2022-05-11T17:36:00-05:00 2021-12-31 841595367 AMG NATIONAL TRUST BANK 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 990PF 2021-01-01 200458802 EKEDAHL FOUNDATION EKED 8433428800 4 DUNMORE COURT SUITE 201 HILTON HEAD ISLAND SC 29926 MONIQUE MCGLYNN AGENT,BOYS ARNOLD WEALTH MGT 8433428800 2022-05-10 1 MONIQUE MCGLYNN 999009999 MARY KAYE JOHNSTON CPA P00359771 3036942190 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X 137731 X 250000 1598 1598 210 56469 210 1420 0 253228 1808 0 0 0 795 636 159 1372 1372 0 170 0 0 20024 10012 10012 22361 12020 10171 178044 178044 200405 12020 188215 52823 0 896 2072 2072 60128 111775 135659 61024 113847 137731 0 0 X 61024 113847 61024 113847 61024 113847 61024 52823 0 113847 0 113847 FIDELITY- PUBLICLY TRADED STOCK SHORT TERM P 51417 51495 -78 -78 FIDELITY- PUBLICLY TRADED STOCK LONG TERM P 4764 4764 0 0 CAPITAL GAINS DIVIDENDS P 288 288 288 210 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 87283 44257 0 131540 0 0 131540 1973 129567 6478 6478 0 6478 0 6478 0 6478 188215 0 188215 6478 0 0 137360 93513 122182 125539 226971 705565 188215 0 0 0 6478 181737 0 0 887302 0 0 0 0 0 0 137360 749942 93513 122182 125539 226971 181737 X BOYS & GIRLS CLUB OF HILTON HEAD 151 GUM TREE RD HILTON HEAD ISLAND SC 29926 NONE EXEMPT COMMUNITY 10000 BUILDON 1111 SUMMER STREET SUITE 602A STAMFORD CT 06905 NONE EXEMPT COMMUNITY 10000 DEEP WELL PROJECT 80 CAPITAL DRIVE HILTON HEAD ISLAND SC 29926 NONE EXEMPT COMMUNITY 5000 FIRST PRESBYTERIAN CHURCH 540 WILLIAM HILTON PKWY HILTON HEAD ISLAND SC 299283603 NONE EXEMPT RELIGIOUS 40000 HERITAGE CLASSIC FOUNDATION 71 LIGHTHOUSE RD 4200 HILTON HEAD ISLAND SC 299283603 NONE EXEMPT EDUCATIONAL 18544 MEMORY MATTERS 117 WILLIAM HILTON PKWY HILTON HEAD ISLAND SC 29926 NONE EXEMPT MEDICAL 50000 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 10000 SWNA FOUNDATION 715 6TH STREET SW WASHINGTON DC 20024 NONE EXEMPT COMMUNITY 2000 THE CHILDREN'S CENTER 8 NATURES WAY HILTON HEAD SC 29926 NONE EXEMPT EDUCATIONAL 5000 UNITED WAY OF THE LOWCOUNTY 10 BUCKINGHAM PLANTATION DR STE D BLUFFTON SC 29910 NONE EXEMPT COMMUNITY 2500 VOLUNTEERS IN MEDICINE 15 NORTHRIDGE DR HILTON HEAD ISLAND SC 29926 NONE EXEMPT MEDICAL 20000 178044 0 14 1598 18 210 2019 990-PF TAX REFUND 1420 0 1808 1420 3228 11A 2019 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 250000 X LEGAL & ACCOUNTING FEES 795 636 159 ISHARES S & P 500 AT COST 16697 38159 ISHARES S & P MIDCAP 400 INDEX FUND AT COST 5268 7077 ISHARES RUSSELL 2000 ETF AT COST 1692 2225 ISHARES TRUST CORE MSCI EAFE ETF AT COST 8776 10076 ISHARES INC CORE MSCI EMERGING MKTS AT COST 2866 2993 FIDELITY TOTAL BOND ETF AT COST 46613 46393 JP MORGAN EXCHANGE-TRADED FD- ULTRA SHORT INC AT COST 5062 5048 VANGUARD BD INDEX FDS INTERMED TERM AT COST 19915 18838 VANGUARD BD INDEX FDS SHORT TERM AT COST 4886 4850 BANK FEES & OTHER EXPENSES 24 12 12 FOUNDATION CONSULTING EXPENSE 20000 10000 10000 2019 990-PF TAX REFUND 1420 1420 FIDELITY FEES 1372 1372 0 FEDERAL TAX PAYMENTS 170 0 0