2025-11-10T07:42:12-06:00 2024-12-31 382627062 HELMHOLDTCOMPANY LLP CPAS 5940 TAHOE DRIVE SE GRAND RAPIDS MI 495467121 990PF 2024-01-01 382556356 JAMES AND SHIRLEY BALK FOUNDATION JAME 6164581414 1230 MONROE AVE NW GRAND RAPIDS MI 49505 SHIRLEY A BALK TRUSTEE 6164581414 2025-11-07 1 0 RANDALL C HESSELINK CPA P00974634 6169497250 2024 2025-03-06 01:10:19Z X 5675716 X 220000 6 6 115689 115689 694802 34600223 694802 1030497 810497 0 0 0 53804 53804 0 2139 0 2139 55943 53804 2139 146700 146700 202643 53804 148839 827854 756693 265205 662846 662846 3292152 3582762 1769057 3104210 3243813 3243813 6661567 7489421 5675716 0 0 X 0 0 0 0 6661567 7489421 6661567 7489421 6661567 7489421 6661567 827854 0 7489421 0 7489421 PUBLICLY TRADED SECURITIES 631106 629759 1347 1347 PUBLICLY TRADED SECURITIES 33969117 33275662 693455 693455 694802 10518 0 10518 0 10518 21422 0 0 0 21422 0 10904 10904 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 2495630 -212826 3243813 5526617 0 0 5526617 82899 5443718 272186 272186 10518 10518 261668 0 261668 0 261668 148839 0 148839 261668 0 0 209561 126524 1386379 1722464 148839 0 0 0 148839 0 112829 112829 1609635 0 0 0 0 0 0 96732 1512903 126524 1386379 JAMES BALK II SHIRLEY BALK SHIRLEY BALK 1230 MONROE AVE NW GRAND RAPIDS MI 49505 6164581414 LETTER NONE NONE COREWELL - HELEN DEVOS CHIDLREN'S HOSPITAL FOUNDATION 100 MICHIGAN ST NE GRAND RAPIDS MI 49503 N/A PC GENERAL SUPPORT 60000 FREDERIK MEIJER GARDENS 1000 EAST BELTLINE AVE NE GRAND RAPIDS MI 49525 N/A PC GENERAL SUPPORT 500 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 32500 KIWANIS OF MICHIGAN 315 KIWANIS DR MASON MI 48854 N/A PC GENERAL SUPPORT 2000 UNIVERSITY OF PENNSYLVANIA 3535 MARKET STREET SUITE 750 PHILADELPHIA PA 19104 N/A PC GENERAL SUPPORT 2500 VAN ANDEL INSTITUTE 333 BOSTWICK AVE NE GRAND RAPIDS MI 49503 N/A PC GENERAL SUPPORT 14200 YOUNGLIFE 1601 GALBRAITH AVE SE GRAND RAPIDS MI 49546 N/A PC GENERAL SUPPORT 3500 CASA OF KENT COUNTY INC 180 OTTAWA AVE NW SUITE 5200 GRAND RAPIDS MI 49503 N/A PC GENERAL SUPPORT 10000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE NEW YORK NY 10017 N/A PC GENERAL SUPPORT 500 FIRST REFORMED CHURCH 3060 WILSON AVE SE GRANDVILLE MI 49418 N/A PC GENERAL SUPPORT 1000 ROCKFORD HIGH SCHOOL 4100 KROES ST NE ROCKFORD MI 49341 N/A PC GENERAL SUPPORT 4000 RED GLASSES MOVEMENT 5930 YORKDALE CT SW GRANDVILLE MI 49418 N/A PC GENERAL SUPPORT 500 SAN JUAN DIEGO ACADEMY 1650 GODFREY AVE SE WYOMING MI 49509 N/A PC GENERAL SUPPORT 3000 146700 0 14 6 14 115689 18 694802 0 810497 0 810497 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES AND SHIRLEY BALK 6997 WILDERMERE ROCKFORD MI 49341 220000 X 4,953 SHS - FORD MOTOR CO 119962 49035 20,000 SHS - BAUSCH HEALTH COS INC 473600 161200 129,150 SHS - FORD MOTOR CO 2691650 1278585 80 SHS - NVIDIA CORP 11770 10743 1 SHS - ALPHABET INC 194 190 1 SHS - APPLE INC 231 250 2,001 SHS - NVIDIA CORP 284970 268714 1 SHS - SHERWIN-WILLIAMS CO 385 340 CSV OF LIFE INSURANCE POLICY FMV 3243813 3243813 MISCELLANEOUS EXPENSE 2139 0 2139