BETA

KRW FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KRW FOUNDATION (EIN 38-3384598)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-15
IRS object ID
201642289349101034
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-15T11:20:43-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381337372PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BEENE GARTER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line156 GRANDVILLE AVE SW SUITE 100AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP495034036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383384598EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATE AND RICHARD WOLTERS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATEBusinessNameControlTxt
Phone6169569030PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12260 CASCADE SPRINGS DRIVE SEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49546ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATE P WOLTERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6169569030PhoneNum
Signature2016-05-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIETTE S GAUSS EAPreparerPersonNm
PTINP00194693PTIN
Phone6162355200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$29,224,881FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$106,916ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$124InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$124InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$816,245DividendsRevAndExpnssAmt
Dividends Net Invst Incm$813,745DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$668,139NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,033,885GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$668,139CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,591,424TotalRevAndExpnssAmt
Total Net Invst Incm$1,482,008TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,930AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,930AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$91,403OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$91,403OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$34,907OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$34,647OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$260OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$130,240TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$129,980TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$260TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,830,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,830,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,960,640TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$129,980TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,830,660TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,369,216ExcessRevenueOverExpensesAmt
Net Investment Income$1,352,028NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,922CashBOYAmt
Cash EOY$424,455CashEOYAmt
Cash EOYFMV$424,455CashEOYFMVAmt
Sav And Temp Cash Invst BOY$286,571SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$178,275SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$178,275SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$290,297USGovernmentObligationsBOYAmt
US Government Obligations EOY$290,297USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$299,516USGovtObligationsEOYFMVAmt
Corporate Stock BOY$15,191,026CorporateStockBOYAmt
Corporate Stock EOY$13,045,091CorporateStockEOYAmt
Corporate Stock EOYFMV$13,909,090CorporateStockEOYFMVAmt
Corporate Bonds BOY$6,810,558CorporateBondsBOYAmt
Corporate Bonds EOY$4,532,676CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,164,309CorporateBondsEOYFMVAmt
Other Investments BOY$6,591,478OtherInvestmentsBOYAmt
Other Investments EOY$9,350,724OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,134,968OtherInvestmentsEOYFMVAmt
Other Assets BOY$107,840OtherAssetsBOYAmt
Other Assets EOY$145,958OtherAssetsEOYAmt
Other Assets EOYFMV$114,268OtherAssetsEOYFMVAmt
Total Assets BOY$29,336,692TotalAssetsBOYAmt
Total Assets EOY$27,967,476TotalAssetsEOYAmt
Total Assets EOYFMV$29,224,881TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$29,336,692RetainedEarningBOYAmt
Retained Earning EOY$27,967,476RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,336,692TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,967,476TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,336,692TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,967,476TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,336,692TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,369,216ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$27,967,476SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,967,476TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,709,480$1,096,488$612,992$612,992
PUBLICLY TRADED SECURITIES$1,000,000$1,025,265-$25,265-$25,265
PUBLICLY TRADED SECURITIES$100,000$103,153-$3,153-$3,153
PARTNERSHIP K-1$2,930-$2,930-$2,930P
PARTNERSHIP K-1$1,738-$1,738-$1,738P
PUBLICLY TRADED SECURITIES$100,002$64,961$35,041$35,041
PUBLICLY TRADED SECURITIES$100,008$71,211$28,797$28,797
CAPITAL GAINS DIVIDENDS$24,395$24,395$24,395P
FieldValueIRS element (for citing)
Capital Gain Net Income$668,139CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,760,300AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$32,569,937NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054047DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,322,075AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$20,892,443NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.063280DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,084,473AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,289,666NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.485929DistributionYr3Rt
Adjusted Qlfy Distri Yr4$825,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,862,162NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.140733DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,449,966AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,124,840NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.236735DistributionYr5Rt
Total Distribution0.980724TotalDistributionRt
Average Distribution0.196145AverageDistributionRt
Net Vl Noncharitable Assets$31,389,121NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,156,819AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$13,520NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,170,339AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,830,660QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27,041InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$27,041SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$27,041TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,694EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$21,000AppliedToEsTaxAmt
Total Payments And Credits$34,694TotalPaymentsAndCreditsAmt
Es Penalty$184EsPenaltyAmt
Overpayment$7,469OverpaymentAmt
Applied To ES Tax$7,469AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSAMUEL A MASON SA MASON CAPITALIndividualWithBooksNm
Phone6163553500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1170 COLLEGE AVE STE 260AddressLine1Txt
CityHOLLANDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49423ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATE P WOLTERS
2260 CASCADE SPRINGS DRIVE SEGRAND RAPIDSMI49546PRESIDENT/SECRETARY/TREASU0.50$0$0$0
JOHN PEW
11127 OLD HARBOUR ROADNORTH PALM BEACHFL33408TRUSTEE0.01$0$0$0
JEFFREY B POWER
111 LYON ST NW SUITE 900GRAND RAPIDSMI49503TRUSTEE0.01$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$30,355,701AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,511,427AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,867,128TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$31,867,128AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$478,007CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,389,121NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,569,456MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,569,456MinimumInvestmentReturnAmt
Tax Based On Investment Income$27,041TaxBasedOnInvestmentIncomeAmt
Total Tax$27,041TotalTaxAmt
Distributable Before Adj$1,542,415DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,542,415DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,542,415DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,830,660ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,830,660QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,830,660AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,542,415DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,148,392ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$544,175ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,882,264ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$315,697ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$156,389ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,046,917TotalExcessDistributionCyovAmt
Qualifying Distributions$2,830,660QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,542,415AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,288,245RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,335,162TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,148,392ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,186,770ExcessDistriCyovToNextYrAmt
Excess From Year4$544,175ExcessFromYear4Amt
Excess From Year3$1,882,264ExcessFromYear3Amt
Excess From Year2$315,697ExcessFromYear2Amt
Excess From Year1$156,389ExcessFromYear1Amt
Excess From Current Year$1,288,245ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKATE P WOLTERSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKATE P WOLTERSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12260 CASCADE SPRINGS DR SEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49546ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6169490716RecipientPhoneNum
Recipient Email AddressKATE.WOLTERS@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsLETTER REQUEST, SUPPORTING INFORMATION WELCOMED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU OF MICHIGAN
2966 WOODWARD AVEDETROITMI48201NONECHARITABLEGENERAL$25,000
AQUINAS COLLEGE
1607 ROBINSON RD SEGRAND RAPIDSMI49506NONEEDUCATIONGENERAL$35,000
COUNCIL OF MICHIGAN FOUNDATIONS
ONE SOUTH HARBOR DRIVE SUITE 3GRAND HAVENMI49417NONEEDUCATIONGENERAL$5,400
DISABILITY ADVOCATES OF KENT COUNTY
3600 CAMELOT CT SEGRAND RAPIDSMI49546NONECHARITABLEGENERAL$250,000
FERRIS STATE UNIVERSITY
1201 S STATE STBIG RAPIDSMI49307NONEEDUCATIONGENERAL$100,000
FIRST STEPS OF KENT COUNTY
118 COMMERCE AVE SW 300GRAND RAPIDSMI49503NONECHARITABLEGENERAL$100,000
GILDAS CLUB GRAND RAPIDS
1806 BRIDGE ST NWGRAND RAPIDSMI49504NONECHARITABLEGENERAL$5,000
GRAND RAPIDS ART MUSEUM
101 MONROE CENTER ST NWGRAND RAPIDSMI49503NONECHARITABLEGENERAL$150,000
GRAND RAPIDS SYMPHONY ENDOWMENT
220 LYON ST NWGRAND RAPIDSMI49503NONECHARITABLEGENERAL$630,000
GRANDVILLE ACADEMY FOR THE ARTS
644 GRANDVILLE AVE SWGRAND RAPIDSMI49503NONECHARITABLEGENERAL$10,000
HABITAT FOR HUMANITY - KENT COUNTY
425 PLEASANT ST SWGRAND RAPIDSMI49503NONECHARITABLEGENERAL$50,000
HEART OF WEST MICHIGAN UNITED WAY
118 COMMERCE AVEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$60,000
INDIAN TRAILS CAMP
O-1859 LAKE MICHIGAN DRIVEGRAND RAPIDSMI49544NONECHARITABLEGENERAL$275,000
INNER CITY CHRISTIAN FEDERATION
920 CHERRY STREET SEGRAND RAPIDSMI49506NONECHARITABLEGENERAL$65,000
KCONNECT
1633 E BELTLINE NE STE 211GRAND RAPIDSMI49525NONECHARITABLEGENERAL$35,000
LOST TREE CHARITABLE FOUNDATION
11149 TURTLE BEACH RDNORTH PALM BEACHFL33408NONECHARITABLEGENERAL$10,000
MARY FREE BED FOUNDATION
235 WEALTHY ST SEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$275,000
MICAH CENTER
2010 KALAMAZOO AVE SEGRAND RAPIDSMI49507NONEEDUCATIONGENERAL$20,000
PLANNED PARENTHOOD OF WEST MICHIGAN
425 CHERRY ST SEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$30,000
RED CROSS OF GREATER GRAND RAPIDS
1050 FULLER NEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$5,000
ST CECILIA MUSIC SOCIETY
24 RANSOM AVE NEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$115,000
THE ARC OF KENT COUNTY
2922 FULLER AVE NE STE 201GRAND RAPIDSMI49505NONECHARITABLEGENERAL$35,000
WEST MICHIGAN CENTER FOR ARTS & TECHNOLOGY
98 FULTON ST E 202GRAND RAPIDSMI49503NONECHARITABLEGENERAL$25,000
YWCA WEST CENTRAL MICHIGAN
25 SHELDON BOULEVARD SEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$115,000
CANAR
1775 EYE STREET NW STE 1150WASHINGTONDC20006NONECHARITABLEGENERAL$10,000
CARTER CENTER
453 FREEDOM PARKWAYATLANTAGA30307NONECHARITABLEGENERAL$5,000
CASA OF KENT COUNTY
180 OTTAWA NW STE 5200GRAND RAPIDSMI49503NONECHARITABLEGENERAL$30,000
FAMILY PROMISE OF GRAND RAPIDS
516 CHERRY ST SEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$25,000
GRAND RAPIDS CC FOUNDATION
185 OAKES ST SWGRAND RAPIDSMI49503NONECHARITABLEGENERAL$100,000
GRAND RAPIDS CIVIC THEATRE
30 DIVISION AVE NGRAND RAPIDSMI49503NONECHARITABLEGENERAL$5,000
GRAND RAPIDS PUBLIC MUSEUM FOUNDATION
272 PEARL ST NWGRAND RAPIDSMI49504NONECHARITABLEGENERAL$50,000
GRAND VALLEY STATE UNIVERSITY
1 CAMPUS DRIVEALLENDALEMI49401NONECHARITABLEGENERAL$50,000
RED CROSS OF PALM BEACH COUNTY
1250 NORTHPOINT PKWYWEST PALM BEACHFL33407NONECHARITABLEGENERAL$5,000
SENIOR NEIGHBORS
678 FRONT AVENUE NW STE 205GRAND RAPIDSMI49503NONECHARITABLEGENERAL$5,000
URBAN INSTITUTE FOR CONTEMPORARY ARTS
2 FULTON WESTGRAND RAPIDSMI49503NONECHARITABLEGENERAL$120,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,830,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$124ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$816,245ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$668,139ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,484,508ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,484,508TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MARY IDEMA PEW QTIP TRUST UAD 1121977 AS AMENDED
1111 LYON STREET NWGRAND RAPIDSMI49503$6,916Yes (X)
KATE PEW WOLTERS
22260 CASCADE SPRINGS DR SEGRAND RAPIDSMI49546$100,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBEENE GARTER LLPCategoryTxt
Amt$3,930Amt
Net Investment Income$3,930NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FOUNDERS BANK AND TRUST (9512)$0$0
CHARLES SCHWAB (6118)$4,532,676$4,164,309

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FOUNDERS BANK AND TRUST (9512)$0$0
CHARLES SCHWAB (6118)$7,797,455$7,491,258
FIFTH THIRD BANK (1677)$5,247,636$6,417,832

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$290,297USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$299,516USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FOUNDERS BANK AND TRUST (9512)AT COST$0$0
CHARLES SCHWAB (6118)AT COST$9,350,724$10,134,968

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP INTERESTSDesc
BOY Book Value$107,840BOYBookValueAmt
EOY Book Value$145,958EOYBookValueAmt
EOYFMV$114,268EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POWERSHARES DB COMMODITY PARTNERSHIP K-1 OTHER EXPENSES$34,647$34,647$0
OFFICE EXPENSE$260$0$260

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CHARLES SCHWAB FEES$78,774$78,774$0
FOUNDERS BANK & TRUST FEES$10,152$10,152$0
FIFTH THIRD FEES$1,432$1,432$0
PARTNERSHIP FEES$1,045$1,045$0

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