2024-09-04T09:34:33-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-01-01 481062860 CHARLES AND ELIZABETH SCHELLHORN PRIVATE FOUNDATION CHAR 8167514281 6408 ABERDEEN SHAWNEE MISSION KS 66208 CHARLES SCHELLHORN TRUSTEE 8167514281 2024-09-01 1 0 AMANDA L HOEPPNER CPA P01295295 8165259699 2024-09-01 2023 2024-08-08 14:25:15Z X 1790806 X X 142 142 32507 32507 21997 432354 21997 849 0 55495 54646 0 0 0 15606 9363 6243 289 289 0 15895 9652 6243 88250 88250 104145 9652 94493 -48650 44994 70972 65331 65331 667307 783401 1190830 652259 493156 534645 1390538 1341888 1790806 0 0 X 1474716 1474716 0 0 -84178 -132828 1390538 1341888 1390538 1341888 1390538 -48650 0 1341888 0 1341888 US TREASURY NOTE 0.125% ST P 25298 25189 109 109 COLUMBIA LARGE CAP LT P 78646 84352 -5706 -5706 DFA SHORT TERM EXTENDED QUALITY LT P 12470 13024 -554 -554 ISHARES S&P 100 ETF LT P 77860 55373 22487 22487 UNION PAC CORP LT P 25000 24908 92 92 US TREASURY NOTE 2.625% LT P 50000 50000 0 0 US TREASURY NOTE 2.875% LT P 50000 50000 0 0 US TREASURY NOTE 0.125 LT P 49702 49811 -109 -109 ALLSPRING SHORT TERM LT P 56028 57700 -1672 -1672 CAPITAL GAINS DIVIDENDS P 7350 7350 7350 21997 625 0 625 0 625 1211 0 0 0 1211 0 586 586 0 0 0 0 0 0 0 0 0 0 0 1 1 KS 1 0 0 0 0 1 N/A MR CHARLES SCHELLHORN 8167514281 6408 ABERDEEN SHAWNEE MISSION KS 66208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MR CHARLES SCHELLHORN 6408 ABERDEEN SHAWNEE MISSION KS 66208 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1634253 68152 0 1702405 0 0 1702405 25536 1676869 83843 83843 625 625 83218 0 83218 0 83218 94493 0 94493 83218 0 0 11186 11923 13865 10489 10289 57752 94493 0 0 0 83218 11275 0 0 69027 0 0 0 0 0 0 11186 57841 11923 13865 10489 10289 11275 X GRAND COUNTY FOUNDATION (THE WILDFIRE EMERGENCY FUND) PO BOX 1342 WINTER PARK CO 80482 PC GENERAL SUPPORT 5000 HARVARD BUSINESS SCHOOL SOLIDERS FIELD BOSTON MA 02163 PC GENERAL SUPPORT 5000 HARVARD COLLEGE FUND 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 PC GENERAL SUPPORT 50000 ST ANN'S CATHOLIC CHURCH 7231 MISSION ROAD PRAIRIE VILLAGE KS 66208 PC GENERAL SUPPORT 5000 THE PEMBROKE HILL SCHOOL 5121 STATE LINE ROAD KANSAS CITY MO 64112 PC GENERAL SUPPORT 2000 UNITED WAY OF GREATER KANSAS CITY 801 WEST 47TH STREET SUITE 500 KANSAS CITY MO 64112 PC GENERAL SUPPORT 5000 UNIVERSITY OF KANSAS MEDICAL SYSTEM 3901 RAINBOW BOULEVARD KANSAS CITY MO 66160 PC GENERAL SUPPORT 5000 WELLESLEY COLLEGE FUND PX BOX 81207 WELLESLEY MA 02481 PC GENERAL SUPPORT 5000 HEAD HEARTS & HANDS GUIDANCE AT THE CROSSROADS DECISIONS 1111 MAIN STREET 500 KANSAS CITY MO 64105 PC GENERAL SUPPORT 1250 VILLAGE PRESBYTERIAN CHURCH 6641 MISSION ROAD SHAWNEE MISSION KS 66208 PC GENERAL SUPPORT 5000 88250 0 14 142 14 32507 18 21997 REFUNDS 900099 MISCELLANEOUS 900099 849 0 55495 0 55495 0 0 0 0 0 0 0 0 0 0 TRUSTEE FEES 15606 9363 6243 CORPORATE BONDS 493156 534645 CORPORATE STOCK 783401 1190830 MISCELLANEOUS 849 849 FOREIGN TAX 289 289 0