SMITH FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: SMITH FAMILY FOUNDATION (EIN 56-6040787)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2019-11-18
IRS object ID: 201903229349100615
Schema version: 2018v3.0
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
Form 990-PF
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Notes Loans Rcvbl Long Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-18T13:00:21-06:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	010604131	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	TRUST PROCESSING SOLUTIONS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 894	AddressLine1Txt
City	MILFORD	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45140	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	566040787	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SMITH FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SMIT	BusinessNameControlTxt
Phone	3365381000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	800 GREEN VALLEY ROAD SUITE 304	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27408	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM H SMITH	PersonNm
Person Title	OFFICER	PersonTitleTxt
Phone	3365381000	PhoneNum
Signature	2019-11-18	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DOUG HART	PreparerPersonNm
PTIN	P00241831	PTIN
Phone	5137748805	PhoneNum
Preparation	2019-11-18	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	216.68.127.170	IPv4AddressTxt

Field	Value	IRS element (for citing)
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	55FDC5396022CAE0D7132A0D7CC9C1E05E24FA7A	AtSubmissionCreationDeviceId
At Submission Filing Device Id	55FDC5396022CAE0D7132A0D7CC9C1E05E24FA7A	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$4,545,522	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$94,051	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$94,051	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$173,381	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$240,018	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$173,381	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$324	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$267,756	TotalRevAndExpnssAmt
Total Net Invst Incm	$267,432	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$55,543	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$45,545	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$9,998	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$5,915	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,211	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss	$1,630	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,337	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$293	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$63,088	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$49,093	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$10,291	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$224,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$224,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$287,088	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$49,093	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$234,291	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$19,332	ExcessRevenueOverExpensesAmt
Net Investment Income	$218,339	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$93,586	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$85,796	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$85,796	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$50,000	OtherNtsAndLoansRcvblBOYAmt
Corporate Stock BOY	$2,278,681	CorporateStockBOYAmt
Corporate Stock EOY	$2,212,043	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,503,155	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$534,205	CorporateBondsBOYAmt
Corporate Bonds EOY	$534,205	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$552,398	CorporateBondsEOYFMVAmt
Other Investments BOY	$294,870	OtherInvestmentsBOYAmt
Other Investments EOY	$374,992	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$404,173	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$3,251,342	TotalAssetsBOYAmt
Total Assets EOY	$3,207,036	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,545,522	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$3,251,342	CapitalStockBOYAmt
Capital Stock EOY	$3,207,036	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,251,342	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,207,036	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,251,342	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,207,036	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,251,342	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$19,332	ExcessRevenueOverExpensesAmt
Other Increases	$26	OtherIncreasesAmt
Subtotal	$3,232,036	SubtotalAmt
Other Decreases	$25,000	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,207,036	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
1941.954 VANGUARD GROWTH INDEX INSTL	2012-07-09	2019-06-03	$151,084	$66,637	$84,447	$84,447
CAPITAL GAIN DIVIDENDS					$88,934		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$173,381	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$226,937	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,852,093	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.046771	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$219,830	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$4,410,527	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.049842	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$217,135	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$4,233,588	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.051289	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$226,365	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,557,539	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.049668	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$782,729	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$4,483,838	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.174567	DistributionYr5Rt
Total Distribution	0.372137	TotalDistributionRt
Average Distribution	0.074427	AverageDistributionRt
Net Vl Noncharitable Assets	$4,628,966	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$344,520	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,183	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$346,703	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$234,291	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,367	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$4,367	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$4,367	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,336	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$4,336	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$31	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NC	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	TRUST COMPANY OF THE SOUTH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3365381000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	800 GREEN VALLEY ROAD SUITE 304	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27408	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
TRUST COMPANY OF THE SOUTH
800 GREEN VALLEY ROAD	GREENSBORO	NC	27408	TRUSTEE	1	$30,543
JAMES H SMITH JR
223 SHADY DRIVE	BURLINGTON	NC	272154854	EXECUTIVE DIRECTOR	8	$25,000
WILLIAM H SMITH
C/O TRUST COMPANY OF THE SOUTH	GREENSBORO	NC	27408	OFFICER	1	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$4,565,292	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$134,166	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,699,458	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,699,458	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$70,492	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,628,966	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$231,448	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$231,448	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,367	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,367	TotalTaxAmt
Distributable Before Adj	$227,081	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$227,081	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$227,081	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$234,291	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$234,291	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$234,291	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$227,081	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$337,264	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,313	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$7,800	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$4,272	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$351,649	TotalExcessDistributionCyovAmt
Qualifying Distributions	$234,291	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$227,081	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$7,210	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$358,859	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$337,264	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$21,595	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,313	ExcessFromYear4Amt
Excess From Year3	$7,800	ExcessFromYear3Amt
Excess From Year2	$4,272	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$7,210	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
UNIVERSITY OF NC AT CHAPEL HILL
ENDOWMENT FOR PHILOSOPHYPOLITICS & ECON	PO BOX 309	CHAPEL HILL	NC	27514	NONE	PC	GIFT	$7,500
PET ADOPTION & WELFARE SOCIETY
	PO BOX 2440	BURLINGTON	NC	27216	NONE	PC	GIFT	$2,500
ELON ACADEMY
ALAMANCE BUILDING 216	2108 CAMPUS BOX	ELON	NC	27244	NONE	PC	GIFT	$2,500
SALVATION ARMY
	PO BOX 1238	BURLINGTON	NC	27216	NONE	PC	GIFT	$2,500
ROTARY CAROUSEL LLC
	330 SOUTH GREENE STREET STE 304	GREENSBORO	NC	27401	NONE	PC	GIFT	$5,000
THE TAFT SCHOOL
	110 WOODBURY ROAD	WATERTOWN	CT	06795	NONE	PC	GIFT	$2,500
OLD NORTH STATE COUNCIL
	1405 WESTOVER TERRACE	GREENSBORO	NC	27408	NONE	PC	GIFT	$2,500
SOCIONOMICS FOUNDATION
	PO BOX 1618	GAINESVILLE	GA	30503	NONE	PC	GIFT	$3,000
WAKE FOREST UNIVERSITY
	PO BOX 7227	WINSTONSALEM	NC	27109	NONE	CHARITY	GIFT	$5,000
REASON FOUNDATION
	5737 MESMER AVE	LOS ANGELES	CA	90230	NONE	PC	GENERAL	$2,500
CORNELIUS MULLER PRODUCTIONS INC
	PO BOX 2474	BURLINGTON	NC	27216	NONE	PC	GENERAL	$2,500
SAINT BASIL ORTHODOX CHURCH
	4601 BLUE CLAY ROAD	CASTLE HAYNE	NC	28429	NONE	PC	GENERAL	$3,000
FRONT STREET UMC
	PO BOX 2597	BURLINGTON	NC	27216	NONE	PC	GIFT	$17,500
ALAMANCE COUNTY ECONOMIC
DEVELOPMENT FOUNDATION	PO BOX 450	BURLINGTON	NC	27216	NONE	PC	GIFT	$16,000
NEW LEAF SOCIETY
ATTN JANICE BURGESS	PO BOX 4083	BURLINGTON	NC	27216	NONE	PC	PUBLIC SUPPORT	$12,500
SWINGPALS INC
	PO BOX 2994	DURHAM	NC	27715	NONE	PC	GIFT	$2,500
J HAROLD SMITH CAROLINA SCHOLARS FUND
SUITE 304	800 GREEN VALLEY RD	GREENSBORO	NC	27408	NONE	PC	GIFT	$15,000
VIRGINIA EPISCOPAL SCHOOL
	400 VES ROAD	LYNCHBURG	VA	24503	NONE	PC	GIFT	$2,500
WOODBERRY FOREST SCHOOL
	402 WOODBERRY STATION	WOODBERRY FOREST	VA	22989	NONE	PC	GIFT	$2,500
ALAMANCE COUNTY CHAMBER OF COMMERCE
	610 SOUTH LEXINGTON AVE	BURLINGTON	NC	27215	NONE	PC	GIFT	$5,000
ARMC FOUNDATION
	PO BOX 202	BURLINGTON	NC	27216	NONE	PC	GIFT	$2,500
METHODIST HOME FOR CHILDREN
	1041 WASHINGTON ST	RALEIGH	NC	27605	NONE	PC	GIFT	$2,500
ALAMANCE COUNTY ENDOWMENT
FOR THE ARTS	213 SOUTH MAIN STREET	GRAHAM	NC	27253	NONE	PC	GIFT	$2,500
RALPH SCOTT LIFESERVICES INC
	408 WEST TRADE STREET	BURLINGTON	NC	27217	NONE	PC	GIFT	$2,500
HOSPICE OF ALAMANCE-CASWELL
ATTN CAROLINE DURHAM	914 CHAPEL HILL ROAD	BURLINGTON	NC	27215	NONE	PC	GIFT	$2,500
ALAMANCE COMMUNITY FOUNDATION
	330 S GREENE STREET SUITE 100	GREENSBORO	NC	27401	NONE	PC	GIFT	$3,000
BURLINGTON DOWNTOWN CORP
	PO BOX 761	BURLINGTON	NC	272160761	NONE	PC	PUBLIC SUPPORT	$2,500
BOY SCOUTS OF AMERICA
	PO BOX 29046	GREENSBORO	NC	27429	NONE	PC	GIFT	$25,000
ALAMANCE ELDER CARE INC
	PO BOX 202	BURLINGTON	NC	272160202	NONE	PC	GIFT	$2,500
POSITIVE ATTITUDE YOUTH CENTER
	229 N GRAHAM HOPEDALE RD	BURLINGTON	NC	27217	NONE	PC	PUBLIC SUPPORT	$2,500
THE EDUCATION FOUNDATION
	PO BOX 2446	CHAPEL HILL	NC	27515	NONE	PC	GIFT	$34,000
GREENSBORO SYMPHONY ORCHESTRA
	200 NORTH DAVIE STREET	GREENSBORO	NC	27401	NONE	PC	PUBLIC SUPPORT	$2,500
MT BETHEL UNITED METHODIST CHURCH
	PO BOX 27	BAHAMA	NC	27503	NONE	PC	GIFT	$5,000
NC COMMUNITY FOUNDATION
	3737 GLENWOOD AVE SUITE 460	RALEIGH	NC	27612	NONE	PC	GIFT	$10,000
UNIVERSITY OF ARIZONA FOUNDATION
	PO BOX 210109	TUCSON	AZ	85721	NONE	PC	GIFT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$224,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$94,051	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$173,381	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$267,756	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$267,756	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	BOOK VALUE ADJ	Desc
Amt	$25,000	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER ALLOCABLE EXPENSE-PRINCI	Desc
Revenue And Expenses Per Books	$1,630	RevenueAndExpensesPerBooksAmt
Net Investment Income	$1,337	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$293	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Revenue And Expenses Per Books	$324	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ROUNDING	Desc
Amt	$26	Amt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Field	Value	IRS element (for citing)
Person	COMPANY SHOPS	PersonNm

Field	Value	IRS element (for citing)
Loan Original	$50,000	LoanOriginalAmt
Note	2010-03	NoteDt
Interest	0	InterestRt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$2,211	$2,211	$0
FEDERAL ESTIMATES - PRINCIPAL	$3,704	$0	$0

SMITH FAMILY FOUNDATION: Form 990PF, tax year 2018

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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