2024-10-29T12:45:03-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 920 CASSATT RD 200 BERWYN PARK STE 205 BERWYN PA 19312 990PF 2023-01-01 474552491 WOLTJEN FAMILY FOUNDATION WOLT 9132623141 6325 KENNETT PLACE MISSION HILLS KS 66202 JOHN A WOLTJEN TRUSTEE 9132623141 2024-10-24 1 0 NICOLE DANOWSKI CPA P01265892 9133382727 2024-10-24 2023 2024-10-15 13:58:12Z X 681027 X X 9889 9889 4122 4122 4122 188 0 14199 14011 0 0 0 200 0 200 890 0 890 1090 0 1090 35410 34410 36500 0 35500 -22301 14011 127143 100567 100567 31155 31155 28199 447792 452022 551925 291 336 336 606381 584080 681027 0 0 X 0 0 0 0 606381 584080 606381 584080 606381 584080 606381 -22301 0 584080 0 584080 CAPITAL GAINS DIVIDENDS P 4122 4122 4122 4122 195 0 195 0 195 300 0 0 0 300 0 105 105 0 0 0 0 0 0 0 0 0 0 0 1 1 KS 0 0 0 0 0 1 N/A JOHN A WOLTJEN 9132623141 6325 KENNETT PLACE MISSION HILLS KS 66202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN A WOLTJEN 6325 KENNETT PLACE MISSION HILLS KS 66202 DIRECTOR 1.00 0 0 0 M KATHLEEN WOLTJEN 6325 KENNETT PLACE MISSION HILLS KS 66202 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 512943 120575 0 633518 0 0 633518 9503 624015 31201 31201 195 195 31006 0 31006 0 31006 35500 0 35500 31006 0 0 2712 6608 4842 3940 18102 35500 0 0 0 31006 4494 0 0 22596 0 0 0 0 0 0 2712 19884 6608 4842 3940 4494 JOHN A WOLTJEN M KATHLEEN WOLTJEN X ALZHEIMER'S DISEASE CENTER 4350 SHAWNEE MISSION PARKWAY FAIRWAY KS 66205 PC GENERAL OPERATIONS 2000 CATHOLIC CEMETERIES OF NE KANSAS 9290 BOND STREET SUITE 211 OVERLAND PARK KS 66214 PC GENERAL OPERATIONS 4230 CHRISTIAN CENTER OF PARK CITY 1283 DEER VALLEY DR PARK CITY UT 84060 PC GENERAL OPERATIONS 1000 CITY UNION MISSION 1100 E 11TH ST KANSAS CITY MO 64106 PC GENERAL OPERATIONS 3680 CROHN'S & COLITIS FOUNDATION 733 THIRD AVE SUITE 510 NEW YORK NY 10017 PC GENERAL OPERATIONS 2000 DANA-FARBER 450 BROOKLINE AVE BOSTON MA 02215 PC GENERAL OPERATIONS 1000 HARVESTERS 3801 TOPPING AVE KANSAS CITY KS 64129 PC GENERAL OPERATIONS 4000 NATIVITY HOUSE 721 N 31ST ST KANSAS CITY KS 66102 PC GENERAL OPERATIONS 1000 PARK CITY PERFORMANCE PO BOX 3119 PARK CITY UT 84060 PC GENERAL OPERATIONS 1000 SALVATION ARMY 3637 BROADWAY KANSAS CITY MO 64111 PC GENERAL OPERATIONS 4000 SCHIZOPHRENIA & PSYCHOSIS ACTION ALLIANCE 2308 MT VERNON AVE ALEXANDRIA VA 22301 PC GENERAL OPERATIONS 2000 ST MARY'S OF PARK CITY UTAH 1505 WHITE PINE CANYON ROAD PARK CITY UT 84060 PC GENERAL OPERATIONS 1500 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC GENERAL OPERATIONS 3000 VFW 406 W 34TH ST KANSAS CITY MO 64111 PC GENERAL OPERATIONS 4000 34410 0 14 9889 14 4122 REFUND OF EXCISE TAX 188 0 14199 0 14199 0 0 0 0 0 0 0 0 0 0 TAX PREP FEE 890 0 890 NOT REQUIRED. CORPORATE STOCK 31155 28199 MUTUAL FUNDS AT COST 285667 346277 EXCHANGE TRADED FUNDS AT COST 166355 205648 LEGAL FEES 200 0 200 DIVIDENDS RECEIVABLE 291 336 336 REFUND OF EXCISE TAX 188 188