2026-05-08T13:26:03-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2025-01-01 593325134 THE CALVIN AND MARISA ALLEN FOUNDATION CALV 4042669448 1550 BROOKHAVEN HILL ATLANTA GA 30319 CALVIN R ALLEN JR TREASURER 4042669448 2026-05-07 1 KATIE STEVENS CPA P01879373 9133382727 2026-05-07 2025 2025-03-06 01:10:19Z X 13473929 X 2413183 324688 324688 333354 1009928 333354 3071225 658042 72000 36000 36000 5845 0 5845 2020 0 2020 4387 0 0 82789 77570 5219 167041 113570 49084 740034 740034 907075 113570 789118 2164150 544472 598241 1666810 1666810 6061925 6136708 11807119 6660166 7803518 13473929 0 0 X 0 0 0 0 6660166 7803518 6660166 7803518 6660166 7803518 6660166 2164150 0 8824316 1020798 7803518 CHARLES SCHWAB - 6515 P 1009928 676574 333354 333354 333354 7568 0 7568 0 7568 4760 0 0 0 4760 0 2808 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 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 69208 0 0 10449083 1205794 0 11654877 0 0 11654877 174823 11480054 574003 574003 7568 7568 566435 0 566435 0 566435 789118 0 789118 566435 0 0 174232 163898 170649 207444 167104 883327 789118 0 0 0 566435 222683 0 0 1106010 0 0 0 0 0 0 174232 931778 163898 170649 207444 167104 222683 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 2500 ATLANTA CLASSICAL ACADEMY (NORTHSIDE EDUCATION INC) 3260 NORTHSIDE DR NW ATLANTA GA 30305 PC GENERAL CHARITABLE PURPOSES 33334 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 2500 CHI PHI EDUCATIONAL TRUST 1160 SATELLITE BLVD NW SUWANEE GA 30024 PC THE VIC PRYLES MEMORIAL SCHOLARSHIP AND ETA CHAPTER 67200 HUMANE SOCIETY OF BLUE RIDGE 171 MINERAL SPRINGS ROAD BLUE RIDGE GA 30513 PC FUTURE EXPANSION FUND 5000 INTROSHIPS PROGRAM 1400 PIEDMONT AVE NE UNIT 3 ATLANTA GA 30309 PC GENERAL CHARITABLE PURPOSES 15000 JOHN CHEATHAM MEDICAL FOUNDATION 148 HARRINGTON STREET JESUP GA 31546 PC GENERAL CHARITABLE PURPOSES 50000 PARADISE DREAMS ANIMAL SANCTUARY 20250 ELM LANE LAKE HODGES CA 92029 PC BELGIAN DRAFT HORSES 10000 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 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 42500 PROJECT HEALING WATERS FLY FISHING INC PO BOX 695 LA PLATA MD 20646 PC GENERAL CHARITABLE PURPOSE 27000 FIRST PRESBYTERIAN CHURCH OF ATLANTA 1328 PEACHTREE ST NE ATLANTA GA 30309 PC GENERAL CHARITABLE PURPOSE 125000 HUMANE SOCIETY OF VERO BEACH & INDIAN RIVER COUNTY 6230 77TH ST VERO BEACH FL 32967 PC GENERAL CHARITABLE PURPOSE 10000 VERO BEACH MUSEUM OF ART 3001 RIVERSIDE PARK DR VERO BEACH FL 32963 PC GENERAL CHARITABLE PURPOSE 5000 A PLACE AT THE TABLE 300 W HARGETT ST SUITE 50 RALEIGH NC 27601 PC GENERAL CHARITABLE PURPOSE 25000 CROSSROADS CAMPUS 1757 16TH AVE N NASHVILLE TN 37208 PC GENERAL CHARITABLE PURPOSE 10000 BOOTS ON THE GROUND PO BOX 777 NOBLE OK 73068 PC GENERAL CHARITABLE PURPOSE 25000 740034 0 14 324688 03 333354 0 658042 0 658042 0 0 0 0 0 0 0 0 0 0 X X 1 CALVIN R ALLEN HOUSE TRUST 2013 1550 BROOKHAVEN HILL ATLANTA GA 30319 2412564 X 2 CALVIN R ALLEN HOUSE TRUST 2013 1550 BROOKHAVEN HILL ATLANTA GA 30319 619 X 1 4186 SHARES SCHH 87655 2025-06-26 1 4303 SHARES DFEMX 140497 2025-06-26 1 23268 SHARES DFIEX 427400 2025-06-26 1 27122 SHARES DFEOX 1206095 2025-06-26 1 550917 SHARES OF SNSXX 550917 2026-06-26 PROFESSIONAL FEES 2020 0 2020 DFA INTL CORE EQUITY PRT INSTL AT COST 1278340 2445985 DFA US CORE EQTY 2 PORT INSTL AT COST 1884256 5024131 DFA INVESTMENT GRADE PORT INSTL AT COST 491779 469589 DFA EMERGING MKTS VALUE PORT INSTL AT COST 147391 266127 DFA GLOBAL REAL ESTATE SECURITIES PORT AT COST 258830 298392 DFA EMERGING MKTS CORE EQTY PORT INSTL AT COST 238671 418478 SPDR PORTFOLIO S&P 400 MID CAP AT COST 30091 36425 ISHARES 3-7 YEAR TREASURY BOND ETF AT COST 235457 244429 SPDR EMERGING MARKETS ETF AT COST 4750 6647 SPDR PORTFOLIO INTERM TERM CORP BD ETF AT COST 235701 248030 SPDR PORTFOLIO SHORT TERM CAP BD ETF AT COST 231217 237916 SPDR REAL ESTATE SELECT SECTOR ETF AT COST 52612 52899 VANGUARD TOTAL BOND MARKET INDEX FUND ETF AT COST 285695 290725 US TREASURY BILL 0.00%, 01/08/26 AT COST 171380 174897 CHARLES SCHWAB US REIT AT COST 71507 87446 DFA US CORE EQTY 1 PORT INSTL AT COST 424756 1345228 DFA EMERGING MKTS 1 AT COST 94275 159775 PROFESSIONAL FEES 5845 0 5845 BASIS ADJUSTMENT - NO TAX EFFECT 11 UNREALIZED GAIN ON DONATION OF 4186 SHARES SCHH 16147 UNREALIZED GAIN ON DONATION OF 4303 SHARES DFEMX 46222 UNREALIZED GAIN ON DONATION OF 23368 SHARES DFIEX 177080 UNREALIZED GAIN ON DONATION OF 27122 SHARES DFEOX 781338 MANAGEMENT FEES 69208 69208 0 FOREIGN TAXES PAID 8362 8362 0 TRAVEL & MEETINGS 5219 0 5219 CALVIN R ALLEN HOUSE TRUST 2013 1550 BROOKHAVEN HILL ATLANTA GA 30319 FEDERAL TAX PAYMENTS 4387 0 0