2026-08-13T13:49:12-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990PF 2025-01-01 836549400 DOLEZAL CHARITABLE TRUST DOLE 3192704814 PO BOX 1507 CEDAR RAPIDS IA 524061507 JONATHAN E GALLAGHER TRUSTEE 3192704814 2026-06-03 1 KRISTIN LR MYERS CPA P01706931 3192346885 2026-06-03 2025 2025-03-06 01:10:19Z X 38873204 X X 42106 42106 370502 370502 345682 345682 206915 -84450 3339861 0 673840 758290 101884 101884 0 21910 21910 0 3300 3300 0 38320 38320 0 45461 45461 0 17942 17942 134311 134311 0 363128 363128 0 1958506 1958506 2321634 363128 1958506 -1647794 395162 324829 347475 347475 12149933 12529372 19241810 11145494 104654 13095782 11040840 19283919 25570544 23917687 38873204 0 0 X 0 0 0 0 25570544 23917687 25570544 23917687 25570544 23917687 25570544 -1647794 0 23922750 5063 23917687 PUBLICLY TRADED SECURITIES P 1330807 1383496 -52689 -52689 52.23 ACRES LINN COUNTY FARMLAND P 2025-03-28 2000000 2040815 -40815 -40815 CAPITAL GAINS DIVIDENDS P 9054 9054 9054 -84450 5493 0 5493 0 5493 9899 0 0 0 9899 0 4406 4406 0 0 0 0 0 0 0 0 0 0 0 0 1 IA 1 0 0 0 0 1 N/A JONATHAN E GALLAGHER 3192704814 1023 HUNTERS GREEN WAY MARION IA 52302 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JONATHAN E GALLAGHER 1023 HUNTERS GREEN WAY MARION IA 52302 TRUSTEE 2.00 101884 0 0 NONE 0 NONE 0 N/A 0 0 19258782 484545 19283919 39027246 0 0 39027246 585409 38441837 1922092 1922092 5493 5493 1916599 0 1916599 0 1916599 1958506 0 1958506 1916599 1958506 0 0 1958506 1958506 0 0 0 0 0 0 0 0 0 0 0 1916599 0 0 0 X ISU FOUNDATION 2505 UNIVERSITY BLVD AMES IA 50010 N/A NC SCHOLARSHIP DISTRIBUTION 1958506 1958506 0 14 42106 14 370502 16 206915 18 -84450 0 535073 0 535073 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 3300 3300 0 TILING - THARP ROAD SOUTH 2018-03-31 3067 918 SL 15.000000000000 204 204 TILING - SHUEYVILLE FARM 2018-03-31 9061 2718 SL 15.000000000000 604 604 TILING INTAKE - THARP NORTH 2018-03-31 1173 351 SL 15.000000000000 78 78 EARTH MOVING (08/11/2011) - THARP RD SOUTH 2018-03-31 4879 1950 SL 15.000000000000 325 325 WATERWAY REPAIR (12/24/2011) - THARP RD SOUTH 2018-03-31 25179 10074 SL 15.000000000000 1679 1679 EARTH WORK (12/07/2013) - THARP RD SOUTH 2018-03-31 7874 3151 SL 15.000000000000 525 525 EARTH WORK (12/07/2013) - SHUEYVILLE FARM 2018-03-31 17361 6946 SL 15.000000000000 1157 1157 TILING - SHUEYVILLE FARM 2018-03-31 5400 1620 SL 15.000000000000 360 360 TILING - THARP SOUTH 2018-03-31 1300 391 SL 15.000000000000 87 87 EARTH WORK TO LEVEL LAND - THARP RD SOUTH 2018-03-31 14000 4200 SL 15.000000000000 933 933 TILING 4 16 - SHUEYVILLE FARM 2018-03-31 7269 2910 SL 15.000000000000 485 485 TILING 10 16 - THARP RD SOUTH 2018-03-31 22707 9087 SL 15.000000000000 1514 1514 TILING - KLIMA DRAINAGE - SHUEYVILLE FARM 2019-02-11 5627 5627 SL 15.000000000000 0 0 TILING REPAIRS - THARP SOUTH FARM 2020-03-12 1549 1549 SL 15.000000000000 0 0 PAINTING FARM OUTBUILDINGS 2020-09-28 10156 10156 SL 5.000000000000 0 0 COVER CROP EXPENSES - 20% TO SWISHER E 40 AND 80% TO SWISHER W 160 2021-10-31 9168 9168 SL 7.000000000000 0 0 SCHWISHER 160 LAND IMPROVEMENTS 2022-12-24 43588 6175 SL 15.000000000000 2906 2906 LAND 2018-03-31 10899494 L 0 0 TILING - KLIMA DRAINAGE - THARP RD SOUTH 2019-02-11 5264 5264 SL 15.000000000000 0 0 ROOF REPLACEMENT - HOME FARM 2023-11-03 18880 773 SL 27.500000000000 687 687 TILING - THARP ROAD SOUTH 2024-03-26 8756 292 SL 15.000000000000 584 584 GARAGE DOOR REPLACEMENT - HOME FARM 2024-07-18 10903 1558 200DB 7.000000000000 2670 1558 LAWN TRACTOR - HOME FARM 2024-05-29 12839 1834 200DB 7.000000000000 3144 1834 CORPORATE STOCK - COMMON 12529372 19241810 TILING - THARP ROAD SOUTH 3067 1122 1945 TILING - SHUEYVILLE FARM 9061 3322 5739 TILING INTAKE - THARP NORTH 1173 429 744 EARTH MOVING (08/11/2011) - THARP RD SOUTH 4879 2275 2604 WATERWAY REPAIR (12/24/2011) - THARP RD SOUTH 25179 11753 13426 EARTH WORK (12/07/2013) - THARP RD SOUTH 7874 3676 4198 EARTH WORK (12/07/2013) - SHUEYVILLE FARM 17361 8103 9258 TILING - SHUEYVILLE FARM 5400 1980 3420 TILING - THARP SOUTH 1300 478 822 EARTH WORK TO LEVEL LAND - THARP RD SOUTH 14000 5133 8867 TILING 4 16 - SHUEYVILLE FARM 7269 3395 3874 TILING 10 16 - THARP RD SOUTH 22707 10601 12106 TILING - KLIMA DRAINAGE - SHUEYVILLE FARM 5627 5627 0 TILING REPAIRS - THARP SOUTH FARM 1549 1549 0 PAINTING FARM OUTBUILDINGS 10156 10156 0 COVER CROP EXPENSES - 20% TO SWISHER E 40 AND 80% TO SWISHER W 160 9168 9168 0 SCHWISHER 160 LAND IMPROVEMENTS 43588 9081 34507 LAND 10899494 0 10899494 19283919 TILING - KLIMA DRAINAGE - THARP RD SOUTH 5264 5264 0 ROOF REPLACEMENT - HOME FARM 18880 1460 17420 TILING - THARP ROAD SOUTH 8756 876 7880 GARAGE DOOR REPLACEMENT - HOME FARM 10903 4228 6675 LAWN TRACTOR - HOME FARM 12839 4978 7861 LEGAL FEES 19919 19919 0 LEGAL FEES - RENTAL 1991 1991 0 TIMING DIFFERENCE 5063 INVESTMENT FEES 94243 94243 0 MISCELLANEOUS FEES 418 418 0 OID ACQUISITION PREMIUM 775 775 0 UTILITIES 3220 3220 0 REPAIRS 638 638 0 INSURANCE 7429 7429 0 SUPPLIES 373 373 0 MISCELLANEOUS FEES 107 107 0 CROP INPUTS 27068 27068 0 DUES 40 40 0 FARM MANAGEMENT FEES 32900 32900 0 MAINTENANCE FEES 5420 5420 0 FOREIGN TAXES WITHHELD 3822 3822 0 PROPERTY TAXES 41639 41639 0