BETA

KRW FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KRW FOUNDATION (EIN 38-3384598)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349104662
Schema version
2024v5.2
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)
Return2025-11-17T13:15:35-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN994260840PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOEREN MAYHEWBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line156 CESAR E CHAVEZ AVE SW STE 100AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383384598EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KRW FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATEBusinessNameControlTxt
Phone6169569030PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATE P WOLTERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6169569030PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDERIK V RYNEARSON CPAPreparerPersonNm
PTINP01210742PTIN
Phone6162355200PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,328,200FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,214,273ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,437InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,437InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$429,861DividendsRevAndExpnssAmt
Dividends Net Invst Incm$429,861DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,405,541NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,208,821GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,591,799CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,057,112TotalRevAndExpnssAmt
Total Net Invst Incm$2,029,097TotalNetInvstIncmAmt
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$14,788AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$14,788AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$66,084OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$66,084OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$50,338TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$131,210TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$80,872TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,755,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,755,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,886,210TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$80,872TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,755,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,170,902ExcessRevenueOverExpensesAmt
Net Investment Income$1,948,225NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$253,237CashBOYAmt
Cash EOY$208,142CashEOYAmt
Cash EOYFMV$208,142CashEOYFMVAmt
Sav And Temp Cash Invst BOY$84,105SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$762,124SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$762,124SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$918,601USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,789,012USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,859,385USGovtObligationsEOYFMVAmt
Corporate Stock BOY$6,365,584CorporateStockBOYAmt
Corporate Stock EOY$7,726,512CorporateStockEOYAmt
Corporate Stock EOYFMV$13,537,494CorporateStockEOYFMVAmt
Corporate Bonds BOY$497,489CorporateBondsBOYAmt
Corporate Bonds EOY$577,137CorporateBondsEOYAmt
Corporate Bonds EOYFMV$584,739CorporateBondsEOYFMVAmt
Other Investments BOY$2,851,786OtherInvestmentsBOYAmt
Other Investments EOY$3,078,362OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,376,316OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,970,802TotalAssetsBOYAmt
Total Assets EOY$14,141,289TotalAssetsEOYAmt
Total Assets EOYFMV$22,328,200TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,970,802RetainedEarningBOYAmt
Retained Earning EOY$14,141,289RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,970,802TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,141,289TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,970,802TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,141,289TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,970,802TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,170,902ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,141,704SubtotalAmt
Other Decreases$415OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,141,289TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$3,804,354$2,312,442$1,491,912$1,491,912
PUBLICLY TRADED SECURITIES$356,302$304,580$51,722$51,722
CAPITAL GAINS DIVIDENDS$48,165$48,165$48,165P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,591,799CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$27,080InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$27,080SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$27,080TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$35,751EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$45,751TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$18,671OverpaymentAmt
Applied To ES Tax$18,671AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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
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$20,921,067AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$631,064AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,552,131TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,552,131AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$323,282CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,228,849NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,061,442MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,061,442MinimumInvestmentReturnAmt
Tax Based On Investment Income$27,080TaxBasedOnInvestmentIncomeAmt
Total Tax$27,080TotalTaxAmt
Distributable Before Adj$1,034,362DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,034,362DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,034,362DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,755,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,755,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,034,362DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,540,493ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,751,161ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,725,768ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,059,650ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,260,905ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,337,977TotalExcessDistributionCyovAmt
Qualifying Distributions$2,755,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,034,362AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,720,638RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,058,615TotalCorpusAmt
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$2,540,493ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,518,122ExcessDistriCyovToNextYrAmt
Excess From Year4$2,751,161ExcessFromYear4Amt
Excess From Year3$1,725,768ExcessFromYear3Amt
Excess From Year2$1,059,650ExcessFromYear2Amt
Excess From Year1$1,260,905ExcessFromYear1Amt
Excess From Current Year$1,720,638ExcessFromCurrentYearAmt

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 (34 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$50,000
ASPEN INSTITUTE
2330 N STREET NW SUTIE 700WASHINGTONDC20037NONECHARITABLEGENERAL$75,000
AYA YOUTH COLLECTIVE
320 STATE ST SEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$75,000
BEYOND 26
4340 BURLINGAME AVE SWWYOMINGMI49509NONECHARITABLEGENERAL$30,000
CAMP SUNSHINE
291 W LAKEWOOD BLVDHOLLANDMI49424NONECHARITABLEGENERAL$10,000
CHILDREN'S ADVOCACY CENTER OF KENT COUNTY
2855 MICHIGAN ST NEGRAND RAPIDSMI49506NONECHARITABLEGENERAL$10,000
C-SNIP
1300 WALKER VILLAGE DR NWGRAND RAPIDSMI49534NONECHARITABLEGENERAL$50,000
DISABILITY ADVOCATES OF KENT COUNTY
3600 CAMELOT CT SEGRAND RAPIDSMI49546NONECHARITABLEGENERAL$25,000
DISART
50 LOUIS ST NWGRAND RAPIDSMI49503NONECHARITABLEGENERAL$50,000
FAMILY PROMISE OF GRAND RAPIDS
516 CHERRY ST SEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$150,000
FIRST STEPS OF KENT COUNTY
118 COMMERCE AVE SW 300GRAND RAPIDSMI49503NONECHARITABLEGENERAL$50,000
GARFIELD PARK NEIGHBORHOOD ASSOCIATION
334 BURTON ST SEGRAND RAPIDSMI49507NONECHARITABLEGENERAL$50,000
GRAND RAPIDS ART MUSEUM
101 MONROE CENTER ST NWGRAND RAPIDSMI49503NONECHARITABLEGENERAL$60,000
GRAND RAPIDS CHILDREN'S MUSEUM
11 SHELDON AVE NEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$50,000
GRAND RAPIDS CIVIC THEATRE
30 DIVISION AVE NGRAND RAPIDSMI49503NONECHARITABLEGENERAL$90,000
GRAND RAPIDS SYMPHONY ENDOWMENT
220 LYON ST NWGRAND RAPIDSMI49503NONECHARITABLEGENERAL$500,000
GRAND VALLEY STATE UNIVERSITY
1 CAMPUS DRIVEALLENDALEMI49401NONECHARITABLEGENERAL$250,000
HEALTH NET OF WEST MICHIGAN
620 CENTURY AVE SW SUITE 210GRAND RAPIDSMI49503NONECHARITABLEGENERAL$50,000
HEART OF WEST MICHIGAN UNITED WAY
118 COMMERCE AVEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$70,000
HUMANE SOCIETY OF WEST MICHIGAN
3077 WILSON DR NWGRAND RAPIDSMI49534NONECHARITABLEGENERAL$45,000
IKUS LIFE ENRICHMENT
0-1859 LAKE MICHIGAN DRIVE NWGRAND RAPIDSMI49534NONECHARITABLEGENERAL$25,000
MARY FREE BED FOUNDATION
235 WEALTHY ST SEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$150,000
OUR HOPE
324 LYON ST NEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$300,000
PLANNED PARENTHOOD OF WEST MICHIGAN
425 CHERRY ST SEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$25,000
RED CROSS OF GREATER GRAND RAPIDS
1050 FULLER NEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$5,000
RED CROSS OF PALM BEACH COUNTY
1250 NORTHPOINT PKWYWEST PALM BEACHFL33407NONECHARITABLEGENERAL$5,000
ST CECILIA MUSIC CENTER
24 RANSOM AVE NEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$15,000
THE ARC OF KENT COUNTY
2922 FULLER AVE NE STE 201GRAND RAPIDSMI49505NONECHARITABLEGENERAL$25,000
THE DIATRIBE
334 BURTON ST SEGRAND RAPIDSMI49501NONECHARITABLEGENERAL$150,000
UNITED METHODIST COMMUNITY HOUSE
904 SHELDON AVE SEGRAND RAPIDSMI49507NONECHARITABLEGENERAL$100,000
WEST MICHIGAN CENTER FOR ARTS & TECHNOLOGY
98 FULTON ST E 202GRAND RAPIDSMI49503NONECHARITABLEGENERAL$25,000
YMCA OF GREATER GRAND RAPIDS
475 LAKE MICHIGAN DR NWGRAND RAPIDSMI49504NONECHARITABLEGENERAL$100,000
YWCA WEST CENTRAL MICHIGAN
25 SHELDON BLVD SEGRAND RAPIDSMI49503NONECHARITABLEGENERAL$65,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,755,000TotalGrantOrContriPdDurYrAmt
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$7,437ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$429,861ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,405,541ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,842,839ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,842,839TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
BOB PEW CRUT UAD 11222012
1111 LYON ST NWGRAND RAPIDSMI49503$3,613,643Yes (X)Yes (X)
KATE PEW WOLTERS
22260 CASCADE SPRINGS DR SEGRAND RAPIDSMI49546$502,544Yes (X)Yes (X)
BOB PEW CRUT UAD 11222012
3111 LYON ST NWGRAND RAPIDSMI49503$98,086Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1INVESTMENTS$3,613,6432024-04-26
2INVESTMENTS$502,5442024-09-05

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BEENE GARTER LLP$14,490$14,490$0
INTUIT FEE$298$298$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWAB (6118)BondNm
EOY Book Value$577,137EOYBookValueAmt
EOYFMV$584,739EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB (6118)$5,022,133$10,972,104
FIFTH THIRD BANK (1677)$2,704,379$2,565,390

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,789,012USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,859,385USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB (6118)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,078,362BookValueAmt
EOYFMV$5,376,316EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX DIFFERENCEDesc
Amt$415Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CHARLES SCHWAB FEES$63,784$63,784$0
FIFTH THIRD FEES$2,300$2,300$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
KATE P WOLTERS
2260 CASCADE SPRINGS DR SEGRAND RAPIDSMI49546
BOB PEW CRUT UAD 11222012
111 LYON NWGRAND RAPIDSMI49503

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX PAYMENTSCategoryTxt
Amt$50,338Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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