2025-07-14T10:52:53-05:00 2024-09-30 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-10-01 431833001 SPAULDING FAMILY FOUNDATION C/O CHARLES SPAULDING III SPAU 9133625326 5831 OAKWOOD RD SHAWNEE MISSION KS 66208 CHARLES SPAULDING III TRUSTEE 9133625326 2025-07-08 1 0 CASSANDRA TREMONTI CPA P01353091 8165259699 2025-07-08 2023 2025-03-06 01:10:19Z X 3163380 X X 92342 92342 75789 483848 75789 23886 23886 192017 192017 0 0 0 8952 8952 0 30083 30083 0 10087 0 0 279 0 0 49401 39035 0 154120 154120 203521 39035 154120 -11504 152982 28838 1506 1506 80996 190896 190896 1566434 1479675 2031947 336320 388714 388714 543903 550317 550317 2556491 2611108 3163380 0 0 X 2556491 2611108 2556491 2611108 2556491 2611108 2556491 -11504 66121 2611108 0 2611108 SHORT TERM STOCKS 2024-01-01 2024-09-30 82916 90344 -7428 -7428 LONG TERM STOCKS 2023-01-01 2024-09-30 400932 317715 83217 83217 75789 2126 0 2126 0 2126 6360 0 0 0 6360 X 56 4178 4178 0 0 0 0 0 0 0 0 0 1 1 0 1 1 KS 1 0 0 0 0 1 N/A CHARLES SPAULDING III 9133625326 5831 OAKWOOD RD SHAWNEE MISSION KS 66208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES SPAULDING III 5831 OAKWOOD RD SHAWNEE MISSION KS 66208 PRES/SEC/TREAS 5.00 0 0 0 SUSAN SPAULDING 5831 OAKWOOD RD SHAWNEE MISSION KS 66208 VICE PRES 10.00 0 0 0 NONE 0 NONE 0 0 2835932 151118 0 2987050 0 0 2987050 44806 2942244 147112 147112 2126 625 2751 144361 0 144361 0 144361 154120 0 154120 144361 0 0 17542 39853 100862 50436 55879 264572 154120 0 0 0 144361 9759 0 0 274331 0 0 0 0 0 0 17542 256789 39853 100862 50436 55879 9759 X 7TH CHURCH 604 W 47TH STREET KANSAS CITY MO 64112 NONE CHARITY CHARITABLE ORGANIZATION 4570 ABILITY KC 3011 BALTIMORE AVE KANSAS CITY MO 64108 NONE CHARITY CHARITABLE ORGANIZATION 6000 ADVENTURE UNLIMITED 5201 S QUEBEC STREET GREENWOOD VILLAGE CO 80111 NONE CHARITY CHARITABLE ORGANIZATION 5000 CAMP NEWFOUND OWATONNA 4 CAMP NEWFOUND RD HARRISON ME 04040 NONE CHARITY CHARITABLE ORGANIZATION 25000 COLORADO 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NONE CHARITY CHARITABLE ORGANIZATION 300 TURNING POINT 8900 STATE LINE ROAD 240 LEAWOOD KS 66206 NONE CHARITY CHARITABLE ORGANIZATION 100 FIRST TEE OF GREATER KANSAS CITY 9401 NALL AVENUE SUITE 102 PRAIRIE VILLAGE KS 66207 NONE CHARITY CHARITABLE ORGANIZATION 300 FRIENDS OF THE SMITHONIAN PO BOX 37012 MRC 712 WASHINGTON DC 200137012 NONE CHARITY CHARITABLE ORGANIZATION 90 GRACE EPISCOPAL CHURCH 520 RTE 291 LIBERTY MO 64068 NONE CHARITY CHARITABLE ORGANIZATION 100 HARVESTER'S 3801 TOPPING AVENUE KANSAS CITY MO 64129 NONE CHARITY CHARITABLE ORGANIZATION 300 OMEGA CHI CHAPTER-FRATERNITY OF PHI GAMMA DELTA 2341 N MAPLE AVENUE CHAPMAN UNIVERSITY ORANGE CA 92803 NONE CHARITY CHARITABLE ORGANIZATION 5000 ST ANDREW'S EPISCOPAL CHURCH 6401 WORNAL TERRACE KANSAS CITY MO 64113 NONE CHARITY CHARITABLE ORGANIZATION 100 THE KANSAS CITY BALLET 9415 NALL AVE SUITE 101 PRAIRIE VILLAGE KS 66207 NONE CHARITY CHARITABLE ORGANIZATION 100 UNION STATION KC INC 30 W PERSHING ROAD KANSAS CITY MO 64108 NONE CHARITY CHARITABLE ORGANIZATION 250 UNIVERSITY OF KANSAS HEALTH SYSTEM 4000 CAMBRIDGE STREET KANSAS CITY KS 66160 NONE CHARITY CHARITABLE ORGANIZATION 100 VETERANS OF FOREIGN WARS 406 W 34TH STREET KANSAS CITY MO 64111 NONE CHARITY CHARITABLE ORGANIZATION 100 154120 0 92342 23886 75789 0 0 192017 192017 3 N/A 4 N/A 7 N/A 8 N/A 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8952 8952 0 BONDS 388714 388714 STOCK 1479675 2031947 OTHER INVESTMENTS AT COST 550317 550317 MISCELLANEOUS EXPENSES 246 0 0 BANK FEES 33 0 0 DYAL IV OFFSHORE INVESTORS LP -36 -36 -36 FREG BRIANWOOD ASSOCIATES, LLC -95 -95 -95 FREG CROSS CREEK COVE ASSOCIATES 1158 1158 1158 GREENBACKER RENEWABLE ENERGY COMPANY LLC -270 -270 -270 MERIT CAPITAL FUND VII, LP -4131 -4131 -4131 FM REIT OPERATING PARTNERSHIP -512 -512 -512 MONROE CAPITAL PRIVATE CREDIT FUND III LP 19432 19432 19432 SENECA CAPITAL INCOME REAL ESTATE 8564 8564 8564 MISC INCOME -224 -224 -224 CONTRIBUTIONS 66121 MANAGEMENT FEES 30083 30083 0 FEDERAL TAXES PAID 10087 0 0