2024-05-10T01:32:54-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC PO BOX 2100 WATERLOO IA 507042100 990PF 2023-01-01 426161925 WB SMALL TRUST WBSM 3192778000 PO BOX 1034 CEDAR FALLS IA 50613 JOHN LOCKE TRUSTEE 3192778000 2024-05-09 1 JOHN LOCKE 999009999 0 HEATHER GUNDERSON CPA P00196789 3192346885 2024-05-09 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2087817 X X 46866 46866 41981 413659 41981 88847 88847 0 0 0 789 0 789 7240 0 7240 16914 16914 0 4020 407 0 5962 0 5962 34925 17321 13991 104000 104000 138925 17321 117991 -50078 71526 88940 38560 38560 1787370 1769592 2028351 0 20172 20906 1876310 1828324 2087817 0 0 X 0 0 0 0 1876310 1828324 1876310 1828324 1876310 1828324 1876310 -50078 2092 1828324 0 1828324 PUBLICLY TRADED SECURITIES P 406445 371678 34767 34767 CAPITAL GAINS DIVIDENDS P 7214 7214 7214 41981 994 0 994 0 994 1120 0 0 0 1120 1 125 125 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 WWW.WBSMALLTRUST.COM DEANNA BRASCH 3192778000 4501 PRAIRIE PARKWAY CEDAR FALLS IA 50613 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT L SMITH JR PO BOX 1034 CEDAR FALLS IA 50613 TRUSTEE 2.00 0 0 0 REVEREND CATHY F YOUNG PO BOX 1034 CEDAR FALLS IA 50613 TRUSTEE 2.00 0 0 0 LORI JOHNSON PO BOX 1034 CEDAR FALLS IA 50613 TRUSTEE 2.00 0 0 0 JOHN LOCKE PO BOX 1034 CEDAR FALLS IA 50613 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 THE W.B. SMALL TRUST PROVIDES SCHOLARSHIP GRANTS ON AN OBJECTIVE, NON-DISCRIMINATORY BASIS, WITHOUT REGARD TO AGE, GENDER, RACE OR DISABILITY TO ASSIST YOUNG MEN AND WOMEN TO OBTAIN HIGHER EDUCATION IN CHRISTIAN COLLEGES AND UNIVERSITIES. THE TRUST'S GRANT MAKING PROCEDURES WERE APPROVED BY IRS IN AN EXEMPTION LETTER DATED MAY 22, 2009. 0 0 1974199 49531 0 2023730 0 0 2023730 30356 1993374 99669 99669 994 994 98675 0 98675 0 98675 117991 0 117991 98675 0 0 3119 504 2174 5797 117991 0 0 0 98675 19316 0 0 25113 0 0 0 0 0 0 0 25113 3119 504 2174 19316 BOARD OF TRUSTEES WB SMALL TRUST PO BOX 1034 CEDAR FALLS IA 50613 3192778000 WBSMALLTRUST@GMAIL.COM APPLICATIONS SHOULD BE SUBMITTED ONLINE THROUGH THE TRUST WEBSITE (WWW.WBSMALLTRUST.COM). THE APPLICATION REQUESTS RECIPIENT'S PERSONAL INFORMATION, WORK EXPERIENCE, EDUCATIONAL INFORMATION, CHURCH MEMBERSHIP AND FINANCIAL CIRCUMSTANCES. THE APPLICATION SHOULD BE ACCOMPANIED BY AN ESSAY, THREE REFERENCES AND AN OFFICIAL TRANSCRIPT. NONE THE GRANT-MAKING PROCEDURES OF THE W.B. SMALL TRUST APPROVED BY IRS DO NOT CONTAIN RESTRICTIONS OR LIMITATIONS ON AWARDS. HOWEVER, THE TRUSTEES GENERALLY LIMIT GRANTS TO $1,250 PER SEMESTER, PER APPLICATNT. 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