2025-06-18T07:17:44-05:00 2024-12-31 204831046 FAIR ISLE ADVISORS 1101 NORWALK STREET GREENSBORO NC 27407 990PF 2024-01-01 581574762 MILES J SMITH FAMILY FOUNDATION MILE 3364822444 1101 NORWALK STREET GREENSBORO NC 27407 E HAYES SMITH PRESIDENT 3364822444 2025-06-17 1 0 LESLIE L ANDERSON P00021396 3364822444 2025-06-17 2024 2025-03-06 01:10:19Z X 9708374 X 4802309 27 27 213803 207979 -758238 400000 0 1008 0 4258909 208006 0 0 0 5695 0 5695 15 0 15 5710 0 5710 213445 213445 219155 0 219155 4039754 208006 9031 9218 9218 322526 322526 377661 5593262 4583430 3686522 421425 6769488 5634973 6346244 11684662 9708374 0 0 X 0 0 0 0 6346244 11684662 6346244 11684662 6346244 11684662 6346244 4039754 1384320 11770318 85656 11684662 PUBLICLY TRADED SECURITIES 400000 1009832 -609832 -609832 K-1: IRONWOOD DEVELOPMENT P -148406 -148406 -758238 2891 0 2891 0 2891 3015 0 0 0 3015 0 124 124 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 N/A E HAYES SMITH 7046334296 401 WEST INNES ST 2ND FLOOR SALISBURY NC 28144 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 E HAYES SMITH SR 401 W INNES STREET 2ND FLOOR SALISBURY NC 28144 PRESIDENT 1.00 0 0 0 MILES J SMITH III 401 W INNES STREET 2ND FLOOR SALISBURY NC 28144 VICE PRESIDENT 1.00 0 0 0 D KENAN SMITH 401 W INNES STREET 2ND FLOOR SALISBURY NC 28144 TREASURER AND SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 4515896 269016 3409442 8194354 0 0 8194354 122915 8071439 403572 403572 2891 1012 3903 399669 0 399669 0 399669 219155 0 219155 399669 213447 0 0 219155 213447 0 0 5708 0 0 0 0 0 0 0 0 393961 0 0 0 X AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE PC 2024 OPERATIONAL SUPPORT 5000 APPALACHIAN STATE UNIVERSITY FOUNDATION PO BOX 32064 BOONE NC 286082064 NONE PC WALKER COLLEGE DEAN'S CLUB 20000 COMMUNITY CARE CLINIC 315-G MOCKSVILLE AVE SALISBURY NC 28144 NONE PC TO SUPPORT A FREE CLINIC THAT PROVIDES HEALTHCARE TO LOW-INCOME, UNINSURED PERSONS IN THE COMMUNITY 1500 COVENANT CLASSICAL SCHOOL 3200 PATRICK HENRY DRIVE CONCORD NC 28027 NONE PC TO SUPPORT PRIMARY AND SECONDARY EDUCATION 10000 MEALS ON WHEELS OF ROWAN COUNTY PO BOX 1914 SALISBURY NC 28145 NONE PC TO SUPPORT PROVIDING MEALS AND VISITING THE HOMEBOUND OF ROWAN COUNTY 6000 NORTH HILLS CHRISTIAN SCHOOL 2970 W INNES ST SALISBURY NC 28144 NONE PC SCHOOL YEAR FUND SUPPORT 10000 NOVANT HEALTH ROWAN MEDICAL CENTER FOUNDATION 130 MOCKSVILLE AVENUE SALISBURY NC 28144 NONE PC TO SUPPORT THE UNRESTRICTED PATIENT CARE FUND 1000 ROWAN COUNTY SHERIFF'S OFFICE 232 N MAIN ST SALISBURY NC 28144 NONE PC ROWAN SHERIFF'S BENEVOLENT FUND 2689 ROWAN HELPING MINISTRIES 226 NORTH LONG ST SALISBURY NC 28144 NONE PC FOR SUPPORT OF ROWAN COUNTY FAMILIES THAT ARE VERGING ON HOMELESSNESS AND FACING SIGNIFICANT FINANCIAL CHALLENGES 6500 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC 2024 OPERATIONAL SUPPORT 83189 SAVING GRACE FARM 725 JACKSON RD SALISBURY NC 28146 NONE PC TO SUPPORT EQUINE ASSISTED ACTIVITIES FOR PEOPLE WITH SPECIAL NEEDS, DISABILITIES, YOUTH AT-RISK, SENIORS, VETERANS AND THOSE WHO HAVE EXPERIENCED TRAUMA 2689 STONEBRIDGE CHURCH COMMUNITY 3700 PROSPERITY CHURCH RD CHARLOTTE NC 28269 NONE PC SUPPORT FOR BRIDGE TO INDIA PROGRAM 10000 THIRD MILLENIUM MINISTRIES 316 LIVE OAKS BLVD CASSELBERRY FL 32707 NONE PC 2024 CURRICULUM SUPPORT 5000 YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 NONE PC SUPPORT FOR EFFORTS TO REACH KIDS FOR CHRIST 5000 FIRST BAPTIST CHURCH 223 N FULTON ST SALISBURY NC 281444223 NONE PC 2024 OPERATIONAL SUPPORT 30000 FIRST PRESBYTERIAN CHURCH 308 W FISHER ST SALISBURY NC 28144 NONE PC OPERATION CHRISTMAS CHILD 2189 MISSION AVIATION FELLOWSHIP PO BOX 47 NAMPA ID 83653 NONE PC 2024 OPERATIONAL SUPPORT 12689 213445 0 14 27 900099 5824 14 207979 900099 1008 900099 -148406 18 -609832 -141574 -401826 0 -543400 0 0 0 0 0 0 0 0 0 0 X X 1 ESTATE OF KATHARINE H SMITH 200 SUDLEY CIRCLE SALISBURY NC 28144 278681 X 2 ESTATE OF KATHARINE H SMITH 200 SUDLEY CIRCLE SALISBURY NC 28144 4523628 X 1 2000 SHARES OF FOREST GLEN, INC. 278681 2024-12-09 2 100 SHARES OF IRONWOOD DEVELOPMENT, INC. 4523628 2024-12-09 PROFESSIONAL FEES 5695 0 5695 EQUITIES 4583430 3686522 322526 377661 0 0 SCHWAB FUNDS GOVT MM INVESTOR AT COST 1803131 1803131 K-1: CHENIERE ENERGY PARTNERS, LP AT COST 172332 265600 K-1: ENTERPRISE PRODUCT PARTNERS LP AT COST 85152 156800 K-1: FOREST GLEN AT COST 387959 278681 K-1: IRONWOOD DEVELOPMENT AT COST 4320914 3130761 BOOK/TAX ADJUSTMENT 29 2024 PAL CARRYOVER (K-1S) 85627 BANK FEES 15 0 15 K-1: FOREST GLEN 1008 0 1008 COST>FMV - CONTRIBUTIONS 1384320