MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC (EIN 31-1706010)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2017-12-11
IRS object ID: 201713459349100001
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-12-11T06:08:56-06:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	591818353	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KAUFMAN ROSSIN & CO PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2699 S BAYSHORE DRIVE	AddressLine1Txt
City	MIAMI	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33133	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311706010	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARY ELDREDGE GREENWELL FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MARY	BusinessNameControlTxt
Phone	5619987847	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4855 TECHNOLOGY WAY NO 720	AddressLine1Txt
City	BOCA RATON	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33431	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JON GREENWELL	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	5619987847	PhoneNum
Signature	2017-12-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN ANZIVINO	PreparerPersonNm
PTIN	P01308751	PTIN
Phone	3058585600	PhoneNum
Preparation	2017-12-05	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	209.236.133.1	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-12-05	IPDt
IP Tm	09:35:46	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	19C40F19C74F12D598EB2A2B7210FC1A58566FBC	AtSubmissionCreationDeviceId
At Submission Filing Device Id	0F01506A522C1DCF684FD1338BF8D410A06A174D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,694,864	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$118,729	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$64,287	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$64,287	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$8,968	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,968	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$8,968	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$191,984	TotalRevAndExpnssAmt
Total Net Invst Incm	$73,255	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$37,425	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$14,970	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$9,980	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,400	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,700	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$850	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$300	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$14,129	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$55,254	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$16,670	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$10,830	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$109,075	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$109,075	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$164,329	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$16,670	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$119,905	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$27,655	ExcessRevenueOverExpensesAmt
Net Investment Income	$56,585	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$148,165	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$122,697	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$122,697	SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY	$259,839	CorporateBondsBOYAmt
Corporate Bonds EOY	$259,478	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$251,234	CorporateBondsEOYFMVAmt
Other Investments BOY	$1,608,582	OtherInvestmentsBOYAmt
Other Investments EOY	$1,665,266	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,320,933	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$3,200	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$2,019,786	TotalAssetsBOYAmt
Total Assets EOY	$2,047,441	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,694,864	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$2,019,786	RetainedEarningBOYAmt
Retained Earning EOY	$2,047,441	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,019,786	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,047,441	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,019,786	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,047,441	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,019,786	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$27,655	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,047,441	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,047,441	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAINS DIVIDENDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$8,968	GrossSalesPriceAmt
Gain Or Loss	$8,968	GainOrLossAmt
Gains Minus Excess Or Losses	$8,968	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$8,968	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$123,215	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$2,357,238	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.052271	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$118,853	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$2,483,428	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.047858	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$103,125	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$2,337,722	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.044113	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$90,708	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$2,116,758	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.042852	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$83,010	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,797,966	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.046169	DistributionYr5Rt
Total Distribution	0.233263	TotalDistributionRt
Average Distribution	0.046653	AverageDistributionRt
Net Vl Noncharitable Assets	$2,554,824	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$119,190	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$566	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$119,756	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$119,905	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$566	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$566	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$566	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$480	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$480	TotalPaymentsAndCreditsAmt
Tax Due	$86	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	DONALD TESCHER ESQ	IndividualWithBooksNm
Phone	5619987847	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4855 TECHNOLOGY WAY SUITE 420	AddressLine1Txt
City	BOCA RATON	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33431	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY GREENWELL
44 BRAMS POINT ROAD	HILTON HEAD ISLAND	SC	29926	DIRECTOR/PRESIDENT	2.00	$15,000	$0	$0
JON GREENWELL
44 BRAMS POINT ROAD	HILTON HEAD ISLAND	SC	29926	DIRECTOR/SECRETARY/TREAS	2.00	$15,000	$0	$0
KATHERINE C GREENWELL
1400 CALIPER OAK CIRCLE	MOUNT PLEASANT	SC	29464	DIRECTOR	1.00	$7,425	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,425,626	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$168,104	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,593,730	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,593,730	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$38,906	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,554,824	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$127,741	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$127,741	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$566	TaxBasedOnInvestmentIncomeAmt
Total Tax	$566	TotalTaxAmt
Distributable Before Adj	$127,175	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$127,175	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$127,175	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$119,905	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$119,905	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$566	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$119,339	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$127,175	DistributableAsAdjustedAmt
Undistributed Income PY	$108,968	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$119,905	QualifyingDistributionsAmt
Applied To Year1	$108,968	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$10,937	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$116,238	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MARY GREENWELL	ContributingManagerNm
Contributing Manager	JON GREENWELL	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ARTS CENTER OF COASTAL CAROLINA
14 SHELTER COVE LAND	HILTON HEAD ISLAND	SC	29928	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$12,000
CHILDRENS RELIEF FUND
14 WEDGEFIELD DRIVE	HILTON HEAD	SC	29926	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$1,325
FAMILY LEGACY MISSIONS INTERNATIONAL
5005 W ROYAL LN SUITE 252	IRVING	TX	75063	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$200
HILTON HEAD HEROES INC
P O BOX 6589	HILTON HEAD	SC	29938	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
HILTON HEAD PREPARATORY SCHOOL
8 FOX GRAPE ROAD	HILTON HEAD	SC	29928	N/A	SCHOOL	GENERAL OPERATIONS	$1,000
HOOVER INSTITUTION
434 GALVEZ MALL	STANFORD	CA	94305	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$10,000
HOSPICE CARE OF THE LOW COUNTRY
PO BOX 3827	BLUFFTON	SC	29910	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$6,500
ISLAND SCHOOL COUNCIL
PO BOX 23047	HILTON HEAD	SC	29925	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$2,500
MUSC CHILDREN'S HOSPITAL FUND
P O BOX 250450	CHARLESTON	SC	26425	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$57,300
NOSOCA PINES
2990 SINGLETON CREEK RD	LIBERTY HILL	SC	29074	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$1,000
PALMER TRINITY SCHOOL
7900 SW 176TH STREET	PALMETTO BAY	FL	33157	N/A	SCHOOL	GENERAL OPERATIONS	$1,000
ST ANDREW BY-THE-SEA UNITED METHODIST CHURCH
20 POPE AVENUE	HILTON HEAD ISLAND	SC	29928	N/A	CHURCH	GENERAL OPERATIONS	$5,000
SUSAN G KOMEN BREAST CANCER
531 SOUTH MAIN STREET ML-10	GREENVILLE	SC	29601	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
THE FAMILY PLACE
PO BOX 7999	DALLAS	TX	75209	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$250
THE GOOD SAMARITAN
1015 DONALD LEE HOLLOWELL PKWY	ATLANTA	GA	30318	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$109,075	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$64,287	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$8,968	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$73,255	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$73,255	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GREENWELL CHARITABLE LEAD ANNUITY TRUST	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	44 BRAMS POINT ROAD	AddressLine1Txt
City	HILTON HEAD ISLAND	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29926	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$118,729	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$3,400	Amt
Net Investment Income	$1,700	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$850	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MFB NORTHERN HIGH YIELD FIXED INCOME FUND	$202,929	$191,806
MFC ISHARES 1-3 YEAR CREDIT BOND	$28,985	$28,960
MFO VANGUARD FIXED INCOME SECS FD INC	$27,564	$30,468

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MFB NORTHERN GLOBAL REAL ESTATE INDEX FUND	AT COST	$84,433	$86,377
MFO PIMCO FUNDS PAC INVT MGMT SERIES	AT COST	$107,658	$53,506
MFC ISHARES TR GLOBAL INFRASTRUCTURE ETF INDEX FUND	AT COST	$102,583	$116,521
MFC ISHARES TR RUSSELL 1000 VALUE ETF	AT COST	$335,360	$563,987
SPDR S&P 500 ETF TRUST	AT COST	$289,620	$580,320
MFB NORTHERN MID CAP INDEX FUND	AT COST	$65,144	$134,778
SPDR DOW JONES REIT ETF	AT COST	$49,680	$60,902
MFB NORTHERN FUNDS SMALL CAP INDEX FUND	AT COST	$56,400	$100,173
MFB NORTHERN INTL EQUITY INDEX FUND	AT COST	$365,224	$415,007
MFB NORTHERN FUNDS EMERGING MKTS EQUITY INDEX FUND	AT COST	$209,164	$209,362

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	PREPPAID EXPENSES	Desc
BOY Book Value	$3,200	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$14,068	$0	$0
REGISTRATION FEES	$61	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$300	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt