2026-03-02T01:07:54-06:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990PF 2025-01-01 471950794 BRUNETTI FAMILY CHARITABLE FOUNDATION BRUN 9703894608 2121 KIRBY DRIVE BOX 37 10N HOUSTON TX 77019 WAYNE BRUNETTI PRESIDENT 9703894608 2026-02-26 1 KRISTIN LR MYERS CPA P01706931 3192346885 2026-02-26 2025 2025-03-06 01:10:19Z X 2719081 X 247113 89611 89611 866523 2455913 866523 1203247 956134 0 0 0 152 0 152 2935 734 2201 474 474 0 1931 1031 0 5492 2239 2353 127600 127600 133092 2239 129953 1070155 953895 55188 22213 22213 11157 127591 127591 2314104 0 0 0 2517183 2569277 2380449 2666987 2719081 0 0 X 0 0 0 0 2380449 2666987 2380449 2666987 2380449 2666987 2380449 1070155 0 3450604 783617 2666987 SALE OF PUBLICLY TRADED SECURITIES 2455913 1589390 866523 866523 866523 13259 0 13259 0 13259 1134 0 0 0 1134 0 12125 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 1 0 0 1 N/A WAYNE BRUNETTI 9703894608 2121 KIRBY DRIVE BOX 37 10N HOUSTON TX 77019 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WAYNE BRUNETTI 2121 KIRBY DRIVE BOX 37 10N HOUSTON TX 77019 PRESIDENT 1.00 0 0 0 MARY BRUNETTI 2121 KIRBY DRIVE BOX 37 10N HOUSTON TX 77019 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 2478322 181095 0 2659417 0 0 2659417 39891 2619526 130976 130976 13259 13259 117717 0 117717 0 117717 129953 0 129953 117717 0 0 1324 1324 129953 0 0 0 117717 12236 0 0 13560 0 0 0 0 0 0 0 13560 1324 12236 WAYNE BRUNETTI MARY BRUNETTI X THE FUND FOR BISHOP KENNY HIGH SCHOOL 1055 KINGMAN AVE JACKSONVILLE FL 322079892 PC PROGRAM SUPPORT 15000 ST LOUIS ZOO THE TRIBUTE FUND 1 GOVERNMENT DRIVE ST LOUIS MO 63110 PC PROGRAM SUPPORT 100 HOUSTON AREA WOMEN'S CENTER 1010 WAUGH HOUSTON TX 77019 PC PROGRAM SUPPORT 10000 PHI GAMMA DELTA EDUCATIONAL FOUNDATION PO BOX 4599 LEXINGTON KY 405449986 PC PROGRAM SUPPORT 5000 HOUSTON GRAND OPERA 510 PRESTON STREET HOUSTON TX 770020174 PC PROGRAM SUPPORT 20000 HOUSTON FOOD BANK C/O DONER SERVICES 535 PORTWALL ST HOUSTON TX 770291322 PC PROGRAM SUPPORT 5000 FAMILY TREE 3805 NORTH MARSHALL STREET SUITE 100 WHEAT RIDGE CO 80033 PC PROGRAM SUPPORT 5000 MERCURY 2900 WESLAYAN STE 500 HOUSTON TX 77027 PC PROGRAM SUPPORT 15000 BOOKS BETWEEN KIDS PO BOX 25072 HOUSTON TX 77265 PC PROGRAM SUPPORT 2500 HOUSTON PUBLIC MEDIA 4343 ELGIN STREET HOUSTON TX 77204 PC PROGRAM SUPPORT 1500 THE METHODIST HOSPITAL FOUNDATION PO BOX 4384 HOUSTON TX 772104384 PC PROGRAM SUPPORT 20000 HOUSTON COALITION FOR THE HOMELESS 2000 CRAWFORD ST SUITE 700 HOUSTON TX 770020174 PC PROGRAM SUPPORT 5000 ANIMAL ASSISTED HAPPINESS 1030 E EL CAMINO REAL 279 SUNNYVALE CA 94087 PC PROGRAM SUPPORT 5000 THE SALVATION ARMY GREATER HOUSTON PO BOX 2687 HOUSTON TX 775852687 PC PROGRAM SUPPORT 1500 HOUSTON ZOO 1513 CAMBRIDGE STREET HOUSTON TX 77030 PC PROGRAM SUPPORT 2500 BAKERRIPLEY PO BOX 231808 HOUSTON TX 772231808 PC PROGRAM SUPPORT 4500 ATLANTA COMMUNITY FOOD BANK 3400 N DESERT DR EAST POINT GA 30344 PC PROGRAM SUPPORT 5000 NORTH STAR ACHIEVEMENT CENTER 908 LILY CREEK ROAD SUITE 201 LOUISVILLE KY 40243 PC PROGRAM SUPPORT 5000 127600 0 14 89611 18 866523 0 956134 0 956134 0 0 0 0 0 0 0 0 0 0 X X 1 SUMMIT FOUNDATION SOUL OF THE SUMMIT PO BOX 4000 BRECKENRIDGE CO 80424 247113 X ACCOUNTING FEES 2935 734 2201 AVANTIS INTERNATNL SML (AVDV) AT COST 99415 105528 AVANTIS US SMALL CAP (AVUV) AT COST 101867 104020 DIMENSIONAL U S SMALL (DFAS) AT COST 102008 104226 ISHARES CORE MSCI (IEMG) AT COST 171939 176251 ISHARES CORE S&P 500 (IVV) AT COST 808819 837682 SPDR PORTFOLIO DLVPD (SPDW) AT COST 393429 408039 SPDR SHORT TERM (SPSB) AT COST 50243 50102 SPDR PORTFOLIO S&P 400 (SPMD) AT COST 230621 232914 STATE STREET REAL ESTATE SLCT (XLRE) AT COST 100693 96194 VANGUARD INTER-TERM (VGIT) AT COST 50208 49862 VANGUARD INTERMEDIATE (VCIT) AT COST 50132 49664 VANGUARD TOTAL BOND (BND) AT COST 357809 354795 LEGAL FEES 152 0 152 ADJUSTMENT TO COST BASIS REPORTING 783617 INVESTMENT MANAGEMENT FEES 474 474 0 SUMMIT FOUNDATION SOUL OF THE SUMMIT PO BOX 4000 BRECKENRIDGE CO 80424 WAYNE BRUNETTI 2121 KIRBY DRIVE BOX 37 10N HOUSTON TX 77019 MARY BRUNETTI 2121 KIRBY DRIVE BOX 37 10N HOUSTON TX 77019 EXCISE TAX 900 0 0 FOREIGN TAX 1031 1031 0