2024-04-26T08:05:53-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-01-01 833318104 THE SCHRAM FAMILY FOUNDATION SCHR 6514942054 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 LEE J SCHRAM PRESIDENT/ TREASURER/ DIRECTOR 6514942054 2024-04-25 1 LEE SCHRAM XXX-XX-XXXX 1 BENJAMIN M HAKE CPA P01270403 9133382727 2024-04-25 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2192480 X 163742 209 209 34410 34410 83150 427829 83150 281511 117769 0 0 0 1350 0 1350 7190 7190 0 3225 654 0 108 0 108 11873 7844 1458 157500 157500 169373 7844 158958 112138 109925 19472 84416 84416 0 226958 229867 1522236 1261327 1878197 1541708 1572701 2192480 0 0 X 0 0 0 0 1541708 1572701 1541708 1572701 1541708 1572701 1541708 112138 0 1653846 81145 1572701 WSDMTREE EMRG MKTS SMALLCAP DVD ETF 2020-12-30 2023-09-05 13250 13156 94 94 ISHARES S&P 500 GROWTH ETF 2007-01-18 2023-09-05 129132 33912 95220 95220 SPDR PORTFOLIO DVLPD WRLD EX-US ETF 2020-03-10 2023-09-05 24787 25422 -635 -635 VANGUARD SHRT INF PROT SEC INDEX ETF 2022-06-23 2002-10-09 227708 244183 -16475 -16475 VANGUARD LARGE CAP ETF 2020-12-30 2023-09-05 32952 28006 4946 4946 83150 1528 0 1528 0 1528 1580 0 0 0 1580 0 52 52 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 0 0 1 N/A LEE J SCHRAM 6514942054 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEE J SCHRAM 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 PRESIDENT/ TREASURER/ DIRECTOR 2.50 0 0 0 CAROLE A SCHRAM 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 SECRETARY/ DIRECTOR 0.25 0 0 0 ERIC SCHRAM 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 DIRECTOR 0.25 0 0 0 ELIZABETH SCHRAM 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 1884350 48041 0 1932391 0 0 1932391 28986 1903405 95170 95170 1528 1528 93642 0 93642 0 93642 158958 0 158958 93642 0 0 5423 5423 158958 0 0 0 93642 65316 0 0 70739 0 0 0 0 0 0 0 70739 5423 65316 LEE J SCHRAM CAROLE A SCHRAM X AMERICAN FOUNDATION FOR SUICIDE PREVENTION (AFSP) 120 WALL STREET 22ND FLOOR NEW YORK NY 10005 PC GENERAL PURPOSE CONTRIBUTION 1000 BIG HEART HARVEST (JOHN PAUL KASPEROWICZ) 1751 OLD SWEDE RD DOUGLASSVILLE PA 19518 PC GENERAL PURPOSE CONTRIBUTION 5000 CAROLYN L FARRELL FOUNDATION FOR BRAIN HEALTH 26633 DETROIT RD WESTLAKE OH 44145 PC GENERAL PURPOSE CONTRIBUTION 5000 COMMUNITY RESOURCE SERVICES 33479 LAKE RD C AVON LAKE OH 44012 PC GENERAL PURPOSE CONTRIBUTION 1500 ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI 1 GUSTAVE L LEVY PL NEW YORK NY 10029 PC GENERAL PURPOSE CONTRIBUTION 40000 LEGACY OF LIFE FOUNDATION 25 S MAIN ST YARDLEY PA 19067 PC GENERAL PURPOSE CONTRIBUTION 1000 PLAYHOUSE ARTISTS 12 W MECHANIC ST APT 2C NEW HOPE PA 18938 PC GENERAL PURPOSE CONTRIBUTION 25000 ST BALDRICK'S FOUNDATION 1333 SOUTH MAYFLOWER AVENUE MONROVIA CA 91016 PC GENERAL PURPOSE CONTRIBUTION 5000 ST IGNATIUS HIGH SCHOOL 1911 W 30TH STREET CLEVELAND OH 44113 PC GENERAL PURPOSE CONTRIBUTION 20000 ST MARTIN OF TOURS 1 RIVERSTONE CIRCLE NEW HOPE PA 18938 PC GENERAL PURPOSE CONTRIBUTION 7500 ST MARTIN OF TOURS 1 RIVERSTONE CIRCLE NEW HOPE PA 18938 PC GENERAL PURPOSE CONTRIBUTION 7500 THINK HOPE FOUNDATION PO BOX 361 PIPERSVILLE PA 18947 PC GENERAL PURPOSE CONTRIBUTION 5000 YOUNG CATHOLIC PROFESSIONALS 13155 NOEL RD SUITE 900 DALLAS TX 18902 PC GENERAL PURPOSE CONTRIBUTION 34000 157500 0 14 209 14 34410 18 83150 0 117769 0 117769 0 0 0 0 0 0 0 0 0 0 X X 1 LEE J SCHRAM 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 163742 X 1 1050 SHARES OF INVSC S P 500 EQUAL ETF 163742 2023-12-21 ACCOUNTING FEES 1350 0 1350 226958 229867 0 0 ISHARES 3-7 YEAR TRERY AT COST 35403 32914 SPDR INDEX SHARES EMERG AT COST 78962 77194 SPDR PORTFOLIO DVLPD AT COST 65772 84005 VANGUARD LARGE CAP ETF AT COST 382450 630672 VANGUARD MID CAP ETF AT COST 194830 282192 DFA INTERNATIONAL SMALL AT COST 39263 39792 DIMENSIONAL U S TARGETED AT COST 100755 188828 WSDMTREE EMRG MKTS AT COST 23679 24910 ISHARES S&P 500 GROWTH AT COST 12289 56701 VANGUARD ITM-TERM AT COST 149891 136258 DIMENSIONAL U S SMALL AT COST 95436 159041 INVSC S P 500 EQUAL AT COST 82597 165690 UNREALIZED GAIN ON DONATED SECURITIES 81145 OFFICE SUPPLIES / CHECKS 108 0 108 INVESTMENT MANAGEMENT FEES 7190 7190 0 LEE CAROLE SCHRAM 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 FEDERAL TAXES PAID 2571 0 0 FOREIGN TAXES PAID 654 654 0