2025-11-14T12:51:09-06:00 2024-12-31 994260840 DOEREN MAYHEW 56 CESAR E CHAVEZ AVE SW STE 100 GRAND RAPIDS MI 49503 990PF 2024-01-01 382695962 ALFRED B SWANSON FOUNDATION ALFR 6169498286 PO BOX 6220 GRAND RAPIDS MI 49516 GENEVIEVE DE GROOT SWANSON PRESIDENT 6169498286 2025-11-12 1 1 MAURICE A BENOIT CPA CVA P00054156 6162355200 2025-11-12 2024 2025-03-06 01:10:19Z X 104494 X X 9 9 1204 1204 6210 29771 1314 7423 2527 0 0 0 3100 0 3100 1739 1739 0 12 12 0 14524 0 14524 9058 0 9058 28433 1751 26682 200 200 28633 1751 26882 -21210 776 5059 2727 2727 114334 100639 100639 1128 1128 1128 120521 104494 104494 0 0 X 120521 104494 120521 104494 120521 104494 120521 -21210 5183 104494 0 104494 CAPITAL GAINS DIVIDENDS P 1314 1314 1314 1314 11 0 11 0 11 473 0 0 0 473 0 462 462 0 0 0 0 0 0 0 0 0 0 0 1 1 MI 1 0 0 0 0 1 N/A GENEVIEVE DE GROOT SWANSON MD 6169498286 2945 BONNELL AVE SE GRAND RAPIDS MI 49506 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GENEVIEVE DE GROOT SWANSON MD 2945 BONNELL AVE SE GRAND RAPIDS MI 49506 PRESIDENT 0.00 0 0 0 MAURICE A BENOIT 3347 EAGLE RUN DR NE SUITE C GRAND RAPIDS MI 49525 TREASURER 0.00 0 0 0 ALFRED B SWANSON 2945 BONNELL SE GRAND RAPIDS MI 49506 SECRETARY 0.00 0 0 0 JOY FOSTER 1755 E SANDERLING CT NE GRAND RAPIDS MI 49505 SECRETARY 0.00 0 0 0 ERIC SWANSON 1063 EASTWOOD AVE SE EAST GRAND RAPIDS MI 49506 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 107487 3893 1128 112508 0 0 112508 1688 110820 5541 5541 11 11 5530 0 5530 0 5530 26882 0 26882 5530 0 0 0 26882 0 0 0 5530 21352 0 0 21352 0 0 0 0 0 0 0 21352 21352 GENEVIEVE DE GROOT SWANSON MD X TOYS FOR TOTS 645 3 MILE RD NW GRAND RAPIDS MI 49544 NONE 501(C)(3) CASH CONTRIBUTION 100 GUIDING LIGHT MISSION 255 DIVISION AVE S GRAND RAPIDS MI 49503 NONE 501(C)(3) CASH CONTRIBUTION 100 200 0 14 9 14 1204 14 6210 0 7423 0 7423 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3100 0 3100 LORD ABB ULT SHT BD I 2023-10 PURCHASED 2024-01 1117 1108 COST 0 9 LORD ABB ULT SHT BD I 2023-10 PURCHASED 2024-02 1117 1108 COST 0 9 LORD ABB ULT SHT BD I 2023-10 PURCHASED 2024-04 578 574 COST 0 4 ISHRS RUSS 2000 ETF 2018-07 PURCHASED 2024-05 2288 1251 COST 0 1037 ISHS INTL AGGREG BD FD 2023-02 PURCHASED 2024-05 1193 1152 COST 0 41 JH MULTIFACTOR MDCP ETF 2023-02 PURCHASED 2024-05 14260 12443 COST 0 1817 VNGRD DIV APPRC IDX ETF 2021-01 PURCHASED 2024-05 1750 1411 COST 0 339 VNGRD DIV APPRC IDX ETF 2021-01 PURCHASED 2024-06 3106 2398 COST 0 708 VNGRD DIV APPRC IDX ETF 2021-01 PURCHASED 2024-12 3048 2116 COST 0 932 MUTUAL FUNDS 10331 10331 EQUITIES 90308 90308 PREPAID SUPPLIES 1128 1128 1128 INSURANCE 378 0 378 OFFICE EXPENSES 364 0 364 TELEPHONE & INTERNET 276 0 276 MANAGEMENT FEES 7000 0 7000 REFUNDS 1000 0 1000 OUTSIDE SERVICES 40 0 40 CHANGE IN ACCOUNT VALUE 5183 FINANCIAL ADVISORY FEES 1739 1739 0 EXCISE TAXES PAID 12 12 0