2024-08-21T13:48:11-04:00 2024-06-30 823783607 ALLIED TAX PLANNERS 7300 JOHNSTON ROAD SUITE B PLEASANTON CA 94588 990PF 2023-07-01 208044589 THE CONIFER ALLIANCE FOUNDATION TRUST CONI 6502690164 297 QUINNHILL ROAD LOS ALTOS CA 94024 GERRY LAWRENCE EXC. TRUSTEE 6502690164 2024-08-07 true false BRADLEY L HAUPT EA P00563075 5108862937 2024-08-07 X 2023 2024-08-08 14:25:15Z X 479744 X 130480 52 52 52 37256 37256 37256 167788 37308 37308 15000 15000 1595 8000 8000 25 71 71 24691 0 23071 0 0 24691 0 23071 143097 37308 37308 10355 10213 10213 158793 317030 317031 152500 152500 152500 321648 479743 479744 0 X 169148 327243 152500 152500 321648 479743 321648 479743 321648 143097 15221 479966 223 479743 2007-09-12 519 519 519 X 11 530 false false false false false false false true true CA true true false false false true CONIFERALLIANCE.COM GERRY LAWRENCE 6502690164 297 QUINHILL AVE LOS ALTOS CA 94024 false false false false false false false false false false false false false false false false false false false false MARGOT LAWRENCE BOX 3081 LOS ALTOS CA 94024 TRUSTEE/SECR 3.00 0 0 0 GERRY LAWRENCE 297 QUINHILL AVE LOS ALTOS CA 94024 EXC. TRUSTEE 4.00 15000 0 0 NONE NONE MR. LAWRENCE PROVIDED FREE FINANCIAL EDUCATION FOR MANY PEOPLE REGARDING RISK MANAGEMENT, FINANCIAL PLANNING, TAX PLANNING, REAL ESTATE AND RETIREMENT PLANNING. THE PUBLIC BENEFITED GREATLY DUE TO: 1. THE NORMAL COST OF GETTING SUCH ADVICE. 2. THE DEVASTATING CONSEQUENCES OF MAKING BAD DECISIONS REGARDING THEIR LIMITED RESOURCES. 3. THE TAX SAVINGS AND GROWTH POSSIBLE THROUGH A COORDINATED APPROACH TO FINANCIAL AND RETIRMENT PLANNING. 4. THE PEACE OF MIND DUE TO HAVING COMPARED MANY OPTIONS AND FINALLY UNDERSTANDING CLEARLY WHY ONE APPROACH IS BETTER THAN ANOTHER. THE PUBLIC WHICH WAS SERVED BY THE FOUNDATION PAID NOTHING FOR IT AND WILL HOPEFULLY REFER OTHERS TO THE FOUNDATION. THIS APPROACH NOT ONLY BENEFITS THE PUBLIC BUT ALSO LESSENS THE BURDEN OF GOVERNMENT IN LOOKING AFTER OUR ELDERLY BY PROVIDING A SAFETY NET. 23071 N/A 312971 25996 152500 491467 491467 7372 484095 24205 X 23071 23071 23071 23071 23071 2007-09-12 X 24205 7829 14312 7928 54274 20574 6655 12165 6739 46133 23071 15000 4119 42190 23071 15000 4119 42190 16137 5219 9947 8587 39890 X 14 52 14 37256 37308 37308 false false false false false false false false false false X X 1 GERRY AND MARGARET LAWRENCE BOX 3081 LOS ALTOS CA 94024 130480 X 1 2000S MAGELLAN MIDSTREAM STOCK 130480 2023-08-11 INDIRECT ACCOUNTING FEES 1595 MOBILE PAGES 7/2013 @ 6% 32000 32000 MOBILE PAGES 7/2013 @ 6% 18000 18000 MPBILE PAGES 10/2013 @ 6% 2500 2500 MOBILE PAGES 8/15/14 10000 10000 MOBILE PAGES 9/4/2014 5000 5000 MOBILE PAGES 9/29/14 5000 5000 MOBILE PAGES 10/14/14 5000 5000 TANZLE, INC. 12/18/14 25000 25000 TANZLE INC. 7/1/14 50000 50000 SCHWAB 317030 317031 FEDERAL PRIOR YEAR TAXES 223 EXPENSES POST OFFICE BOX OFFICE SUPPLIES WEBSITE 23 23 PRINTING 23 23 BANK CHARGES 25 25 MARKET FLUCTUATIONS 15221 INDIRECT OTHER PROFESSIONAL FEES 8000 8000 FTB DEPT. OF JUSTICE 25