2025-10-15T15:37:02-05:00 2024-11-30 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-12-01 814729827 THE MCCLOY FOUNDATION MCCL 8063381886 4850 SHADY GROVE ROAD GARDENDALE AL 35071 MIKE MCCLOY DIRECTOR 8063381886 2025-10-07 1 0 BENJAMIN M HAKE CPA P01270403 9133382727 2025-10-07 2023 2025-03-06 01:10:19Z X 1229928 X X 119 119 22989 22989 411881 1124653 411881 434989 434989 0 0 0 3000 0 3000 11995 11995 0 800 0 0 15795 11995 3000 48100 48100 63895 11995 51100 371094 422994 8712 812 812 6055 327 327 737107 1121829 1228789 751874 1122968 1229928 0 0 X 0 0 0 0 751874 1122968 751874 1122968 751874 1122968 751874 371094 0 1122968 0 1122968 CHARLES SCHWAB - 7173 2023-12-01 2024-11-30 176139 169000 7139 7139 CHARLES SCHWAB - 7173 2023-12-01 2024-11-30 945545 543772 401773 401773 CAPITAL GAINS DIVIDENDS P 2969 2969 2969 411881 5880 0 5880 0 5880 164 0 6000 0 6164 23 261 261 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A MICHAEL MCCLOY 8063381886 4850 SHADY GROVE ROAD GARDENDALE AL 35071 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL MCCLOY 4850 SHADY GROVE ROAD GARDENDALE AL 35071 DIRECTOR 1.00 0 0 0 JAMIE MCCLOY 4850 SHADY GROVE ROAD GARDENDALE AL 35071 DIRECTOR 1.00 0 0 0 JACOB YAMANE 4850 SHADY GROVE ROAD GARDENDALE AL 35071 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1164202 44418 0 1208620 0 0 1208620 18129 1190491 59525 59525 5880 5880 53645 0 53645 0 53645 51100 0 51100 53645 46088 0 0 51100 46088 0 0 5012 0 0 0 0 0 0 0 0 48633 0 0 0 MIKE MCCLOY 4850 SHADY GROVE ROAD GARDENDALE AL 35071 8063381886 NO FORMAL REQUIREMENTS. NO SUBMISSION DEADLINE. ORGANIZATIONS APPYLING MUST BE 501(C)(3) ORGANIZATIONS. ABC FOOD BANK 30355 3RD STREET ATHOL ID 83801 NONE PC GENERAL PURPOSE 6100 ALABAMA BAPTIST CHILDRENS HOME 2681 ROCKY RIDGE LANE BIRMINGHAM AL 35216 NONE PC GENERAL PURPOSE 5000 CENTRAL BAPTIST CHURCH 4650 NEW FOUND RD MT OLIVE AL 35117 NONE PC GENERAL PURPOSE 2000 COOPERATIVE DOWNTOWN MINISTRIES 626 2ND AVE N BIRMINGHAM AL 35203 NONE PC GENERAL PURPOSE 25000 GARDENDALE FIRST BAPTIST CHURCH 316 MOUNTAIN CREST PKWY GARDENDALE AL 35071 NONE PC GENERAL PURPOSE 5000 VICIOUS SPORTS ACADEMY 1639 QUAIL RIDGE GARDENDALE AL 35071 NONE PC GENERAL PURPOSE 5000 48100 0 14 119 14 22989 18 411881 0 434989 0 434989 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3000 0 3000 SCHWAB ACCOUNT #7173 AT COST 1121829 1228789 INVESTMENT MANAGEMENT FEES 11995 11995 0 FEDERAL TAXES 800 0 0