2022-11-10T11:45:38-05:00 2022-06-30 561037874 STOUT STUART MCGOWEN & KING LLP PO BOX 1440 BURLINGTON NC 272161440 990PF 2021-07-01 566040787 SMITH FAMILY FOUNDATION SMIT 3365381000 800 GREEN VALLEY ROAD SUITE 304 GREENSBORO NC 27408 WILLIAM H SMITH TRUSTEE 3365381000 2022-11-10 true WILLIAM SMITH 999009999 D SCOTT RICKARD P00084188 3362267343 2022-11-10 2021 2022-09-23 18:48:47Z X 4679634 X 39500 158958 158958 158958 155670 314108 109303 354128 268261 158958 58073 46458 11615 1000 500 500 216 2000 2000 61289 48958 12115 287000 287000 348289 48958 299115 5839 219303 158958 21715 23767 23771 49644 23492 23492 3104042 2985105 3529619 450193 599069 549257 505794 505794 553495 4131388 4137227 4679634 0 X 4131388 4137227 4131388 4137227 4131388 4137227 4131388 5839 4137227 4137227 109303 3048 3048 3048 1128 1128 1920 false false false false false false false true true true false false false false true N/A TRUST COMPANY OF THE SOUTH 3365381000 800 GREEN VALLEY ROAD SUITE 304 GREENSBORO NC 27408 false false false false false false false false false false false false false false false false false false false false TRUST COMPANY OF THE SOUTH 800 GREEN VALLEY ROAD SUITE 304 GREENSBORO NC 27408 CO-TRUSTEE 1.00 33073 0 0 JAMES H SMITH JR PO BOX 138 GIBSONVILLE NC 27249 EXECUTIVE DI 1.00 25000 0 0 WILLIAM H SMITH 800 GREENVALLEY ROAD SUITE 304 GREENSBORO NC 27408 TRUSTEE 1.00 0 0 0 NONE NONE N/A 5432257 0 0 5432257 5432257 81484 5350773 267539 267539 3048 3048 264491 264491 264491 299115 299115 264491 4272 7210 87669 37145 136296 299115 264491 34624 170920 0 4272 166648 7210 87669 37145 34624 X ABC OF NC 905 FRIEDBERG CHURCH RD WINSTON SALEM NC 27127 NONE PC GIFT 2500 ALAMANCE COMMUNITY COLLEGE FOUNDATI PO BOX 8000 GRAHAM NC 272538000 NONE PC GIFT 25000 ALAMANCE COMMUNITY FOUNDATION PO BOX 726 BURLINGTON NC 27216 NONE PC GIFT 5000 ALAMANCE COUNTY ECONOMIC DEVELOPMENT FOUNDATION PO BOX 450 BURLINGTON NC 27216 NONE PC GIFT 10000 ALAMANCE COUNTY ENDOWMENT FOR THE ARTS 213 S MAIN STREET GRAHAM NC 27253 NONE PC GIFT 2500 ALAMANCE ELDERCARE INC PO BOX 202 BURLINGTON NC 272160202 NONE PC GIFT 2500 AMERICAN HEART ASSOCIATION 7029 ALBERT PICK RD 200 GREENSBORO NC 27409 NONE PC GIFT 7500 ARMC FOUNDATION 1240 HUFFMAN MILL ROAD BURLINGTON NC 27215 NONE PC GIFT 2500 EFLAND UNITED METHODIST CHURCH 34185 US-70 EFLAND NC 27243 NONE PC GIFT 2500 ELON ACADEMY 2108 CAMPUS BOX ELON NC 27244 NONE PC GIFT 2500 ETV ENDOWMENT OF SOUTH CAROLINA 401 E KENNEDY ST B1 SPARTANBURG SC 29302 NONE PC GIFT 2500 FRONT STREET UNITED METHODICT CHURC PO BOX 2597 BURLINGTON NC 27216 NONE PC GIFT 25000 GREENSBORO CHAMBER OF COMMERCE 111 W FEBRUARY 1 PLACE GREENSBORO NC 27401 NONE PC GIFT 5000 GREENSBORO DAY SCHOOL 5401 LAWNDALE DR GREENSBORO NC 27455 NONE PC GIFT 2500 GREENSBORO SCIENCE CENTER 4301 LAWNDALE DRIVE GREENSBORO NC 27455 NONE PC GIFT 2500 GREENSBORO SYMPHONY ORCHESTRA 200 NORTH DAVIE STREET GREENSBORO NC 27401 NONE PC GIFT 2500 HOSPICE OF ALAMANCE-CASWELL 914 CHAPEL HILL ROAD BURLINGTON NC 27215 NONE PC GIFT 2500 J HAROLD SMITH CAROLINA SCHOLARS 800 GREEN VALEY ROAD SUITE 304 GREENSBORO NC 27408 NONE PC GIFT 10000 METHODIST HOME FOR CHILDREN 1041 WASHINGTON STREET RALEIGH NC 27605 NONE PC GIFT 7500 NC COMMUNITY FOUNDATION 4601 SIX FORKS ROAD SUITE 524 RALEIGH NC 27609 NONE PC GIFT 15000 NC FINE WINES SOCIETY 200 TOWN RUN LN NW WINSTON SALEM NC 27120 NONE PC GIFT 5000 NC SOCIETY OF THE CINCINNATI 2511 FAIRVIEW DRIVE RALEIGH NC 27609 NONE PC GIFT 2500 NEW LEAF SOCIETY PO BOX 4083 BURLIONGTON NC 27216 NONE PC GIFT 2500 OLD NORTH STATE COUNCIL BOY SCOUTS OF AMERICA PO BOX 29046 GREENSBORO NC 27429 NONE PC GIFT 25000 PET ADOPTION & WELFARE SOCIETY PO BOX 2440 BURLINGTON NC 27216 NONE PC GIFT 2500 POSITIVE ATTITUDE YOUTH CENTER 229 N GRAHAM HOPEDALE RD BURLINGTON NC 27217 NONE PC GIFT 2500 RALPH SCOTT LIFESERVICES INC 408 WEST TRADE STREET BURLINGTON NC 27217 NONE PC GIFT 2500 RED OAK UNITED METHODIST CHURCH 8285 RED OAK BLVD RED OAK NC 27868 NONE PC GIFT 2500 SAINT ANTHONY THE GREAT GREEK ORTHO 3075 LONG MEADOW RD ROCK HILL SC 29730 NONE PC GIFT 5000 SALVATION ARMY PO BOX 1238 BURLINGTON NC 27216 NONE PC GIFT 2500 SOCIONOMICS FOUNDATION PO BOX 1618 GAINESVILLE GA 30503 NONE PC GIFT 5000 SWINGPALS INC PO BOX 2994 DURHAM NC 27715 NONE PC GIFT 2500 THE EDUCATIONAL FOUNDATION PO BOX 2446 CHAPEL HILL NC 27515 NONE PC GIFT 37500 THE LAMB'S CHAPEL 3539 ALAMANCE ROAD BURLINGTON NC 27215 NONE PC GIFT 5000 THE LEUKEMIA & LYMPHOMA SOCIETY 401 HARRISON OAKS BLVD SUITE 200 CARY NC 27513 NONE PC GIFT 12000 THE TAFT SCHOOL 110 WOODBURY ROAD WATERTOWN CT 06795 NONE PC GIFT 5000 UNITED WAY OF GREATER GREENSBORO 1500 YANCEYVILLE STREET GREENSBORO NC 27405 NONE PC GIFT 10000 UNIVERSITY OF ARIZONA FOUNDATION PO BOX 210109 TUSCON AZ 85721 NONE PC GIFT 5000 VIRGINIA EPISCOPAL SCHOOL 400 VES ROAD LYNCHBURG VA 24503 NONE PC GIFT 5000 WAKE FOREST UNIVERSITY 499 DEACON BOULEVARD WINSTON SALEM NC 27105 NONE PC GIFT 5000 WOODBERRY FOREST SCHOOL 402 WOODBERRY STATION WOODBERRY FOREST VA 22989 NONE PC GIFT 5000 287000 14 158958 18 155670 314628 314628 false false false false false false false false false false X X 1 WILLIAM H SMITH 908 SUNSET DRIVE GREENSBORO NC 27408 39500 X 1 16.03 SHARES VIGIX 2500 2021-09-13 1 64.12 SHARES VIGIX 10000 2021-09-13 1 116.01 SHARES VIGIX 15000 2022-05-03 1 92.81 SHARES VIGIX 12000 2022-05-03 INDIRECT ACCOUNTING FEES 1000 500 500 92.805 SHS VANGUARD GROWTH INDEX 2022-05 DONATION 2022-05 12118 12000 118 116.006 SHS VANGUARD GROWTH INDEX 2022-05 DONATION 2022-05 15149 15000 149 5644.885 SHS DFA US CORE EQUITY 2 2020-06 PURCHASE 2022-06 165000 118938 46062 64.121 SHS VANGUARD GROWTH INDEX 2009-02 DONATION 2021-09 10030 10000 30 16.030 SHS VANGUARD GROWTH INDEX 2009-02 DONATION 2021-09 2508 2500 8 DFA 5 YEAR GLOBAL FIXED INC(DFGBX) 101506 95593 DFA INVESTMENT GRADE (DFAPX) 80573 74116 DFA WORLD EX US GOVT FIXED INC (DWFI 83042 71208 VANGUARD ST INVESTMENT GRADE (VFSIX) 91943 86592 VANGUARD TOTAL BOND MARKET INDEX (VB 242005 221748 DFA EMERGING MARKETS CORE EQUITY (DF 253026 277204 DFA GLOBAL REAL ESTATE SECURITIES (D 106395 111199 DFA INTL CORE EQUITY (DFIEX) 852146 890414 DFA US CORE EQUITY 2 (DFQTX) 1773538 2250802 HEARTWOOD FOREST REIT III LLC AT COST 268294 264414 INVESTOR AGREEMENT MAKING HIM FAMOUS AT COST 25000 25000 PLEXUS FUND IV LP AT COST 212500 264081 EXPENSES DUES & SUBSCRIPTIONS 2000 2000 CY ESTIMATED TAXES 216