2024-02-02T11:31:04-06:00 2023-09-30 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2022-10-01 770443853 AMERICAN WORKERS INSTITUTE AMER 4082003500 236 NORCIA LOOP LIBERTY HILL TX 78642 BRAD GORDON PRESIDENT 4082003500 2024-01-30 1 BRAD GORDON XXX-XX-XXXX 1 MEGAN MALLEN CPA P00787170 9133382727 2024-01-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 822811 X X 73 73 73 17952 17952 17952 -10970 144727 0 0 7055 18025 18025 1589 0 0 1589 6200 0 0 6200 1200 120 0 1080 7313 7313 7313 0 139 0 0 0 550 25 25 525 16991 7458 7338 9394 0 0 16991 7458 7338 9394 -9936 10567 10687 21666 24212 24212 594821 582347 798599 616487 606559 822811 7781 7789 7781 7789 X 275251 275251 0 0 333455 323519 608706 598770 616487 606559 608706 -9936 0 598770 0 598770 PUBLICLY TRADED SECURITIES - LONG-TERM 2001-10-01 2023-09-30 54816 60520 -5704 -5704 PUBLICLY TRADED SECURITIES - SHORT-TERM 2022-10-01 2023-09-30 89464 95177 -5713 -5713 CAPITAL GAINS DIVIDENDS P 447 447 447 -10970 -5713 147 0 147 0 147 0 0 0 0 0 0 147 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 WWW.AWINSTITUTE.ORG BRAD GORDON 4082003500 236 NORCIA LOOP LIBERTY HILL TX 78642 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRAD GORDON 236 NORCIA LOOP LIBERTY HILL TX 78642 DIRECTOR 1.00 1589 0 0 LAURA GORDON 236 NORCIA LOOP LIBERTY HILL TX 78642 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 THE EXEMPT ORGANIZATION'S PROGRAMS ARE DESIGNED AND DEVELOPED TO ENABLE INDIVIDUALS TO INTERACT SUCCESSFULLY WITH ALL LEVELS OF CLIENT OPERATIONAL MANAGEMENT. THE ORGANIZATION WORKED EXTENSIVELY WITH 3 INDIVIDUALS AND ENTREPENEURS AND PREPARED THEM FOR ENTERING THE WORK FORCE AGAIN OR LAUNCHING A BUSINESS THAT WOULD CREATE JOBS FOR OTHER INDIVIDUALS. 9394 0 800110 20438 0 820548 0 0 820548 12308 808240 40412 X 9394 0 9394 0 0 2019 2020 2021 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2009-12-13 X 10687 19735 21834 21360 73616 9084 16775 18559 18156 62574 9394 27995 25409 18634 81432 0 0 0 0 0 9394 27995 25409 18634 81432 606559 616487 643109 654125 2520280 606559 616487 643109 654125 2520280 0 0 0 0 0 X 0 0 14 73 14 17952 18 -10970 0 7055 0 7055 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 1200 120 0 1080 990-PF PART VII-B LINE 1A(4) PART VII-B 1A(4) - THE COMPENSATION TO DISQUALIFIED PERSON IS PAID TOBRAD GORDON, THE PRESIDENT OF THE FOUNDATION AND LISA ANDERSON, ANEMPLOYEE, FOR SERVICES RENDERED TO THE FOUNDATION. INVESTMENTS AT COST 582347 798599 BANK SERVICE CHARGES 25 25 25 0 CA REGISTRY OF CHARITABLE TRUST FEES 525 0 0 525 INVESTMENT MANAGEMENT FEES 7313 7313 7313 0 FEDERAL EXCISE TAX 139 0 0 0