2025-05-12T16:29:03-05:00 2024-12-31 841595367 AMG NATIONAL TRUST BANK 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 990PF 2024-01-01 200458802 EKEDAHL FOUNDATION EKED 8433428800 4 DUNMORE COURT SUITE 201 HILTON HEAD ISLAND SC 29926 MONIQUE MCGLYNN AGENT,BOYS ARNOLD WEALTH MGT 8433428800 2025-05-12 1 1 MELISSA K OCHU CPA P00166691 3036942190 2024 2025-03-06 01:10:19Z X 62780 X 100000 2273 2273 6385 101738 6385 108658 8658 0 0 0 1000 800 180 40024 20012 20012 41024 20812 20192 70000 70000 111024 20812 90192 -2366 0 3108 794 794 55589 55537 61986 58697 56331 62780 0 0 X 58697 56331 58697 56331 58697 56331 58697 -2366 0 56331 0 56331 ISHARES CORE S&P 500 ETF-FIDELITY P 5099 2080 3019 3019 FIDELITY PUBLICLY TRADED P 2311 2142 169 169 FIDELITY PUBLICLY TRADED 94328 91131 3197 3197 6385 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 SC 1 0 0 0 0 1 N/A BOYS ARNOLD WEALTH MANAGEMENT 8433428800 4 DUNMORE COURT STE 201 HILTON HEAD ISLAND SC 29926 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 E PATRICIA EKEDAHL 14 OUTERBRIDGE CIRCLE HILTON HEAD ISLAND SC 29926 DIRECTOR 0.00 0 0 0 DAVID D EKEDAHL 14 OUTERBRIDGE CIRCLE HILTON HEAD ISLAND SC 29926 DIRECTOR 0.50 0 0 0 BOYS ARNOLD TRUST COMPANY 4 DUNMORE COURT SUITE 201 HILTON HEAD ISLAND SC 29926 AGENT 0.50 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 NOT APPLICABLE 0 0 79728 3352 0 83080 0 0 83080 1246 81834 4092 4092 0 4092 0 4092 0 4092 90192 0 90192 4092 0 0 125539 226971 181737 90081 84244 708572 90192 0 0 0 4092 86100 0 0 794672 0 0 0 0 0 0 125539 669133 226971 181737 90081 84244 86100 X BOYS & GIRLS CLUB OF HILTON HEAD 151 GUM TREE RD HILTON HEAD ISLAND SC 29926 NONE EXEMPT COMMUNITY 5000 BUCKNELL UNIVERSITY ONE DENT DR LEWISBURG PA 17837 NONE EXEMPT EDUCATION 10000 DEEP WELL PROJECT 80 CAPITAL DRIVE HILTON HEAD ISLAND SC 29926 NONE EXEMPT COMMUNITY 25000 MEMORY MATTERS 117 WILLIAM HILTON PKWY HILTON HEAD ISLAND SC 29926 NONE EXEMPT MEDICAL 15000 THE CHILDREN'S CENTER 8 NATURES WAY HILTON HEAD SC 29926 NONE EXEMPT EDUCATIONAL 5000 VOLUNTEERS IN MEDICINE 15 NORTHRIDGE DR HILTON HEAD ISLAND SC 29926 NONE EXEMPT MEDICAL 10000 70000 0 14 2273 18 6385 0 8658 0 8658 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID D AND PATRICIA EKEDAHL 14 OUTERBRIDGE CIRCLE HILTON HEAD ISLAND SC 29926 100000 X LEGAL & ACCOUNTING FEES 1000 800 180 ISHARES S & P 500 AT COST 12448 17660 ISHARES S & P MIDCAP ETF AT COST 4132 4985 ISHARES RUSSELL 2000 ETF AT COST 1872 2210 ISHARES TRUST CORE MSCI EAFE ETF AT COST 7013 7028 ISHARES CORE MSCI EMERGING MKTS AT COST 1766 1828 VANGUARD BD INDEX FDS SHORT TERM AT COST 8424 8500 VANGUARD BD INDEX FDS TOTAL BND MKT AT COST 19882 19775 BANK FEES & OTHER EXPENSES 24 12 12 FOUNDATION CONSULTING EXPENSE 40000 20000 20000