2023-05-12T09:43:05-05:00 2022-12-31 841595367 AMG NATIONAL TRUST BANK 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 990PF 2022-01-01 200458802 EKEDAHL FOUNDATION EKED 8433428800 4 DUNMORE COURT SUITE 201 HILTON HEAD ISLAND SC 29926 MONIQUE MCGLYNN AGENT,BOYS ARNOLD WEALTH MGT 8433428800 2023-05-09 1 MONIQUE MCGLYNN 999009999 1 SHANE L SMITH CPA P01637571 3036942190 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 58968 X 50000 1350 1350 6150 98135 6150 104 0 57604 7500 0 0 0 875 700 175 946 946 0 40007 20003 20004 41828 21649 20179 73134 73134 114962 21649 93313 -57358 0 2072 36698 36698 111775 19791 22270 113847 56489 58968 0 0 X 113847 56489 113847 56489 113847 56489 113847 -57358 0 56489 0 56489 FIDELITY- PUBLICLY TRADED STOCK- SHORT TERM 38525 41436 -2911 -2911 FIDELITY- PUBLICLY TRADED STOCK- LONG TERM 59605 50549 9056 9056 CAPITAL GAINS DIVIDENDS P 5 5 5 6150 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 58465 7168 0 65633 0 0 65633 984 64649 3232 3232 0 3232 0 3232 0 3232 93313 0 93313 3232 0 0 93513 122182 125539 226971 181737 749942 93313 0 0 0 3232 90081 0 0 840023 0 0 0 0 0 0 93513 746510 122182 125539 226971 181737 90081 X BOYS & GIRLS CLUB OF HILTON HEAD 151 GUM TREE RD HILTON HEAD ISLAND SC 29926 NONE EXEMPT COMMUNITY 12000 DEEP WELL PROJECT 80 CAPITAL DRIVE HILTON HEAD ISLAND SC 29926 NONE EXEMPT COMMUNITY 5000 FAMILY PROMISE OF BEAUFORT 181 BLUFTON RD BLUFTON SC 29910 NONE EXEMPT COMMUNITY 5000 HERITAGE CLASSIC FOUNDATION 71 LIGHTHOUSE RD 4200 HILTON HEAD ISLAND SC 299283603 NONE EXEMPT EDUCATIONAL 11134 MEMORY MATTERS 117 WILLIAM HILTON PKWY HILTON HEAD ISLAND SC 29926 NONE EXEMPT MEDICAL 15000 SC GOVERNER'S SCHOOL 15 UNIVERSITY ST GREENVILLE SC 29925 NONE EXEMPT COMMUNITY 5000 SECOND HELPINGS 4 NORTHRIDGE DRIVE SUITE C HILTON HEAD ISLAND SC 29926 NONE EXEMPT COMMUNITY 5000 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 73134 0 14 1350 18 5 6145 2021 990-PF TAX REFUND 104 0 1355 6249 7604 11A 2021 TAX REFUND AROSE FROM OVERPAYMENT OF TAXES, AS DETERMINED BY IRS 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 50000 X LEGAL & ACCOUNTING FEES 875 700 175 ISHARES S & P 500 AT COST 4160 7684 ISHARES S & P MIDCAP 400 INDEX FUND AT COST 2107 2419 ISHARES RUSSELL 2000 ETF AT COST 847 872 ISHARES TRUST CORE MSCI EAFE ETF AT COST 3250 3082 ISHARES INC CORE MSCI EMERGING MKTS AT COST 860 700 FIDELITY TOTAL BOND ETF AT COST 5310 4502 VANGUARD BD INDEX FDS SHORT TERM AT COST 3257 3011 BANK FEES & OTHER EXPENSES 7 3 4 FOUNDATION CONSULTING EXPENSE 40000 20000 20000 2021 990-PF TAX REFUND 104 104 FIDELITY FEES 946 946 0