2018-07-30T15:06:01-05:00 2017-12-31 381337372 BEENE GARTER LLP 56 GRANDVILLE AVE SW SUITE 100 GRAND RAPIDS MI 49503 990PF 2017-01-01 383384598 KATE AND RICHARD WOLTERS FOUNDATION KATE 6169569030 2260 CASCADE SPRINGS DRIVE SE GRAND RAPIDS MI 49546 KATE P WOLTERS PRESIDENT 6169569030 2018-07-12 1 JULIETTE S GAUSS EA P00194693 6162355200 2017 2022-09-23 18:48:47Z X 25400337 X 100000 43 43 639289 634289 215446 3515617 215446 2181 2181 956959 851959 0 0 0 5600 5600 0 75644 75644 0 4 4 0 81248 81248 0 3758960 3758960 3840208 81248 3758960 -2883249 770711 231084 916471 916471 1218958 239072 239072 290297 493530 526526 12206396 11113935 13915983 3147440 2618579 2537310 7023114 5851551 7122910 163709 169579 142065 24280998 21402717 25400337 0 0 X 0 0 0 0 24280998 21402717 24280998 21402717 24280998 21402717 24280998 -2883249 4968 21402717 0 21402717 PARTNERSHIP K-1 P 3635 3635 3635 PARTNERSHIP K-1 P 93 93 93 PUBLICLY TRADED SECURITIES P 3034546 2970012 64534 64534 PUBLICLY TRADED SECURITIES P 453231 330159 123072 123072 CAPITAL GAINS DIVIDENDS P 24112 24112 24112 215446 0 4760115 28171941 0.168967 2830660 31389121 0.090180 1760300 32569937 0.054047 1322075 20892443 0.063280 2084473 4289666 0.485929 0.862403 0.172481 26320596 4539803 7707 4547510 3758960 15414 0 15414 0 15414 0 32000 0 32000 249 16337 16337 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 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 24751867 1969550 0 26721417 0 0 26721417 400821 26320596 1316030 1316030 15414 15414 1300616 0 1300616 0 1300616 3758960 0 3758960 0 3758960 1300616 0 0 1882264 315697 156389 1288245 3367448 7010043 3758960 0 0 0 1300616 2458344 0 0 9468387 0 0 0 0 0 0 1882264 7586123 315697 156389 1288245 3367448 2458344 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 ACCESS LIVING 115 WEST CHICAGO AVE CHICAGO IL 60654 NONE CHARITABLE GENERAL 100000 ACLU OF MICHIGAN 2966 WOODWARD AVE DETROIT MI 48201 NONE CHARITABLE GENERAL 1000000 AQUINAS COLLEGE 1607 ROBINSON RD SE GRAND RAPIDS MI 49506 NONE EDUCATION GENERAL 40000 CARTER CENTER 453 FREEDOM PARKWAY ATLANTA GA 30307 NONE CHARITABLE GENERAL 5000 CHERRY HEALTH 100 CHERRY STREET SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 100000 CHILDREN'S ASSESSMENT CENTER 901 MICHIGAN ST NE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 250000 COUNCIL OF MICHIGAN FOUNDATIONS ONE SOUTH HARBOR DRIVE SUITE 3 GRAND HAVEN MI 49417 NONE EDUCATION GENERAL 5400 DISABILITY ADVOCATES OF KENT COUNTY 3600 CAMELOT CT SE GRAND RAPIDS MI 49546 NONE CHARITABLE GENERAL 25000 EARLY LEARNING NEIGHBORHOOD COLLABORATIVE 908 BRIDGE ST NW GRAND RAPIDS MI 49504 NONE CHARITABLE GENERAL 40000 FERRIS STATE UNIVERSITY 1201 S STATE ST BIG RAPIDS MI 49307 NONE EDUCATION GENERAL 100000 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 10000 GRAND RAPIDS ART MUSEUM 101 MONROE CENTER ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 158560 GRAND RAPIDS SYMPHONY ENDOWMENT 220 LYON ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 550000 GRAND VALLEY STATE UNIVERSITY 1 CAMPUS DRIVE ALLENDALE MI 49401 NONE CHARITABLE GENERAL 500000 GRANDVILLE ACADEMY FOR THE ARTS 644 GRANDVILLE AVE SW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 10000 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 70000 INDIAN TRAILS CAMP O-1859 LAKE MICHIGAN DRIVE GRAND RAPIDS MI 49544 NONE CHARITABLE GENERAL 25000 INNER CITY CHRISTIAN FEDERATION 920 CHERRY STREET SE GRAND RAPIDS MI 49506 NONE CHARITABLE GENERAL 30000 MARY FREE BED FOUNDATION 235 WEALTHY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 50000 OPERA GRAND RAPIDS 1320 FULTON ST E GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 5000 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 SOCIETY 24 RANSOM AVE NE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 15000 THE ARC OF KENT COUNTY 2922 FULLER AVE NE STE 201 GRAND RAPIDS MI 49505 NONE CHARITABLE GENERAL 25000 URBAN INSTITUTE FOR CONTEMPORARY ARTS 2 FULTON WEST GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 60000 WEST MICHIGAN CENTER FOR ARTS & TECHNOLOGY 98 FULTON ST E 202 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 100000 REFUGEE EDUCATION CENTER 2130 ENTERPRISE ST SE KENTWOOD MI 49508 NONE CHARITABLE GENERAL 50000 FREDERIK MEIJER GARDENS 1000 EAST BELTLINE AVE NE GRAND RAPIDS MI 49525 NONE CHARITABLE GENERAL 100000 BLANFORD NATURE CENTER 1715 HILLBURN AVE NW GRAND RAPIDS MI 49504 NONE CHARITABLE GENERAL 200000 3758960 0 14 43 14 639289 14 2181 18 215446 0 856959 0 856959 0 0 0 0 0 0 0 0 0 0 X X 1 KATE PEW WOLTERS 2260 CASCADE SPRINGS DR SE GRAND RAPIDS MI 49546 100000 X BEENE GARTER LLP 5600 5600 0 CHARLES SCHWAB (6118) 2618579 2537310 CHARLES SCHWAB (6118) 6805628 8540853 FIFTH THIRD BANK (1677) 4308307 5375130 493530 526526 0 0 CHARLES SCHWAB (6118) AT COST 5851551 7122910 PARTNERSHIP INTERESTS 163709 169579 142065 PARTNERSHIP K-1 2181 2181 2181 BOOK TO TAX DIFFERECE 4968 CHARLES SCHWAB FEES 73470 73470 0 FOUNDERS BANK & TRUST FEES 95 95 0 FIFTH THIRD FEES 1000 1000 0 PARTNERSHIP FEES 1079 1079 0