2024-10-07T08:58:09-05:00 2023-12-31 382492570 DOEREN MAYHEW 56 CESAR E CHAVEZ AVE SW STE 100 GRAND RAPIDS MI 49503 990PF 2023-01-01 383384598 KRW FOUNDATION KATE 6169569030 2260 CASCADE SPRINGS DR SE GRAND RAPIDS MI 49546 KATE P WOLTERS PRESIDENT 6169569030 2024-10-02 1 0 DERIK V RYNEARSON CPA P01210742 6162355200 2024-09-23 2023 2024-10-15 13:58:12Z X 18294148 X 10000 17 17 391446 391446 -52236 2310608 0 349227 391463 0 0 0 7310 7310 0 57285 57285 0 25000 0 0 89595 64595 0 2100000 2100000 2189595 64595 2100000 -1840368 326868 20562 253237 253237 168503 84105 84105 1087059 918601 975293 7417796 6365584 11653053 972189 497489 487661 3139532 2851786 4840799 12805641 10970802 18294148 0 0 X 0 0 0 0 12805641 10970802 12805641 10970802 12805641 10970802 12805641 -1840368 5529 10970802 0 10970802 PUBLICLY TRADED SECURITIES P 2284241 2330189 -45948 -45948 PUBLICLY TRADED SECURITIES P 32655 -32655 -32655 CAPITAL GAINS DIVIDENDS P 26367 26367 26367 -52236 4543 0 4543 0 4543 15294 0 25000 0 40294 0 35751 35751 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 0 KATE P WOLTERS 2260 CASCADE SPRINGS DRIVE SE GRAND RAPIDS MI 49546 PRESIDENT/SECRETARY/TREASU 0.50 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 16852455 277241 0 17129696 0 0 17129696 256945 16872751 843638 843638 4543 4543 839095 0 839095 0 839095 2100000 0 2100000 839095 0 0 2672952 2540493 2751161 1725768 1059650 10750024 2100000 0 0 0 839095 1260905 0 0 12010929 0 0 0 0 0 0 2672952 9337977 2540493 2751161 1725768 1059650 1260905 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 50000 ASPEN INSTITUTE 2330 N STREET NW SUTIE 700 WASHINGTON DC 20037 NONE CHARITABLE GENERAL 75000 BEYOND 26 4340 BURLINGAME AVE SW WYOMING MI 49509 NONE CHARITABLE GENERAL 25000 CHILDREN'S ADVOCACY CENTER OF KENT COUNTY 2855 MICHIGAN ST NE GRAND RAPIDS MI 49506 NONE CHARITABLE GENERAL 10000 CITY OF ROCKFORD 7 S MONROE ST ROCKFORD MI 49641 NONE CHARITABLE GENERAL 25000 COUNCIL OF MICHIGAN FOUNDATIONS ONE SOUTH HARBOR DRIVE SUITE 3 GRAND HAVEN MI 49417 NONE EDUCATION GENERAL 10000 DISABILITY ADVOCATES OF KENT COUNTY 3600 CAMELOT CT SE GRAND RAPIDS MI 49546 NONE CHARITABLE GENERAL 50000 DISART 50 LOUIS ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 FAMILY PROMISE OF GRAND RAPIDS 516 CHERRY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 150000 FIRST STEPS OF KENT COUNTY 118 COMMERCE AVE SW 300 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 50000 GARFIELD PARK NEIGHBORHOOD ASSOCIATION 334 BURTON ST SE GRAND RAPIDS MI 49507 NONE CHARITABLE GENERAL 50000 GRAND RAPIDS ART MUSEUM 101 MONROE CENTER ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 50000 GRAND RAPIDS CIVIC THEATRE 30 DIVISION AVE N GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 110000 GRAND RAPIDS COMMUNITY FOUNDATION 185 OAKES ST SW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 125000 GRAND RAPIDS SYMPHONY ENDOWMENT 220 LYON ST NW GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 300000 HEALTH NET OF WEST MICHIGAN 620 CENTURY AVE SW SUITE 210 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 50000 HEART OF WEST MICHIGAN UNITED WAY 118 COMMERCE AVE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 70000 IKUS LIFE ENRICHMENT 0-1859 LAKE MICHIGAN DRIVE NW GRAND RAPIDS MI 49534 NONE CHARITABLE GENERAL 25000 MARY FREE BED FOUNDATION 235 WEALTHY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 MICHIGAN LEAGUE OF CONSERVATION VOTERS 340 BEAKES ST STE 110 ANN ARBOR MI 48104 NONE CHARITABLE GENERAL 50000 OUR HOPE 324 LYON ST NE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 200000 PLANNED PARENTHOOD OF SOUTH FLORIDA 2300 N FLORIDA MANGO RD WEST PALM BEACH FL 33409 NONE CHARITABLE GENERAL 20000 PLANNED PARENTHOOD OF WEST MICHIGAN 425 CHERRY ST SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 RED CROSS OF PALM BEACH COUNTY 1250 NORTHPOINT PKWY WEST PALM BEACH FL 33407 NONE CHARITABLE GENERAL 5000 ST CECILIA MUSIC CENTER 24 RANSOM AVE NE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 15000 THE ARC OF KENT COUNTY 2922 FULLER AVE NE STE 201 GRAND RAPIDS MI 49505 NONE CHARITABLE GENERAL 25000 THE DIATRIBE 334 BURTON ST SE GRAND RAPIDS MI 49501 NONE CHARITABLE GENERAL 300000 TOGETHER WEST MICHIGAN EDUCATION FUND 1224 DAVIS AVE NW GRAND RAPIDS MI 49504 NONE CHARITABLE GENERAL 10000 WEST MICHIGAN CENTER FOR ARTS & TECHNOLOGY 98 FULTON ST E 202 GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 25000 WOMENS' RESOURCE CENTER 816 MADISON AVE SE GRAND RAPIDS MI 49507 NONE CHARITABLE GENERAL 75000 YWCA WEST CENTRAL MICHIGAN 25 SHELDON BLVD SE GRAND RAPIDS MI 49503 NONE CHARITABLE GENERAL 50000 2100000 0 14 17 14 391446 18 -52236 0 339227 0 339227 0 0 0 0 0 0 0 0 0 0 X X 1 KATE PEW WOLTERS 2260 CASCADE SPRINGS DR SE GRAND RAPIDS MI 49546 10000 X BEENE GARTER LLP 7310 7310 0 CHARLES SCHWAB (6118) 497489 487661 CHARLES SCHWAB (6118) 3859169 8870973 FIFTH THIRD BANK (1677) 2506415 2782080 918601 975293 0 0 CHARLES SCHWAB (6118) AT COST 2851786 4840799 PRIOR PERIOD ADJUSTMENT 5529 CHARLES SCHWAB FEES 54684 54684 0 FIFTH THIRD FEES 2601 2601 0 TAX PAYMENTS 25000 0 0