2026-04-14T09:56:54-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2025-01-01 416031373 WARD CREEK FOUNDATION WARD 4153233448 304 S JONES BOULEVARD 3202 LAS VEGAS NV 891072623 CRAIG FORMAN CHAIRMAN & CEO 4153233448 2026-04-14 1 EMILY HANOVER CPA P01919277 9133382727 2026-04-13 2025 2025-03-06 01:10:19Z X X 10777352 X X 243822 241122 843061 1875240 843061 1086883 1084183 0 0 0 2150 0 2150 53589 53589 0 7720 7720 0 8840 4940 0 7289 0 7289 49714 0 49714 29661 0 29016 158963 66249 88169 444262 444262 603225 66249 532431 483658 1017934 115400 234649 234649 2414636 2625878 2696040 3025141 3495530 7845974 0 689 689 5555177 6356746 10777352 3450 0 3450 0 X 5551727 6356746 5551727 6356746 5555177 6356746 5551727 483658 346929 6382314 25568 6356746 CHARLES SCHWAB P 2025-12-31 55926 58512 -2586 -2586 CHARLES SCHWAB P 2025-12-31 1769411 973667 795744 795744 UPDATA PARTNERS VII, LP P 2025-12-31 37100 37100 37100 CAPITAL GAINS DIVIDENDS P 12803 12803 12803 843061 14149 0 14149 0 14149 3053 0 0 0 3053 X 37 11133 0 0 0 0 0 0 0 0 0 0 1 1 CA MN 1 0 0 0 0 1 N/A THE FOUNDATION 4153233448 317 W PORTAL AVE UNIT 305 SAN FRANCISCO CA 94127 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CRAIG FORMAN 317 W PORTAL AVE UNIT 035 SAN FRANCISCO CA 94127 CHAIRMAN & CEO 10.00 0 0 0 KEVIN MCCLATCHY 317 W PORTAL AVE UNIT 035 SAN FRANCISCO CA 94127 MANAGING BOARD MEMBER 5.00 0 0 0 NONE 0 NONE 0 0 9861484 163694 187817 10212995 0 0 10212995 153195 10059800 502990 502990 14149 14149 488841 0 488841 0 488841 532431 0 532431 488841 425745 0 0 532431 425745 0 0 106686 0 0 0 0 0 0 0 0 382155 0 0 0 THE WARD CREEK FOUNDATION 317 W PORTAL AVE UNIT 035 SAN FRANCISCO CA 94127 4153233448 ENQUIRIES@WARDCREEKFOUNDATION.ORG GUIDELINES AVAILABLE UPON REQUEST. APPLICATIONS ARE AVAILABLE AT ANY TIME. THE WARD CREEK FOUNDATION SUPPORTS SCIENTIFIC, HEALTH, EDUCATION, PUBLIC-INFORMATION, JOURNALISTIC, CHARITABLE AND OTHER CIVIC INITIATIVES. QUESTIONS SHOULD BE SENT TO: ENQUIRIES@WARDCREEKFOUNDATION.ORG. PROPOSALS FOR GRANTS ARE BY INVITATION, AND WILL BE CONSIDERED SOLELY IF REQUESTED BY FOUNDATION STAFF. CENTER FOR CREATIVE CHANGE 4115 WISCONSIN AVE NW WASHINGTON DC 20016 PC GENERAL PURPOSE GRANT. 19865 CENTER FOR TECHNOLOGY & INNOVATION INC 321 WATER ST BINGHAMTON NY 13901 PC GENERAL PURPOSE GRANT. 49156 CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVE CLEVELAND OH 44195 PC GENERAL PURPOSE GRANT. 9630 COMMITTEE TO PROTECT JOURNALISTS PO BOX 2675 NEW YORK NY 10108 PC GENERAL PURPOSE GRANT. 9896 COMMON GOOD AI INC 223 BEDFORD AVE STE A 1002 BROOKLYN NY 11211 PC GENERAL PURPOSE GRANT. 30263 JAMES W FOLEY LEGACY FOUNDATION 200 MARCY ST STE 102 PORTSMOUTH NH 03801 PC GENERAL PURPOSE GRANT. 50066 JANNEY MONTGOMERY SCOTT EXTRA MILE EDUCATION FOUNDATION 603 STANWIX ST 348 PITTSBURGH PA 15222 PC GENERAL PURPOSE GRANT. 5109 JUPITER MEDICAL CENTER INC 1210 S OLD DIXIE HWY JUPITER FL 33458 PC GENERAL PURPOSE GRANT. 9941 NORTON MUSEUM OF ART 1450 S DIXIE HWY WEST PALM BEACH FL 33401 PC GENERAL PURPOSE GRANT. 5109 OVERSEAS PRESS CLUB FOUNDATION 40 WEST 45TH STREET NEW YORK NY 10036 PC GENERAL PURPOSE GRANT. 5109 REPORTERS COMMITTEE FOR FREEDOM 1156 15TH STREET NW WASHINGTON DC 20005 PC GENERAL PURPOSE GRANT. 10084 REPORTERS WITHOUT BORDERS INC PO BOX 34032 WASHINGTON DC 20043 PC GENERAL PURPOSE GRANT. 60326 SACRAMENTO LOAVES & FISHES 1351 N C STREET SACRAMENTO CA 95811 PC GENERAL PURPOSE GRANT. 5109 THE FOUNDATION FOR AIDS RESEARCH 120 WALL STREET 13TH FLOOR NEW YORK NY 10005 PC GENERAL PURPOSE GRANT. 104180 THE INT'L CENTER FOR JOURNALISTS INC 750 17TH ST NW 300 WASHINGTON DC 20006 PC GENERAL PURPOSE GRANT. 5000 THE KENNAN INSTITUTE 3143 O ST NW WASHINGTON DC 20007 PC GENERAL PURPOSE GRANT. 5000 THE LENFEST INSTITUTE FOR JOURNALISM 801 MARKET ST 300 PHILADELPHIA PA 19107 PC GENERAL PURPOSE GRANT. 10084 THE NATIONAL PRESS CLUB JOURNALISM INSTITUTE INC 529 14TH ST NW FLR 13 WASHINGTON DC 20045 PC GENERAL PURPOSE GRANT. 10000 UNIVERSITY OF CALIFORNIA SF FOUNDATION 220 MONTGOMERY ST SAN FRANCISCO CA 94143 PC GENERAL PURPOSE GRANT. 10084 UNIVERSITY OF SOUTHERN CALIFORNIA 777-785 W JEFFERSON BLVD LOS ANGELES CA 90007 PC GENERAL PURPOSE GRANT. 25142 VERGE CENTER FOR THE ARTS 625 S ST SACRAMENTO CA 95811 PC GENERAL PURPOSE GRANT. 5109 444262 0 14 243822 18 843061 0 1086883 0 1086883 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 2150 0 2150 FIXED INCOME 2625878 2696040 MUTUAL FUNDS AT COST 2430382 6623619 EXCHANGE TRADED FUNDS AT COST 918537 1005050 UPDATA PARTNERS VII, LP AT COST 134111 204805 WISDOM VENTURES FUND II, LP AT COST 12500 12500 DIVIDENDS RECEIVABLE 0 8 8 CREDIT CARD OVERPAID BALANCE 0 681 681 PRIOR YEAR UPDATA PARTNERS VII, LP CONTRIBUTION REVERSED 25568 SOFTWARE/ ONLINE SERVICES 15220 0 15220 SUBSCRIPTIONS 7280 0 7280 BUSINESS EXPENSES - OFFICE, SUPPLIES, ETC. 6416 0 6416 CREDIT CARD FEE 645 0 0 CALIFORNIA REGISTRY OF CHARITABLE TRUSTS 100 0 100 UNREALIZED GAIN ON DONATED SECURITIES 346929 CREDIT CARD BALANCE 3450 0 INVESTMENT MANAGEMENT FEES & UPDATA FEES 53589 53589 0 FOREIGN TAXES 4940 4940 0 FEDERAL TAXES 3900 0 0