2021-07-30T17:38:01-05:00 2020-12-31 841595367 AMG National Trust Bank 6295 Greenwood Plaza Blvd Greenwood Village CO 801114908 990PF 2020-01-01 200458802 EKEDAHL FOUNDATION EKED 8433428800 PO DRAWER 5277 ASHEVILLE NC 28813 DAVID D EKEDAHL DIRECTOR 8433428800 2021-07-14 1 DAVID EKEDAHL 999009999 Mary Kaye Johnston CPA P00359771 3036942190 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 75909 X 100000 1623 1623 7539 189111 7539 109162 9162 0 0 0 721 577 144 1267 1267 0 88 18 0 15 8 7 2091 1870 151 231500 231500 233591 1870 231651 -124429 7292 33433 896 896 21326 0 0 130694 60128 75013 185453 61024 75909 0 0 X 185453 61024 185453 61024 185453 61024 185453 -124429 0 61024 0 61024 FIDELITY P 65770 64450 1320 1320 FIDELITY P 122983 117122 5861 5861 Capital Gains Dividends P 358 358 358 7539 101 0 101 0 101 36 0 0 0 36 1 66 0 0 0 0 0 0 0 0 0 0 1 1 SC 1 0 0 0 0 1 N/A BOYS ARNOLD TRUST COMPANY 8282741542 PO DRAWER 5277 ASHVILLE NC 28813 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 0.50 0 0 0 DAVID D EKEDAHL 14 OUTERBRIDGE CIRCLE HILTON HEAD ISLAND SC 29926 DIRECTOR 0.50 0 0 0 BOYS ARNOLD TRUST COMPANY PO DRAWER 5277 ASHEVILLE NC 28813 AGENT 0.50 0 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 NOT APPLICABLE 0 0 85318 11756 0 97074 0 0 97074 1456 95618 4781 4781 101 101 4680 0 4680 0 4680 231651 0 231651 0 231651 4680 0 0 8641 137360 93513 122182 125539 487235 231651 0 0 0 4680 226971 0 0 714206 0 0 0 0 0 0 8641 705565 137360 93513 122182 125539 226971 X BOYS & GIRLS CLUB OF HILTON HEAD 151 GUM TREE RD HILTON HEAD ISLAND SC 29926 NONE EXEMPT COMMUNITY 10000 BUCKNELL UNIVERSITY ONE DENT DR LEWISBURG PA 17837 NONE EXEMPT EDUCATION 20000 BUILDON 1111 SUMMER STREET SUITE 602A STAMFORD CT 06905 NONE EXEMPT COMMUNITY 10000 COMMUNITY FOUNDATION OF THE LOWCOUNTRY PO BOX 23019 HILTON HEAD SC 29925 NONE EXEMPT COMMUNITY 10000 DEEP WELL PROJECT 80 CAPITAL DRIVE HILTON HEAD ISLAND SC 29926 NONE EXEMPT COMMUNITY 10000 FIRST PRESBYTERIAN CHURCH 540 WILLIAM HILTON PKWY HILTON HEAD ISLAND SC 299283603 NONE EXEMPT RELIGIOUS 30000 SC GOVERNER'S SCHOOL 15 UNIVERSITY ST GREENVILLE SC 29925 NONE EXEMPT COMMUNITY 5000 KNOBIT SANTE CAP HAITIEN HEALTH PO BOX 11281 PORTLAND ME 04104 NONE EXEMPT CHARITABLE 10000 MEMORY MATTERS PO BOX 22330 HILTON HEAD SC 299252330 NONE EXEMPT MEDICAL 97000 SWNA FOUNDATION 715 6TH STREET SW WASHINGTON DC 20024 NONE EXEMPT COMMUNITY 2000 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 25000 231500 0 14 1623 18 7539 0 9162 0 9162 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID D PATRICIA EKEDAHL 14 OUTERBRIDGE CIRCLE HILTON HEAD ISLAND SC 29926 100000 X LEGAL & ACCOUNTING FEES 721 577 144 ISHARES S & P 500 AT COST 16697 30031 ISHARES S & P MIDCAP 400 INDEX FUND AT COST 5268 5746 ISHARES RUSSELL 2000 ETF AT COST 1692 1961 ISHARES TRUST CORE MSCI EAFE ETF AT COST 8776 9327 ISHARES INC CORE MSCI EMERGING MKTS AT COST 2866 3102 FIDELITY TOTAL BOND ETF AT COST 4914 4883 VANGUARD BD INDEX FDS INTERMED TERM AT COST 19915 19963 BANK FEES & OTHER EXPENSES 15 8 7 FIDELITY FEES 1267 1267 0 FOREIGN TAXES 18 18 0 FEDERAL TAX PAYMENTS 70 0 0