2024-06-05T10:56:23-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 2451 OAKDALE BLVD - STE 204 CORALVILLE IA 52241 990PF 2023-01-01 812552110 WATTS FAMILY FOUNDATION WATT 3193384100 425 E OAKDALE BLVD CORALVILLE IA 52241 GARY WATTS DIRECTOR 3193384100 2024-05-15 1 GARY WATTS XXX-XX-XXXX 0 DENNIS CRAVEN CPA P00094196 3193543000 2024-05-15 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3831311 X 249340 25147 25147 189094 189094 90006 90944 341286 90944 554525 305185 0 0 0 2378 2378 0 6211 6211 0 42371 36371 0 23509 23509 39208 39208 0 113677 107677 0 184306 184306 297983 107677 184306 256542 197508 30402 59104 59104 164 1885 164 164 1997245 55455 1965299 1941790 1997245 1367439 1774798 1774798 3365025 3775856 3831311 1250 838 14163 13955 15413 14793 X 0 0 0 0 3349612 3761063 3349612 3761063 3365025 3775856 3349612 256542 154909 3761063 0 3761063 LPL FINANCIAL LONG TERM 2023-01-01 2023-12-31 217532 121093 96439 96439 LPL FINANCIAL SHORT TERM 2022-01-01 2023-12-31 123754 129249 -5495 -5495 90944 2745 0 2745 0 2745 4046 0 0 0 4046 0 1301 1301 0 0 0 0 0 0 0 0 0 0 0 0 1 IA 1 0 0 0 0 1 N/A GARY WATTS 3193384100 425 E OAKDALE BLVD CORALVILLE IA 52241 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GARY WATTS 425 E OAKDALE BLVD CORALVILLE IA 52241 DIRECTOR 1.00 0 0 0 BECKY WATTS 425 E OAKDALE BLVD CORALVILLE IA 52241 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1355578 18720 1355578 2729876 0 0 2729876 40948 2688928 134446 134446 2745 2745 131701 0 131701 0 131701 184306 0 184306 131701 0 0 57105 45514 17778 120397 184306 0 0 0 131701 52605 0 0 173002 0 0 0 0 0 0 0 173002 57105 45514 17778 52605 GARY WATTS BECKY WATTS X ARENACO 1512 7TH ST CORALVILLE IA 52241 PC FOR UNRESTRICTED USE BY RECIPIENT 100000 DEAFINITELY DOGS 2802 LIPPISCH PLACE SW CEDAR RAPIDS IA 52404 PC FOR UNRESTRICTED USE BY RECIPIENT 20000 UNIVERSITY OF NORTHERN IOWA FOUNDATION 204 COMMONS CEDAR FALLS IA 50614 PC FOR UNRESTRICTED USE BY RECIPIENT 6000 SHELTER HOUSE 429 SOUTHGATE AVE IOWA CITY IA 52240 PC FOR UNRESTRICTED USE BY RECIPIENT 2306 EASTERN IOWA FCA 1800 46TH ST NE CEDAR RAPIDS IA 52402 PC FOR UNRESTRICTED USE BY RECIPIENT 10000 IOWA CITY SCHOOL FOUNDATION 1725 N DODGE ST IOWA CITY IA 52245 PC FOR UNRESTRICTED USE BY RECIPIENT 1000 IOWA CITY BIKE LIBRARY 1222 S GILBERT ST IOWA CITY IA 52240 PC FOR UNRESTRICTED USE BY RECIPIENT 10000 WAYPOINT SERVICES 318 5TH ST SE CEDAR RAPIDS IA 52401 PC FOR UNRESTRICTED USE BY RECIPIENT 5000 RONALD MCDONALD HOUSE 730 HAWKINS DR IOWA CITY IA 52246 PC FOR UNRESTRICTED USE BY RECIPIENT 10000 DOMESTIC VIOLENCE INTERVENTION PROGRAM 1105 S GILBERT COURT SUITE 300 IOWA CITY IA 52240 PC FOR UNRESTRICTED USE BY RECIPIENT 10000 BUTCH PETERSON LEGACY FOUNDATION 801 W MAIN STREET WEST BRANCH IA 52358 PC FOR UNRESTRICTED USE BY RECIPIENT 10000 184306 0 14 25147 16 90006 18 90944 0 206097 0 206097 0 0 0 0 0 0 0 0 0 0 X X 1 GARY WATTS 2881 SADDLECLUB ROAD NE IOWA CITY IA 52240 124670 X 2 BECKY WATTS 2881 SADDLECLUB ROAD NE IOWA CITY IA 52240 124670 X 1 PUBLIC TRADED STOCKS AND MUTUAL FUNDS 124670 2023-12-21 2 PUBLIC TRADED STOCKS AND MUTUAL FUNDS 124670 2023-12-21 TAX PREPARATION FEES 2378 2378 0 FENCE AND CONCRETE WORK 2021-08-24 7245 644 SL 15.000000000000 483 483 10 ZELLER XING NL BLDG 2020-12-31 3992 L 0 0 10 ZELLER XING NL LAND 2020-12-31 35924 2612 SL 27.500000000000 1306 1306 710 ARBOR DR, IOWA CITY, IA LAND 2020-12-31 6255 L 0 0 710 ARBOR DR, IOWA CITY, IA BLDG 2020-12-31 56297 4094 SL 27.500000000000 2047 2047 472 CAMBRIA LAND 2020-12-31 8519 L 0 0 472 CAMBRIA BUILDING 2020-12-31 76670 5576 SL 27.500000000000 2788 2788 505 PENN LAND 2020-12-31 4204 L 0 0 505 PENN BUILDING 2020-12-31 37836 2752 SL 27.500000000000 1376 1376 1421 MCKINLEY LAND 2020-12-31 4566 L 0 0 1421 MCKINLEY BUILDING 2020-12-31 41090 2988 SL 27.500000000000 1494 1494 2917 SWEET BRIAR LAND 2020-12-31 4249 L 0 0 2917 SWEET BRIAR BUILDING 2020-12-31 38243 2782 SL 27.500000000000 1391 1391 1577 BURR DRIVE LAND 2020-12-31 10261 L 0 0 1577 BURR DRIVE BUILDING 2020-12-31 92353 6716 SL 27.500000000000 3358 3358 560 KANSAS LAND 2020-12-31 5777 L 0 0 560 KANSAS BUILDING 2020-12-31 51994 3782 SL 27.500000000000 1891 1891 440 BRADLEY #11 LAND 2022-12-31 11000 L 0 0 440 BRADLEY #11 BUILDING 2022-12-31 42933 SL 27.500000000000 1561 1561 460 BRADLEY #11 LAND 2022-12-31 10000 L 0 0 460 BRADLEY #11 BUILDING 2022-12-31 35771 SL 27.500000000000 1301 1301 470 PENN STREET LAND 2022-12-31 12950 L 0 0 470 PENN STREET BUILDING 2022-12-31 41505 SL 27.500000000000 1509 1509 80 CHERRY ST LAND 2022-12-31 11082 L 0 0 80 CHERRY ST BUILDING 2022-12-31 30939 SL 27.500000000000 1125 1125 2873 CORAL COURT LAND 2022-12-31 5000 L 0 0 2873 CORAL COURT BUILDING 2022-12-31 51665 SL 27.500000000000 1879 1879 FENCE AND CONCRETE WORK 7245 1127 6118 10 ZELLER XING NL BLDG 3992 0 3992 10 ZELLER XING NL LAND 35924 3918 32006 710 ARBOR DR, IOWA CITY, IA LAND 6255 0 6255 710 ARBOR DR, IOWA CITY, IA BLDG 56297 6141 50156 472 CAMBRIA LAND 8519 0 8519 472 CAMBRIA BUILDING 76670 8364 68306 505 PENN LAND 4204 0 4204 505 PENN BUILDING 37836 4128 33708 1421 MCKINLEY LAND 4566 0 4566 1421 MCKINLEY BUILDING 41090 4482 36608 2917 SWEET BRIAR LAND 4249 0 4249 2917 SWEET BRIAR BUILDING 38243 4173 34070 1577 BURR DRIVE LAND 10261 0 10261 1577 BURR DRIVE BUILDING 92353 10074 82279 560 KANSAS LAND 5777 0 5777 560 KANSAS BUILDING 51994 5673 46321 440 BRADLEY #11 LAND 11000 0 11000 440 BRADLEY #11 BUILDING 42933 1561 41372 460 BRADLEY #11 LAND 10000 0 10000 460 BRADLEY #11 BUILDING 35771 1301 34470 470 PENN STREET LAND 12950 0 12950 470 PENN STREET BUILDING 41505 1509 39996 80 CHERRY ST LAND 11082 0 11082 80 CHERRY ST BUILDING 30939 1125 29814 2873 CORAL COURT LAND 5000 0 5000 2873 CORAL COURT BUILDING 51665 1879 49786 MUTUAL FUNDS FMV 772101 772101 EQUITY AND OPTIONS FMV 961894 961894 HILLS BANCORPORATION FMV 40803 40803 HOA DUE 20075 20075 0 SNOW REMOVAL 565 565 0 INSURANCE 3844 3844 0 PERMITS 456 456 0 UTILITIES 216 216 0 REPAIRS & MAINTENANCE 14052 14052 0 UNREALIZED GAIN ON INVESTMENTS 2023 154909 SECURITY DEPOSITS 9435 13955 PREPAID RENT 4728 0 INVESTMENT FEES 6211 6211 0 FEDERAL INCOME TAXES 6000 0 0 PROPERTY TAX 36371 36371 0