2024-11-15T22:01:05-05:00 2023-12-31 760773322 BENOIT & ASSOCIATES CPAS 3347 EAGLE RUN DR NE STE C GRAND RAPIDS MI 495257054 990PF 2023-01-01 382695962 ALFRED B SWANSON FOUNDATION ALFR 6169498286 PO BOX 6220 GRAND RAPIDS MI 49516 GENEVIEVE DE GROOT SWANSON MD PRESIDENT 6169498286 2024-11-12 true MAURICE BENOIT CPA P00054156 6163610321 2024-11-13 2023 2024-10-15 13:58:12Z X 118834 X X 5 5 2782 2782 -4357 113056 -1570 2787 1910 1910 9 9 15309 15309 8367 8367 25595 1919 23676 600 600 26195 1919 24276 -27765 868 -726 5059 5059 133492 114334 112647 2680 2680 1128 1128 1128 133894 120521 118834 2410 2410 0 X 131484 120521 131484 120521 133894 120521 131484 -27765 16802 120521 120521 12 12 12 485 485 473 473 false false false false false false false true true MI true false false false false true NONE GENEVIEVE DE GROOT SWANSON MD 6169498286 2945 BONNELL AVE SE GRAND RAPIDS MI 49506 false false false false true false false false false false false false false false false false false false false false false GENEVIEVE DE GROOT SWANSON MD 2945 BONNELL AVE SE GRAND RAPIDS MI 49506 PRESIDENT 000.00 0 0 0 MAURICE A BENOIT 3347 EAGLE RUN DR NE SUITE C GRAND RAPIDS MI 49525 TREASURER 000.00 0 0 0 JOY FOSTER 1755 E SANDERLING CT NE GRAND RAPIDS MI 49505 SECRETARY 000.00 0 0 0 ERIC SWANSON 1063 EASTWOOD AVE SE EAST GRAND RAPIDS MI 49506 VICE PRESIDE 000.00 0 0 0 NONE NONE N/A 122476 2100 1128 125704 125704 1886 123818 6191 6191 12 12 6179 6179 6179 24276 24276 6179 58450 142 33953 26270 34865 153680 24276 6179 18097 171777 0 58450 113327 142 33953 26270 34865 18097 GENEVIEVE DE GROOT SWANSON MD X EQUEST CENTER FOR THERAPEUTIC RIDING 3777 RECTOR AVE NE GRAND RAPIDS MI 49504 NONE 501(C)(3) CASH CONTRIBUTION 600 600 5 2782 -4357 -1570 -1570 false false false false false false false false false false APPLE LAP TOP COMPUTER 2014-07-11 2680 2680 200DB 5.0000 ISHS MSCI EMG MKT 2021-07 PURCHASE 2023-02 7817 10658 -2841 ISHS RUSS MDCP INDX 2022-01 PURCHASE 2023-02 30946 32700 -1754 ISHS IBOX H/Y 2021-01 PURCHASE 2023-02 1641 1920 -279 VNGRD DIV APPREC 2021-01 PURCHASE 2023-01 2016 1834 182 VNGRD S&P 500 2021-01 PURCHASE 2023-02 6374 6644 -270 VNGRD TTL INTL 2019-09 PURCHASE 2023-02 2532 3110 -578 LORD ABB ULT SHT BD 2023-02 PURCHASE 2023-04 2000 1998 2 LORD ABB ULT SHT BD 2023-02 PURCHASE 2023-05 3400 3397 3 LORD ABB ULT SHT BD 2023-02 PURCHASE 2023-05 1500 1497 3 LORD ABB ULT SHT BD 2023-02 PURCHASE 2023-06 3700 3693 7 LORD ABB ULT SHT BD 2023-02 PURCHASE 2023-08 1420 1416 4 LORD ABB ULT SHT BD 2023-10 PURCHASE 2023-11 7000 6986 14 LORD ABB ULT SHT BD 2023-10 PURCHASE 2023-11 1117 1114 3 LORD ABB ULT SHT BD 2023-10 PURCHASE 2023-12 1117 1110 7 GS GQG PTNR INTL OPP 2020-06 PURCHASE 2023-02 1952 1946 6 GS GQG PTNR INTL OPP 2020-12 PURCHASE 2023-02 6501 6482 19 GS GQG PTNR INTL OPP 2021-01 PURCHASE 2023-02 10643 10613 30 VNGRD DIV APPREC 2021-01 PURCHASE 2023-07 5066 4374 692 VNGRD DIV APPREC 2021-01 PURCHASE 2023-10 14021 13121 900 VNGRD TTL INTL 2021-01 PURCHASE 2023-02 2293 2800 -507 MUTUAL FUNDS 8522 10494 EQUITIES 105812 102153 2680 2680 PREPAID SUPPLIES 1128 1128 1128 EXPENSES ANNUAL REPORT 20 20 INSURANCE 675 675 TECHNOLOGY SERVICES 941 941 SUPPLIES 852 852 ARTIFACTS - MUSEUM POSTAGE & SHIPPING 400 400 TELEPHONE & INTERNET 1004 1004 MANAGEMENT FEES 4475 4475 AUTO EXPENSE OUTSIDE SERVICES CHANGE IN ACCOUNT VALUE 16802 FINANCIAL ADVISORY FEES 1910 1910 EXCISE TAXES PAID 9 9