2026-04-06T10:26:33-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2025-01-01 846866357 CODD FAMILY FOUNDATION CODD 9257085918 4705 ALPES WAY RENO NV 89511 RONALD E CODD TRUSTEE 9252564252 2026-04-06 1 EMILY HANOVER CPA P01919277 9133382727 2026-04-06 2025 2025-03-06 01:10:19Z X 12938814 X 764830 207331 192851 301648 301648 301648 -40356 0 1233453 494499 0 0 0 1310 0 1310 17384 0 0 18694 0 1310 557000 557000 575694 0 558310 657759 494499 427570 19786 19786 890839 1239673 9354798 3637925 3453324 3564230 4956334 4712783 12938814 371301 231047 371301 231047 X 0 0 0 0 4585033 4481736 4585033 4481736 4956334 4712783 4585033 657759 0 5242792 761056 4481736 FIDELITY ACCOUNT #8100 2025-12-31 268473 268473 268473 CAPITAL GAINS DIVIDENDS P 33175 33175 33175 301648 6874 0 6874 0 6874 10800 0 0 0 10800 0 3926 3926 0 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 13496508 37646 143456 13677610 0 0 13677610 205164 13472446 673622 673622 6874 6874 666748 0 666748 0 666748 558310 0 558310 666748 555796 0 0 558310 555796 0 0 2514 0 0 0 0 0 0 0 0 664234 0 0 0 RONALD E CODD SUSAN T CODD X ADVENTURE SCIENTISTS PO BOX 1834 BOZEMAN MT 59771 PC GENERAL DONATION 5000 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 15000 CASCADE CANINE RESCUE EAST WEST 65065 94TH ST BEND OR 97703 PC GENERAL DONATION 1000 CATHOLIC CHARITIES OF NORTHERN NEVADA PO BOX 5099 RENO NV 89513 PC GENERAL DONATION 10000 CENTRAL OREGON TRAIL ALLIANCE PO BOX 555 BEND OR 97709 PC GENERAL DONATION 1500 CHILDREN'S CABINET 1090 SOUTH ROCK BLVD RENO NV 89502 PC GENERAL DONATION 15000 COMMUNITY FOUNDATION OF N NEVADA 50 WASHINGTON ST SUITE 300 RENO NV 89503 PC WOMEN'S GIVING CIRCLE 10000 EDDY HOUSE 888 WILLOW ST RENO NV 89502 PC EVENT SPONSORSHIP; GENERAL DONATION 20000 FISHER CENTER FOR ALZHEIMERS RESEARCH FOUNDATION FDR STATION PO BOX 220 NEW YORK NY 10150 PC GENERAL DONATION 10000 HAWTHORNE ORDINANCE MUSEUM PO BOX 2008 HAWTHORNE NV 89415 PC GENERAL DONATION 3000 HEART TO HEART INTERNATIONAL PO BOX 15566 LENEXA KS 66285 PC UKRAINE - RESTRICTED DONATION 55000 HIRE HEROS USA 1360 UNION HILL RD STE 2A ALPHARETTA GA 30004 PC GENERAL DONATION 10000 HUMANE SOCIETY OF THE OCHOCOS 1280 TOM MCCALL RD PRINEVILLE OR 97754 PC GENERAL DONATION 2000 LLTK 1326 FIFTH AVE STE 450 SEATTLE WA 98101 PC GENERAL DONATION 5000 NATIONAL AUTOMOBILE MUSEUM 1 MUSEUM DR RENO NV 89501 PC DISPLAY SPONSORSHIP 5000 NATIONAL SECURITY FORUM 18124 WEDGE PKWY 905 RENO NV 89511 PC GENERAL DONATION 12000 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 HOPES 580 W 5TH ST RENO NV 89503 PC GENERAL DONATION 25000 NOVA UKRAINE 3277 S WHITE RD PMB 8475 SAN JOSE CA 95148 PC UKRAINE - RESTRICTED DONATION 30000 ORCA CONSERVANCY PO BOX 16628 SEATTLE WA 98116 PC GENERAL DONATION 3000 PBS 1670 N VIRGINIA ST RENO NV 89503 PC GENERAL DONATION 15000 RENNERVATION FOUNDATION 890 E PATRIOT BLVD STE E RENO NV 89511 PC GENERAL DONATION 5000 RENOWN HEALTH FOUNDATION 1155 MILL ST RENO NV 89502 PC CONRAD BREAST CANCER 25000 SEMPER FI & AMERICA'S FUND 825 COLLEGE BLVD STE 102 OCEANSIDE CA 92057 PC GENERAL DONATION WITH MATCH 10000 SKY TAVERN 21130 MT ROSE HWY RENO NV 89511 PC SECOND LIFT AUTOMATION GRANT 65000 THE DISCOVERY MUSEUM 490 SOUTH CENTER ST RENO NV 89501 PC EVENT SPONSORSHIP 10000 THINK WILD 62410 ERICKSON RD BEND OR 97701 PC GENERAL DONATION 2000 THUNDERBIRD LODGE PRESERVATION PO BOX 6812 INCLINE VILLAGE NV 89450 PC GENERAL DONATION 15000 VETERANS GUEST HOUSE 880 LOCUST ST RENO NV 89502 PC GENERAL DONATION 7500 VOA- NCNN 3434 MARCONI AVE SACRAMENTO CA 95821 PC FOR USE IN NV ONLY - RESTRICTED DONATION 10000 WHITE STORK 512 CHESTNUT ST UNIT 11 WINNETKA IL 60093 PC UKRAINE RESTRICTED 60000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE 7TH FLR WASHINGTON DC 20001 PC UKRAINE - RESTRICTED DONATION 65000 557000 0 14 207331 18 301648 NET LOSS TDC HOSPITALITY K-1 01 -40356 0 468623 0 468623 0 0 0 0 0 0 0 0 0 0 X X 1 RONALD AND SUSAN CODD 4705 ALPES WAY RENO NV 89511 764830 X 1 3,400 SHS VEEVA SYSTEMS, INC. 764830 2025-12-29 ACCOUNTING FEES 1310 0 1310 NOT REQURIED. CORPORATE STOCKS 1239673 9354798 MUTUAL FUNDS AT COST 3309868 3420774 TDC HOSPITALITY SUMMIT, LLC AT COST 143456 143456 UNREALIZED GAIN ON DONATION OF 3,400 SHS OF VEEVA SYSTEMS, INC. 761056 NET LOSS TDC HOSPITALITY K-1 -40356 -40356 OPTIONS 371301 231047 RONALD E AND SUSAN T CODD 4705 ALPES WAY RENO NV 89511 FEDERAL TAXES 17384 0 0