2014-05-13T10:07:05-05:00 2013-12-31 381337372 BEENE GARTER LLP 56 GRANDVILLE AVE SW SUITE 100 GRAND RAPIDS MI 495034036 990PF 2013-01-01 383384598 KATE AND RICHARD WOLTERS FOUNDATION KATE 6169569030 2260 CASCADE SPRINGS DRIVE SE GRAND RAPIDS MI 49546 KATE P WOLTERS PRESIDENT 6169569030 2014-05-09 1 MARGARET W BISHOP CPA P00295096 6162355200 2013 2015-12-30 17:16:21Z X 32393467 X 25066279 280369 280369 1672525 7768258 1672525 713 713 27019886 1953607 0 0 0 5075 0 5075 40074 40074 0 1339 1339 0 46488 41413 5075 1317000 1317000 1363488 41413 1322075 25656398 1912194 92784 2902 2902 294342 4620835 4620835 0 290297 289895 2986035 13380424 16302558 61598 5461694 5435069 0 5490319 5593380 0 147554 148828 3434759 29394025 32393467 0 0 X 0 0 0 0 3434759 29394025 3434759 29394025 3434759 29394025 3434759 25656398 304190 29395347 1322 29394025 PUBLICLY TRADED SECURITIES P 129469 119120 10349 10349 PUBLICLY TRADED SECURITIES P 656326 278393 377933 377933 PARTNERSHIP K-1 P 27 27 27 PARTNERSHIP K-1 P 15 15 15 PUBLICLY TRADED SECURITIES P 6192809 5024000 1168809 1168809 PUBLICLY TRADED SECURITIES P 749995 650997 98998 98998 PUBLICLY TRADED SECURITIES P 25762 23223 2539 2539 CAPITAL GAINS DIVIDENDS P 13855 13855 13855 1672525 0 2084473 4289666 0.485929 825000 5862162 0.140733 1449966 6124840 0.236735 1520695 6511154 0.233552 1472077 7056786 0.208604 1.305553 0.261111 20892443 5455247 19122 5474369 1322075 38244 0 38244 0 38244 6163 6163 32081 0 0 0 0 0 0 0 0 0 0 0 1 MI 1 0 1 0 0 1 N/A JOHN LOGAN FOUNDERS BANK AND TRUST 6169569030 5181 CASCADE ROAD SE GRAND RAPIDS MI 49546 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/TREASURER/TRUSTEE 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 16876547 4334055 0 21210602 0 0 21210602 318159 20892443 1044622 1044622 38244 38244 1006378 0 1006378 0 1006378 1322075 0 1322075 0 1322075 1006378 0 0 1126874 1198407 1148392 544175 1882264 5900112 1322075 0 0 0 1006378 315697 0 0 6215809 0 0 0 0 0 0 1126874 5088935 1198407 1148392 544175 1882264 315697 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 MICAH CENTER 2010 KALAMAZOO AVE SE GRAND RAPIDS MI 49507 NONE EDUCATION GENERAL 20000 GRAND RAPIDS SYMPHONY ENDOWMENT 220 LYON ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 135000 OPERA GRAND RAPIDS 1320 FULTON ST E GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 5000 DISABILITY ADVOCATES OF KENT COUNTY 3600 CAMELOT CT SE GRAND RAPIDS MI 49546 NONE CHARITABLE GENERAL 25000 DOMINICAN SISTERS OF GRAND RAPIDS 2025 FULTON ST E GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 BAXTER COMMUNITY CENTER 935 BAXTER ST SE GRAND RAPIDS MI 49506 NONE CHARITABLE GENERAL 20000 FERRIS STATE UNIVERSITY 1201 S STATE ST BIG RAPIDS MI 49307 NONE EDUCATION GENERAL 100000 COUNCIL OF MICHIGAN FOUNDATIONS ONE SOUTH HARBOR DRIVE SUITE 3 GRAND HAVEN MI 49417 NONE EDUCATION GENERAL 2000 GRANDVILLE ACADEMY FOR THE ARTS 644 GRANDVILLE AVE SW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 20000 AQUINAS COLLEGE 1607 ROBINSON RD SE GRAND RAPIDS MI 49506 NONE EDUCATION GENERAL 80000 GRAND RAPIDS ART MUSEUM 101 MONROE CENTER ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 100000 PLANNED PARENTHOOD OF WEST MICHIGAN 425 CHERRY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 55000 INNER CITY CHRISTIAN FEDERATION 920 CHERRY STREET SE GRAND RAPIDS MI 49506 NONE CHARITABLE GENERAL 25000 LOST TREE CHARITABLE FOUNDATION 11149 TURTLE BEACH RD NORTH PALM BEACH FL 33408 NONE CHARITABLE GENERAL 10000 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 55000 ST CECILIA MUSIC SOCIETY 24 RANSOM AVE NE 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 AMERICAN RED CROSS OF PALM BEACH AREA PO BOX 870 WEST PALM BEACH FL 33402 NONE CHARITABLE GENERAL 5000 GILDAS CLUB GRAND RAPIDS 1806 BRIDGE ST NW GRAND RAPIDS MI 49504 NONE CHARITABLE GENERAL 5000 INDIAN TRAILS CAMP O-1859 LAKE MICHIGAN DRIVE GRAND RAPIDS MI 49544 NONE CHARITABLE GENERAL 25000 GRAND VALLEY STATE UNIVERSITY 1 CAMPUS DRIVE ALLENDALE MI 49401 NONE EDUCATION GENERAL 50000 YWCA WEST CENTRAL MICHIGAN 25 SHELDON BOULEVARD SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 65000 ACLU OF MICHIGAN 2966 WOODWARD AVE DETROIT MI 48201 NONE CHARITABLE GENERAL 50000 MARY FREE BED FOUNDATION 235 WEALTHY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 250000 HABITAT FOR HUMANITY - KENT COUNTY 425 PLEASANT ST SW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 WEST MICHIGAN CENTER FOR ARTS & TECHNOLOGY 98 FULTON ST E 202 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 FIRST STEPS OF KENT COUNTY 118 COMMERCE AVE SW 300 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 100000 CIRCLE THEATRE 1607 ROBINSON RD SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 5000 1317000 0 14 280369 14 713 18 1672525 0 1953607 0 1953607 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 16518853 X X 2 ROBERT C PEW SETTLEMENT TRUST UAD 4281965 AS AMENDED AND RESTATED 111 LYON STREET NW GRAND RAPIDS MI 49503 11810613 X X 1 975,715 SH. OF STEELCASE CORPORATION STOCK 14821866 2013-06-27 2 129,586 SH. OF STEELCASE CORPORATION STOCK 2126506 2013-11-21 FOUNDERS BANK AND TRUST (9512) 1471394 1478094 CHARLES SCHWAB (6118) 3990300 3956975 FOUNDERS BANK AND TRUST (9512) 0 0 FOUNDERS BANK AND TRUST (9512) 1754955 2229548 CHARLES SCHWAB (6118) 3615281 3708976 FIFTH THIRD BANK (1677) 8010188 10364034 290297 289895 0 0 FOUNDERS BANK AND TRUST (9512) AT COST 86433 77584 CHARLES SCHWAB (6118) AT COST 5403886 5515796 WARNER NORCROSS JUDD LLP 5075 0 5075 PARTNERSHIP INTERESTS 0 147554 148828 BOOK TO TAX DIFFERENCE 1322 PARTNERSHIP K-1 713 713 713 SALE OF STOCK RECORDED ON 2012 RETURN PROCEEDS RECEIVED IN 2013 304190 CHARLES SCHWAB FEES 11745 11745 0 FOUNDERS BANK & TRUST FEES 28329 28329 0 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 FOREIGN TAXES (9512) 1339 1339 0