2024-08-27T14:23:28-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-01-01 461474181 HB OPPENHEIMER FOUNDATION HBOP 3104740900 915 W 33RD STREET KANSAS CITY MO 64111 LEO OPPENHEIMER PRESIDENT 3104740900 2024-08-27 1 0 EMILY HANOVER CPA P01919277 9133382727 2024-08-27 2023 2024-08-08 14:25:15Z X 2731953 X X 50650 49964 32448 620243 32448 83098 82412 45000 2250 42750 66978 3349 63629 16670 0 16670 21020 0 21020 22268 22268 0 248 248 0 136 136 0 6960 0 6960 1170 0 1045 180450 28251 152074 22000 22000 202450 28251 174074 -119352 54161 113260 227072 227072 66896 66896 2438382 2135822 2437985 2551642 2429790 2731953 0 0 X 0 0 0 0 2551642 2429790 2551642 2429790 2551642 2429790 2551642 -119352 0 2432290 2500 2429790 NEUBERGER BERMAN ACCOUNTS - SHORT-TERM TRANSACTIONS 2023-12-31 136770 126349 10421 10421 NEUBERGER BERMAN ACCOUNTS - LONG-TERM TRANSACTIONS 2023-12-31 483146 461446 21700 21700 CAPITAL GAINS DIVIDENDS P 327 327 327 32448 753 0 753 0 753 7645 0 0 0 7645 0 6892 6892 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A THE ORGANIZATION 3104740900 915 W 33RD STREET KANSAS CITY MO 64111 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEO OPPENHEIMER 915 W 33RD STREET KANSAS CITY MO 64111 CHAIRPERSON/CEO 1.00 15000 22326 0 ALEXIS OPPENHEIMER 915 W 33RD STREET KANSAS CITY MO 64111 VICE CHARIPERSON/SECRETARY 1.00 15000 22326 0 CHESTER T FLYNN III 915 W 33RD STREET KANSAS CITY MO 64111 TREASURER 1.00 15000 22326 0 NONE 0 NONE 0 0 2435431 134857 3345 2573633 0 0 2573633 38604 2535029 126751 126751 753 753 125998 0 125998 0 125998 174074 0 174074 125998 0 0 42925 127433 94221 284391 548970 174074 0 0 0 125998 48076 0 0 597046 0 0 0 0 0 0 42925 554121 127433 94221 284391 48076 X HALO FOUNDATION 1600 GENESSEE SUITE 200 KANSAS CITY MO 64102 PC GENERAL SUPPORT 10000 LA PAZ GLOBAL 9450 SW GEMINI DR STE 74632 BEAVERTON OR 97008 PC GENERAL SUPPORT 12000 22000 0 14 50650 18 32448 0 83098 0 83098 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 21020 0 21020 NOT REQUIRED. NEUBERGER BERMAN ACCOUNT #7562 AT COST 398728 554185 NEUBERGER BERMAN ACCOUNT #7573 AT COST 1362063 1454165 NEUBERGER BERMAN ACCOUNT #7777 AT COST 101763 145087 NEUBERGER BERMAN ACCOUNT #7802 AT COST 273268 284548 LEGAL FEES 16670 0 16670 NSTLX NONDIVIDEND DISTRIBUTION ADJUSTMENT 2101 BX NONDIVIDEND DISRTIBUTION ADJUSTMENT 399 BANK FEES 125 0 0 OFFICE SUPPLIES 1045 0 1045 INVESTMENT MANAGEMENT FEES 22268 22268 0 FOREIGN TAXES 136 136 0