2024-11-04T08:34:29-06:00 2023-12-31 382627062 HELMHOLDTCOMPANY LLP CPAS 5940 TAHOE DRIVE SE GRAND RAPIDS MI 495467121 990PF 2023-01-01 382556356 JAMES AND SHIRLEY BALK FOUNDATION JAME 6164581414 1230 MONROE AVE NW GRAND RAPIDS MI 49505 SHIRLEY A BALK TRUSTEE 6164581414 2024-11-01 1 0 RANDALL C HESSELINK CPA P00974634 6169497250 2023 2024-10-15 13:58:12Z X 5170126 X 0 X 175 175 160428 160428 -1250672 9994299 0 -1090069 160603 0 0 0 11329 11329 0 1550 0 1550 12879 11329 1550 143539 143539 156418 11329 145089 -1246487 149274 20503 265205 265205 4922931 3292152 1800711 2964620 3104210 3104210 7908054 6661567 5170126 0 0 X 0 0 0 0 7908054 6661567 7908054 6661567 7908054 6661567 7908054 -1246487 0 6661567 0 6661567 PUBLICLY TRADED SECURITIES 42484 41576 908 908 PUBLICLY TRADED SECURITIES 9102059 9101559 500 500 PUBLICLY TRADED SECURITIES 849756 2098798 -1249042 -1249042 -1247634 2075 0 2075 0 2075 10997 0 0 0 10997 0 8922 8922 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A SHIRLEY BALK 6164581414 6997 WILDERMERE ROCKFORD MI 49341 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES BALK II 6997 WILDERMERE ROCKFORD MI 49341 TRUSTEE 0.00 0 0 0 SHIRLEY BALK 6997 WILDERMERE ROCKFORD MI 49341 TRUSTEE 0.00 0 0 0 JAMES H BALK 6721 THREE MILE RD NE ADA MI 49301 TRUSTEE 0.00 0 0 0 MARTIN A BALK 7175 WILDERMERE DR NE ROCKFORD MI 49341 TRUSTEE 0.00 0 0 0 STEVEN J BALK 10357 LAKESHORE DR WEST OLIVE MI 49460 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 2004539 81599 3104210 5190348 0 0 5190348 77855 5112493 255625 255625 2075 2075 253550 0 253550 0 253550 145089 0 145089 253550 0 0 318022 126524 1386379 1830925 145089 0 0 0 145089 0 108461 108461 1722464 0 0 0 0 0 0 0 1722464 209561 126524 1386379 JAMES BALK II SHIRLEY BALK SHIRLEY BALK 1230 MONROE AVE NW GRAND RAPIDS MI 49505 6164581414 LETTER NONE NONE FREDERIK MEIJER GARDENS 1000 EAST BELTLINE AVE NE GRAND RAPIDS MI 49525 N/A PC GENERAL SUPPORT 1225 GILDA'S CLUB 1806 BRIDGE ST NW GRAND RAPIDS MI 49504 N/A PC GENERAL SUPPORT 2500 GRAND RAPIDS CHRISTIAN SCHOOL 2300 PLYMOUTH AVE SE GRAND RAPIDS MI 49506 N/A PC GENERAL SUPPORT 10000 HOSPICE OF MICHIGAN 989 SPAULDING AVE SE ADA MI 49301 N/A PC GENERAL SUPPORT 39050 KIWANIS OF MICHIGAN 315 KIWANIS DR MASON MI 48854 N/A PC GENERAL SUPPORT 2000 LA GRAVE CHURCH 107 LA GRAVE AVE SE GRAND RAPIDS MI 49503 N/A PC GENERAL SUPPORT 32206 PAWS WITH A CAUSE 4646 DIVISION ST S WAYLAND MI 49348 N/A PC GENERAL SUPPORT 5000 ROCKFORD EDUCATION FUND PO BOX 777 ROCKFORD MI 49341 N/A PC GENERAL SUPPORT 5000 COREWELL - HELEN DEVOS CHIDLREN'S HOSPITAL FOUNDATION 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 N/A PC GENERAL SUPPORT 11058 UNIVERSITY OF PENNSYLVANIA 3535 MARKET STREET SUITE 750 PHILADELPHIA PA 19104 N/A PC GENERAL SUPPORT 1000 VAN ANDEL INSTITUTE 333 BOSTWICK AVE NE GRAND RAPIDS MI 49503 N/A PC GENERAL SUPPORT 20500 HILLSDALE COLLEGE PO BOX 97337 WASHINGTON DC 20009 N/A PC GENERAL SUPPORT 2000 YOUNGLIFE 1601 GALBRAITH AVE SE GRAND RAPIDS MI 49546 N/A PC GENERAL SUPPORT 3000 NORTH ALANO CLUB OF GRAND RAPIDS 1020 COLLEGE AVE NE GRAND RAPIDS MI 49503 N/A PC GENERAL SUPPORT 2000 MEL TROTTER MINISTRIES 225 COMMERCE AVE SW GRAND RAPIDS MI 49503 N/A PC GENERAL SUPPORT 2500 JUNIOR ACHIEVEMENT 4090 LAKE DRIVE SE GRAND RAPIDS MI 49546 N/A PC GENERAL SUPPORT 1000 KIDS FOOD BASKET 1300 PLYMOUTH AVE NE GRAND RAPIDS MI 49505 N/A PC GENERAL SUPPORT 2500 ACORN SHOP 6780 MARTIN VIEW ST NE ROCKFORD MI 49301 N/A PC GENERAL SUPPORT 1000 143539 0 14 175 14 160428 18 -1250672 0 -1090069 0 -1090069 0 0 0 0 0 0 0 0 0 0 5,412 SHS - FORD MOTOR CO 126902 65972 20,000 SHS - BAUSCH HEALTH COS INC 473600 160400 129,150 SHS - FORD MOTOR CO 2691650 1574339 CSV OF LIFE INSURANCE POLICY FMV 3104210 3104210 MISCELLANEOUS EXPENSE 1550 0 1550