2023-11-15T14:08:43-06:00 2022-12-31 382492570 DOEREN MAYHEW 56 CESAR E CHAVEZ AVE SW STE 100 GRAND RAPIDS MI 49503 990PF 2022-01-01 383384598 KRW FOUNDATION KATE 6169569030 2260 CASCADE SPRINGS DR SE GRAND RAPIDS MI 49546 KATE P WOLTERS PRESIDENT 6169569030 2023-11-10 1 KATE WOLTERS 999009999 0 DERIK V RYNEARSON CPA P01210742 6162355200 2023-11-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 16806141 X 0 X 16 16 440118 440118 597866 2225863 597866 1038000 1038000 0 0 0 4383 4383 0 62976 62976 0 67359 67359 0 2032500 2032500 2099859 67359 2032500 -1061859 970641 731910 20562 20562 525530 168503 168503 493530 1087059 1216203 7515236 7417796 9993645 1774896 972189 935630 3569041 3139532 4471598 14610143 12805641 16806141 0 0 X 0 0 0 0 14610143 12805641 14610143 12805641 14610143 12805641 14610143 -1061859 0 13548284 742643 12805641 PUBLICLY TRADED SECURITIES P 2185680 1618484 567196 567196 PUBLICLY TRADED SECURITIES P 9513 -9513 -9513 CAPITAL GAINS DIVIDENDS P 40183 40183 40183 597866 13492 0 13492 0 13492 4427 0 25000 0 29427 36 15899 15899 0 0 0 0 0 0 0 0 0 0 0 0 1 MI 1 0 0 0 0 1 N/A SAMUEL A MASON SA MASON CAPITAL 6163553500 170 COLLEGE AVE STE 260 HOLLAND MI 49423 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATE P WOLTERS 2260 CASCADE SPRINGS DRIVE SE GRAND RAPIDS MI 49546 PRESIDENT/SECRETARY/TREASU 0.50 0 0 0 JEFFREY B POWER 111 LYON ST NW SUITE 900 GRAND RAPIDS MI 49503 TRUSTEE 0.01 0 0 0 NONE 0 NONE 0 0 19000933 1026308 0 20027241 0 0 20027241 300409 19726832 986342 986342 13492 13492 972850 0 972850 0 972850 2032500 0 2032500 972850 0 0 2458344 2672952 2540493 2751161 1725768 12148718 2032500 0 0 0 972850 1059650 0 0 13208368 0 0 0 0 0 0 2458344 10750024 2672952 2540493 2751161 1725768 1059650 KATE P WOLTERS KATE P WOLTERS 2260 CASCADE SPRINGS DR SE GRAND RAPIDS MI 49546 6169490716 KATE.WOLTERS@GMAIL.COM LETTER REQUEST, SUPPORTING INFORMATION WELCOMED. NONE NONE ACLU OF MICHIGAN 2966 WOODWARD AVE DETROIT MI 48201 NONE CHARITABLE GENERAL 250000 AQUINAS COLLEGE 1607 ROBINSON RD SE GRAND RAPIDS MI 49506 NONE EDUCATION GENERAL 50000 BEYOND 26 4340 BURLINGAME AVE SW WYOMING MI 49509 NONE CHARITABLE GENERAL 25000 CHILDREN'S ADVOCACY CENTER OF KENT COUNTY 2855 MICHIGAN ST NE GRAND RAPIDS MI 49506 NONE CHARITABLE GENERAL 10000 COUNCIL OF MICHIGAN FOUNDATIONS ONE SOUTH HARBOR DRIVE SUITE 3 GRAND HAVEN MI 49417 NONE EDUCATION GENERAL 10000 DISABILITY ADVOCATES OF KENT COUNTY 3600 CAMELOT CT SE GRAND RAPIDS MI 49546 NONE CHARITABLE GENERAL 100000 DISART 50 LOUIS ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 FERRIS FOUNDATION 1201 S STATE STREET BIG RAPIDS MI 49307 NONE EDUCATION GENERAL 50000 FIRST STEPS OF KENT COUNTY 118 COMMERCE AVE SW 300 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 115000 GRAND RAPIDS ART MUSEUM 101 MONROE CENTER ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 595000 GRAND RAPIDS CIVIC THEATRE 30 DIVISION AVE N GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 75000 GRAND RAPIDS SYMPHONY ENDOWMENT 220 LYON ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 125000 GRAND RAPIDS URBAN LEAGUE 745 EASTERN AVE SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 10000 GRAND VALLEY STATE UNIVERSITY 1 CAMPUS DRIVE ALLENDALE MI 49401 NONE CHARITABLE GENERAL 10000 HEALTH NET OF WEST MICHIGAN 620 CENTURY AVE SW SUITE 210 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 20000 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 70000 HUMANE SOCIETY OF WEST MICHIGAN 3077 WILSON DR NW GRAND RAPIDS MI 49534 NONE CHARITABLE GENERAL 10000 INDIAN TRAILS CAMP O-1859 LAKE MICHIGAN DRIVE GRAND RAPIDS MI 49544 NONE CHARITABLE GENERAL 25000 MARY FREE BED FOUNDATION 235 WEALTHY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 OPERA GRAND RAPIDS 1320 FULTON ST E GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 10000 OUR HOPE 324 LYON ST NE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 5000 PLANNED PARENTHOOD OF SOUTH FLORIDA 2300 N FLORIDA MANGO RD WEST PALM BEACH FL 33409 NONE CHARITABLE GENERAL 20000 PLANNED PARENTHOOD OF WEST MICHIGAN 425 CHERRY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 RED CROSS OF GREATER GRAND RAPIDS 1050 FULLER NE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 5000 RED CROSS OF PALM BEACH COUNTY 1250 NORTHPOINT PKWY WEST PALM BEACH FL 33407 NONE CHARITABLE GENERAL 5000 ST CECILIA MUSIC CENTER 24 RANSOM AVE NE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 15000 URBAN INSTITUTE FOR CONTEMPORARY ARTS 2 FULTON WEST GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 WEST MICHIGAN CENTER FOR ARTS & TECHNOLOGY 98 FULTON ST E 202 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 15000 YWCA WEST CENTRAL MICHIGAN 25 SHELDON BLVD SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 50000 AFFINITY MENTORING 818 BUTTERWORTH ST SW GRAND RAPIDS MI 49504 NONE CHARITABLE GENERAL 20000 BLANDFORD NATURE CENTER 1715 HILLBURN AVE NW GRAND RAPIDS MI 49504 NONE CHARITABLE GENERAL 25000 CONDUCTIVE LEARNING CENTER OF NORTH AMERICA 2401 CAMELOT CT SE GRAND RAPIDS MI 49546 NONE CHARITABLE GENERAL 25000 GARFIELD PARK NEIGHBORHOOD ASSOCIATION 334 BURTON ST SE GRAND RAPIDS MI 49507 NONE CHARITABLE GENERAL 50000 MICHIGAN LEAGUE OF CONSERVATION VOTERS 340 BEAKES ST STE 110 ANN ARBOR MI 48104 NONE CHARITABLE GENERAL 25000 TOGETHER WEST MICHIGAN EDUCATION FUND 1224 DAVIS AVE NW GRAND RAPIDS MI 49504 NONE CHARITABLE GENERAL 37500 WOMENS' RESOURCE CENTER 816 MADISON AVE SE GRAND RAPIDS MI 49507 NONE CHARITABLE GENERAL 75000 2032500 0 14 16 14 440118 18 597866 0 1038000 0 1038000 0 0 0 0 0 0 0 0 0 0 BEENE GARTER LLP 4383 4383 0 CHARLES SCHWAB (6118) 972189 935630 CHARLES SCHWAB (6118) 4911381 8539155 FIFTH THIRD BANK (1677) 2506415 1454490 1087059 1216203 0 0 CHARLES SCHWAB (6118) AT COST 3139532 4471598 PRIOR PERIOD ADJUSTMENT 742643 CHARLES SCHWAB FEES 61501 61501 0 FIFTH THIRD FEES 1475 1475 0