2022-05-12T12:39:50-05:00 2021-12-31 BDO USA LLP 200 OTTAWA AVE NW STE 300 GRAND RAPIDS MI 49503 990PF 2021-01-01 383125893 THE SHAW & BETTY WALKER FOUNDATION % STEPHANIE MORRALL SHAW 2317445294 PO BOX 5100 NORTH MUSKEGON MI 49445 STEPHANIE MORRALL SECRETARY 2317445294 2022-04-18 STEPHANIE MORRALL 999009999 DANIEL W FULLER P00238135 6167747000 2 2021 2022-09-23 18:48:47Z X 26791143 X 0 X 103 103 469646 444610 3325538 14459595 3338788 201 201 3795488 3783702 32937 16469 16469 2520 1260 1260 1440 720 0 720 3990 1995 0 1995 275170 275170 75101 26408 0 15398 7699 7699 4149 2065 2084 410705 331786 0 30227 1320000 1320000 1730705 331786 0 1350227 2064783 3451916 595072 759985 1049985 1296023 1293901 1295586 15662835 17773501 23854014 708748 584884 584125 7433 18262678 20412271 26791143 0 0 X 18262678 20412271 18262678 20412271 18262678 20412271 18262678 2064783 84810 20412271 20412271 ML #04135 PUBLICLY TRADED SECURITIES 6459950 5174998 1286312 1284952 ML #04135 PUBLICLY TRADED SECURITIES 6496705 4510144 2018846 1986561 ML #04140 PUBLICLY TRADED SECURITIES 343994 346432 -2438 -2438 ML #04140 PUBLICLY TRADED SECURITIES 1155047 1122333 32169 32714 CAPITAL GAIN DIVIDENDS P 3899 CAPITAL GAIN DIVIDENDS P 3899 CAPITAL GAIN DIVIDENDS P 3899 CAPITAL GAIN DIVIDENDS P 3899 3338788 47982 47982 47982 43200 0 43200 170 4952 false false false false false false false true true MI true false false false false true N/A STEPHANIE MORRALL 2317445294 483 RUDDIMAN DRIVE NORTH MUSKEGON MI 494452782 false false false false true false false false false false false false false false false false false false false false false false STEPHANIE MORRALL PO BOX 5100 NORTH MUSKEGON MI 49445 SECRETARY 22.5 32937 0 0 BETTY WALKER PO BOX 5100 NORTH MUSKEGON MI 49445 VICE PRESIDENT/DIRECTOR 1.0 0 0 0 SHAW WALKER JR PO BOX 5100 NORTH MUSKEGON MI 49445 PRESIDENT/TREASURER/DIRECTOR 1.0 0 0 0 FRED GUENTHER PO BOX 5100 NORTH MUSKEGON MI 49445 DIRECTOR 1.0 0 0 0 BRUCE WALKER PO BOX 5100 NORTH MUSKEGON MI 49445 TREASURER 1.0 0 0 0 MERRILL LYNCH 200 PARK AVENUE 13TH FLOOR NEW YORK NY 10166 INVESTMENT MGMT 275170 N/A NONE 25336037 905287 0 26241324 0 26241324 393620 25847704 1292385 1292385 47982 47982 1244403 1244403 1244403 1350227 0 0 0 0 1350227 1244403 0 2019 2018 2017 0 35020 7388 8441 50849 1350227 0 1244403 105824 156673 0 0 0 0 35020 121653 7388 8441 105824 MRS BETTY WALKER SHAW WALKER JR BRUCE WALKER X SHAW WALKER FOUNDATION PO BOX 5100 NORTH MUSKEGON MI 49445 2317445294 Alliance for the Great Lakes 150 Michigan Avenue Suite 700 Chicago IL 60601 NONE PC OPERATIONAL PURPOSES 20000 American Cancer Society PO Box 10069 Detroit MI 48210 NONE PC OPERATIONAL PURPOSES 10000 American First Legal 300 Independence Avenue SE Washington DC 20003 NONE PC OPERATIONAL PURPOSES 25000 American Red Cross of Muskegon-Oceana 3886 Broadmoor Avenue SE Grand Rapids MI 49512 NONE PC OPERATIONAL PURPOSES 20000 Angels of Action PO Box 1020 Big Rapids MI 49307 NONE PC OPERATIONAL PURPOSES 10000 ARC of Mecosta County 18400 220th Avenue Big Rapids MI 49307 NONE PC OPERATIONAL PURPOSES 10000 Autism Support of West Shore PO Box 39 Spring Lake MI 49456 NONE PC OPERATIONAL PURPOSES 15000 Big BrothersBig Sisters of the Lakeshore Inc 4265 Grand Haven Road Muskegon MI 49441 NONE PC OPERATIONAL PURPOSES 10000 Boys and Girls Club-YFCA PO Box 1018 Muskegon MI 49443 NONE PC OPERATIONAL PURPOSES 10000 Every Woman's Place 1221 W Laketon Avenue Muskegon MI 49441 NONE PC OPERATIONAL PURPOSES 10000 First Congregational-unrestricted 1201 Jefferson Street Muskegon MI 49441 NONE PC OPERATIONAL PURPOSES 10000 Frauenthal Center-The Next 90 Years 425 W Western Avenue Muskegon MI 49440 NONE PC OPERATIONAL PURPOSES 10000 Friends of the West Iron District Library PO Box 328 Iron River MI 49935 NONE PC OPERATIONAL PURPOSES 5000 Grand Traverse Regional Land Cons 3860 N Long Lake Road Suite D Traverse City MI 49684 NONE PC OPERATIONAL PURPOSES 170000 Great Lakes Outdoors Foundation 420 W Mill Street Hasting MI 49058 NONE PC OPERATIONAL PURPOSES 47500 Habitat for Humanity of Eastern Bighorn PO BOX 6196 Sheridan WY 82801 NONE PC OPERATIONAL PURPOSES 25000 Harbor Hospice of Muskegon County 1050 West Western Avenue Ste 400 Muskegon MI 49441 NONE PC OPERATIONAL PURPOSES 20000 Hope House Free Medical Clinic PO Box 1045 Big Rapids MI 49307 NONE PC OPERATIONAL PURPOSES 15000 Humane Soc and Animal Res Musk 2640 Marquette Avenue Muskegon MI 49442 NONE PC OPERATIONAL PURPOSES 10000 Keweenaw Land Trust 101 Quincy Street Ste303 Hancock MI 49930 NONE PC OPERATIONAL PURPOSES 20000 Leukemia and Lymphoma Society 11550 N Meridian St Ste 115 Carmel IN 46032 NONE PC OPERATIONAL PURPOSES 15000 Love Inc 2735 E Apple Ave Suite A Muskegon MI 49442 NONE PC OPERATIONAL PURPOSES 5000 Mayo- Stroke 200 First Street Rochester MN 55905 NONE PC OPERATIONAL PURPOSES 20000 Mecosta County Commission on Aging 12954 80th Avenue Mecosta MI 49333 NONE PC OPERATIONAL PURPOSES 15000 Michigan Tech University 1400 Townsend Drive Houghton MI 49931 NONE PC OPERATIONAL PURPOSES 50000 Munson Healthcare Foundation 1150 Medical Campus Drive Traverse City MI 49684 NONE PC OPERATIONAL PURPOSES 75000 Muskegon Lakeshore Museum Center 430 West Western Avenue Muskegon MI 49440 NONE PC OPERATIONAL PURPOSES 10000 Muskegon Museum of Art 296 Webster Avenue Muskegon MI 49440 NONE PC OPERATIONAL PURPOSES 25000 Muskegon Rescue Mission 1691 Peck Street Muskegon MI 49441 NONE PC OPERATIONAL PURPOSES 10000 Muskegon Sports Council-Girls Luge Team PO Box 5085 Muskegon MI 49445 NONE PC OPERATIONAL PURPOSES 10000 Northwoods Music Collaborative PO Box 27 Amasa MI 49903 NONE PC OPERATIONAL PURPOSES 40000 NRA Foundation-Freedom Action Foundation 11250 Waples Mill Road Fairfax VA 22030 NONE PC OPERATIONAL PURPOSES 50000 Old Mission Peninsula Education Foundation 2699 Island View Road Traverse City MI 49686 NONE PC OPERATIONAL PURPOSES 10000 Peninsula Community Library (Friends of)-ANONY 2699 Island View Road Traverse City MI 49686 NONE PC OPERATIONAL PURPOSES 10000 Preserve Hickory 233 N Madison Street Traverse City MI 49684 NONE PC OPERATIONAL PURPOSES 75000 Quest Ministries (Boy Scout Troop 114) 16807 12 Mile Road Big Rapids MI 49307 NONE PC OPERATIONAL PURPOSES 7500 Agewell SvsMeals on Wheels 275 West Clay Suite 100 Muskegon MI 49440 NONE PC OPERATIONAL PURPOSES 25000 Senior Resources discretion 560 Seminole Road Muskegon MI 49444 NONE PC OPERATIONAL PURPOSES 10000 Sheridan Community Land Trust PO Box 7185 Sheridan WY 82801 NONE PC OPERATIONAL PURPOSES 25000 Sheridan Community Tennis Association 1603 Park Side Court Sheridan WY 82801 NONE PC OPERATIONAL PURPOSES 10000 Sheridan County Memorial Hospital Foundation PO Box 391 Sheridan WY 82801 NONE PC OPERATIONAL PURPOSES 100000 Sheridan County YMCA 417 N Jefferson Street Sheridan WY 82801 NONE PC OPERATIONAL PURPOSES 75000 Sheridan Wyoming Dog & Cat Shelter 84 E Ridge Road Sheridan WY 82801 NONE PC OPERATIONAL PURPOSES 10000 Stephen Siller Tunnel to Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 NONE PC OPERATIONAL PURPOSES 5000 The Hub on Smith (Formerly Snr Ctzn Council) 211 Smith Street Sheridan WY 82801 NONE PC OPERATIONAL PURPOSES 25000 The Watershed Center Grand Traverse Bay 13272 S W Bay Shore Drive Traverse City MI 49684 NONE PC OPERATIONAL PURPOSES 75000 Tommy Davis Memorial Fund 826 Winslow Court Norton Shores MI 49441 NONE PC OPERATIONAL PURPOSES 5000 Tuba Bach Concert Series PO Box 1215 Big Rapids MI 49307 NONE PC OPERATIONAL PURPOSES 10000 Walker Library Friends 1522 Ruddiman Drive N Muskegon MI 49445 NONE PC OPERATIONAL PURPOSES 10000 WGVU LV Eberhard Center Robert C Pew Grand Rapids MI 49504 NONE PC OPERATIONAL PURPOSES 10000 Wings of Mercy 100 South Pine Street Zeeland MI 49464 NONE PC OPERATIONAL PURPOSES 25000 1320000 14 103 14 469646 18 3325538 OTHER INCOME 14 201 3795488 3795488 false false false false false false false false false false ACCOUNTING FEES 3990 1995 1995 NONE CORPORATE BONDS - SEE ATTACH 584884 584125 CORPORATE STOCKS - SEE ATTACH 17773501 23854014 1293901 1295586 ML #4140 ESTIMATED ACCRUED INT AT COST 7433 LEGAL FEES 1440 720 720 STATE REGISTRATION FEE 20 20 MISCELLANEOUS EXPENSES 4129 2065 2064 OTHER INCOME 201 201 PRIOR PERIOD ADJUSTMENT 84810 MERRILL LYNCH ADMINISTRATIVE 275170 275170 FOREIGN TAXES W/H ON DIVIDENDS 26408 26408 0 EXCISE TAX 48693