2016-08-15T11:20:43-05:00 2015-12-31 381337372 BEENE GARTER LLP 56 GRANDVILLE AVE SW SUITE 100 GRAND RAPIDS MI 495034036 990PF 2015-01-01 383384598 KATE AND RICHARD WOLTERS FOUNDATION KATE 6169569030 2260 CASCADE SPRINGS DRIVE SE GRAND RAPIDS MI 49546 KATE P WOLTERS PRESIDENT 6169569030 2016-05-17 1 JULIETTE S GAUSS EA P00194693 6162355200 2015 2016-12-15 16:53:06Z X 29224881 X 106916 124 124 816245 813745 668139 3033885 668139 1591424 1482008 0 0 0 3930 3930 0 91403 91403 0 34907 34647 260 130240 129980 260 2830400 2830400 2960640 129980 2830660 -1369216 1352028 58922 424455 424455 286571 178275 178275 290297 290297 299516 15191026 13045091 13909090 6810558 4532676 4164309 6591478 9350724 10134968 107840 145958 114268 29336692 27967476 29224881 0 0 X 0 0 0 0 29336692 27967476 29336692 27967476 29336692 27967476 29336692 -1369216 0 27967476 0 27967476 PUBLICLY TRADED SECURITIES 1709480 1096488 612992 612992 PUBLICLY TRADED SECURITIES 1000000 1025265 -25265 -25265 PUBLICLY TRADED SECURITIES 100000 103153 -3153 -3153 PARTNERSHIP K-1 P 2930 -2930 -2930 PARTNERSHIP K-1 P 1738 -1738 -1738 PUBLICLY TRADED SECURITIES 100002 64961 35041 35041 PUBLICLY TRADED SECURITIES 100008 71211 28797 28797 CAPITAL GAINS DIVIDENDS P 24395 24395 24395 668139 0 1760300 32569937 0.054047 1322075 20892443 0.063280 2084473 4289666 0.485929 825000 5862162 0.140733 1449966 6124840 0.236735 0.980724 0.196145 31389121 6156819 13520 6170339 2830660 27041 0 27041 0 27041 13694 21000 34694 184 7469 7469 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 30355701 1511427 0 31867128 0 0 31867128 478007 31389121 1569456 1569456 27041 27041 1542415 0 1542415 0 1542415 2830660 0 2830660 0 2830660 1542415 0 0 1148392 544175 1882264 315697 156389 4046917 2830660 0 0 0 1542415 1288245 0 0 5335162 0 0 0 0 0 0 1148392 4186770 544175 1882264 315697 156389 1288245 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 35000 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 250000 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 5000 GRAND RAPIDS ART MUSEUM 101 MONROE CENTER ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 150000 GRAND RAPIDS SYMPHONY ENDOWMENT 220 LYON ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 630000 GRANDVILLE ACADEMY FOR THE ARTS 644 GRANDVILLE AVE SW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 10000 HABITAT FOR HUMANITY - KENT COUNTY 425 PLEASANT ST SW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 50000 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 60000 INDIAN TRAILS CAMP O-1859 LAKE MICHIGAN DRIVE GRAND RAPIDS MI 49544 NONE CHARITABLE GENERAL 275000 INNER CITY CHRISTIAN FEDERATION 920 CHERRY STREET SE GRAND RAPIDS MI 49506 NONE CHARITABLE GENERAL 65000 KCONNECT 1633 E BELTLINE NE STE 211 GRAND RAPIDS MI 49525 NONE CHARITABLE GENERAL 35000 LOST TREE CHARITABLE FOUNDATION 11149 TURTLE BEACH RD NORTH PALM BEACH FL 33408 NONE CHARITABLE GENERAL 10000 MARY FREE BED FOUNDATION 235 WEALTHY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 275000 MICAH CENTER 2010 KALAMAZOO AVE SE GRAND RAPIDS MI 49507 NONE EDUCATION GENERAL 20000 PLANNED PARENTHOOD OF WEST MICHIGAN 425 CHERRY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 30000 RED CROSS OF GREATER GRAND RAPIDS 1050 FULLER NE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 5000 ST CECILIA MUSIC SOCIETY 24 RANSOM AVE NE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 115000 THE ARC OF KENT COUNTY 2922 FULLER AVE NE STE 201 GRAND RAPIDS MI 49505 NONE CHARITABLE GENERAL 35000 WEST MICHIGAN CENTER FOR ARTS & TECHNOLOGY 98 FULTON ST E 202 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 YWCA WEST CENTRAL MICHIGAN 25 SHELDON BOULEVARD SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 115000 CANAR 1775 EYE STREET NW STE 1150 WASHINGTON DC 20006 NONE CHARITABLE GENERAL 10000 CARTER CENTER 453 FREEDOM PARKWAY ATLANTA GA 30307 NONE CHARITABLE GENERAL 5000 CASA OF KENT COUNTY 180 OTTAWA NW STE 5200 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 30000 FAMILY PROMISE OF GRAND RAPIDS 516 CHERRY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 GRAND RAPIDS CC FOUNDATION 185 OAKES ST SW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 100000 GRAND RAPIDS CIVIC THEATRE 30 DIVISION AVE N GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 5000 GRAND RAPIDS PUBLIC MUSEUM FOUNDATION 272 PEARL ST NW GRAND RAPIDS MI 49504 NONE CHARITABLE GENERAL 50000 GRAND VALLEY STATE UNIVERSITY 1 CAMPUS DRIVE ALLENDALE MI 49401 NONE CHARITABLE GENERAL 50000 RED CROSS OF PALM BEACH COUNTY 1250 NORTHPOINT PKWY WEST PALM BEACH FL 33407 NONE CHARITABLE GENERAL 5000 SENIOR NEIGHBORS 678 FRONT AVENUE NW STE 205 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 5000 URBAN INSTITUTE FOR CONTEMPORARY ARTS 2 FULTON WEST GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 120000 2830400 0 14 124 14 816245 18 668139 0 1484508 0 1484508 0 0 0 0 0 0 0 0 0 0 X X 1 MARY IDEMA PEW QTIP TRUST UAD 1121977 AS AMENDED 111 LYON STREET NW GRAND RAPIDS MI 49503 6916 X 2 KATE PEW WOLTERS 2260 CASCADE SPRINGS DR SE GRAND RAPIDS MI 49546 100000 X BEENE GARTER LLP 3930 3930 0 FOUNDERS BANK AND TRUST (9512) 0 0 CHARLES SCHWAB (6118) 4532676 4164309 FOUNDERS BANK AND TRUST (9512) 0 0 CHARLES SCHWAB (6118) 7797455 7491258 FIFTH THIRD BANK (1677) 5247636 6417832 290297 299516 0 0 FOUNDERS BANK AND TRUST (9512) AT COST 0 0 CHARLES SCHWAB (6118) AT COST 9350724 10134968 PARTNERSHIP INTERESTS 107840 145958 114268 POWERSHARES DB COMMODITY PARTNERSHIP K-1 OTHER EXPENSES 34647 34647 0 OFFICE EXPENSE 260 0 260 CHARLES SCHWAB FEES 78774 78774 0 FOUNDERS BANK & TRUST FEES 10152 10152 0 FIFTH THIRD FEES 1432 1432 0 PARTNERSHIP FEES 1045 1045 0