2025-11-11T15:46:22-06:00 2024-12-31 561588934 SMITH STEVENS & FORD PA POST OFFICE BOX 1225 LENOIR NC 286451225 990PF 2024-01-01 566054119 BROYHILL FAMILY FOUNDATION INC BROY 8287586100 800 HICKORY BLVD SW LENOIR NC 28645 SHEILA TRIPLETT-BRADY EXECUTIVE DIRECTOR 8287586100 2025-10-29 1 1 DAVID F STEVENS P00189144 8287588431 2025-10-29 2024 2025-03-06 01:10:19Z X 47817837 X 0 X 177897 177897 1080713 1080713 1796 1796 1796 2446086 8891606 2446086 287312 287312 3993804 3993804 0 0 0 12790 3198 9592 17622 4405 13217 98016 20584 0 35531 8883 26648 5914 1478 4436 559090 139773 419317 728963 178321 473210 1695560 1695560 2424523 178321 2168770 1569281 3815483 574441 293636 293636 1833812 1579721 1579720 69825 2550315 0 23000 2550315 2550315 18363 20363 20363 8782977 10797872 13579181 18043963 17050983 29380341 428257 16941 1789115 411316 411316 0 2965 2965 31135496 32707171 47817837 61770 35809 21432 0 83202 35809 X 31052294 32671362 31052294 32671362 31135496 32707171 31052294 1569281 50358 32671933 571 32671362 VIRGINIA - NEW KENT PROPERTY P 2024-04-05 3250000 1377799 1872201 1872201 PUBLICLY TRADED SECURITIES P 5589676 5067721 521955 521955 Capital Gains Dividends P 51930 51930 51930 2446086 53035 0 53035 0 53035 56000 0 25000 0 81000 1006 26959 26959 0 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A ALAN DEAL 8287586100 800 HICKORY BLVD SW LENOIR NC 28645 1 OC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 M HUNT BROYHILL 800 HICKORY BLVD SW LENOIR NC 28645 CHAIRMAN & CEO 5.00 0 0 0 DANNY A GILBERT 800 HICKORY BLVD SW LENOIR NC 28645 VICE PRESIDENT 5.00 0 0 0 SHEILA TRIPLETT-BRADY 800 HICKORY BLVD SW LENOIR NC 28645 EXECUTIVE DIRECTOR 35.00 0 0 0 CHRISTOPHER R PAVESE 800 HICKORY BLVD SW LENOIR NC 28645 INVESTMENT OFFICER 5.00 0 0 0 B CLAIRE BROYHILL 800 HICKORY BLVD SW LENOIR NC 28645 DIRECTOR 0.00 0 0 0 CARON J BROYHILL 800 HICKORY BLVD SW LENOIR NC 28645 DIRECTOR 0.00 0 0 0 D EUGENE HENDRICKS 800 HICKORY BLVD SW LENOIR NC 28645 DIRECTOR EMERITUS 0.00 0 0 0 NONE 0 BROYHILL INVESTMENTS INC 800 HICKORY BLVD SW LENOIR NC 28645 MANAGEMENT FEES 284433 0 0 42224715 2687542 2655829 47568086 0 0 47568086 713521 46854565 2342728 2342728 53035 53035 2289693 0 2289693 0 2289693 2168770 0 2168770 2289693 1692381 0 0 2168770 1692381 0 0 476389 0 0 0 0 0 0 0 0 1813304 0 0 0 BROYHILL FAMILY FOUNDATION INC 800 HICKORY BLVD SW LENOIR NC 28645 8287586100 GRANT REQUESTS ACCEPTED IN LETTER FORMAT NONE MUST MEET 501(c)(3) QUALIFICATIONS - PREFERENCE TO CALDWELL COUNTY, NC AND SURROUNDING AREAS. AMERICAN HOME FURNISHINGS ALLIANCE 1912 EASTCHESTER DR SUITE 100 HIGH POINT NC 27265 N/A PC ARTS & MUSEUM SUPPORT 13500 AMERICAN RED CROSS - CATAWBA VALLEY 1375 LENOIR RHYNE BLVD SE 119 HICKORY NC 28601 N/A PC HEALTH & HOSPITALS 12500 AMOREM 902 KIRKWOOD ST NW LENOIR NC 28645 N/A PC HEALTH SUPPORT 400 ANTI-DEFAMIATION LEAGUE FOUNDATION 605 THIRD AVENUE NEW YORK NY 10158 N/A PC FREE ENTERPRISE SUPPORT 12500 APPALACIAN REGIONAL HEALTHCARE FOUNDATION PO BOX 2600 BOONE NC 28607 N/A PC SCHOLARSHIP 10000 ASU FOUNDATION ASU BOX 32156 BOONE NC 28608 N/A PC ARTS SUPPORT 89700 BAPTIST CHILDREN'S HOME OF NC PO BOX 338 THOMASVILLE NC 27361 N/A PC YOUTH DEVELOPMENT 35800 BETHEL COLONY OF MERCY 1675 BETHEL COLONY RD LENOIR NC 28645 N/A PC HEALTH SUPPORT 5400 BILLY GRAHAM EVANGELICAL ASSOCIATION 1 BILLY GRAHAM PARKWAY CHARLOTTE NC 28201 N/A PC RELIGIOUS SUPPORT 15000 BLOWING ROCK CIVIC ASSOCIATION PO BOX 2471 BLOWING ROCK NC 28605 N/A PC CIVIC SUPPORT 5000 BOY SCOUTSPIEDMONT COUNCIL 1222 E FRANKLIN BLVD GASTONIA NC 28054 N/A PC YOUTH DEVELOPMENT 13000 CALDWELL ARTS COUNCIL PO BOX 1613 LENOIR NC 28645 N/A PC ARTS SUPPORT 120000 CALDWELL COMMUNITY COLLEGE & TECHNICAL INSTITUTE FOUNDATION 2855 HICKORY BLVD HUDSON NC 28638 N/A PC EDUCATIONAL SUPPORT 30500 CALDWELL COMMUNITY COLLEGE - CIVIC CENTER 2855 HICKORY BLVD HUDSON NC 28638 N/A PC EDUCATIONAL SUPPORT 15000 CALDWELL COUNCIL ON ADOLESCENT HEALTH 506 WILKESBORO BLVD LENOIR NC 28645 N/A PC YOUTH DEVELOPMENT 10000 CALDWELL COUNTY SCHOOLS 1914 HICKORY BLVD LENOIR NC 28645 N/A PC SCHOLARSHIPS 1500 CALDWELL COUNTY SCHOOLS 1914 HICKORY BLVD LENOIR NC 28645 N/A NC EDUCATIONAL SUPPORT 1000 CALDWELL COUNTY YOKEFELLOW 202 HARPER AVENUE LENOIR NC 28645 N/A PC INDIGENT SUPPORT 40000 CALDWELL FRIENDS 918 WEST AVE NW LENOIR NC 28645 N/A PC YOUTH DEVELOPMENT 4000 CALDWELL HOUSE 951 KENHAM PL SW LENOIR NC 28645 N/A PC CIVIC SUPPORT 15000 CALDWELL MEMORIAL HOSPITAL FOUNDATION PO BOX 1890 LENOIR NC 28645 N/A PC HEALTH SUPPORT 5000 CALDWELL MEN'S CHORUS 910 HEMLOCK DR LENOIR NC 28645 N/A PC ARTS SUPPORT 5000 CALDWELL PEOPLE 414 STONECROFT DR SE LENOIR NC 28645 N/A PC INDIGENT SUPPORT 5000 CALDWELL PREGNANCY CARE CENTER 210 RIDGE STREET LENOIR NC 28645 N/A PC INDIGENT SUPPORT 10000 CALDWELL SENIOR CENTER (THRIVE) 650 PENNTON AVE SW LENOIR NC 28645 N/A PC CIVIC SUPPORT 7500 CATAWBA VALLEY YOUNG LIFE PO BOX 9251 HICKORY NC 28601 N/A PC YOUTH DEVELOPMENT 5000 CITY OF HOPE (AHFI) 202 NEAL PLACE SUITE 101 HIGH POINT NC 27262 N/A PC HEALTH & HOSPITALS 8800 CITY OF LENOIR PO BOX 958 LENOIR NC 28645 N/A GOV CIVIC SUPPORT 3000 CITY OF LENOIR PARKS AND RECREATION PO BOX 958 LENOIR NC 28645 N/A GOV PARKS & RECREATION 66560 COMMUNITIES IN SCHOOLS 616 ASHE AVE NW LENOIR NC 28645 N/A PC YOUTH DEVELOPMENT 6500 CORNERSTONE COUNSELING SERVICE 439 1ST AVE NW HICKORY NC 28601 N/A PC MISCELLANEOUS SUPPORT 5000 CROSSNORE SCHOOL 100 DAR DR CROSSNORE NC 28657 N/A PC EDUCATIONAL SUPPORT 25500 EAGLE ROCK CAMP 113 1ST AVENUE S CONOVER NC 28613 N/A PC MISCELLANEOUS SUPPORT 12500 FAMILY CARE CENTER OF CATAWBA VALLEY 2875 HIGHLAND AVE HICKORY NC 28601 N/A PC INGIGENT SUPPORT 5000 FEDERATION FOR AMERICAN IMMIGRATION REFORM 25 MASSACHUSETTS AVE NW STE 330 WASHINGTON DC 20001 N/A PC FREE ENTERPRISE SUPPORT 2500 FELLOWSHIP OF CHRISTIAN ATHLETES 8710 LEEDS ROAD KANSAS CITY MO 64129 N/A PC YOUTH DEVELOPMENT 10000 FIRST BAPTIST CHURCH MAIN ST LENOIR NC 28645 N/A NC RELIGIOUS SUPPORT 7500 FORT DEFIANCE PO BOX 686 LENOIR NC 28645 N/A PC ARTS SUPPORT 3000 FURNITURE LIBRARY FOUNDATION 1009 N MAIN ST HIGH POINT NC 27262 N/A PC ARTS & MUSEUM SUPPORT 5000 HABITAT FOR HUMANITY OF CALDWELL CO 1216 HARPER AVE LENOIR NC 28645 N/A PC INDIGENT SUPPORT 15000 HART SQUARE FOUNDATION 679 6TH ST NW HICKORY NC 28601 N/A PC ARTS SUPPORT 15000 HELPING HANDS CLINIC 810 HARPER AVENUE LENOIR NC 28645 N/A PC HEALTH SUPPORT 50000 HICKORY MUSEUM OF ART 243 3RD AVE NE HICKORY NC 28601 N/A PC ARTS & MUSEUM SUPPORT 10000 INDEPENDENT COLLEGE FUND OF NC 530 N BLOUNT STREET RALEIGH NC 27604 N/A PC EDUCATIONAL SUPPORT 20000 JAMES C HARPER SCHOOL OF PERFORMING ARTS 1113 COLLEGE AVE SW LENOIR NC 28645 N/A PC ARTS SUPPORT 16000 JESSE HELMS CENTER 3910 US HWY 74E WINGATE NC 28174 N/A PC FREE ENTERPRISE SUPPORT 10000 LENOIR POLICE DEPARTMENT 1035 WEST AVE NW LENOIR NC 28645 N/A GOV CIVIC SUPPORT 3000 LENOIR RHYNE COLLEGE 625 7TH AVE NE HICKORY NC 28601 N/A PC EDUCATIONAL SUPPORT 1500 LENOIR SOUP KITCHEN 1113 COLLEGE AVE SW LENOIR NC 28645 N/A PC INDIGENT SUPPORT 7000 MAKE-A-WISH FOUNDATION 1702 EAST HIGHLAND AVE SUITE 400 PHOENIX AZ 85016 N/A PC INDIGENT SUPPORT 5000 MARCH OF DIMES 1220 COMMERCE ST SW NEWTON NC 28613 N/A PC HEALTH SUPPORT 2500 MARIAH'S CHAPEL PRESERVATION FOUNDATION 5320 GRANDIN RD LENOIR NC 28645 N/A NC RELIGIOUS SUPPORT 3000 NAVY SEAL FOUNDATION 1619 D STREET VIRGINIA BEACH VA 23459 N/A PC CIVIC SUPPORT 25000 OAK HILL DEVELOPMENTCHARTER SCHOOL 4603 OAK HILL SCHOOL RD LENOIR NC 28645 PC EDUCATIONAL SUPPORT 50000 OCEAN REEF MEDICAL 50 BARRACUDA LANE KEY LARGO FL 33037 N/A PC HEALTH SUPPORT 500 PAY IT FORWARD FOOD PANTRY 2058 HARPER AVE NW LENOIR NC 28645 PC INDIGENT SUPPORT 5000 PINEY GROVE BAPTIST CHURCH 2331 PINEY GROVE CIR LENOIR NC 28645 N/A NC RELIGIOUS SUPPORT 200 PREVENT BLINDNESS 225 WEST WACKER DR STE 400 CHICAGO IL 60606 N/A PC HEALTH SUPPORT 2500 ROBIN'S NESTCHILDREN'S ADVOCACY CENTER 1051 HARPER AVE SW LENOIR NC 28645 N/A PC YOUTH DEVELOPMENT 10000 SOUTH CALDWELL CHRISTIAN MINISTRIES 5 QUARRY RD GRANITE FALLS NC 28630 N/A PC INDIGENT SUPPORT 10000 SPECIAL OLYMPICS NC 2200 GATEWAY CENTRE BLVD STE 201 MORRISVILLE NC 27560 N/A PC MISCELLANEOUS SUPPORT 4000 SWIM ACROSS AMERICA 8508 PARK RD 389 CHARLOTTE NC 28210 N/A PC HEALTH SUPPORT 5000 TOMORROW'S AMERICA FOUNDATION 1450 BEERSHEBA RD S CLOVER SC 29710 N/A PC YOUTH DEVELOPMENT 100000 TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DR TRIANGLE VA 22172 N/A PC INDIGENT SUPPORT 1500 WESTERN NC SCULPTURE CENTER 4612 PATTERSON SCHOOL DR LENOIR NC 28645 N/A PC ARTS & MUSEUM 10000 WESTERN PIEDMONT SYMPHONY 243 3RD AVE NE HICKORY NC 28601 N/A PC ARTS SUPPORT 10000 WIG BANK OF CALDWELL COUNTY 226 MULBERRY ST SW LENOIR NC 28645 N/A NC RELIGIOUS SUPPORT 8500 CENTRAL ADVENT CHRISTIAN CHURCH 104 WILLOW STREET LENOIR NC 28645 N/A NC RELIGIOUS SUPPORT 200 CHRIST EPISCOPAL CHURCH 120 E EDENTON ST RALEIGH NC 27601 N/A NC RELIGIOUS SUPPORT 200 HOLY TRINITY LUTHERAN CHURCH 547 6TH ST NW HICKORY NC 28601 N/A NC RELIGIOUS SUPPORT 1000 LENOIR PRESBYTERIAN CHURCH 1002 KIRKWOOD AVE NW LENOIR NC 28645 N/A NC RELIGIOUS SUPPORT 150 RIDGE ROAD BAPTIST CHURCH 2011 RIDGE ROAD RALEIGH NC 27607 N/A NC RELIGIOUS SUPPORT 300 SAINT ANNE'S EPISCOPAL CHURCH 1700 WAINWRIGHT DR RESTON VA 20190 N/A NC RELIGIOUS SUPPORT 250 SAMARITAN'S PURSE 801 BAMBOO RD BOONE NC 28607 N/A PC RELIGIOUS SUPPORT 300000 ST JOHN'S LUTHERAN CHURCH 352 CENTRAL ST HUDSON NC 28638 N/A NC RELIGIOUS SUPPORT 200 ST PETER'S RESTORATION ASSOCIATION 5919 HINGHAM DR NEW KENT VA 23124 N/A PC RELIGIOUS SUPPORT 200 WMC ANNUAL CONF OF UMC PO BOX 2757 HUNTERSVILLE NC 28078 N/A NC RELIGIOUS SUPPORT 300000 CHRIST SCHOOL 500 CHRIST SCHOOL RD ARDEN NC 28704 N/A PC RELIGIOUS SUPPORT 500 ALS THERAPY DEVELOPMENT INST 480 ARSENAL STREET SUITE 201 WATERTOWN MA 02472 N/A PC HEALTH SUPPORT 1500 DIABETES FAMILY CONNECTION 6325 FALL OF NEUSE RD STE 35-241 RALEIGH NC 27615 N/A PC HEALTH SUPPORT 5000 CARING HOUSECAROLINA CARING 3975 ROBINSON RD NEWTON NC 28658 N/A PC HEALTH SUPPORT 5000 HOSPICE OF THE PIEDMONT 1801 WESTCHESTER DRIVE HIGH POINT NC 27262 N/A PC HEALTH SUPPORT 200 SECU FAMILY HOUSE (CHAPEL HILL) 123 OLD MASON FARM RD CHAPEL HILL NC 27517 N/A PC HEALTH SUPPORT 10000 SHELTER HOME OF CALDWELL COUNTY 515 SCROGGS ST NW LENOIR NC 28645 N/A PC INDIGENT SUPPORT 2000 HOPE HEALS 4279 ROSWELL RD NE SUITE 270 ATLANTA GA 30342 N/A PC MISCELLANEOUS SUPPORT 5500 GRANDFATHER STEWARDSHIP FOUNDATION 1204 VILLAGE MARKET PLACE SUITE 245 MORRISVILLE NC 27560 N/A PC PARKS & RECREATION SUPPORT 15000 1695560 ASU FOUNDATION ASU BOX 32156 BOONE NC 28608 N/A PC ARTS & MUSEUM 26000 BAPTIST CHILDREN'S HOME OF NC PO BOX 338 THOMASVILLE NC 27361 N/A PC YOUTH DEVELOPMENT 11000 CALDWELL COMMUNITY COLLEGE & TECHNICAL INSTITUTE FOUNDATION 2855 HICKORY BLVD HUDSON NC 28638 N/A PC EDUCATIONAL SUPPORT 1030000 CALDWELL COUNTY SCHOOLS 1914 HICKORY BLVD SW LENOIR NC 28645 N/A PC EDUCATIONAL SUPPORT 500 CALDWELL ARTS COUNCIL PO BOX 1613 LENOIR NC 28645 N/A PC HEALTH SUPPORT 150000 LENOIR POLICE DEPARTMENT 1035 WEST AVE NW LENOIR NC 28645 N/A GOV CIVIC SUPPORT 3000 PIEDMONT COUNCIL OF BOY SCOUTS 1222 E FRANKLIN BLVD GASTONIA NC 28054 N/A PC YOUTH DEVELOPMENT 13500 TOMORROW'S AMERICA FOUNDATION PO BOX 65 YORK SC 29745 N/A PC YOUTH DEVELOPMENT 100000 WESTERN PIEDMONT SYMPHONY 243 3RD AVE NE HICKORY NC 28601 N/A PC ARTS SUPPORT 20000 1354000 14 177897 14 1080713 16 1796 18 2446086 PARTNERSHIP INCOME 14 287312 0 3706492 287312 3993804 8 GAIN ON SALE OF INVESTMENT SECURITIES HELD FOR CHARITABLE PURPOSES 11a PARTNERSHIP INCOME HELD FOR CHARITABLE PURPOSES 11b MISCELLANEOUS INCOME HELD FOR CHARITABLE PURPOSES 0 0 0 0 0 0 0 0 0 0 SMITH, STEVENS & FORD, PA 17622 4405 13217 CORPORATE STOCK 10797872 13579181 OTHER INVESTMENTS AT COST 14119465 24455154 PARTNERSHIP INTERESTS AT COST 2931518 4925187 LEGAL FEES - SALE OF LAND 12790 3198 9592 FEDERAL EXCISE TAX REFUND RECEIVABLE 2965 2965 PENALTIES 571 ADVISORY FEES 255644 63911 191733 INVESTMENT EXPENSES 3874 969 2905 MISCELLANEOUS 14731 3683 11048 OFFICE SUPPLIES & POSTAGE 408 102 306 MANAGEMENT FEES 284433 71108 213325 PARTNERSHIP INCOME 287312 287312 287312 BOOK TO CASH ACCRUAL DIFFERENCE 50358 EXCISE TAX PAYABLE 21432 0 PROPERTY TAXES 8061 8061 0 FOREIGN TAXES 12523 12523 0 EXCISE TAXES 77432 0 0