2024-05-15T16:51:10-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-01-01 943073894 TAHOE MARITIME FOUNDATION TAHO 4086052999 2662 KRING DRIVE SAN JOSE CA 95125 JEFFREY PETERSON TREASURER 4086052999 2024-05-15 1 JEFFREY PETERSON 999009999 0 BENJAMIN M HAKE CPA P01270403 9133382727 2024-05-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4366458 X X 93526 91901 -117964 1097379 0 865 0 -23573 91901 0 0 0 1650 0 1650 19763 19763 0 3225 2345 0 1447 0 1447 26085 22108 3097 200850 200850 226935 22108 203947 -250508 69793 30361 51601 51601 10000 15000 10000 10000 0 932241 939120 4507667 3308898 3365737 4553028 4302740 4366458 0 0 X 0 0 0 0 4553028 4302740 4553028 4302740 4553028 4302740 4553028 -250508 220 4302740 0 4302740 CHARLES SCHWAB ACCOUNT 2023-01-01 2023-12-31 24332 23702 630 630 CHARLES SCHWAB ACCOUNT 2023-01-01 2023-12-31 1066545 1191641 -125096 -125096 CAPITAL GAINS DIVIDENDS P 6502 6502 6502 -117964 970 0 970 0 970 880 0 0 0 880 7 97 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.TAHOEMARITIMEFOUNDATION.ORG THE ORGANIZATION 4086052999 2662 KRING DRIVE SAN JOSE CA 95125 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN CAPLAN 2662 KRING DRIVE SAN JOSE CA 95125 DIRECTOR 1.00 0 0 0 ROY DRYER III 2662 KRING DRIVE SAN JOSE CA 95125 DIRECTOR 1.00 0 0 0 RICHARD STOUT 2662 KRING DRIVE SAN JOSE CA 95125 DIRECTOR 1.00 0 0 0 JEFFREY PETERSON 2662 KRING DRIVE SAN JOSE CA 95125 TREASURER 3.00 0 0 0 KIRK PUMPHREY 2662 KRING DRIVE SAN JOSE CA 95125 PRESIDENT 3.00 0 0 0 CHERYL CAPLAN 2662 KRING DRIVE SAN JOSE CA 95125 SECRETARY 3.00 0 0 0 LORA NADOLSKI HANSON 2662 KRING DRIVE SAN JOSE CA 95125 DIRECTOR 1.00 0 0 0 TODD JEFFERY 2662 KRING DRIVE SAN JOSE CA 95125 DIRECTOR 1.00 0 0 0 DARREN KRAMER 2662 KRING DRIVE SAN JOSE CA 95125 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3998895 19470 95906 4114271 0 0 4114271 61714 4052557 202628 202628 970 970 201658 0 201658 0 201658 203947 0 203947 201658 200608 0 0 203947 200608 0 0 3339 0 0 0 0 0 0 0 0 198319 0 0 0 X ANTIQUE BOAT MUSEUM 750 MARY STREET CLAYTON NY 13624 PC GENERAL PURPOSE CONTRIBUTION 9850 BOY SCOUTS OF AMERICA SILICON VALLEY MONTEREY BAY COUNCIL 970 W JULIAN STREET SAN JOSE CA 95126 PC GENERAL PURPOSE CONTRIBUTION 26000 BOYS & GIRLS CLUB OF LAKE TAHOE PO BOX 17846 SOUTH LAKE TAHOE CA 96151 PC GENERAL PURPOSE CONTRIBUTION 20000 MINNESOTA LAKES MARITIME SOCIETY PO BOX 1216 205 THIRD AVENUE W ALEXANDRIA MN 56308 PC GENERAL PURPOSE CONTRIBUTION 10000 TAHOE COMMUNITY SAILING FOUNDATION INC 4200 PLATEAU ROAD RENO NV 89519 PC GENERAL PURPOSE CONTRIBUTION 5000 THE MARINERS' MUSEUM 100 MUSEUM DRIVE NEWPORT NEWS VA 23606 PC GENERAL PURPOSE CONTRIBUTION 50000 NORTH LAKE TAHOE HISTORICAL SOCIETY 130 W LAKE BLVD TAHOE CITY CA 96145 PC GENERAL PURPOSE CONTRIBUTION 34500 WOODEN BOATS FOR VETERANS FOUNDATION 1001 BRIDGEWAY SAUSALITO CA 94965 PC GENERAL PURPOSE CONTRIBUTION 25000 UC REGENTS OF CALIFORNIA 1111 FRANKLIN ST 12TH FLOOR OAKLAND CA 94607 PC GENERAL PURPOSE CONTRIBUTION 20500 200850 0 14 93526 18 -117964 INCOME TAX REFUND 01 456 INSURANCE REFUND 01 409 0 -23573 0 -23573 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX PREP 1650 0 1650 FIXED INCOME 932241 939120 EXCHANGE TRADED FUNDS AT COST 2757329 2802312 MUTUAL FUNDS AT COST 476063 467519 NORTHWESTERN MUTUAL POLICY AT COST 75506 95906 INSURANCE 1069 0 1069 SUPPLIES 136 0 136 REGISTRATION FEE 85 0 85 TECHNOLOGY 157 0 157 INCOME TAX REFUND 456 456 INSURANCE REFUND 409 409 NORTHWESTERN MUTUAL PREMIUM ADJUSTMENT 220 INVESTMENT MANAGEMENT FEES 19763 19763 0 FOREIGN TAXES PAID 2345 2345 0 FEDERAL TAXES PAID 880 0 0