2018-05-21T12:30:46-05:00 2017-12-31 471019942 CREATIVE PLANNING TAX LLC 3400 COLLEGE BLVD LEAWOOD KS 66211 990PF 2017-01-01 561849009 LOOMIS FOUNDATION INC LOOM 9137422727 3400 COLLEGE BLVD LEAWOOD KS 66211 CHARLTON BURNS TREASURER 9137422727 2018-05-10 1 BENJAMIN M HAKE CPA P01270403 9133382727 2017 2022-09-23 18:48:47Z X 4830258 X 200000 141318 138384 -28027 146134 0 381 6 313672 138390 36000 0 36000 20393 15295 5098 263 263 0 4899 3638 0 2409 0 2409 22 0 22 63986 19196 43529 163500 163500 227486 19196 207029 86186 119194 53216 52827 52827 1366857 1252550 1544577 2901899 3123048 3232352 1966 502 502 4323938 4428927 4830258 0 0 X 4323938 4428927 0 0 0 0 4323938 4428927 4323938 4428927 4323938 86186 18803 4428927 0 4428927 TD- AMERITRADE P 2017-12-31 46395 67775 -21380 -21380 TD- AMERITRADE P 2017-12-31 87710 106386 -18676 -18676 PASSTHROUGH FROM ETP P 2017-12-31 217 217 217 PASSTHROUGH FROM ETP P 2017-12-31 1175 1175 1175 PASSTHROUGH FROM SXL P 2017-12-31 244 244 244 PASSTHROUGH FROM SXL P 2017-12-31 1368 1368 1368 PASSTHROUGH FROM BX P 2017-12-31 87 87 87 PASSTHROUGH FROM BX P 2017-12-31 1615 1615 1615 PASSTHROUGH FROM MMP P 2017-12-31 3 3 3 PASSTHROUGH FROM MMP P 2017-12-31 5 5 5 MLP SALES ADJUSTMENT P 2017-12-31 2523 2523 2523 MLP SALES ADJUSTMENT P 2017-12-31 4504 4504 4504 CAPITAL GAINS DIVIDENDS P 87 87 87 -28228 1 2384 0 2384 0 2384 2200 0 0 2200 2 186 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 N/A CHARLTON BURNS 2523549901 402 SANDFIDDLER COURT MOREHEAD CITY NC 28557 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLTON BURNS 402 SANDFIDDLER COURT MOREHEAD CITY NC 28557 TREASURER 10.00 12000 0 0 JOSEPH BURNS 5 LAKE FOREST COURT GREENSBORO NC 27408 PRESIDENT 3.00 12000 0 0 WILLIAM BURNS 2451 CUMBERLAND PKWY SUITE 3611 ATLANTA GA 30339 SECRETARY 3.00 12000 0 0 KAREN BURNS 2451 CUMBERLAND PKWY SUITE 3611 ATLANTA GA 30339 ASSOCIATE 1.00 0 0 0 WILLIAM BURNS IV 110 HEADY DRIVE NASHVILLE TN 37205 ASSOCIATE 1.00 0 0 0 SALLY BURNS 2451 CUMBERLAND PKWY SUITE 3611 ATLANTA GA 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BOOK TO TAX DIFFERENCE ON MLP'S 13676 PRIOR PERIOD ADJUSTMENT - RETURNED CHECK 5000 COST BASIS ADJUSTMENT 127 MANAGEMENT & ADVISORY FEES 20393 15295 5098 FOREIGN TAXES 3638 3638 0 FEDERAL TAXES 1261 0 0