2024-05-31T10:37:23-04:00 2023-12-31 383565643 Henrickson Nauta Wealth Advisors 2325 Belmont Ctr Dr NE Ste A Belmont MI 49306 990PF 2023-01-01 382639116 NORMAN & MARILYN LEVEN FOUNDATION NORM 14 CAMPAU CIRCLE GRAND RAPIDS MI 49503 NORMAN J LEVEN PRESIDENTTR 6166088520 2024-05-23 true NORMAN LEVEN true Heidi M Rozema EA MST P02163110 6163619308 0 00 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 859330 X 102000 138 138 138 10017 10017 10017 -2811 505046 727 109344 10155 10882 4050 2025 4050 4050 2025 4050 0 57911 57911 61961 2025 4050 57911 47383 8130 6832 155 192 192 172805 12157 12157 522028 730022 846981 694988 742371 859330 0 0 X 694988 742371 694988 742371 694988 742371 694988 47383 742371 742371 CHARLES SCHWAB-PER ATTACHED STMT P 2022-01-01 2022-12-31 462630 461903 727 727 CHARLES SCHWAB-PER ATTACHED STMT P 2022-12-31 2023-12-31 42416 45954 -3538 -3538 -2811 727 113 0 113 0 113 517 517 404 404 false false false false false false true true MI true false false false false true NORMAN J LEVEN 6166088520 14 CAMPAU CIRCLE GRAND RAPIDS MI 49503 false false false false false false false false false false false false false false false false false false false false NORMAN J LEVEN 14 CAMPAU CIRCLE GRAND RAPIDS MI 49503 PRESIDENTTR 0.00 0 0 0 MARILYN LEVEN 14 CAMPAU CIRCLE GRAND RAPIDS MI 49503 SECRETARYTR 0.00 0 0 0 NORTON P REMES 14 CAMPAU CIRCLE GRAND RAPIDS MI 49503 TRUSTEE 0.00 0 0 0 NONE 0 NONE NONE 0 NA 0 686302 67533 0 753835 0 753835 11308 742527 37126 37126 113 113 37013 37013 37013 57911 57911 37013 20483 23741 7212 11722 15113 78271 57911 37013 20898 99169 0 20483 78686 23741 7212 11722 15113 20898 NA NA X ACLU GRAND RAPIDS 1514 WEALTHY ST SE STE 242 GRAND RAPIDS MI 49506 CIVIC 100 AHAVAS TEMPLE 2727 MICHIGAN ST GRAND RAPIDS MI 49503 RELIGIOUS 7086 AMERICAN HEART ASSOC 3940 PENINSULAR DR SE 180 GRAND RAPIDS MI 49546 CIVIC 30 BROADWAY GR 122 LYON ST NW GRAND RAPIDS MI 49503 CIVIC 1000 CHABAD HOUSE GR 2615 MICHIGAN ST NE GRAND RAPIDS MI 49506 RELIGIOUS 2000 KIDS FOOD BASKET 1300 PLYMOUTH AVE NE GRAND RAPIDS MI 49505 CIVIC 500 DA BLODGETT - ST JOHNS 2172 DEAN LAKE AVE NE GRAND RAPIDS MI 49505 CIVIC 25 GR ART MUSEUM MONROE CENTER GRAND RAPIDS MI 49503 CIVIC 500 MIGRANT LEGAL AID 1104 FULLER AVE GRAND RAPIDS MI 49503 CIVIC 1500 GR PUBLIC MUSEUM 272 PEARL ST NW GRAND RAPIDS MI 49504 CIVIC 2600 GRAND RAPIDS SYMPHONY 300 OTTAWA AVE NW 100 GRAND RAPIDS MI 49503 CIVIC 2600 GR PUBLIC SCHOOLS FOUNDATION 1331 MARTIN LUTHER KING GRAND RAPIDS MI 49506 EDUCATIONAL 3500 GVSU 1 CAMPUS DR ALLENDALE MI 49401 EDUCATIONAL 5000 JEWISH FEDERATION 69-710 HIGHWAY 111 RANCHO MIRAGE CA 92270 RELIGIOUS 23000 JEWISH THEATRE GRAND RAPIDS 160 FOUNTAIN ST NE GRAND RAPIDS MI 49503 CIVIC 560 KDL 746 LAKESIDE DR SE GRAND RAPIDS MI 49506 EDUCATIONAL 1400 MARY FREE BED 235 WEALTHY ST SE GRAND RAPIDS MI 49503 CIVIC 100 MEIJER GARDENS 1000 E BELTLINE AVE NE GRAND RAPIDS MI 49525 CIVIC 1000 TEMPLE EMANUEL 1715 E FULTON ST GRAND RAPIDS MI 49503 RELIGIOUS 5410 57911 0 14 14 false false false false false false false false false false X X 1 NORMAN LEVEN 14 CAMPAU CIRCLE GRAND RAPIDS MI 49503 102000 X ACCOUNTING FEES - BRICKLEY 4050 2025 4050 0 INVESCO QQQ TRUST 77979 97194 ALPS SECTOR DIVIDEND 0 0 ENERGY SELECT SECTOR 46755 53049 JP MORGAN NASDAQ EQT 0 0 JP MORGAN EQUITY PREMIUM 0 0 SELECT SECTOR HEALTH 0 0 ISHARES US 0 0 SPDR FUND CONSUMER 58397 71929 ISHARES RUSSELL 2000 0 0 SPDR S&P SEMICONDUCTOR 81709 90123 TECHNOLOGY SELECT SECTOR 59898 79433 SPDR S&P 500 ETF 67844 70778 SPDR S&P 500 HIGH 0 0 VANGUARD CONSUMER 59491 73780 VANGUARD INFORMATION TECH 59999 78012 INVESCO AEROSPACE & DEFENSE 59573 69531 ISHARES 20 PLS YEAR TREAS BND 158377 163152