KRW FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KRW FOUNDATION (EIN 38-3384598)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-30
- IRS object ID
- 201802119349100315
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-30T15:06:01-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381337372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEENE GARTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 GRANDVILLE AVE SW SUITE 100 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383384598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATE AND RICHARD WOLTERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATE | BusinessNameControlTxt |
| Phone | 6169569030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2260 CASCADE SPRINGS DRIVE SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE P WOLTERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6169569030 | PhoneNum |
| Signature | 2018-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIETTE S GAUSS EA | PreparerPersonNm |
| PTIN | P00194693 | PTIN |
| Phone | 6162355200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,400,337 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $43 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $639,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $634,289 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $215,446 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,515,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $215,446 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,181 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,181 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $956,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $851,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,644 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,644 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,248 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,758,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,758,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,840,208 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,758,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,883,249 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $770,711 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $231,084 | CashBOYAmt |
| Cash EOY | $916,471 | CashEOYAmt |
| Cash EOYFMV | $916,471 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,218,958 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $239,072 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $239,072 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $290,297 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $493,530 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $526,526 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,206,396 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,113,935 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,915,983 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,147,440 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,618,579 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,537,310 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,023,114 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,851,551 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,122,910 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $163,709 | OtherAssetsBOYAmt |
| Other Assets EOY | $169,579 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $142,065 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,280,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,402,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,400,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,280,998 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,402,717 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,280,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,402,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,280,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,402,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,280,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,883,249 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,968 | OtherIncreasesAmt |
| Subtotal | $21,402,717 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,402,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PARTNERSHIP K-1 | P | $3,635 | $3,635 | $3,635 | |
| PARTNERSHIP K-1 | P | $93 | $93 | $93 | |
| PUBLICLY TRADED SECURITIES | P | $3,034,546 | $64,534 | $64,534 | $2,970,012 |
| PUBLICLY TRADED SECURITIES | P | $453,231 | $123,072 | $123,072 | $330,159 |
| CAPITAL GAINS DIVIDENDS | P | $24,112 | $24,112 | $24,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $215,446 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,760,115 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,171,941 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.168967 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,830,660 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,389,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090180 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,760,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,569,937 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054047 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,322,075 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,892,443 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063280 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,084,473 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,289,666 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.485929 | DistributionYr5Rt |
| Total Distribution | 0.862403 | TotalDistributionRt |
| Average Distribution | 0.172481 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,320,596 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,539,803 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,707 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,547,510 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,758,960 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,414 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $32,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $249 | EsPenaltyAmt |
| Overpayment | $16,337 | OverpaymentAmt |
| Applied To ES Tax | $16,337 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAMUEL A MASON SA MASON CAPITAL | IndividualWithBooksNm |
| Phone | 6163553500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 COLLEGE AVE STE 260 | AddressLine1Txt |
| City | HOLLAND | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,751,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,969,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,721,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,721,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $400,821 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,320,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,316,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,316,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,414 | TotalTaxAmt |
| Distributable Before Adj | $1,300,616 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,300,616 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,300,616 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,758,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,758,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,758,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,300,616 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,882,264 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $315,697 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $156,389 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,288,245 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,367,448 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,010,043 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,758,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,300,616 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,458,344 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,468,387 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,882,264 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,586,123 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $315,697 | ExcessFromYear4Amt |
| Excess From Year3 | $156,389 | ExcessFromYear3Amt |
| Excess From Year2 | $1,288,245 | ExcessFromYear2Amt |
| Excess From Year1 | $3,367,448 | ExcessFromYear1Amt |
| Excess From Current Year | $2,458,344 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATE P WOLTERS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATE P WOLTERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2260 CASCADE SPRINGS DR SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6169490716 | RecipientPhoneNum |
| Recipient Email Address | KATE.WOLTERS@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER REQUEST, SUPPORTING INFORMATION WELCOMED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS LIVING | |||||||
| 115 WEST CHICAGO AVE | CHICAGO | IL | 60654 | NONE | CHARITABLE | GENERAL | $100,000 |
| ACLU OF MICHIGAN | |||||||
| 2966 WOODWARD AVE | DETROIT | MI | 48201 | NONE | CHARITABLE | GENERAL | $1,000,000 |
| AQUINAS COLLEGE | |||||||
| 1607 ROBINSON RD SE | GRAND RAPIDS | MI | 49506 | NONE | EDUCATION | GENERAL | $40,000 |
| CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | NONE | CHARITABLE | GENERAL | $5,000 |
| CHERRY HEALTH | |||||||
| 100 CHERRY STREET SE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $100,000 |
| CHILDREN'S ASSESSMENT CENTER | |||||||
| 901 MICHIGAN ST NE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $250,000 |
| COUNCIL OF MICHIGAN FOUNDATIONS | |||||||
| ONE SOUTH HARBOR DRIVE SUITE 3 | GRAND HAVEN | MI | 49417 | NONE | EDUCATION | GENERAL | $5,400 |
| DISABILITY ADVOCATES OF KENT COUNTY | |||||||
| 3600 CAMELOT CT SE | GRAND RAPIDS | MI | 49546 | NONE | CHARITABLE | GENERAL | $25,000 |
| EARLY LEARNING NEIGHBORHOOD COLLABORATIVE | |||||||
| 908 BRIDGE ST NW | GRAND RAPIDS | MI | 49504 | NONE | CHARITABLE | GENERAL | $40,000 |
| FERRIS STATE UNIVERSITY | |||||||
| 1201 S STATE ST | BIG RAPIDS | MI | 49307 | NONE | EDUCATION | GENERAL | $100,000 |
| FIRST STEPS OF KENT COUNTY | |||||||
| 118 COMMERCE AVE SW 300 | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $100,000 |
| GILDAS CLUB GRAND RAPIDS | |||||||
| 1806 BRIDGE ST NW | GRAND RAPIDS | MI | 49504 | NONE | CHARITABLE | GENERAL | $10,000 |
| GRAND RAPIDS ART MUSEUM | |||||||
| 101 MONROE CENTER ST NW | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $158,560 |
| GRAND RAPIDS SYMPHONY ENDOWMENT | |||||||
| 220 LYON ST NW | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $550,000 |
| GRAND VALLEY STATE UNIVERSITY | |||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | CHARITABLE | GENERAL | $500,000 |
| GRANDVILLE ACADEMY FOR THE ARTS | |||||||
| 644 GRANDVILLE AVE SW | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $10,000 |
| HEART OF WEST MICHIGAN UNITED WAY | |||||||
| 118 COMMERCE AVE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $70,000 |
| INDIAN TRAILS CAMP | |||||||
| O-1859 LAKE MICHIGAN DRIVE | GRAND RAPIDS | MI | 49544 | NONE | CHARITABLE | GENERAL | $25,000 |
| INNER CITY CHRISTIAN FEDERATION | |||||||
| 920 CHERRY STREET SE | GRAND RAPIDS | MI | 49506 | NONE | CHARITABLE | GENERAL | $30,000 |
| MARY FREE BED FOUNDATION | |||||||
| 235 WEALTHY ST SE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $50,000 |
| OPERA GRAND RAPIDS | |||||||
| 1320 FULTON ST E | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $5,000 |
| PLANNED PARENTHOOD OF WEST MICHIGAN | |||||||
| 425 CHERRY ST SE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $25,000 |
| RED CROSS OF GREATER GRAND RAPIDS | |||||||
| 1050 FULLER NE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $5,000 |
| RED CROSS OF PALM BEACH COUNTY | |||||||
| 1250 NORTHPOINT PKWY | WEST PALM BEACH | FL | 33407 | NONE | CHARITABLE | GENERAL | $5,000 |
| ST CECILIA MUSIC SOCIETY | |||||||
| 24 RANSOM AVE NE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $15,000 |
| THE ARC OF KENT COUNTY | |||||||
| 2922 FULLER AVE NE STE 201 | GRAND RAPIDS | MI | 49505 | NONE | CHARITABLE | GENERAL | $25,000 |
| URBAN INSTITUTE FOR CONTEMPORARY ARTS | |||||||
| 2 FULTON WEST | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $60,000 |
| WEST MICHIGAN CENTER FOR ARTS & TECHNOLOGY | |||||||
| 98 FULTON ST E 202 | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $100,000 |
| REFUGEE EDUCATION CENTER | |||||||
| 2130 ENTERPRISE ST SE | KENTWOOD | MI | 49508 | NONE | CHARITABLE | GENERAL | $50,000 |
| FREDERIK MEIJER GARDENS | |||||||
| 1000 EAST BELTLINE AVE NE | GRAND RAPIDS | MI | 49525 | NONE | CHARITABLE | GENERAL | $100,000 |
| BLANFORD NATURE CENTER | |||||||
| 1715 HILLBURN AVE NW | GRAND RAPIDS | MI | 49504 | NONE | CHARITABLE | GENERAL | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,758,960 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $639,289 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,181 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $215,446 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $856,959 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $856,959 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATE PEW WOLTERS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2260 CASCADE SPRINGS DR SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BEENE GARTER LLP | CategoryTxt |
| Amt | $5,600 | Amt |
| Net Investment Income | $5,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB (6118) | BondNm |
| EOY Book Value | $2,618,579 | EOYBookValueAmt |
| EOYFMV | $2,537,310 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB (6118) | $6,805,628 | $8,540,853 |
| FIFTH THIRD BANK (1677) | $4,308,307 | $5,375,130 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $493,530 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $526,526 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB (6118) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,851,551 | BookValueAmt |
| EOYFMV | $7,122,910 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INTERESTS | Desc |
| BOY Book Value | $163,709 | BOYBookValueAmt |
| EOY Book Value | $169,579 | EOYBookValueAmt |
| EOYFMV | $142,065 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP K-1 | Desc |
| Revenue And Expenses Per Books | $2,181 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,181 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,181 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERECE | Desc |
| Amt | $4,968 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARLES SCHWAB FEES | $73,470 | $73,470 | $0 |
| FOUNDERS BANK & TRUST FEES | $95 | $95 | $0 |
| FIFTH THIRD FEES | $1,000 | $1,000 | $0 |
| PARTNERSHIP FEES | $1,079 | $1,079 | $0 |
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