2026-04-14T10:00:17-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2025-01-01 943073894 TAHOE MARITIME FOUNDATION TAHO 4086052999 2662 KRING DRIVE SAN JOSE CA 95125 JEFFREY PETERSON TREASURER 4086052999 2026-04-14 1 EMILY HANOVER CPA P01919277 9133382727 2026-04-13 2025 2025-03-06 01:10:19Z X 5394340 X 152623 117019 115357 53853 372770 53853 323495 169210 0 0 0 1900 0 1900 23628 23628 0 4634 2599 0 1439 0 1439 31601 26227 3339 220000 220000 251601 26227 223339 71894 142983 34714 682 682 5000 932241 837701 872042 3234535 3439996 4521611 0 5 5 4206490 4278384 5394340 0 0 X 0 0 0 0 4206490 4278384 4206490 4278384 4206490 4278384 4206490 71894 0 4278384 0 4278384 CHARLES SCHWAB ACCOUNT #9126 P 2025-12-31 365109 318917 46192 46192 CAPITAL GAINS DIVIDENDS P 7661 7661 7661 53853 1987 0 1987 0 1987 1520 0 0 0 1520 0 467 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.TAHOEMARITIMEFOUNDATION.ORG THE ORGANIZATION 4086052999 2662 KRING DRIVE SAN JOSE CA 95125 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN CAPLAN 2662 KRING DRIVE SAN JOSE CA 95125 DIRECTOR 1.00 0 0 0 RICHARD STOUT 2662 KRING DRIVE SAN JOSE CA 95125 DIRECTOR 1.00 0 0 0 JEFFREY PETERSON 2662 KRING DRIVE SAN JOSE CA 95125 TREASURER 3.00 0 0 0 KIRK PUMPHREY 2662 KRING DRIVE SAN JOSE CA 95125 PRESIDENT 3.00 0 0 0 CHERYL CAPLAN 2662 KRING DRIVE SAN JOSE CA 95125 SECRETARY 3.00 0 0 0 LORA NADOLSKI HANSON 2662 KRING DRIVE SAN JOSE CA 95125 DIRECTOR 1.00 0 0 0 TODD JEFFERY 2662 KRING DRIVE SAN JOSE CA 95125 DIRECTOR 1.00 0 0 0 DARREN KRAMER 2662 KRING DRIVE SAN JOSE CA 95125 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 4824068 21148 109671 4954887 0 0 4954887 74323 4880564 244028 244028 1987 1987 242041 0 242041 0 242041 223339 0 223339 242041 218579 0 0 223339 218579 0 0 4760 0 0 0 0 0 0 0 0 237281 0 0 0 X ANTIQUE BOAT MUSEUM 750 MARY STREET CLAYTON NY 13624 PC TOOLS FOR NEW BOAT BUILDING 24000 BOYS & GIRLS CLUB OF LAKE TAHOE PO BOX 17846 SOUTH LAKE TAHOE CA 96151 PC BUILDING SAILBOATS 25000 CALL OF THE SEA 3020 BRIDGEWAY 278 SAUSALITO CA 96151 PC PARTIAL FUNDING FOR PURCHASE OF NEW CARB MANDATED ENGINE FOR SCHOONER SEAWARD 23000 LEAGUE TO SAVE LAKE TAHOE 2877 LAKE TAHOE BLVD LAKE TAHOE CA 96150 PC PARTIAL SUPPORT FOR EDRR INVASIVE SPECIES ERRADICATION EDUCATION 15000 MINNESOTA LAKES MARITIME SOCIETY PO BOX 1216 205 THIRD AVENUE W ALEXANDRIA MN 56308 PC PART-TIME MUSUEM PROGRAM DIRECTOR TO REVIEW AND UPDATE LAUNCHING LEARNING PROGRAMS 20000 NORTH LAKE TAHOE HISTORICAL SOCIETY 130 W LAKE BLVD TAHOE CITY CA 96145 PC EXHIBIT CASES 15000 PENINSULA YOUTH SAILING FOUNDATION PO BOX 620866 WOODSIDE CA 94062 PC PARTIAL SUPPORT FOR NEW DINGHY 18000 TAHOE COMMUNITY SAILING FOUNDATION INC 4200 PLATEAU ROAD RENO NV 89519 PC FOUR NEW SAILS FOR SAILBOATS 5000 THE MARINERS' MUSEUM 100 MUSEUM DRIVE NEWPORT NEWS VA 23606 PC PURCHASE OF COLD STORAGE UNIT 30000 WESTERN FLYER FOUNDATION 10928 CLAM WAY MOSS LANDING CA 95039 PC HVAC SYSTEM FOR WESTERN FLYER 25000 WOODEN BOATS FOR VETERANS FOUNDATION 1001 BRIDGEWAY SAUSALITO CA 94965 PC PARTIAL SUPPORT FOR RESTORATION OF CLOVER 20000 220000 0 14 117019 18 53853 0 170872 0 170872 0 0 0 0 0 0 0 0 0 0 X X 1 THE FURTH TRUST 1915 ADAMS ST MADISON WI 53711 152623 X ACCOUNTING & TAX PREP 1900 0 1900 FIXED INCOME 837701 872042 EXCHANGE TRADED FUNDS AT COST 2827956 3773937 MUTUAL FUNDS AT COST 526314 638003 NORTHWESTERN MUTUAL POLICY AT COST 85726 109671 DIVIDENDS RECEIVABLE 0 5 5 INSURANCE 1101 0 1101 SOFTWARE 263 0 263 DEPARTMENT OF JUSTICE 75 0 75 INVESTMENT MANAGEMENT FEES 23628 23628 0 FOREIGN TAXES PAID 2599 2599 0 FEDERAL TAXES PAID 2035 0 0