2026-07-15T16:32:19-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990PF 2025-01-01 824638694 PAULINE R BARRETT CHARITABLE FOUNDATION PAUL 3146152360 8182 MARYLAND AVENUE 12TH FLOOR ST LOUIS MO 63105 LINDA LOCKWOOD TRUSTEE 3146152360 2026-07-09 1 HEATHER GUNDERSON CPA P00196789 3192346885 2026-07-09 2025 2025-03-06 01:10:19Z X X 25690496 X X 632848 632848 1358038 6385978 1358038 1990886 1990886 160169 152161 8008 27000 1000 26000 2360 2124 236 15000 1000 14000 49116 11256 0 253645 167541 48244 1119400 1119400 1373045 167541 1167644 617841 1823345 1908574 1232766 1232766 19594273 20869252 24457730 21502847 22102018 25690496 0 0 X 21502847 22102018 21502847 22102018 21502847 22102018 21502847 617841 0 22120688 18670 22102018 PUBLICLY TRADED SECURITIES P 5780386 5027940 752446 752446 CAPITAL GAINS DIVIDENDS P 605592 605592 605592 1358038 25344 0 25344 0 25344 22000 0 15000 0 37000 0 11656 11656 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A REGIONS BANK 3146152360 8182 MARYLAND AVENUE 12TH FLOOR ST LOUIS MO 63105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 REGIONS BANK 8182 MARYLAND AVENUE 12TH FLOOR ST LOUIS MO 63105 TRUSTEE 4.00 160169 0 0 NONE 0 NONE 0 0 24069556 587689 0 24657245 0 0 24657245 369859 24287386 1214369 1214369 25344 25344 1189025 0 1189025 0 1189025 1167644 0 1167644 1189025 1075306 0 0 1167644 1075306 0 0 92338 0 0 0 0 0 0 0 0 1096687 0 0 0 BETH KUNKLE PO BOX 178 WATERLOO IA 50704 3192341766 GRANT APPLICATION FORM ATTACHED ON PREVIOUSLY FILED FORM 990-PF. NONE PROVIDE FUNDS TO CHARITABLE ORGANIZATIONS THAT ARE LOCATED IN AND PROVIDE SERVICES TO THE RESIDENTS OF BLACK HAWK COUNTY, IA. FIRST PRESBYTERIAN CHURCH 505 FRANKLIN ST WATERLOO IA 50703 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 50000 JOB FOUNDATION 4600 UNIVERSITY AVE STE 1 CEDAR FALLS IA 50613 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 10000 YWCA 425 LAFAYETTE ST WATERLOO IA 50703 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 50000 ALLEN COLLEGE 1990 HEATH ST WATERLOO IA 50703 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 250000 GRIN AND GROW 608 W 4TH ST WATERLOO IA 50702 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 15000 WATERLOOCEDAR FALLS SYMPHONY 8201 DAKOTA STREET CEDAR FALLS IA 50614 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 25000 NORTHEAST IOWA FOOD BANK 1065 LAFAYETTE STREET WATERLOO IA 50703 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 100000 LUTHERAN SERVICES IN IOWA 304 SOUTH STREET WATERLOO IA 50701 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 5000 CITY OF WATERLOO LEISURE SERVICES 1101 CAMPBELL AVENUE WATERLOO IA 50701 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 100000 IOWA LEGAL AID 607 SYCAMORE ST 304 WATERLOO IA 50703 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 10000 JUNIOR ACHIEVEMENT OF EASTERN IOWA 324 3RD STREET SE 200 CEDAR RAPIDS IA 52401 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 5000 AMERICANS FOR INDEPENDENT LIVING 4020 UNIVERSITY AVE WATERLOO IA 50701 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 25000 WATERLOO PUBLIC LIBRARY 415 COMMERCIAL ST WATERLOO IA 50701 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 25000 ALLEN MEMORIAL HOSPITAL 1825 LOGAN AVE WATERLOO IA 50703 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 250000 IOWA HEARTLAND HABITAT FOR HUMANITY 805 W 5TH ST WATERLOO IA 50702 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 100000 CENTRAL RIVERS AEA FOUNDATION 1521 TECHNOLOGY PARKWAY CEDAR FALLS IA 50613 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 25000 CEDAR VALLEY ANGELS 304 SOUTH STREET WATERLOO IA 50701 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 5000 TRY PIE BAKERY 522 MULBERRY ST WATERLOO IA 50703 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 5000 WALNUT NEIGHBORHOOD ASSOCIATION 715 E 4TH ST WATERLOO IA 50703 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 20000 WATERLOO YOUTH CITY COUNCIL 114 E 4TH ST SUITE 300 WATERLOO IA 50703 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 4400 BOYS AND GIRLS CLUBS OF CEDAR VALLEY 515 LIME STREET WATERLOO IA 50703 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 30000 CEDAR VALLEY BRIDGES OUT OF POVERTY PO BOX 1923 WATERLOO IA 50703 NONE PC SUPPORT OF A LOCAL CHARITY THAT SUPPORTS THE LOCAL COMMUNITY 10000 1119400 0 14 632848 18 1358038 0 1990886 0 1990886 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2360 2124 236 BROWN ADVISORY SUSTAINABLE GROWTH FUND 714798 733763 DIAMOND HILL LARGE CAP FUND 659136 874209 VANGUARD 500 INDEX FUND 3345139 5797333 ARTISAN MID CAP FUND 257979 293149 INVESCO SMALL CAP VALUE FUND 912621 1012678 JOHN HANCOCK DISCIPLINED VALUE MID CAP 273833 301852 VANGUARD MID-CAP ETF 1673655 1771791 VIRTUS KAR SMALL-CAP GROWTH FUND 652927 349741 ARTISAN DEVELOPING WORLD FUND 301339 522423 GQG PARTNERS EMERGING MARKETS EQUITY FUND 744096 775501 PZENA EMERGING MARKETS VALUE FUND/USA 288456 365704 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX 822543 1428772 VANGUARD FTSE DEVELOPED MARKETS ETF 573294 693479 VANGUARD INTERNATIONAL GROWTH FUND 1109204 1237433 ARTISAN HIGH INCOME FUND 402546 412169 BAIRD AGGREGATE BOND FUND 2592557 2491612 BRANDYWINEGLOBAL HIGH YIELD FUND 401380 401391 FIDELITY INVESTMENT GRADE BOND FUND 3052169 2910879 JPMORGAN CORE PLUS BOND FUND 1285829 1245047 PIMCO INTERNATIONAL BOND FUND U.S. DOLLAR-HEDGED 574387 581413 VANGUARD EMERGING MARKETS BOND FUND 231364 257391 LEGAL FEES 27000 1000 26000 BOOK TO TAX TIMING DIFFERENCE 18670 GRANT COMMITTEE FEES 15000 1000 14000 EXCISE TAX 37860 0 0 FOREIGN TAX 11256 11256 0