2024-04-25T08:13:46-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 1013 CENTRE ROAD SUITE 220 WILMINGTON DE 19805 990PF 2023-01-01 854166535 THE BLACK-CHESLIK FAMILY FOUNDATION BLAC 6463001320 3 DUNFORD CIR KANSAS CITY MO 64112 PAUL M BLACK DIRECTOR 6463001320 2024-04-24 1 PAUL BLACK XXX-XX-XXXX 1 RACHAEL LEBERSTIEN CPA P00846061 3025941070 2024-04-24 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4022466 X 2404768 71590 71590 1446995 4215996 1446995 3923353 1518585 0 0 0 3000 0 3000 368 368 0 19141 2188 0 11 0 11 22520 2556 3011 1351290 1351290 1373810 2556 1354301 2549543 1516029 25816 27584 27584 1015 1015 1015 377165 1988340 1991554 2166803 1793051 2002313 2569784 3809990 4022466 0 0 X 0 0 0 0 2569784 3809990 2569784 3809990 2569784 3809990 2569784 2549543 0 5119327 1309337 3809990 FIDELITY ACCOUNT #1546 SHORT-TERM TRANSACTIONS 2023-12-31 1667477 1309309 358168 358168 FIDELITY ACCOUNT #1546 LONG-TERM TRANSACTIONS 2023-12-31 2548519 1459692 1088827 1088827 1446995 21073 0 21073 0 21073 3730 0 0 0 3730 X 0 17343 0 0 0 0 0 0 0 0 0 0 1 1 MO 0 0 1 0 0 1 N/A THE FOUNDATION 6463001320 3 DUNFORD CIR KANSAS CITY MO 64112 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL M BLACK 3 DUNFORD CIR KANSAS CITY MO 64112 DIRECTOR 1.00 0 0 0 JULIE M CHESLIK 3 DUNFORD CIR KANSAS CITY MO 64112 DIRECTOR 1.00 0 0 0 JOHN P BLACK 3 DUNFORD CIR KANSAS CITY MO 64112 DIRECTOR 1.00 0 0 0 PAUL J BLACK 3 DUNFORD CIR KANSAS CITY MO 64112 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2706626 117385 0 2824011 0 0 2824011 42360 2781651 139083 139083 21073 21073 118010 0 118010 0 118010 1354301 0 1354301 118010 0 0 102314 573692 676006 1354301 0 0 0 118010 1236291 0 0 1912297 0 0 0 0 0 0 0 1912297 102314 573692 1236291 PAUL M BLACK JULIE M CHESLIK X COMMON SPIRIT HEALTH FOUNDATION 185 BERRY STREET SUITE 300 SAN FRANCISO CA 94107 PC GENERAL PURPOSE GRANT 10000 KU COLLEGE OF LIBERAL ARTS PO BOX 928 LAWRENCE KS 66044 PC JOHN P. BLACK PROFESSORSHIP IN HISTORY 1000000 SAINT LUKES FOUNDATION 901 E 104TH ST MAIL STOP 100 S KANSAS CITY MO 64131 PC SAINT LUKES CANCER INSTITUTE 25000 ST AGNES CATHOLIC PARISH 5250 MISSION ROAD ROELAND PARK KS 66205 PC ST. AGNES CATHOLIC SCHOOL 10000 ST ISABEL CATHOLIC CHURCH 3559 SANIBEL CAPTIVA RD SANIBEL FL 33957 PC GENERAL PURPOSE GRANT 10000 STARLIGHT 4600 STARLIGHT RD KANSAS CITY MO 64132 PC GENERAL PURPOSE GRANT 1500 TRUMAN LIBRARY INSTITUTE 5151 TROOST AVENUE STE 300 KANSAS CITY MO 64110 PC GENERAL PURPOSE GRANT, $1,000 FOR WHITE HOUSE ADVISOR SPONSORSHIP FOR THE "WILD ABOUT HARRY" EVENT 11000 UMKC LAW FOUNDATION 500 E 52ND STREET KANSAS CITY MO 64110 PC PROFESSOR JULIE M. CHESLIK MERIT SCHOLARSHIP ENDOWED FUND 180000 UMKC LAW FOUNDATION 500 E 52ND STREET KANSAS CITY MO 64110 PC DEAN EMERITA BARBARA GLESNER FINES SCHOLARSHIP ENDOWMENT 23290 UNIVERSITY OF NOTRE DAME 724 GRACE HALL NOTRE DAME IN 46556 PC GENERAL PURPOSE GRANT 75000 WELLSKY FOUNDATION 11300 SWITZER RD OVERLAND PARK KS 66210 PC GALA DONATION 3000 XAVIER HIGH SCHOOL 30 WEST 16TH STREET NEW YORK NY 10011 PC GENERAL PURPOSE GRANT 2500 1351290 0 14 71590 18 1446995 0 1518585 0 1518585 0 0 0 0 0 0 0 0 0 0 X X 1 PAUL BLACK AND JULIE CHESLIK PO BOX 1119 CAPTIVA FL 33924 2404768 X 1 ADBE - ADOBE INC COM 984.07 113476 2023-12-21 1 AMAT - APPLIED MATERIALS INC COM USD0.01 81.57 29476 2023-12-21 1 AMD - ADVANCED MICRO DEVICES INC 135.39 78575 2023-12-21 1 AMKR - AMKOR TECHNOLOGY INC 17.29 5404 2023-12-21 1 AMZN - AMAZON.COM INC 84.23 25368 2023-12-21 1 ANET - ARISTA NETWORKS INC COM USD0.0001 227 27185 2023-12-21 1 APO - APOLLO GLOBAL MGMT INC COM 48.27 5536 2023-12-21 1 AVGO - BROADCOM INC COM 1088.98 202005 2023-12-21 1 BA - BOEING CO 128.07 18243 2023-12-21 1 BLDR - BUILDERS FIRSTSOURCE INC 55.65 8785 2023-12-21 1 CAH - CARDINAL HEALTH INC COM NPV 55.25 5616 2023-12-21 1 CCJ - CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 26.58 16192 2023-12-21 1 CDNS - CADENCE DESIGN SYSTEMS INC COM USD0.01 307.31 16837 2023-12-21 1 CMG - CHIPOTLE MEXICAN GRILL INC 2660.96 13632 2023-12-21 1 CPRT - COPART INC COM USD0.0001 53.82 13761 2023-12-21 1 DECK - DECKERS OUTDOOR CORP 358.07 5572 2023-12-21 1 DELL - DELL TECHNOLOGIES INC CL C 34.27 6064 2023-12-21 1 DHI - DR HORTON INC COM STK USD0.01 65.66 6997 2023-12-21 1 ETN - EATON CORPORATION PLC 131.8 5432 2023-12-21 1 EVR - EVERCORE INC CLASS A 86.63 5577 2023-12-21 1 FDX - FEDEX CORP COM USD0.10 153.36 11228 2023-12-21 1 FICO - FAIR ISAAC CORP 612.1 16936 2023-12-21 1 GE - GENERAL ELECTRIC CO COM NEW 187.64 61130 2023-12-21 1 GWW - GRAINGER W W INC COM USD0.50 460.81 4931 2023-12-21 1 HESAY - HERMES INTERNATIONAL SA ADR 111.11 8840 2023-12-21 1 HVRRY - HANNOVER RUECKVERSICHERUNG SE ADR 71.73 6294 2023-12-21 1 IDEXY - INDITEX (IND.DE DISENO TEXTIL SA) UNSP ADR EACH REP 0.50 ORD 10.97 5358 2023-12-21 1 INTC - INTEL CORP COM USD0.001 25.96 16683 2023-12-21 1 ISRG - INTUITIVE SURGICAL INC 184.98 4872 2023-12-21 1 KKR - KKR &CO INC COM 44.36 5414 2023-12-21 1 KLAC - KLA CORP COM NEW 287.88 14650 2023-12-21 1 LLY - ELI LILLY &CO COM 1261.93 87423 2023-12-21 1 LRCX - LAM RESEARCH CORP COM USD0.001 773.38 38681 2023-12-21 1 LULU - LULULEMON ATHLETICA INC COM USD0.005 287.41 4880 2023-12-21 1 M - MACY S INC COM USD0.01 11.12 18288 2023-12-21 1 MDB - MONGODB INC CL A 364.97 26368 2023-12-21 1 META - META PLATFORMS INC CLASS A COMMON STOCK 285.25 303456 2023-12-21 1 MITSY - MITSUI &CO SPON ADR EACH REP 20 ORD SHS 423.12 7897 2023-12-21 1 MPWR - MONOLITHIC POWER SYSTEMS INC 325.75 6389 2023-12-21 1 MUFG - MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADS EACH REP 1 ORD SHS 9.8 35373 2023-12-21 1 MURGY - MUENCHENER RE GROUP ADR 47.29 19289 2023-12-21 1 NFLX - NETFLIX INC 365.52 37142 2023-12-21 1 NLOP - NET LEASE OFFICE PROPERTIES COM 10.47 223 2023-12-21 1 NOW - SERVICENOW INC COM USD0.001 1157.59 80369 2023-12-21 1 NVDA - NVIDIA CORPORATION COM 597.97 551986 2023-12-21 1 NVO - NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 108.28 78982 2023-12-21 1 PANDY - PANDORA A/S SPON ADR EACH REP 0.25 ORD 12.17 8018 2023-12-21 1 PCAR - PACCAR INC COM USD1.00 55.52 5476 2023-12-21 1 PH - PARKER-HANNIFIN CORP COM 252.25 9102 2023-12-21 1 PUBGY - PUBLICIS GROUPE SA SPONSORED ADR 23.13 11428 2023-12-21 1 RACE - FERRARI N V EUR0.01 NEW 579.47 23964 2023-12-21 1 RCL - ROYAL CARIBBEAN GROUP COM USD0.01 86.72 34341 2023-12-21 1 RNECY - RENESAS ELECTRONICS CORP UNSPONSORD ADR 4.4 17514 2023-12-21 1 ROST - ROSS STORES INC 77.78 8577 2023-12-21 1 RYCEY - ROLLS ROYCE HOLDINGS SPON ADR EACH REP 1 ORD SHS 1.06 33503 2023-12-21 1 SAFRY - SAFRAN SA UNSPON ADR EA REP 0.25 ORD 49.15 13086 2023-12-21 1 SAN - BANCO SANTANDER S.A. 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FIDELITY ACCOUNT #1546 - FIXED INCOME EXCHANGE TRADED PRODUCTS 1988340 1991554 FIDELITY ACCOUNT #1546 - EXCHANGE TRADED PRODUCTS AT COST 1288414 1495187 FIDELITY ACCOUNT #1546 - MUTUAL FUNDS AT COST 104622 105694 FIDELITY ACCOUNT #1546 - BOND FUNDS AT COST 400015 401432 UNREALIZED GAIN ON DONATED SECURITIES 1309337 MO SECRETARY OF STATE ANNUAL FEE 11 0 11 PAUL BLACK AND JULIE CHESLIK PO BOX 1119 CAPTIVA FL 33924 FOREIGN TAXES PAID 2188 2188 0 FEDERAL TAXES 16953 0 0