2025-08-04T09:28:13-04:00 2024-12-31 383350337 MRASEK & ASSOCIATES PC 6193 MILLER RD SWARTZ CREEK MI 48473 990PF 2024-01-01 833649470 THE JOHN F AND EDITH L WILSTERMAN FOUNDATION JOHN 8104878383 PO BOX 695 FLUSHING MI 48433 STEPHEN WALTON PRESIDENT 8104878383 2025-07-29 true true MATTHEW MRASEK P01072396 8106352409 2025-08-04 2024 2025-03-06 01:10:19Z X 53657093 X X 1310769 1310769 45828 7536044 35468 1356597 1346237 91000 104000 104000 19913 19913 10717 10717 365026 365026 1 1 19430 9430 10000 22199 22199 632286 374457 166829 2475000 2475000 3107286 374457 2641829 -1750689 971780 466324 881525 881525 2766352 2372350 2159828 30276844 27770689 43183428 6640889 7567478 7396878 35434 40150409 38592042 53657093 81339 203157 81339 203157 X 40069070 38388885 40069070 38388885 40150409 38592042 40069070 -1750689 70504 38388885 38388885 PUBLICALLY TRADED SECURITIES P 7525684 7490216 35468 35468 35468 35468 13508 13508 13508 27950 27950 14442 14442 false false false false false false false true true MI true false false false false true WILSTERMAN.ORG STEPHEN WALTON 8104878383 348 SUNRISE DRIVE FLUSHING MI 48433 false false false false false false false false false false false false false true false false false false false false false STEPHEN WALTON 348 SUNRISE DRIVE FLUSHING MI 48433 PRESIDENT 40.00 91000 1820 0 BRIAN WALTON 348 SUNRISE DRIVE FLUSHING MI 48433 MANAGER 40.00 68000 1360 NONE N/A 49458272 2594434 0 52052706 52052706 780791 51271915 2563596 2563596 13508 13508 2550088 2550088 2550088 2641829 2641829 2550088 187881 457468 56781 702130 2641829 2550088 91741 793871 0 793871 187881 457468 56781 91741 WILSTERMAN FOUNDATION PO BOX 695 FLUSHING MI 48433 8104878383 APPLY@WILSTERMAN.ORG APPLICATIONS TO: WILSTERMAN FOUNDATION APPLY@WILSTERMAN.ORG APPLICATION DEADLINE IS MARCH 1 SCHOLARSHIPS ARE RESRICTED TO STUDENTS WHO HAVE OR WHO WILL BE GRADUATING FROM A GENESEE COUNTY, MICHIGAN HIGH SCHOOL. AWARDS WILL BE GRANTED BY AN ADVISORY COMMITTEE FOR POSTSECONDARY EDUCATION UP TO 5,000 ANNUALLY FOR 4 YEARS. AWARDS MAY BE USED FOR BOTH UNDERGRADUATE AND GRADUATE EDUCATION. ONCE AWARDED THE STUDENT SHALL KEEP A FULL TIME SCHEDULE AND MUST MAINTAIN A GPA OF 2.3, BASED ON A 4.0 SCALE. SEE ATTACHED STATEMENT PO BOX 695 PO BOX 695 FLUSHING MI 48433 SEE ATTACHED STATEMENT 2475000 2475000 14 1310769 10360 18 35468 10360 1346237 1356597 false false false false false false false false false false MRASEK AND ASSOCIATES, PC 10717 10717 LONG-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY 10360 10360 ACTIVAS FUNDING SCS COMMONSPIRIT HEALTH 36154 39051 BUFF ST FNDTN B/E RATE 02.470% 40111 37841 TMC3 DEVELOPMENT CORP 45000 38813 TMC3 DEVELOPMENT CORP 25000 21019 COLUMBIA MORTGAGE OPPORTUNITIES FUND 215129 178317 UBS TZ73513 PREFERRED SECURITIES 475396 412996 UBS 73515 79 CORPORATE BONDS 1972636 1886052 UBS 77892 STRUCTURED PRODUCTS 1576895 1570040 VANGUARD TOTAL BOND MARKET 1635807 1660690 AMER FUNDS THE BOND FUND OF AMER 278341 278869 UBS TZ73516 79 CORPORATE BONDS 183306 195177 AMGEN INC NTS B/E 24997 25000 MERCY HEALTH B/E 23485 24176 RAYTHEON TECH CORP NTS 32424 32120 SUTTER HEALTH NTS B/E 20227 19855 DUKE ENERGY PROGRESS INC 19852 19779 OKLA PUB SVC CO NTS 74830 72782 PRINCETON UNIVERSITY B/E 54382 52509 ISHARES ULTRA SHORT DUR BD ACTV EFT 833506 831792 ISHARES TRUST CRE U S REIT ETF 346625 389364 SPDR BLOOMBERG HIGH YIELD B 306322 330613 SPDR INDEX SHS FDS PORT EMG MK ETF 341561 375335 SPDR INDEX SHS FDS PORT DEVLPD ETF 328368 369833 SPDR SERIES TR PRTFLO S&P 500 VL ETF 205562 326069 SPDR SER TR S & P 400 MDCP VAL ETF 232942 422895 SPDR SER TR POR S & P 600 SM CAP ETF 213843 329758 VANGUARD TOTAL STK MKT ETF 626913 1407897 DIMENSIONAL FD ADV US CORE EQTY 1 IN 1054989 1847394 DIMENSIONAL INTERNATIONAL 1390020 1878290 TZ73514 79 COMMON STOCK 5412564 7230620 TZ73514 79 MUTUAL FUNDS 1875814 2039720 TZ73515 79 COMMON STOCK 2395138 2487016 UBS TZ73516 79 COMMON STOCK 11095810 21672209 ISHARES TRUST BLACKROCK ULTRA SHT TR UBS TZ 73516 79 MUTUAL FUNDS 1464043 1448820 DIMENSIONAL US CORE EQUITY - DFAU 480175 627595 508873 500887 1863477 1658941 ACCRUED INTEREST TZ73513 17337 ACCRUED INTEREST TZ73515 16735 ACCRUED INTEREST TZ 73516 1362 EXPENSES ADVISORY BOARD MEMBER STIPEND 16000 16000 POSTAGE / DELIVERY SERVICE 732 732 ADVERTISING 2198 2198 ADMINISTRATIVE EXPENSES 1288 1288 LIABILITY INSURANCE 1563 1563 WORKMANS COMP INSURANCE 418 418 RETURNED GRANTS 70504 STOCK OPTIONS TZ73516 79 81339 203157 INVESTMENT MANAGEMENT FEES 365026 365026 FOREIGN TAXES 9430 9430 EXCISE TAX 10000 10000