2024-05-15T11:29:40-04:00 2023-12-31 382633566 ROBSON & MCCALLUM 624 W NEPESSING ST STE 106 Lapeer MI 48446 990PF 2023-01-01 844762785 THE MIKE AND LINDA COULTER FAMILY FOUNDATION MIKE 624 W NEPESSING ST STE 202 Lapeer MI 48446 MIKE COULTER PRESIDENT 8106645591 2024-05-14 false MIKE COULTER XXX-XX-XXXX true SCOTT A MCCALLUM P01212198 8106642961 2024-05-15 2 00 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 0 X 102435 11 11 11 16384 16384 16384 34806 158946 34806 153636 51201 16395 425 425 1779 50 1779 3825 3825 3825 6029 3875 6029 0 24000 0 30029 3875 6029 0 123607 47326 10366 14865 38243 317690 387615 91366 121670 423921 547528 0 0 0 X 423921 547528 423921 547528 423921 547528 423921 123607 547528 547528 FIDELITY ADVISOR TOTAL BOND FUND P 2020-07-23 2023-09-21 866 893 -27 INVESCO BULLETSHARES 2025 CORP BND P 2023-01-12 2023-09-21 4077 4125 -48 ALGER SMALL CAP FOCUS FUND P 2020-07-23 2023-09-21 8932 15177 -6245 FEDERATED HERMES STRATEGIC VALUE P 2020-07-23 2023-09-21 10534 9589 945 FIDELITY ADVISORS HEALTH FUND P 2020-07-23 2023-09-21 5988 6502 -514 FIDELITY ADVISOR TOTAL BOND FUND P 2020-07-23 2023-09-21 20719 25519 -4800 GUGGENHEIM TOTAL RETURN FUND INSTL P 2020-07-23 2023-09-21 5391 7028 -1637 INDEPENDENT BANK CORPORATION D 2023-01-23 2023-09-21 54841 5878 48963 INVESCO BULLETSHARES 2023 CORPORATE P 2020-07-23 2023-09-21 23563 24075 -512 MFS INTERNATIONAL DIVERSIFICATION P 2020-07-23 2023-09-21 12712 12612 100 NATIONWIDE LOOMIS ALL CAP GROWTH FD P 2020-07-23 2023-09-21 2822 2824 -2 T ROWE PRICE GLOBAL MULTI SECTOR BD P 2020-07-23 2023-09-21 5548 6738 -1190 INVESCO BULLETSHARES 2024 CORPORATE P 2020-07-23 2023-09-21 2953 3180 -227 34806 -75 658 0 658 0 658 880 880 222 222 false false false false false false false true true MI false true true false false true MIKE COULTER 8106645591 711 WESTLAKE AVE OXFORD MI 48371 false MIKE COULTER 711 WESTLAKE AVE OXFORD MI 48371 PRESIDENT 1.00 0 0 0 LINDA M COULTER 711 WESTLAKE AVE OXFORD MI 48371 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE CONTIBUTIONS TO UNRELATED CARITABLE ORGANIZATIONS 24000 352653 26554 0 379207 0 379207 5688 373519 18676 18676 658 658 18018 18018 18018 0 18018 7988 5434 13422 13422 13422 4596 10366 10322 9012 29700 8811 8774 7660 25245 16000 16000 16000 16000 12451 8340 20791 X ROGEL CANCER CENTER U OF M 3003 SOUTH STATE ST STE 900 Ann Arbor MI 48109 NONE NC CHARITABLE CONTRIBUTION 6000 AUTISM ALLIANCE OF MICHIGAN 26913 NORTHWESTERN HWY STE 520 Southfield MI 48033 NONE NC CHARITABLE CONTRIBUTION 6000 FORGOTTEN HARVEST PO BOX 398 Troy MI 48099 NONE NC CHARITABLE CONTRIBUTION 3000 RUTH ELLIS CENTER 95 VICTOR STREET Highland Park MI 48203 NONE NC CHARITABLE CONTRIBUTION 4000 HARVEST TABERNACLE OF SARASOTA 3650 17TH STREET Sarasota FL 34235 NONE NC CHARITABLE CONTRIBUTION 5000 24000 0 01 11 14 11576 14 4808 18 34806 51201 51201 false false false false false false false false false false X X 1 MIKE LINDA COULTER 711 WESTLAKE AVE OXFORD MI 48371 76290 X X 2 MIKE LINDA COULTER 711 WESTLAKE AVE Oxford MI 48371 26415 X X 1 3000 Shares of Independent Bank Stock 76290 2023-01-13 2 65 Shares of Vanguard 500 Index Fund 26145 2023-10-10 ACCOUNTING FEES 425 0 425 0 MUTUAL FUNDS AND STOCKS 387615 0 UNREALIZED LOSSES ON INVESTMENTS 91366 121670 0 INVESTMENT FEES 3825 3825 3825 0 MIKE LINDA COULTER 681 SOUTHSHORE DR OXFORD MI 48371 FEDERAL TAX 1729 0 1729 0 FOREIGN TAXES 50 50 50 0