KRW FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KRW FOUNDATION (EIN 38-3384598)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201511359349101621
- Schema version
- 2014v5.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T12:31:39-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 495034036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-05-13 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,579,298 | 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 | $592,377 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $913,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $913,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $420,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,699,548 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $420,135 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,925,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,333,420 | 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 |
| Legal Fees Rev And Expnss | $300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $300 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,308 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,308 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $174,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,760,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,760,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,934,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,760,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,229,312 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,902 | CashBOYAmt |
| Cash EOY | $58,922 | CashEOYAmt |
| Cash EOYFMV | $58,922 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,620,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $286,571 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $286,571 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $290,297 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $290,297 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $303,663 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,380,424 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,191,026 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,261,276 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,461,694 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,810,558 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,642,928 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,490,319 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,591,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,918,928 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $147,554 | OtherAssetsBOYAmt |
| Other Assets EOY | $107,840 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $107,010 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,394,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,336,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,579,298 | 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 | $29,394,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,336,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,394,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,336,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,394,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,336,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,394,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $467 | OtherIncreasesAmt |
| Subtotal | $29,385,520 | SubtotalAmt |
| Other Decreases | $48,828 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,336,692 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| PARTNERSHIP K-1 | P | $38,551 | -$38,551 | -$38,551 | |
| PUBLICLY TRADED SECURITIES | $26,448 | -$1,418 | -$1,418 | $25,030 | |
| PUBLICLY TRADED SECURITIES | $1,218,321 | $407,474 | $407,474 | $1,625,795 | |
| PUBLICLY TRADED SECURITIES | $294,344 | -$13,970 | -$13,970 | $280,374 | |
| PUBLICLY TRADED SECURITIES | $439,006 | -$23,599 | -$23,599 | $415,407 | |
| PUBLICLY TRADED SECURITIES | $262,743 | $87,915 | $87,915 | $350,658 | |
| CAPITAL GAINS DIVIDENDS | P | $2,284 | $2,284 | $2,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $420,135 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,322,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,892,443 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063280 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,084,473 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,289,666 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.485929 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $825,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,862,162 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.140733 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,449,966 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,124,840 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.236735 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,520,695 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,511,154 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.233552 | DistributionYr5Rt |
| Total Distribution | 1.160229 | TotalDistributionRt |
| Average Distribution | 0.232046 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,569,937 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,557,724 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,293 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,570,017 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,760,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $38,280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,694 | OverpaymentAmt |
| Applied To ES Tax | $13,694 | 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 | Yes (1) | 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 | JOHN LOGAN FOUNDERS BANK AND TRUST | IndividualWithBooksNm |
| Phone | 6169569030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5181 CASCADE ROAD SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | 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 | $31,283,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,782,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,065,926 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,065,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $495,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,569,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,628,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,628,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,586 | TotalTaxAmt |
| Distributable Before Adj | $1,603,911 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,603,911 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,603,911 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,760,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,760,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,760,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,603,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,198,407 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,148,392 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $544,175 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,882,264 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $315,697 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,088,935 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,760,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,603,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $156,389 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,245,324 | 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 | $1,198,407 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,046,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,148,392 | ExcessFromYear4Amt |
| Excess From Year3 | $544,175 | ExcessFromYear3Amt |
| Excess From Year2 | $1,882,264 | ExcessFromYear2Amt |
| Excess From Year1 | $315,697 | ExcessFromYear1Amt |
| Excess From Current Year | $156,389 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU OF MICHIGAN | |||||||
| 2966 WOODWARD AVE | DETROIT | MI | 48201 | NONE | CHARITABLE | GENERAL | $25,000 |
| AQUINAS COLLEGE | |||||||
| 1607 ROBINSON RD SE | GRAND RAPIDS | MI | 49506 | NONE | EDUCATION | GENERAL | $85,000 |
| DISABILITY ADVOCATES OF KENT COUNTY | |||||||
| 3600 CAMELOT CT SE | GRAND RAPIDS | MI | 49546 | NONE | CHARITABLE | GENERAL | $275,000 |
| 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 | $5,000 |
| GIRLS CHORAL ACADEMY | |||||||
| 2920 FULLER AVE NE 104 | GRAND RAPIDS | MI | 49505 | NONE | CHARITABLE | GENERAL | $5,000 |
| GRAND RAPIDS ART MUSEUM | |||||||
| 101 MONROE CENTER ST NW | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $100,000 |
| GRAND RAPIDS SYMPHONY ENDOWMENT | |||||||
| 220 LYON ST NW | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $200,000 |
| GRAND RAPIDS UNIVERSITY PREPARATORY ASSOCIATION | |||||||
| PO BOX 3127 | GRAND RAPIDS | MI | 495013127 | NONE | EDUCATION | GENERAL | $5,000 |
| GRAND RAPIDS URBAN LEAGUE | |||||||
| 745 EASTERN AVE SE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $10,000 |
| GRAND VALLEY STATE UNIVERSITY | |||||||
| 1 CAMPUS DRIVE | ALLENDALE | MI | 49401 | NONE | EDUCATION | GENERAL | $50,000 |
| GRANDVILLE ACADEMY FOR THE ARTS | |||||||
| 644 GRANDVILLE AVE SW | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $10,000 |
| HABITAT FOR HUMANITY - KENT COUNTY | |||||||
| 425 PLEASANT ST SW | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $25,000 |
| HEART OF WEST MICHIGAN UNITED WAY | |||||||
| 118 COMMERCE AVE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $60,000 |
| HUMANE SOCIETY OF WEST MICHIGAN | |||||||
| 3077 WILSON DRIVE NW | GRAND RAPIDS | MI | 49534 | NONE | CHARITABLE | GENERAL | $25,000 |
| 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 | $25,000 |
| KCONNECT | |||||||
| 1633 E BELTLINE NE STE 211 | GRAND RAPIDS | MI | 49525 | NONE | CHARITABLE | GENERAL | $35,000 |
| LOST TREE CHARITABLE FOUNDATION | |||||||
| 11149 TURTLE BEACH RD | NORTH PALM BEACH | FL | 33408 | NONE | CHARITABLE | GENERAL | $10,000 |
| MARY FREE BED FOUNDATION | |||||||
| 235 WEALTHY ST SE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $250,000 |
| MICAH CENTER | |||||||
| 2010 KALAMAZOO AVE SE | GRAND RAPIDS | MI | 49507 | NONE | EDUCATION | GENERAL | $20,000 |
| PLANNED PARENTHOOD OF WEST MICHIGAN | |||||||
| 425 CHERRY ST SE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $60,000 |
| RED CROSS OF GREATER GRAND RAPIDS | |||||||
| 1050 FULLER NE | GRAND RAPIDS | MI | 49503 | 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 | $40,000 |
| THE CARTER CENTER | |||||||
| 453 FREEDOM PKWY NE | ATLANTA | GA | 30307 | NONE | CHARITABLE | GENERAL | $5,000 |
| WEST MICHIGAN CENTER FOR ARTS & TECHNOLOGY | |||||||
| 98 FULTON ST E 202 | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $25,000 |
| YMCA OF GREATER GRAND RAPIDS | |||||||
| 475 LAKE MICHIGAN DRIVE NW | GRAND RAPIDS | MI | 49504 | NONE | CHARITABLE | GENERAL | $100,000 |
| YWCA WEST CENTRAL MICHIGAN | |||||||
| 25 SHELDON BOULEVARD SE | GRAND RAPIDS | MI | 49503 | NONE | CHARITABLE | GENERAL | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,760,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $913,285 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $420,135 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,333,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,333,420 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARY IDEMA PEW QTIP TRUST UAD 1121977 AS AMENDED | ||||||
| 1 | 111 LYON STREET NW | GRAND RAPIDS | MI | 49503 | $273,735 | Yes (X) |
| ROBERT C PEW SETTLEMENT TRUST UAD 4281965 AS AMENDED A | ||||||
| 2 | 111 LYON STREET NW | GRAND RAPIDS | MI | 49503 | $308,642 | Yes (X) |
| KATE PEW WOLTERS | ||||||
| 3 | 2260 CASCADE SPRINGS DR SE | GRAND RAPIDS | MI | 49546 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BEENE GARTER LLP | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOUNDERS BANK AND TRUST (9512) | $1,471,394 | $1,451,887 |
| CHARLES SCHWAB (6118) | $5,339,164 | $5,191,041 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOUNDERS BANK AND TRUST (9512) | $1,727,138 | $2,326,658 |
| CHARLES SCHWAB (6118) | $6,983,592 | $7,386,941 |
| FIFTH THIRD BANK (1677) | $6,480,296 | $9,547,677 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $290,297 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $303,663 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FOUNDERS BANK AND TRUST (9512) | AT COST | $90,812 | $75,763 |
| CHARLES SCHWAB (6118) | AT COST | $6,500,666 | $6,843,165 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WARNER NORCROSS JUDD LLP | CategoryTxt |
| Legal Fees | $300 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INTERESTS | Desc |
| BOY Book Value | $147,554 | BOYBookValueAmt |
| EOY Book Value | $107,840 | EOYBookValueAmt |
| EOYFMV | $107,010 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $48,828 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $467 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARLES SCHWAB FEES | $69,733 | $69,733 | $0 |
| FOUNDERS BANK & TRUST FEES | $28,587 | $28,587 | $0 |
| FIFTH THIRD FEES | $776 | $776 | $0 |
| PARTNERSHIP FEES | $1,212 | $1,212 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MARY IDEMA PEW QTIP TRUST UAD 1121977 AS AMENDED | |||
| 111 LYON NW | GRAND RAPIDS | MI | 49503 |
| ROBERT C PEW SETTLEMENT TRUST UAD 4281965 AS AMENDED AND RESTATED | |||
| 111 LYON NW | GRAND RAPIDS | MI | 49503 |
| WD IDEMA FBO ROBERT C PEW III ET AL TR | |||
| 111 LYON NW | GRAND RAPIDS | MI | 49503 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $32,081 | $0 | $0 |
| ESTIMATED PAYMENTS | $38,280 | $0 | $0 |
Comments