2015-05-12T16:31:28-05:00 2014-12-31 471019942 CREATIVE PLANNING TAX LLC 3400 COLLEGE BLVD LEAWOOD KS 66211 990PF 2014-01-01 561849009 LOOMIS FOUNDATION INC LOOM 9137422727 3400 COLLEGE BLVD LEAWOOD KS 66211 CHARLTON BURNS TREASURER 9137422727 2015-05-11 1 BENJAMIN M HAKE CPA P01270403 9133382727 2014 2016-02-25 16:41:14Z X 4383294 X X 139997 135871 418184 1598928 418184 -1254 -1254 556927 552801 36000 0 36000 18819 6587 12232 274 274 0 18795 2541 0 4604 0 4604 3 0 3 78495 9402 52839 138083 138083 216578 9402 190922 340349 543399 421677 16711 16711 280106 177210 174544 2108796 2463187 2624700 1063460 1566976 1566501 0 838 838 3874039 4224922 4383294 0 0 X 3874039 4224922 0 0 0 0 3874039 4224922 3874039 4224922 3874039 340349 10534 4224922 0 4224922 TD AMERITRADE - SEE ATTACHED 156399 138117 18282 18282 TD AMERITRADE - SEE ATTACHED 1440720 1042587 398133 398133 PASS THROUGH FROM ENERGY TRANSFER PARTNERS 787 787 787 PASS THROUGH KINDER MORGAN (INCLUDING PY SUSPENDED LOSSES) 40 -40 -40 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INVESTMENT INCOME 01 89 0 556927 0 556927 0 0 0 0 0 0 0 0 0 0 THE FOUNDATION HEREBY ELECTIONS TO APPLY $12,083 OF THE EXCESS DISTRIBUTION AGAINST THE UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING DECEMBER 31, 2012. CORPORATE BONDS 1566976 1566501 CORPORATE STOCKS 2463187 2624700 177210 174544 0 0 DIVIDENDS RECEIVABLE 0 838 838 PASS THROUGH FROM ENERGY TRANSFER PARTNERS 3 0 3 ROYALTY INCOME 37 37 37 PASS THROUGH KINDER MORGAN (INCLUDING PY SUSPENDED LOSSES) -1380 -1380 -1380 OTHER MISC. INVESTMENT INCOME 89 89 89 BOOK TO TAX DIFFERENCE ON MLP'S 10534 MANAGEMENT & ADVISORY FEES 18819 6587 12232 FEDERAL TAX PAYMENTS 16254 0 0 FOREIGN TAXES 2541 2541 0