old Farm Road newton MA 02459 22247 X 10 art Paula Rabe 171 Old Farm Road Newton MA 02459 32973 X 11 Art Paula Rabe 171 Old Farm Road newton MA 02459 38558 X 12 Art Paula Rabe 171 Old Farm Road nEWton MA 02459 18974 X 13 art Paula Rabe 171 Old Farm Road Newton MA 02459 37423 X 1 864 Shares of IJH 112977 2015-07-10 2 251 Shares of LLY 21871 2015-07-15 3 1033 Shares of NYCB 19049 2015-07-15 4 852 Shares of POM 108115 2015-07-15 5 539 Shares of RAI 39501 2015-07-15 6 248 Shares of EQR 18537 2015-07-15 7 834 Shares of FAF 24989 2015-07-15 8 1233 Shares of GE 31565 2015-12-10 9 231 Shares of MCD 22247 2015-12-10 10 2167 sHARES ori 32973 2015-12-10 11 735 sHARES OF payx 38558 2015-12-10 12 381 Shares of MO 18974 2015-12-10 13 719 Shares of WM 37423 2015-12-10 Accounting Fees 750 750 0 Vanguard FTSE Developed Markets 78607 79278 Vanguard Emerging Markets 72750 70948 Vanguard CRSP US Mid Cap Index 77838 78192 DFA Emerging Markets Small Cap 31751 26801 Altria Group Inc 0 0 Berkshire Hathaway Cl B 19932 21258 Lockheed Martin 0 0 Lorillard 0 0 Microsoft Corp 0 0 DFA INTL REAL ESTATE SEC PTF 11194 10766 DFA US MICRO CAP FD 25161 24555 DFA US SMALL CAP VALUE REPORT 25382 24630 ISHARES CORE S&P 500 ETF 84095 84406 ISHARES MSCI EAFE ETF 30146 31239 ISHARES MSCI EAFE SMALL-CAP ETF 27360 28172 SCHWAB SCH US REIT ETF 25460 25489 SELECT SECTOR SPDR TRUST ENERGY SELECT 11092 10435 Dividends Receivable 86 86 Unrealized Gain on Donated Securities 129049 Investment Management Fee 2587 2587 0 Foreign Taxes Paid 177 177 0 Federal Taxes 3358 0 0