2024-08-16T00:35:03-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990PF 2023-01-01 461208733 K2 CHARITABLE FOUNDATION K2CH 5152763456 2400 86TH STREET 24 URBANDALE IA 503224306 KENNETH L SMITH PRESIDENT 5152763456 2024-07-22 1 0 SCOTT F MEISTER CPA P00525741 5157275700 2024-07-22 2023 2024-08-08 14:25:15Z X 11262744 X 368045 22983 22983 96488 96488 96500 96500 82243 648511 1235407 648511 1232527 864482 0 0 0 579 0 0 2025 0 0 19787 1195 0 17486 14257 51589 322 0 91466 15774 0 1506650 1506650 1598116 15774 1506650 -365589 848708 8312 26130 26130 415220 410764 410764 2793936 2518258 8764587 608332 113462 509127 494870 878838 660840 661181 661181 637089 581174 520473 4000 3229 0 771 771 5024524 4693148 11262744 9603 20223 9603 20223 X 0 0 0 0 5014921 4672925 5014921 4672925 5024524 4693148 5014921 -365589 23593 4672925 0 4672925 UBS SHORT TERM 2023-01-01 2023-12-31 1681 1635 46 46 UBS LONG TERM 2013-01-01 2023-12-31 1231893 585261 646632 646632 CAPITAL GAINS DIVIDENDS P 1833 1833 1833 648511 11797 0 11797 0 11797 7500 0 7500 0 15000 138 3065 3065 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 1 0 0 1 N/A JOHN E LAMALE 5157275700 12100 MEREDITH DRIVE 200 URBANDALE IA 50323 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KENNETH L SMITH 2400 86TH ST STE 24 URBANDALE IA 50322 PRESIDENT 3.00 0 0 0 ROBERT WILSON 2400 86TH ST STE 24 URBANDALE IA 50322 DIRECTOR 1.00 0 0 0 JOHN LAMALE 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 TREASURER 1.00 0 0 0 BARRY LUCHTEL 970 JORDAN CREEK PARKWAY WEST DES MOINES IA 50266 SECRETARY 1.00 0 0 0 LANDON LUCHTEL 970 JORDAN CREEK PARKWAY WEST DES MOINES IA 50266 VICE PRESIDENT 1.00 0 0 0 TOM GILBERT 5485 NE 17TH ST STE D DES MOINES IA 50313 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 9396758 124511 1519908 11041177 0 0 11041177 165618 10875559 543778 543778 11797 11797 531981 0 531981 0 531981 1506650 0 1506650 531981 0 0 429865 568907 308596 151444 637447 2096259 1506650 0 0 0 531981 974669 0 0 3070928 0 0 0 0 0 0 429865 2641063 568907 308596 151444 637447 974669 KENNETH L SMITH 2400 86TH ST SUITE 24 URBANDALE IA 50322 5152763456 THE FOUNDATION BOARD IS DEVELOPING THE GRANT APPLICATION PROGRAM THAT WILL BE USED TO EVALUTE THE APPLICANTS SUBMISSION DEADLINES HAVE NOT BEEN YET DETERMINED IN PROCESS OF DETERMINING ANY RESTRICTIONS AGAPE PREGNANCY RESOURCE CENTER 2550 MARTIN LUTHER KING JR PKWY DES MOINES IA 50310 NONE 501(C)(3) PREGNANCY COUNSELING 2000 EASTER SEALS 401 NE 66TH AVENUE DES MOINES IA 50313 NONE 501(C)(3) ASSISTING KIDS WITH DISABILITIES 2000 FELLOWSHIP OF CHRISTIAN ATHLETES 2600 GRAND AVE DES MOINES IA 50312 NONE 501(C)(3) CHRISTIAN FELLOWSHIPRELIGIOUS TEACHING 500 FREEDOM FOR YOUTH 1425 2ND AVE DES MOINES IA 50314 NONE 501(C)(3) ASSIST LOST AND HURTING KIDS WHO ARE WITHOUT A HOME IN IOWA 504150 GREATER DES MOINES COMMUNITY FOUNDATION 1915 GRAND AVE DES MOINES IA 50303 NONE 501(C)(3) SUPPORTS A VARIETY OF IOWA NONPROFITS FOR KIDS 6000 HAITI CHRISTIAN DEVELOPMENT FUND PO BOX 934696 MARGATE FL 330934696 NONE 501(C)(3) RELOCATION AND REDISTRIBUTION OF THE POOR IN HAITI 650000 JOHN & VERA MAE PERKINS FOUNDATION 1831 ROBINSON ST JACKSON MS 39212 NONE 501(C)(3) CHRISTIAN COMMUNITY DEVELOPMENT 41000 LEADER SOURCE 513 S MAIN ST SUITE 2 ELKHART IN 46516 NONE 501(C)(3) EDUCATION 10000 NEW HORIZONS MINISTRIES PO BOX 1506 CANCON CITY CO 81215 NONE 501(C)(3) INCARCERATION COUNSELING 225000 HIDDEN ACRES CHRISTIAN CENTER 3837 UNION AVE DAYTON IA 50530 NONE 501(C)(3) CHRISTIAN SUMMER CAMP PROGRAMS 2000 DES MOINES REFUGEE SUPPORT 110 SOUTH AVENUE NORWALK IA 50211 NONE 501(C)(3) REFUGEE FAMILY SUPPORT 2000 OPEN BIBLE CHURCH 2020 BELL AVE DES MOINES IA 50315 NONE 501(C)(3) ASSOCIATION OF CHURCHES AND MINISTERS 6000 CREIGHTON COMMUNITY FOUNDATION 3219 E CAMBELBACK RD 376 PHOENIX AZ 85018 NONE 501(C)(3) EDUCATIONAL SUPPORT 56000 1506650 0 14 22983 14 96488 82243 14 1833 646678 0 121304 728921 850225 1 COMMERCIAL REAL ESTATE INVESTMENT RENTAL PROPERTY WITH NO DEBT ON IT. 0 0 0 0 0 0 0 0 0 0 X X 1 KENNETH L SMITH 2400 86TH ST APT 24 URBANDALE IA 50322 368045 X 1 665 SHS MICROSOFT STOCK AND SECURED CONTRACT RECEIVABLE 368045 2023-12-28 ACCOUNTING FEES 2025 0 0 LAND 2016-01-01 52300 L 0 0 BUILDING 2016-01-01 556032 99205 SL 39.000000000000 14257 14257 FURNITURE 2023-11-30 4000 200DB 7.000000000000 3229 0 STOCKS 2518258 8764587 LAND 52300 0 52300 BUILDING 556032 113462 442570 MONEY MARKET FMV 581174 520473 FURNITURE 4000 3229 771 LEGAL FEES 579 0 0 MEALS 274 0 0 OFFICE SUPPLIES 1988 0 0 INSURANCE 23693 0 0 TRAVEL 24705 0 0 BANK FEE 607 0 0 INVESTMENT EXPENSES 322 322 0 NONDIVIDEND DISTRIBUTIONS 23593 KENNETH L SMITH 8107 COBBLESTONE COURT URBANDALE IA 50322 FOREIGN TAX 1195 1195 0 INCOME TAXES 18592 0 0