MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC (EIN 31-1706010)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2024-12-11
IRS object ID: 202403469349101205
Schema version: 2023v5.1
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-12-11T10:29:10-06:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	591818353	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KAUFMAN ROSSIN & COPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3310 MARY STREET SUITE 501	AddressLine1Txt
City	MIAMI	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33133	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311706010	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARY ELDREDGE GREENWELL FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MARY	BusinessNameControlTxt
Phone	5619977008	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2000 GLADES RD 212	AddressLine1Txt
City	BOCA RATON	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33431	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JON GREENWELL	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	5619977008	PhoneNum
Signature	2024-12-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	NICHOLAS HAYES CPA	PreparerPersonNm
PTIN	P01994458	PTIN
Phone	3058585600	PhoneNum
Preparation	2024-12-02	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,717,335	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$96,903	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$86,026	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$86,026	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$42,912	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$105,420	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$42,912	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$225,841	TotalRevAndExpnssAmt
Total Net Invst Incm	$128,938	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$45,850	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$18,340	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$12,227	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,675	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,838	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$919	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$169	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$20,130	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$20,029	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$69,824	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$40,207	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$13,146	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$135,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$135,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$204,824	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$40,207	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$148,146	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$21,017	ExcessRevenueOverExpensesAmt
Net Investment Income	$88,731	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$63,357	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$133,738	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$133,738	SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY	$299,636	CorporateBondsBOYAmt
Corporate Bonds EOY	$272,071	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$235,471	CorporateBondsEOYFMVAmt
Other Investments BOY	$1,630,210	OtherInvestmentsBOYAmt
Other Investments EOY	$1,608,411	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,348,126	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,993,203	TotalAssetsBOYAmt
Total Assets EOY	$2,014,220	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,717,335	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,993,203	RetainedEarningBOYAmt
Retained Earning EOY	$2,014,220	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,993,203	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,014,220	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,993,203	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,014,220	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,993,203	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$21,017	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,014,220	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,014,220	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	$92,277	$62,508	$29,769	$29,769
CAPITAL GAINS DIVIDENDS	P	$13,143		$13,143	$13,143

Field	Value	IRS element (for citing)
Capital Gain Net Income	$42,912	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,233	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,233	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,233	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,160	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$800	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,960	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$727	OverpaymentAmt
Applied To ES Tax	$727	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	DONALD TESCHER	IndividualWithBooksNm
Phone	5619977008	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2000 GLADES RD SUITE 212	AddressLine1Txt
City	BOCA RATON	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33431	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY GREENWELL
63 SKULL CREEK DRIVE UNIT 501	HILTON HEAD ISLAND	SC	29926	DIRECTOR/PRESIDENT	5.00	$21,000	$0	$0
JON GREENWELL
63 SKULL CREEK DRIVE UNIT 501	HILTON HEAD ISLAND	SC	29926	DIRECTOR/SECRETARY/TREAS	5.00	$21,000	$0	$0
KATHERINE G GERALD
2015 LONGHORN LANE	SUMMERVILLE	SC	29485	DIRECTOR	1.00	$3,850	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,384,120	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$116,718	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,500,838	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,500,838	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$52,513	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,448,325	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$172,416	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$172,416	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,233	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,233	TotalTaxAmt
Distributable Before Adj	$171,183	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$171,183	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$171,183	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$148,146	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$148,146	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$171,183	DistributableAsAdjustedAmt
Undistributed Income PY	$146,354	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$148,146	QualifyingDistributionsAmt
Applied To Year1	$146,354	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,792	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$169,391	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MARY GREENWELL	ContributingManagerNm
Contributing Manager	JON GREENWELL	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ARTS CENTER OF COASTAL CAROLINA
14 SHELTER COVE LAND	HILTON HEAD ISLAND	SC	29928	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$7,500
BOYS & GIRLS CLUB
1410 S WAYNE STREET	BLUFFTON	IN	46714	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$1,500
DADE COUNTY PBA INC
10680 NW 25 STREET	MIAMI	FL	33172	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
HERITAGE CLASSIC
71 LIGHTHOUSE ROAD SUITE 4200	HILTON HEAD ISLAND	SC	29928	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$2,000
HOOVER INSTITUTION
434 GALVEZ MALL	STANFORD	CA	94305	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
HUMANE SOCIETY OF BLUE RIDGE INC
PO BOX 2126	BLUE RIDGE	GA	30513	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$2,500
ISLAND SCHOOL COUNCIL
PO BOX 23047	HILTON HEAD	SC	29925	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$2,000
MUSC CHILDREN'S HOSPITAL FUND
P O BOX 250450	CHARLESTON	SC	26425	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$85,000
PALMER TRINITY SCHOOL
7900 SW 176TH STREET	PALMETTO BAY	FL	33157	N/A	SCHOOL	GENERAL OPERATIONS	$3,000
PAN MASS CHALLENGE
77 4TH AVE	NEEDHAM	MA	02494	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$7,500
PLEDGE THE PINK FOUNDATION
PO BOX 3195	BLUFFTON	SC	29910	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$4,000
ST ANDREW BY-THE-SEA UNITED METHODIST CHURCH
20 POPE AVENUE	HILTON HEAD ISLAND	SC	29928	N/A	CHURCH	GENERAL OPERATIONS	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$135,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$86,026	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$42,912	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$128,938	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$128,938	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GREENWELL CHARITABLE LEAD ANNUITY TRUST	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	63 SKULL CREEK DRIVE UNIT 501	AddressLine1Txt
City	HILTON HEAD ISLAND	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29926	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$96,903	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$3,675	Amt
Net Investment Income	$1,838	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$919	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MFC ISHARES SHORT TERM CORP BOND EFT	$28,985	$28,182
MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FUND	$40,157	$40,196
MFB NORTHERN HIGH YIELD FIXED INCOME FUND	$202,929	$167,093

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MFB NORTHERN GLOBAL REAL ESTATE INDEX FUND	AT COST	$59,037	$57,997
MFC FLEXSHARES TR MORNINGSTAR UPSTREAM NAT RES INDEX FD	AT COST	$59,386	$68,479
MFB NORTHERN FUNDS SMALL CAP INDEX FUND	AT COST	$95,925	$143,676
MFC ISHARES TR GLOBAL INFRASTRUCTURE ETF INDEX FUND	AT COST	$102,584	$126,988
MFO PIMCO FUNDS PAC INVT MGMT SERIES	AT COST	$107,658	$36,515
MFB NORTHERN MID CAP INDEX FUND	AT COST	$132,769	$224,536
MFB NORTHERN FUNDS EMERGING MKTS EQUITY INDEX FUND	AT COST	$135,007	$147,161
MFC ISHARES TR RUSSELL 1000 VALUE ETF	AT COST	$292,273	$767,144
MFC SPDR S&P 500 ETF TRUST	AT COST	$304,132	$1,330,074
MFB NORTHERN INTL EQUITY INDEX FUND	AT COST	$319,640	$445,556

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$20,029	$20,029	$0
REGISTRATION FEES	$61	$0	$0
BANK FEES	$40	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$169	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt