MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC (EIN 31-1706010)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-01
- IRS object ID
- 201113059349100206
- Schema version
- 2010v3.4
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-01T15:13:36-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311706010 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY ELDREDGE GREENWELL FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 5619987847 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JON GREENWELL | Name |
| Title | DIRECTOR | Title |
| Phone | 5619987847 | Phone |
| Date Signed | 2011-10-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3058585600 | Phone |
| Date Prepared | 2011-10-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1860521 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 232264 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 14703 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14703 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 34899 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 34899 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -17103 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 82175 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 264763 | TotalRevenueAndExpenses |
| Total Net Investment Income | 49602 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 30000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 12000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 8000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 950 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4296 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4296 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 36196 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17246 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 17600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 17600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 53796 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17246 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25600 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 210967 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32356 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 239327 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 89827 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 89827 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 198883 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 421718 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 434880 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1051702 | InvestmentsOtherBOY |
| Investments Other EOY | 1189334 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1335814 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1489912 | TotalAssetsBOY |
| Total Assets EOY | 1700879 | TotalAssetsEOY |
| Total Assets EOYFMV | 1860521 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1489912 | RetainedEarningsBOY |
| Retained Earnings EOY | 1700879 | RetainedEarningsEOY |
| Total Net Assets BOY | 1489912 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1700879 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1489912 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1700879 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1489912 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 210967 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1700879 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1700879 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 80619 | 99278 | -18659 | -18659 |
| CAPITAL GAINS DIVIDENDS | P | 1556 | 1556 | 1556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -17103 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 42625 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1330616 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.032034 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 44565 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1034275 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043088 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 19850 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1191424 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.016661 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 12800 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 954010 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.013417 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 42200 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 649000 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.065023 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.170223 | TotalDistributionRatio |
| Average Distribution Ratio | 0.034045 | AverageDistributionRatio |
| Net Noncharitable Assets | 1689775 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 57528 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 324 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 57852 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25600 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 647 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 647 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 647 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 9 | PenaltyForUnderpayment |
| Tax Due | 656 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DONALD TESCHER ESQ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5619987847 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1522337 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 193171 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1715508 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1715508 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25733 | CashDeemedCharitable |
| Net Noncharitable Assets | 1689775 | NetNoncharitableAssets |
| Minimum Investment Return | 84489 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 84489 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 647 | TaxBasedOnInvestmentIncome |
| Total Tax | 647 | TotalTax |
| Distributable Amount Before Adj | 83842 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 83842 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 83842 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25600 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 25600 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 25600 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 83842 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 17196 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25600 | QualifyingDistributions |
| Applied To Year1 | 17196 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8404 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 75438 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY GREENWELL | ContributingManager |
| Contributing Manager | JON GREENWELL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 1601 ELM STREET STE 3000 | DALLAS | TX | 75201 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| HILTON HEAD CHRISTIAN ACADEMY | |||||||
| 55 GARDNER DRIVE | HILTON HEAD | SC | 29926 | N/A | SCHOOL | GENERAL OPERATIONS | $3,500 |
| MUSC CHILDREN'S HOSPITAL FUND | |||||||
| P O BOX 250450 | CHARLESTON | SC | 26425 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $11,100 |
| ST ANDREW BY-THE-SEA UNITED METHODIST CHURCH | |||||||
| 20 POPE AVENUE | HILTON HEAD ISLAND | SC | 29928 | N/A | CHURCH | GENERAL OPERATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 17600 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,703 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34,899 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$17,103 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $32,499 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 32499 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | GREENWELL CHARITABLE LEAD ANNUITY T | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 232264 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,900 | Amount |
| Net Investment Income | 950 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MFB NORTHERN FDS BD INDEX FUND | 218051 | 223710 |
| MFB NORTHERN HIGH YIELD FIXED INCOME FUND | 171667 | 175294 |
| MFO VANGUARD FIXED INCOME SECS FD INC | 32000 | 35876 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MFB NORTHERN GLOBAL REAL ESTATE INDEX FUND | AT COST | 38580 | 29946 |
| MFO PIMCO FUNDS PAC INVT MGMT SERIES | AT COST | 76623 | 92975 |
| NORTHERN TRUST EQUITY FUNDS | AT COST | 1030041 | 1165449 |
| MFC SPDR GOLD TR GOLD SHS | AT COST | 44090 | 47444 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 4296 | RevenueAndExpensesPerBooks |
| Net Investment Income | 4296 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |