2025-03-19T08:34:57-05:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2024-01-01 846866357 CODD FAMILY FOUNDATION CODD 9257085918 4705 ALPES WAY RENO NV 89511 RONALD CODD TRUSTEE 9252564252 2025-03-18 1 0 EMILY HANOVER CPA P01919277 9133382727 2025-03-18 2024 2025-03-06 01:10:19Z X 12434211 X 728592 211583 211583 563591 883868 563591 -15311 0 1488455 775174 0 0 0 1240 0 1240 407 407 0 1647 407 1240 517000 517000 518647 407 518240 969808 774767 258228 427570 427570 618040 890839 8300262 3463183 3637925 3706379 4339451 4956334 12434211 119314 371301 119314 371301 X 0 0 0 0 4220137 4585033 4220137 4585033 4339451 4956334 4220137 969808 116160 5306105 721072 4585033 FIDELITY ACCOUNT #8100 - OPTIONS P 2024-12-31 312587 -312587 -312587 SERVICENOW INC COM USD0.001, NOW, 81762P102 D 2024-12-20 652668 6580 646088 646088 VEEVA SYSTEMS INC, VEEV, XXX-XX-XXXX D 2024-09-20 206487 1110 205377 205377 CAPITAL GAINS DIVIDENDS P 24713 24713 24713 563591 10769 0 10769 0 10769 4400 0 0 0 4400 0 6369 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 3.00 0 0 0 SUSAN T CODD 4705 ALPES WAY RENO NV 89511 TRUSTEE 1.50 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 11193563 166370 183812 11543745 0 0 11543745 173156 11370589 568529 568529 10769 10769 557760 0 557760 0 557760 518240 0 518240 557760 516276 0 0 518240 516276 0 0 1964 0 0 0 0 0 0 0 0 555796 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 GENERAL DONATION 10000 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 EVENT SPONSORSHIP 15000 COMMUNITY FOUNDATION OF N NEVADA 50 WASHINGTON ST SUITE 300 RENO NV 89503 PC WOMEN'S GIVING CIRCLE AND BRUTUS FUND (FIRE FIGHTER APPRECIATION FUND) 11000 EDDY HOUSE 888 WILLOW ST RENO NV 89502 PC ACQUISITION OF AN APARTMENT BUILDING 100000 FISHER CENTER FOR ALZHEIMERS RESEARCH FOUNDATION FDR STATION PO BOX 220 NEW YORK NY 10150 PC GENERAL DONATION 10000 HAVENSAFE 919 THE ALAMEDA SAN JOSE CA 95126 PC MATCHING CHALLENGE GRANT TO JUMPSTART CHARITY 10000 HEART TO HEART INTERNATIONAL PO BOX 15566 LENEXA KS 66285 PC UKRAINE - RESTRICTED DONATION 50000 HIRE HEROS USA 1360 UNION HILL RD STE 2A ALPHARETTA GA 30004 PC GENERAL DONATION 10000 LLTK 1326 FIFTH AVE STE 450 SEATTLE WA 98101 PC GENERAL DONATION 3000 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 CHILDREN'S CANCER FUND 3550 BARRON WAY 9A RENO NV 89503 PC CARANO CEASAR'S EVENT SPONSORSHIP 20000 NORTHERN NEVADA HOPES 580 W 5TH ST RENO NV 89503 PC GENERAL DONATION 15000 NORTHERN NEVADA KART CLUB PO BOX 20626 RENO NV 89515 PC CAPITAL CAMPAIGN FOR TRACK IMPROVEMENTS 25000 NOVA UKRAINE 3277 S WHITE RD PMB 8475 SAN JOSE CA 95148 PC GENERAL DONATION 15000 PBS 1670 N VIRGINIA ST RENO NV 89503 PC GENERAL DONATION 10000 RE IMAGINE 830 GLENWOOD AVE SE STE 510 ATLANTA GA 30316 PC FOR ENGAGEMENT OF CONSULTANT - RESTRICTED DONATION 10000 RENOWN HEALTH FOUNDATION 1155 MILL ST RENO NV 89502 PC CONRAD BREAST CANCER 50000 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 BIKE TRAILS - RESTRICTED DONATION 25000 THE DISCOVERY MUSEUM 490 SOUTH CENTER ST RENO NV 89501 PC GENERAL DONATION 5000 THUNDERBIRD LODGE PRESERVATION PO BOX 6812 INCLINE VILLAGE NV 89450 PC GENERAL DONATION 15000 VOA- NCNN 3434 MARCONI AVE SACRAMENTO CA 95821 PC FOR USE IN NV ONLY - RESTRICTED DONATION 5000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE 7TH FLR WASHINGTON DC 20001 PC UKRAINE - RESTRICTED DONATION 60000 517000 0 14 211583 18 563591 FEDERAL REFUND 877 NET LOSS TDC HOSPITALITY K-1 01 -16188 0 759863 0 759863 0 0 0 0 0 0 0 0 0 0 X X 1 RONALD AND SUSAN CODD 4705 ALPES WAY RENO NV 89511 728592 X X 1 800 SHS SERVICE NOW, INC. 728592 2024-10-23 ACCOUNTING FEES 1240 0 1240 NOT REQURIED. CORPORATE STOCKS 890839 8300262 MUTUAL FUNDS AT COST 3454113 3522567 TDC HOSPITALITY SUMMIT, LLC AT COST 183812 183812 UNREALIZED GAIN ON DONATION OF 800 SHS OF SERVICENOW, INC. STOCK 721072 DUES AND SUBSCRIPTIONS 407 407 0 FEDERAL REFUND 877 877 NET LOSS TDC HOSPITALITY K-1 -16188 -16188 SALE OF 600 SHS OF VEEVA SYSTEMS INC. SETTLED 1/03 BUT REPORTED PRIOR YEAR 116160 OPTIONS 119314 371301 RONALD E AND SUSAN T CODD 4705 ALPES WAY RENO NV 89511