2026-03-25T10:04:22-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2025-01-01 872873697 GREENFISH FOUNDATION GREE 5413800067 PO BOX 1130 HOOD RIVER OR 97031 JEFFREY FISHER PRESIDENT 5413800067 2026-03-25 1 EMILY HANOVER CPA P01919277 9133382727 2026-03-24 2025 2025-03-06 01:10:19Z X 5304805 X X 122772 121192 201110 872316 201110 323882 322302 0 0 0 1300 0 1300 25142 25142 0 865 865 0 15996 2338 0 308 0 308 43611 28345 1608 234512 234512 278123 28345 236120 45759 293957 50127 35593 35593 1245094 1054836 1107210 2972766 3265489 4161675 0 327 327 4267987 4356245 5304805 0 0 X 0 0 0 0 4267987 4356245 4267987 4356245 4267987 4356245 4267987 45759 44069 4357815 1570 4356245 CHARLES SCHWAB ACCOUNT #0830 2025-12-31 872316 671206 201110 201110 201110 4086 0 4086 0 4086 1160 0 0 0 1160 X 92 3018 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 N/A J A FISHER 5413800067 PO BOX 1130 HOOD RIVER OR 97031 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEFFREY A FISHER 1022 NINA LANE HOOD RIVER OR 97031 DIR, PRES, SEC, TREAS 1.00 0 0 0 ALISSA J GREENWOOD 1022 NINA LANE HOOD RIVER OR 97031 DIR 1.00 0 0 0 NONE 0 NONE 0 0 5028219 14944 0 5043163 0 0 5043163 75647 4967516 248376 248376 4086 4086 244290 1000 245290 0 245290 236120 0 236120 245290 211228 0 0 236120 211228 0 0 24892 0 0 0 0 0 0 0 0 220398 0 0 0 JEFFREY A FISHER X ADOPT A DOG INC 3910 HERON DR HOOD RIVER OR 97031 PC GENERAL PURPOSE 2500 ARTS IN EDUCATION OF THE GORGE 1009 EUGENE ST HOOD RIVER OR 97031 PC GENERAL PURPOSE 5000 COLUMBIA ARTS 215 CASCADE AVE HOOD RIVER OR 97031 PC GENERAL PURPOSE 7500 COLUMBIA GORGE CASA 1308 12TH ST HOOD RIVER OR 97031 PC GENERAL PURPOSE 7500 COLUMBIA GORGE CAT RESCUE INC PO BOX 486 LYLE WA 98635 PC GENERAL PURPOSE 1000 COLUMBIA GORGE CHILDRENS ADVOCACY CENTER 206 WASCO LOOP HOOD RIVER OR 97031 PC GENERAL PURPOSE 5000 COLUMBIA GORGE COMMUNITY COLLEGE FOUNDATION 400 E SCENIC DR BULDING 1 THE DALLES OR 97058 PC GENERAL PURPOSE 5000 COLUMBIA LAND TRUST 850 OFFICERS ROW VANCOUVER WA 98661 PC GENERAL PURPOSE 2500 COLUMBIA RIVERKEEPER PO BOX 950 HOOD RIVER OR 97031 PC GENERAL PURPOSE 5000 CRATES POINT 5000 DISCOVERY DR THE DALLES OR 97058 PC GORGE ECOLOGY OUTDOORS 2500 CULTURESEED PO BOX 1861 WHITE SALMON WA 98672 PC GENERAL PURPOSE 2500 FISH FOOD BANK 1767 12TH ST 147 HOOD RIVER OR 97031 PC GENERAL PURPOSE 7334 FRIENDS OF OAK GROVE PARK 1767 12TH ST 334 HOOD RIVER OR 97031 PC GENERAL PURPOSE 1000 FRIENDS OF THE COLUMBIA GORGE LAND TRUST 123 NE 3RD AVE STE 108 PORTLAND OR 97232 PC GENERAL PURPOSE 5000 FRIENDS OF THE COLUMBIA GORGE 123 NE 3RD AVE STE 108 PORTLAND OR 97232 PC GENERAL PURPOSE 2500 GORGE COMMUNITY FOUNDATION 408 CASCADE AVE HOOD RIVER OR 97031 PC GENERAL SUPPORT; JAMES MACMILLAN MUSIC AWARD FUND 7500 GORGE ECUMENICAL MINISTRIES 2149 CASCADE AVE STE 106A PMB 635 HOOD RIVER OR 97031 PC BOOKS FOR KIDS COLUMBIA GORGE 2500 GORGE GROWN FOOD NETWORK 203 2ND ST HOOD RIVER OR 97031 PC GENERAL PURPOSE 5000 HELPING HANDS AGAINST VIOLENCE INC PO BOX 441 HOOD RIVER OR 97031 PC GENERAL PURPOSE 7500 HOOD RIVER COUNTY CHRISTMAS PROJECT PO BOX 872 HOOD RIVER OR 97031 PC GENERAL PURPOSE 5000 HOOD RIVER COUNTY LIBRARY FOUNDATION INC 502 STATE ST HOOD RIVER OR 97031 PC GENERAL PURPOSE 5000 HOOD RIVER COUNTY SCHOOL DISTRICT FOUNDATION INC 1011 EUGENE ST HOOD RIVER OR 97031 PC GENERAL PURPOSE 15045 HOOD RIVER SENIOR CITIZENS INC 2010 STERLING PLACE HOOD RIVER OR 97031 PC GENERAL PURPOSE 5000 HOOD RIVER VALLEY PARKS & RECREATION FOUNDATION PO BOX 336 HOOD RIVER OR 97031 PC GENERAL PURPOSE 15000 IMMIGRATION COUNSELING SERVICE INC 519 SW PARK AVE 610 PORTLAND OR 97031 PC HOOD RIVER OFFICE OPERATIONS SUPPORT 10000 MID-COLUMBIA CHILDRENS COUNCIL INC 1100 E MARINA WAY STE 215 HOOD RIVER OR 97031 PC GENERAL PURPOSE 5000 MID-COLUMBIA COMMUNITY ACTION COUNCIL INC 2505 W 7TH ST THE DALLES OR 97058 PC GENERAL PURPOSE 7500 NEXT DOOR INC 965 TUCKER RD HOOD RIVER OR 97031 PC GENERAL PURPOSE 15295 ONE COMMUNITY HEALTH LA CLINICA DEL CARINO FAMILY HEALTH 1040 WEBBET ST THE DALLES OR 97058 PC GENERAL PURPOSE 9838 OREGON FOOD BANK 7900 NE 33RD DR PORTLAND OR 97211 PC COLUMBIA GORGE FOOD BANK 10000 PORTLAND IMMIGRANT RIGHTS COALITION PO BOX 13434 PORTLAND OR 97213 PC GENERAL PURPOSE 10000 PROVIDENCE HOOD RIVER MEMORIAL HOSPITAL FOUNDATION 810 12TH ST HOOD RIVER OR 97031 PC SUNSHINE CLUB 10000 ROWENA WILDLIFE CLINIC 6900 US-30 MOSIER OR 97040 PC GENERAL PURPOSE 2500 RURAL OPERATING PROJECT PO BOX 664 COTTAGE GROVE OR 97424 PC HOOD RIVER LATINO NETWORK 5000 THRIVE HOOD RIVER PO BOX 1544 HOOD RIVER OR 97031 PC GENERAL PURPOSE 2500 WASHINGTON GORGE ACTION PROGRAMS 115 W STEUBEN ST BINGEN WA 98605 PC GENERAL PURPOSE 7500 WESTSIDE ELEMENTARY PTO 3685 BELMONT DR HOOD RIVER OR 97031 PC NEW PLAYGROUND FUND 10000 234512 0 14 122772 18 201110 0 323882 0 323882 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1300 0 1300 NOT REQUIRED. CHARLES SCHWAB ACCOUNT #0830 - FIXED INCOME 1054836 1107210 CHARLES SCHWAB ACCOUNT #0830 - EQUITIES AT COST 158045 394933 CHARLES SCHWAB ACCOUNT #0830 - EXCHANGE TRADED FUNDS AT COST 2607444 3266742 CHARLES SCHWAB ACCOUNT #0830 - ALTERNATIVE INVESTMENTS AT COST 500000 500000 DIVIDENDS RECEIVABLE 327 327 COST BASIS ADJUSTMENTS - NO TAX EFFECT 1570 DELAWARE ANNUAL FILING 308 0 308 UNREALIZED GAIN ON GRANTS MADE IN-KIND 43069 RECOVERIES OF AMOUNTS TREATED AS QUALIFYING DISTRIBUTIONS 1000 INVESTMENT MANAGEMENT FEES 25142 25142 0 JEFFREY A FISHER 1022 NINA LANE HOOD RIVER OR 97031 FOREIGN TAX 2338 2338 0 FEDERAL TAX 13658 0 0