2017-05-15T16:04:04-05:00 2016-12-31 471019942 CREATIVE PLANNING TAX LLC 3400 COLLEGE BLVD LEAWOOD KS 66211 990PF 2016-01-01 561849009 LOOMIS FOUNDATION INC LOOM 9137422727 3400 COLLEGE BLVD LEAWOOD KS 66211 CHARLTON BURNS TREASURER 9137422727 2017-05-12 1 BENJAMIN M HAKE CPA P01270403 9133382727 173.197.30.126 2017-05-12 15:03:49 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A582A5C888C0380C952AC87DA8926A5437E1A8A9 2016 2021-01-29 14:40:06Z X 4405707 X 250000 135194 131512 628 323649 628 344 344 386166 132484 36000 0 36000 27589 20691 6897 275 275 0 2977 2977 0 8768 0 8768 9 0 9 75618 23943 51674 153450 153450 229068 23943 205124 157098 108541 39011 53216 53216 177210 0 0 1304719 1366857 1542885 2617360 2901899 2807640 1895 1966 1966 4140195 4323938 4405707 0 0 X 4140195 4323938 0 0 0 0 4140195 4323938 4140195 4323938 4140195 157098 26854 4324147 209 4323938 TD AMERITRADE - AVAILABLE UPON REQUEST 2015-01-01 2016-12-31 150021 145800 4221 4221 TD AMERITRADE - AVAILABLE UPON REQUEST 2015-01-01 2016-12-31 170000 177210 -7210 -7210 PASSTHROUGH FROM ETP 2015-01-01 2016-12-31 1356 1356 1356 PASSTHROUGH FROM BPL 2015-01-01 2016-12-31 97 97 97 PASSTHROUGH FROM BX 2015-01-01 2016-12-31 557 557 557 PASSTHROUGH FROM BX 2016-01-01 2016-12-31 8 -8 -8 PASSTHROUGH FROM PAA 2015-01-01 2016-12-31 134 134 134 PASSTHROUGH FROM MMP 2015-01-01 2016-12-31 99 99 99 PASSTHROUGH FROM MMP 2016-01-01 2016-12-31 3 -3 -3 CAPITAL GAINS DIVIDENDS P 1385 1385 1385 628 1 2171 0 2171 0 2171 2560 2560 389 389 0 0 0 0 0 0 0 0 0 0 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 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CORPORATE STOCKS 1366857 1542885 0 0 0 0 EXCHANGE TRADED FUNDS AT COST 2901899 2807640 DIVIDENDS RECEIVABLE 1895 1966 1966 COST BASIS ADJUSTMENT 209 PASS THROUGH FROM ENERGY TRANSFER PARTNERS 4 0 4 PASS THROUGH FROM BUCKEYE 4 0 4 PASS THROUGH FROM PLAINS ALL AMERICAN 1 0 1 ROYALTY INCOME 7 7 7 OTHER INCOME 31 31 31 PASS THROUGH BLACK STONE GROUP 294 294 294 PASS THROUGH ENERGY TRANSFER PARTNERS 12 12 12 BOOK TO TAX DIFFERENCE ON MLP'S 26854 MANAGEMENT & ADVISORY FEES 27589 20691 6897 FOREIGN TAXES 2977 2977 0