2025-08-19T12:45:54-04:00 2025-06-30 823783607 ALLIED TAX PLANNERS 7300 JOHNSTON ROAD SUITE B PLEASANTON CA 94588 990PF 2024-07-01 208044589 THE CONIFER ALLIANCE FOUNDATION TRUST CONI 6502690164 297 QUINNHILL ROAD LOS ALTOS CA 94024 GERRY LAWRENCE EXC. TRUSTEE 6502690164 2025-08-14 true false BRADLEY L HAUPT EA P00563075 5108862937 2025-08-14 X 2024 2025-03-06 01:10:19Z X 507816 X 101750 10 10 10 49267 49267 49267 -77500 73527 49277 49277 15000 15000 1620 8100 8100 75 2 24797 0 23100 0 0 24797 0 23100 48730 49277 49277 10213 6749 6749 317030 426067 426067 152500 75000 75000 479743 507816 507816 0 X 327243 355316 152500 152500 479743 507816 479743 507816 479743 48730 528473 20657 507816 2007-09-12 685 685 685 X 23 708 false false false false false false false true true CA true true false false false true CONIFERALLIANCE.COM GERRY LAWRENCE 6502690164 297 QUINHILL AVE LOS ALTOS CA 94024 false false false false false false false false false false false false false false false false false false false false MARGOT LAWRENCE BOX 3081 LOS ALTOS CA 94024 TRUSTEE/SECR 1.00 0 0 0 GERRY LAWRENCE 297 QUINHILL AVE LOS ALTOS CA 94024 EXC. TRUSTEE 7.00 15000 0 0 NONE NONE MR. LAWRENCE PROVIDED FREE FINANCIAL EDUCATION FOR MANY PEOPLE REGARDING RISK MANAGEMENT, FINANCIAL PLANNING, TAX PLANNING, REAL ESTATE AND RETIREMENT PLANNING. THE PUBLIC BENEFITED GREATLY DUE TO: 1. THE NORMAL COST OF GETTING SUCH ADVICE. 2. THE DEVASTATING CONSEQUENCES OF MAKING BAD DECISIONS REGARDING THEIR LIMITED RESOURCES. 3. THE TAX SAVINGS AND GROWTH POSSIBLE THROUGH A COORDINATED APPROACH TO FINANCIAL AND RETIRMENT PLANNING. 4. THE PEACE OF MIND DUE TO HAVING COMPARED MANY OPTIONS AND FINALLY UNDERSTANDING CLEARLY WHY ONE APPROACH IS BETTER THAN ANOTHER. THE PUBLIC WHICH WAS SERVED BY THE FOUNDATION PAID NOTHING FOR IT AND WILL HOPEFULLY REFER OTHERS TO THE FOUNDATION. THIS APPROACH NOT ONLY BENEFITS THE PUBLIC BUT ALSO LESSENS THE BURDEN OF GOVERNMENT IN LOOKING AFTER OUR ELDERLY BY PROVIDING A SAFETY NET. 23100 N/A 371335 20204 152500 544039 544039 8161 535878 26794 X 23100 23100 23100 23100 23100 2007-09-12 X 26794 24205 7829 14312 73140 22775 20574 6655 12165 62169 23100 23071 15000 4119 65290 23100 23071 15000 4119 65290 17863 16137 5219 9947 49166 X 14 10 14 49267 -77500 49277 -77500 -28223 false false false false false false false false false false X X 1 GERRY AND MARGARET LAWRENCE 297 QUINHILL ROAD LOS ALTOS CA 94024 101750 X INDIRECT ACCOUNTING FEES 1620 MOBILE PAGES STOCK 2013-07 PURCHASE 2025-06 77500 -77500 MOBILE PAGES 7/2013 @ 6% MOBILE PAGES 7/2013 @ 6% MPBILE PAGES 10/2013 @ 6% MOBILE PAGES 8/15/14 MOBILE PAGES 9/4/2014 MOBILE PAGES 9/29/14 MOBILE PAGES 10/14/14 TANZLE, INC. 12/18/14 25000 25000 TANZLE INC. 7/1/14 50000 50000 SCHWAB 426067 426067 FEDERAL PRIOR YEAR TAXES 547 MARKET FLUCTUATIONS 20110 EXPENSES POST OFFICE BOX 2 OFFICE SUPPLIES WEBSITE PRINTING INDIRECT OTHER PROFESSIONAL FEES 8100 8100 DEPT. OF JUSTICE 75