2024-11-01T11:30:15-04:00 2024-06-30 561037874 STOUT STUART MCGOWEN & KING LLP PO BOX 1440 BURLINGTON NC 272161440 990PF 2023-07-01 566040787 SMITH FAMILY FOUNDATION SMIT 3365381000 800 GREEN VALLEY ROAD SUITE 304 GREENSBORO NC 27408 WILLIAM H SMITH TRUSTEE 3365381000 2024-10-30 false D SCOTT RICKARD P00084188 3362267343 2024-10-30 2023 2024-10-15 13:58:12Z X 5768311 X 9902 160890 160890 160890 13066 22968 13066 764 764 184622 173956 161654 59166 47333 11833 1200 600 600 5793 330 330 66489 48263 12433 109833 109833 176322 48263 122266 8300 125693 161654 29637 29935 29935 71025 79027 79027 3207433 3207433 4766888 676741 676741 615989 265402 265402 276472 4250238 4258538 5768311 0 X 4250238 4258538 4250238 4258538 4250238 4258538 4250238 8300 4258538 4258538 64.809 SHS VANGUARD GROWTH INDEX FUN D 2023-12-04 2023-12-04 9902 9902 13066 1747 1747 1747 3140 3140 1393 1393 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 000.00 34166 0 0 JAMES H SMITH JR PO BOX 138 GIBSONVILLE NC 27249 EXECUTIVE DI 000.00 25000 0 0 WILLIAM H SMITH 800 GREEN VALLEY ROAD SUITE 304 GREENSBORO NC 27408 TRUSTEE 000.00 0 0 0 NONE NONE N/A 5285881 130047 0 5415928 5415928 81239 5334689 266734 266734 1747 1747 264987 264987 264987 122266 122266 264987 13694 34624 48318 122266 122266 48318 48318 94403 X ALAMANCE COMMUNITY FOUNDATION 133 E DAVIS ST BURLINGTON NC 27215 NONE PC GIFT 3333 ALAMANCE COUNTY ECONOMIC DEVELOPMENT FOUNDATION PO BOX 450 BURLINGTON NC 27216 NONE PC GIFT 10000 DUKE UNIVERSITY 2080 DUKE UNIVERSITY RD DURHAM NC 27708 NONE PC GIFT 3500 ELON ACADEMY 100 CAMPUS DR ELON NC 27244 NONE PC GIFT 2500 GREENSBORO CHAMBER OF COMMERCE 111 W FEBRUARY 1 PL GREENSBORO NC 27401 NONE PC GIFT 5000 GREENSBORO DAY SCHOOL 5401 LAWNDALE DR GREENSBORO NC 27455 NONE PC GIFT 5000 J HAROLD SMITH SCHOLARS FUND 800 GREEN VALLEY RD SUITE 304 GREENSBORO NC 27408 NONE PC GIFT 5000 METHODIST HOME FOR CHILDREN 1041 WASHINGTON ST RALEIGH NC 27605 NONE PC GIFT 5000 NORTH CAROLINA COMMUNITY FOUNDATION 3737 GLENWOOD AVE SUITE 460 RALEIGH NC 27612 NONE PC GIFT 5000 POSITIVE ATTITUDE YOUTH CENTER 229 N GRAHAM HOPEDALE RD BURLINGTON NC 27217 NONE PC GIFT 2500 RED OAK UNITED METHODIST CHURCH 8285 RED OAK BLVD RED OAK NC 27868 NONE PC GIFT 1000 SWING PALS INC 1600 HILLANDALE RD DURHAM NC 27705 NONE PC GIFT 5000 THE EDUCATIONAL FOUNDATION PO BOX 2446 CHAPEL HILL NC 27515 NONE PC GIFT 27000 THE LAMB'S CHAPEL 3539 ALAMANCE ROAD BURLINGTON NC 27215 NONE PC GIFT 5000 UNC GREENSBORO 1400 SPRING GARDEN ST GREENSBORO NC 27412 NONE PC GIFT 5000 UNITED WAY OF GREATER GREENSBORO 1500 YANCEYVILLE STREET GREENSBORO NC 27405 NONE PC GIFT 10000 VIRGINIA EPISCOPAL SCHOOL 400 VES ROAD LYNCHBURG VA 24503 NONE PC GIFT 10000 109833 14 160890 18 13066 TAX REFUND 764 173956 764 174720 false false false false false false false false false false X X 1 WILLIAM H SMITH 908 SUNSET DRIVE GREENSBORO NC 27408 9902 X 1 64.809 VANGUARD GROWTH INDEX 9902 2023-12-05 INDIRECT ACCOUNTING FEES 1200 600 600 DFA 5 YEAR GLOBAL FIXED INC(DFGBX) 111284 106379 DFA INVESTMENT GRADE (DFAPX) 92051 84379 DFA WORLD EX US GOVT FIXED INC (DWFI 96508 82841 VANGUARD ST INVESTMENT GRADE (VFSIX) 100500 96265 VANGUARD TOTAL BOND MARKET INDEX (VB 276398 246125 DFA EMERGING MARKETS CORE EQUITY (DF 299938 368855 DFA GLOBAL REAL ESTATE SECURITIES (D 128251 123310 DFA INTL CORE EQUITY (DFIEX) 908192 1134500 DFA US CORE EQUITY 2 (DFQTX) 1773538 3033616 DFA US VECTOR EQUITY 97514 106607 HEARTWOOD FORESTLAND REIT III LLC AT COST 27902 21273 INVESTOR AGREEMENT MAKING HIM FAMOUS AT COST 25000 25000 PLEXUS FUND IV LP AT COST 212500 230199 EXPENSES DUES & SUBSCRIPTIONS 330 330 TAX REFUND 764 764 ESTIMATED TAX PAYMENTS 3140 PY TAXES 2514 PY TAXES 139