2024-05-08T12:30:48-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-01-01 472141038 FRED AND BECKY WILSON FOUNDATION FRED 4325536202 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 FRED WILSON DIRECTOR 4325536202 2024-05-03 1 FRED WILSON XXX-XX-XXXX 0 ELIZABETH BLACKBURN CPA P01589987 9133382727 2024-05-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 929531 X X 88 88 88 21590 21590 21590 -5781 65215 0 15897 21678 21678 0 0 0 0 1070 0 0 1070 759 759 0 0 8104 8104 0 0 9933 8863 0 1070 59800 59800 69733 8863 0 60870 -53836 12815 21678 30571 31272 31272 31903 31903 30571 599107 616353 817752 124776 53137 49936 786357 732665 929531 0 0 X 786357 732665 786357 732665 786357 732665 786357 -53836 144 732665 0 732665 TD AMERITRADE - 9905 P 747 760 -10 -10 TD AMERITRADE - 9905 P 41873 46168 -4295 -4295 CHARLES SCHWAB - 9797 P 632 638 -6 -6 CHARLES SCHWAB - 9797 P 20906 23433 -2527 -2527 CAPITAL GAINS DIVIDENDS P 1057 1057 1057 -5781 -16 178 0 178 0 178 839 0 0 0 839 0 661 661 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 0 N/A FRED WILSON 4325536202 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRED O WILSON 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 DIRECTOR 5.00 0 0 0 REBECCA S WILSON 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 DIRECTOR 5.00 0 0 0 BENJAMIN J WILSON 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 DIRECTOR 5.00 0 0 0 REBECCA E WILSON 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 CASH CONTRIBUTIONS TO FREDERICKSBURG CHURCH OF CHRIST, A TAX EXEMPT ORGANIZATION AS DESCRIBED IN IRC SEC 501(A), FOR GENERAL MINISTRY. 29150 CASH CONTRIBUTION TO FIRST A BAPTIST CHURCH OF LAMPASAS, A TAX EXEMPT ORGANIZATION AS DESCRIBED IN IRC SEC 501 (A), FOR GENERAL FUND. 150 CASH CONTRIBUTIONS TO FREDERICKSBURG THEATER COMPANY, A TAX EXEMPT ORGANIZATION AS DESCRIBED IN IRC SEC 501 (A), FOR SCHOLARSHIPS FOR DISADVANTAGED CHILDREN TO ATTEND CLASSES. 30000 CASH CONTRIBUTIONS TO PRESBYTERIAN COLLEGE, A TAX EXEMPT ORGANIZATION AS DESCRIBED IN IRC SEC 501 (A), FOR THE W.C. SHILLING LAW SCHOLARSHIP. 500 0 864633 27372 0 892005 0 0 892005 13380 878625 43931 43931 178 178 43753 0 43753 0 43753 60870 0 60870 43753 0 0 1180 5232 43753 3008 53173 60870 0 0 0 43753 17117 0 0 70290 0 0 0 0 0 0 0 70290 1180 5232 43753 3008 17117 X FREDERICKSBURG CHURCH OF CHRIST 507 NORTH LLANO STREET FREDERICKSBURG TX 78624 FOR GENERAL MINISTRY 29150 FREDERICKSBURG THEATER COMPANY 1668 S US HIGHWAY 87 FREDERICKSBURG TX 78624 PROVIDE SCHOLARSHIPS TO ATTEND CLASSES 30000 FIRST BAPTIST CHURCH OF LAMPASAS 402 S KEY AVE LAMPASAS TX 76550 GENERAL FUND 150 PRESBYTERIAN COLLEGE 503 SOUTH BROAD STREET CLINTON SC 29325 SCHOLARSHIP FUND 500 59800 0 14 88 14 21590 18 -5781 0 15897 0 15897 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 1070 0 0 1070 VANGUARD SHORT TERM INVT GRATDE ADMIRAL 30128 28980 VANGUARD INTERMEDIATE TERM CORP BOND ET 23009 20956 ISHARES S&P INDEX 101611 204426 BERKSHIRE HATHAWAY CI B 24745 58136 VANGUARD FTSE DEVELOPED MARKETS 85590 108110 VANGUARD MID CAP 32313 60254 ISHARES MSCI EMERGING MARKETS 50882 54980 DFA US MICRO CAP FD 25366 33711 DFA US SMALL CAP VALUE PORT 19426 27922 ISHARES MSCI EAFE SMALL CAP INDEX 17379 22903 DFA EMERGING MARKETS SMALL CAP PTF 21434 24393 SCHWAB US REIT 41462 43532 VANGUARD INTRM-TERM GRADE ADMIRAL 35454 33812 VANGUARD TOTAL BND MRKT ETF 136781 119004 VANGUARD TOTAL STOCK MKT VI 23910 26569 31903 30571 0 0 CP INVESTMENT FEES 8104 8104 0 0 ACCRUED DIVIDENDS 144 FOREIGN TAX PAID 759 759 0 0 FEDERAL INCOME TAXES PAID 0 0 0 0