2026-03-24T08:56:04-05:00 2025-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990PF 2025-01-14 334008689 3G FOUNDATION 3GFO 5154914772 421 GRAND AVE DES MOINES IA 50309 STEVE HAUSCHILT DIRECTOR 5154914772 2026-03-20 1 KRISTIN LR MYERS CPA P01706931 3192346885 2026-03-20 2025 2025-03-06 01:10:19Z X X 380077 X 409827 5126 5126 0 414953 5126 0 0 0 26179 0 26179 499 499 0 26678 499 26179 34000 34000 60678 499 60179 354275 4627 18434 18434 0 335841 361643 0 354275 380077 0 0 X 0 0 0 0 0 354275 0 354275 0 354275 0 354275 0 354275 0 354275 64 0 64 0 64 0 0 0 0 0 0 64 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 1 0 0 1 N/A MIQUEL HADSALL 5152441279 421 GRAND AVE DES MOINES IA 50309 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CASEY HANSEN 421 GRAND AVE DES MOINES IA 50309 DIRECTOR 1.00 0 0 0 MIQUEL HADSALL 421 GRAND AVE DES MOINES IA 50309 DIRECTOR 1.00 0 0 0 MICHAEL BERRY 421 GRAND AVE DES MOINES IA 50309 DIRECTOR 1.00 0 0 0 STEVE HAUSCHILT 421 GRAND AVE DES MOINES IA 50309 DIRECTOR 1.00 0 0 0 TAMMY DEHAAI 421 GRAND AVE DES MOINES IA 50309 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 151271 12859 0 164130 0 0 164130 2462 161668 7795 7795 64 64 7731 0 7731 0 7731 60179 0 60179 7731 0 0 0 60179 0 0 0 7731 52448 0 0 52448 0 0 0 0 0 0 0 52448 52448 DIANE MEYER 421 GRAND AVE DES MOINES IA 50309 3193640213 3GFOUNDATION@3GCOS.COM - CHARITABLE ORGANIZATIONS SEEKING A GRANT MUST SUBMIT A DETAILED DESCRIPTION OF THE CHARITABLE ORGANIZATION AND ITS PROPOSED ACTIVITIES AND PURPOSES, FINANCIAL INFORMATION REQUESTED BY THE FOUNDATION TO ASSIST THE FOUNDATION IN ASCERTAINING THE FINANCIAL NEEDS OF THE CHARITABLE ORGANIZATION, AND ANY ADDITIONAL INFORMATION REQUESTED BY THE FOUNDATION TO ENSURE ALIGNMENT WITH ITS PURPOSES AND PRIORITIES. - EMPLOYEE DISASTER ASSISTANCE - SUBMIT COMPLETED APPLICATION THROUGH THE METHOD SPECIFIED IN THE APPLICATION FORM. NONE - ORGANIZATIONS & INITIATIVES THAT ALIGN WITH PASSIONS OF OUR EMPLOYEES AND ADDRESS KEY COMMUNITY NEEDS ARE PRIORITIZED. THE FOUNDATION MAKES CONTRIBUTIONS TO US 501(C)(3) PUBLIC CHARITIES THROUGH CASH CONTRIBUTIONS, INCLUDING FINANCIAL SUPPORT FOR SPECIFIC PROJECTS OR PROGRAMS. THE FOUNDATION ENHANCES ITS CHARITABLE IMPACT BY MATCHING ELIGIBLE EMPLOYEE DONATIONS TO PUBLIC CHARITIES THAT ARE CONSISTENT WITH THE FOUNDATION'S PURPOSES AND PRIORITIES. A MINIMUM OF $100 PER EMPLOYEE DONATION IS REQUIRED WITH A MAXIMUM ANNUAL MATCH OF $5,000 PER EMPLOYEE, SUBJECT TO THE FOUNDATION'S ANNUAL BUDGET. * NO GRANTS MAY BE MADE TO DISQUALIFIED PERSONS OR MEMBERS OF THEIR FAMILIES. BLUE STAR MOTHERS OF IOWA PO BOX 751 JOHNSTON IA 50131 PC PROGRAM SUPPORT 2500 EVERYSTEP FOUNDATION 3000 EASTON BLVD DES MOINES IA 50317 PC PROGRAM SUPPORT 5000 I KNOW JACK FOUNDATION 2655 LONG BLUFF ROAD NE CEDAR RAPIDS IA 52402 PC PROGRAM SUPPORT 2000 KIRKWOOD FOUNDATION 6301 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 PC CONSTRUCTION MGMT STUDENTS SCHOLARSHIP 4000 LEADER VALLEY 360 WESTFIELD AVE SUITE 300A WATERLOO IA 50701 PC PROGRAM SUPPORT 500 MARENGO TRAILS FOUNDATION 300 WEST MAY STREET MARENGO IA 52301 PC MARENGO PEDESTRIAN TRAIL IMPROVEMENTS 10000 TERRACE HILL PARTNERSHIP 2300 GRAND AVE DES MOINES IA 50312 PC PROGRAM SUPPORT 10000 34000 0 14 5126 0 5126 0 5126 0 0 0 0 0 0 0 0 0 0 X X 1 GRAHAM CONSTRUCTION CO 421 GRAND AVENUE DES MOINES IA 503092309 409827 X DIMENSIONAL US SMALL CAP (DFSV) AT COST 21198 23220 ISHARES CORE US (AGG) AT COST 42796 43248 SPDR INDEX SHARES EMERG (SPEM) AT COST 11183 12451 VANGUARD FTSE DEVELOPED (VEA) AT COST 67182 73465 VANGUARD INTERMEDIATE (VCIT) AT COST 14214 14405 VANGUARD SHORT TERM (VGSH) AT COST 14370 14389 VANGUARD TOTAL STOCK (VTI) AT COST 148862 163276 VANGUARD VALUE ETF (VTV) AT COST 16036 17189 LEGAL FEES/IRS USER FEE 26179 0 26179 INVESTMENT MANAGEMENT FEES 499 499 0 GRAHAM CONSTRUCTION CO 421 GRAND AVENUE DES MOINES IA 503092309