2024-11-07T10:41:54-06:00
2023-12-31
471019942
CREATIVE PLANNING TAX LLC
5454 W 110TH STREET
OVERLAND PARK
KS
66211
990PF
2023-01-01
261631464
LANDRY'S HELPING HEART FOUNDATION
LAND
7703302662
12220 BIRMINGHAM HWY BLDG 70
ALPHARETTA
GA
30004
WILLIAM J ALBERTSON
SETTLOR TRUSTEE
7703302662
2024-11-07
1
0
ELIZABETH BLACKBURN CPA
P01589987
9133382727
2024-11-06
2023
2024-10-15 13:58:12Z
X
6300614
X
X
327
327
128730
128730
141486
662921
141486
34156
0
304699
270543
0
0
0
8500
0
8500
48577
28771
0
4211
4211
0
24427
0
50717
0
10200
136432
32982
18700
144067
144067
280499
32982
162767
24200
237561
99115
163423
163423
4812606
3960250
5366326
792624
66007
790056
726617
769023
0
1842
1842
5701777
4852132
6300614
22000
17600
22000
17600
X
0
0
0
0
5679777
4834532
5679777
4834532
5701777
4852132
5679777
24200
0
5703977
869445
4834532
CHARLES SCHWAB
8730
7978
752
752
CHARLES SCHWAB
653492
513457
140035
140035
CAPITAL GAINS DIVIDENDS
P
699
699
699
141486
3302
0
3302
0
3302
9607
0
0
0
9607
0
6305
6305
0
0
0
0
0
0
0
0
0
0
0
1
1
1
0
0
1
0
1
N/A
LANDRYS HELPING HEART FOUNDATION
7703302662
12220 BIRMINGHAM HWY BLDG 70
ALPHARETTA
GA
30004
0
0
0
0
0
0
0
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
WILLIAM J ALBERTSON
12220 BIRMINGHAM HWY BLDG 70
ALPHARETTA
GA
30004
SETTLOR TRUSTEE
0.00
0
0
0
CRISTA ALBERTSON
12220 BIRMINGHAM HWY BLDG 70
ALPHARETTA
GA
30004
SETTLOR TRUSTEE
0.00
0
0
0
NONE
0
NONE
0
0
5093472
90233
0
5183705
0
0
5183705
77756
5105949
255297
255297
3302
3302
251995
0
251995
0
251995
162767
0
76325
239092
251995
0
0
172310
46300
218610
239092
0
0
0
239092
0
12903
12903
205707
0
0
0
0
0
0
0
205707
159407
46300
WILLIAM J ALBERTSON
CRISTA ALBERTSON
X
SYLVIA MCEWEN BENEFIT
106 NE 4TH ST
ALEDO
IL
61231
PC
CANCER BENEFIT
2000
WORLD VISION
34834 WEYERHAEUSER WAY
FEDERAL WAY
WA
98001
PC
HUMANITARIAN AID
3000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001
CINCINNATI
OH
45277
PF
FUNDING DONOR ADVISED FUND FOR VARIOUS CHARITIES
75000
GENESIS MEDICAL CENTER ALEDO
409 NW 9TH AVE
ALEDO
IL
61231
PC
MEDICAL CHARITY DONATION
180
ECONOMIC GROWTH CORPORATION
100 19TH STREET
ROCK ISLAND
IL
61201
PC
DISCOUNT ON SALE OF PROPERTY TO 501C3 CHARITY - CHARITY PAID UNDER FMV
63887
144067
0
RENT INCOME
41
34156
14
327
14
128730
18
141486
0
304699
0
304699
0
0
0
0
0
0
0
0
0
0
ACCOUNTING
8500
0
8500
FOUNDATION ASSETS- FURNITURE
2021-07-01
66410
23718
SL
7.000000000000
9487
0
FOUNDATION ASSETS- FURNITURE
2021-07-01
10715
3827
SL
7.000000000000
1531
0
FOUNDATION ASSETS- FURNITURE
2021-07-01
20374
7277
SL
7.000000000000
2911
0
MI CASA
2021-09-30
115000
6758
SL
39.000000000000
2949
0
OPERA HOUSE
2021-09-30
110000
NC
0
0
HOTEL PARKING LOT
2021-09-30
6000
L
0
0
TIRE SHOP/STATION
2021-09-30
40000
SL
39.000000000000
1026
0
GUTTER SHOP
2021-09-30
90000
SL
39.000000000000
2308
0
NORTHSIDE SCHOOL
2021-08-13
98459
NC
0
0
ABERCOMBIE ART
2022-06-30
164394
SL
39.000000000000
4215
0
ABERCOMBIE LOT
2022-10-31
36406
L
0
0
OPERA ROOF AND DESIGN CONCEPT
2022-08-01
57000
NC
0
0
OPERA HOUSE DESIGN
2023-03-13
9900
NC
0
0
MALONE PARK
2023-08-08
66425
NC
0
0
INVESTMENTS
3960250
5366326
FOUNDATION ASSETS- FURNITURE
66410
33205
33205
FOUNDATION ASSETS- FURNITURE
10715
5358
5357
FOUNDATION ASSETS- FURNITURE
20374
10188
10186
MI CASA
115000
9707
105293
OPERA HOUSE
110000
0
110000
HOTEL PARKING LOT
6000
0
6000
TIRE SHOP/STATION
40000
1026
38974
GUTTER SHOP
90000
2308
87692
ABERCOMBIE ART
164394
4215
160179
ABERCOMBIE LOT
36406
0
36406
OPERA ROOF AND DESIGN CONCEPT
57000
0
57000
OPERA HOUSE DESIGN
9900
0
9900
MALONE PARK
66425
0
66425
REIMBURSEMENT IN TRANSIT
0
1842
1842
PY ADJUSTMENTS
869445
INSURANCE
17147
0
0
BANK FEES
68
0
0
TAXES
12043
0
0
CLEANING AND MAINTENANCE
275
0
0
PROJECT EXPENSES
10200
0
10200
UTILITIES
10307
0
0
TRAVEL
677
0
0
RENT INCOME
34156
34156
TIF LOAN
22000
17600
PROFESSIONAL FEES
19806
0
0
INVESTMENT MANAGEMENT FEE
28771
28771
0
FOREIGN TAXES PAID
4211
4211
0
WINDBORN INITIATIVE LLC
12220 BIRMINGHAM HWY BLDG 70
ALPHARETTA
GA
30004
261631465
FUNDING FOR CHARITABLE DONATIONS AND PROPERTY IMPROVEMENTS
0
165000