2024-05-10T12:08:19-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-01-01 463894725 RABE FAMILY FOUNDATION INC RABE 6179165585 155 HEATH STREET CHESTNUT HILL MA 02467 ART RABE PRESIDENT 6179165585 2024-05-10 1 ART RABE 999009999 0 BENJAMIN M HAKE CPA P01270403 9133382727 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X 6837756 X 1224795 135 135 136007 136007 835299 1824141 835299 2196236 971441 0 0 0 1030 0 1030 45759 45759 0 9924 7181 0 250 0 250 56963 52940 1280 606515 606515 663478 52940 607795 1532758 918501 10551 22093 22093 0 170125 159065 4443818 5128994 6656598 4454369 5321212 6837756 0 0 X 0 0 0 0 4454369 5321212 4454369 5321212 4454369 5321212 4454369 1532758 0 5987127 665915 5321212 TD AMERITRADE P 2023-12-31 1309109 626465 682644 682644 CHARLES SCHWAB P 2023-12-31 200291 206420 -6129 -6129 CHARLES SCHWAB P 2023-12-31 314741 155957 158784 158784 835299 12767 0 12767 0 12767 3920 0 0 0 3920 0 8847 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A ART RABE 6179165585 155 HEATH STREET CHESTNUT HILL MA 02467 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ART RABE 155 HEATH STREET CHESTNUT HILL MA 02467 PRESIDENT & SECRETARY 1.00 0 0 0 PAULA RABE 155 HEATH STREET CHESTNUT HILL MA 02467 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 6072911 43276 0 6116187 0 0 6116187 91743 6024444 301222 301222 12767 12767 288455 0 288455 0 288455 607795 0 607795 288455 0 0 435298 435298 607795 0 0 0 288455 319340 0 0 754638 0 0 0 0 0 0 0 754638 435298 319340 ART RABE PAULA RABE X ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 PC GENERAL CHARITABLE CONTRIBUTION 4000 BEAVER COUNTRY DAY SCHOOL 791 HAMMOND ST CHESNUT HILL MA 02467 PC GENERAL CHARITABLE CONTRIBUTION 510000 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB UT 84741 PC GENERAL CHARITABLE CONTRIBUTION 2500 BROWN UNIVERSITY 75 WATERMAN ST PROVIDENCE RI 02912 PC GENERAL CHARITABLE CONTRIBUTION 25000 CENTRE STREET FOOD PANTRY 11 HOMER ST NEWTON CENTRE MA 02459 PC GENERAL CHARITABLE CONTRIBUTION 2500 DANA FARBER 450 BROOKLINE AVE BOSTON MA 02115 PC GENERAL CHARITABLE CONTRIBUTION 10000 DOCTORS WITHOUT BORDERS USA 40 RECTOR ST 16TH FL NEW YORK NY 10006 PC GENERAL CHARITABLE CONTRIBUTION 5000 EARTH JUSTICE 50 CALIFORNIA ST STE 500 SAN FRANCISCO CA 94111 PC GENERAL CHARITABLE CONTRIBUTION 2500 ENVIRONMENT DEFENSE FUND 1875 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC 20009 PC GENERAL CHARITABLE CONTRIBUTION 2500 GREATER BOSTON FOOD BANK 70 S BAY AVE BOSTON MA 02118 PC GENERAL CHARITABLE CONTRIBUTION 5000 HUMANE SOCIETY 31 VENTURA DRIVE DARTMOUTH MA 02747 PC GENERAL CHARITABLE CONTRIBUTION 5000 MERCY FOR ANIMALS 8033 SUNSET BLVD STE 864 LOS ANGELES CA 90046 PC GENERAL CHARITABLE CONTRIBUTION 1500 MSPCA 350 S HUNTINGTON AVE JAMAICA PLAIN MA 02130 PC GENERAL CHARITABLE CONTRIBUTION 1500 NEWTON FOOD PANTRY 1000 COMMONWEALTH AVE NEWTON MA 02459 PC GENERAL CHARITABLE CONTRIBUTION 2500 NORTHEAST ANIMAL SHELTER 347 HIGHLAND AVE SALEM MA 01970 PC GENERAL CHARITABLE CONTRIBUTION 1000 OXFAM 226 CAUSEWAY ST BOSTON MA 02114 PC GENERAL CHARITABLE CONTRIBUTION 1000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 PC GENERAL CHARITABLE CONTRIBUTION 1500 PLANNED PARENTHOOD 1055 COMMONWEALTH AVE BOSTON MA 02215 PC GENERAL CHARITABLE CONTRIBUTION 5000 RESILIENT CO 1 BROADWAY FLOOR 3 CAMBRIDGE MA 02142 PC GENERAL CHARITABLE CONTRIBUTION 1000 SCHOOL ON WHEELS 100 LAUREL ST 121 EAST BRIDGEWATER MA 02333 PC GENERAL CHARITABLE CONTRIBUTION 515 ST JUDE'S CHILDREN'S RESEARCH HOPE 4TH AVE BURLINGTON MA 01803 PC GENERAL CHARITABLE CONTRIBUTION 2000 THE CHESTNUT HILL SCHOOL 428 HAMMOND ST CHESTNUT HILL MA 02467 PC GENERAL CHARITABLE CONTRIBUTION 5000 WALKER HOME AND SCHOOL 1968 CENTRAL AVE NEEDHAM MA 02492 PC GENERAL CHARITABLE CONTRIBUTION 10000 606515 0 14 135 14 136007 18 835299 0 971441 0 971441 0 0 0 0 0 0 0 0 0 0 X X 1 ART & PAULA RABE 155 HEATH STREET CHESTNUT HILL MA 02467 1224795 X X 1 240 SHARES OF IJH 63534 2023-07-11 1 1,295 SHARES OF IWB 314737 2023-07-11 1 10,072 SHARES OF DSI 845494 2023-07-11 TAX PREPARATION 1030 0 1030 ISHARES INC ESG AWARE MSCI EM ETF 801388 944680 ISHARES TRUST ESG AWARE MSCI USA SML CAP 596563 853857 ISHARES TRUST ESG AWARE USD CORPORATE BON 148293 126682 NUVEEN ESG SMALL CAP ETF 38478 82618 VANGAURD ESG US STK ETF 1416455 2369431 VANGAURD TOTAL BND MRKKT ETF 708776 707919 VANGUARD ESG INTL STK ETF 1357649 1425450 VANGUARD INT-TERM CORP ETF 3540 3559 ISHARES MSCI KLD 400 57852 142402 0 0 170125 159065 UNREALIZED GAIN ON DONATED SECURITIES 665915 MA ANNUAL REPORT FEE 250 0 250 INVESTMENT MANAGEMENT FEE 45759 45759 0 FOREIGN TAXES PAID 7181 7181 0 FEDERAL TAXES 2743 0 0