MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC (EIN 31-1706010)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-02-08
IRS object ID
202140399349100204
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-02-08T10:04:07-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591818353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & COPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13310 MARY STREET SUITE 501AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311706010EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY ELDREDGE GREENWELL FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARYBusinessNameControlTxt
Phone5619977008PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11951 NW 19TH STREET NO 103AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33431ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJON GREENWELLPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5619977008PhoneNum
Signature2021-02-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN ANZIVINOPreparerPersonNm
PTINP01308751PTIN
Phone3058585600PhoneNum
Preparation2021-02-02PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,735,558FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$118,729ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$81,569DividendsRevAndExpnssAmt
Dividends Net Invst Incm$81,569DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,113NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$78,212GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,113CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$203,411TotalRevAndExpnssAmt
Total Net Invst Incm$84,682TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$46,200CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$18,480CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,320CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,675AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$838AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$918TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,472OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,411OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$66,940TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,566TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,158TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$138,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$138,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$205,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,566TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$151,358TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,729ExcessRevenueOverExpensesAmt
Net Investment Income$48,116NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$81,038SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$32,046SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$32,046SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$259,478CorporateBondsBOYAmt
Corporate Bonds EOY$299,478CorporateBondsEOYAmt
Corporate Bonds EOYFMV$275,965CorporateBondsEOYFMVAmt
Other Investments BOY$1,756,881OtherInvestmentsBOYAmt
Other Investments EOY$1,764,144OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,427,547OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,097,397TotalAssetsBOYAmt
Total Assets EOY$2,095,668TotalAssetsEOYAmt
Total Assets EOYFMV$2,735,558TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,097,397RetainedEarningBOYAmt
Retained Earning EOY$2,095,668RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,097,397TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,095,668TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,097,397TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,095,668TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,097,397TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,729ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,095,668SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,095,668TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Gross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtPropertyPropertyDescHow AcquiredHowAcquiredCd
$76,096$75,099$997$997
$2,116$2,116$2,116CAPITAL GAINS DIVIDENDSP
FieldValueIRS element (for citing)
Capital Gain Net Income$3,113CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$141,694AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,841,279NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049870DistributionYr1Rt
Adjusted Qlfy Distri Yr2$137,015AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,847,486NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048118DistributionYr2Rt
Adjusted Qlfy Distri Yr3$119,339AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,554,824NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046711DistributionYr3Rt
Adjusted Qlfy Distri Yr4$123,215AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,357,238NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052271DistributionYr4Rt
Adjusted Qlfy Distri Yr5$118,853AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,483,428NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047858DistributionYr5Rt
Total Distribution0.244828TotalDistributionRt
Average Distribution0.048966AverageDistributionRt
Net Vl Noncharitable Assets$2,865,077NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$140,291AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$481NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$140,772AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$151,358QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$481InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$481SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$481TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$680EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$680TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$199OverpaymentAmt
Applied To ES Tax$199AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDONALD TESCHERIndividualWithBooksNm
Phone5619977008PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11951 NW 19TH STREETAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33431ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY GREENWELL
245 BERWICK DRIVEHILTON HEAD ISLANDSC29926DIRECTOR/PRESIDENT5.00$21,000$0$0
JON GREENWELL
245 BERWICK DRIVEHILTON HEAD ISLANDSC29926DIRECTOR/SECRETARY/TREAS5.00$21,000$0$0
KATHERINE C GREENWELL
348 SANDPIPER DRIVE UNIT CMOUNT PLEASANTSC29464DIRECTOR1.00$4,200$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,822,332AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,376AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,908,708TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,908,708AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,631CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,865,077NetVlNoncharitableAssetsAmt
Minimum Investment Return$143,254MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$143,254MinimumInvestmentReturnAmt
Tax Based On Investment Income$481TaxBasedOnInvestmentIncomeAmt
Total Tax$481TotalTaxAmt
Distributable Before Adj$142,773DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$142,773DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$142,773DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$151,358ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$151,358QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$481PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$150,877AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$142,773DistributableAsAdjustedAmt
Undistributed Income PY$119,571UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$151,358QualifyingDistributionsAmt
Applied To Year1$119,571AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,787AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$110,986UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY GREENWELLContributingManagerNm
Contributing ManagerJON GREENWELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTS CENTER OF COASTAL CAROLINA
14 SHELTER COVE LANDHILTON HEAD ISLANDSC29928N/APUBLIC CHARITYGENERAL OPERATIONS$5,000
ATHENS ACADEMY
1281 SPARTAN LNATHENSGA30606N/APUBLIC CHARITYGENERAL OPERATIONS$500
CALLANWOLDE FOUNDATION
980 BRIARCLIFF ROAD NEATLANTAGA30308N/APUBLIC CHARITYGENERAL OPERATIONS$6,000
FREEDOM HUNTERS
1287 GAMBEL OAKS PLELIZABETHCO80107N/APUBLIC CHARITYGENERAL OPERATIONS$1,000
HILTON HEAD HEROES INC
P O BOX 6589HILTON HEADSC29938N/APUBLIC CHARITYGENERAL OPERATIONS$6,200
HISTORIC SOTTERLEY
44300 SOTTERLEYHOLLYWOODMD20636N/APUBLIC CHARITYGENERAL OPERATIONS$1,500
HOOVER INSTITUTION
434 GALVEZ MALLSTANFORDCA94305N/APUBLIC CHARITYGENERAL OPERATIONS$10,000
ISLAND SCHOOL COUNCIL
PO BOX 23047HILTON HEADSC29925N/APUBLIC CHARITYGENERAL OPERATIONS$3,000
MUSC CHILDREN'S HOSPITAL FUND
P O BOX 250450CHARLESTONSC26425N/APUBLIC CHARITYGENERAL OPERATIONS$80,000
METRO DADE COUNTY PBA (LOVE FUND)
10680 NW 25TH STREET SUITE 300MIAMIFL33172N/APUBLIC CHARITYGENERAL OPERATIONS$3,000
PALMER TRINITY SCHOOL
7900 SW 176TH STREETPALMETTO BAYFL33157N/ASCHOOLGENERAL OPERATIONS$2,000
PAN MASS CHALLENGE
77 4TH AVENEEDHAMMA02494N/APUBLIC CHARITYGENERAL OPERATIONS$5,000
POCKETS FULL OF SUNSHINE
PO BOX 1474BLUFFTONSC29910N/APUBLIC CHARITYGENERAL OPERATIONS$2,500
POLO 4 HEROES
7 DUNLIN PLHILTON HEAD ISLANDSC29926N/APUBLIC CHARITYGENERAL OPERATIONS$3,000
ST ANDREW BY-THE-SEA UNITED METHODIST CHURCH
20 POPE AVENUEHILTON HEAD ISLANDSC29928N/ACHURCHGENERAL OPERATIONS$5,000
STFRANCIS XAVIER CHURCH
21370 NEWTOWNE NECK RDLEONARDTOWNMD20650N/ACHURCHGENERAL OPERATIONS$1,500
UNITED WAY OF LOWCOUNTRY
P O BOX 202BEAUFORTSC29901N/APUBLIC CHARITYGENERAL OPERATIONS$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$138,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,569ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,113ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$84,682ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$84,682TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1GREENWELL CHARITABLE LEAD ANNUITY TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1245 BERWICK DRIVEAddressLine1Txt
CityHILTON HEAD ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29926ZIPCd
FieldValueIRS element (for citing)
Total Contributions$118,729TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,350Amt
Net Investment Income$1,675NetInvestmentIncomeAmt
Disbursements Charitable Prps$838DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHERN HIGH YIELD FIXED INCOME FUND$202,929$172,991
MFC ISHARES SHORT TERM CORP BOND EFT$28,985$30,091
MFO VANGUARD FIXED INCOME SECS FD INC$27,564$32,571
MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FUND$40,000$40,312

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MFB NORTHERN FUNDS EMERGING MKTS EQUITY INDEX FUNDAT COST$183,746$183,325
MFB NORTHERN FUNDS SMALL CAP INDEX FUNDAT COST$72,072$102,145
MFB NORTHERN GLOBAL REAL ESTATE INDEX FUNDAT COST$84,433$74,815
MFB NORTHERN INTL EQUITY INDEX FUNDAT COST$365,224$386,929
MFB NORTHERN MID CAP INDEX FUNDAT COST$83,817$138,163
MFC FLEXSHARES TR MORNINGSTAR UPSTREAM NAT RES INDEX FDAT COST$59,386$47,154
MFC ISHARES TR GLOBAL INFRASTRUCTURE ETF INDEX FUNDAT COST$102,582$101,468
MFC ISHARES TR RUSSELL 1000 VALUE ETFAT COST$385,592$586,525
MFO PIMCO FUNDS PAC INVT MGMT SERIESAT COST$107,658$38,898
SPDR S&P 500 ETF TRUSTAT COST$319,634$768,125

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$16,411$16,411$0
REGISTRATION FEES$61$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$918Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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