2021-11-12T08:00:48-06:00 2020-12-31 381337372 BEENE GARTER LLP 56 GRANDVILLE AVE SW STE 100 GRAND RAPIDS MI 49503 990PF 2020-01-01 383384598 KRW FOUNDATION KRWF 6169569030 2260 CASCADE SPRINGS DR SE GRAND RAPIDS MI 49546 KATE P WOLTERS PRESIDENT 6169569030 2021-10-27 1 KATE WOLTERS 999009999 JULIETTE S GAUSS EA P00194693 6162355200 2021-10-27 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 23109995 X 4666451 77 77 371418 371418 -187278 7934950 0 419 419 4851087 371914 0 0 0 6350 6350 0 61486 61486 0 20873 0 0 88709 67836 0 3791000 3791000 3879709 67836 3791000 971378 304078 1093978 725311 725311 2874740 2491650 2491650 593120 493530 592831 7499020 7568405 11640756 1936836 2251564 2348315 2138547 3568415 5311132 16136241 17098875 23109995 0 0 X 0 0 0 0 16136241 17098875 16136241 17098875 16136241 17098875 16136241 971378 0 17107619 8744 17098875 PUBLICLY TRADED SECURITIES P 7928867 8122228 -193361 -193361 CAPITAL GAINS DIVIDENDS P 6083 6083 6083 -187278 4227 0 4227 0 4227 14360 0 0 0 14360 0 10133 10133 0 0 0 0 0 0 0 0 1 0 0 0 1 MI 1 0 1 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 JOHN PEW 11127 OLD HARBOUR ROAD NORTH PALM BEACH FL 33408 TRUSTEE 0.01 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 17875589 3323717 0 21199306 0 0 21199306 317990 20881316 1044066 1044066 4227 4227 1039839 0 1039839 0 1039839 3791000 0 3791000 0 3791000 1039839 0 0 1288245 3367448 2458344 2672952 2540493 12327482 3791000 0 0 0 1039839 2751161 0 0 15078643 0 0 0 0 0 0 1288245 13790398 3367448 2458344 2672952 2540493 2751161 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 25000 AQUINAS COLLEGE 1607 ROBINSON RD SE GRAND RAPIDS MI 49506 NONE EDUCATION GENERAL 645000 CHILDREN'S ADVOCACY CENTER OF KENT COUNTY 2855 MICHIGAN ST NE GRAND RAPIDS MI 49506 NONE CHARITABLE GENERAL 20000 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 150000 DISART 50 LOUIS ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 50000 FIRST STEPS OF KENT COUNTY 118 COMMERCE AVE SW 300 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 100000 GILDAS CLUB GRAND RAPIDS 1806 BRIDGE ST NW GRAND RAPIDS MI 49504 NONE CHARITABLE GENERAL 6000 GRAND RAPIDS ART MUSEUM 101 MONROE CENTER ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 160000 GRAND RAPIDS COMMUNITY COLLEGE 143 BOSTWICK AVE NE GRAND RAPIDS MI 49503 NONE EDUCATION GENERAL 250000 GRAND RAPIDS SYMPHONY ENDOWMENT 220 LYON ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 550000 GRAND RAPIDS URBAN LEAGUE 745 EASTERN AVE SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 GRAND VALLEY STATE UNIVERSITY 1 CAMPUS DRIVE ALLENDALE MI 49401 NONE CHARITABLE GENERAL 700000 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 115000 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 45000 KCONNECT 401 HALL ST SW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 35000 MARY FREE BED FOUNDATION 235 WEALTHY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 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 50000 STEEPLETOWN NEIGHBORHOOD 671 DAVIS AVE 1 GRAND RAPIDS MI 49504 NONE CHARITABLE GENERAL 10000 WEST MICHIGAN CENTER FOR ARTS & TECHNOLOGY 98 FULTON ST E 202 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 10000 YWCA WEST CENTRAL MICHIGAN 25 SHELDON BLVD SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 10000 GRAND RAPIDS CIVIC THEATRE 30 DIVISION AVE N GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 10000 GR CHAMBER FOUNDATION 250 MONROE AVE NW SUITE 150 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 BAXTER COMMUNITY CENTER 935 BAXTER ST SE GRAND RAPIDS MI 49506 NONE CHARITABLE GENERAL 25000 FAMILY PROMISE OF GRAND RAPIDS 516 CHERRY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 BLUE LAKE FINE ARTS CAMP 300 E CRYSTAL LAKE RD TWIN LAKE MI 49457 NONE CHARITABLE GENERAL 25000 MOSAIC FILM EXPERIENCE 815 ALGER ST SE GRAND RAPIDS MI 49507 NONE CHARITABLE GENERAL 250000 GRAND RAPIDS PUBLIC SCHOOLS FOUNDATION 111 LIBRARY ST NE GRAND RAPIDS MI 49503 NONE EDUCATION GENERAL 250000 PLANNED PARENTHOOD OF SOUTH FLORIDA 2300 N FLORIDA MANGO RD WEST PALM BEACH FL 33409 NONE CHARITABLE GENERAL 20000 FEEDING AMERICA WEST MICHIGAN 864 W RIVER CENTER DR NE COMSTOCK PARK MI 49321 NONE CHARITABLE GENERAL 25000 GRAND RAPIDS NEHEMIAH PROJECT 1530 MADISON SE GRAND RAPIDS MI 49507 NONE CHARITABLE GENERAL 100000 3791000 0 14 77 14 371418 14 419 18 -187278 0 184636 0 184636 0 0 0 0 0 0 0 0 0 0 X X 1 PROGRESSIVE EDUCATION FOUNDATION INC PO BOX 803878 CHICAGO IL 60680 4666451 X X 1 $1,863,412 IN BONDS$2,277,966 IN ETFS 4141379 2020-06-25 BEENE GARTER LLP 6350 6350 0 CHARLES SCHWAB (6118) 2251564 2348315 CHARLES SCHWAB (6118) 5061990 8853041 FIFTH THIRD BANK (1677) 2506415 2787715 493530 592831 0 0 CHARLES SCHWAB (6118) AT COST 3568415 5311132 BOOK TO TAX DIFFERENCE 8744 OTHER MISCELLANEOUS INCOME 419 419 419 CHARLES SCHWAB FEES 59247 59247 0 FIFTH THIRD FEES 1299 1299 0 LEGAL FEES 940 940 0 KATE P WOLTERS 2260 CASCADE SPRINGS DR SE GRAND RAPIDS MI 49546 MARY IDEMA PEW QTIP TRUST UAD 1121977 AS AMENDED 111 LYON NW GRAND RAPIDS MI 49503 ROBERT C PEW SETTLEMENT TRUST UAD 4281965 AS AMENDED AND RESTATED 111 LYON NW GRAND RAPIDS MI 49503 WD IDEMA FBO ROBERT C PEW III ET AL TR 111 LYON NW GRAND RAPIDS MI 49503 PROGRESSIVE EDUCATION FOUNDATION INC PO BOX 803878 CHICAGO IL 60680 EXCISE TAX 20873 0 0