2024-03-14T11:36:11-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2023-01-01 846866357 CODD FAMILY FOUNDATION CODD 9257085918 4705 ALPES WAY RENO NV 89511 RONALD CODD TRUSTEE 9252564252 2024-03-14 1 RONALD CODD 999009999 0 EMILY HANOVER CPA P01919277 9133382727 2024-03-12 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 10768491 X X 198496 198496 118795 749045 118795 317291 317291 0 0 0 1150 0 1150 31494 0 0 989 989 0 33633 989 1150 478500 478500 512133 989 479650 -194842 316302 2463283 258228 258228 991995 0 0 622900 618040 7305564 448895 3463183 3204699 4527073 4339451 10768491 0 119314 0 119314 X 0 0 0 0 4527073 4220137 4527073 4220137 4527073 4339451 4527073 -194842 3400 4335631 115494 4220137 FIDELITY ACCOUNT #8100 P 2023-12-31 526316 522334 3982 3982 FIDELITY ACCOUNT #8100 P 2023-12-31 100949 107250 -6301 -6301 FIDELITY ACCOUNT #8100 P 2023-12-31 116160 666 115494 115494 CAPITAL GAINS DIVIDENDS P 5620 5620 5620 118795 4397 0 4397 0 4397 10660 0 0 0 10660 0 6263 4400 1863 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 N/A THE FOUNDATION 9257085918 4705 ALPES WAY RENO NV 89511 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RONALD E CODD 4705 ALPES WAY RENO NV 89511 TRUSTEE 0.25 0 0 0 SUSAN T CODD 4705 ALPES WAY RENO NV 89511 TRUSTEE 0.25 0 0 0 ALEXIS M CODD 4705 ALPES WAY RENO NV 89511 TRUSTEE 0.25 0 0 0 RYAN P CODD 4705 ALPES WAY RENO NV 89511 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 9692128 837084 200000 10729212 0 0 10729212 160938 10568274 528414 528414 4397 4397 524017 0 524017 0 524017 479650 0 479650 524017 471909 0 0 479650 471909 0 0 7741 0 0 0 0 0 0 0 0 516276 0 0 0 RONALD E CODD SUSAN T CODD X ADVENTURE SCIENTISTS PO BOX 1834 BOZEMAN MT 59771 PC GENERAL DONATION 3000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 PC HEALTH RESEARCH 6000 BIG BROTHERS BIG SISTERS OF NORTHERN NV 1300 FOSTER DR STE 210 RENO NV 89509 PC PROVIDE GUIDANCE TO CHILDREN OF SINGLE PARENTS 10000 CHILDREN'S CABINET 1090 SOUTH ROCK BLVD RENO NV 89502 PC GENERAL DONATION 10000 COMMUNITY FOUNDATION OF N NEVADA 50 WASHINGTON ST SUITE 300 RENO NV 89503 PC WOMEN'S GIVING CIRCLE 10000 EDDY HOUSE 888 WILLOW ST RENO NV 89502 PC GENERAL DONATION 10000 FISHER CENTER FOR ALZHEIMERS RESEARCH FOUNDATION FDR STATION PO BOX 220 NEW YORK NY 10150 PC GENERAL DONATION 5500 HEART TO HEART INTERNATIONAL PO BOX 15566 LENEXA KS 66285 PC UKRAINE - RESTRICTED DONATION 60000 HIRE HEROS USA 1360 UNION HILL RD STE 2A ALPHARETTA GA 30004 PC GENERAL DONATION 6000 NEVADA MUSEUM OF ART 160 WEST LIBERTY ST RENO NV 89501 PC DIRECTOR LEVEL SPONSORSHIP 10000 NEVADA NCORP 1750 E DESERT INCC RD LAS VEGAS NV 89169 PC GENERAL DONATION 10000 NORTHERN NEVADA HOPES 580 W 5TH ST RENO NV 89503 PC CAPITAL CAMPAIGN FOR CARES CAMPUS CLINIC 150000 NOVA UKRAINE 3277 S WHITE RD PMB 8475 SAN JOSE CA 95148 PC GENERAL DONATION 10000 PBS 1670 N VIRGINIA ST RENO NV 89503 PC GENERAL DONATION 5000 RECOVERY CAFE 80 SOUTH 5TH ST SAN JOSE CA 95112 PC SHANNON CLARK CHALLENGE GRANT MATCH 5000 SEMPER FI & AMERICA'S FUND 825 COLLEGE BLVD STE 102 OCEANSIDE CA 92057 PC GENERAL DONATION 10000 SKY TAVERN 21130 MT ROSE HWY RENO NV 89511 PC REDRIVE MAIN SKI LIFT - RESTRICTED DONATION 65000 THE DISCOVERY MUSEUM 490 SOUTH CENTER ST RENO NV 89501 PC GENERAL DONATION 10000 UAHOUSE 11290 POINT E DR STE 215 RANCHO CORDOVA CA 95742 PC GENERAL DONATION 10000 VETERANS GUEST HOUSE 880 LOCUST ST RENO NV 89502 PC GENERAL DONATION 5000 VOA- NCNN 3434 MARCONI AVE SACRAMENTO CA 95821 PC FOR USE IN NV ONLY - RESTRICTED DONATION 5000 WILD HORSE CONNECTION 10045 COLEMAN LANE STAGECOACH NV 89429 PC GENERAL DONATION 3000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE 7TH FLR WASHINGTON DC 20001 PC UKRAINE - RESTRICTED DONATION 60000 478500 0 14 198496 18 118795 FEDERAL REFUND 0 317291 0 317291 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1150 0 1150 NOT REQURIED. CORPORATE STOCKS 618040 7305564 MUTUAL FUNDS AT COST 3263183 3004699 TDC HOSPITALITY SUMMIT, LLC AT COST 200000 200000 SALE OF 600 SHS OF VEEVA SYSTEMS INC. PENDING SETTLEMENT AS OF 12/31/2023 115494 DUES AND SUBSCRIPTIONS 598 598 0 TRANSACTION COSTS 391 391 0 UNITED STATES TREASURY BOND ADJUSTMENTS 3400 OPTIONS 0 119314 RONALD E AND SUSAN T CODD 4705 ALPES WAY RENO NV 89511 FEDERAL TAXES PAID 31494 0 0