2024-10-31T14:55:02-04:00 2023-12-31 382622626 FREEDMAN & GOLDBERG CPAS PC 31150 NORTHWESTERN HIGHWAY SUITE 2 FARMINGTON HILLS MI 483342573 990PF 2023-01-01 383416886 FRANK AND SARAH WEBSTER FAMILY FOUNDATION INC FRAN 8106940336 893 BAY RIDGE DRIVE HOLLAND MI 49424 JULIE DESHAW MANAGER 6166545129 2024-10-29 false MICHAEL GOLDBERG P00160942 2486262400 2024-10-29 2023 2024-10-15 13:58:12Z X 91593 X 15021 X 15 15 15 1817 1817 1817 6165 100721 3 23018 1835 1832 1250 691 691 31 11 1972 702 0 48060 48060 50032 702 48060 -27014 1133 1832 5978 2655 2655 68384 60492 73867 37781 16060 15071 112143 79207 91593 0 X 112143 79207 112143 79207 112143 79207 112143 -27014 85129 5922 79207 3 16 16 16 16 false false false false false false true true MI true false false false false true N/A JULIE DESHAW 8106940336 893 BAY RIDGE DRIVE HOLLAND MI 49424 false false false false false false false false false false false false false false false false false false false false JULIE DESHAW 893 BAY RIDGE DRIVE HOLLAND MI 49424 MANAGER 000.00 0 0 0 NONE NONE N/A 63762 13301 25421 102484 102484 1537 100947 5047 5047 16 16 5031 5031 5031 48060 48060 5031 989 23491 27069 38473 18849 108871 48060 5031 43029 151900 0 989 150911 23491 27069 38473 18849 43029 JULIE DESHAW 893 BAY RIDGE DRIVE HOLLAND MI 49424 8106940336 IN WRITING WITH SUPPORTING INFORMATION NONE SCHOLARSHIPS ARE AWARDED BASED ON NEED, TO A STUDENT OF THE DESIGNATED EDUCATIONAL INSTITUTION, WHO IS IN GOOD STANDING ANGELICO PROJECT PO BOX 18092 CINCINNATI OH 45218 CHARITABLE GIFT 250 CAMP SUNSHINE 7 291 W LAKEWOOD BLVD HOLLAND MI 49424 CHARITABLE GIFT 1000 CHILDREN'S CANCER RESEARCH FUND 7301 OHMS STE 355 MINNEAPOLIS MN 55439 CHARITABLE GIFT 1000 DIOCESE OF GRAND RAPIDS 360 DIVISION AVE S GRAND RAPIDS MI 49503 CHARITABLE GIFT 4000 FELLOWSHIP OF CATHOLIC UNIVERSITY 603 PARK POINT DR GENESEE CO 80401 CHARITABLE GIFT 1200 GOD'S EMBRACE 1601 HIGH HILL RD SCHULENBURG TX 78956 CHARITABLE GIFT 2500 GOD'S EMBRACE 1601 HIGH HILL RD SCHULENBURG TX 78956 CHARITABLE GIFT 2000 LAPEER COMMUNITY SCHOOLS 933 S SAGINAW LAPEER MI 48446 CHARITABLE GIFT 1500 MISSION INDIA 1142 44TH ST SE KENTWOOD MI 49508 CHARITABLE GIFT 1500 OUR LADY OF THE LAKE 480 152ND AVE HOLLAND MI 49424 CHARITABLE GIFT 2000 OUR LADY OF THE LAKE 480 152ND AVE HOLLAND MI 49424 CHARITABLE GIFT 600 OUR LADY OF THE LAKE 480 152ND AVE HOLLAND MI 49424 CHARITABLE GIFT 2000 OUR LADY OF THE LAKE 480 152ND AVE HOLLAND MI 49424 CHARITABLE GIFT 600 PARTNERS IN HEALTH 800 BOYSTON STE 300 BOSTON MA 02199 CHARITABLE GIFT 1200 RANGE OF MOTION PROJECT PO BOX 100915 DENVER CO 80250 CHARITABLE GIFT 500 RANGE OF MOTION PROJECT PO BOX 100915 DENVER CO 80250 CHARITABLE GIFT 410 SACRED HEART ELK RAPIDS 143 CHARLES STREET ELK RAPIDS MI 49629 CHARITABLE GIFT 20000 SAINT BENEDICT INSTITUTE AT SAINT F 195 W 13TH ST HOLLAND MI 49423 CHARITABLE GIFT 2000 WESTERN THEOLOGICAL SEMINARY 101 EAST 13TH ST HOLLAND MI 49423 CHARITABLE GIFT 1000 YOUNG LIFE WASHTENAW PO BOX 70065 PRESCOTT AZ 86304 CHARITABLE GIFT 1300 DIOCESE OF GRAND RAPIDS 360 DIVISION AVE S GRAND RAPIDS MI 49503 CHARITABLE GIFT 1500 48060 14 15 14 1817 18 6165 7997 7997 false false false false false false false false false false ACCOUNTING / TAX PREP 1250 STCG - SUMMARY 2023-01 PURCHASE 2023-06 33478 32352 1126 STCG - WASH SALE 2023-01 PURCHASE 2023-06 121 121 LTCG - SUMMARY 2021-01 PURCHASE 2023-06 66388 62204 4184 LTCG - WASH SALE 2021-01 PURCHASE 2023-06 731 731 VANGUARD INTERMEDIATE-TERM VANGUARD MORTGAGE-BACKED ISHARES US TREASURY BOND ETF SPDR BLOOMBERG BARCLAYS TCW TOTAL RETURN BOND PIMCO INVESTMENT GRADE BOND PIMCO INTL BOND BLACKROCK HIGH YIELD BOND ISH USD HIGH YIELD CORP BOND ISH USD HIGH YIELD 251 254 ISHARES US TREASURY BOND 3830 3779 PIMCO INVESTMENT GRADE 2604 2337 PIMCO INTERNATIONAL BOND 2099 2102 TCW TOTAL RETURN 2470 2106 VANGUARD LONG-TERM 1076 1046 VANGUARD SCOTTSDALE 2072 1869 VANGUARD MORTGAGE BACKED 1658 1578 ABBOTT LABS ALPHABET INC SHS CL A 1897 2375 AMAZON COM INC 1894 2279 APPLE INC 3416 5198 BLACKROCK INC 1383 1624 BOEING COMPANY 1728 2085 BRISTOL-MYERS SQUIBB BROADCOM INC. 554 1116 CHEVRON CORP CIGNA CORP REG SHS CONOCOPHILLIPS 623 929 COSTCO WHOLESALE CRP DEL 2457 3300 DANAHER CORP DEL COM ELEVANCE HEALTH INC. EQUITY RESIDENTIAL REIT HILTON WORLDWIDE HOLDINGS INC REG 903 1093 HOME DEPOT INC 1489 1733 HONEYWELL INTL INC DEL 722 839 JPMORGAN CHASE & CO 1875 2381 MARVELL TECH INC MCDONALDS 1369 1483 MICROSOFT CORP 4688 6393 NEXTERA ENERGY INC SHS NORTHROP GRUMMAN CORP O'REILLY AUTOMOTIVE INC. 811 950 PALO ALTO NETWORKS 330 590 PARKER HANNIFIN CORP 1762 2304 PROCTOR & GAMBLE CO 780 733 PROGRESSIVE CRP OHIO 1399 1752 PROLOGIS INC 1791 2000 SCHLUMBERGER LTD 885 1041 SCHWAB CHARLES CORP NEW STARBUCKS THERMO FISHER SCIENTIFIC INC 537 531 TORONTO DOMINION BANK 769 711 UNION PACIFIC CORP 1773 1965 VISA INC CL A SHRS 1886 2343 WALMART INC 1411 1577 XCEL ENERGY ZOETIS INC 1598 1974 AMPHENOL CORP CL A NEW 1503 1586 BOSTON SCIENTIFIC CORP 1543 1792 ELI LILLY & CO 1215 1166 EXXON MOBIL CORP 2150 1900 FERRARI NV 900 1015 KENVUE INC 1378 1335 NETFLIX COM INC 1696 1948 NVIDIA 1036 2476 ROSS STORES INC 601 692 S&P GLOBAL INC 1690 1762 SERVICENOW INC 953 1413 TESLA INC 1180 1242 UNITED RENTALS INC COM 989 1147 UNITEDHEALTH GROUP INC 2011 2106 WELLTOWER INC 917 988 FEDERAL INCOME TAX 18 UNREALIZED LOSS ON DONATED STOCK 5904 INVESTMENT FEES 691 691 STATE OF MI ANNUAL LICENSE FEES 20 FOREIGN TAXES FROM DIVIDENDS 11 11