2017-12-11T06:08:56-06:00 2017-06-30 591818353 KAUFMAN ROSSIN & CO PA 2699 S BAYSHORE DRIVE MIAMI FL 33133 990PF 2016-07-01 311706010 MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC MARY 5619987847 4855 TECHNOLOGY WAY NO 720 BOCA RATON FL 33431 JON GREENWELL DIRECTOR 5619987847 2017-12-05 1 JOHN ANZIVINO P01308751 3058585600 2017-12-05 209.236.133.1 2017-12-05 09:35:46 ES P 19C40F19C74F12D598EB2A2B7210FC1A58566FBC 0F01506A522C1DCF684FD1338BF8D410A06A174D 2016 2017-02-10 21:41:12Z X 2694864 X 118729 64287 64287 8968 8968 8968 191984 73255 37425 14970 9980 3400 1700 850 300 0 0 14129 0 0 55254 16670 10830 109075 109075 164329 16670 119905 27655 56585 148165 122697 122697 259839 259478 251234 1608582 1665266 2320933 3200 0 0 2019786 2047441 2694864 0 0 X 0 0 0 0 2019786 2047441 2019786 2047441 2019786 2047441 2019786 27655 0 2047441 0 2047441 CAPITAL GAINS DIVIDENDS P 8968 8968 8968 8968 0 123215 2357238 0.052271 118853 2483428 0.047858 103125 2337722 0.044113 90708 2116758 0.042852 83010 1797966 0.046169 0.233263 0.046653 2554824 119190 566 119756 119905 X 566 0 566 0 566 480 480 86 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A DONALD TESCHER ESQ 5619987847 4855 TECHNOLOGY WAY SUITE 420 BOCA RATON FL 33431 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY GREENWELL 44 BRAMS POINT ROAD HILTON HEAD ISLAND SC 29926 DIRECTOR/PRESIDENT 2.00 15000 0 0 JON GREENWELL 44 BRAMS POINT ROAD HILTON HEAD ISLAND SC 29926 DIRECTOR/SECRETARY/TREAS 2.00 15000 0 0 KATHERINE C GREENWELL 1400 CALIPER OAK CIRCLE MOUNT PLEASANT SC 29464 DIRECTOR 1.00 7425 0 0 NONE 0 NONE 0 0 2425626 168104 0 2593730 0 0 2593730 38906 2554824 127741 127741 566 566 127175 0 127175 0 127175 119905 0 119905 566 119339 127175 108968 0 0 119905 108968 0 0 10937 0 0 0 0 0 0 0 0 116238 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 12000 CHILDRENS RELIEF FUND 14 WEDGEFIELD DRIVE HILTON HEAD SC 29926 N/A PUBLIC CHARITY GENERAL OPERATIONS 1325 FAMILY LEGACY MISSIONS INTERNATIONAL 5005 W ROYAL LN SUITE 252 IRVING TX 75063 N/A PUBLIC CHARITY GENERAL OPERATIONS 200 HILTON HEAD HEROES INC P O BOX 6589 HILTON HEAD SC 29938 N/A PUBLIC CHARITY GENERAL OPERATIONS 5000 HILTON HEAD PREPARATORY SCHOOL 8 FOX GRAPE ROAD HILTON HEAD SC 29928 N/A SCHOOL GENERAL OPERATIONS 1000 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 94305 N/A PUBLIC CHARITY GENERAL OPERATIONS 10000 HOSPICE CARE OF THE LOW COUNTRY PO BOX 3827 BLUFFTON SC 29910 N/A PUBLIC CHARITY GENERAL OPERATIONS 6500 ISLAND SCHOOL COUNCIL PO BOX 23047 HILTON HEAD SC 29925 N/A PUBLIC CHARITY GENERAL OPERATIONS 2500 MUSC CHILDREN'S HOSPITAL FUND P O BOX 250450 CHARLESTON SC 26425 N/A PUBLIC CHARITY GENERAL OPERATIONS 57300 NOSOCA PINES 2990 SINGLETON CREEK RD LIBERTY HILL SC 29074 N/A PUBLIC CHARITY GENERAL OPERATIONS 1000 PALMER TRINITY SCHOOL 7900 SW 176TH STREET PALMETTO BAY FL 33157 N/A SCHOOL GENERAL OPERATIONS 1000 ST ANDREW BY-THE-SEA UNITED METHODIST CHURCH 20 POPE AVENUE HILTON HEAD ISLAND SC 29928 N/A CHURCH GENERAL OPERATIONS 5000 SUSAN G KOMEN BREAST CANCER 531 SOUTH MAIN STREET ML-10 GREENVILLE SC 29601 N/A PUBLIC CHARITY GENERAL OPERATIONS 5000 THE FAMILY PLACE PO BOX 7999 DALLAS TX 75209 N/A PUBLIC CHARITY GENERAL OPERATIONS 250 THE GOOD SAMARITAN 1015 DONALD LEE HOLLOWELL PKWY ATLANTA GA 30318 N/A PUBLIC CHARITY GENERAL OPERATIONS 1000 109075 0 14 64287 14 8968 0 73255 0 73255 0 0 0 0 0 0 0 0 0 0 X X 1 GREENWELL CHARITABLE LEAD ANNUITY TRUST 44 BRAMS POINT ROAD HILTON HEAD ISLAND SC 29926 118729 X ACCOUNTING FEES 3400 1700 850 MFB NORTHERN HIGH YIELD FIXED INCOME FUND 202929 191806 MFC ISHARES 1-3 YEAR CREDIT BOND 28985 28960 MFO VANGUARD FIXED INCOME SECS FD INC 27564 30468 MFB NORTHERN GLOBAL REAL ESTATE INDEX FUND AT COST 84433 86377 MFO PIMCO FUNDS PAC INVT MGMT SERIES AT COST 107658 53506 MFC ISHARES TR GLOBAL INFRASTRUCTURE ETF INDEX FUND AT COST 102583 116521 MFC ISHARES TR RUSSELL 1000 VALUE ETF AT COST 335360 563987 SPDR S&P 500 ETF TRUST AT COST 289620 580320 MFB NORTHERN MID CAP INDEX FUND AT COST 65144 134778 SPDR DOW JONES REIT ETF AT COST 49680 60902 MFB NORTHERN FUNDS SMALL CAP INDEX FUND AT COST 56400 100173 MFB NORTHERN INTL EQUITY INDEX FUND AT COST 365224 415007 MFB NORTHERN FUNDS EMERGING MKTS EQUITY INDEX FUND AT COST 209164 209362 PREPPAID EXPENSES 3200 0 0 INVESTMENT FEES 14068 0 0 REGISTRATION FEES 61 0 0 EXCISE TAX 300 0 0