2025-02-17T15:08:37-06:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2024-01-01 833318104 THE SCHRAM FAMILY FOUNDATION SCHR 6514942054 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 LEE J SCHRAM PRESIDENT/ TREASURER/ DIRECTOR 6514942054 2025-02-17 1 1 BENJAMIN M HAKE CPA P01270403 9133382727 2025-02-17 2024 2025-03-06 01:10:19Z X 2482108 X 198369 309 309 46502 46502 47100 88399 47100 292280 93911 0 0 0 1500 0 1500 7758 7758 0 1698 650 0 10956 8408 1500 189500 189500 200456 8408 191000 91824 85503 84416 19628 19628 226958 225130 227541 1261327 1252403 2234939 1572701 1497161 2482108 0 0 X 0 0 0 0 1572701 1497161 1572701 1497161 1572701 1497161 1572701 91824 0 1664525 167364 1497161 INVSC S P 500 EQUAL WEIGHT ETF 2014-11-07 2024-04-01 88399 41299 47100 47100 47100 1188 0 1188 0 1188 1100 0 0 0 1100 2 90 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 0 0 1 N/A LEE J SCHRAM 6514942054 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEE J SCHRAM 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 PRESIDENT/ TREASURER/ DIRECTOR 2.50 0 0 0 CAROLE A SCHRAM 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 SECRETARY/ DIRECTOR 0.25 0 0 0 ELIZABETH SCHRAM 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 2222313 64285 0 2286598 0 0 2286598 34299 2252299 112615 112615 1188 1188 111427 0 111427 0 111427 191000 0 191000 111427 0 0 5423 65316 70739 191000 0 0 0 111427 79573 0 0 150312 0 0 0 0 0 0 0 150312 5423 65316 79573 LEE J SCHRAM CAROLE A SCHRAM X AMERICAN FOUNDATION FOR SUICIDE PREVENTION (AFSP) 120 WALL STREET 22ND FLOOR NEW YORK NY 10005 PC GENERAL PURPOSE CONTRIBUTION 1000 BUCKS COUNTY HERALD FOUNDATION 875 N EASTON RD SUITE B-1 DOYLESTOWN PA 18902 PC GENERAL PURPOSE CONTRIBUTION 500 COMMUNITY RESOURCE SERVICES 33479 LAKE RD C AVON LAKE OH 44012 PC GENERAL PURPOSE CONTRIBUTION 1500 LEGACY OF LIFE FOUNDATION 25 S MAIN ST YARDLEY PA 19067 PC GENERAL PURPOSE CONTRIBUTION 1000 PLAYHOUSE ARTISTS 12 W MECHANIC ST APT 2C NEW HOPE PA 18938 PC GENERAL PURPOSE CONTRIBUTION 65000 SISTERS OF LIFE 38 MONTEBELLO RD SUFFERN NY 10901 PC GENERAL PURPOSE CONTRIBUTION 2500 ST BALDRICK'S FOUNDATION 1333 SOUTH MAYFLOWER AVENUE MONROVIA CA 91016 PC GENERAL PURPOSE CONTRIBUTION 5000 ST IGNATIUS HIGH SCHOOL 1911 W 30TH STREET CLEVELAND OH 44113 PC GENERAL PURPOSE CONTRIBUTION 50000 ST MARTIN OF TOURS 1 RIVERSTONE CIRCLE NEW HOPE PA 18937 PC GENERAL PURPOSE CONTRIBUTION 17500 TRUSTEES OF UNIVERSITY OF PENNSYLVANIA 3800 SPRUCE ST PHILADELPHIA PA 19104 PC FRIENDS OF PENN VET 500 TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC GENERAL PURPOSE CONTRIBUTION 5000 YOUNG CATHOLIC PROFESSIONALS 13155 NOEL RD SUITE 900 DALLAS TX 18902 PC GENERAL PURPOSE CONTRIBUTION 40000 189500 0 14 309 14 46502 18 47100 0 93911 0 93911 0 0 0 0 0 0 0 0 0 0 X X 1 CAROLE A SCHRAM 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 198369 X 1 1895 SHARES OF ISHARES S&P 500 GROWTH ETF 198369 2024-12-24 ACCOUNTING FEES 1500 0 1500 225130 227541 0 0 ISHARES 3-7 YEAR TRERY AT COST 35403 32470 SPDR INDEX SHARES EMERG AT COST 78962 83647 SPDR PORTFOLIO DVLPD AT COST 65772 84301 VANGUARD LARGE CAP ETF AT COST 382450 779703 VANGUARD MID CAP ETF AT COST 194830 320390 DFA INTERNATIONAL SMALL AT COST 40634 41290 DIMENSIONAL U S TARGETED AT COST 100755 200844 WSDMTREE EMRG MKTS AT COST 23678 24411 ISHARES S&P 500 GROWTH AT COST 43294 269055 VANGUARD ITM-TERM AT COST 149891 133226 DIMENSIONAL U S SMALL AT COST 95436 173606 INVSC S P 500 EQUAL AT COST 41298 91996 UNREALIZED GAIN ON DONATED SECURITIES 167364 INVESTMENT MANAGEMENT FEES 7758 7758 0 LEE CAROLE SCHRAM 5530 CARVERSVILLE ROAD DOYLESTOWN PA 18902 FEDERAL TAXES PAID 1048 0 0 FOREIGN TAXES PAID 650 650 0