2024-11-14T13:42:24-08:00 2023-12-31 610542989 Clemens Guthrie & Wurth LLP 123 West 4th Street Suite 201 Owensboro KY 42303 990PF 2023-01-01 261337900 The Greenwell Foundation Inc GREE 2706846271 123 West Fourth St 201 Owensboro KY 42303 Michael R Wurth Sec/Treasurer 2024-11-14 true true Michael R Wurth CPA P00364099 2706846271 2023 2024-10-15 13:58:12Z X 1246457 X X 20044 20044 20044 -24403 475226 1386 -4359 20044 21430 8720 376 3275 1538 13909 0 0 62699 62699 76608 0 62699 -80967 20044 21430 15409 19398 19398 47830 61905 61905 10512 10512 9886 535227 403754 643917 470524 502966 511351 1079502 998535 1246457 0 X 1079502 998535 1079502 998535 1079502 998535 1079502 -80967 998535 998535 Covered Short Term Securities P 2023-07-01 2023-12-31 6258 4872 1386 1386 Covered Long Term Securities P 2022-07-01 2023-12-31 467858 494757 -26899 -26899 Capital Gain Dividends 1110 -24403 1386 279 279 279 1088 1088 809 809 false false false false false false false false true KY true false false false false true greenwellfoundation.com Michael R Wurth 2706846271 123 West Fourth St Suite 201 Owensboro KY 42303 false false false false false false false false false false false false false false false false false false false false false false Paul Martin 808 Alexandria Owensboro KY 42303 President/Dir 0.50 0 Marcia Carpenter 1649 Griffith Avenue Owensboro KY 42301 Director 0.50 0 Don P Moore 321 Llwyds Lane Vero Beach FL 32963 Director 0.50 0 R Mitch Settle 2057 Bittel Road Owensboro KY 42301 Director 0.75 0 Michael R Wurth 1700 Brentwood Drive Owensboro KY 42301 Sec/Treasurer 0.25 0 NONE NONE 1094505 98472 0 1192977 0 1192977 17895 1175082 58754 58754 279 279 58475 58475 58475 62699 62699 58475 5267 31385 25234 21101 82987 62699 0 58475 4224 87211 0 5267 81944 31385 25234 21101 4224 X Fresh Start for Women Inc PO Box 1386 Owensboro KY 42302 None 501(c)3 To complete apartment renovations. 13000 Dream Riders of Kentucky 4705 Winkler Road Philpot KY 42366 None 501(c)3 Purchase a Trailmaster Taurus 450-U UUTV. 9699 My Sister's Keeper 2820 West Fourth Street Owensboro KY 42301 None 501 (c)3 Make the building safe and secure and complete renovations. 15000 Help Office of Owensboro 1316 W Fourth Street Owensboro KY 42301 None 501 (c)3 Purchase food as outlined in the GRACI Needs Assessment. 25000 62699 20044 -24403 20044 -24403 -4359 false false false false false false false false false false Expeditors Intl 125 shs 9144 15900 Fastenal Co 443 shs 12215 23641 General Electric Co 197 shs 18845 28717 Union Pacific Corp 70 shs 11024 17193 Alphabet Inc 275 shs 19286 38756 Walt Disney Co 200 shs 28360 18058 Meta Platform Inc 50 shs 11468 17698 Omnicom Group Inc 185 shs 12522 16004 Carmax Inc 140 shs 13021 10744 Home Depot 115 shs 22430 39853 O Reilly Automotive Inc 27 shs 8784 25652 TJX Cos Inc 200 shs 10321 18762 Bank of America Corp 265 shs 8652 8923 Berkshire Hathaway Inc 115 shs 24140 41016 JP Morgan Chase & Co 235 shs 26932 39974 Progressive Corp 285 shs 18238 45395 Charles Schwab Corp 500 shs 25004 34400 US Bancorp 250 shs 11716 10820 Wells Fargo & Co 215 shs 8199 10582 Johnson & Johnson 175 shs 24285 27430 Pfizer Inc 300 shs 10005 8637 TE Connectivity LTD 165 shs 16013 23183 Apple Inc 215 shs 12296 41394 Cisco Sys Inc 175 shs 6508 8841 Microsoft Corp 125 shs 18238 47005 Parker Hannifin 55 shs 16108 25339 10512 9886 US Treasury Note 20,000 AT COST 19593 19764 Dodge & Cox Income Fund 5287.764 shs FMV Artisan Intl Institutional 1576.8 shs FMV American Funds Europacific 1049.197 shs FMV 64668 57454 Virtus Vontobel Emerging 4206.308 shs FMV Ishares Russell Mid-Cap 150 shs FMV 10825 11660 Ishares Core S&P Small Cap 455 shs FMV 43578 49254 Apple Inc Sr Glbl Int 2.85% 10,000 FMV Wells Fargo Co Mtn Fr 4.125% 20,000 FMV Schlumberger Invt Sa Sr Nt 3.65% 10,000 FMV Johnson Institutional Short 9,211.828 sh FMV 8081 7893 Apple Inc Sr Glbl Nt 3.35% 25,000 FMV 23910 24350 Home Depot Inc Sr Glbl 4.50% 25,000 FMV 24389 25505 JPMorgan Chanse & Co Sr Nt 3.9% 25,000 FMV 24320 24612 Parker Hannifin Corp Sr Glbl 3.9% 25,000 FMV 24183 25067 Schwab Charles Corp Sr Glbl Nt 4.625% 25 FMV 24376 25153 Union Pac Corp Sr Glbl Nt 3.95% 25,000 FMV 24075 24787 United Parcel Scvs Inc Sr Glbl Nt 4.45% FMV 24651 25240 Wells Fargo & Co Fr Car Rate 25,000 FMV 23339 24151 Pfizer Invt Enterprises Sr Glbl Nt 4.45% FMV 24524 24987 Tyco Electronics Group S A Sr Glbl 4.50 FMV 24604 24914 Vanguard FTSE Developed Markets 1245 shs FMV 57068 59636 Vanguard FTSE Emerging Markets 1385 shs FMV 56782 56924 Domain Name 40 Filing Fee 15 Office Supplies 95 Web Page 1388 Baird Investment Fees 5220 0 0 0 Contract Services 3500 0 0 0 Foreign Tax 376