2025-02-28T14:55:27-06:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2024-01-01 472141038 FRED AND BECKY WILSON FOUNDATION FRED 4325536202 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 FRED WILSON DIRECTOR 4325536202 2025-02-21 1 1 ELIZABETH BLACKBURN CPA P01589987 9133382727 2025-02-21 2024 2025-03-06 01:10:19Z X 956627 X X 98 98 25465 25465 44098 159434 44098 69661 69661 0 0 0 1180 0 1180 497 497 0 8645 8645 0 10322 9142 1180 47000 47000 57322 9142 48180 12339 60519 31272 13409 13409 31903 36834 35550 616353 597969 813850 53137 96792 93818 732665 745004 956627 0 0 X 732665 745004 732665 745004 732665 745004 732665 12339 0 745004 0 745004 CHARLES SCHWAB - 9797 P 710 703 7 7 CHARLES SCHWAB - 9797 P 158724 114633 44091 44091 44098 841 0 841 0 841 661 0 0 0 661 0 180 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 0 N/A FRED WILSON 4325536202 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRED O WILSON 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 DIRECTOR 5.00 0 0 0 REBECCA S WILSON 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 DIRECTOR 5.00 0 0 0 BENJAMIN J WILSON 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 DIRECTOR 5.00 0 0 0 REBECCA E WILSON 4779 MORRIS RANCH ROAD FREDERICKSBURG TX 78624 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 CASH CONTRIBUTIONS TO FREDERICKSBURG CHURCH OF CHRIST, A TAX EXEMPT ORGANIZATION AS DESCRIBED IN IRC SEC 501(A), FOR GENERAL MINISTRY. 36400 CASH CONTRIBUTIONS TO FREDERICKSBURG THEATER COMPANY, A TAX EXEMPT ORGANIZATION AS DESCRIBED IN IRC SEC 501 (A), FOR SCHOLARSHIPS FOR DISADVANTAGED CHILDREN TO ATTEND CLASSES. 10350 CASH CONTRIBUTIONS TO FREDERICKSBURG ACEDEMIC BOOSTER, A TAX EXEMPT ORGANIZATION AS DESCRIBED IN IRC SEC 501(A) FOR EDUCATION FUNDING. 50 CASH CONTRIBUTIONS TO FREDERICKSBURG CHURCH OF CHRIST, A TAX EXEMPT ORGANIZATION AS DESCRIBED IN IRC SEC 501(A), FOR HEART HEALTH RESEARCH. 200 0 928548 27664 0 956212 0 0 956212 14343 941869 47093 47093 841 841 46252 0 46252 0 46252 48180 0 48180 46252 0 0 1180 5232 43753 3008 17117 70290 48180 0 0 0 46252 1928 0 0 72218 0 0 0 0 0 0 1180 71038 5232 43753 3008 17117 1928 X FREDERICKSBURG CHURCH OF CHRIST 507 NORTH LLANO STREET FREDERICKSBURG TX 78624 FOR GENERAL MINISTRY 36400 FREDERICKSBURG THEATER COMPANY 1668 S US HIGHWAY 87 FREDERICKSBURG TX 78624 PROVIDE SCHOLARSHIPS TO ATTEND CLASSES 10350 AMERICAN HEART SW 7272 GREENVILLE AVE DALLAS TX 75231 TO FUND HEART ASSOCIATION 200 FREDERICKSBURG ACEDEMIC BOOSTERS PO BOX 1171 FREDERICKSBURG TX 78624 TO FUND THE BOOSTER FOR ACEDEMICS 50 47000 0 14 98 14 25465 18 44098 0 69661 0 69661 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 1180 0 1180 VANGUARD SHORT TERM INVT GRATDE ADMIRAL 31364 30447 VANGUARD INTERMEDIATE TERM CORP BOND ET 35454 33392 SPDR SHORT TERM CORPORATE BOND 29974 29979 ISHARES S&P INDEX 52004 146581 BERKSHIRE HATHAWAY CI B 24745 73885 VANGUARD FTSE DEVELOPED MARKETS 80177 101904 VANGUARD MID CAP 32313 68410 ISHARES MSCI EMERGING MARKETS 41196 46058 DFA US MICRO CAP FD 19167 28541 DFA US SMALL CAP VALUE PORT 19872 30594 ISHARES MSCI EAFE SMALL CAP INDEX 17379 22478 SCHWAB US REIT 41462 44268 VANGUARD INTRM-TERM GRADE ADMIRAL 23994 21645 VANGUARD TOTAL BND MRKT ETF 229436 207460 VANGUARD TOTAL STOCK MKT VI 16224 22026 36834 35550 0 0 CP INVESTMENT FEES 8645 8645 0 FOREIGN TAX PAID 497 497 0