2024-10-15T12:56:03-05:00 2023-11-30 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2022-12-01 814729827 THE MCCLOY FOUNDATION MCCL 8063381886 4850 SHADY GROVE ROAD GARDENDALE AL 35071 MIKE MCCLOY DIRECTOR 8063381886 2024-10-09 1 0 BENJAMIN M HAKE CPA P01270403 9133382727 2024-10-09 2022 2024-10-15 13:58:12Z X 1078724 X X 45 45 23653 23653 31451 57118 31451 55149 55149 0 0 0 2860 0 2860 10446 10446 0 257 0 0 99 0 99 13662 10446 2959 46500 46500 60162 10446 49459 -5013 44703 -49433 8712 8712 56190 6055 6055 750130 737107 1063957 756887 751874 1078724 0 0 X 0 0 0 0 756887 751874 756887 751874 756887 751874 756887 -5013 0 751874 0 751874 CHARLES SCHWAB ACCT #3735-7173 2015-03-31 2022-12-21 50946 25667 25279 25279 CAPITAL GAINS DIVIDENDS P 6172 6172 6172 31451 621 0 621 0 621 0 0 800 0 800 15 164 164 0 0 0 0 0 0 0 0 0 0 0 1 1 ID 1 0 0 0 0 1 N/A MICHAEL MCCLOY 8063381886 4850 SHADY GROVE ROAD GARDENDALE AL 35071 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL MCCLOY 4850 SHADY GROVE ROAD GARDENDALE AL 35071 DIRECTOR 1.00 0 0 0 JAMIE MCCLOY 4850 SHADY GROVE ROAD GARDENDALE AL 35071 DIRECTOR 1.00 0 0 0 JACOB YAMANE 4850 SHADY GROVE ROAD GARDENDALE AL 35071 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1035731 57884 0 1093615 0 0 1093615 16404 1077211 53861 53861 621 621 53240 0 53240 0 53240 49459 0 49459 53240 42307 0 0 49459 42307 0 0 7152 0 0 0 0 0 0 0 0 46088 0 0 0 MIKE MCCLOY 4850 SHADY GROVE ROAD GARDENDALE AL 35071 8063381886 NO FORMAL REQUIREMENTS. NO SUBMISSION DEADLINE. ORGANIZATIONS APPYLING MUST BE 501(C)(3) ORGANIZATIONS. ABC FOOD BANK 30355 3RD STREET ATHOL ID 83801 NONE PC GENERAL PURPOSE 5000 CHANGE YOUR BRAIN FOUNDATION 3150 BRISTOL STREET SUITE 400 COSTA MESA CA 92626 NONE PC GENERAL PURPOSE 5000 COMMUNITY WORSHIP CENTER PO BOX 845 PERRYTON TX 79070 NONE PC GENERAL PURPOSE 1000 JEFFERSON COUNTY BOARD OF EDUCATION 800 MAIN STREET GARDENDALE AL 35071 NONE PC GENERAL PURPOSE 20000 MARIO MURILLO MINISTRIES PO BOX 408 LAFAYETTE TN 37083 NONE PC GENERAL PURPOSE 15000 ROTARY CLUB OF NORTH JEFFERSON PO BOX 71 GARDENDALE AL 35071 NONE PC GENERAL PURPOSE 500 46500 0 14 45 14 23653 18 31451 0 55149 0 55149 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2860 0 2860 SCHWAB ACCOUNT #7173 AT COST 737107 1063957 BANK SERVICE CHARGES 99 0 99 INVESTMENT MANAGEMENT FEES 10446 10446 0 FEDERAL TAXES 257 0 0