MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC (EIN 31-1706010)
Tax period: 2014-07-01 to 2015-06-30
Filed: 2015-09-10
IRS object ID: 201542539349100509
Schema version: 2014v5.0
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 Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-09-10T13:58:53-05:00	ReturnTs
Tax Period End	2015-06-30	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	2014-07-01	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 FOUNDATION INC	BusinessNameLine1Txt

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	2015-08-24	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	2015-08-24	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,463,532	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
Interest On Sav Rev And Expnss	$1	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$61,721	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$61,721	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$12,046	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$164,876	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$12,046	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$2,504	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$195,001	TotalRevAndExpnssAmt
Total Net Invst Incm	$73,768	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$30,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$12,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$8,000	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,075	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,538	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$375	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$12,921	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$46,371	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$13,538	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$8,000	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$111,455	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$111,455	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$157,826	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$13,538	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$119,455	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$37,175	ExcessRevenueOverExpensesAmt
Net Investment Income	$60,230	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$60,607	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$128,822	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$128,822	SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY	$491,985	CorporateBondsBOYAmt
Corporate Bonds EOY	$343,056	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$335,366	CorporateBondsEOYFMVAmt
Other Investments BOY	$1,411,989	OtherInvestmentsBOYAmt
Other Investments EOY	$1,529,878	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,999,344	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,964,581	TotalAssetsBOYAmt
Total Assets EOY	$2,001,756	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,463,532	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	$1,964,581	RetainedEarningBOYAmt
Retained Earning EOY	$2,001,756	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,964,581	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,001,756	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,964,581	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,001,756	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,964,581	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$37,175	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,001,756	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,001,756	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	$152,682	$152,830	-$148	-$148
CAPITAL GAINS DIVIDENDS	P	$12,194		$12,194	$12,194

Field	Value	IRS element (for citing)
Capital Gain Net Income	$12,046	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$103,125	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$2,337,722	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.044113	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$90,708	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$2,116,758	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.042852	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$83,010	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,797,966	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.046169	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$25,600	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,689,775	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.015150	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$42,625	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,330,616	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.032034	DistributionYr5Rt
Total Distribution	0.180318	TotalDistributionRt
Average Distribution	0.036064	AverageDistributionRt
Net Vl Noncharitable Assets	$2,483,428	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$89,562	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$602	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$90,164	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$119,455	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	$602	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$602	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$602	TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$8	EsPenaltyAmt
Tax Due	$610	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
DONALD TESCHER
4855 TECHNOLOGY WAY SUITE 720	BOCA RATON	FL	33431	DIRECTOR	1.00	$0	$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	$2,360,934	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$160,313	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,521,247	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,521,247	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$37,819	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,483,428	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$124,171	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$124,171	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$602	TaxBasedOnInvestmentIncomeAmt
Total Tax	$602	TotalTaxAmt
Distributable Before Adj	$123,569	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$2,500	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$126,069	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$126,069	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$119,455	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$119,455	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$602	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$118,853	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$126,069	DistributableAsAdjustedAmt
Undistributed Income PY	$108,627	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$119,455	QualifyingDistributionsAmt
Applied To Year1	$108,627	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$10,828	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	$115,241	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 (17 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	$5,000
CALLANWOLDE FOUNDATION
980 BRIARCLIFF ROAD NE	ATLANTA	GA	30308	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
CHILDRENS RELIEF FUND
14 WEDGEFIELD DRIVE	HILTON HEAD	SC	29926	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$4,500
CHOPRA CENTER FOUNDATION
2013 COSTS DEL MAR ROAD	CARLSBAD	CA	92009	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$5,150
HEROES ON HORSEBACK
PO BOX 3678	BLUFFTON	SC	29910	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$1,500
HILTON HEAD CHRISTIAN ACADEMY
55 GARDNER DRIVE	HILTON HEAD	SC	29926	N/A	SCHOOL	GENERAL OPERATIONS	$2,750
HILTON HEAD HEROES INC
P O BOX 6589	HILTON HEAD	SC	29938	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$5,000
HILTON HEAD HUMANE SOCIETY
10 HUMANE WAY	HILTON HEAD	SC	29926	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$1,500
HOSPICE CARE OF THE LOWCOUNTRY
PO BOX 3827	BLUFFTON	SC	29910	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$3,050
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	$58,400
POLICE OFFICER ASSISTANT TRUST
1030 NW 111TH AVENUE	MIAMI	FL	33172	N/A	PUBLIC CHARITY	GENERAL OPERATIONSGENERAL OPERATIONSGENERAL OPERATIONS;LISTTOTAL 3000;LISTTOTAL 2500	$2,500
ROTARY INTERNATIONAL
PO BOX 22565	HILTON HEAD	SC	29925	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$500
ST ANDREW BY-THE-SEA UNITED METHODIST CHURCH
20 POPE AVENUE	HILTON HEAD ISLAND	SC	29928	N/A	CHURCH	GENERAL OPERATIONS	$6,500
SUSAN G KOMEN BREAST CANCER
531 SOUTH MAIN STREET ML-10	GREENVILLE	SC	29601	N/A	PUBLIC CHARITY	PAN MASS CHALLENGE	$2,500
UNITED WAY OF LOWCOUNTRY
P O BOX 202	BEAUFORT	SC	29901	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$3,500
WISH UPON A HORSE
190 GREENWOOD DRIVE	HILTON HEAD	SC	29928	N/A	PUBLIC CHARITY	GENERAL OPERATIONS	$1,605

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$111,455	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$61,721	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$12,046	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
CONTRIBUTIONS RETURNED	01	$2,500
OTHER INCOME	01	$4

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$76,272	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$76,272	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 Person	GREENWELL CHARITABLE LEAD ANNUITY T	ContributorPersonNm

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	$3,075	Amt
Net Investment Income	$1,538	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	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	$197,703
MFC ISHARES 1-3 YEAR CREDIT BOND	$57,970	$57,932
MFO VANGUARD FIXED INCOME SECS FD INC	$82,157	$79,731

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MFB NORTHERN GLOBAL REAL ESTATE INDEX FUND	AT COST	$51,157	$48,635
MFO PIMCO FUNDS PAC INVT MGMT SERIES	AT COST	$107,658	$72,052
NORTHERN TRUST EQUITY FUNDS	AT COST	$1,371,063	$1,878,657

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$12,860	$0	$0
REGISTRATION FEES	$61	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
CONTRIBUTIONS RETURNED	$2,500	$2,500
OTHER INCOME	$4	$4

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$375	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt