2025-10-30T10:44:21-05:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2024-01-01 061601510 WALSH FAMILY FOUNDATION INC WALS 9133382727 5454 W 110TH STREET OVERLAND PARK KS 66211 JOHN F WALSH PRESIDENT 9133382727 2025-10-30 1 1 EMILY HANOVER CPA P01919277 9133382727 2025-10-27 2024 2025-03-06 01:10:19Z X 4035383 X 1515033 52 52 70331 70331 1059210 2627698 1059210 2644626 1129593 0 0 0 20291 20291 0 2336 2036 0 118 0 50 22745 22327 50 283500 283500 306245 22327 283550 2338381 1107266 23526 46317 46317 41992 41992 164541 1475662 3335760 3824519 3063 6 6 1544243 3424075 4035383 0 0 X 0 0 0 0 1544243 3424075 1544243 3424075 1544243 3424075 1544243 2338381 0 3882624 458549 3424075 CHARLES SCHWAB ACCOUNT #7130 2024-12-31 1094061 511551 582510 582510 HARDING LOEVNER GLOBAL EQUITY INST 2024-12-02 1533637 1056937 476700 476700 1059210 15391 0 15391 0 15391 440 0 18801 0 19241 0 3850 3850 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 1 0 0 1 N/A CREATIVE PLANNING 9133382727 5454 W 110TH STREET OVERLAND PARK KS 66211 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN F WALSH 85 BEACHSIDE AVE GREEN FARMS CT 06838 PRESIDENT 1.00 0 0 0 SARA H WALSH 85 BEACHSIDE AVE GREEN FARMS CT 06838 TREASURER SECRETARY 1.00 0 0 0 DAVID T HANSON 85 BEACHSIDE AVE GREEN FARMS CT 06838 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2889785 14908 0 2904693 0 0 2904693 43570 2861123 143056 143056 15391 15391 127665 0 127665 0 127665 283550 0 283550 127665 0 0 65656 65656 283550 0 0 0 127665 155885 0 0 221541 0 0 0 0 0 0 0 221541 65656 155885 JOHN F WALSH SARA H WALSH X BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 PC TO THE JOHN F. WALSH '65 FAMILY FOOTBALL SCHOLARSHIP FUND 25000 DEERFIELD ACADEMY PO BOX 306 DEERFIELD MA 01342 PC TO RECOGNIZE THE CONTINUED OUTSTANDING WORK OF DEERFIELD ACADEMY 2500 DEERFIELD ACADEMY PO BOX 306 DEERFIELD MA 01342 PC GENERAL FUND 7500 HOMES WITH HOPE 49 RICHOMONDVILLE AVENUE SUITE 112 WESPORT CT 06880 PC GENERAL OPERATING 65000 PROTECT OUR WINTERS 1919 14TH STREET SUITE 700 BOULDER CO 80302 PC GENERAL PURPOSE 2500 QUINCY RETIRED TEACHERS ASSOCIATION SCHOLARSHIP FUND 124 BRIAR LANE WESTWOOD MA 02090 PC FOR SCHOLARSHIPS 110000 TOWN OF HANOVER 287 CEDAR STREET HANOVER MA 02339 PC GENERAL OPERATING 20000 UNIVERSITY OF MONTANA FOUNDATION PO BOX 7159 MISSOULA MT 59807 PC GENERAL OPERATING 10000 WESTPORT LIBRARY 20 JESUP ROAD WESTPORT CT 06880 PC GENERAL OPERATING 15000 WESTPORT PLAYHOUSE 25 POWERS COURT WESTPORT CT 06880 PC GENERAL PURPOSE 15000 WESTPORT SENIOR CENTER 21 IMPERIAL AVENUE WESTPORT CT 06880 PC GENERAL PURPOSE 10000 WHITE COLUMNS 91 HORATIO STREET NEW YORK NY 10014 PC GENERAL PURPOSE 1000 283500 0 14 52 14 70331 18 1059210 0 1129593 0 1129593 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN AND SARA WALSH 85 BEACHSIDE AVE GREENS FARMS CT 06838 1515033 X X 1 33,953 SHARES OF HARDING LOEVNER GLOBAL EQUITY INSTITUTIONAL CLASS 1514983 2024-11-27 CORPORATE STOCK 41992 164541 MUTUAL FUNDS AT COST 110231 150001 EXCHANGE TRADED FUNDS AT COST 3225529 3674518 DIVDENDS RECEIVABLE 3063 6 6 UNREALIZED GAIN ON DONATION OF 33,953.005 SHS HLMVX 458046 2023 VNQ NONDIVIDEND ADJUSTMENT 503 CT SECRETARY OF STATE ANNUAL FILING FEES 50 0 50 CHECK FEES 68 0 0 INVESTMENT MANAGEMENT FEES 20291 20291 0 JOHN AND SARA WALSH 85 BEACHSIDE AVE GREEN FARMS CT 06838 FOREIGN TAXES PAID 2036 2036 0 FEDERAL TAXES 300 0 0