BETA

SMITH FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SMITH FAMILY FOUNDATION (EIN 56-6040787)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-10
IRS object ID
202223149349100117
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-10T11:45:38-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561037874PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STOUT STUART MCGOWEN & KING LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1440AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP272161440ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN566040787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSMITBusinessNameControlTxt
Phone3365381000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 GREEN VALLEY ROAD SUITE 304AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27408ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM H SMITHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3365381000PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastSMITHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonD SCOTT RICKARDPreparerPersonNm
PTINP00084188PTIN
Phone3362267343PhoneNum
Preparation2022-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,679,634FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$39,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$158,958DividendsRevAndExpnssAmt
Dividends Net Invst Incm$158,958DividendsNetInvstIncmAmt
Dividends Adj Net Incm$158,958DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$155,670NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$314,108GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$109,303CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$354,128TotalRevAndExpnssAmt
Total Net Invst Incm$268,261TotalNetInvstIncmAmt
Total Adj Net Incm$158,958TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$58,073CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$46,458CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$11,615CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$216TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,000OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$61,289TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48,958TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,115TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$287,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$287,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$348,289TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48,958TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$299,115TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,839ExcessRevenueOverExpensesAmt
Net Investment Income$219,303NetInvestmentIncomeAmt
Adjusted Net Income$158,958AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,715CashBOYAmt
Cash EOY$23,767CashEOYAmt
Cash EOYFMV$23,771CashEOYFMVAmt
Sav And Temp Cash Invst BOY$49,644SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,492SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,492SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,104,042CorporateStockBOYAmt
Corporate Stock EOY$2,985,105CorporateStockEOYAmt
Corporate Stock EOYFMV$3,529,619CorporateStockEOYFMVAmt
Corporate Bonds BOY$450,193CorporateBondsBOYAmt
Corporate Bonds EOY$599,069CorporateBondsEOYAmt
Corporate Bonds EOYFMV$549,257CorporateBondsEOYFMVAmt
Other Investments BOY$505,794OtherInvestmentsBOYAmt
Other Investments EOY$505,794OtherInvestmentsEOYAmt
Other Investments EOYFMV$553,495OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,131,388TotalAssetsBOYAmt
Total Assets EOY$4,137,227TotalAssetsEOYAmt
Total Assets EOYFMV$4,679,634TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,131,388RetainedEarningBOYAmt
Retained Earning EOY$4,137,227RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,131,388TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,137,227TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,131,388TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,137,227TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,131,388TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,839ExcessRevenueOverExpensesAmt
Subtotal$4,137,227SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,137,227TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$109,303CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,048InvestmentIncomeExciseTaxAmt
Subtotal$3,048SubtotalAmt
Tax Based On Investment Income$3,048TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,128EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,128TotalPaymentsAndCreditsAmt
Tax Due$1,920TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TRUST COMPANY OF THE SOUTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3365381000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1800 GREEN VALLEY ROAD SUITE 304AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27408ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TRUST COMPANY OF THE SOUTH
800 GREEN VALLEY ROAD SUITE 304GREENSBORONC27408CO-TRUSTEE1.00$33,073$0$0
JAMES H SMITH JR
PO BOX 138GIBSONVILLENC27249EXECUTIVE DI1.00$25,000$0$0
WILLIAM H SMITH
800 GREENVALLEY ROAD SUITE 304GREENSBORONC27408TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,432,257AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,432,257TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,432,257AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,484CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,350,773NetVlNoncharitableAssetsAmt
Minimum Investment Return$267,539MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$267,539MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,048TaxBasedOnInvestmentIncomeAmt
Total Tax$3,048TotalTaxAmt
Distributable Before Adj$264,491DistributableBeforeAdjAmt
Distributable Before Ded$264,491DistributableBeforeDedAmt
Distributable As Adjusted$264,491DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$299,115ExpensesAndContributionsAmt
Qualifying Distributions$299,115QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$264,491DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,272ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$7,210ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$87,669ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,145ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$136,296TotalExcessDistributionCyovAmt
Qualifying Distributions$299,115QualifyingDistributionsAmt
Applied To Current Year$264,491AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,624RemainingDistriFromCorpusAmt
Total Corpus$170,920TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,272ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$166,648ExcessDistriCyovToNextYrAmt
Excess From Year3$7,210ExcessFromYear3Amt
Excess From Year2$87,669ExcessFromYear2Amt
Excess From Year1$37,145ExcessFromYear1Amt
Excess From Current Year$34,624ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
ABC OF NC
905 FRIEDBERG CHURCH RDWINSTON SALEMNC27127NONEPCGIFT$2,500
ALAMANCE COMMUNITY COLLEGE FOUNDATI
PO BOX 8000GRAHAMNC272538000NONEPCGIFT$25,000
ALAMANCE COMMUNITY FOUNDATION
PO BOX 726BURLINGTONNC27216NONEPCGIFT$5,000
ALAMANCE COUNTY ECONOMIC
PO BOX 450BURLINGTONNC27216NONEPCGIFT$10,000DEVELOPMENT FOUNDATION
ALAMANCE COUNTY ENDOWMENT
213 S MAIN STREETGRAHAMNC27253NONEPCGIFT$2,500FOR THE ARTS
ALAMANCE ELDERCARE INC
PO BOX 202BURLINGTONNC272160202NONEPCGIFT$2,500
AMERICAN HEART ASSOCIATION
7029 ALBERT PICK RD 200GREENSBORONC27409NONEPCGIFT$7,500
ARMC FOUNDATION
1240 HUFFMAN MILL ROADBURLINGTONNC27215NONEPCGIFT$2,500
EFLAND UNITED METHODIST CHURCH
34185 US-70EFLANDNC27243NONEPCGIFT$2,500
ELON ACADEMY
2108 CAMPUS BOXELONNC27244NONEPCGIFT$2,500
ETV ENDOWMENT OF SOUTH CAROLINA
401 E KENNEDY ST B1SPARTANBURGSC29302NONEPCGIFT$2,500
FRONT STREET UNITED METHODICT CHURC
PO BOX 2597BURLINGTONNC27216NONEPCGIFT$25,000
GREENSBORO CHAMBER OF COMMERCE
111 W FEBRUARY 1 PLACEGREENSBORONC27401NONEPCGIFT$5,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRGREENSBORONC27455NONEPCGIFT$2,500
GREENSBORO SCIENCE CENTER
4301 LAWNDALE DRIVEGREENSBORONC27455NONEPCGIFT$2,500
GREENSBORO SYMPHONY ORCHESTRA
200 NORTH DAVIE STREETGREENSBORONC27401NONEPCGIFT$2,500
HOSPICE OF ALAMANCE-CASWELL
914 CHAPEL HILL ROADBURLINGTONNC27215NONEPCGIFT$2,500
J HAROLD SMITH CAROLINA SCHOLARS
800 GREEN VALEY ROADGREENSBORONC27408NONEPCGIFT$10,000SUITE 304
METHODIST HOME FOR CHILDREN
1041 WASHINGTON STREETRALEIGHNC27605NONEPCGIFT$7,500
NC COMMUNITY FOUNDATION
4601 SIX FORKS ROADRALEIGHNC27609NONEPCGIFT$15,000SUITE 524
NC FINE WINES SOCIETY
200 TOWN RUN LN NWWINSTON SALEMNC27120NONEPCGIFT$5,000
NC SOCIETY OF THE CINCINNATI
2511 FAIRVIEW DRIVERALEIGHNC27609NONEPCGIFT$2,500
NEW LEAF SOCIETY
PO BOX 4083BURLIONGTONNC27216NONEPCGIFT$2,500
OLD NORTH STATE COUNCIL
PO BOX 29046GREENSBORONC27429NONEPCGIFT$25,000BOY SCOUTS OF AMERICA
PET ADOPTION & WELFARE SOCIETY
PO BOX 2440BURLINGTONNC27216NONEPCGIFT$2,500
POSITIVE ATTITUDE YOUTH CENTER
229 N GRAHAM HOPEDALE RDBURLINGTONNC27217NONEPCGIFT$2,500
RALPH SCOTT LIFESERVICES INC
408 WEST TRADE STREETBURLINGTONNC27217NONEPCGIFT$2,500
RED OAK UNITED METHODIST CHURCH
8285 RED OAK BLVDRED OAKNC27868NONEPCGIFT$2,500
SAINT ANTHONY THE GREAT GREEK ORTHO
3075 LONG MEADOW RDROCK HILLSC29730NONEPCGIFT$5,000
SALVATION ARMY
PO BOX 1238BURLINGTONNC27216NONEPCGIFT$2,500
SOCIONOMICS FOUNDATION
PO BOX 1618GAINESVILLEGA30503NONEPCGIFT$5,000
SWINGPALS INC
PO BOX 2994DURHAMNC27715NONEPCGIFT$2,500
THE EDUCATIONAL FOUNDATION
PO BOX 2446CHAPEL HILLNC27515NONEPCGIFT$37,500
THE LAMB'S CHAPEL
3539 ALAMANCE ROADBURLINGTONNC27215NONEPCGIFT$5,000
THE LEUKEMIA & LYMPHOMA SOCIETY
401 HARRISON OAKS BLVDCARYNC27513NONEPCGIFT$12,000SUITE 200
THE TAFT SCHOOL
110 WOODBURY ROADWATERTOWNCT06795NONEPCGIFT$5,000
UNITED WAY OF GREATER GREENSBORO
1500 YANCEYVILLE STREETGREENSBORONC27405NONEPCGIFT$10,000
UNIVERSITY OF ARIZONA FOUNDATION
PO BOX 210109TUSCONAZ85721NONEPCGIFT$5,000
VIRGINIA EPISCOPAL SCHOOL
400 VES ROADLYNCHBURGVA24503NONEPCGIFT$5,000
WAKE FOREST UNIVERSITY
499 DEACON BOULEVARDWINSTON SALEMNC27105NONEPCGIFT$5,000
WOODBERRY FOREST SCHOOL
402 WOODBERRY STATIONWOODBERRY FORESTVA22989NONEPCGIFT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$287,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$158,958ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$155,670ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$314,628ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$314,628TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILLIAM H SMITHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1908 SUNSET DRIVEAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27408ZIPCd
FieldValueIRS element (for citing)
Total Contributions$39,500TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
116.03 SHARES VIGIX$2,5002021-09-13
164.12 SHARES VIGIX$10,0002021-09-13
1116.01 SHARES VIGIX$15,0002022-05-03
192.81 SHARES VIGIX$12,0002022-05-03

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
92.805 SHS VANGUARD GROWTH INDEX2022-05DONATION2022-05$12,118$12,000$118
116.006 SHS VANGUARD GROWTH INDEX2022-05DONATION2022-05$15,149$15,000$149
5644.885 SHS DFA US CORE EQUITY 22020-06PURCHASE2022-06$165,000$118,938$46,062
64.121 SHS VANGUARD GROWTH INDEX2009-02DONATION2021-09$10,030$10,000$30
16.030 SHS VANGUARD GROWTH INDEX2009-02DONATION2021-09$2,508$2,500$8

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA 5 YEAR GLOBAL FIXED INC(DFGBX)$101,506$95,593
DFA INVESTMENT GRADE (DFAPX)$80,573$74,116
DFA WORLD EX US GOVT FIXED INC (DWFI$83,042$71,208
VANGUARD ST INVESTMENT GRADE (VFSIX)$91,943$86,592
VANGUARD TOTAL BOND MARKET INDEX (VB$242,005$221,748

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQUITY (DF$253,026$277,204
DFA GLOBAL REAL ESTATE SECURITIES (D$106,395$111,199
DFA INTL CORE EQUITY (DFIEX)$852,146$890,414
DFA US CORE EQUITY 2 (DFQTX)$1,773,538$2,250,802

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HEARTWOOD FOREST REIT III LLCAT COST$268,294$264,414
INVESTOR AGREEMENT MAKING HIM FAMOUSAT COST$25,000$25,000
PLEXUS FUND IV LPAT COST$212,500$264,081

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
DUES & SUBSCRIPTIONS$2,000$2,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCY ESTIMATED TAXESCategoryTxt
Amt$216Amt

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