2025-11-14T09:48:33-06:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 12925 W DODGE ROAD OMAHA NE 68154 990PF 2024-01-01 260286564 SOLI DEO GLORIA FOUNDATION SOLI 4027072002 1326 N 97TH PLAZA OMAHA NE 681142107 MICHAEL T WHEALY PRESIDENT/TREAS 4027072002 2025-11-11 1 0 JOHN J RODERIQUE CPA P00482589 4023307008 2025-11-11 2024 2025-03-06 01:10:19Z X 5317368 X X 29653 29653 77693 77693 -1148 250728 762522 250728 358074 358074 0 0 0 4350 4350 0 35735 35735 0 3065 725 0 1299 1148 0 44449 41958 0 310000 310000 354449 41958 310000 3625 316116 5719 5715 5715 129421 87053 87053 331275 477744 470977 1784593 1666538 3449428 385789 259427 234994 857421 1001366 1069201 3494218 3497843 5317368 0 0 X 0 0 0 0 3494218 3497843 3494218 3497843 3494218 3497843 3494218 3625 0 3497843 0 3497843 CHARLES SCHWAB - 3379 92197 94826 -2629 -2629 CHARLES SCHWAB - 3379 127239 107365 19874 19874 CHARLES SCHWAB - 5942 358453 138614 219839 219839 CHARLES SCHWAB - 7143 171000 170989 11 11 CAPITAL GAINS DIVIDENDS P 13633 13633 13633 250728 4394 0 4394 0 4394 1200 0 5500 0 6700 24 2282 2282 0 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 N/A MICHAEL T WHEALY 4027072002 1326 N 97TH PLAZA OMAHA NE 681142107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL T WHEALY 1326 N 97TH PLAZA OMAHA NE 681142107 PRES,TREAS,DIR 1.00 0 0 0 BRENDA L WHEALY 1326 N 97TH PLAZA OMAHA NE 681142107 SECR,DIR 1.00 0 0 0 NONE 0 NONE 0 0 5188603 29883 0 5218486 0 0 5218486 78277 5140209 257010 257010 4394 4394 252616 0 252616 0 252616 310000 0 310000 252616 102403 0 0 310000 102403 0 0 207597 0 0 0 0 0 0 0 0 45019 0 0 0 MICHAEL T WHEALY BRENDA L WHEALY X EQUAL JUSTICE UNDER LAW 400 SEVENTH STREET NW SUITE 602 WASHINGTON DC 20004 NONE PUBLIC CHARITY GENERAL BUDGET 50000 EQUITY ARC 1241 ELM STREET CINCINNATI OH 45202 NONE PUBLIC CHARITY GENERAL BUDGET 20000 INCOMMON COMMUNITY DEVELOPMENT 1340 PARK AVENUE OMAHA NE 68105 NONE PUBLIC CHARITY GENERAL MINISTRY BUDGET 150000 MAJI SAFI GROUP 455 MARINE STREET BOULDER CO 80302 NONE PUBLIC CHARITY GENERAL BUDGET 20000 NETWORK COFFEE HOUSE 1402 PEARL STREET DENVER CO 80203 NONE PUBLIC CHARITY GENERAL BUDGET 45000 PLAY ON PHILLY PO BOX 8662 PHILADELPHIA PA 19101 NONE PUBLIC CHARITY GENERAL BUDGET 25000 310000 0 14 29653 14 77693 16 -1148 18 250728 0 356926 0 356926 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4350 4350 0 CHARLES SCHWAB #7143 CORPORATE BONDS 259427 234994 CHARLES SCHWAB #3379 EQUITIES 1164515 2122945 CHARLES SCHWAB #5942 EQUITIES 502023 1326483 107946 101156 369798 369821 CHARLES SCHWAB #3379 OTHER AT COST 59436 49697 CHARLES SCHWAB #5942 MUTUAL FUNDS AT COST 808078 885652 SPRUCE AND IVY SHIRE AT COST 133852 133852 BANK FEES 4 0 0 MISCELLANEOUS 147 0 0 SPRUCE AND IVY SHIRE LLC PASSTHROUGH 1148 1148 0 ASSET MANAGEMENT FEES 35735 35735 0 EXCISE TAX 2340 0 0 FOREIGN TAX 725 725 0