2021-05-06T09:06:09-05:00 2020-12-31 562280321 Whitley Hyder & Sigmon PA P O Box 1388 Hickory NC 286031388 990PF 2020-01-01 566526359 William Harold Smith Charitable Trust WILL 8286529443 1105 Airport Road Marion NC 28752 Matt Smith Trustee 8286529443 2021-05-05 1 Matt Smith 999009999 Johnny R Whitley P00235377 8283277700 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 5554708 X X 875 875 231685 231685 16475 16475 6606 805 13067 805 1099 1099 250939 250939 33863 0 33863 3623 0 3623 8888 0 0 13608 9869 3739 59982 9869 41225 209250 209250 269232 9869 250475 -18293 241070 118085 119051 119051 250978 250978 428451 3938193 3925496 4772005 199203 43909 161856 155294 235201 4469112 4450819 5554708 0 0 X 0 0 0 0 4469112 4450819 4469112 4450819 4469112 4450819 4469112 -18293 0 4450819 0 4450819 FNMA REMIC Trust 2001-79 P 2006-12-12 2020-02-26 1000 1000 0 0 FNMA REMIC Trust 2001-79 P 2006-12-12 2020-12-28 1000 1000 0 0 Qwest Corporation P 2010-11-10 2020-01-15 10164 10164 0 0 Lehman Brothers Holdings Inc P 2020-10-02 20 20 0 0 Lehman Brothers Holdings Inc P 2020-10-02 78 78 0 0 Lehman Brothers Holdings Inc P 2006-12-12 2020-04-03 17 17 17 Lehman Brothers Holdings Inc P 2006-12-12 2020-10-01 20 20 20 Lehman Brothers Holdings Inc P 2006-12-12 2020-04-03 67 67 67 Lehman Brothers Holdings Inc P 2006-12-12 2020-10-01 78 78 78 Capital Gains Dividends P 623 623 623 805 3351 0 3351 0 3351 5960 0 0 0 5960 0 2609 2609 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A Matt Smith 8286529443 1105 Airport Rd Marion NC 28752 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 J Matt Smith 1105 Airport Rd Marion NC 28752 Trustee & Member 10.00 27242 0 0 Mitchell D Goodson 313 Pinecrest Drive Marion NC 28752 Chairman & Member 3.25 6621 0 0 David H Ditt 2070 Rutherford Road Marion NC 28752 Committee Menber 1.00 0 0 0 Jerry F Arnold 640 State Street Marion NC 28752 Committee Menber 1.00 0 0 0 Edwin H Spivey III 35 West Carson St Old Fort NC 28762 Committee Menber 1.00 0 0 0 NONE 0 NONE 0 Scholarships - Colleges and Universities $183,500 Operating and Admin Expenses $36,150 219650 McDowell Technical Community College $25,750 Operating and Admin Expenses $5,075 30825 N/A 0 0 4960367 152033 235201 5347601 0 0 5347601 80214 5267387 263369 263369 3351 3351 260018 0 260018 0 260018 250475 0 250475 0 250475 260018 0 0 70620 62691 57225 80819 52778 324133 250475 0 0 0 250475 0 9543 9543 314590 0 0 0 0 0 0 61077 253513 62691 57225 80819 52778 Matt Smith 1105 Airport Rd Marion NC 28752 8286529443 See Attached Application April 2 Each Year April 2 Each Year See Attached Application McDowell Technical College 54 College Drive Marion NC 28752 None College Scholarships, Operating and Admin Expenses 25750 Appalachian State University ASU PO Box 32005 Boone NC 28608 None NC Scholarships 35500 Belmont Abbey College 100 Belmont - Mt Holly Rd Belmont NC 28012 None NC Scholarships 2000 Brevard College One Brevard College Road Brevard NC 28712 None Scholarships 3000 Brigham Young University - Idaho 525 South Center St Rexburg ID 83460 None Scholarships 1000 Centre College 600 West Walnut St Danville KY 40422 None Scholarships 4000 East Carolina University Mail Stop 230 Greenville NC 27858 None Scholarships 15000 East Tennessee State University P O Box 70719 Johnson City TN 37614 None Scholarships 3000 Gardner-Webb University P O Box 7324 Boiling Springs NC 28017 None Scholarships 15000 Lenior-Rhyne University LR Box 7227 Hickory NC 28603 None Scholarships 7000 Liberty University P O Box 10425 Lynchburg VA 24502 None Scholarships 2000 Mars Hill University P O Box 370 Mars Hill NC 28754 None Scholarships 3000 Montreat College P O Box 1267 Montreat NC 28757 None Scholarships 10000 North Carolina A&T State University 1601 East Market St Greensboro NC 27411 None Scholarships 2000 North Carolina State University 2005 Harris Hall Campus Box 7213 Raleigh NC 27695 None Scholarships 21000 Oklahoma City University School of Law 2501 N Blackwelder Oklahoma City OK 73106 None Scholarships 6000 University of North Carolian at Asheville One University Heights Asheville NC 28804 None Scholarships 13000 University of North Carolina at Chapel Hill 450 Ridge Road CB 1400 ChapelHill NC 27599 None Scholarships 7000 University of North Carolian at Charlotte 9201 University City Blvd Charlotte NC 28223 None Scholarships 3000 University of North Carolian at Greensboro P O Box 26170 Greensboro NC 27402 None Scholarships 5000 University of North Carolian at Wilmington 601 South College Rd Wilmington NC 28403 None Scholarships 2000 Western Carolina University 1 University Drive Cullowhee NC 28723 None Scholarships 18000 Wingate University P O Box 159 Wingate NC 28174 None Scholarships 8000 Winston-Salem State University 601 South MLK Jr Drive Winston Salem NC 27110 None Scholarships 2000 Brigham Young University - Idaho 525 South Center St Rexburg ID 83460 Unused Scholarships Returned -1500 Warren Wilson College P O Box 9000 Asheville NC 28815 Unused Scholarships Returned -2500 209250 0 14 875 14 231685 16 6606 14 1099 14 623 182 0 240888 182 241070 8 Gain on sale of investments. 0 0 0 0 0 0 0 0 0 0 Whitley, Hyder & Sigmon, P.A. 3623 0 3623 Raymond James - Various 3925496 4772005 Raymond James - REIT 63175 52008 Raymond James - Stocks 187803 376443 Residential - Rutherford Road 53491 14313 39178 Residential - Laurelwood 123212 29596 93616 Residential - Rutherford Road - Land 15000 0 15000 Residential - Laurelwood - Land 7500 0 7500 Office Supplies & Expenses 3004 0 3004 Rental House Expenses 3307 3307 0 Internet Telephone 735 0 735 Investment Depreciation 6562 6562 0 Petro Gas Securities 599 599 599 Investor Fund QSF Distribution 500 500 500 Tax on Investment Income 8888 0 0