2026-05-15T16:43:36-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 2451 OAKDALE BLVD - STE 203 CORALVILLE IA 52241 990PF 2025-01-01 426100764 THE GEORGE H SCANLON FOUNDATION GEOR 8572251025 PO BOX 323 OKOBOJI IA 51355 PAT SCANLON TREASURER 8572251025 2026-05-15 1 DENNIS CRAVEN CPA P00094196 3193543000 2026-05-15 2025 2025-03-06 01:10:19Z X 4146451 X X 53431 53431 77530 77530 61643 1150388 61643 192604 192604 0 12000 6000 0 6000 3356 1678 0 1678 39345 39345 0 0 7642 1481 0 0 15081 0 0 15081 5467 5381 0 86 82891 53885 0 22845 188885 188885 271776 53885 0 211730 -79172 138719 0 488578 151811 151811 560923 696707 734231 2065436 2016864 2288383 775036 945419 972026 3889973 3810801 4146451 0 0 X 0 0 0 0 3889973 3810801 3889973 3810801 3889973 3810801 3889973 -79172 0 3810801 0 3810801 FIDELITY 0037 P 2022-01-01 2025-12-31 89005 86037 2968 2968 FIDELITY 4889 P 2022-01-01 2025-12-31 948821 940351 8470 8470 FIDELITY 4889 P 2022-01-01 2025-12-31 112562 62357 50205 50205 61643 1928 0 1928 0 1928 6560 0 0 0 6560 0 4632 4632 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 NONE ROBERT DOWNER 3193659461 327 2ND STEET SUITE 300 CORALVILLE IA 52241 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLARK W SCANLON PO BOX 323 OKOBOJI IA 51355 PRESIDENT 1.00 0 0 0 JAMES P SCANLON JR PO BOX 323 OKOBOJI IA 51355 TREASURER 15.00 12000 0 0 JANE A SCANLON PO BOX 323 OKOBOJI IA 51355 SECRETARY 1.00 0 0 0 MARCIA E SCANLON PO BOX 323 OKOBOJI IA 51355 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 3442013 489317 0 3931330 0 0 3931330 58970 3872360 193618 193618 1928 1928 191690 0 191690 0 191690 211730 0 211730 191690 0 0 5349 5393 10742 211730 0 0 0 191690 20040 0 0 30782 0 0 0 0 0 0 0 30782 5349 5393 20040 X BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 NONE PC GENERAL OPERATING BUDGET 2500 BUCKINGHAM BROWNE & NICHOLS SCHOOL 80 GERRYS LANDING ROAD CAMBRIDGE MA 02138 NONE PC GENERAL OPERATING BUDGET 10000 CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 NONE PC GENERAL OPERATING BUDGET 10000 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 NONE PC LITERALLY HEALING PROGRAM 15000 COOLIDGE CORNER THEATRE FOUNDATION 290 HARVARD ST BROOKLINE MA 02446 NONE PC GENERAL OPERATING BUDGET 24760 FIX N FIDOS 8033 SUNSET BLVD LOS ANGELES CA 90046 NONE PC GENERAL OPERATING BUDGET 5000 HEADLOCK WRESTLING ACADEMY 721 W BEACH DR ADDISON IL 60101 NONE PC GENERAL OPERATING BUDGET 15000 HOOVER PRESIDENTIAL FOUNDATION PO BOX 696 WEST BRANCH IA 52358 NONE PC GENERAL OPERATING BUDGET 1000 JOHNSTON COMMUNITY PARTNERSHIP 5870 MERLE HAY RD STE C JOHNSTON IA 50131 NONE PC GENERAL OPERATING BUDGET 1000 NORTH LIBERTY COMMNITY FOOD PANTRY 89 N JONES BLVD NORTH LIBERTY IA 52317 NONE PC GENERAL OPERATING BUDGET 10000 OPERATION WALK CHICAGO 680 N LAKE SHORE DR STE 900 CHICAGO IL 60611 NONE PC GENERAL OPERATING BUDGET 20000 PROVINCETOWN INTERNATIONAL FILM FESTIVAL INC PO BOX 605 PROVINCETOWN MA 02657 NONE PC GENERAL OPERATING BUDGET 2500 UNIVERSITY OF IOWA FOUNDATION PO BOX 4550 IOWA CITY IA 52244 NONE PC GENERAL OPERATING BUDGET 41000 BROOKLINE ARTS CENTER 86 MONMOUTH ST BROOKLINE MA 02446 NONE PC GENERAL OPERATING BUDGET 5000 THE AMERICAN CINEMATHEQUE 1604 N CAHUENGA BLVD STE A LOS ANGELES CA 90028 NONE PC GENERAL OPERATING BUDGET 1200 CORE SCHOOL INC 350 LEE RD NORTHBOOK IL 60062 NONE PC GENERAL OPERATING BUDGET 10000 LA FOOD BANK 1734 E 41ST ST LOS ANGELES CA 90058 NONE PC GENERAL OPERATING BUDGET 1300 SAWMILL MUSEUM 2231 GRANT ST CLINTON IA 52732 NONE PC GENERAL OPERATING BUDGET 2000 WORLD CENTRAL KITCHEN 201 L ST NW SUITE 500 WASHINGTON DC 20036 NONE PC GENERAL OPERATING BUDGET 6000 FALLINGWATER PENNSYLVANIA CONSERVANCY 800 WATERFRONT DRIVE PITTSBURGH PA 15222 NONE PC GENERAL OPERATING BUDGET 125 HAEFA USA 311 BEDFORD ST LEXINGTON MA 02420 NONE PC GENERAL OPERATING BUDGET 500 MSPCA 350 S HUNTINGTON AVE JAMAICA PLAINS MA 02130 NONE PC GENERAL OPERATING BUDGET 5000 188885 0 14 53431 14 77530 18 61643 0 192604 0 192604 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3356 1678 0 1678 AIR LEASE CORP 4543 4926 AMERICAN HONDA FIN 5002 5035 AMERICAN TOWER CORP 4706 4974 ASTRAZENECA FINANCE LLC 4991 5108 AT&T INC 9429 10013 BANK AMERICA CORP 9448 10197 BANK NOVA SCOTIA 4932 5003 BHP BILLITON FIN USA LTD NOTE 4936 5078 CAPITAL ONE FINL CORP 8733 9812 CHN INDUSTRIAL CAPITAL 4520 4926 CITIGROUP INC 9395 10120 CITIGROUP INC NOTE 36315 37390 COMCAST CORP 9606 10054 CVS HEALTH CORP NOTE 9615 10033 DISNEY WALT CO 8566 9350 ENBRIDGE INC 4970 5275 EXELON CORP 4795 4990 GENERAL MTRS FINL CO INC 39112 39502 GOLDMAN SACHS GROUP INC 9255 9941 HEICO CORP NEW NOTE 35523 36256 JOHN DEERE CAPITAL CORPORATION 9972 10269 JPMORGAN CHASE & CO 9717 10390 JPMORGAN CHASE & CO BOND PERPETUAL 40548 41564 LINCOLN NATL CORP 4160 4753 MPLX LP 4599 4980 NEXTERA ENERGY 4901 5092 OREILLY AUTOMOTIVE INC NOTE 4760 4971 PEPSICO INC 5011 5052 PFIZER INVT ENTERPRISES 9643 10125 PNC FINL SVCS 4664 5116 ROYAL BK CDA SERIES 1 7122 7268 RYDER SYS INC 5119 5292 T MOBILE USA INC 4942 5093 TEXTRON INC NOTE 37061 37678 TOYOTA MTR CR CORP 4925 5078 WASTE MGMT INC 4869 5129 WELLS FARGO & CO 9339 9935 WILLIS NORTH AMER 4840 5156 AMERICAN EXPRESS CO NOTE 4618 4928 SCHWAB CHARLES CORP SER A 38910 39735 UNITEDHEALTH GROUP INC NOTE 4975 5042 TOYOTA MTR SER B MTN 41349 42367 ALEXANDRIA REAL ESTATE EQ INC NOTE 4866 5067 NATIONAL RURAL UTILS COOP 4936 5164 CHUBB INA HLDGS INC 43719 44703 NORTHERN TR CORP NOTE 47829 49071 JOHNSON CTLS INTL PLC/TYCO NOTE 39921 40667 KENVUE INC SER B NOTE 49871 51021 TOTALENERGIES CAP SA NOTE 7217 7279 CONOCOPHILLIPS COMPANY 37176 37964 ALCAN INC NOTE 47517 47941 DOUBLELINE TOTAL RETURN BOND 167931 170153 VANGUARD INDEX FUNDS S&P 500 ETF USD 662262 847253 AMCOR PLC ORD 15093 12827 MEDTONIC PLC 11442 12680 ABBVIE INC 10976 13709 AIR PRODUCTS AND CHEMICALS INC 15561 13833 ARCHER-DANIELS-MIDLAND 11820 13050 BROWN-FORMAN CORP COM 15129 13108 CHEVRON CORP NEW COM 13594 13564 CLOROX CO COM 17527 13007 COCA-COLA CO 11992 13073 CONSOLIDATED EDISON INC COM 13514 13309 EVERSOURCE ENERGY 12280 14813 EXXON MOBIL CORP COM 14285 14561 FRANKLIN RESOURCES INC. 13746 15027 GENUINE PARTS CO 14379 14263 HORMEL FOODS CORP 20442 14931 JOHNSON & JOHNSON COM 11033 14693 KENVUE INC COM 16378 13800 KIMBERLY-CLARK CORP 16997 13519 NEXTERA ENERGY INC COM 12318 13166 PPG INDUSTRIES INC COM 13621 14037 PEPSICO INC 15813 13921 PRICE T ROWE GROUPS COM 14631 14026 PROCTER AND GAMBLE CO 13237 12611 SMUCKER J M CO COM 16861 13987 STANLEY BLACK & DECKER INC 15600 15673 SYSCO CORP 13938 13559 TARGET CORP 16219 15054 ESSEX PROPERTY TRUST INC 17293 14916 FEDERAL RLTY INV TR NEW SH BEN INT 16692 15120 REALTY INCOME CORP COM 11865 11781 ISHARES CORE S&P MID-CAP ETF 304665 305646 ISHARES CORE S&P SMALL-CAP ETF 132444 131958 SCHWAB EMERGING MARKETS EQUITY ETF 149781 177472 SCHWAB INTERNATIONAL EQUITY ETF 333436 410436 472128 496108 224579 238123 POSTAGE 86 0 0 86 ADJUSTMENT TO INVESTMENT INCOME 5381 5381 0 0 INVESTMENT FEES 39345 39345 0 0 FEDERAL INCOME TAXES 6161 0 0 0 FOREIGN INCOME TAXES 1481 1481 0 0