MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC (EIN 31-1706010)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-13
- IRS object ID
- 201423179349100202
- Schema version
- 2013v3.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T08:09:42-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2699 S BAYSHORE DRIVE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33431 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON GREENWELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5619987847 | PhoneNum |
| Signature | 2014-11-04 | 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 | 2014-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,490,549 | 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 | $13,276 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,276 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $593,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $169,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,027 | 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 | $2,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,488 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $240 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,591 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,607 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $529,628 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $491,985 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $505,727 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,345,835 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,411,989 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,924,215 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,935,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,964,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,490,549 | 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 | $1,935,061 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,964,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,935,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,964,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,935,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,964,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,935,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,964,581 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,964,581 | 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 | $582,711 | $593,853 | -$11,142 | -$11,142 |
| CAPITAL GAINS DIVIDENDS | P | $10,997 | $10,997 | $10,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$145 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,708 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,116,758 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042852 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,010 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,797,966 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046169 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,689,775 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.015150 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,625 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,330,616 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032034 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,565 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,034,275 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043088 | DistributionYr5Rt |
| Total Distribution | 0.179293 | TotalDistributionRt |
| Average Distribution | 0.035859 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,337,722 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,828 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $375 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,203 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,500 | 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 | $375 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $375 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $375 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $375 | 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 | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33431 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $2,232,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,373,322 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,373,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,600 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,337,722 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $375 | TotalTaxAmt |
| Distributable Before Adj | $116,511 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,511 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,511 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $375 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,125 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,511 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,616 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,616 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,884 | 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 | $108,627 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $10,000 |
| CHILDRENS RELIEF FUND | |||||||
| 14 WEDGEFIELD DRIVE | HILTON HEAD | SC | 29926 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $3,500 |
| FARMINGTON FIRE DEPARTMENT | |||||||
| PO BOX 200 | FARMINGTON | CT | 06034 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $250 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 1601 ELM STREET STE 3000 | DALLAS | TX | 75201 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| GLOBAL TRAINING NETWORK | |||||||
| 7558 W THUNDERBIRD | PEORIA | AZ | 85381 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| HEROES ON HORSEBACK | |||||||
| PO BOX 3678 | BLUFFTON | SC | 29910 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| HILTON HEAD CHRISTIAN ACADEMY | |||||||
| 55 GARDNER DRIVE | HILTON HEAD | SC | 29926 | N/A | SCHOOL | GENERAL OPERATIONS | $7,250 |
| HILTON HEAD HEROES INC | |||||||
| P O BOX 6589 | HILTON HEAD | SC | 29938 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| 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 | $42,500 |
| PALMER TRINITY SCHOOL | |||||||
| 7900 SW 176TH STREET | PALMETTO BAY | FL | 33157 | N/A | SCHOOL | GENERAL OPERATIONS | $1,000 |
| 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 |
| 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 | |||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| WISH UPON A HORSE | |||||||
| 190 GREENWOOD DRIVE | HILTON HEAD | SC | 29928 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,500 | 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 | $13,276 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,751 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$145 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,882 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,882 | 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 | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29926 | ZIPCode |
| 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 | $2,975 | Amt |
| Net Investment Income | $1,488 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHERN FDS BD INDEX FUND | $0 | $0 |
| MFB NORTHERN HIGH YIELD FIXED INCOME FUND | $199,134 | $212,081 |
| MFO VANGUARD FIXED INCOME SECS FD INC | $82,051 | $82,286 |
| MFC ISHARES 1-3 YEAR CREDIT BOND | $210,800 | $211,360 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFB NORTHERN GLOBAL REAL ESTATE INDEX FUND | AT COST | $51,157 | $49,839 |
| MFC SPDR GOLD TR GOLD SHS | AT COST | $0 | $0 |
| MFO PIMCO FUNDS PAC INVT MGMT SERIES | AT COST | $80,300 | $67,650 |
| NORTHERN TRUST EQUITY FUNDS | AT COST | $1,280,532 | $1,806,726 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $11,376 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $240 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |