2026-07-20T10:45:55-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2025-01-01 920754874 LOOMIS CHARITABLE FOUNDATION INC LOOM 4042106070 1331 TWELVE OAKS CIRCLE NW ATLANTA GA 30327 WILLIAM BURNS III DIRECTOR 4042106070 2026-07-20 1 EMILY HANOVER CPA P01919277 9133382727 2026-07-20 2025 2025-03-06 01:10:19Z X 19435770 X 377452 481111 471001 96681 544562 96681 955244 567682 44000 0 44000 66132 66132 0 16244 8902 0 31123 35 31088 157499 75069 75088 667750 667750 825249 75069 742838 129995 492613 276002 270295 270295 0 122403 122627 0 116272 116558 7969409 7617792 18926208 79 82 82 8245490 8126844 19435770 0 0 X 0 0 0 0 8245490 8126844 8245490 8126844 8245490 8126844 8245490 129995 1500 8376985 250141 8126844 CHARLES SCHWAB ACCOUNT #7144 P 2025-12-31 426138 330413 95725 95725 MERRILL LYNCH ACCOUNT #2491 P 2025-12-31 118424 117468 956 956 96681 6847 0 6847 0 6847 6040 0 5000 0 11040 14 4179 4179 0 0 0 0 0 0 0 0 0 0 0 1 1 GA 1 0 1 0 0 1 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45000 VIRGINIA EPISCOPAL SCHOOL 400 VES RD LYNCHBURG VA 24503 PC GENERAL CHARITABLE PURPOSE 20000 WALTON COUNTY BAR ASSOCIATION 2063 COUNTY HWY 395 SANTA ROSA BEACH FL 32459 PC GENERAL CHARITABLE PURPOSE 500 WESTONWOOD RANCH 4390 FL-20 FREEPORT FL 32439 PC GENERAL CHARITABLE PURPOSE 5000 WOODWARD ACADEMY 1662 RUGBY AVE COLLEGE PARK GA 30337 PC GENERAL CHARITABLE PURPOSE 17500 667750 0 14 481111 18 96681 0 577792 0 577792 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM III AND KAREN BURNS 1331 TWELVE OAKS CIRCLE NW ATLANTA GA 30327 377452 X X 1 1,085 SHS YUM 159185 2026-06-26 1 2,050 SHS YUMC 91267 2026-06-26 MERRILL LYNCH CORPORATE BONDS 116272 116558 122403 122627 0 0 CHARLES SCHWAB EXCHANGE TRADED FUNDS AT COST 4035707 6092199 CHARLES SCHWAB EQUITIES AT COST 3366150 12601439 CHARLES SCHWAB OTHER ASSETS - REIT AT COST 7464 22473 MERRILL LYNCH MUTUAL FUNDS AT COST 208471 210097 DIVIDENDS RECEIVABLE 79 82 82 UNREALIZED GAIN ON DONATED SECURITIES 250087 OTHER BASIS ADJUSTMENTS 54 TRAVEL & EXPENSE REIMBURSEMENT 16167 0 16167 BOARD & EDUCATIONAL MEETINGS 14057 0 14057 DROPBOX 864 0 864 MERRILL LYNCH INVESTMENT EXPENSE 35 35 0 RECOVERIES OF QUALIFYING DISTRIBUTIONS 1500 INVESTMENT MANAGEMENT FEES 66132 66132 0 LOOMIS FOUNDATION INC 5454 W 110TH STREET OVERLAND PARK KS 66211 WILLIAM BURNS III 1331 TWELVE OAKS CIRCLE NW ATLANTA GA 30327 FEDERAL EXCISE TAX 7342 0 0 FOREIGN TAXES 8902 8902 0