2018-11-21T07:24:56-06:00 2018-06-30 591818353 KAUFMAN ROSSIN & CO PA 2699 S BAYSHORE DRIVE MIAMI FL 33133 990PF 2017-07-01 311706010 MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC MARY 5619987847 4855 TECHNOLOGY WAY NO 720 BOCA RATON FL 33431 JON GREENWELL DIRECTOR 5619987847 2018-11-06 1 JOHN ANZIVINO P01308751 3058585600 2018-11-02 209.236.133.1 2018-11-06 15:35:29 ES P C5C02CAF17F27A82FC34211A0740CF6598FB1443 EAAC8B72311E1C20EC0B1BD4505D0C0CCC37F258 2017 2019-02-21 02:37:17Z X 2848120 X 118729 70247 70247 14147 14147 14147 203123 84394 38100 15240 10160 3100 1550 775 686 0 0 15641 15580 0 57527 32370 10935 126600 126600 184127 32370 137535 18996 52024 122697 68160 68160 259478 259478 245638 335360 335360 587965 1329906 1403439 1946357 2047441 2066437 2848120 0 0 X 0 0 0 0 2047441 2066437 2047441 2066437 2047441 2066437 2047441 18996 0 2066437 0 2066437 CAPITAL GAINS DIVIDENDS P 14147 14147 14147 14147 0 119339 2554824 0.046711 123215 2357238 0.052271 118853 2483428 0.047858 103125 2337722 0.044113 90708 2116758 0.042852 0.233805 0.046761 2847486 133151 520 133671 137535 X 520 0 520 0 520 600 0 0 600 0 80 80 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A DONALD TESCHER ESQ 5619987847 4855 TECHNOLOGY WAY SUITE 420 BOCA RATON FL 33431 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY GREENWELL 44 BRAMS POINT ROAD HILTON HEAD ISLAND SC 29926 DIRECTOR/PRESIDENT 2.00 15000 0 0 JON GREENWELL 44 BRAMS POINT ROAD HILTON HEAD ISLAND SC 29926 DIRECTOR/SECRETARY/TREAS 2.00 15000 0 0 KATHERINE C GREENWELL 348 SANDPIPER DRIVE UNIT C MOUNT PLEASANT SC 29464 DIRECTOR 1.00 8100 0 0 NONE 0 NONE 0 0 2733357 157492 0 2890849 0 0 2890849 43363 2847486 142374 142374 520 520 141854 0 141854 0 141854 137535 0 137535 520 137015 141854 116238 0 0 137535 116238 0 0 21297 0 0 0 0 0 0 0 0 120557 0 0 0 MARY GREENWELL JON GREENWELL X ARTS CENTER OF COASTAL CAROLINA 14 SHELTER COVE LAND HILTON HEAD ISLAND SC 29928 N/A PUBLIC CHARITY GENERAL OPERATIONS 10000 BORN FREE PET SHELTER PO BOX 772050 MIAMI FL 33177 N/A PUBLIC CHARITY GENERAL OPERATIONS 250 CALLANWOLDE FOUNDATION 980 BRIARCLIFF ROAD NE ATLANTA GA 30308 N/A PUBLIC CHARITY GENERAL OPERATIONS 10000 COMMUNITY RESCUE MEMORIAL FUND 310 NORTH F STREET FORT SMITH AR 72901 N/A PUBLIC CHARITY GENERAL OPERATIONS 250 HERITAGE CLASSIC 71 LIGHTHOUSE ROAD SUITE 4200 HILTON HEAD ISLAND SC 29928 N/A PUBLIC CHARITY GENERAL OPERATIONS 1500 HILTON HEAD HEROES INC P O BOX 6589 HILTON HEAD SC 29938 N/A PUBLIC CHARITY GENERAL OPERATIONS 7200 HOOVER INSTITUTION 434 GALVEZ MALL STANFORD CA 94305 N/A PUBLIC CHARITY GENERAL OPERATIONS 10000 ISLAND SCHOOL COUNCIL PO BOX 23047 HILTON HEAD SC 29925 N/A PUBLIC CHARITY GENERAL OPERATIONS 2000 MUSC CHILDREN'S HOSPITAL FUND P O BOX 250450 CHARLESTON SC 26425 N/A PUBLIC CHARITY GENERAL OPERATIONS 65000 METRO DADE COUNTY PBA (LOVE FUND) 10680 NW 25TH STREET SUITE 300 MIAMI FL 33172 N/A PUBLIC CHARITY GENERAL OPERATIONS 1500 OXFORD UNIVERSITY UNITED METHODIST CHURCH 424 SOUTH 10TH STREET OXFORD MS 38655 N/A CHURCH GENERAL OPERATIONS 250 PALMER TRINITY SCHOOL 7900 SW 176TH STREET PALMETTO BAY FL 33157 N/A SCHOOL GENERAL OPERATIONS 2000 POCKETS FULL OF SUNSHINE PO BOX 1474 BLUFFTON SC 29910 N/A PUBLIC CHARITY GENERAL OPERATIONS 1500 ST ANDREW BY-THE-SEA UNITED METHODIST CHURCH 20 POPE AVENUE HILTON HEAD ISLAND SC 29928 N/A CHURCH GENERAL OPERATIONS 5000 SUSAN G KOMEN BREAST CANCER 531 SOUTH MAIN STREET ML-10 GREENVILLE SC 29601 N/A PUBLIC CHARITY GENERAL OPERATIONS 5000 THE FRIENDS OF THE CHILDREN OF HILTON HEAD 48 BRIDGETOWN ROAD HILTON HEAD SC 29928 N/A PUBLIC CHARITY GENERAL OPERATIONS 150 UNITED WAY OF THE LOWCOUNTRY PO BOX 202 BEAUFORT SC 29901 N/A PUBLIC CHARITY GENERAL OPERATIONS 5000 126600 0 14 70247 14 14147 0 84394 0 84394 0 0 0 0 0 0 0 0 0 0 X X 1 GREENWELL CHARITABLE LEAD ANNUITY TRUST 44 BRAMS POINT ROAD HILTON HEAD ISLAND SC 29926 118729 X ACCOUNTING FEES 3100 1550 775 MFB NORTHERN HIGH YIELD FIXED INCOME FUND 202929 187032 MFC ISHARES 1-3 YEAR CREDIT BOND 28985 28518 MFO VANGUARD FIXED INCOME SECS FD INC 27564 30088 MFB NORTHERN FUNDS EMERGING MKTS EQUITY INDEX FUND AT COST 209164 221013 MFB NORTHERN FUNDS SMALL CAP INDEX FUND AT COST 62027 116437 MFB NORTHERN GLOBAL REAL ESTATE INDEX FUND AT COST 84433 88220 MFB NORTHERN INTL EQUITY INDEX FUND AT COST 365224 430758 MFB NORTHERN MID CAP INDEX FUND AT COST 73664 150972 MFC ISHARES TR GLOBAL INFRASTRUCTURE ETF INDEX FUND AT COST 102583 113870 MFO PIMCO FUNDS PAC INVT MGMT SERIES AT COST 107658 54655 SPDR DOW JONES REIT ETF AT COST 49680 61544 SPDR S&P 500 ETF TRUST AT COST 289620 651072 MFC FLEXSHARES TR MORNINGSTAR UPSTREAM NAT RES INDEX FD AT COST 59386 57816 INVESTMENT FEES 15580 15580 0 REGISTRATION FEES 61 0 0 EXCISE TAX 686 0 0