2025-05-13T11:09:48-05:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2024-01-01 920707673 P SQUARE CHARITABLE FOUNDATION INC PSQU 4254447744 150 102ND AVE SE UNIT 308 BELLEVUE WA 98004 ALLAN P PARSONS DIRECTOR 4254447744 2025-05-13 1 0 EMILY HANOVER CPA P01919277 9133382727 2025-05-09 2024 2025-03-06 01:10:19Z X 1494564 X 267581 2254 2254 32978 32978 47624 246139 47624 350437 82856 551 0 551 214 0 214 8329 6608 1721 992 756 0 25 0 25 10111 7364 2511 310593 310593 320704 7364 313104 29733 75492 12021 6241 6241 150000 0 0 150000 150000 1232350 994704 1338323 1244371 1150945 1494564 0 0 X 0 0 0 0 1244371 1150945 1244371 1150945 1244371 1150945 1244371 29733 111631 1385735 234790 1150945 CHARLES SCHWAB ACCOUNT #4584 2024-12-31 24617 23250 1367 1367 CHARLES SCHWAB ACCOUNT #4584 2024-12-31 221222 175265 45957 45957 CAPITAL GAINS DIVIDENDS P 300 300 300 47624 1049 0 1049 0 1049 560 0 0 0 560 0 489 0 0 0 0 0 0 0 0 0 0 1 1 DE WA 1 0 1 0 0 1 N/A THE FOUNDATION 4254447744 150 102ND AVE SE UNIT 308 BELLEVUE WA 98004 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLAN P PARSONS 150 102ND AVE SE UNIT 308 BELLEVUE WA 98004 DIRECTOR 1.00 0 0 0 ANDREA BURNING 150 102ND AVE SE UNIT 308 BELLEVUE WA 98004 DIRECTOR 1.00 551 214 0 KENDALL DAVIS 150 102ND AVE SE UNIT 308 BELLEVUE WA 98004 DIRECTOR 1.00 0 0 0 JORDAN WEISMAN 150 102ND AVE SE UNIT 308 BELLEVUE WA 98004 DIRECTOR 1.00 0 0 0 DAWNE WEISMAN 150 102ND AVE SE UNIT 308 BELLEVUE WA 98004 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1288056 2083 87500 1377639 0 0 1377639 20665 1356974 67849 67849 1049 1049 66800 0 66800 0 66800 313104 0 313104 66800 0 0 194177 45185 239362 313104 0 0 0 66800 246304 0 0 485666 0 0 0 0 0 0 0 485666 194177 45185 246304 ALLAN P PARSONS X BOYS & GIRLS CLUB OF BELLEVUE 209 100TH AVE NE BELLEVUE WA 98004 PC GENERAL PURPOSE GRANT 180593 COLLEGE SUCCESS FOUNDATION 15500 SE 30TH PLACE STE 200 BELLEVUE WA 98007 PC GENERAL PURPOSE GRANT 60000 LAST ROOM 808 15TH ST UNIT C VIRGINIA BEACH VA 23451 PC GENERAL PURPOSE GRANT 20000 TEMPLE DE HIRSCH SINAI 1511 E PIKE ST SEATTLE WA 98122 PC FOR THEIR WORK WITH UNDERSERVED COMMUNITIES 50000 310593 0 14 2254 14 32978 18 47624 0 82856 0 82856 0 0 0 0 0 0 0 0 0 0 X X 1 ALLAN P PARSONS 150 102ND AVE SE UNIT 308 BELLEVUE WA 98004 267581 X 1 473 SHS AAPL 114944 2024-12-04 1 164 SHS AMZN 35778 2024-12-04 1 62 SHS META 38054 2024-12-04 1 62 SHS SBUX 6243 2024-12-04 1 18 SHS COST 17837 2024-12-04 1 187 SHS GOOG 32929 2024-12-04 1 125 SHS GOOGL 21796 2024-12-04 CHARLES SCHWAB ACCOUNT #4584 - EXCHANGE TRADED FUNDS AT COST 876649 1039067 CHARLES SCHWAB ACCOUNT #4584 - EQUITY FUNDS AT COST 30127 208298 CHARLES SCHWAB ACCOUNT #4584 - MUTUAL FUNDS AT COST 87928 90958 UNREALIZED GAINS ON STOCK CONTRIBUTED TO THE FOUNDATION 234790 DE ANNUAL REPORT 25 0 25 UNREALIZED GAINS ON STOCK DONATED FROM THE FOUNDATION 105422 PENDING ACTIVITY AS OF 12/31 - UNSETTLED SALE OF 169 SHS VTI 6209 INVESTMENT MANAGEMENT FEES 6608 6608 0 UNIVERSAL REGISTERED AGENT 255 0 255 STRATEGIC ADVISOR FEES 1466 0 1466 ALLAN P PARSONS 150 102ND AVE SE UNIT 308 BELLEVUE WA 98004 FOREIGN TAX 756 756 0 FEDERAL EXCISE TAX 236 0 0