2025-06-30T14:28:33-05:00 2024-08-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-09-01 527310058 NORMAN A SCHLICKLIN JR CHARITABLE NORM 9377489771 6666 LOCUST LANE FRANKLIN OH 45005 JENNY STEWART OTHER 9377489771 2025-06-30 1 1 HEATHER OFFUTT CPA P01764537 9133382727 2025-06-30 2023 2025-03-06 01:10:19Z X 1542277 X X 383 383 24063 24063 19182 250440 19182 43628 43628 60000 10000 50000 6980 0 4230 200 0 0 67180 10000 54230 47000 47000 114180 10000 101230 -70552 33628 7948 11652 11652 793817 1357344 1530625 801765 1368996 1542277 0 0 X 0 644772 0 0 801765 724224 801765 1368996 801765 1368996 801765 -70552 644772 1375985 6989 1368996 FIDELITY-9998 P 14378 14963 -585 -585 FIDELITY-9998 P 8313 9162 -849 -849 FIDELITY-9998 P 82562 84429 -1867 -1867 FIDELITY-9998 P 143715 122704 21011 21011 CAPITAL GAINS DIVIDENDS P 1472 1472 1472 19182 467 0 467 0 467 0 0 0 0 0 0 467 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A LINDA MCKINNEY 5136046516 3632 CHARFIELD LANE HAMILTON OH 45011 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JENNIFER STEWART 497 STANLEY DRIVE COLDWATER MI 49036 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 1135468 21244 0 1156712 0 0 1156712 17351 1139361 56968 56968 467 467 56501 0 56501 0 56501 101230 0 101230 56501 0 0 30427 30581 46185 10162 117355 101230 0 0 0 56501 44729 0 0 162084 0 0 0 0 0 0 30427 131657 30581 46185 10162 44729 X JENNIFER STEWART 6666 LOCUST LANE FRANKLIN OH 45005 5138360888 GENERAL APPLICATION ON A BLANK SHEET IS ACCEPTABLE. PLEASE STATE CHARITABLE NAME, ADDRESS AND INFORMATION TO CONSIDER WHY THE ORGANIZATION IS IN NEED OF FUNDING AND FOR WHAT CHARITABLE PURPOSE. NONE NONE FRANKLIN CITY SCHOOLS 150 E SIXTH STREET FRANKLIN OH 45005 EDUCATIONAL SCHOLARSHIPS 12000 JEWELL EDUCATION FOUNDATION 118 E MAIN ST LEBANON OH 45036 TO FUND NONPROFIT PURPOSE OF ORGANIZANTION 35000 47000 0 383 14 24063 18 19182 0 43245 383 43628 3 TO INCREASE FUNDS AVAILABLE FOR GRANTING CHARITABLE CONTRIBUTIONS 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 4230 0 4230 BOOKKEEPING 2750 0 0 FIDELITY 793817 1357344 1530625 BOOK TO TAX DIFFERENCES 6989 ANNUAL REPORT 200 0 0 CONSOLIDATE TRUST 644772