2021-02-08T10:04:07-06:00 2020-06-30 591818353 KAUFMAN ROSSIN & COPA 3310 MARY STREET SUITE 501 MIAMI FL 33133 990PF 2019-07-01 311706010 MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC MARY 5619977008 1951 NW 19TH STREET NO 103 BOCA RATON FL 33431 JON GREENWELL DIRECTOR 5619977008 2021-02-02 1 JOHN ANZIVINO P01308751 3058585600 2021-02-02 2019 2022-09-23 18:48:47Z X 2735558 X 118729 81569 81569 3113 78212 3113 203411 84682 46200 18480 12320 3350 1675 838 918 0 0 16472 16411 0 66940 36566 13158 138200 138200 205140 36566 151358 -1729 48116 81038 32046 32046 259478 299478 275965 1756881 1764144 2427547 2097397 2095668 2735558 0 0 X 0 0 0 0 2097397 2095668 2097397 2095668 2097397 2095668 2097397 -1729 0 2095668 0 2095668 76096 75099 997 997 CAPITAL GAINS DIVIDENDS P 2116 2116 2116 3113 0 141694 2841279 0.049870 137015 2847486 0.048118 119339 2554824 0.046711 123215 2357238 0.052271 118853 2483428 0.047858 0.244828 0.048966 2865077 140291 481 140772 151358 X 481 0 481 0 481 680 0 0 680 0 199 199 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A DONALD TESCHER 5619977008 1951 NW 19TH STREET BOCA RATON FL 33431 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY GREENWELL 245 BERWICK DRIVE HILTON HEAD ISLAND SC 29926 DIRECTOR/PRESIDENT 5.00 21000 0 0 JON GREENWELL 245 BERWICK DRIVE HILTON HEAD ISLAND SC 29926 DIRECTOR/SECRETARY/TREAS 5.00 21000 0 0 KATHERINE C GREENWELL 348 SANDPIPER DRIVE UNIT C MOUNT PLEASANT SC 29464 DIRECTOR 1.00 4200 0 0 NONE 0 NONE 0 0 2822332 86376 0 2908708 0 0 2908708 43631 2865077 143254 143254 481 481 142773 0 142773 0 142773 151358 0 151358 481 150877 142773 119571 0 0 151358 119571 0 0 31787 0 0 0 0 0 0 0 0 110986 0 0 0 MARY GREENWELL JON GREENWELL X ARTS CENTER OF COASTAL CAROLINA 14 SHELTER COVE LAND HILTON HEAD ISLAND SC 29928 N/A PUBLIC CHARITY GENERAL OPERATIONS 5000 ATHENS ACADEMY 1281 SPARTAN LN ATHENS GA 30606 N/A PUBLIC CHARITY GENERAL OPERATIONS 500 CALLANWOLDE FOUNDATION 980 BRIARCLIFF ROAD NE ATLANTA GA 30308 N/A PUBLIC CHARITY GENERAL OPERATIONS 6000 FREEDOM HUNTERS 1287 GAMBEL OAKS PL ELIZABETH CO 80107 N/A PUBLIC CHARITY GENERAL OPERATIONS 1000 HILTON HEAD HEROES INC P O BOX 6589 HILTON HEAD SC 29938 N/A PUBLIC CHARITY GENERAL OPERATIONS 6200 HISTORIC SOTTERLEY 44300 SOTTERLEY HOLLYWOOD MD 20636 N/A PUBLIC CHARITY GENERAL OPERATIONS 1500 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 94305 N/A PUBLIC CHARITY GENERAL OPERATIONS 10000 ISLAND SCHOOL COUNCIL PO BOX 23047 HILTON HEAD SC 29925 N/A PUBLIC CHARITY GENERAL OPERATIONS 3000 MUSC CHILDREN'S HOSPITAL FUND P O BOX 250450 CHARLESTON SC 26425 N/A PUBLIC CHARITY GENERAL OPERATIONS 80000 METRO DADE COUNTY PBA (LOVE FUND) 10680 NW 25TH STREET SUITE 300 MIAMI FL 33172 N/A PUBLIC CHARITY GENERAL OPERATIONS 3000 PALMER TRINITY SCHOOL 7900 SW 176TH STREET PALMETTO BAY FL 33157 N/A SCHOOL GENERAL OPERATIONS 2000 PAN MASS CHALLENGE 77 4TH AVE NEEDHAM MA 02494 N/A PUBLIC CHARITY GENERAL OPERATIONS 5000 POCKETS FULL OF SUNSHINE PO BOX 1474 BLUFFTON SC 29910 N/A PUBLIC CHARITY GENERAL OPERATIONS 2500 POLO 4 HEROES 7 DUNLIN PL HILTON HEAD ISLAND SC 29926 N/A PUBLIC CHARITY GENERAL OPERATIONS 3000 ST ANDREW BY-THE-SEA UNITED METHODIST CHURCH 20 POPE AVENUE HILTON HEAD ISLAND SC 29928 N/A CHURCH GENERAL OPERATIONS 5000 STFRANCIS XAVIER CHURCH 21370 NEWTOWNE NECK RD LEONARDTOWN MD 20650 N/A CHURCH GENERAL OPERATIONS 1500 UNITED WAY OF LOWCOUNTRY P O BOX 202 BEAUFORT SC 29901 N/A PUBLIC CHARITY GENERAL OPERATIONS 3000 138200 0 14 81569 18 3113 0 84682 0 84682 0 0 0 0 0 0 0 0 0 0 X X 1 GREENWELL CHARITABLE LEAD ANNUITY TRUST 245 BERWICK DRIVE HILTON HEAD ISLAND SC 29926 118729 X ACCOUNTING FEES 3350 1675 838 MFB NORTHERN HIGH YIELD FIXED INCOME FUND 202929 172991 MFC ISHARES SHORT TERM CORP BOND EFT 28985 30091 MFO VANGUARD FIXED INCOME SECS FD INC 27564 32571 MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FUND 40000 40312 MFB NORTHERN FUNDS EMERGING MKTS EQUITY INDEX FUND AT COST 183746 183325 MFB NORTHERN FUNDS SMALL CAP INDEX FUND AT COST 72072 102145 MFB NORTHERN GLOBAL REAL ESTATE INDEX FUND AT COST 84433 74815 MFB NORTHERN INTL EQUITY INDEX FUND AT COST 365224 386929 MFB NORTHERN MID CAP INDEX FUND AT COST 83817 138163 MFC FLEXSHARES TR MORNINGSTAR UPSTREAM NAT RES INDEX FD AT COST 59386 47154 MFC ISHARES TR GLOBAL INFRASTRUCTURE ETF INDEX FUND AT COST 102582 101468 MFC ISHARES TR RUSSELL 1000 VALUE ETF AT COST 385592 586525 MFO PIMCO FUNDS PAC INVT MGMT SERIES AT COST 107658 38898 SPDR S&P 500 ETF TRUST AT COST 319634 768125 INVESTMENT FEES 16411 16411 0 REGISTRATION FEES 61 0 0 EXCISE TAX 918 0 0